At Any Rate
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At Any Rate
Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
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Global Rates – And now my fears, they come to me in threes
J.P. Morgan Strategists discuss the impact to the April employment report on FX and rates markets and delve into Treasury’s May refunding announcement...
Global Commodities: An Inventory Detour
While markets await Iran’s response to a US proposal to end the war and reopen the Strait, oil inventories are being activated at unprecedented rates...
Global FX: Yentervention and other FX policy stories
JPMorgan’s FX strategists discuss the outlook for currencies in the wake of the Japanese MOF’s FX intervention, ahead of President Trump and Secretary...
EM Fixed Income: Parsing peace talks and payrolls
Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class.<...
In Focus: Equity & Credit Update on AI CapEx
Welcome to another episode of In Focus, where we explore timely and thematic topics with insights from across J.P. Morgan Global Research. In today's...
US Rates - I won’t see you next time
The Fed has spoken, now what? Our US Rates strategists break down the April FOMC decision and what it means for markets, plus a preview of next week's...
Global Commodities: It’s Simple Math
With two months of the Middle East conflict behind us, there is little certainty in the world of commodities. One thing is clear, however: the supply...
Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown
In this week’s At Any Rate Podcast, our Global FX Strategists discuss 1) this week’s major moves in JPY, 2) how the USD view is evolving, and 3) recen...
EM Fixed Income: To every thing there is a season
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global Commodities: Running the Numbers on Gas
Markets reacted sharply to Iran allowing commercial vessels to go through the Strait of Hormuz. Despite this signal, last shipments from the Gulf have...
Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty
In this podcast Francis Diamond, Jay Barry and Khagendra upcoming central bank meetings and US, Euro area and UK rate markets against the backdrop of...
Global FX: De-dollarization, GBP deep-dive, DM central banks
This week, our global FX strategists discuss de-dollarization, a deep-dive into GBP, and upcoming DM central banks.
Speakers
Meera Chandan...
EM Fixed Income: Ceasefire implications and Washington takeaways
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up
This week, our global FX & EM strategists discuss the outlook for the dollar and the renewed case for carry across regions. We also discuss FX-relevan...
Global Commodities: Prices Get Relief
Markets reacted sharply to Iran allowing commercial vessels to go through the Strait of Hormuz. Despite this signal, last shipments from the Gulf have...
Global FX: The beginning of the end?
Arindam Sandilya and James Nelligan discuss FX markets in the aftermath of US - Iran ceasefire.
This podcast was recorded on 10 April 2026.
US Rates - GSIB and Basel III Endgame Update
Teresa Ho and Ipek Ozil discuss the latest updates on GSIB and Basel III Endgame and their impact on rates markets.
Speakers:
Tere...
EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global Commodities: A Month of Disruption
There has been no rest for commodities in the last 34 days. This week, Houthis have formally entered the conflict, while metals and energy infrastruct...
Global FX: Wary of complacency in FX
We run through the state of current macro markets as this week’s geopolitics has unfolded, detailing our view about potentially complacent FX markets...
In Focus: Middle East Conflict
Welcome to JPMorganChase Global Research’s new In Focus podcast, where we explore timely, thematic topics with insights from across Global Research. I...
EM Fixed Income: Still waiting for the conflict to pass over
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global Commodities: Timing the Global Impact
The conflict in the Middle East is approaching its one-month mark. This week, markets were forced to pair off two opposing forces: deteriorating funda...
Global FX - Feelin ‘22
This week, our Global FX Strategists navigate the FX macro implications of the ongoing US Iran conflict, as well as detailing the insights on FX vol m...
Global Commodities: What are the Markets Missing?
The war in the Middle East is reaching its three-week mark and commodities markets show no signs of easing. On the contrary, attacks on critical energ...
Global FX: Oil turns up the heat on central banks & FX
This week, our Global FX Strategists unpack the ongoing spillover of the US-Iran conflict through to the dollar, as well as this week’s hawkish centra...
EM Fixed Income: Middle East conflict week 3 damage assessment for EM
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
Global Rates: Global DM Swap Spread Outlook
In this podcast Khagendra Gupta, Ipek Ozil, Francis Diamond, Takafumi Yamawaki, and Ben Jarman discuss the main drivers of DM swap spreads.
Global Rates: Where next for CB and rates as the Middle-East conflict persists?
In this podcast Francis Diamond, Jay Barry and Aditya Chordia discuss the impact of the ongoing Middle-East conflict on US, Euro area and UK rate mark...
Global Commodities: Mind the Metals
It has been two weeks since the start of the conflict in the Middle East and supply-side issues remain the top concern for commodity markets. In addit...
Global FX: Winds of change for the dollar
We discuss recent developments in energy prices and discuss how that is impacting the dollar outlook; Energy importers are particularly vulnerable. We...
EM Fixed Income: Assessing the situation and path ahead for EM in Week 2 of the Middle East conflict
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...
US Credit: J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
Speakers:
Stephen Dulake (Co-head of Fundamental Research)
Tarek...
Global Commodities: Oil and Gas Rocked by Conflict
On Saturday, February 28, Israel and the US started a wave of attacks on Iran, rocking the energy markets. As of Thursday, commercial traffic through...
Global FX: The best escalation and recovery candidates
We discuss the top down dollar/ FX view following developments in Iran and outline the best escalation and recovery candidates in DM and EM.
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EM Fixed Income: Taking stock one week into the Middle East conflict
Jonny Goulden and Anezka Christovova discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast...
Global FX: The dollar & AI, CNY, IEEPA, euro bloc
We discuss recent developments around the CNY, GBP, SEK and the dollar.
Speakers
Meera Chandan, Global FX Strategy
Tiffany Wang, Eme...
European Rate Markets: Eurobonds, by-elections and the spring statement
In this podcast Francis Diamond and Aditya Chordia discuss the topic of Eurobonds as well as UK rate markets following the recent by-election and ahea...
Global Commodities: Gas Finds a Tighter Balance
Metals and oil dominated the market narrative in the last few weeks. Natural gas, however, has also been dynamic, having gone through its own period o...
EM Fixed Income: Risks around a positive base case
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
T...