Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Tuesday Oct 25, 2022
Tuesday Oct 25, 2022
Mike Feroli, Jay Barry, Srini Ramaswamy, discuss the latest in US economics and rates strategy. Mike offers his view on the outlook for the economy and the Fed over coming months, and the conditions required to slower the pace of Fed hikes. Jay discusses the shifting demand backdrop in the Treasury market and how this could affect the yield curve, as well as liquidity environment and the potential for a Treasury buyback facility. Srini digs into the outlook for swap spreads, bank balance sheets, and implied volatility.
Speakers:
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Michael Feroli Srini Ramaswamy |
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