US Rates: July Morning turns into Cruel Summer
09 Aug 2024
21m
J.P. Morgan Global Research · Investment
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.
Episodes
Global FX: Weeks where decades happen
09 Aug 2024
19m
EM Fixed Income: Olympic-level Volatility
09 Aug 2024
15m
Global FX & Economics: Yen-maggedon
26 Jul 2024
20m
Global Commodities: Gold & Silver—Citius, Altius, Fortius
26 Jul 2024
10m
US Rates: Putting the “Fun” in Funding and the Quarterly Refunding
26 Jul 2024
21m
Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer
23 Jul 2024
14m
Global FX: USD down but not out(age)
22 Jul 2024
20m
Global Commodities: 2024 US Election Watch—Reassessing implications for Commodities under a Red Wave
19 Jul 2024
18m
EM Fixed Income: Goldilocks and the US election
18 Jul 2024
18m
US Rates Strategy: Trading Principal Factor Volatility
17 Jul 2024
14m
EM Fixed Income Focus: The data vs the US elections
12 Jul 2024
17m
Global FX: On Japan intervention/ GPIF, dollar supports and European data
12 Jul 2024
21m
EM Fixed Income: The data vs the US elections
12 Jul 2024
17m
Global Commodities: A dichotomy in the oil balance
12 Jul 2024
11m
US Rates: US Rates Markets 2024 Mid-year Outlook
08 Jul 2024
27m
Global Commodities: Supply insecure—China’s imports of commodities at all-time highs and likely to stay that way
05 Jul 2024
18m
Global Rates & Economics: State of play after the first round of the French election, UK election update
02 Jul 2024
21m
Global FX: Strong dollar and other macro FX themes in 2H
28 Jun 2024
27m
Global FX: FX volatility bumpy, but capped in H2
28 Jun 2024
21m
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