Podcast

At Any Rate

Author: J.P. Morgan Global Research
Feed episode count: 100
Official site: https://jpmorgan.com/global/research
RSS: https://atanyrate.podbean.com/feed.xml
JSON: /v1/public/podcasts/at-any-rate-94814
Markdown: /podcast/at-any-rate-94814.md

Summary

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.

Episodes

Sep 18, 2026 · not_requested

Global FX: Bullish beta, bullish USD reinforced

Duration seconds: 1570
Source: https://atanyrate.podbean.com/e/global-fx-bullish-beta-bullish-usd-reinforced/

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Sep 18, 2026 · not_requested

Global Commodities: The ways of water

Duration seconds: 833
Source: https://atanyrate.podbean.com/e/global-commodities-the-ways-of-water/

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Sep 17, 2026 · not_requested

US Rates: Talk the talk, walk the walk

Duration seconds: 740
Source: https://atanyrate.podbean.com/e/us-rates-talk-the-talk-walk-the-walk/

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Sep 17, 2026 · not_requested

Key Takeaways: European Leveraged Finance Conference 2026

Duration seconds: 957
Source: https://atanyrate.podbean.com/e/key-takeaways-european-leveraged-finance-conference-2026/

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Sep 17, 2026 · not_requested

EM Fixed Income: Is the coast clear after the Fed?

Duration seconds: 1164
Source: https://atanyrate.podbean.com/e/em-fixed-income-is-the-coast-clear-after-the-fed/

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Sep 14, 2026 · not_requested

BOJ Preview: Global Market Implications

Duration seconds: 2238
Source: https://atanyrate.podbean.com/e/boj-preview-global-market-implications/

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Sep 11, 2026 · not_requested

US Rates: And you’re not gonna reach my telephone

Duration seconds: 995
Source: https://atanyrate.podbean.com/e/us-rates-and-you-re-not-gonna-reach-my-telephone/

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Sep 11, 2026 · not_requested

Global FX: Post-CPI and pre-Fed FX round up

Duration seconds: 935
Source: https://atanyrate.podbean.com/e/global-fx-post-cpi-and-pre-fed-fx-round-up/

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Sep 11, 2026 · not_requested

Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting

Duration seconds: 1155
Source: https://atanyrate.podbean.com/e/global-rates-fri-11-sep/

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Sep 10, 2026 · not_requested

EM Fixed Income: Battle tested, but shields still up

Duration seconds: 1449
Source: https://atanyrate.podbean.com/e/em-fixed-income-draft-thu-10-sept/

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Sep 4, 2026 · not_requested

Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA

Duration seconds: 1864
Source: https://atanyrate.podbean.com/e/global-fx-draft-fri-04-sept/

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Sep 4, 2026 · not_requested

Global Rates: European Rate Markets – ECB meeting and European curves

Duration seconds: 640
Source: https://atanyrate.podbean.com/e/global-rates-draft-fri-04-sept/

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Sep 3, 2026 · not_requested

EM Fixed Income: Summer ending but the heat is still on

Duration seconds: 1263
Source: https://atanyrate.podbean.com/e/em-fixed-income-summer-ending-but-the-heat-is-still-on/

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Aug 28, 2026 · not_requested

Global FX: EU deep dive, US roundup, back to school themes

Duration seconds: 1285
Source: https://atanyrate.podbean.com/e/global-fx-xxx-fri-28-aug-draft/

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Aug 21, 2026 · not_requested

At Any Rate - Global FX: Debate Corner 2.0

Duration seconds: 1809
Source: https://atanyrate.podbean.com/e/global-fx-draft-fri-21-aug/

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Aug 21, 2026 · not_requested

US Rates: Treasury Buyback Expansion

Duration seconds: 1660
Source: https://atanyrate.podbean.com/e/us-rates-treasury-buyback-expansion/

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Aug 20, 2026 · not_requested

EM Fixed Income: Summer of carry, but getting crowded?

