At Any Rate
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.
Latest Episode
EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic (23.10.2025)
Previous Episodes
- Taking stock of the evolving value proposition of stablecoins
- Global Commodities: Cocoa demand crunch not as bitter as feared
- US Rates - Does QT's end matter for funding and Treasury markets?
- Global FX: Sailing the USD Bearish Ship in Murky Waters
- European Rates: market moves, 2026 Euro area issuance, SSAs, Scandi markets and European inflation
- Asia Cross Asset Podcast: Japan - The New LDP Leader: Implications for policy and markets
- Global FX and Commodities: The bullish case for gold, the bearish case for USD ex-yen and the shutdown showdown
- EM Sovereign External Repayment Risks: Staying alive after 2025
- Global FX: Shutdown limbo
- Global Rates: Cross currency basis 4Q25 outlook
- Global Commodities: Agri trade returns to President Trumps Agenda
- EM Fixed Income: Is better growth worse for EM?
- US Rates - So long EFFR, welcome TGCR
- Global FX: Systematic signals, payrolls/ shutdown, risks to EUR/USD, AI-FX links
- Global Commodities: Supply disruptions give copper prices breakout velocity
- Global Rates: Scandi Central Banks and noisy UK politics
- EM Fixed Income: Frontier Markets Focus
- Global Commodities: At Any Rate: Party like a semiquincentenarian
- Global FX: Take-aways from FOMC and other DM central banks
- Global Rates: Digging into a week of DM central bank decisions
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