Ranked #1
At Any Rate – Global FX and US Rates: Markets rundown ahead of FOMC and ECB
At Any Rate – Global FX and US Rates: Markets rundown ahead of FOMC and ECB
We discuss the US rates and global FX outlook ahead of the upcoming central bank meetings and US employment report. S... Read more
28 Apr 2023
•
18mins
Ranked #2
At Any Rate: US Truck Stop: The shift from petrodiesel to renewable diesel begins
At Any Rate: US Truck Stop: The shift from petrodiesel to renewable diesel begins
Speakers Natasha Kaneva, Head of Global Oil and Commodities Research Thomas Palmer, Vice President of US Food Producers... Read more
28 Apr 2023
•
15mins
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Ranked #3
EM Fixed Income: Facts & fiction of FX reserves diversification
EM Fixed Income: Facts & fiction of FX reserves diversification
Jonny Goulden and Saad Siddiqui discuss the role of the USD as a dominant currency, the changing nature of EM foreign re... Read more
27 Apr 2023
•
22mins
Ranked #4
Global FX EM — Mind the gap
Global FX EM — Mind the gap
Meera Chandan and Saad Siddiqui discuss the outlook for FX given the gap end of cycle narrative and better than expected... Read more
21 Apr 2023
•
18mins
Ranked #5
At Any Rate: Russia’s oil output has likely declined 250 kbd in March and 500 kbd so far in April
At Any Rate: Russia’s oil output has likely declined 250 kbd in March and 500 kbd so far in April
Speakers: Natasha Kaneva, Head of Global Oil and Commodities Research This communication is provided for information p... Read more
21 Apr 2023
•
10mins
Ranked #6
EM Fixed Income: United we sell-off, divided we retrace
EM Fixed Income: United we sell-off, divided we retrace
Jonny Goulden and Saad Siddiqui discuss the latest drivers for EM currencies, a potential mis-pricing of front-end rates... Read more
20 Apr 2023
•
17mins
Ranked #7
EM Fixed Income: IMF Spring Meetings Update Episode 3 — EM Countries in Crisis
EM Fixed Income: IMF Spring Meetings Update Episode 3 — EM Countries in Crisis
Speakers: Jonny Goulden, Saad Siddiqui, Nicolaie Alexandru-Chidesciuc, Ben Ramsey Tune in as our Emerging Markets Resear... Read more
18 Apr 2023
•
29mins
Ranked #8
EM Fixed Income: IMF Spring Meetings Update Episode 2 — China and it’s Spillover
EM Fixed Income: IMF Spring Meetings Update Episode 2 — China and it’s Spillover
Speakers: Jahangir Aziz, Grace Ng, Sin Beng Ong Listen to our Emerging Markets Economists as they summarize China’s reop... Read more
18 Apr 2023
•
38mins
Ranked #9
EM Fixed Income: IMF Spring Meetings Update Episode 1 – EM Overview and Key Takeaways
EM Fixed Income: IMF Spring Meetings Update Episode 1 – EM Overview and Key Takeaways
Speakers: Luis Oganes, Saad Siddiqui, Cassiana Fernandez, Nicolaie Alexandru-Chidesciuc Join our research analysts as th... Read more
18 Apr 2023
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37mins
Ranked #10
Global FX and Europe Credit Research — Axes of differentiation between US and Europe stresses
Global FX and Europe Credit Research — Axes of differentiation between US and Europe stresses
Meera Chandan and Roberto Henriques discuss the outlook for European banking sector and FX in the aftermath of US bankin... Read more
14 Apr 2023
•
25mins