Duration seconds: 1354
Source: https://atanyrate.podbean.com/e/em-fixed-income-summer-of-carry-but-getting-crowded/

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Aug 14, 2026 · not_requested

Global FX: Debate Corner

Duration seconds: 1873
Source: https://atanyrate.podbean.com/e/global-fx-draft-1786719113/

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Aug 14, 2026 · not_requested

Global Rates: A Mixed Bag of Inflation Market Views

Duration seconds: 1351
Source: https://atanyrate.podbean.com/e/global-rates-a-mixed-bag-of-inflation-market-views/

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Aug 13, 2026 · not_requested

US Rates: A pop in short-term credit supply

Duration seconds: 464
Source: https://atanyrate.podbean.com/e/us-rates-%e2%80%93-a-pop-in-short-term-credit-supply/

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Aug 7, 2026 · not_requested

Global Commodities: Miraculous recovery

Duration seconds: 470
Source: https://atanyrate.podbean.com/e/global-commodities-miraculous-recovery/

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Aug 7, 2026 · not_requested

Global FX: Payrolls a setback to USD; still constructive on carry post-JPY intervention

Duration seconds: 1086
Source: https://atanyrate.podbean.com/e/global-fx-xxxxx-draft-xxxxxx/

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Aug 6, 2026 · not_requested

EM Fixed Income: Carry on, notwithstanding core market shifts

Duration seconds: 1205
Source: https://atanyrate.podbean.com/e/em-fixed-income-carry-on-notwithstanding-core-market-shifts/

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Aug 6, 2026 · not_requested

US Rates: See you next (fiscal) year

Duration seconds: 1019
Source: https://atanyrate.podbean.com/e/us-rates-see-you-next-fiscal-year/

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Jul 31, 2026 · not_requested

Global Commodities: From chokepoints to checkbooks

Duration seconds: 599
Source: https://atanyrate.podbean.com/e/global-commodities-from-chokepoints-to-checkbooks/

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Jul 31, 2026 · not_requested

US Rates: “Truth” and consequences: The impact of President Trump's Truth Social posts on interest rate markets

Duration seconds: 293
Source: https://atanyrate.podbean.com/e/at-any-rate-truth-and-consequences-the-impact-of-president-trumps-truth-social-posts-on-interest-rate-markets/

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Jul 31, 2026 · not_requested

Global FX: Dollar down after FOMC, MoF intervention

Duration seconds: 1528
Source: https://atanyrate.podbean.com/e/global-fx-dollar-down-after-fomc-mof-intervention/

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Jul 24, 2026 · not_requested

Global Commodities: The Freakonomics of Oil

Duration seconds: 731
Source: https://atanyrate.podbean.com/e/global-commodities-the-freakonomics-of-oil/

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Jul 24, 2026 · not_requested

Global FX: USD pre-Fed, EM movers, GBP & cross-border M&A

Duration seconds: 967
Source: https://atanyrate.podbean.com/e/global-fx-draft-fri-24-july/

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Jul 23, 2026 · not_requested

EM Fixed Income: At this rate, should we worry?

Duration seconds: 1378
Source: https://atanyrate.podbean.com/e/at-any-rate-em-fixed-income-at-this-rate-should-we-worry/

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Jul 22, 2026 · not_requested

US Rates: Fed Policy Outlook & New Task Forces

Duration seconds: 2338
Source: https://atanyrate.podbean.com/e/at-any-rate-fed-outlook-policy-new-task-forces/

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Jul 20, 2026 · not_requested

Global Rates: A long hot summer for front-end inflation markets

Duration seconds: 970
Source: https://atanyrate.podbean.com/e/global-rates-a-long-hot-summer-for-front-end-inflation-markets/

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Jul 17, 2026 · not_requested

Global Commodities: Eyes back on Hormuz

Duration seconds: 795
Source: https://atanyrate.podbean.com/e/global-commodities-eyes-back-on-hormuz/

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Jul 17, 2026 · not_requested

Global Rates: Summer thoughts on European rates

Duration seconds: 753
Source: https://atanyrate.podbean.com/e/global-rates-draft-17-july/

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Jul 17, 2026 · not_requested

Global FX: CPI/ USD, Model take-aways, EM rundown

Duration seconds: 1339
Source: https://atanyrate.podbean.com/e/new-global-fx-cpi-usd-model-take-aways-em-rundown/

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Jul 16, 2026 · not_requested

