Podcast Episodes
Back to SearchGlobal Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty
Episode 726
In this podcast Francis Diamond, Jay Barry and Khagendra upcoming central bank meetings and US, Euro area and UK rate markets against the backdrop of…
2 months ago
Global FX: De-dollarization, GBP deep-dive, DM central banks
Episode 727
This week, our global FX strategists discuss de-dollarization, a deep-dive into GBP, and upcoming DM central banks.
Speakers
Meera Chandan Global FX …
2 months ago
EM Fixed Income: Ceasefire implications and Washington takeaways
Episode 725
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
2 months ago
Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up
Episode 723
This week, our global FX & EM strategists discuss the outlook for the dollar and the renewed case for carry across regions. We also discuss FX-releva…
2 months, 1 week ago
Global Commodities: Prices Get Relief
Episode 724
Markets reacted sharply to Iran allowing commercial vessels to go through the Strait of Hormuz. Despite this signal, last shipments from the Gulf hav…
2 months, 1 week ago
Global FX: The beginning of the end?
Episode 720
Arindam Sandilya and James Nelligan discuss FX markets in the aftermath of US - Iran ceasefire.
This podcast was recorded on 10 April 2026.
This com…
2 months, 2 weeks ago
US Rates - GSIB and Basel III Endgame Update
Episode 722
Teresa Ho and Ipek Ozil discuss the latest updates on GSIB and Basel III Endgame and their impact on rates markets.
Speakers:
Teresa Ho, Head of US…
2 months, 2 weeks ago
EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?
Episode 721
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
2 months, 2 weeks ago
Global Commodities: A Month of Disruption
Episode 719
There has been no rest for commodities in the last 34 days. This week, Houthis have formally entered the conflict, while metals and energy infrastruc…
2 months, 3 weeks ago
Global FX: Wary of complacency in FX
Episode 718
We run through the state of current macro markets as this week’s geopolitics has unfolded, detailing our view about potentially complacent FX markets…
2 months, 3 weeks ago