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US Rates: US Rates Markets 2024 Mid-year Outlook
Jul 8, 2024
JPMorgan's US Rates strategists discuss Fed policy, inflation, and labor markets impact on interest rates. They analyze Federal Reserve's balance sheet normalization, treasury market dynamics, regulatory changes, and the upcoming presidential election's influence on the market outlook.
27:58
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Quick takeaways
- US rates markets may see a fall in Fed easing due to expected moderation in inflation and balancing labor markets.
- Anticipated stable funding conditions in the treasury market despite potential liquidity spikes, supported by strategic balance sheet policies.
Deep dives
Outlook on US Rates Markets and Inflation
The podcast discusses the outlook on the US rates markets and inflation. It highlights the expectation of GDP growth stepping down, inflation moderating, and labor markets balancing out, potentially leading to a fall in Fed easing. The data indicates a shift in growth and inflation patterns, particularly focusing on rent inflation and moderation in wage inflation, influencing the Fed's inflationary trend assessment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode