Recent Episodes
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US Rates – Deal or no deal?
May 9, 2025 – 15:05 -
Global FX: Historic trade deals and take-aways for currencies
May 9, 2025 – 20:31 -
Global Rates: European rates market round-up
May 9, 2025 – 18:30 -
Global Commodities: Hypothetically, of course. Redirecting just 0.5% of foreign US asset holdings to gold could drive prices to $6,000
May 9, 2025 – 13:00 -
TWD / Asian FX gains and equity implications
May 8, 2025 – 26:54 -
US Rates and Global FX: Ask again later
May 2, 2025 – 26:04 -
Global FX: Late-week shocker jolts FX
May 2, 2025 – 19:58 -
Global Commodities: Behind the curve
May 2, 2025 – 13:07 -
EM Fixed Income: Lessons learned from post Liberation Day markets
May 1, 2025 – 19:05 -
Takeaways from IMF/WB Meeting
Apr 28, 2025 – 29:35 -
Global Commodities: Geneva Sugar Takeaways, and other sweet treats
Apr 25, 2025 – 11:22 -
Global FX: 1.20 on EUR/USD and euro bloc + model take-aways
Apr 25, 2025 – 15:55 -
Global Commodities: Making black gold dirt-cheap again
Apr 17, 2025 – 14:32 -
Global Commodities: So much noise in the US natural gas market
Apr 11, 2025 – 09:28 -
Global FX: What has and hasn’t changed in FX after a volatile week
Apr 11, 2025 – 17:33 -
US Rates – There’s no crying in basis
Apr 10, 2025 – 22:47 -
Asia post-Liberation Day
Apr 10, 2025 – 21:56 -
Global Commodities: Recession concerns confirmed
Apr 4, 2025 – 08:36 -
Global FX: The outlook for G10 and EM FX post-tariff announcements
Apr 4, 2025 – 23:00 -
Global Rates: European rates and Tariff Top Trumps
Apr 4, 2025 – 12:13 -
US Rates - Signal and noise
Mar 31, 2025 – 10:15 -
Global FX: Liberation Day Q&A for currencies
Mar 28, 2025 – 24:25 -
Global Commodities: Gold higher still. Is $4,000 in the cards?
Mar 28, 2025 – 16:44 -
Global Rates: Tariffs, issuance, and fiscal drivers
Mar 28, 2025 – 18:35 -
At Any Rate – EM Fixed Income Focus: On tariff watch, again
Mar 27, 2025 – 20:26 -
Emerging Markets: The EM Fixed Income Sustainable Debt Asset Class
Mar 24, 2025 – 28:12 -
Global Rates – Discussing the divergent drivers of US and EUR breakevens
Mar 21, 2025 – 11:23 -
Global FX: What to expect when you are expecting tariffs (again)
Mar 21, 2025 – 24:26 -
EM Fixed Income: Monetary policy struggles to be heard above the noise
Mar 21, 2025 – 17:02 -
Global Commodities: Oil vigilantes in action
Mar 21, 2025 – 12:14 -
US Rates: Loonie Tunes
Mar 18, 2025 – 09:37 -
Global FX: Traversing the USD tariff smile
Mar 14, 2025 – 23:21 -
Global Rates: Where next for European rate markets?
Mar 14, 2025 – 21:28 -
Global Commodities: Incorporating Russian gas increase into the 2026 European balance
Mar 14, 2025 – 09:16 -
EM Fixed Income Focus: See no evil, hear no evil: EM is not yet pricing a lot of growth downside
Mar 13, 2025 – 18:54 -
Global FX and EM: Seeking themes with a shelf-life
Mar 7, 2025 – 19:25 -
US Rates - Equity Financing Meets ABCP
Mar 7, 2025 – 08:54 -
Global Commodities: The pain trade
Mar 7, 2025 – 11:07 -
Global FX and Rates: US moderation vs. tariffs tunes
Feb 28, 2025 – 18:15 -
Global Commodities: Copper — From tariffs to tightness
Feb 28, 2025 – 11:23 -
US Rates - Monthly inflation outlook: Looking for value amid global inflation cross-currents
Feb 27, 2025 – 11:29 -
EM Fixed Income Focus: Revolving market regimes
Feb 27, 2025 – 18:54 -
European Rates: Analysing Eurex futures roll
Feb 25, 2025 – 11:05 -
EM Fixed Income: Argentina: Is this time different?
Feb 24, 2025 – 27:08 -
Global FX and Economics: German elections - “The world isn’t waiting” but the euro will have to
Feb 24, 2025 – 21:47 -
US Rates – Everybody knows this is nowhere
Feb 21, 2025 – 13:28 -
Global FX: Fed, not trade, is weighing on the dollar
Feb 21, 2025 – 20:22 -
Global Commodities: The Trump doctrine: 2025 a pivotal year for Iran with likely minimal impact on production
Feb 21, 2025 – 11:37 -
Global Rates, EM & Economics: Q&A on European defence spending and Ukraine
Feb 20, 2025 – 31:14 -
Global FX, Commodities and EM: Implications of Russia-Ukraine cease-fire
Feb 14, 2025 – 16:01
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