At Any Rate

Mar 07 2025 100 ep. 16 mins 247
At Any Rate Podcast artwork

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

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Global FX and EM: Seeking themes with a shelf-life

Mar 07 2025 19 mins  
We discuss implications of the regime-shift in German fiscal policy, moderating US exceptionalism and tariffs on FX markets. Speakers:Meera Chandan, Global FX StrategyPatrick Locke, Global FX StrategyAnezka Christovova, Emerging Markets Strategy This podcast was recorded on 7 March 2025. This communication is provided for information purposes only. Institutional clients can vi

US Rates - Equity Financing Meets ABCP

Mar 07 2025 8 mins  
US Short Duration strategists Teresa Ho and PJ Vohra provide an update in the equity financing markets and discuss how that is driving growth in the ABCP market. SpeakersTeresa Ho, Head, U.S. Short Duration StrategyPankaj Vohra, U.S. Short Duration Strategy This podcast was recorded on March 7, 2025. This communication is provided for information purposes only. Institutional cl

Global Commodities: The pain trade

Mar 07 2025 11 mins  
After attending IE Week in London last week, we concluded that the majority of investors likely held long positions in oil and that the pain trade would be to the downside. Since then, Brent oil prices have plunged 6.5%, reaching their lowest since December 2021 on Wednesday, while WTI have fallen nearly 6% over the same period, hitting its lowest point since May 2023. Brent is cur

Global FX and Rates: US moderation vs. tariffs tunes

Feb 28 2025 18 mins  
Jay Barry and Meera Chandan discuss the recent US moderation and upcoming tariff announcements, with implications for US rates and the dollar. Speakers:Meera Chandan, Global FX StrategyJay Barry, Head of Global Rates Strategy This podcast was recorded on 28 February 2025. This communication is provided for information purposes only. Institutional clients can view the related

Global Commodities: Copper — From tariffs to tightness

Feb 28 2025 11 mins  
Speaker: Greg Shearer, Head of Base and Precious Metals Research Limited copper supply growth and resilient global demand sets up a tighter forecasted refined copper market in 2H25 and 2026 and keeps us medium-term bullish on prices. While current slack in China and the potential for greater tariff headline volatility over the next month risks a near-term pullback in copper, we

US Rates - Monthly inflation outlook: Looking for value amid global inflation cross-currents

Feb 27 2025 11 mins  
Rates strategists Francis Diamond and Phoebe White discuss their latest views on global inflation markets following broad-based breakeven narrowing over the past month. Despite upside surprises in January CPI reports, front-end breakevens have underperformed while the forward inflation curve has steepened across US, Euro area, and UK markets. Speakers: Phoebe White Head of US Inf

EM Fixed Income Focus: Revolving market regimes

Feb 27 2025 23 mins  
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. Speakers:Jonny Goulden, Head of EM Fixed Income StrategySaad Siddiqui, Emerging Markets Strategist This podcast was recorded on 27 February 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.c

European Rates: Analysing Eurex futures roll

Feb 25 2025 11 mins  
In this podcast Khagendra Gupta and Matteo Mamprin discuss the drivers of Eurex futures roll and their outlook for Mar25/Jun25 Eurex bond futures rollover This podcast was recorded on 25 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915436-0 for more info

EM Fixed Income: Argentina: Is this time different?

Feb 24 2025 27 mins  
A fixed income cross-asset review as structural shifts gain critical mass. Speakers:Ben Ramsey, Head of EM Sovereign Credit Strategy | ModeratorGisela Brant, LatAm Local Markets StrategyGorka Lalaguna, EM Sovereign Credit StrategyAlejandra Andrade, LatAm Corporate Credit Strategy This was recorded on February 24, 2025. This communication is provided for information purposes onl

Global FX and Economics: German elections - “The world isn’t waiting” but the euro will have to

Feb 24 2025 21 mins  
Meera Chandan and Greg Fuzesi discuss the outcome of the German elections, implications for a fiscal response and take-aways for currency markets. This podcast was recorded on 24 February 2025. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4918826-0 https://www.jpmm.com