On this episode, Jay Barry and Phoebe White discuss the implications of the recent events in Europe on Treasury market liquidity, as well as their takeaways from the downside surprise in May CPI and their thoughts ahead for US rates and inflation markets. They are hesitant to take too much signal from the weakness in core inflation in May and still expect the first rate cut in November.

Speakers:

Phoebe White, Fixed Income Strategy

Jay Barry, Fixed Income Strategy

This podcast was recorded on 14 June 2024.

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