At Any Rate

By J.P. Morgan Global ResearchBusiness

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Typical duration
16 min
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At Any Rate episodes

October 30 US Rates: Between a rock and a hard place
Rates strategists Jay Barry and Amanda review the impact of the FOMC meeting on the US rates markets and preview the November refunding.

Speakers
Jay Barry, Head of Global Rates Strategy
Amanda Berke, US Rates Strategist

This podcast was recorded on October 30, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5512604-0 and https://www.jpmm.com/research/content/GPS-5508728-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
15 min
October 30 Global Commodities: Triple digit gas, again
While oil has stabilized, European natural gas has spiked to over 100 EUR/MWh for the first time since 2022, driven both by fundamentals and potential re-escalation in the Middle East. In this episode, we cover the news in energy markets and share feedback on metals from the flagship LME Week gathering.

Speakers:
Otar Dgebuadze, European Natural Gas
Greg Shearer, Head of Base and Precious Metals Strategy

This podcast was recorded on October 30, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmm.com/research/content/GPS-5506931-0, https://jpmm.com/research/content/GPS-5510912-0, https://jpmm.com/research/content/GPS-5510625-0 and https://jpmm.com/research/content/GPS-5469783-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
8 min
October 30 Global FX: US payrolls/midterms, EM elections, DM central banks
Meera Chandan, Patrick Locke, Anezka Christovova and James Nelligan review this week’s event risk including the Fed and BRL shock in the context of our market views, as well as previewing next week’s central bank meetings.
This podcast was recorded on 30 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5506987-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
26 min
October 29 EM Fixed Income: A busy calendar of elections and CBs
Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 29 October 2026.
This communication is provided for information purposes only.
Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.

22 min
October 23 Global Commodities: What is the price of oil?
What is the price of oil, really? While Brent crude is trading around $115, our pricing model based on market fundamentals suggests $94. How does this discrepancy arise? In this episode, we go through the basics of crude oil prices, as well as discuss the effects created by geography and risk premia.

Speaker:
Natasha Kaneva, Head of Global Commodities

This podcast was recorded on October 23, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmm.com/research/content/GPS-5469783-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
9 min
October 23 Global FX: Uneasy calm
Arindam, Patrick and Octavia discuss the placidity of currency markets amid cross-asset risk-off jitters and the outlook for G3 FX ahead of key central bank meetings.

This podcast was recorded on 23 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5499880-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
19 min
October 23 Global Rates: French spreads in focus again into the October ECB meeting
In this podcast Francis Diamond and Aditya Chordia discuss the upcoming October ECB meeting as well as the recent further widening in French spreads this week.

Speakers
Francis Diamond, Head of European Rates Strategy
Aditya Chordia, Rates Strategy

This podcast was recorded on 23 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5504446-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
10 min
October 22 Global FX: GBP FX - UK Budget Preview
We preview the UK Budget in terms of risks around GBP FX, what the outlook is from here for sterling and a discussion on positioning.

Speakers:
James Nelligan
Patrick Locke

This podcast was recorded on 21 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5497547-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
15 min
October 22 EM Fixed Income: Swimming upstream after Bangkok
Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.

This podcast was recorded on 22 October 2026.
This communication is provided for information purposes only.
Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
26 min
October 22 Global Rates: DM inflation, from mixed bag to common thread
Frida Infante and Harry Downie discuss the latest moves in global inflation markets, where front-end pricing looks better supported after firmer inflation data and ongoing energy pressures.

This podcast was recorded on 22 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5461992-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
16 min

About At Any Rate

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