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Teresa Ho

Head of US Short Duration Strategy at J.P. Morgan, specializing in money markets, repo dynamics, and short-duration funding strategy; provided analysis on QT and Fed liquidity tools in the episode.

Top 5 podcasts with Teresa Ho

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32 snips
Oct 17, 2025 • 14min

US Rates - Does QT's end matter for funding and Treasury markets?

Teresa Ho, Head of U.S. Short Duration Strategy at J.P. Morgan, joins Phoebe White to delve into the implications of Quantitative Tightening's potential end. They explore the recent spike in SOFR and repo rates, attributing it to T-bill supply and coupon settlements. Teresa highlights that the anticipated $20bn/month runoff may not significantly alleviate funding pressures. They also discuss the limited impact of QT's end on yield outlooks, along with insights into inflation markets and break-even rates amid fluctuating oil prices.
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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.
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15 snips
Oct 29, 2025 • 15min

How stablecoins are reshaping global finance

Teresa Ho, Head of U.S. Short Duration Strategy at J.P. Morgan, shares her insights on stablecoins, explaining their mechanics and growing significance in finance. She discusses the implications of the GENIUS Act and contrasts stablecoins with traditional deposits and money market funds. Teresa also highlights a $300 billion market, driven by crypto correlation and emerging market dollarization. While expressing doubts about retail adoption, she sees potential for institutional use and cross-border payments, all amidst ongoing regulatory challenges.
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14 snips
Oct 24, 2025 • 22min

At Any Rate: Of funding and refundings

Teresa Ho, Head of US Short Duration Strategy at J.P. Morgan, and Phoebe White, Head of US Inflation Strategy at J.P. Morgan, dive into the complexities of funding markets and the upcoming Treasury refunding. Teresa unpacks recent pressures in the funding landscape, while Phoebe outlines how changes in fiscal projections impact Treasury supply. They discuss implications of ending quantitative tightening and explore Fed tools that could alleviate funding strains. Tune in for insightful analyses on how recent trends shape market dynamics!
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9 snips
Oct 23, 2025 • 34min

Taking stock of the evolving value proposition of stablecoins

In this insightful discussion, Teresa Ho, Jonny Goulden, Meera Chandan, and Kunj Padh from J.P. Morgan explore the evolving role of stablecoins in the financial landscape. Teresa explains their function as digital cash and the regulatory impacts shaping their use. Jonny highlights emerging market dynamics driving adoption, while Meera discusses potential increases in dollar demand from global usage. Kunj analyzes current market impacts and correlations with Bitcoin, revealing stablecoins' untapped potential and challenges for corporate payments.

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