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There were no big surprises at the January FOMC meeting, but Powell’s remarks after the meeting were arguably the most hawkish he’s made as Fed Chair.  J.P. Morgan Economist Mike F...

Expectations that the Fed will soon begin to normalize monetary policy have left bond market participants with many questions.   J.P. Morgan’s Alex Roever explores some of these wi...

John Sim Is joined by Nick Maciunas and Kaustub Samant from the Securitized Products team to discuss the FHFA recent changes to loan level pricing for jumbo and second home loans d...

Alex Roever is joined by Mike Feroli and Jay Barry to discuss the outcome of the December FOMC meeting and the impact on the US rates market.  The Fed made major changes to its pol...

John Sim Is joined by Nick Maciunas, Kaustub Samant and Chong Sin from the Securitized Products team to discuss US home prices, looking at both single-family and multi-family buy /...

Alex Roever is joined by Eric Beinstein and Nelson Jantzen to discuss the outlook for High Grade and High Yield corporate credit markets in 2022.  Rising UST yields, improving cred...

Alex Roever is joined by Srini Ramaswamy, Fabio Bassi, and Jay Barry to discuss the outlook for US and developed market interest rates in 2022.  They discuss the relative differenc...

Alex Roever is joined by Mike Feroli and Jay Barry to discuss the outcomes of the November FOMC meeting and Treasury’s quarterly refunding announcement and the impact on the US rat...

In our latest podcast, analysts Alex Roever and Jay Barry discuss the outcome of the September FOMC meeting and the attendant impact on the rates markets. They delve how the outcom...

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