Podcast Episodes
Back to SearchGlobal 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…
3 months, 3 weeks 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…
3 months, 3 weeks 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…
3 months, 3 weeks 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…
3 months, 3 weeks 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…
3 months, 3 weeks 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 …
3 months, 3 weeks ago
Global Rates – And now my fears, they come to me in threes
Episode 736
J.P. Morgan Strategists discuss the impact to the April employment report on FX and rates markets and delve into Treasury’s May refunding announcemen…
3 months, 4 weeks ago
Global Commodities: An Inventory Detour
Episode 737
While markets await Iran’s response to a US proposal to end the war and reopen the Strait, oil inventories are being activated at unprecedented rates…
3 months, 4 weeks ago
Global FX: Yentervention and other FX policy stories
Episode 735
JPMorgan’s FX strategists discuss the outlook for currencies in the wake of the Japanese MOF’s FX intervention, ahead of President Trump and Secretar…
3 months, 4 weeks ago
EM Fixed Income: Parsing peace talks and payrolls
Episode 734
Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class.…
3 months, 4 weeks ago