Ben Jarman
Australian rates strategist focused on AUD swap spreads, discussing cyclical drivers, RBA policy/QT effects, and domestic supply-demand considerations.
Top 3 podcasts with Ben Jarman
Ranked by the Snipd community
12 snips
Feb 6, 2026 • 29min
Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data
Ben Jarman, an FX strategist focused on APAC and commodity-linked currencies, walks through the RBA’s hawkish pivot and why AUD/NZD dynamics shifted. He discusses euro versus APAC FX rotation and scenarios around Japan’s elections. Conversations also cover the dovish BoE surprise and recent mixed US data that could sway dollar direction.
10 snips
Jan 30, 2026 • 26min
Global FX and Commodities: The dollar, metals, APAC and vols
Arindam Sandilya, J.P. Morgan FX strategist on Asia and vols; Junya Tanase, yen and Japan policy specialist; Ben Jarman, Antipodean macro and FX expert; Gregory Shearer, metals researcher. They discuss rapid moves in metals and the dollar. They cover commodity-driven currency swings, AUD/NZD rallies, yen intervention risks and APAC FX policy nudges. Volatility quirks and market fragility are highlighted.
Mar 20, 2026 • 19min
Global Rates: Global DM Swap Spread Outlook
Ben Jarman, Australian rates strategist focused on AUD swap spreads. Takafumi Yamawaki, Japan rates strategist tracking JGB supply and fiscal risks. Francis Diamond, U.K. rates strategist on BOE policy and political premia. Ipek Ozil, U.S. rates strategist covering volatility, carry trades and geopolitical shocks. They discuss drivers of DM swap spreads, curve dynamics across markets, and key risks that could shift spreads.
