Mike Feroli, Jay Barry, Srini Ramaswamy, discuss the latest in US economics and rates strategy.  Mike offers his view on the outlook for the economy and the Fed over coming months, and the conditions required to slower the pace of Fed hikes. Jay discusses the shifting demand backdrop in the Treasury market and how this could affect the yield curve, as well as liquidity environment and the potential for a Treasury buyback facility. Srini digs into the outlook for swap spreads, bank balance sheets, and implied volatility.

 

Speakers:

Michael FeroliJay Barry

Srini Ramaswamy

This communication is provided for information purposes only. Institutional clients can view the related report at

https://www.jpmm.com/research/content/GPS-4233044-0

https://www.jpmm.com/research/content/GPS-4221745-0

https://www.jpmm.com/research/content/GPS-4232549-0

https://www.jpmm.com/research/content/GPS-4238988-0

https://www.jpmm.com/research/content/GPS-4239154-0

https://www.jpmm.com/research/content/GPS-4232596-0

https://www.jpmm.com/research/content/GPS-4220597-0

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