Geopolitical shocks and market durability: What’s next?
Nearly 8 weeks after the initial wave of conflict in the Middle East began, markets have done a full circle and currently find themselves trading at or in some cases better than pre-war valuations.
If the conflict was the catalyst for a major repricing of economic growth, that repricing has proven to be short lived.
Once again, we find ourselves talking about the durability of markets amidst new and unprecedented events.
But the war represents yet another illustration of a dynamic that remains ever important; a complex intersection between public policy, American interventionism, and economic growth.
Ivan Hrazdira, head of Debt Capital Markets for the Americas and Global USD sponsor sat down to talk about this dynamic and more.
4 Feb 2026
Beyond the Consensus: Microclimates & the Illusion of Stability - Episode #2
In the second episode of our three part series on 2026 outlooks, John O’Callaghan, head of Linea Rates Trading for the Americas, explores why markets have remained subdued despite the presence of multiple narratives that, in previouscycles, would have driven volatility. He argues that accommodating financial conditions have created “microclimates” whereby competing themes and cross-currents are ultimately nullified and do not end up amplifying price action. The result is a market that remains resilient – for now – as underlying tensions continue to build.
27 Jan 2026
Beyond the Consensus: Where 2026 Outlooks Fall Short - Episode #1
Growth at a Price – The Risks Beneath 2026 Optimism
Christian Vitale, Co-Head of G10 FX Swaps Trading, examines the dueling narratives underpinning global growth expectations.
While artificial intelligence represents a genuine productivity opportunity with the potential to reshape economies, the extent to which that opportunity is funded with debt, particularly at the sovereign level, could create fragility if conditions deteriorate.
1 Dec 2025
So Close and Yet SOFR... Taking Stock of Front-End Liquidity Into Year-End
Dive into the often-overlooked but critical $6trn repo market with our latest podcast!Oskar Rogg, Americas Treasurer and Ivan Hrazdira, Head of DCM Americas, explorefront-end liquidity dynamics during this unique period of rate cuts andquantitative tightening.
Discover why SOFR (Secured Overnight Financing Rate Data) rates remained persistently high in Q3/Q4 and what this means for year-end markets.
29 Oct 2025
All Is Quiet on the Western Front End… For Now: ECB, Politics, and Navigating the European Rate Scene
Just because the market is not anticipating a material policy change at this week’s ECB meeting doesn’t mean there won’t be any potential reaction or implications. Investors are still working through the ECB’s new operational framework. And all of this is occurring against a backdrop where, post-April 2nd, European assets have gained additional traction as an asset class for global investors.
Darasy Kol (Head of Rates Repo Europe) & Tristan Trotel (Head of Euro Rates Trading), sat down to discuss how the Euro rates market has been dealing with all these cross-currents and more.
30 Sept 2025
Teaser - Ahead of the Curve by Crédit Agricole CIB
Discover our new podcast on the latest trends shaping global capital markets.
26 Sept 2025
The First Cut Is The Deepest: Fed Kicks off 2025 Easing
After the recent FOMC rate cut, we discuss the follow on effects of not only the move itself but the various tensions embedded in the Fed’s actions, how they navigated the intersection of markets and politics, and what do we think the implications are for Investment Grade market conditions heading into Q4.
Ivan Hrazdira, head of Debt Capital Markets for the Americas and global USD sponsor, sat down to share his thoughts on all those questions and more.
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