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
Monday Jul 24, 2023
Monday Jul 24, 2023
Treasury supply has been in focus recently as the resolution of the debt limit has brought with it over $700bn in T-bill supply over the last two months. In coming weeks, the focus will shift toward longer-duration supply, as Treasury will likely announce increased coupon auction sizes at the upcoming August refunding. We preview the quarterly refunding announcement with a medium-term perspective toward Treasury issuance, and the implications for rate levels.
Speakers:
John Barry
Phoebe White
This podcast was recorded on July 24, 2023.
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