Podcast Episodes

US Rates - Keep the liquidity flowing

Episode 666

US Rates Strategists Teresa Ho, Ipek Ozil, and Phoebe White discuss the implications of the delayed economic data, Fed chair selection process, and t…

6 months, 1 week ago

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EM Fixed Income: The most wonderful time

Episode 665

Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.

 

This…

6 months, 1 week ago

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Global FX: Dollar down after Fed; central banks and US data center stage for FX next week

Episode 664

This week, our Global FX Strategists break down what the recent move in global rates means for FX, and how the FOMC meeting impacted the broad dollar…

6 months, 2 weeks ago

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Global Commodities: Oil Outlook 2026/2027—Heavy Lifting

Episode 663

Surpluses in 2025 are expected to widen further into 2026 and 2027, as global oil supply is projected to outpace demand—expanding at three times the …

6 months, 2 weeks ago

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