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: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols

29 May 2026

16m

EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls

28 May 2026

22m

Page 4

Follow this podcast in Podwise

Open in Podwise

At Any Rate

Episodes

EM Fixed Income: Mid-year outlook, amid a moving target backdrop

Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP

Global FX: Bullish Beta, Bullish Dollar

Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail

Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)

Global Commodities: Seeing the Invisible

Global Rates: Inflation Markets in Europe, the UK and the US

In Focus: G7 Summit

Emerging Markets Outlook and Strategy for 2H26

Global Rates: European Rate Markets – looking ahead over 2H26

Global Commodities: A Perfect Storm

Global FX: Central banks take centre stage

Global FX & Economics: UK Outlook, GBP and SEK

US Rates - Another Volatile Week in Rates Markets

Global Commodities: Is that it?

Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup

Global Rates: ECB, cross-market views and UK politics update

Global Commodities: Can the world live with 9% less oil?

Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols

EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls