Podcast Episodes
Back to SearchGlobal FX: Winds of change for the dollar
Episode 709
We discuss recent developments in energy prices and discuss how that is impacting the dollar outlook; Energy importers are particularly vulnerable. W…
3 months, 1 week ago
EM Fixed Income: Assessing the situation and path ahead for EM in Week 2 of the Middle East conflict
Episode 706
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
3 months, 2 weeks ago
US Credit: J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
Episode 705
J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
Speakers:
Stephen Dulake (Co-head of Fundamental Research)
Tarek Hamid (Head of N…
3 months, 2 weeks ago
Global Commodities: Oil and Gas Rocked by Conflict
Episode 704
On Saturday, February 28, Israel and the US started a wave of attacks on Iran, rocking the energy markets. As of Thursday, commercial traffic through…
3 months, 2 weeks ago
Global FX: The best escalation and recovery candidates
Episode 703
We discuss the top down dollar/ FX view following developments in Iran and outline the best escalation and recovery candidates in DM and EM.
Speak…
3 months, 2 weeks ago
EM Fixed Income: Taking stock one week into the Middle East conflict
Episode 702
Jonny Goulden and Anezka Christovova discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was r…
3 months, 2 weeks ago
Global FX: The dollar & AI, CNY, IEEPA, euro bloc
Episode 700
We discuss recent developments around the CNY, GBP, SEK and the dollar.
Speakers
Meera Chandan, Global FX Strategy
Tiffany Wang, Emerging Markets Str…
3 months, 4 weeks ago
European Rate Markets: Eurobonds, by-elections and the spring statement
Episode 699
In this podcast Francis Diamond and Aditya Chordia discuss the topic of Eurobonds as well as UK rate markets following the recent by-election and ahe…
3 months, 4 weeks ago
Global Commodities: Gas Finds a Tighter Balance
Episode 701
Metals and oil dominated the market narrative in the last few weeks. Natural gas, however, has also been dynamic, having gone through its own period …
3 months, 4 weeks ago
EM Fixed Income: Risks around a positive base case
Episode 698
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
4 months ago