Podcast Episodes
Back to SearchGlobal FX: Broader impacts from the dollar bid
Episode 746
We run through some of the broader considerations from the recent dollar bid including the JPY intervention outlook.
This podcast was recorded on 2…
1 month ago
Global Commodities: What’s New?
Episode 747
As Iran and the US continue to work towards a deal, some commodities markets have undergone structural changes. Asian LNG, for example, has been trad…
1 month ago
EM Fixed Income: Assessing EM amid the global repricing of rates
Episode 745
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.
T…
1 month ago
Asia Cross Asset: Taking stock of the North Asian equity surge
Episode 744
Featured in this podcast are Arindam Sandilya and Mixo Das take stock of the North Asian equity surge, as Korea and Taiwan extend AI-led rallies amid…
1 month, 1 week ago
Global FX: EUR-USD divergences, systematic signals, sterling struggles
Episode 740
Meera Chandan, Patrick Locke and Antonin Delair discuss why the top-down view is becoming more supportive of the dollar, new forecast profile for EUR…
1 month, 1 week ago
Global Commodities: Infrastructure 101
Episode 743
As commodity analysts try to interpret the headlines on the Iran conflict, focus is increasingly turning towards potential recovery timeframes. Infra…
1 month, 1 week ago
Global Rates: Analyzing Eurex and US futures roll and cross currency bases
Episode 742
In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Jun26/Sep26 bond futures rollove…
1 month, 1 week ago
Global Rates: Energy priced and UK politics drive Bunds and Gilt yields higher
Episode 741
In this podcast Francis Diamond and Aditya Chordia discuss Euro area and UK rate markets given the moves in oil prices and this week’s political even…
1 month, 1 week ago
EM Fixed Income: Inflation pressures and idiosyncratic EMEA EM politics
Episode 739
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
In Focus: Frontier AI
Episode 738
In this episode, we explore frontier AI’s role in the cybersecurity landscape with our Industry and Policy thematics analysts in Global Research. We …
1 month, 1 week ago