Podcast Episodes
Back to SearchGlobal Commodities: Miraculous recovery
Episode 794
For the last few months, our focus has understandably been on oil and history's largest supply disruption. While we have spoken extensively about inv…
4 weeks, 1 day ago
Global FX: Payrolls a setback to USD; still constructive on carry post-JPY intervention
Episode 793
This week, our Global FX Strategists assess the impact NFP for the dollar in the wake of last week’s FOMC outcome and JPY intervention. We also expan…
4 weeks, 1 day ago
EM Fixed Income: Carry on, notwithstanding core market shifts
Episode 792
Ben Ramsey, YM Hong and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class.
This podca…
4 weeks, 2 days ago
US Rates: See you next (fiscal) year
Episode 791
Rates strategists Jay Barry and Amanda Berke discuss Treasury’s August refunding announcement, the implications on issuance and yield levels, alongsi…
4 weeks, 2 days ago
Global Commodities: From chokepoints to checkbooks
Episode 790
This week delivered headlines across the board, and commodities were no exception. While Brent crude prices dropped off 11% from their highs last wee…
1 month ago
US Rates: “Truth” and consequences: The impact of President Trump's Truth Social posts on interest rate markets
Episode 789
J.P. Morgan Strategists discuss the impact of President Trump’s Truth Social posts on interest rate markets.
Speakers:
Ipek Ozil, Head of US Interes…
1 month ago
Global FX: Dollar down after FOMC, MoF intervention
Episode 788
This week, our Global FX Strategists unpack the fallout from the FOMC for the dollar, as well as implications from another round of Japan FX interven…
1 month ago
Global Commodities: The Freakonomics of Oil
Episode 787
Brent is up nearly 40% in July, setting itself up for the strongest monthly gain since March. With flows from the Persian Gulf suppressed and Red Sea…
1 month, 1 week ago
Global FX: USD pre-Fed, EM movers, GBP & cross-border M&A
Episode 785
This week, our global FX and EM strategists discuss the bullish risks for USD into the FOMC meeting, EM FX movers (ZAR, CLP, HUF), GBP valuations & B…
1 month, 1 week ago
EM Fixed Income: At this rate, should we worry?
Episode 786
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.
Thi…
1 month, 1 week ago