At Any Rate

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: Is better growth worse for EM? (01.10.2025)

Previous Episodes

  • US Rates - So long EFFR, welcome TGCR 27.09.2025
  • Global FX: Systematic signals, payrolls/ shutdown, risks to EUR/USD, AI-FX links 26.09.2025
  • Global Commodities: Supply disruptions give copper prices breakout velocity 26.09.2025
  • Global Rates: Scandi Central Banks and noisy UK politics 26.09.2025
  • EM Fixed Income: Frontier Markets Focus 23.09.2025
  • Global Commodities: At Any Rate: Party like a semiquincentenarian 22.09.2025
  • Global FX: Take-aways from FOMC and other DM central banks 19.09.2025
  • Global Rates: Digging into a week of DM central bank decisions 19.09.2025
  • Global Rates: Monthly Inflation Outlook 18.09.2025
  • EM Fixed Income: (EM) Credit where credit’s due 18.09.2025
  • US Rates: Yield curve bull flattens ahead of September FOMC 13.09.2025
  • Global FX: Previewing central bank event risk for FX 12.09.2025
  • Global Rates: ECB and BoE meetings, French spreads and Dutch indexation 12.09.2025
  • Global Commodities: Beware the Ides of September 12.09.2025
  • Emerging Markets Outlook and Strategy for September 2025 11.09.2025
  • Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios 05.09.2025
  • Global Commodities: Risk premium out, storage premium in 05.09.2025
  • EM Fixed Income: Wake me up when September starts 04.09.2025
  • Global Rates: Scandi Rates Outlook 04.09.2025
  • Global Rates: Euro area and UK rate markets into the end of summer 29.08.2025

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