At Any Rate

US Rates: US rates market 2H25 outlook


Listen Later

J.P. Morgan’s Jay Barry, Teresa Ho, Ipek Ozil, and Phoebe White discuss the outlook for the US rates market in the second half of 2025, discussing Treasury yields, swap spreads, TIPS, and the short-term fixed income markets.  

 

Speakers

Jay Barry, Head of Global Rates Strategy
Teresa Ho, Head of US Short Duration Strategy  
Ipek Ozil, Head of US Interest Rate Derivatives Strategy  
Phoebe White, Head of US Inflation Strategy

This podcast was recorded on June 16, 2025.


This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5008078-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

...more
View all episodesView all episodes
Download on the App Store

At Any RateBy J.P. Morgan Global Research

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

72 ratings


More shows like At Any Rate

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,180 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

405 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

192 Listeners

Exchanges by Goldman Sachs

Exchanges

981 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,018 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

279 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

176 Listeners

Making Sense by J.P. Morgan

Making Sense

63 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,281 Listeners

Wall Street Week by Bloomberg

Wall Street Week

58 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

25 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

26 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

214 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

27 Listeners

The Markets by Goldman Sachs

The Markets

69 Listeners