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
284 episoder
Global Commodities: The Freakonomics of Oil
Brent is up nearly 40% in July, setting itself up for the strongest monthly gain since March. With flows from the Persian Gulf suppressed and Red Sea...
Global FX: USD pre-Fed, EM movers, GBP & cross-border M&A
This week, our global FX and EM strategists discuss the bullish risks for USD into the FOMC meeting, EM FX movers (ZAR, CLP, HUF), GBP valuations & Bo...
EM Fixed Income: At this rate, should we worry?
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.
At Any Rate - Fed Outlook Policy: New Task Forces
Speakers:
Jay Barry, Head of Global Rates Strategy
Michael Feroli, Chief US Economist
Samantha Azzarello, Head of Content S...
Global Rates: A long hot summer for front-end inflation markets
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. foll...
Global Commodities: Eyes back on Hormuz
The situation in the Strait of Hormuz has worsened, creating risks for the recovery of oil and gas infrastructure. Simultaneously, there are many ques...
Global Rates: Summer thoughts on European rates
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting, thoughts on yields over the summer and UK politi...
Global FX: CPI/ USD, Model take-aways, EM rundown
We discuss USD take-aways from the soft CPI print countered by Fed hawkishness, main take-aways from our suite of systematic models and key drivers/ v...
EM Fixed Income: Navigating cross-currents, even on the frontier
Anezka Christovova, Ben Ramsey and Ayomide Mejabi discuss the latest market developments and their impacts for the EM fixed income asset class.
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In Focus: US Defense
Welcome to J.P. Morgan Global Research's podcast, In Focus, where we explore timely and thematic topics with insights from across Global Research. In...
US Rates - Cash continues to roll in
Ipek Ozil and Pankaj Vohra discuss some of the latest developments in funding.
Speakers
Ipek Ozil, Head, U.S. Interest Rate Deriva...
Global Commodities: A sense of déjà vu
Just as markets embraced an open Strait of Hormuz, a sense of déjà vu has washed over the commodities world when vessels were attacked this week. At t...
Global FX: Keep calm and carry on
Arindam Sandilya, James Nelligan and Junya Tanase discuss the week in currencies.
This podcast was recorded on 10 July 2026.
This...
EM Fixed Income: Risk risk go away, come again another day
Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.
Thi...
Global FX: Payrolls prognosis, yen, GBP and HUF
The Global FX team discusses take-aways from a mixed employment report as well as the outlook for yen, GBP and EMEA EM with focus on HUF.
Global Commodities: Gold is back to Fed-watching
While oil continues to be a key story for commodities markets, gold has been gathering more attention lately. The initial optimism after the signing o...
EM Fixed Income: Seeking guidance into the second half
Anezka Christovova, Ben Ramsey and YM Hong discuss the latest market developments and their impacts for the EM fixed income asset class.
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Global Commodities: Right shock, wrong price
Oil prices extended losses this week as oil flows through Hormuz ramped up to over 50% of pre-war levels. Recent reported data also suggests that the...
US Rates: Life, Liberty, and the pursuit of hawkishness
J.P. Morgan Rates strategists Jay Barry and Liam Wash discuss the current rates outlook, risks to the view, and what we can glean from past episodes o...
EM Fixed Income: Mid-year outlook, amid a moving target backdrop
Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class.
...
Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP
This week, our Global FX Strategists respond to clients’ FAQs following mid-year outlook discussions. We also preview next week’s payrolls print for t...
Global FX: Bullish Beta, Bullish Dollar
We discuss our mid-year FX outlook in a rare long-format presentation.
Speakers
Meera Chandan, Global FX Strategy
Arindam Sa...
Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail
Ladislav Jankovic, Arindam Sandilya and Sanjana Shinde discuss the outlook for FX volatility in 2H26.
This podcast was recorded on 18 June 2026....
Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)
In this podcast, Francis Diamond and Khagendra Gupta discuss the Riskbank, Norges Bank and BoE meetings this week and also talk (again) about the late...
Global Commodities: Seeing the Invisible
Despite the signed Memorandum of Understanding and eased prices, tightness persists across commodities most affected by the closure of the Strait of H...
Global Rates: Inflation Markets in Europe, the UK and the US
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. in t...
In Focus: G7 Summit
Welcome to J.P. Morgan Global Research's podcast, In Focus, where we explore timely and thematic topics with insights from across Global Research. In...
Emerging Markets Outlook and Strategy for 2H26
Luis Oganes, Nora Szentivanyi, Anezka Christovova & Ben Ramsey discuss the outlook for Emerging Markets for 2H26.
This podcast was recorded on 1...
Global Rates: European Rate Markets – looking ahead over 2H26
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss European rate market views for the second half of this year.
...
Global Commodities: A Perfect Storm
On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through the...
Global FX: Central banks take centre stage
Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the global FX outlook ahead of a heavy calendar of central bank meetings nex...
Global FX & Economics: UK Outlook, GBP and SEK
We review the UK outlook in terms of economics and politics, as well as the ramifications for GBP, and we conclude with other views of note in the Eur...
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.
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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...