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US Rates: Climb a mountain and turn around
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Global FX: USD debate corner post mid-terms, payrolls, BoE
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Global Commodities: A surplus of agri risks
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Global Rates: Systematic trading of EUR rates gamma – a new model
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US Rates: Between a rock and a hard place
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Global Commodities: Triple digit gas, again
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Global FX: US payrolls/midterms, EM elections, DM central banks
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EM Fixed Income: A busy calendar of elections and CBs
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Global Commodities: What is the price of oil?
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Global FX: Uneasy calm
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Global Rates: French spreads in focus again into the October ECB meeting
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Global FX: GBP FX - UK Budget Preview
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EM Fixed Income: Swimming upstream after Bangkok
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Global Rates: DM inflation, from mixed bag to common thread
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Global FX: US policy watch, euro/ CEE bloc lagging, NOK and GBP resilience
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Global Commodities: It costs a lot
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Global Rates: Sovereign spreads, euro area rate vol and UK rates into the Budget
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EM Fixed Income: Taking stock amid some market consolidation
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US Rates - US CPI & TIPS: On firmer footing
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Global Commodities: Dancing in the Dark
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Global FX: Contemplating a rotation amongst funders; outlook for BRL
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EM Fixed Income: Enduring the heat, trying not to get burned
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In Focus: Critical Chemicals
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Global Commodities: The final 11%
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Global FX: Spilled OATs, Payrolls, Risks to carry
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Global Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets
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Global Rates - Increasing risk of CTD switches in UST and Eurex futures
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Global FX: US diesel ban, dollar view, G10 central banks
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Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings
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Global Rates: DM inflation markets under higher real rates
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EM Fixed Income: Navigating some sudden market turbulence
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Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference
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Global FX: Bullish beta, bullish USD reinforced
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Global Commodities: The ways of water
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US Rates: Talk the talk, walk the walk
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Key Takeaways: European Leveraged Finance Conference 2026
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EM Fixed Income: Is the coast clear after the Fed?
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BOJ Preview: Global Market Implications
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US Rates: And you’re not gonna reach my telephone
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Global FX: Post-CPI and pre-Fed FX round up
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Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting
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EM Fixed Income: Battle tested, but shields still up
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Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA
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Global Rates: European Rate Markets – ECB meeting and European curves
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EM Fixed Income: Summer ending but the heat is still on
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Global FX: EU deep dive, US roundup, back to school themes
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At Any Rate - Global FX: Debate Corner 2.0
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US Rates: Treasury Buyback Expansion
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EM Fixed Income: Summer of carry, but getting crowded?
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Global FX: Debate Corner
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Global Rates: A Mixed Bag of Inflation Market Views
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US Rates: A pop in short-term credit supply
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Global Commodities: Miraculous recovery
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Global FX: Payrolls a setback to USD; still constructive on carry post-JPY intervention
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EM Fixed Income: Carry on, notwithstanding core market shifts
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US Rates: See you next (fiscal) year
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Global Commodities: From chokepoints to checkbooks
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US Rates: “Truth” and consequences: The impact of President Trump's Truth Social posts on interest rate markets
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Global FX: Dollar down after FOMC, MoF intervention
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Global Commodities: The Freakonomics of Oil
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Global FX: USD pre-Fed, EM movers, GBP & cross-border M&A
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EM Fixed Income: At this rate, should we worry?
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US Rates: Fed Policy Outlook & New Task Forces
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Global Rates: A long hot summer for front-end inflation markets
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Global Commodities: Eyes back on Hormuz
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Global Rates: Summer thoughts on European rates
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Global FX: CPI/ USD, Model take-aways, EM rundown
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EM Fixed Income: Navigating cross-currents, even on the frontier
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In Focus: US Defense
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US Rates - Cash continues to roll in
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Global Commodities: A sense of déjà vu
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Global FX: Keep calm and carry on
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EM Fixed Income: Risk risk go away, come again another day
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Global FX: Payrolls prognosis, yen, GBP and HUF
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Global Commodities: Gold is back to Fed-watching
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EM Fixed Income: Seeking guidance into the second half
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Global Commodities: Right shock, wrong price
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US Rates: Life, Liberty, and the pursuit of hawkishness
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EM Fixed Income: Mid-year outlook, amid a moving target backdrop
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Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP
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Global FX: Bullish Beta, Bullish Dollar
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Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail
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Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)
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Global Commodities: Seeing the Invisible
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Global Rates: Inflation Markets in Europe, the UK and the US
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In Focus: G7 Summit
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Emerging Markets Outlook and Strategy for 2H26
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Global Rates: European Rate Markets – looking ahead over 2H26
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Global Commodities: A Perfect Storm
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Global FX: Central banks take centre stage
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Global FX & Economics: UK Outlook, GBP and SEK
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US Rates - Another Volatile Week in Rates Markets
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Global Commodities: Is that it?
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Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup
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Global Rates: ECB, cross-market views and UK politics update
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Global Commodities: Can the world live with 9% less oil?
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Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols
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EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls
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Global FX: Broader impacts from the dollar bid
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Global Commodities: What’s New?
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