At Any Rate Podcast
1) EM Fixed Income: Risks around a positive base case
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 25 February 2026. © 2026 JP...Show More
2) Global FX: Interrogating the optimistic baseline
Arindam Sandilya, Junya Tanase, James Nelligan and Patrick Locke stress test the cyclically constructive, dollar bearish baseline narrative in light of ongoing volatility in US equities, industrial co...Show More
3) Global Commodities: Going Against the Grain on Oil
Last week we visited the International Energy Week in London and found the market to be rather optimistic, making a bullish case for oil. Respectfully, we disagree. We reiterate our views on resilient...Show More
4) Global Commodities: Are Commodities the Market’s Crystal Ball?
Sharp selloffs in metals and elevated oil prices beg the question - is commodity volatility a harbinger of things to come, or merely a correction? While commodities remain supported by reflated growth...Show More
5) Global FX: How much is too much?
Arindam Sandilya, James Nelligan and Patrick Locke discuss the FX outlook against the backdrop of US equity stress and underperformance of US stocks relative to the rest of the world. This podcast was...Show More
6) European Rates: Scandinavian rate outlook – a long winter hibernation
In this podcast Francis Diamond and Frida Infante discuss the outlook for Sweden and Norway rate markets. This podcast was recorded on 13 February 2026. This communication is provided for informati...Show More
7) EM Fixed Income: Getting fully back on the EM horse
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 13 February 2026. This co...Show More
8) Global Rates: Analysing Eurex and US futures roll
In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Mar26/Jun26 bond futures rollover. Speakers: Ipek Ozil - Head of US Interest Rat...Show More
9) Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data
The FX team discusses a variety of topics: the euro bloc/ APAC FX rotation, RBA hawkish pivot, scenarios around upcoming JP elections, the dovish BoE surprise and recent US data. This podcast was re...Show More
10) Global Commodities: Deconstructing the Metal Mania
Metal mania returns. In this episode, Natasha Kaneva is joined by Greg Shearer, the Head of Base and Precious Metals at JPMorgan. We decompose the recent volatility by discussing retail investors, fun...Show More