At Any Rate

Global Rates 2026 Outlook

Global Rates 2026 Outlook

Global Commodities: Metals headed for even greater heights

Global Rates: Analyzing Eurex and US futures roll

Global FX: EUR/USD contemplation, GBP fiscal and JPY woes

Global Commodities: Rising LNG supply underscores need for demand-side infrastructure

EM Fixed Income: A year of Latam elections

Agri Outlook for 2026/27: Volatility to return off compressed levels in 2026, as global agri availability continues to slide

European Rates: BoE and Scandi central bank roundup

Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD

EM Fixed Income: All the small things

Global Rates: Trick or Treating with Central Banks

Global FX: Hawkish Fed & dovish BoJ force a Yen forecast rethink

Global Commodities: China’s LNG demand to peak in early 2030s

EM Fixed Income: Not spooked yet

Asia Cross Asset Podcast: From Abenomics to ‘Sanae-nomics’ - What to expect for Japan policies, markets and the Yen

At Any Rate: Of funding and refundings

Global FX: Japan focus, US/China, PMIs, Fed/ECB

Global Commodities: Oil glut paves way for stronger sanctions. If enforced

EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic

Taking stock of the evolving value proposition of stablecoins

Global Commodities: Cocoa demand crunch not as bitter as feared

US Rates - Does QT's end matter for funding and Treasury markets?

Global FX: Sailing the USD Bearish Ship in Murky Waters

European Rates: market moves, 2026 Euro area issuance, SSAs, Scandi markets and European inflation

Asia Cross Asset Podcast: Japan - The New LDP Leader: Implications for policy and markets

Global FX and Commodities: The bullish case for gold, the bearish case for USD ex-yen and the shutdown showdown

EM Sovereign External Repayment Risks: Staying alive after 2025

Global FX: Shutdown limbo

Global Rates: Cross currency basis 4Q25 outlook

Global Commodities: Agri trade returns to President Trumps Agenda

EM Fixed Income: Is better growth worse for EM?

US Rates - So long EFFR, welcome TGCR

Global FX: Systematic signals, payrolls/ shutdown, risks to EUR/USD, AI-FX links

Global Commodities: Supply disruptions give copper prices breakout velocity

Global Rates: Scandi Central Banks and noisy UK politics

EM Fixed Income: Frontier Markets Focus

Global Commodities: At Any Rate: Party like a semiquincentenarian

Global FX: Take-aways from FOMC and other DM central banks

Global Rates: Digging into a week of DM central bank decisions

Global Rates: Monthly Inflation Outlook

EM Fixed Income: (EM) Credit where credit’s due

US Rates: Yield curve bull flattens ahead of September FOMC

Global FX: Previewing central bank event risk for FX

Global Rates: ECB and BoE meetings, French spreads and Dutch indexation

Global Commodities: Beware the Ides of September

Emerging Markets Outlook and Strategy for September 2025

Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios

Global Commodities: Risk premium out, storage premium in

EM Fixed Income: Wake me up when September starts

Global Rates: Scandi Rates Outlook