At Any Rate

Global FX: FX after the tariff reset

Global Commodities: Base metals are back from the brink but not fully in the clear

EM Fixed Income Focus: Trading the trade war ceasefire

Fixed Income: The US-China Détente: Implications for Asia

US Rates – Deal or no deal?

Global FX: Historic trade deals and take-aways for currencies

Global Rates: European rates market round-up

Global Commodities: Hypothetically, of course. Redirecting just 0.5% of foreign US asset holdings to gold could drive prices to $6,000

TWD / Asian FX gains and equity implications

US Rates and Global FX: Ask again later

Global FX: Late-week shocker jolts FX

Global Commodities: Behind the curve

EM Fixed Income: Lessons learned from post Liberation Day markets

Takeaways from IMF/WB Meeting

Global Commodities: Making black gold dirt-cheap again

Global FX: 1.20 on EUR/USD and euro bloc + model take-aways

Global Commodities: Making black gold dirt-cheap again

Global Commodities: So much noise in the US natural gas market

This episode explores the outlook for U.S. natural gas markets, focusing on price forecasts for 2025 and 2026. Against the backdrop of record LNG feed gas flows and increased production in the Permian Basin, the analysts increased their 2025 price forecast to $3.8 per MMBTU, citing limited supply response to strong de...

Global FX: What has and hasn’t changed in FX after a volatile week

This episode explores the impact of recent global trade developments on currency markets, particularly the US dollar. Against the backdrop of easing trade tensions between the US and some countries, the panelists discuss the surprising dollar weakness against G10 currencies, contrasting with its relative strength agai...

US Rates – There’s no crying in basis

This episode explores the dramatic rise in 30-year Treasury yields, focusing on the events of a single week where yields increased by roughly 60 basis points. Against this backdrop of market volatility, the panel discusses the lack of clear fundamental factors explaining the sell-off, with the President's tariff announ...