At Any Rate Podcast
1) Global FX: A highly procyclical start
Meera Chandan, James Nelligan, Anezka Christovova and Patrick Locke discuss opportunities in DM and EM FX as 2026 kicks off. This podcast was recorded on 09 January 2026. This communication is provid...Show More
2) European Rates: January supply and technical drivers in Euro area rates, UK rates update
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss some key themes in European rate markets for January, focusing on Euro area supply and technicals and an update on UK rate v...Show More
3) Global Commodities: Venezuela – implications on commodities
Recent events in Venezuela, specifically a US military operation on January 3, 2026, that captured Nicolás Maduro, so far have had limited immediate impact on global commodity markets. In this episode...Show More
4) Global FX: US data, DM central banks, year-end observations
In our last FX podcast of the year, we discuss the main questions and highlights from our year-ahead outlook meetings as well as take-aways from DM central bank meetings and US data releases. Speake...Show More
5) US Rates - Keep the liquidity flowing
US Rates Strategists Teresa Ho, Ipek Ozil, and Phoebe White discuss the implications of the delayed economic data, Fed chair selection process, and the Fed’s newly announced Reserve Management Purchas...Show More
6) EM Fixed Income: The most wonderful time
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 17 December 2025. This com...Show More
7) Global FX: Dollar down after Fed; central banks and US data center stage for FX next week
This week, our Global FX Strategists break down what the recent move in global rates means for FX, and how the FOMC meeting impacted the broad dollar. We also preview next week’s US data along with ot...Show More
8) Global Commodities: Oil Outlook 2026/2027—Heavy Lifting
Surpluses in 2025 are expected to widen further into 2026 and 2027, as global oil supply is projected to outpace demand—expanding at three times the rate of demand growth through 2026, before slowing ...Show More
9) Global Commodities: 2026 Outlook – Supply-driven crocodile cycle
Natasha Kaneva and team share J.P. Morgan’s 2026 Global Commodities Outlook. Commodity prices have experienced repeated and highly synchronized cycles across various markets over the past 50 years, wi...Show More
10) Global FX Outlook 2026: Bearish USD, Bullish Beta
The Global FX Strategy team delves into the year-ahead currency outlook across macro, systematic and derivative dimensions. Speakers Meera Chandan, Global FX StrategyArindam Sandilya, Global FX Str...Show More