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.

Cross Asset Strategy

<ul><li>Steepening of the 530s treasury curve globally is at historically high levels, driven by different factors in the US, Europe, and the UK</li><li>US curve steepness is reflective of repricing of additional Fed easing, while Europe's steepening is technical and related to Dutch pension fund transitions</li><li>Market hesitancy to fade the steepness due to ongoing technical flows in Europe and front-end driven steepening in the US, with uncertainty surrounding terminal rates in both regions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Steepening of the 530s treasury curve globally is at historically high levels, driven by different factors in the US, Europe, and the UKUS curve steepness is reflective of repricing of additional Fed easing, while Europe's steepening is technical and related to Dutch pension fund transitionsMarket hesitancy to fade the steepness due to ongoing technical flows in Europe and front-end driven steepening in the US, with uncertainty surrounding terminal rates in both regionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

<ul><li>The Fed, Bank of England, and BOJ all left rates unchanged with their own unique perspectives</li><li>Market volatility continues with equities bouncing and the dollar rebounding</li><li>Fed Chair Powell emphasized keeping options open and uncertainty in the economy, with no immediate rate cuts expected</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Fed, Bank of England, and BOJ all left rates unchanged with their own unique perspectivesMarket volatility continues with equities bouncing and the dollar reboundingFed Chair Powell emphasized keeping options open and uncertainty in the economy, with no immediate rate cuts expectedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – In The Eye of The Storm

Macroeconomics

<ul><li>Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the Fed</li><li>BoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycle</li><li>Fed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the FedBoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycleFed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Grappling With Uncertainty

<ul><li>Colleagues in the US made an important change to their Fed forecasts this year</li><li>Market sentiment may be jittery in February, with focus on global tech stocks and testing US Exceptionalism narrative</li><li>US Employment report at the end of the week is extra important to watch, with expectations for benign data, but potential risks and noise in the report due to factors like wildfires and updates to population estimates for the household survey.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Colleagues in the US made an important change to their Fed forecasts this yearMarket sentiment may be jittery in February, with focus on global tech stocks and testing US Exceptionalism narrativeUS Employment report at the end of the week is extra important to watch, with expectations for benign data, but potential risks and noise in the report due to factors like wildfires and updates to population estimates for the household survey.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Market conditions have shifted with increased rates against reduced liquidity, leading to recent sell-offs.</li><li>Despite market noise and uncertainty, the outlook remains constructive on intra-EMU spreads and Euro Area government bond supply for 2025.</li><li>The UK market has seen significant sell-offs in 10-year gilt yields, influenced by fiscal policies and US market dynamics, with expectations of further easing by the Bank of England.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market conditions have shifted with increased rates against reduced liquidity, leading to recent sell-offs.Despite market noise and uncertainty, the outlook remains constructive on intra-EMU spreads and Euro Area government bond supply for 2025.The UK market has seen significant sell-offs in 10-year gilt yields, influenced by fiscal policies and US market dynamics, with expectations of further easing by the Bank of England.This 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 update

United Kingdom

The British Pound Sterling is the official currency of The United Kingdom. 

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Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios

The steepness in bond curves across the US, Europe, and UK has deepened due to various drivers, making it challenging to fade the steepness in the...

At Any Rate

The Week Ahead – In The Eye of The Storm

Central banks maintained unchanged rates, with Fed revising growth forecast downward while raising inflation projections, Bank of England showing...

Nomura – The Week Ahead

The Week Ahead – Grappling With Uncertainty

strategy involves monitoring economic data closely and adjusting policy as needed to achieve their dual mandate of stable prices and maximum...

Nomura – The Week Ahead

The Week Ahead – Snaky Ways

Colleagues in the US made an important change to Fed forecasts, market sentiment may be jittery in February with questions about tech stocks and US...

Nomura – The Week Ahead

Global Rates: European rates market update

Recent market trends suggest a possible shift in macro fundamentals, with increased rates, reduced market liquidity, and fiscal policy uncertainty...

At Any Rate

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