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At Any Rate

At Any Rate
Podcast by J.P. Morgan analysts on global markets

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Multi-Asset Macroeconomics Cross Asset Strategy
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bearishEURO/US DOLLAR
18 Jun 2024 10:00Podcast

Global Rates: Pardon my French

In summary, swap spreads narrowed due to European market effects, French elections caused uncertainty, US treasury cheapened versus swaps, but...

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bearishEURO/US DOLLAR
03 Jun 2024 12:49Podcast

Global Rates : A Round up of Hot Topics for European Rate Markets

The upcoming meeting is expected to result in a 25 basis point cut, with increases in core inflation projections for 2025 and potentially...

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588 Views
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03 Jun 2024 12:46Podcast

Global Commodities: Demand for Oil Is Good, Just Not for Crude

The decline in Brent crude prices due to weakening spreads and a shift in demand towards petrochemicals and natural gas, accompanied by signs of...

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bearishUSD
02 Jun 2024 00:00Podcast

Global FX: G10 Central Bank Meetings and Read-Across for Currencies

The dollar has weakened as investors reduce long positions, and market focus shifts to upcoming US data and the Federal Reserve's actions.

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bullishNatural Gas
27 May 2024 09:51Podcast

Global Commodities: Gas be nimble, gas be quick…but there will be repercussions

Market fears production will return strongly as current production is close to 98 bcf a day in May, expected to increase to 102.3 bcf a day in June...

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