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 discuss the magnitude of FX moves that might be justified by fundamentals versus speculative excess, highlighting the risk of over‑valuation in certain emerging‑market currencies and the potential for a dollar rebound if US equities stabilize. The analysts also outline strategic positioning ideas for investors, emphasizing diversification across currency pairs and a cautious stance on overly aggressive bets. Their expertise combines macro‑economic research with market‑level trading insights, offering a nuanced view of where FX may be headed.
By At Any Rate
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...
By At Any Rate
Podcast•Feb 13, 2026•30 min
Weekend Edition: From Dairy to Data: Can NZ Outgrow Australia’s Shadow?
In this episode, Phil and NAB’s Ray Attrill dissect the widening gap between New Zealand and Australia as AI‑driven investment costs strain US markets and commodity prices slide, while the Aussie dollar weakens below 71 cents. They explore how rising AI spending,...
By NAB Morning Call
Podcast•Feb 4, 2026•9 min
Thursday: NZ Employment Rises
In this brief episode, ANZ Research analysts discuss the latest data showing a rise in New Zealand employment, highlighting the sectors driving the growth and the implications for wage pressure and inflation. They note that the job market is tightening, with...
By 5 in 5 with ANZ
Podcast•Feb 2, 2026•15 min
Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Jan 18, 2026•8 min
Monday: Silver Slides as Iran Tensions Ease
In this brief episode, ANZ’s research analysts discuss the recent decline in silver prices, attributing the slide to easing geopolitical tensions with Iran. They note that reduced risk premiums are dampening demand for safe‑haven assets, while broader market dynamics and...
By 5 in 5 with ANZ
Podcast•Jan 16, 2026•28 min
Where Has Market Volatility Gone?
In this episode of Currency Exchange, host Brian Daingerfield and FX strategist Paul Robson examine why foreign‑exchange markets have become unusually calm despite major geopolitical headlines. They explore the pound’s recent outperformance versus the euro, the upcoming UK economic releases,...
By The Currency Exchange (NatWest Markets)
Podcast•Jan 15, 2026•9 min
Friday: Oil Down 4.9% as Iran Tensions Ease
In this brief episode, ANZ Research analysts discuss the recent 4.9% drop in oil prices, attributing the decline primarily to easing geopolitical tensions with Iran. They explain how reduced risk of supply disruptions has softened market sentiment and led to...
By 5 in 5 with ANZ
Podcast•Jan 14, 2026•9 min
Thursday: Intervention Talk Props up Yen
In this brief episode of "5 in 5 with ANZ," host Bernard Hickey highlights how recent central bank interventions have bolstered the Japanese yen amid broader market volatility. He notes that while banking stress persists in the US and Europe,...
By 5 in 5 with ANZ