Podcast Episodes
Back to SearchGlobal FX: Dollar Debate Corner (again), Yen, RBNZ/RBA
Episode 802
Meera Chandan, Arindam Sandilya and team debate the dollar outlook (again) following the firm employment report. Yen developments on GPIF/ BoJ are di…
13 hours ago
Global Rates: European Rate Markets – ECB meeting and European curves
Episode 803
In this podcast Francis Diamond and Khagendra Gupta discuss the upcoming ECB meeting and thoughts on the EUR and UK curves.
This podcast was record…
14 hours ago
EM Fixed Income: Summer ending but the heat is still on
Episode 804
Anezka Christovova, Ben Ramsey and Nishant Poojary discuss the latest market developments and their impacts for the EM fixed income asset class.
This…
1 day, 15 hours ago
Global FX: EU deep dive, US roundup, back to school themes
Episode 801
Meera Chandan, Greg Fuzesi and Patrick Locke discuss the recent growth and fiscal dynamics in the Euro area with implications for EUR/USD; US events …
1 week ago
At Any Rate - Global FX: Debate Corner 2.0
Episode 798
J.P. Morgan’s FX strategists discuss the outlook for the USD and other currencies in the wake of the US Treasury’s unexpected increase in long-end bo…
2 weeks ago
US Rates: Treasury Buyback Expansion
Episode 800
In this podcast, Jay Barry, Head of Global Rates Strategy, discusses the expansion of the U.S. Treasury’s buyback program and its implications for Tr…
2 weeks ago
EM Fixed Income: Summer of carry, but getting crowded?
Episode 799
Anezka Christovova, Ben Ramsey and Ayomide Mejabi discuss the latest market developments and their impacts for the EM fixed income asset class.
This …
2 weeks, 1 day ago
Global FX: Debate Corner
Episode 797
The Global FX team debates multiple issues: the outlook for USD, yen, as well as the fate of cyclical low-yielders.
Speakers
Meera Chandan, Global…
3 weeks ago
Global Rates: A Mixed Bag of Inflation Market Views
Episode 796
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the Euro area, the UK and the U.S. The…
3 weeks ago
US Rates: A pop in short-term credit supply
Episode 795
J.P. Morgan Short Duration Strategists Pankaj Vohra and Molly Herckis discuss the latest developments in the ABCP and Non-financial CP market.
Spea…
3 weeks, 1 day ago