At Any Rate

Global Commodities: Oil Outlook 2026/2027—Heavy Lifting

Global Commodities: 2026 Outlook – Supply-driven crocodile cycle

Global FX Outlook 2026: Bearish USD, Bullish Beta

Global FX Volatility Outlook 2026

Emerging Markets Outlook and Strategy for 2026

Global Rates 2026 Outlook

In this episode of J.P. Morgan's "At Any Rate" podcast, host Jay Barry leads a discussion with senior strategists Aditya Chordia, Francis Diamond, Khagendra Gupta, Ipek Ozil, Phoebe White, and Teresa Ho, providing a high-level overview of their 2026 outlooks for fixed income, currency, and commodity markets. The panel ...

Global Commodities: Metals headed for even greater heights

Global Rates: Analyzing Eurex and US futures roll

Khagendra Gupta and Ipek Ozil discuss the drivers and outlook for the December-March U.S. and Eurex bond futures rollover. They address the impact of the U.S. government shutdown on data availability and its effect on short-term funding rates and positioning analysis for U.S. rolls, concluding with a neutral stance due...

Global FX: EUR/USD contemplation, GBP fiscal and JPY woes

In this episode of the At Any Rate podcast, Arindam Sandilya, Meera Chandan, and James Nelligan from J.P. Morgan's Global FX Strategy team discuss the implications of the U.S. government reopening and the upcoming non-farm payrolls data on the Federal Reserve's reaction function. Meera provides insights into her EUR-US...

Global Commodities: Rising LNG supply underscores need for demand-side infrastructure

EM Fixed Income: A year of Latam elections

Agri Outlook for 2026/27: Volatility to return off compressed levels in 2026, as global agri availability continues to slide

European Rates: BoE and Scandi central bank roundup

Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD

The At Any Rate podcast features Pat Locke, Meera Chandan, and James Nelligan discussing global FX strategy. This week's episode addresses volatility in risk markets against the backdrop of a rising dollar, mixed U.S. data including strong ISM numbers offset by layoff increases, and the ongoing U.S. shutdown. Meera Cha...

EM Fixed Income: All the small things

Global Rates: Trick or Treating with Central Banks

Global FX: Hawkish Fed & dovish BoJ force a Yen forecast rethink

Global Commodities: China’s LNG demand to peak in early 2030s

EM Fixed Income: Not spooked yet

In J.P. Morgan's "At Any Rate Emerging Markets Focus" podcast, Jonny Goulden, Anezka Christovova, and Ben Ramsey discuss key developments in emerging market fixed income, focusing on growth themes, the Fed's stance, and the Argentinian elections. They analyze recent data indicating a pivot towards growth, particularly ...

Asia Cross Asset Podcast: From Abenomics to ‘Sanae-nomics’ - What to expect for Japan policies, markets and the Yen