Episodes
Friday Aug 09, 2024
US Rates: July Morning turns into Cruel Summer
Friday Aug 09, 2024
Friday Aug 09, 2024
JPMorgan Interest Rate Strategists Jay Barry and Srini Ramaswamy discuss recent events in the markets and their views going forward. This discussion covers a lot of ground, from the weak Payrolls report and subsequent Fed-speak, to recent headlines about issuance in the 20Y sector, to carry trade unwinds, swap spreads, volatility and the Fed’s balance sheet normalization.
Speakers:
Jay Barry, Co-Head, US Rates Strategy
Srini Ramaswamy, Co-Head, US Rates Strategy
This podcast was recorded on 9 August 2024
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