Podcast Episodes
Back to SearchGlobal Commodities: A Perfect Storm
Episode 758
On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through th…
2 weeks ago
Global FX: Central banks take centre stage
Episode 757
Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the global FX outlook ahead of a heavy calendar of central bank meetings ne…
2 weeks ago
Global FX & Economics: UK Outlook, GBP and SEK
Episode 755
We review the UK outlook in terms of economics and politics, as well as the ramifications for GBP, and we conclude with other views of note in the Eu…
2 weeks, 1 day ago
US Rates - Another Volatile Week in Rates Markets
Episode 754
Jay Barry and Ipek Ozil discuss the latest developments in rates markets and outlook for rates into the remainder of the year.
Speakers:
Jay Barry, H…
2 weeks, 6 days ago
Global Commodities: Is that it?
Episode 753
If anything stands out in energy markets now, it is that prices have become remarkably sanguine despite an ongoing supply shock. Although market conf…
3 weeks ago
Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup
Episode 752
Meera Chandan, Patrick Locke and James Nelligan unpack the latest payrolls report, emphasizing U.S. exceptionalism, and preview the upcoming central …
3 weeks ago
Global Rates: ECB, cross-market views and UK politics update
Episode 751
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting and implications for Euro area rate markets, cro…
3 weeks ago
Global Commodities: Can the world live with 9% less oil?
Episode 750
We spent last week in China, and the most striking takeaway from our meetings was not simply that oil demand has fallen, it was that it did so abrupt…
4 weeks ago
Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols
Episode 749
This week, our Global FX Strategists, Patrick Locke, Meera Chandan, Arindam Sandilya and Ladislav Jankovic look at the dollar’s undershoot vs real ra…
4 weeks ago
EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls
Episode 748
Anezka Christovova, Ben Ramsey and Nishant Poojary discuss the latest market developments and their impacts for the EM fixed income asset class.
This…
4 weeks, 1 day ago