
Ipek Ozil
Senior Derivative Strategist at J.P. Morgan, focusing on U.S. Interest Rate Derivative Strategy.
Best podcasts with Ipek Ozil
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Oct 25, 2024 • 12min
U.S. Rates - Counting down to November
Join Srini Ramaswamy, Global Head of Rates Derivatives Strategy at J.P. Morgan, and Ipek Ozil, Senior Derivative Strategist, as they delve into the impact of the upcoming U.S. elections on rates markets. They discuss how different electoral outcomes could influence treasury supply and options pricing. The duo also examines the Fed's quantitative tightening, warning of potential risks to financial liquidity. Insights on managing market volatility amidst these changes offer strategies for cautious investment in uncertain times.

Feb 12, 2025 • 15min
U.S. Rates - The March – June Treasury futures roll
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.