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
Friday Jan 05, 2024
Friday Jan 05, 2024
In this episode, we discuss the minutes of the December FOMC minutes. The balance sheet discussion read dovishly, and portends an earlier end to QT than our baseline forecast. We discuss the implication for funding, rates, and MBS markets.
Speakers
Jay Barry, Fixed Income Strategy
Teresa Ho, US Fixed Income Strategy
Nick Maciunas, Securitized Products Research
Srini Ramaswamy, US Rates Strategy
This podcast was recorded on 5 January 2024.
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