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

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>Recent washout in EMFX carry trades</li><li>Currency volume may increase as global growth remains firm and interest rates change</li><li>US elections event risk pricing may see heightened sensitivity and volatility as election day approaches</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent washout in EMFX carry tradesCurrency volume may increase as global growth remains firm and interest rates changeUS elections event risk pricing may see heightened sensitivity and volatility as election day approachesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: FX Volatility Bumpy, but Capped in H2

<ul><li>Swap spreads narrowed late last week by three basis points across the curve, likely influenced by developments in European markets</li><li>French President Macron's decision to dissolve parliament and call for snap elections has caused uncertainty in the fiscal outlook, leading to de-risking of European sovereign bond holdings</li><li>While last week's moves in US markets were significant, it is unlikely to continue as US treasuries are expected to remain stable and demand is expected to stay strong, supported by the rate cycle turning and potential easing from the Fed</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Swap spreads narrowed late last week by three basis points across the curve, likely influenced by developments in European marketsFrench President Macron's decision to dissolve parliament and call for snap elections has caused uncertainty in the fiscal outlook, leading to de-risking of European sovereign bond holdingsWhile last week's moves in US markets were significant, it is unlikely to continue as US treasuries are expected to remain stable and demand is expected to stay strong, supported by the rate cycle turning and potential easing from the FedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Expectation of a 25 basis point cut from the ECB with a focus on delivering on that commitment</li><li>Market pricing in an incomplete cutting cycle, with potential for further easing depending on inflation dynamics</li><li>Long duration valuations attractive in both short and intermediate sectors of the curve, with limited risk of a significant sell-off.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expectation of a 25 basis point cut from the ECB with a focus on delivering on that commitmentMarket pricing in an incomplete cutting cycle, with potential for further easing depending on inflation dynamicsLong duration valuations attractive in both short and intermediate sectors of the curve, with limited risk of a significant sell-off.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates : A Round up of Hot Topics for European Rate Markets

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

USD (USD CURNCY)

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

Global FX: FX Volatility Bumpy, but Capped in H2

The recent washout in EMFX carry trades, low FX volume compared to other indicators, firm global growth and broad PMI strength, the world being...

At Any Rate

Global Rates: Pardon my French

In summary, swap spreads narrowed due to European market effects, French elections caused uncertainty, US treasury cheapened versus swaps, but...

At Any Rate

Global Rates : A Round up of Hot Topics for European Rate Markets

The upcoming meeting is expected to result in a 25 basis point cut, with increases in core inflation projections for 2025 and potentially...

At Any Rate

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)