Join Srini Ramaswamy, Head of Global Rates Derivatives Strategy at J.P. Morgan, and Teresa Ho, Head of US Short Duration Strategy, as they dissect the 2025 US fixed income landscape. They predict a mild economic slowdown with a 2% GDP growth and discuss upcoming fiscal policy changes, including treasury market responses. The duo explores the stability of money market funds amid Fed easing and delves into the intricacies of inflation and bond yields, offering insights into volatility and strategic investment positioning.

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.