At Any Rate

Global Commodities: Moving along the electrification road

Spreadbites: High Yield & Leveraged Finance 2024 Conference Takeaways

Global Rates: March ECB meeting and UK Spring Budget – implications for Eur and UK rates markets

Global Macro Research: Waiting on Words (and data)

Global Rates - Euro area government bond demand update

US Rates: Slowly but surely, pushing back the QT taper timeline

Global FX: Give me a (range) break

Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial demand starts its comeback

US Rates: Breaking down the strong January inflation data

This podcast episode delves into the economic data releases, including CPI, retail sales, and inflation reports, and their implications for market expectations and the Federal Reserve's monetary policy. The speakers debate whether the recent inflation jump signifies a trend or noise, and discuss the relationship betwee...

Global Commodities: US Natural Gas – Max Pain

Global FX: What gives?

EM Fixed Income: No one said it would be easy

US Rates: Valentine’s Day Special – Lots to Love in the Treasury Futures market

EM Fixed Income: Emerging Markets Outlook & Strategy for February

Global FX: Tariff risks and US exceptionalism support the Dollar

Global Commodities: How to gain $10 in three months

Global FX: After the storm

EM Fixed Income: Trying to stay on the straight and narrow

Global Commodities: Higher, with a little help from China

Global FX and EM: Yield compression and the carry-value rotation