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 Rates, FX & Economics: Scandinavian macro, FX, and rates update (15.08.2025)
Previous Episodes
- Global FX: Can USD weakness continue, Russia/Ukraine Scenarios and what’s next for GBP 15.08.2025
- US Rates: Analysing Eurex and US futures roll 14.08.2025
- Global FX: Update on systematic FX signals and EM currencies 08.08.2025
- Global Rates: Dissecting the BoE’s hawkish cut, Scandi rate markets update 08.08.2025
- EM Fixed Income: Stay local this summer 07.08.2025
- Global FX & Economics: BoE policy meeting preview 05.08.2025
- Global FX and Rates: FOMC, Payrolls, Refunding and Trade deals 02.08.2025
- EM Fixed Income: Assessing a big week for trade and macro data 01.08.2025
- Global Commodities: Tariff shockwaves churn crude and copper markets 01.08.2025
- US Rates: Stablecoins – they’re only getting started 31.07.2025
- Global FX, Rates and Economics: Post-ECB and pre-trade deal thoughts 25.07.2025
- Global Commodities: Is volatility cheap in September? 25.07.2025
- EM Fixed Income: Summer catch-up as spreads catch-down 25.07.2025
- US Rates: Previewing the August refunding announcement 23.07.2025
- Global FX: Japan & US policy implications for FX 19.07.2025
- EM Fixed Income: Emerging Markets Outlook and Strategy: Hold reduced EM exposure into the summer as market pricing and positioning are downplaying risks 18.07.2025
- Global Commodities: Cocoa market crunch 18.07.2025
- Global Rates: European rates summer themes – seasonality, swap spreads, SSAs and gilts 11.07.2025
- Global FX: Keeping the bearish USD view 11.07.2025
- Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover 11.07.2025
