At Any Rate

474 Folgen

1. Global FX and Rates: US moderation vs. tariffs tunes

   Vom: 28.2.2025
2. Global Commodities: Copper — From tariffs to tightness

   Vom: 28.2.2025
3. US Rates - Monthly inflation outlook: Looking for value amid global inflation cross-currents

   Vom: 27.2.2025
4. EM Fixed Income Focus: Revolving market regimes

   Vom: 27.2.2025
5. European Rates: Analysing Eurex futures roll

   Vom: 25.2.2025
6. EM Fixed Income: Argentina: Is this time different?

   Vom: 25.2.2025
7. Global FX and Economics: German elections - “The world isn’t waiting” but the euro will have to

   Vom: 24.2.2025
8. US Rates – Everybody knows this is nowhere

   Vom: 21.2.2025
9. Global FX: Fed, not trade, is weighing on the dollar

   Vom: 21.2.2025
10. Global Commodities: The Trump doctrine: 2025 a pivotal year for Iran with likely minimal impact on production

    Vom: 21.2.2025
11. Global Rates, EM & Economics: Q&A on European defence spending and Ukraine

    Vom: 20.2.2025
12. Global FX, Commodities and EM: Implications of Russia-Ukraine cease-fire

    Vom: 14.2.2025
13. EM Fixed Income: Noise versus Signal

    Vom: 13.2.2025
14. U.S. Rates - The March – June Treasury futures roll

    Vom: 12.2.2025
15. Global FX and US rates: Payrolls special

    Vom: 7.2.2025
16. Global Commodities: Global Natural Gas: Increased Russian pipeline gas to Europe?

    Vom: 7.2.2025
17. U.S. Rates - DeepFreeze

    Vom: 31.1.2025
18. Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

    Vom: 31.1.2025
19. Global Commodities: $45 is the new $55

    Vom: 31.1.2025
20. EM Fixed Income Focus: Tech ‘n’ Tariffs

    Vom: 31.1.2025