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At Any Rate
Podcast by J.P. Morgan analysts on global markets
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bearish
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Cross Asset Strategy
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03 Feb 2025 14:38
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Podcast
Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement
Concerns about the future of US equity exceptionalism and its potential impact on the global market, including discussions on the Deepseq model and...
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170 Views
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bullish
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USD
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03 Feb 2025 14:33
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Podcast
U.S. Rates - DeepFreeze
The FOMC kept policy rates unchanged, Chair Powell provided key insights during the press conference, economists expect two more cuts this year,...
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156 Views
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bullish
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Crude Oil
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03 Feb 2025 14:32
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Podcast
Global Commodities: $45 is the new $55
Trump aims to reduce US trade deficit by increasing oil and gas sales, which may require a significant boost in exports and higher oil prices to...
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167 Views
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bearish
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Cross Asset Strategy
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03 Feb 2025 14:30
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EM Fixed Income Focus: Tech ‘n’ Tariffs
Overall, the potential impact of AI breakthroughs on US tech stocks and EM fixed income assets is uncertain and may have varying effects on global...
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155 Views
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bullish
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Cross Asset Strategy
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27 Jan 2025 13:33
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EM Fixed Income Focus: What we know (or don’t) after Week 1
Market participants are seeking clarity on the emerging market outlook while uncertainties surrounding tariffs, immigration, deregulation, tax...
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512 Views
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