EM Fixed Income: Navigating cross-currents, even on the frontier

Duration seconds: 1270
Source: https://atanyrate.podbean.com/e/em-fixed-income-navigating-cross-currents-even-on-the-frontier/

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Jul 16, 2026 · not_requested

In Focus: US Defense

Duration seconds: 1525
Source: https://atanyrate.podbean.com/e/in-focus-us-defense/

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Jul 10, 2026 · not_requested

US Rates - Cash continues to roll in

Duration seconds: 492
Source: https://atanyrate.podbean.com/e/us-rates-cash-continues-to-roll-in/

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Jul 10, 2026 · not_requested

Global Commodities: A sense of déjà vu

Duration seconds: 735
Source: https://atanyrate.podbean.com/e/global-commodities-a-sense-of-deja-vu/

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Jul 10, 2026 · not_requested

Global FX: Keep calm and carry on

Duration seconds: 1188
Source: https://atanyrate.podbean.com/e/global-fx-keep-calm-and-carry-on/

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Jul 9, 2026 · not_requested

EM Fixed Income: Risk risk go away, come again another day

Duration seconds: 1188
Source: https://atanyrate.podbean.com/e/em-fixed-income-risk-risk-go-away-come-again-another-day/

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Jul 3, 2026 · not_requested

Global FX: Payrolls prognosis, yen, GBP and HUF

Duration seconds: 1224
Source: https://atanyrate.podbean.com/e/global-fx-draft-xxxxxxxx/

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Jul 2, 2026 · not_requested

Global Commodities: Gold is back to Fed-watching

Duration seconds: 555
Source: https://atanyrate.podbean.com/e/global-commodities-gold-is-back-to-fed-watching/

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Jul 1, 2026 · not_requested

EM Fixed Income: Seeking guidance into the second half

Duration seconds: 852
Source: https://atanyrate.podbean.com/e/em-fixed-income-seeking-guidance-into-the-second-half/

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Jun 26, 2026 · not_requested

Global Commodities: Right shock, wrong price

Duration seconds: 565
Source: https://atanyrate.podbean.com/e/global-commodities-right-shock-wrong-price/

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Jun 26, 2026 · not_requested

US Rates: Life, Liberty, and the pursuit of hawkishness

Duration seconds: 629
Source: https://atanyrate.podbean.com/e/us-rates-life-liberty-and-the-pursuit-of-hawkishness/

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Jun 26, 2026 · not_requested

EM Fixed Income: Mid-year outlook, amid a moving target backdrop

Duration seconds: 1039
Source: https://atanyrate.podbean.com/e/em-fixed-income-mid-year-outlook-amid-a-moving-target-backdrop/

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Jun 26, 2026 · not_requested

Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP

Duration seconds: 1492
Source: https://atanyrate.podbean.com/e/global-fx-mid-year-outlook-pushbacks-payrolls-cny-gbp/

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Jun 19, 2026 · not_requested

Global FX: Bullish Beta, Bullish Dollar

Duration seconds: 2695
Source: https://atanyrate.podbean.com/e/global-fx-mid-year-outlook-draft-xxxxxx/

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Jun 19, 2026 · not_requested

Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail

Duration seconds: 982
Source: https://atanyrate.podbean.com/e/global-fx-2h-vol-outlook-carry-the-day-vol-the-tail/

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Jun 19, 2026 · not_requested

Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)

Duration seconds: 719
Source: https://atanyrate.podbean.com/e/global-rates-fri-19-jun-draft/

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Jun 18, 2026 · not_requested

Global Commodities: Seeing the Invisible

Duration seconds: 589
Source: https://atanyrate.podbean.com/e/global-commodities-seeing-the-invisible/

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Jun 18, 2026 · not_requested

Global Rates: Inflation Markets in Europe, the UK and the US

Duration seconds: 988
Source: https://atanyrate.podbean.com/e/global-rates-inflation-markets-in-europe-the-uk-and-the-us/

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Jun 18, 2026 · not_requested

In Focus: G7 Summit

Duration seconds: 1354
Source: https://atanyrate.podbean.com/e/in-focus-g7-summit/

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Jun 15, 2026 · not_requested

