Podcast Episodes
Back to SearchGlobal 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 months 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 months 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 months 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…
3 months, 1 week 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…
3 months, 1 week 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…
3 months, 1 week ago
Global 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…
3 months, 2 weeks 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…
3 months, 2 weeks 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…
3 months, 2 weeks 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…
3 months, 2 weeks ago