Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>The bond basis is a significant concern for investors, as the long end of the curve has been steepening and rates are rising, increasing the probability of shifts in the cheapest deliverable (CTD).</li><li>There are several bonds that are nearly equally cheap, meaning they are not currently the CTD but are close enough to potentially become the CTD. This could impact futures pricing.</li><li>Investors who are long the March bond futures contract can hedge against the risk of CTD duration extension by buying March bond contract puts with a strike price of 118. This can mimic a long basis position.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The bond basis is a significant concern for investors, as the long end of the curve has been steepening and rates are rising, increasing the probability of shifts in the cheapest deliverable (CTD).There are several bonds that are nearly equally cheap, meaning they are not currently the CTD but are close enough to potentially become the CTD. This could impact futures pricing.Investors who are long the March bond futures contract can hedge against the risk of CTD duration extension by buying March bond contract puts with a strike price of 118. This can mimic a long basis position.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

US Rates: Polar Vortex Duration Extension

<ul><li>The market is pricing in a 25 basis point cut in the June meeting, with additional easing expected to reach a neutral level by the first half of 2025.</li><li>The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.</li><li>The sell-off in recent weeks has been driven by the repricing of monetary easing expectations, but the strategic over duration stance remains comfortable, particularly in the medium term.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The market is pricing in a 25 basis point cut in the June meeting, with additional easing expected to reach a neutral level by the first half of 2025.The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.The sell-off in recent weeks has been driven by the repricing of monetary easing expectations, but the strategic over duration stance remains comfortable, particularly in the medium term.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Global Rates: January ECB Meeting and Euro Rate Markets

<ul>
<li>The market is pricing in aggressive rate cuts by the Fed, but the data does not fully support this expectation.</li>
<li>The dollar has performed well this week, and further upside is plausible due to low-grade US exceptionalism and underwhelming global economic data.</li>
<li>The focus on the Fed and US rates is important, but the non-US side should not be overlooked, as there is a stark difference in initial conditions between the US and other G7 rate curves. The rate differentials could lead to a convergence with the US catching up to other rate curves, resulting in a volatile and high-impact dollar trend.</li>
</ul>
This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


The market is pricing in aggressive rate cuts by the Fed, but the data does not fully support this expectation.
The dollar has performed well this week, and further upside is plausible due to low-grade US exceptionalism and underwhelming global economic data.
The focus on the Fed and US rates is important, but the non-US side should not be overlooked, as there is a stark difference in initial conditions between the US and other G7 rate curves. The rate differentials could lead to a convergence with the US catching up to other rate curves, resulting in a volatile and high-impact dollar trend.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Global FX: Something’s Starting to Give

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Odd Lots podcast discusses trade tensions between the US and China, drawing parallels to past trade conflicts with Japan</li><li>Pop culture references and historical anecdotes provide context for current trade disputes</li><li>Guest Stephen Roach, a senior fellow at Yale Law School and former chairman of Morgan Stanley Asia, offers insights on the errors of current approach to China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Odd Lots podcast discusses trade tensions between the US and China, drawing parallels to past trade conflicts with JapanPop culture references and historical anecdotes provide context for current trade disputesGuest Stephen Roach, a senior fellow at Yale Law School and former chairman of Morgan Stanley Asia, offers insights on the errors of current approach to ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Macroeconomics

<ul><li>Patriot raising funds with ASX investors involved</li><li>US ban on Russian enriched uranium imports effective by 2028</li><li>Ten X threatens to cancel existing orders if US utilities don't secure waivers within 60 days</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Patriot raising funds with ASX investors involvedUS ban on Russian enriched uranium imports effective by 2028Ten X threatens to cancel existing orders if US utilities don't secure waivers within 60 daysThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The low-down on USA’s Russian Uranium Ban

United States

The US dollar is the official currency of the United States of America.

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US Rates: Polar Vortex Duration Extension

Investors who are long the March bond futures contract can hedge against the risk of CTD duration extension by buying March bond contract puts with...

At Any Rate

Global Rates: January ECB Meeting and Euro Rate Markets

The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.

At Any Rate

Global FX: Something’s Starting to Give

Overall, the article suggests that while the dollar has performed well recently, there are factors such as the lack of global dynamics and...

At Any Rate

Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy

The Odd Lots podcast examines US trade tensions with China by comparing them to past trade tensions with Japan in the 1980s, discussing the...

Odd Lots

The low-down on USA’s Russian Uranium Ban

Investors support Patriot, Metals x shareholder attends AGM, Biden signs bill to ban Russian uranium imports, waivers available until 2028, Rosatom...

Money of Mine

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