At Any Rate

Global Commodities: Running the Numbers on Gas

Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty

Global FX: De-dollarization, GBP deep-dive, DM central banks

EM Fixed Income: Ceasefire implications and Washington takeaways

Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up

Financial markets are navigating a post-ceasefire environment characterized by two primary regime shifts: a transition from pro-cyclical to defensive growth and a move toward higher, stickier global inflation. While the ceasefire offers a cautious step toward stabilization, persistent energy price pressures and potenti...

Global Commodities: Prices Get Relief

Global FX: The beginning of the end?

US Rates - GSIB and Basel III Endgame Update

EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?

Global Commodities: A Month of Disruption

The podcast addresses the escalating conflict in the Middle East and its impact on commodity markets, focusing on natural gas, oil, and metals. European natural gas storage levels are critically low, with concerns about refilling them before the next winter. Ongoing tensions, especially regarding the Strait of Hormuz, ...

Global FX: Wary of complacency in FX

In Focus: Middle East Conflict

EM Fixed Income: Still waiting for the conflict to pass over

Global Commodities: Timing the Global Impact

Global FX - Feelin ‘22

Global Commodities: What are the Markets Missing?

Global FX: Oil turns up the heat on central banks & FX

EM Fixed Income: Middle East conflict week 3 damage assessment for EM

Global Rates: Global DM Swap Spread Outlook

Global Rates: Where next for CB and rates as the Middle-East conflict persists?