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: US data, DM central banks, year-end observations (19.12.2025)
Previous Episodes
- US Rates - Keep the liquidity flowing
- EM Fixed Income: The most wonderful time
- Global FX: Dollar down after Fed; central banks and US data center stage for FX next week
- Global Commodities: Oil Outlook 2026/2027—Heavy Lifting
- Global Commodities: 2026 Outlook – Supply-driven crocodile cycle
- Global FX Outlook 2026: Bearish USD, Bullish Beta
- 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
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