At Any Rate

Latest Episodes:

Global Commodities: Day 31 and beyond Sep 25, 2026

Show notes

Crude and natural gas markets have been volatile this week, driven by headlines of ceasefire talks and Saudi Arabian exports. However, most discussions revolved around the possibility of a US export ban on diesel. All told, a 30 day ban may work surprisingly well, at least initially. Then comes Day 31.

Speakers:

Natasha Kaneva, Head of Global Commodities Research

Otar Dgebuadze, European Natural Gas

This podcast was recorded on September 25, 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5459356-0, and https://www.jpmm.com/research/content/GPS-5457399-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

Global FX: US diesel ban, dollar view, G10 central banks Sep 25, 2026

Show notes

Meera Chandan, Anezka Christovova, Pat Locke and Octavia Popescu unpack FX implications of a potential US diesel ban, the dollar view, and this week’s Scandi/ Swiss central banks.

This podcast was recorded on 25 September 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at

https://www.jpmm.com/research/content/GPS-5460193-0

for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings Sep 25, 2026

Show notes

In this podcast Francis Diamond, Khagendra Gupta and Matteo Mamprin discuss recent dynamics at the long end of the Euro curve, their latest views on SSAs and the recent Riksbank and Norges Bank meetings.

This podcast was recorded on 25 September 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5458676-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

Global Rates: DM inflation markets under higher real rates Sep 24, 2026

Show notes

In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S.

This podcast was recorded on 24 September 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5408517-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

EM Fixed Income: Navigating some sudden market turbulence Sep 24, 2026

Show notes

Anezka Christovova, Ben Ramsey and YM Hong discuss the latest market developments and their impacts for the EM fixed income asset class.

This podcast was recorded on 24 September 2026.

This communication is provided for information purposes only.

Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference Sep 22, 2026

Show notes

Speakers

Zafar Nazim, Head of Emerging Markets Corporate Research
Ayomide Mejabi, Senior Economist Sub-Saharan Africa
Soo Chong Lim, Head of APAC Credit Research
Nicolaie Alexandru, Head of US High Yield Bond & Leveraged Loan Strategy

This podcast was recorded on September 18, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5455212-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Global FX: Bullish beta, bullish USD reinforced Sep 18, 2026

Show notes

Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the FX outlook in an action packed week of consequential G4 central bank meetings.

This podcast was recorded on 18 September 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5455633-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

Global Commodities: The ways of water Sep 18, 2026

Show notes

Since our last episode in early August, markets have faced a new wave of escalation in the Middle East, stressing commodity prices from energy to agriculture. To make matters even more complicated, the El Niño weather pattern is also in full swing. Today, we focus on how the Strait of Hormuz and the Pacific Ocean are impacting markets across the globe.

Speakers:

Natasha Kaneva, Head of Global Commodities Research

Tracey Allen, Head of Agricultural Commodities

This podcast was recorded on September 18, 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5448646-0, https://www.jpmm.com/research/content/KAL-1-1UQ84TE8 and https://www.jpmm.com/research/content/GPS-5454135-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

US Rates: Talk the talk, walk the walk Sep 17, 2026

Show notes

Rates strategists Jay Barry and Amanda Berke discuss recent moves in Treasuries, what we've learned from the September FOMC meeting, and implications for yields going forward.

Speakers:

Jay Barry, Head of Global Rates Strategy

Amanda Berke, US Rates Strategist

This podcast was recorded on September 17, 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5451911-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Key Takeaways: European Leveraged Finance Conference 2026 Sep 17, 2026

Show notes

Speakers:

Stephen Dulake, Co-head of Fundamental research
Daniel Lamy, Head of European Credit Strategy Research
Gareth Davies, Head of European Corporate Credit Research
Nelson Jantzen, Head of US High Yield Bond & Leveraged Loan Strategy
Tarek Hamid, Head of North American Corporates Credit Research

This was recorded on September 15, 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5441122-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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