At Any Rate

Global Rates & Economics: BoE on hold with a dovish pivot

US Rates: The calm before the (policy) storm

Global FX: The dovish tide floods FX

Global Commodities: Supply Risks - Copper at a breaking point; Biden halts LNG export approvals

EM Fixed Income: From giant leaps to small steps

US Rates: Polar vortex duration extension

Global Rates: January ECB meeting and Euro rate markets

Global FX: Something’s starting to give

Global Commodities: What is a balanced market worth?

EM Fixed Income: It's going to be a long year (again)

EM Fixed Income: Türkiye – High Hopes, Continuing Caution

US Rates: Takeaways from December inflation and Red Sea trade disruptions

This podcast episode comprehensively analyzes the recent inflation data and its implications for future monetary policy. It delves into the wedge between core PCE and core CPI inflation rates, the complexities of supply chain disruptions and shipping costs, the impact of recent disruptions in the Red Sea on global trad...

Global FX: Spotlight on CNY, JPY and Antipodean FX

US Rates: History rhymes

Global FX: It isn’t getting easier in the New Year

EM Fixed Income Focus: Only one turtle dove is needed for EM assets

Global FX: Central bank outcomes and implications for FX

Global Commodities: Observational equivalence—$74 in December, high $80s by May

Global FX: A lot of 2024 optimism is in the price

Global Commodities: Is the 2025 US natural gas bullish trade over?