Phoebe White

Phoebe White, Senior U.S. Rates Strategist at J.P. Morgan, and Eric Childs, Head of NA Rates Trading, dive into crucial insights about the upcoming Treasury refunding announcement. They discuss expected changes in T-bill issuance and the fiscal implications on investor behavior. The duo analyzes market adjustments and the influence of global trends on term premiums, especially how long-end yields remain elevated. Expect a deep dive into the implications of central bank responses and anticipated funding challenges for the next few years.

Join Phoebe White, Senior U.S. Rate Strategist at J.P. Morgan, as she delves into the future of the U.S. rates market. Phoebe and her colleagues discuss the economic slowdown expected due to tariffs, and its impact on treasury yields and unemployment. They analyze the dynamics of the rates landscape, focusing on Fed policy and liquidity issues. Additionally, Phoebe highlights the inflation outlook and how tariffs might affect pricing, along with a positive perspective on inflation-linked securities amidst geopolitical strife.

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.

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.