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At Any Rate

At Any Rate

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J.P. Morgan Global Research analysts on FX, rates, commodities, and macro themes (interview/panel format).

European Rate Markets: Eurobonds, By-Elections and the Spring Statement
Podcast•Feb 27, 2026•12 min

European Rate Markets: Eurobonds, By-Elections and the Spring Statement

In this episode, Francis Diamond and Aditya Chaudhia discuss European rate markets, focusing on euro‑area bond issuance, German duration outlook, and UK political developments. They assess the limited near‑term impact of proposed EU defence‑related Eurobonds, maintaining a neutral stance on 10‑year German yields around 2.70%, while staying constructive on longer‑dated EU credit. In the UK, they note the Green Party’s by‑election win has not moved gilt markets, anticipate a low‑key spring statement with modest issuance changes, and expect a 25‑bp BoE rate cut in March despite some MPC uncertainty.

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Global FX: How Much Is Too Much?
Podcast•Feb 13, 2026•24 min

Global FX: How Much Is Too Much?

In this episode, J.P. Morgan Global Research analysts Arindam Sandilya, James Nelligan, and Patrick Locke examine the current foreign‑exchange (FX) outlook, focusing on how recent US equity stress and the relative underperformance of US stocks are influencing currency markets. They...

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European Rates: Scandinavian Rate Outlook – a Long Winter Hibernation
Podcast•Feb 13, 2026•7 min

European Rates: Scandinavian Rate Outlook – a Long Winter Hibernation

In this brief episode, J.P. Morgan analysts Francis Diamond and Frida Infante examine the current state and near‑term outlook for Swedish and Norwegian sovereign and corporate rate markets. They highlight that both countries are entering a prolonged period of low‑rate...

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Global FX: RBA, JP Elections, Euro/APAC Rotation, Dovish BoE, US Data
Podcast•Feb 6, 2026•29 min

Global FX: RBA, JP Elections, Euro/APAC Rotation, Dovish BoE, US Data

The FX team discusses a variety of topics: the euro bloc/ APAC FX rotation, RBA hawkish pivot, scenarios around upcoming JP elections, the dovish BoE surprise and recent US data.   This podcast was recorded on 06 February 2026. This communication is...

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European Rates: ECB and BoE February Meetings, Skinny Carry in Euro Area, Increased UK Political Noise
Podcast•Feb 6, 2026•10 min

European Rates: ECB and BoE February Meetings, Skinny Carry in Euro Area, Increased UK Political Noise

In this brief episode, J.P. Morgan analysts Francis Diamond, Aditya Chordia, and Khagendra Gupta dissect the February policy meetings of the European Central Bank and the Bank of England, highlighting the limited rate‑differential (or "skinny carry") in the Eurozone and...

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