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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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Ranked #1

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At Any Rate – Global FX and US Rates: Markets rundown ahead of FOMC and ECB

At Any Rate – Global FX and US Rates: Markets rundown ahead of FOMC and ECB

We discuss the US rates and global FX outlook ahead of the upcoming central bank meetings and US employment report.  S... Read more

28 Apr 2023

18mins

Ranked #2

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At Any Rate: US Truck Stop: The shift from petrodiesel to renewable diesel begins

At Any Rate: US Truck Stop: The shift from petrodiesel to renewable diesel begins

Speakers  Natasha Kaneva, Head of Global Oil and Commodities Research Thomas Palmer, Vice President of US Food Producers... Read more

28 Apr 2023

15mins

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Ranked #3

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EM Fixed Income: Facts & fiction of FX reserves diversification

EM Fixed Income: Facts & fiction of FX reserves diversification

Jonny Goulden and Saad Siddiqui discuss the role of the USD as a dominant currency, the changing nature of EM foreign re... Read more

27 Apr 2023

22mins

Ranked #4

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Global FX EM — Mind the gap

Global FX EM — Mind the gap

Meera Chandan and Saad Siddiqui discuss the outlook for FX given the gap end of cycle narrative and better than expected... Read more

21 Apr 2023

18mins

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Ranked #5

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At Any Rate: Russia’s oil output has likely declined 250 kbd in March and 500 kbd so far in April

At Any Rate: Russia’s oil output has likely declined 250 kbd in March and 500 kbd so far in April

Speakers: Natasha Kaneva, Head of Global Oil and Commodities Research This communication is provided for information p... Read more

21 Apr 2023

10mins

Ranked #6

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EM Fixed Income: United we sell-off, divided we retrace

EM Fixed Income: United we sell-off, divided we retrace

Jonny Goulden and Saad Siddiqui discuss the latest drivers for EM currencies, a potential mis-pricing of front-end rates... Read more

20 Apr 2023

17mins

Ranked #7

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EM Fixed Income: IMF Spring Meetings Update Episode 3 — EM Countries in Crisis

EM Fixed Income: IMF Spring Meetings Update Episode 3 — EM Countries in Crisis

Speakers: Jonny Goulden, Saad Siddiqui, Nicolaie Alexandru-Chidesciuc, Ben Ramsey Tune in as our Emerging Markets Resear... Read more

18 Apr 2023

29mins

Ranked #8

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EM Fixed Income: IMF Spring Meetings Update Episode 2 — China and it’s Spillover

EM Fixed Income: IMF Spring Meetings Update Episode 2 — China and it’s Spillover

Speakers: Jahangir Aziz, Grace Ng, Sin Beng Ong Listen to our Emerging Markets Economists as they summarize China’s reop... Read more

18 Apr 2023

38mins

Ranked #9

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EM Fixed Income: IMF Spring Meetings Update Episode 1 – EM Overview and Key Takeaways

EM Fixed Income: IMF Spring Meetings Update Episode 1 – EM Overview and Key Takeaways

Speakers: Luis Oganes, Saad Siddiqui, Cassiana Fernandez, Nicolaie Alexandru-Chidesciuc Join our research analysts as th... Read more

18 Apr 2023

37mins

Ranked #10

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Global FX and Europe Credit Research — Axes of differentiation between US and Europe stresses

Global FX and Europe Credit Research — Axes of differentiation between US and Europe stresses

Meera Chandan and Roberto Henriques discuss the outlook for European banking sector and FX in the aftermath of US bankin... Read more

14 Apr 2023

25mins

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