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At Any Rate
Podcast by J.P. Morgan analysts on global markets
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bearish
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Cross Asset Strategy
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23 Dec 2024 14:49
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Podcast
EM Fixed Income: 'Tis the Season for Volatility
The EM Dollar Credit Market is showing divergence, with lessons learned for 2025 emphasizing the importance of politics in emerging markets over...
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523 Views
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bearish
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Crude Oil
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23 Dec 2024 14:23
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Podcast
Global Commodities: The biggest pushback
Wall Street analysts discuss feedback and question policy on oil prices, with a consensus view for 2025 ranging from $60 to $95 amidst bearish...
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491 Views
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bearish
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USD
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23 Dec 2024 14:21
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Podcast
Global Rates: Hawkish cuts and dovish holds
Overall, the BOE and Fed's monetary policy decisions, potential government shutdown, debt ceiling concerns, and Fed's balance sheet shifts are key...
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279 Views
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bullish
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Macroeconomics
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16 Dec 2024 13:52
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Podcast
Speadbites: Food for Credit Market Thought as We Head Into the Holidays
Market outlook for 2025 predicts continued stability with tight spreads and low default rates, demand for credit supported by low yields, concerns...
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361 Views
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bullish
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Gold
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10 Dec 2024 13:43
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Podcast
Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals ...
The annual outlook for commodity prices in 2025 predicts a small increase, with bullish trends in base metals and agricultural commodities, but...
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376 Views
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