Emerging Markets Outlook and Strategy for 2H26

Duration seconds: 1515
Source: https://atanyrate.podbean.com/e/emerging-markets-outlook-and-strategy-for-2h26/

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Jun 12, 2026 · not_requested

Global Rates: European Rate Markets – looking ahead over 2H26

Duration seconds: 1077
Source: https://atanyrate.podbean.com/e/global-rates-european-rate-markets-%e2%80%93-looking-ahead-over-2h26/

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Jun 12, 2026 · not_requested

Global Commodities: A Perfect Storm

Duration seconds: 500
Source: https://atanyrate.podbean.com/e/global-commodities-a-perfect-storm/

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Jun 12, 2026 · not_requested

Global FX: Central banks take centre stage

Duration seconds: 1323
Source: https://atanyrate.podbean.com/e/global-fx-central-banks-take-centre-stage/

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Jun 11, 2026 · not_requested

Global FX & Economics: UK Outlook, GBP and SEK

Duration seconds: 915
Source: https://atanyrate.podbean.com/e/global-fx-economics-uk-outlook-gbp-and-sek/

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Jun 5, 2026 · not_requested

US Rates - Another Volatile Week in Rates Markets

Duration seconds: 820
Source: https://atanyrate.podbean.com/e/us-rates-another-volatile-week-in-rates-markets/

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Jun 5, 2026 · not_requested

Global Commodities: Is that it?

Duration seconds: 709
Source: https://atanyrate.podbean.com/e/global-commodities-is-that-it/

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Jun 5, 2026 · not_requested

Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup

Duration seconds: 1017
Source: https://atanyrate.podbean.com/e/global-fx-xxxxxxx-1780670908/

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Jun 5, 2026 · not_requested

Global Rates: ECB, cross-market views and UK politics update

Duration seconds: 582
Source: https://atanyrate.podbean.com/e/global-rates-ecb-cross-market-views-and-uk-politics-update/

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May 29, 2026 · not_requested

Global Commodities: Can the world live with 9% less oil?

Duration seconds: 660
Source: https://atanyrate.podbean.com/e/global-commodities-can-the-world-live-with-9-less-oil/

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May 29, 2026 · not_requested

Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols

Duration seconds: 969
Source: https://atanyrate.podbean.com/e/global-fx-bearish-eur-factors-intensify-usd-decouples-from-real-rates-and-an-update-on-low-fx-vols/

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May 28, 2026 · not_requested

EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls

Duration seconds: 1360
Source: https://atanyrate.podbean.com/e/em-fixed-income-em-resilience-amid-renewed-usd-strength-and-idiosyncratic-pitfalls/

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May 22, 2026 · not_requested

Global FX: Broader impacts from the dollar bid

Duration seconds: 809
Source: https://atanyrate.podbean.com/e/global-fx-xxxxxxx/

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May 22, 2026 · not_requested

Global Commodities: What’s New?

Duration seconds: 879
Source: https://atanyrate.podbean.com/e/global-commodities-what-s-new/

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May 20, 2026 · not_requested

EM Fixed Income: Assessing EM amid the global repricing of rates

Duration seconds: 1194
Source: https://atanyrate.podbean.com/e/em-fixed-income-assessing-em-amid-the-global-repricing-of-rates/

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May 18, 2026 · not_requested

Asia Cross Asset: Taking stock of the North Asian equity surge

Duration seconds: 1283
Source: https://atanyrate.podbean.com/e/asia-cross-asset-taking-stock-of-the-north-asian-equity-surge/

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May 15, 2026 · not_requested

Global FX: EUR-USD divergences, systematic signals, sterling struggles

Duration seconds: 1197
Source: https://atanyrate.podbean.com/e/global-fx-fri-15-may/

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May 15, 2026 · not_requested

Global Commodities: Infrastructure 101

Duration seconds: 778
Source: https://atanyrate.podbean.com/e/global-commodities-infrastructure-101/

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May 15, 2026 · not_requested

Global Rates: Analyzing Eurex and US futures roll and cross currency bases

Duration seconds: 765
Source: https://atanyrate.podbean.com/e/global-rates-analyzing-eurex-and-us-futures-roll-and-cross-currency-bases/

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