Podcast Episodes
Back to SearchGlobal FX: Interrogating the optimistic baseline
Episode 696
Arindam Sandilya, Junya Tanase, James Nelligan and Patrick Locke stress test the cyclically constructive, dollar bearish baseline narrative in light …
4 months ago
Global Commodities: Going Against the Grain on Oil
Episode 697
Last week we visited the International Energy Week in London and found the market to be rather optimistic, making a bullish case for oil. Respectfull…
4 months ago
Global Commodities: Are Commodities the Market’s Crystal Ball?
Episode 692
Sharp selloffs in metals and elevated oil prices beg the question - is commodity volatility a harbinger of things to come, or merely a correction? Wh…
4 months, 1 week ago
Global FX: How much is too much?
Episode 694
Arindam Sandilya, James Nelligan and Patrick Locke discuss the FX outlook against the backdrop of US equity stress and underperformance of US stocks …
4 months, 1 week ago
European Rates: Scandinavian rate outlook – a long winter hibernation
Episode 695
In this podcast Francis Diamond and Frida Infante discuss the outlook for Sweden and Norway rate markets.
This podcast was recorded on 13 February …
4 months, 1 week ago
EM Fixed Income: Getting fully back on the EM horse
Episode 693
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This…
4 months, 1 week ago
Global Rates: Analysing Eurex and US futures roll
Episode 691
In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Mar26/Jun26 bond futures rollove…
4 months, 1 week ago
Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data
Episode 689
The FX team discusses a variety of topics: the euro bloc/ APAC FX rotation, RBA hawkish pivot, scenarios around upcoming JP elections, the dovish BoE…
4 months, 2 weeks ago
Global Commodities: Deconstructing the Metal Mania
Episode 690
Metal mania returns. In this episode, Natasha Kaneva is joined by Greg Shearer, the Head of Base and Precious Metals at JPMorgan. We decompose the re…
4 months, 2 weeks ago
European Rates: ECB and BoE February meetings, skinny carry in Euro area, increased UK political noise
Episode 688
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the ECB and BoE monetary policy meetings and implications for rate market…
4 months, 2 weeks ago