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 and Rates: Yield curve steepening, payrolls and FX hedge ratios (05.09.2025)
Previous Episodes
- 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
- Global Economics, FX and Rates: French political scenarios for macro markets 28.08.2025
- Global FX: The weak dollar view passes a flow test 22.08.2025
- European Rates: Euro and UK inflation markets summer update 20.08.2025
- Global Rates, FX & Economics: Scandinavian macro, FX, and rates update 15.08.2025
- 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
