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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

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Global Commodities: 2024 US Election Watch—Cutting Through the Noise

01 Nov 2024
22m
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US Rates: Trick or treat: recapping the November refunding announcement

31 Oct 2024
11m
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EM Fixed Income: EM assets into the US election

31 Oct 2024
19m
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U.S. Rates - Counting down to November

25 Oct 2024
12m
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Give EM Credit Where It’s Due EM Corporate 2025 Default Outlook

25 Oct 2024
16m
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Global FX and European Economics: Gauging the EUR growth, policy and FX impact from potential tariffs

25 Oct 2024
23m
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Global Commodities: Gold gains as upcoming US election restokes the “debasement trade”

25 Oct 2024
8m
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Spreadbites ‒ All-in Yields, the Election, Private Credit and Alternative Strategies for Sourcing Carry in the ‘Just Enough World’

22 Oct 2024
20m
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US Rates: Fed funds as a gauge of liquidity?

18 Oct 2024
11m
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Global Commodities: London Sugar Week Takeaways – weather and policy driving an uncertain outlook

18 Oct 2024
10m
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Global FX: Dollar strength and other highlights from the week

18 Oct 2024
13m
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Global Rates: ECB to cut but no fireworks, UK budget concerns appear overblown

15 Oct 2024
10m
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US Rates: Reviewing September inflation and the Treasuries sell-off

12 Oct 2024
19m
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Global FX: US elections: A roadmap for FX and hedges

11 Oct 2024
29m
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Global Commodities: High maintenance

11 Oct 2024
9m
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US Rates: The Fall Classic

05 Oct 2024
18m
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Global Commodities: This time, it feels different

04 Oct 2024
9m
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Global FX: It was hard enough in the first place

04 Oct 2024
13m
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EM Fixed Income Focus: The impact of geopolitics on EM

02 Oct 2024
19m
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Global FX and Commodities: Everything Everywhere All at once

27 Sep 2024
24m
Page 20

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