Podcast Episodes
Back to SearchGlobal Commodities: What are the Markets Missing?
Episode 713
The war in the Middle East is reaching its three-week mark and commodities markets show no signs of easing. On the contrary, attacks on critical ener…
5 months, 2 weeks ago
Global FX: Oil turns up the heat on central banks & FX
Episode 712
This week, our Global FX Strategists unpack the ongoing spillover of the US-Iran conflict through to the dollar, as well as this week’s hawkish centr…
5 months, 2 weeks ago
EM Fixed Income: Middle East conflict week 3 damage assessment for EM
Episode 711
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
5 months, 2 weeks ago
Global Rates: Global DM Swap Spread Outlook
Episode 710
In this podcast Khagendra Gupta, Ipek Ozil, Francis Diamond, Takafumi Yamawaki, and Ben Jarman discuss the main drivers of DM swap spreads.
This po…
5 months, 2 weeks ago
Global Rates: Where next for CB and rates as the Middle-East conflict persists?
Episode 707
In this podcast Francis Diamond, Jay Barry and Aditya Chordia discuss the impact of the ongoing Middle-East conflict on US, Euro area and UK rate mar…
5 months, 3 weeks ago
Global Commodities: Mind the Metals
Episode 708
It has been two weeks since the start of the conflict in the Middle East and supply-side issues remain the top concern for commodity markets. In addi…
5 months, 3 weeks ago
Global FX: Winds of change for the dollar
Episode 709
We discuss recent developments in energy prices and discuss how that is impacting the dollar outlook; Energy importers are particularly vulnerable. W…
5 months, 3 weeks ago
EM Fixed Income: Assessing the situation and path ahead for EM in Week 2 of the Middle East conflict
Episode 706
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
5 months, 3 weeks ago
US Credit: J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
Episode 705
J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
Speakers:
Stephen Dulake (Co-head of Fundamental Research)
Tarek Hamid (Head of N…
5 months, 3 weeks ago
Global Commodities: Oil and Gas Rocked by Conflict
Episode 704
On Saturday, February 28, Israel and the US started a wave of attacks on Iran, rocking the energy markets. As of Thursday, commercial traffic through…
5 months, 4 weeks ago