Ipek Ozil

Srini Ramaswamy, Global Head of Rates Derivatives Strategy at J.P. Morgan, and Ipek Ozil, Senior Derivative Strategist, delve into the dynamics of upcoming UST futures contracts. They explore how Federal Reserve policies can shape investment strategies and affect financing rates. The conversation covers the implications of forward rates on market behavior and discusses wildcard optionality in ultra-long bond contracts. Their insights into bullish and bearish perspectives on bond calendar spreads offer a compelling look at evolving market conditions.