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.

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