At Any Rate

European Rates: ECB and BoE February meetings, skinny carry in Euro area, increased UK political noise

US Rates: Crypto market structure bill in limbo

EM Fixed Income: A rest is as good as a change

Global Commodities: A week of commodity whiplash

Global FX and Commodities: The dollar, metals, APAC and vols

EM Fixed Income: Navigating choppier seas with a temperamental compass

At Any Rate: US Rates - Should we talk about the weather?

The podcast explores the factors influencing U.S. Treasury yields and the potential impact of upcoming policy decisions. It highlights the Federal Reserve's recent FOMC meeting, where rates remained unchanged, and anticipates the quarterly refunding announcement, focusing on potential shifts in Treasury's financing nee...

Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed

European Rates – Less keen on carry, UK political noise but no signal

Global Rates: Cross currency basis 1H26 outlook

EM Fixed Income: A technical signal amid all the noise

The podcast centers on the resilience of emerging market (EM) fixed income assets amid global volatility. It explores why EM assets have remained relatively stable despite events such as U.S. actions regarding Greenland and fluctuations in U.S. equities. One key factor discussed is the potential diversification away fr...

Global Rates - Monthly Inflation Outlook

Global Rates: 2026 Global government issuance outlook

Global FX: FX in the political crosshairs

Global Commodities: Oil, gas, and metals kick off a volatile year

EM Fixed Income: Sticking to the knitting

At Any Rate: The GSEs and their $200bn Grand Spread Experiment

Global FX: A highly procyclical start

European Rates: January supply and technical drivers in Euro area rates, UK rates update

Global Commodities: Venezuela – implications on commodities