All into Account cover image

All into Account

Cross Asset Strategy: ‘Bond backup provides good entry for long duration trades’ with Jay Barry, Co-Head of US Rates Strategy and Jason Hunter, Head of Technical Strategy

Feb 22, 2024
10:57

Yields have move up sharply since the mid-January trough on the back of strong growth and inflation data, although we feel the market may have gone too far, providing an entry point to get long duration, especially now that positioning has neutralized.  Jay and Jason join today to discuss the fundamental and technical picture for US Fixed Income.

Speakers:
Thomas Salopek, Global Cross Asset Strategy
Jay Barry, Co-Head of US Rates Strategy
Jason Hunter, Head of Technical Strategy

This podcast was recorded on 22 February 2024.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4625977-0, https://www.jpmm.com/research/content/GPS-4630257-0, https://www.jpmm.com/research/content/GPS-4624689-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner