Phoebe White and Jay Barry discuss the impact of recent events in Europe on US rates, the downside surprise in May CPI, and their expectations for US rates and inflation markets. They anticipate the first rate cut in November despite weakness in core inflation.

Phoebe White, an interest rate strategist at J.P. Morgan, and Michael Hanson, a US economist known for his expertise on the Federal Reserve and inflation markets, dive into the recent July CPI report. They discuss cooling inflation trends and the Federal Reserve's evolving strategies. Their insights on rental demand and auto insurance costs add depth to inflation expectations. Plus, they preview what Chair Powell might reveal at the Jackson Hole Symposium amidst market jitters and shifting economic dynamics.

Mike Feroli, Chief U.S. Economist at J.P. Morgan, and Phoebe White, Head of U.S. Inflation Strategy, dissect the recent July employment report, revealing a modest rise in unemployment and wage growth declines. They analyze the participation rates and sector-specific job gains, while also addressing the broader economic growth of just 1%. The duo explores the Federal Reserve's potential for rate cuts amidst a softening economy, highlighting the market’s expectations for continued easing through next year.

US Rates strategists Jay Barry, Teresa Ho, and Phoebe White discuss funding markets, QT impact, August refunding, and FOMC meeting. Topics include market inefficiencies, Treasury guidance on borrowing needs, US Treasury issuances, and outlook for rate cuts.

JPMorgan's US Rates strategists discuss Fed policy, inflation, and labor markets impact on interest rates. They analyze Federal Reserve's balance sheet normalization, treasury market dynamics, regulatory changes, and the upcoming presidential election's influence on the market outlook.

Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they dissect the June jobs report. Topics include implications for rate cuts, consumer health, corporate balance sheets, and predictions on Fed actions and CPI reports.

Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, analyze rent inflation trends post-pandemic. They discuss supply trends, varying rent increases, and the impact of wage inflation on rental affordability.

Rates strategists Jay Barry and Phoebe White discuss trends in Treasury market liquidity, including increased trading volumes and improved market depth. They note a rise in off-the-run dispersion and dealer inventories. Overall, Treasury market functioning appears to be stabilizing at post-pandemic averages.

Phoebe White, Head of US Inflation Strategy, and Mike Feroli, Chief US Economist, analyze the May US employment report, future economic trends, and the impact of immigration policies on the economy. They discuss the increase in nonfarm payrolls, discrepancies in surveys, wage pressures, GDP growth expectations, potential interest rate cuts, and the Federal Reserve's future plans.

Chief U.S. Economist and Head of U.S. Inflation Strategy discuss the April Jobs Report, highlighting signs of labor market cooling, softer nonfarm payrolls, and rising unemployment rate. They explore implications for the Fed, wage growth, GDP forecast, and conflicting economic signals. Analysis includes Fed's strategies on inflation progress, rate cuts, and employment considerations in policy decisions.