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 Oct 11, 2024
Friday Oct 11, 2024
US Rates Strategists Jay Barry and Phoebe White discuss their takeaways from the September CPI report, the recent volatility in rates and inflation markets, and thoughts on Fed balance sheet policy following the most recent FOMC meeting minutes. With Treasury valuations somewhat cheap and positioning now short, we think yields have limited further room to rise. Inflation breakeven should also find stability though risks remain two-sided at these levels.
Speakers:
Jay Barry, Fixed Income Strategy
Phoebe White ,Fixed Income Strategy
This podcast was recorded on October 11, 2024.
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