33 個單集

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

At Any Rat‪e‬ J.P. Morgan

    • 商業
    • 5.0 • 2 則評分

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

    U.S. Fixed Income: How Would Larger Fiscal Stimulus Impact Treasuries and TIPS?

    U.S. Fixed Income: How Would Larger Fiscal Stimulus Impact Treasuries and TIPS?

    In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss how larger projected fiscal stimulus is likely to impact the outlook for Treasury yields, TIPS breakevens, and Treasury issuance trends.
     
    This podcast was recorded on February 22, 2021.
    This communication is provided for information purposes only.  Institutional clients can view the related reports atwww.jpmm.com/research/content/GPS-3654261-0  and www.jpmm.com/research/content/GPS-3650752-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “How would larger fiscal stimulus impact Treasuries and TIPS?, February 22, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.

    • 14 分鐘
    U.S. Fixed Income: As Yields Rise, Are We Headed for a Convexity Event?

    U.S. Fixed Income: As Yields Rise, Are We Headed for a Convexity Event?

    In this conversation, J.P. Morgan Research analysts Matt Jozoff, Josh Younger and Nick Maciunas discuss the risk that rising rates trigger a mortgage convexity event which could accelerate a sell-off on bonds.
     
    This podcast was recorded on February 12, 2021.
    This communication is provided for information purposes only.  Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3647898-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “As yields rise, are we headed for a convexity event?, February 12, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.

    • 16 分鐘
    U.S. Fixed Income: How Important Are Bank-Level SLR Carve-Outs to Swap Spreads?

    U.S. Fixed Income: How Important Are Bank-Level SLR Carve-Outs to Swap Spreads?

    In this conversation, J.P. Morgan Research analysts Alex Roever and Josh Younger discuss leverage constraints, the interaction between Holding Companies and their bank subsidiaries, and the implications for swap spreads.
     
    This podcast was recorded on February 5, 2021.
    This communication is provided for information purposes only.  Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3636518-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “How important are bank-level SLR carve-outs to swap spreads?: February 5, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.

    • 10 分鐘
    U.S. Fixed Income: Making Sense of the February Refunding

    U.S. Fixed Income: Making Sense of the February Refunding

    In this conversation, J.P. Morgan Research analysts Jay Barry, Teresa Ho and Phoebe White discuss everything we learned from Treasury’s quarterly refunding announcement, and the implications for Treasuries and the money markets.
     
    This podcast was recorded on February 3, 2021.
    This communication is provided for information purposes only.  Institutional clients can view the related reports at www.jpmm.com/research/content/GPS-3635246-0  andwww.jpmm.com/research/content/GPS-3630182-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Making sense of the February refunding, February 3, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.

    • 15 分鐘
    U.S. Fixed Income: The Coming Expiry of SLR Carve-Outs

    U.S. Fixed Income: The Coming Expiry of SLR Carve-Outs

    In this conversation, J.P. Morgan Research analysts Alex Roever and Josh Younger discuss the implications for Treasury markets of the Supplementary Leverage Ratio and the pending sunset of temporary regulatory relief.
     
    This podcast was recorded on January 15, 2021.
    This communication is provided for information purposes only.  Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3613354-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “The coming expiry of SLR carve-outs, January 15, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.
     

    • 17 分鐘
    U.S. Fixed Income: Georgia Elections and the Outlook for Rates Markets

    U.S. Fixed Income: Georgia Elections and the Outlook for Rates Markets

    In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss the implications of the recent Georgia runoff Senate elections on rates markets and our forecasts.
     
    This podcast was recorded on January 11, 2021.
    This communication is provided for information purposes only.  Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3607432-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Georgia elections and the outlook for rates markets, January 11, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.

    • 15 分鐘

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