At Any Rate

Dec 06 2024 100 ep. 17 mins 242
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.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals offer better value than oversupplied oil

Dec 06 2024 23 mins  
The BCOM Index is projected to deliver a flat return in 2024 and is expected to remain relatively stable in 2025, as declines in energy are offset by further price increases in metals and agriculture. Food and energy components have accounted for 35% of the decline in the headline U.S. CPI print this year, and commodities are anticipated to continue supporting disinflationary trend

Global FX: Central banks back in focus for FX next week

Dec 06 2024 15 mins  
The Global FX Strategy team discusses FX implications from upcoming DM central bank decisions, including the ECB, SNB, BoC & RBA. They also parse the USD response to this week’s Nov US payrolls report. Speakers Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on 06 December 2024. This commu

US Rates Strategy: 2025 US Rates Outlook

Dec 04 2024 32 mins  
J.P. Morgan’s US Rates strategy team discusses their high-level themes from their recently published 2025 US Fixed Income Markets Outlook. Speakers: Jay Barry, Head of Global Rates Strategy Srini Ramaswamy, Global Rates Derivatives Strategy Teresa Ho, Head of US Short Duration Strategy Phoebe White, Fixed Income Strategy This podcast was recorded on 4 December, 2024. This commu

Global FX, Rates & Economics: Scandi Year Ahead Outlook

Nov 27 2024 19 mins  
In this podcast Morten Lund, Khagendra Gupta and Octavia Popescu discuss the outlook for the Scandinavian economies, rates, and FX over 2025. This podcast was recorded on 27 November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4855621-0 for more information; ple

Global FX Volatility Outlook 2025

Nov 27 2024 16 mins  
Not for the faint hearted. Speakers Arindam Sandilya, Global FX StrategyLadislav Jankovic, Global FX StrategyJuan Duran-Vara, Global FX Strategy This podcast was recorded on 27 November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4845566-0 for more information

EM Fixed Income: Emerging Markets Outlook & Strategy for 2025

Nov 27 2024 27 mins  
J.P. Morgan economists and strategists discuss the outlook for Emerging Markets in 2025, focusing also on the various channels in which the new US administration can impact EM economies and fixed income markets. Speakers Luis Oganes - Head of Global Macro ResearchJonny Goulden - Head of EM Fixed Income StrategyJahangir Aziz - Head of Emerging Market Economics ResearchNora Szentiv

Global FX Macro Outlook: The buck doesn’t stop here

Nov 27 2024 35 mins  
The Global FX strategy team provides a round-up of the year-ahead outlook. Speakers Meera Chandan, Global FX StrategyArindam Sandilya, Global FX StrategyBen Jarman, Global FX Strategy Junya Tanase, Global FX StrategyAntonin Delair, Global FX Strategy James Nelligan, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on 27 November 2024. This communi

Global Rates: European rates 2025 outlook

Nov 27 2024 18 mins  
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the outlook for European rates markets over 2025. This podcast was recorded on 26 November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4849003-0 for more information; please visit www.jpmm

Global Commodities: Oil Outlook 2025/2026: Promises made, promises kept

Nov 22 2024 9 mins  
President-elect Trump will return to the White House in January with a commitment to rapidly defeat inflation by lowering energy prices. Trump’s energy agenda presents downside risks to oil prices from deregulation and increased US production, while also posing upside risks by exerting pressure on Iran, Venezuela, and possibly Russia to limit their oil exports and revenues. But w

EM as an Asset Class 2024

Nov 19 2024 19 mins  
Last month our team published “EM as an Asset Class Evolves and Diversifies,” an update of the EM as an Asset Class series that J.P. Morgan research has been producing over the past two decades. In the report we take a longer-term look at how the outlook for EM has shifted as the asset class has evolved. Within the report you can find our “EM Sovereign Credit Markets” secti