Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>SLR reform is a high priority for US banking regulators, with potential changes to how Treasuries are calculated</li><li>The timeline for SLR reform is still in the early stages, with regulatory processes and personnel confirmations needing to be completed first</li><li>Potential scenarios for SLR reform include carving out reserves and dealer holdings of Treasuries from the SLR denominator to address liquidity and market functioning concerns</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

SLR reform is a high priority for US banking regulators, with potential changes to how Treasuries are calculatedThe timeline for SLR reform is still in the early stages, with regulatory processes and personnel confirmations needing to be completed firstPotential scenarios for SLR reform include carving out reserves and dealer holdings of Treasuries from the SLR denominator to address liquidity and market functioning concernsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: SLR reform: Helpful, but not a panacea

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Markets are still active, with major moves in rates and currency</li><li>There are conflicting signals in the bond market, with concerns over inflation and the economy slowing down</li><li>Steven Englander from Standard Chartered discusses the dynamics of JGB and UST yields</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Markets are still active, with major moves in rates and currencyThere are conflicting signals in the bond market, with concerns over inflation and the economy slowing downSteven Englander from Standard Chartered discusses the dynamics of JGB and UST yieldsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why Interest Rates Are Shooting Up All Around the World

<ul><li>Fed's focus on keeping inflation expectations well anchored, stable rates markets after meeting</li><li>Market optimism over potential trade deals with UK and China, potential tariff rate reduction</li><li>Forecast for US Rates largely unchanged, expect labor market weakness prompt Fed response, adjusted yield forecasts reflecting later start to easing and elevated uncertainty</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Fed's focus on keeping inflation expectations well anchored, stable rates markets after meetingMarket optimism over potential trade deals with UK and China, potential tariff rate reductionForecast for US Rates largely unchanged, expect labor market weakness prompt Fed response, adjusted yield forecasts reflecting later start to easing and elevated uncertaintyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Potential diversification of sovereign bond holdings away from U.S. treasuries and into other government markets, particularly in Euro area government bonds</li><li>FX hedging impacts on cross currency basis markets from hedging of dollar assets, with potential flow of reserve managers into European rates markets</li><li>Strategic bullish duration stance on German yields driven by expectations of ECB easing, lower inflation, easing of term premium, and positive carry in long duration exposures</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Potential diversification of sovereign bond holdings away from U.S. treasuries and into other government markets, particularly in Euro area government bondsFX hedging impacts on cross currency basis markets from hedging of dollar assets, with potential flow of reserve managers into European rates marketsStrategic bullish duration stance on German yields driven by expectations of ECB easing, lower inflation, easing of term premium, and positive carry in long duration exposuresThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: European rates market round-up

<ul><li>Recent fall in US inflation breakevens driven by change in growth expectations and trade policy developments</li><li>US breakevens appear somewhat cheap versus fair value framework, with near term inflation risks still skewed to the upside</li><li>European breakevens have outperformed due to seismic shift in German fiscal policy, leading to a backup in intermediate yields on the German curve.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent fall in US inflation breakevens driven by change in growth expectations and trade policy developmentsUS breakevens appear somewhat cheap versus fair value framework, with near term inflation risks still skewed to the upsideEuropean breakevens have outperformed due to seismic shift in German fiscal policy, leading to a backup in intermediate yields on the German curve.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates – Discussing the divergent drivers of US and EUR breakevens

United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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Global Rates: SLR reform: Helpful, but not a panacea

Overall, the discussion revolves around the potential impact of SLR reforms on banks and dealers, focusing on various scenarios and considerations...

At Any Rate

Why Interest Rates Are Shooting Up All Around the World

Markets are still active, with major moves in rates and currency There are conflicting signals in the bond market, with concerns over inflation...

Odd Lots

US Rates – Deal or no deal?

The Fed's focus on controlling inflation expectations was overshadowed by market reaction to Trump's trade deal announcement with the UK, optimism...

At Any Rate

Global Rates: European rates market round-up

Discussion on potential diversification of sovereign bond holdings, FX hedging impacts, Europe's benefit from de-dollarization, and strategic...

At Any Rate

Global Rates – Discussing the divergent drivers of US and EUR breakevens

US inflation breakevens have fallen due to changes in growth expectations and trade policy developments, while Euro area breakevens have...

At Any Rate

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