At Any Rate
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At Any Rate
Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Seneste episoder
252 episoder
US Rates - Another Volatile Week in Rates Markets
Jay Barry and Ipek Ozil discuss the latest developments in rates markets and outlook for rates into the remainder of the year.
Speakers:
J...
Global Commodities: Is that it?
If anything stands out in energy markets now, it is that prices have become remarkably sanguine despite an ongoing supply shock. Although market confi...
Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup
Meera Chandan, Patrick Locke and James Nelligan unpack the latest payrolls report, emphasizing U.S. exceptionalism, and preview the upcoming central b...
Global Rates: ECB, cross-market views and UK politics update
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting and implications for Euro area rate markets, cros...
Global Commodities: Can the world live with 9% less oil?
We spent last week in China, and the most striking takeaway from our meetings was not simply that oil demand has fallen, it was that it did so abruptl...
Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols
This week, our Global FX Strategists, Patrick Locke, Meera Chandan, Arindam Sandilya and Ladislav Jankovic look at the dollar’s undershoot vs real rat...
EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls
Anezka Christovova, Ben Ramsey and Nishant Poojary discuss the latest market developments and their impacts for the EM fixed income asset class.
...
Global FX: Broader impacts from the dollar bid
We run through some of the broader considerations from the recent dollar bid including the JPY intervention outlook.
This podcast was re...
Global Commodities: What’s New?
As Iran and the US continue to work towards a deal, some commodities markets have undergone structural changes. Asian LNG, for example, has been tradi...
EM Fixed Income: Assessing EM amid the global repricing of rates
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.
Asia Cross Asset: Taking stock of the North Asian equity surge
Featured in this podcast are Arindam Sandilya and Mixo Das take stock of the North Asian equity surge, as Korea and Taiwan extend AI-led rallies amid...
Global FX: EUR-USD divergences, systematic signals, sterling struggles
Meera Chandan, Patrick Locke and Antonin Delair discuss why the top-down view is becoming more supportive of the dollar, new forecast profile for EUR/...
Global Commodities: Infrastructure 101
As commodity analysts try to interpret the headlines on the Iran conflict, focus is increasingly turning towards potential recovery timeframes. Infras...
Global Rates: Analyzing Eurex and US futures roll and cross currency bases
In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Jun26/Sep26 bond futures rollover...
Global Rates: Energy priced and UK politics drive Bunds and Gilt yields higher
In this podcast Francis Diamond and Aditya Chordia discuss Euro area and UK rate markets given the moves in oil prices and this week’s political event...
EM Fixed Income: Inflation pressures and idiosyncratic EMEA EM politics
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.
In Focus: Frontier AI
In this episode, we explore frontier AI’s role in the cybersecurity landscape with our Industry and Policy thematics analysts in Global Research. We d...
Global Rates – And now my fears, they come to me in threes
J.P. Morgan Strategists discuss the impact to the April employment report on FX and rates markets and delve into Treasury’s May refunding announcement...
Global Commodities: An Inventory Detour
While markets await Iran’s response to a US proposal to end the war and reopen the Strait, oil inventories are being activated at unprecedented rates...
Global FX: Yentervention and other FX policy stories
JPMorgan’s FX strategists discuss the outlook for currencies in the wake of the Japanese MOF’s FX intervention, ahead of President Trump and Secretary...
EM Fixed Income: Parsing peace talks and payrolls
Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class.<...
In Focus: Equity & Credit Update on AI CapEx
Welcome to another episode of In Focus, where we explore timely and thematic topics with insights from across J.P. Morgan Global Research. In today's...
US Rates - I won’t see you next time
The Fed has spoken, now what? Our US Rates strategists break down the April FOMC decision and what it means for markets, plus a preview of next week's...
Global Commodities: It’s Simple Math
With two months of the Middle East conflict behind us, there is little certainty in the world of commodities. One thing is clear, however: the supply...
Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown
In this week’s At Any Rate Podcast, our Global FX Strategists discuss 1) this week’s major moves in JPY, 2) how the USD view is evolving, and 3) recen...
EM Fixed Income: To every thing there is a season
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global Commodities: Running the Numbers on Gas
Markets reacted sharply to Iran allowing commercial vessels to go through the Strait of Hormuz. Despite this signal, last shipments from the Gulf have...
Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty
In this podcast Francis Diamond, Jay Barry and Khagendra upcoming central bank meetings and US, Euro area and UK rate markets against the backdrop of...
Global FX: De-dollarization, GBP deep-dive, DM central banks
This week, our global FX strategists discuss de-dollarization, a deep-dive into GBP, and upcoming DM central banks.
Speakers
Meera Chandan...
EM Fixed Income: Ceasefire implications and Washington takeaways
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up
This week, our global FX & EM strategists discuss the outlook for the dollar and the renewed case for carry across regions. We also discuss FX-relevan...
Global Commodities: Prices Get Relief
Markets reacted sharply to Iran allowing commercial vessels to go through the Strait of Hormuz. Despite this signal, last shipments from the Gulf have...
Global FX: The beginning of the end?
Arindam Sandilya and James Nelligan discuss FX markets in the aftermath of US - Iran ceasefire.
This podcast was recorded on 10 April 2026.
US Rates - GSIB and Basel III Endgame Update
Teresa Ho and Ipek Ozil discuss the latest updates on GSIB and Basel III Endgame and their impact on rates markets.
Speakers:
Tere...
EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global Commodities: A Month of Disruption
There has been no rest for commodities in the last 34 days. This week, Houthis have formally entered the conflict, while metals and energy infrastruct...
Global FX: Wary of complacency in FX
We run through the state of current macro markets as this week’s geopolitics has unfolded, detailing our view about potentially complacent FX markets...
In Focus: Middle East Conflict
Welcome to JPMorganChase Global Research’s new In Focus podcast, where we explore timely, thematic topics with insights from across Global Research. I...
EM Fixed Income: Still waiting for the conflict to pass over
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global Commodities: Timing the Global Impact
The conflict in the Middle East is approaching its one-month mark. This week, markets were forced to pair off two opposing forces: deteriorating funda...