RiskReversal Pod cover image

I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan

RiskReversal Pod

00:00

Quantitative Tightening: How to Measure the Impact

The idea about extending duration is thinking that probably yields on the curve have peaked. We find it hard to get tenure to go back to the level we had in October, which was 4.3%. And really, it's a discussion about a move lower from 5% to 3%, whether it starts this year or only starts early next year.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app