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At Any Rate
Podcast by J.P. Morgan analysts on global markets
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At Any Rate
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United States
Joined:
24 September 2023
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bullish
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USD
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25 Jul 2024 09:18
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Podcast
Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer
Credit spreads are trading within a tight range, unaffected by recent political events and market volatility, with macroeconomic policies and...
At Any Rate
153 Views
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bullish
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Cross Asset Strategy
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22 Jul 2024 12:29
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Podcast
EM Fixed Income: Goldilocks and the US election
In summary, despite some fluctuations in EM currencies and rates markets, there is little evidence to suggest that the upcoming US election is...
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233 Views
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bullish
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Gold
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22 Jul 2024 09:19
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Podcast
Global Commodities: 2024 US Election Watch—Reassessing Implications for Commodities Under a Red Wave
Republican momentum has increased in support of Trump after an assassination attempt, with potential impacts on the commodities sector,...
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227 Views
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bearish
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Crude Oil
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14 Jul 2024 08:12
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Podcast
Global Commodities: A Dichotomy in the Oil Balance
Oil prices are expected to decrease in the fourth quarter of 2025 due to tightening balances, with global oil demand growth projected at 1.4...
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25 Views
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bullish
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JPY
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14 Jul 2024 08:00
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Podcast
Global FX: On Japan Intervention/ GPIF, Dollar Supports and European Data
The Ministry of Finance intervened in the yen market, leading to significant capital outflows from Japan and potential repatriation flows due to...
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10 Views
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