Spreadbites: Paris Conference Credit Takeaways
22 May 2024
35m
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
Key Macro Takeaways from J.P. Morgan’s Global Markets Conference in Paris
21 May 2024
34m
Global Commodities: Copper fireworks overshadow a looser-than-expected refined market in China
20 May 2024
10m
Global FX and Economics: Significant Yen weakness from domestic policy trade-offs is a future risk
17 May 2024
21m
US Rates: The June-September Treasury futures roll
16 May 2024
13m
Global FX and Economics: Central Bank Policy Divergence
10 May 2024
44m
EM Fixed Income: Emerging Markets Outlook & Strategy for May
10 May 2024
31m
Global FX and US Rates: If you think this is over, then you’re wrong
03 May 2024
29m
EM Fixed Income: Taking stock
03 May 2024
19m
US Rates: Term Funding Premium and the Term Structure of Swap Spreads
02 May 2024
12m
Global FX, Rates & Economics: Scandi policy divergence: Riksbank ease as Norges hold
02 May 2024
13m
Global Commodities: West Africa: Cocoa is the new oil: Cocoa prices to trade structurally higher for longer
02 May 2024
15m
Global FX: Grappling with a mature dollar uptrend
26 Apr 2024
18m
Global Commodities: Takeaways from CESCO Copper Week — The only way out is up
26 Apr 2024
9m
EM Fixed Income: Waiting for the sell-off to pass over
25 Apr 2024
13m
Spreadbites: Uncovering Even More Private Credit, the IMF-Work Bank Conference and More of the Same
24 Apr 2024
26m
US Rates: Tax season, debt ceiling, and reserves
19 Apr 2024
18m
Global FX: A strong dollar is not a US problem
19 Apr 2024
16m
Global Commodities: Risk premium subtracted
19 Apr 2024
13m
Global Commodities: Natural Gas and Agriculture markets catch up
12 Apr 2024
14m
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