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At Any Rate: Of funding and refundings

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Manage episode 515480017 series 3258518
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Rates strategists Jay Barry, Teresa Ho, and Phoebe White discuss recent developments in money markets and what it could mean for the Fed’s QT process. They also preview the November refunding.

Speakers:

Jay Barry, Head of Global Rates Strategy

Phoebe White, Head of US Inflation Strategy

Teresa Ho, Head of US Short Duration Strategy

This podcast was recorded on October 24, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5111573-0, https://www.jpmm.com/research/content/GPS-5111467-0 and https://www.jpmm.com/research/content/GPS-5112512-0 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.

  continue reading

134 episodes

Artwork
iconShare
 
Manage episode 515480017 series 3258518
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Rates strategists Jay Barry, Teresa Ho, and Phoebe White discuss recent developments in money markets and what it could mean for the Fed’s QT process. They also preview the November refunding.

Speakers:

Jay Barry, Head of Global Rates Strategy

Phoebe White, Head of US Inflation Strategy

Teresa Ho, Head of US Short Duration Strategy

This podcast was recorded on October 24, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5111573-0, https://www.jpmm.com/research/content/GPS-5111467-0 and https://www.jpmm.com/research/content/GPS-5112512-0 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.

  continue reading

134 episodes

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