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
Agri Outlook for 2026/27: Volatility to return off compressed levels in 2026, as global agri availability continues to slide (12.11.2025)
Previous Episodes
- 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
- EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic
- 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
Other podcasts
-
The History of England
-
Yotto - Odd One Out Radio
-
Buckle Up with Barry
-
Sticky Notes: The Classical Music Podcast
-
Christine Caine's Life & Leadership Podcast with Propel Women
-
Not As We Planned
-
You'll Hear It
-
Radical with Amol Rajan
-
Macworld Podcast
-
Sea of Lies
-
The Engadget Podcast
-
Weird Studies
-
The Mystic and The Mayor
-
Strandtown Baptist Church, Belfast
-
Anglo Saxon England Podcast
-
Ukrainecast
-
Trading with GB
-
Like Minded Friends with Tom Allen & Suzi Ruffell
