Get the app
Afonso Borges
U.S. rate strategist at J.P. Morgan. Contributes expertise on Treasury market analysis.
Best podcasts with Afonso Borges
Ranked by the Snipd community
Oct 31, 2024
• 12min
US Rates: Trick or treat: recapping the November refunding announcement
chevron_right
Afonso Borges, a seasoned U.S. rate strategist at J.P. Morgan, joins to dissect the latest Treasury refunding announcement. The discussion highlights the stability of coupon sizes and the growing significance of TIPS auctions. They delve into the introduction of a shorter-term TIPS benchmark and explore how the Treasury is navigating fiscal projections and strategic management. Additionally, the conversation touches on near-term risks in the rates market, evaluating impacts from employment reports and unforeseen events.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
Get the app