At Any Rate

At Any Rate

by

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Recent Episodes

  • Global Commodities: Cocoa market crunch

    2 days ago
  • Global Rates: European rates summer themes – seasonality, swap spreads, SSAs and gilts

    1 week ago
  • Global FX: Keeping the bearish USD view

    1 week ago
  • Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover

    1 week ago
  • Asia Cross Asset: Liberation Day 2.0 and Asia

    1 week ago
  • Global Commodities: Global upstream Oil & Gas capital spending faces first contraction since 2020

    2 weeks ago
  • Global FX: Deep-dive into global FX hedge ratios

    2 weeks ago
  • Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty

    3 weeks ago
  • Global Rates: European rates markets roundup: German fiscal, NATO meeting, carry themes, de-dollarisation flows and UK rates

    3 weeks ago
  • Global FX: Mid-Year Outlook - Tell me something new

    3 weeks ago