Rates strategists Jay Barry and Teresa Ho discuss the strength of this tax season and what that tells us about the TGA, the debt ceiling, QT, and the lowest comfortable level of reserves.

Speakers

This podcast was recorded on April 19, 2024. 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4678572-0 and https://www.jpmm.com/research/content/GPS-4678829-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.