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

At Any Rate

Podcast by J.P. Morgan analysts on global markets

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.

FX & Rates

<ul><li>Discussion on US elections and Fed policy implications</li><li>Impact of policy uncertainty on calendar spreads and wild card options</li><li>Investor positioning and its influence on various bond contracts</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on US elections and Fed policy implicationsImpact of policy uncertainty on calendar spreads and wild card optionsInvestor positioning and its influence on various bond contractsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

At Any Rate: Treasury Futures Quarterly Roll

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul><li>Happy Sunday from Copenhagen.</li><li>Bear with me this week through this long read as we approach an extremely interesting crossroads in sovereign bond markets, impacted by very tight liquidity.</li><li>This story has been somewhat masked by policy events in the US and Germany, but it may nonetheless be the most important narrative for Q4, which is why you need to pay attention to it.</li></ul>

Happy Sunday from Copenhagen.Bear with me this week through this long read as we approach an extremely interesting crossroads in sovereign bond markets, impacted by very tight liquidity.This story has been somewhat masked by policy events in the US and Germany, but it may nonetheless be the most important narrative for Q4, which is why you need to pay attention to it.

Steno Signals #125: EUR Liquidity Overtakes USD Liquidity – A Historic Shift

<ul><li>Trump highlighted the attributes of the US dollar, including high yield and superior growth, post-election</li><li>The election results initially indicated a red sweep, but the margins in the House are narrower than expected</li><li>The FOMC meeting was calm, with a focus on data dependence and upcoming economic indicators for a potentially more interesting December meeting</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump highlighted the attributes of the US dollar, including high yield and superior growth, post-electionThe election results initially indicated a red sweep, but the margins in the House are narrower than expectedThe FOMC meeting was calm, with a focus on data dependence and upcoming economic indicators for a potentially more interesting December meetingThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>German Eco deepens global research podcast, European rate market reactions, and US bank in the coalition government</li><li>German bond curve steepened after coalition collapse, leading to cheaper Germany versus Swap on Thursday</li><li>Riksbank and Norges Bank deliver expected rate cuts, with Riksbank moving towards neutral rates and Norges Bank starting gradual easing cycle in early 2025.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

German Eco deepens global research podcast, European rate market reactions, and US bank in the coalition governmentGerman bond curve steepened after coalition collapse, leading to cheaper Germany versus Swap on ThursdayRiksbank and Norges Bank deliver expected rate cuts, with Riksbank moving towards neutral rates and Norges Bank starting gradual easing cycle in early 2025.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: A Busy Week for European Rate Markets

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency Analyst

Crypto

<ul><li>This Tuesday, the U.S. electorate reelected Donald Trump as the 47th President of the United States. </li><li>We—and surely the market as a whole—have consistently noted that Trump’s return to the White House will have an extremely strong positive effect on the crypto market.</li><li>We see two imminent key outcomes emerging from Trump’s upcoming administration.</li></ul>

This Tuesday, the U.S. electorate reelected Donald Trump as the 47th President of the United States. We—and surely the market as a whole—have consistently noted that Trump’s return to the White House will have an extremely strong positive effect on the crypto market.We see two imminent key outcomes emerging from Trump’s upcoming administration.

Crypto Moves #51 – Trump’s Win: A Game Changer for Crypto

United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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At Any Rate: Treasury Futures Quarterly Roll

JP Morgan's global research podcast discusses upcoming US elections and Fed policy, quarterly roles in rates markets after recent events and...

At Any Rate

Steno Signals #125: EUR Liquidity Overtakes USD Liquidity – A Historic Shift

Happy Sunday from Copenhagen. Bear with me this week through this long read as we approach an extremely interesting crossroads in sovereign bond...

Steno Research

Global FX: “Nobody Has What We Have”

Trump praised the US and the dollar, post-election markets saw a red sweep with strong Republican performance, and despite smaller margins,...

At Any Rate

Global Rates: A Busy Week for European Rate Markets

In the latest episode of the German Eco global research podcast, the focus is on the European rate market amidst a busy week with the US election...

At Any Rate

Crypto Moves #51 – Trump’s Win: A Game Changer for Crypto

This Tuesday, the U.S. electorate reelected Donald Trump as the 47th President of the United States. We—and surely the market as a whole—have...

Steno Research

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52-week Range

Market Cap (USDm)

P/E

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