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
Global FX Outlook 2026: Bearish USD, Bullish Beta (28.11.2025)
Previous Episodes
- Global FX Volatility Outlook 2026
- Emerging Markets Outlook and Strategy for 2026
- Global Rates 2026 Outlook
- Global Commodities: Metals headed for even greater heights
- Global Rates: Analyzing Eurex and US futures roll
- Global FX: EUR/USD contemplation, GBP fiscal and JPY woes
- Global Commodities: Rising LNG supply underscores need for demand-side infrastructure
- EM Fixed Income: A year of Latam elections
- Agri Outlook for 2026/27: Volatility to return off compressed levels in 2026, as global agri availability continues to slide
- European Rates: BoE and Scandi central bank roundup
- Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD
- EM Fixed Income: All the small things
- Global Rates: Trick or Treating with Central Banks
- Global FX: Hawkish Fed & dovish BoJ force a Yen forecast rethink
- Global Commodities: China’s LNG demand to peak in early 2030s
- EM Fixed Income: Not spooked yet
- Asia Cross Asset Podcast: From Abenomics to ‘Sanae-nomics’ - What to expect for Japan policies, markets and the Yen
- At Any Rate: Of funding and refundings
- Global FX: Japan focus, US/China, PMIs, Fed/ECB
- Global Commodities: Oil glut paves way for stronger sanctions. If enforced
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