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At Any Rate

by J.P. Morgan Global Research
Business

Not on the United States charts we track today.

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Latest episodes

  • Global Commodities: What is the price of oil?

    October 23, 2026 · 9 min

    What is the price of oil, really? While Brent crude is trading around $115, our pricing model based on market fundamentals suggests $94. How does this discrepancy arise? In this episode, we go through the basics of crude oil prices, as…

  • Global FX: Uneasy calm

    October 23, 2026 · 19 min

    Arindam, Patrick and Octavia discuss the placidity of currency markets amid cross-asset risk-off jitters and the outlook for G3 FX ahead of key central bank meetings.   This podcast was recorded on 23 October 2026. This communication…

  • Global Rates: French spreads in focus again into the October ECB meeting

    October 23, 2026 · 10 min

    In this podcast Francis Diamond and Aditya Chordia discuss the upcoming October ECB meeting as well as the recent further widening in French spreads this week.   Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia…

  • Global FX: GBP FX - UK Budget Preview

    October 22, 2026 · 15 min

    We preview the UK Budget in terms of risks around GBP FX, what the outlook is from here for sterling and a discussion on positioning.    Speakers: James Nelligan Patrick Locke   This podcast was recorded on 21 October 2026. This…

  • EM Fixed Income: Swimming upstream after Bangkok

    October 22, 2026 · 25 min

    Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.   This podcast was recorded on 22 October 2026. This communication is provided for information…

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  • Global Rates: DM inflation, from mixed bag to common thread

    October 22, 2026 · 16 min

    Frida Infante and Harry Downie discuss the latest moves in global inflation markets, where front-end pricing looks better supported after firmer inflation data and ongoing energy pressures.   This podcast was recorded on 22 October…

  • Global FX: US policy watch, euro/ CEE bloc lagging, NOK and GBP resilience

    October 16, 2026 · 20 min

    This week, our Global FX Strategists Meera Chandan, Pat Locke, Anezka Christovova & James Nelligan discuss the implications for the dollar from the latest US data, including firmer inflation, as well as other upcoming US policy…

  • Global Commodities: It costs a lot

    October 16, 2026 · 12 min

    The situation in the Strait of Hormuz is not exclusively affecting the energy side of commodity markets. Namely, agricultural commodities are becoming a point of convergence for high freight rates, fuel costs and disrupted logistics…

  • Global Rates: Sovereign spreads, euro area rate vol and UK rates into the Budget

    October 16, 2026 · 16 min

    In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss Euro area sovereign spreads, volatility and thoughts on UK rates into the budget.   This podcast was recorded on 16 October 2026. This communication is…

  • EM Fixed Income: Taking stock amid some market consolidation

    October 16, 2026 · 21 min

    Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 16th October 2026. This communication is provided for information…

  • US Rates - US CPI & TIPS: On firmer footing

    October 15, 2026 · 24 min

    In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets   Speakers:  Abiel Reinhart - US Economic Research Harry Downie – US Rates Strategy   This podcast was recorded on…

  • Global Commodities: Dancing in the Dark

    October 9, 2026 · 6 min

    Oil is flowing, and natural gas might be starting to follow suit. LNG tanker crossings have posted the busiest week since March, dragging Qatar’s estimated liquefaction capacity utilization to the highest level since the war began. But can…

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About the show

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.