US Rates Strategist Phoebe White discusses her takeaways from the October CPI report, as well as the path ahead for US rates and inflation markets. October CPI showed broad-based strength, outside of some idiosyncratic weakness in core goods prices, and points to some stickiness in core services...

Since late-October, a price premium has been building in the TTF natural gas market, particularly summer 2025. Starting the winter season with lower storage in the ground relative to last year, the European natural gas market has had to contend with a colder than normal November, a huge amount of...

FX markets are finally behaving as expected post-US elections. Meera Chandan and Arindam Sandilya discuss the path ahead and outline why the FX moves are not yet done.   This podcast was recorded on 15 November 2024. This communication is provided for information purposes only. Institutional...