Latest Episodes
May 30, 2023
Sticky Core & Right Tails
Participants:- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Izaac Brook (Desk Strategy), US Rates Strategy Analyst
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Robert Thompson (Research), Macro Rates Strategist
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
May 16, 2023
To the Limit
Participants:- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Cathal Kennedy (Desk Strategy), Senior UK Economist
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
May 2, 2023
Too much, or not enough?
Participants:- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Gerard Cassidy (Research), Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst
- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Su-Lin Ong (Research), Chief Australia Economist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
April 18, 2023
Ebbs and Flows
Participants:- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Izaac Brook (Desk Strategy), US Rates Strategy Analyst
- Cathal Kennedy (Desk Strategy) - Senior UK Economist
- Alvin T. Tan (Desk Strategy) - Asia FX Strategist
- Lori Calvasina (Research) - Head of US Equity Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
April 4, 2023
Seeking Calm!
Participants:- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Sean Taor (Debt Capital Markets), Head of European DCM and Syndicate
- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Adam Cole (Desk Strategy), Chief Currency Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
March 21, 2023
Humpty Dumpty
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Nicola Dransfield (Desk Strategy), European financials credit strategist
- Adam Jones (Trading), Head of US Credit Algo Trading
- Tom Porcelli (Research), Chief US Economist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Adam Cole (Desk Strategy), Chief Currency Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
March 7, 2023
Stretch Run
Participants:- Cathal Kennedy (Desk Strategy), Senior UK Economist
- Su-Lin Ong (Research), Chief Australia Economist
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Adam Jones (Trading), Head of US Credit Algo Trading
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
February 21, 2023
Fooled by lags?
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Robert Hogue (Research), Assistant Chief Economist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Adam Cole (Desk Strategy), Chief Currency Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
February 7, 2023
What Now?
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategist
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Lori Calvasina (Research), Head of U.S. Equity Strategy
- Su-Lin Ong (Research), Chief Australia Economist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
January 24, 2023
Emerging Divergence?
Participants:- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
- Su-Lin Ong (Research), Chief Australia Economist
- Robert Thompson (Research), Macro Rates Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
January 10, 2023
Can't, Won't, Don't Stop
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategist
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
December 6, 2022
Final Countdown
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategist
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Elsa Lignos (Desk Strategy), Head of FX Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
November 22, 2022
It's Complicated
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
November 8, 2022
Where's Terminal?
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Daria Parkhomenko (Desk Strategy), Head of FX Strategy
- Lori Calvasina (Research), Head of U.S. Equity Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
October 25, 2022
Let's Get Restrictive
Participants:- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
October 11, 2022
A Gilt Edged Crisis
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Blake Gwinn(Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Daniel Rico (Desk Strategy), Latin America FX Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
September 27, 2022
Fault Lines
Participants:- Cathal Kennedy (Desk Strategy), UK Economist
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Lori Calvasina (Research), Head of U.S. Equity Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
September 13, 2022
Full Throttle
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Gordon Scott (Research), Australia Economics & Fixed Income
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Adam Jones (Trading), Head of US Credit Algo Trading
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
August 30, 2022
The Bears are Back in Town
Participants:- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
August 9, 2022
Yo-Yo Yields
Participants:- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Daria Parkhomenko (Desk Strategy), FX Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
July 26, 2022
The Need For Speed
Participants:- Tom Porcelli (Research), Chief US Economist
- Blake Gwinn (Desk Startegy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Jason Daw (Desk strategy), Head of North America Rates Strategy
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Lori Calvasina (Research), Head of U.S. Equity Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
July 12, 2022
Dog Days of Summer
Participants:- Jason Daw (Desk strategy), Head of North America Rates Strategy
- Blake Gwinn (Desk Startegy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Adam Jones (Trading), Head of US Credit Algo Trading
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
June 28, 2022
Too Soon To Focus On Growth Risks?
Participants:- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Simon Deeley (Desk Strategy), Canada Rates Strategy
- Daniel Rico (Desk Strategy), Latin America FX Strategist
- Lori Calvasina (Research), Head of U.S Equity Strategy
- Tom Porcelli (Research), Chief US Economist
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
June 14, 2022
Aggressive Tightening And Its Impacts
Participants:- Simon Deeley (Desk Strategy), Canada Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Robert Thompson (Research), Macro Rates Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
May 31, 2022
Abrupt Reversals – Can They Be Sustained?
Participants:- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Lori Calvasina (Research), Head of U.S. Equity Strategy
- Adam Jones (Trading), Head of US Credit Algo Trading
- George Davis (Desk Strategy), Chief Technical Strategist, FICC
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
May 17, 2022
Shifting Sands in Macro & Markets
Participants:- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
May 3, 2022
Central Banks Strike Back
Participants:- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Tom Porcelli (Research), Chief US Economist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Su-Lin Ong (Research), Chief AU Economist
- Daria Parkhomenko (Trading), FX Strategist
- Adam Cole (Trading), Head of US Credit Algo Trading
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
April 19, 2022
Curve Chaos: Bond, Equity, FX Implications
Participants:- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Tom Porcelli (Research), Chief US Economist
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Lori Calvasina (Research), Head of U.S. Equity Strategy
- Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
April 5, 2022
Central Banks – The Road Ahead
Participants:- Tom Porcelli (Research), Chief US Economist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Su-Lin Ong (Research), Chief AU Economist
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
March 22, 2022
Up, Up and Away
Participants:- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Tom Porcelli (Research), Chief US Economist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Adam Cole (Desk Strategy), Chief Currency Strategist
- Robert Thomson (Desk Strategy), Macro Rates Strategist
- Jason Mandel (Desk Strategy), Head of Leveraged Finance Desk Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
March 8, 2022
Russia-Ukraine Risk Premium
Participants:- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Helima Croft (Research), Head of Commodity Strategy & MENA Research
- Peter Schaffrik (Research), Head of UK/European Rates & Economics
- Elsa Lignos (Desk Strategy), Head of FX Strategy
- Tom Porcelli (Research), Chief US Economist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts