Teresa Ho
Head of U.S. short duration strategy at J.P. Morgan, specializing in money market and short-dated rates analysis and a frequent commentator on repo, SOFR, and Fed liquidity dynamics.
Best podcasts with Teresa Ho
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19 snips
Sep 26, 2025 • 15min
US Rates - So long EFFR, welcome TGCR
Teresa Ho, Head of U.S. Short Duration Strategy at J.P. Morgan, joins Ipek Ozil to discuss pivotal changes in money market rates. They delve into the transition from EFFR to TGCR, highlighting TGCR's advantages as a more comprehensive benchmark. The duo analyzes recent funding volatility, particularly around corporate tax day, and explores the implications for quantitative tightening and reserve management. Their insights on repo dynamics and market behaviors provide a fascinating look at the future of U.S. rates.
Jul 31, 2025 • 15min
US Rates: Stablecoins – they’re only getting started
Teresa Ho, Head of U.S. Short Duration Strategy at J.P. Morgan, dives into the evolving world of stablecoins alongside Pankaj Vohra. They discuss how the Genius Act and Clarity Act are shaping the stablecoin market and its implications for Treasury demand. The duo highlights the contrast between stablecoins and traditional money market funds, the challenges of regulatory clarity, and the promising future of tokenized money market funds, emphasizing their role in enhancing liquidity and transparency.
