Podcast Episodes
Back to SearchEM Fixed Income: Risk risk go away, come again another day
Episode 773
Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.
This pod…
1 month, 4 weeks ago
Global FX: Payrolls prognosis, yen, GBP and HUF
Episode 770
The Global FX team discusses take-aways from a mixed employment report as well as the outlook for yen, GBP and EMEA EM with focus on HUF.
Speakers
…
2 months ago
Global Commodities: Gold is back to Fed-watching
Episode 772
While oil continues to be a key story for commodities markets, gold has been gathering more attention lately. The initial optimism after the signing …
2 months ago
EM Fixed Income: Seeking guidance into the second half
Episode 771
Anezka Christovova, Ben Ramsey and YM Hong discuss the latest market developments and their impacts for the EM fixed income asset class.
This podca…
2 months ago
Global Commodities: Right shock, wrong price
Episode 769
Oil prices extended losses this week as oil flows through Hormuz ramped up to over 50% of pre-war levels. Recent reported data also suggests that the…
2 months, 1 week ago
US Rates: Life, Liberty, and the pursuit of hawkishness
Episode 768
J.P. Morgan Rates strategists Jay Barry and Liam Wash discuss the current rates outlook, risks to the view, and what we can glean from past episodes …
2 months, 1 week ago
EM Fixed Income: Mid-year outlook, amid a moving target backdrop
Episode 767
Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class.
This …
2 months, 1 week ago
Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP
Episode 766
This week, our Global FX Strategists respond to clients’ FAQs following mid-year outlook discussions. We also preview next week’s payrolls print for …
2 months, 1 week ago
Global FX: Bullish Beta, Bullish Dollar
Episode 760
We discuss our mid-year FX outlook in a rare long-format presentation.
Speakers
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strat…
2 months, 2 weeks ago
Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail
Episode 765
Ladislav Jankovic, Arindam Sandilya and Sanjana Shinde discuss the outlook for FX volatility in 2H26.
This podcast was recorded on 18 June 2026.
Thi…
2 months, 2 weeks ago