Podcast Episodes
Back to SearchUS Rates: Crypto market structure bill in limbo
Episode 687
US Rates Strategists Teresa Ho and Molly Herckis discuss the latest developments in the digital cash space. Updates include a stall in Congress passi…
4 months, 3 weeks ago
EM Fixed Income: A rest is as good as a change
Episode 686
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, 3 weeks ago
Global Commodities: A week of commodity whiplash
Episode 685
In this episode, JPMorgan analysts digest yet another week of market volatility in commodities. The metals hit records on Thursday, but only to backt…
4 months, 3 weeks ago
Global FX and Commodities: The dollar, metals, APAC and vols
Episode 683
We assess the outlook for metals and the dollar after a parabolic week. Special focus on APAC.
Speakers:
Meera Chandan, Global FX Strategy
Gregory…
4 months, 3 weeks ago
EM Fixed Income: Navigating choppier seas with a temperamental compass
Episode 684
Jonny Goulden, Arindam Sandilya and Anezka Christovova discuss the latest market developments and their impacts for the EM fixed income asset class.
…4 months, 3 weeks ago
US Rates: Should we talk about the weather?
Episode 682
Jay Barry and Phoebe White discuss the outlook for US rates in the wake of the FOMC meeting and preview the February refunding announcement.
Speake…
4 months, 4 weeks ago
Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed
Episode 681
Macro signals are highly procyclical but technical signals turn cautious – we debate what matters more. Plus USD/CNY breaks 7.0, Scandis break higher…
5 months ago
European Rates: Less keen on carry, UK political noise but no signal
Episode 679
In this podcast Francis Diamond and Aditya Chordia discuss some key themes in European rate markets for January, revisiting the theme of limited sele…
5 months ago
Global Rates: Cross currency basis 1H26 outlook
Episode 680
In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of €STR/SOFR cross currency base.
Speakers:
Khagendra Gupta - Head of European I…
5 months ago
EM Fixed Income: A technical signal amid all the noise
Episode 678
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
5 months ago