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
Thursday Nov 09, 2023
Thursday Nov 09, 2023
We discuss the outlook for the Fed’s balance sheet int 2024, taking into account the Fed’s monetary policy framework, the expected evolution of reserves and ON RRP balances, and what this means for the timeline for QT.
Speakers:
Jay Barry, Fixed Income Strategy
Michael Feroli, Chief US Economist
Srini Ramaswamy, US Rates Strategy
Teresa Ho, US Fixed Income Strategy
This podcast was recorded on 9 November 2023.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4555154-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.