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>DM swap spreads exhibit correlation but also have idiosyncratic drivers</li><li>Central bank balance sheet evolution and money market rates are identified as top drivers of DM swap spreads</li><li>Fed expected to continue QT, ECB and BoJ expected to normalize balance sheets, impacting swap spreads</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

DM swap spreads exhibit correlation but also have idiosyncratic driversCentral bank balance sheet evolution and money market rates are identified as top drivers of DM swap spreadsFed expected to continue QT, ECB and BoJ expected to normalize balance sheets, impacting swap spreadsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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>Canada has been in the spotlight with developments related to tariffs and retaliatory measures, as well as the Bank of Canada cutting rates</li><li>The FOMC meeting this week comes at a time of rising downside growth risks and upside pressure on core inflation, with expectations for the Fed to hold rates steady</li><li>Swap spreads have widened in recent weeks due to deregulatory optimism, with expectations for them to narrow towards fair value, driven by supply in the treasury market and demand side factors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Canada has been in the spotlight with developments related to tariffs and retaliatory measures, as well as the Bank of Canada cutting ratesThe FOMC meeting this week comes at a time of rising downside growth risks and upside pressure on core inflation, with expectations for the Fed to hold rates steadySwap spreads have widened in recent weeks due to deregulatory optimism, with expectations for them to narrow towards fair value, driven by supply in the treasury market and demand side factors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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>Ray Dalio, founder of Bridgewater and author, discusses big numbers and debt cycles in a social and political context</li><li>Tracy and Joe host a podcast episode with Ray Dalio, known for his insights on finance and the invention of the chicken nugget</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ray Dalio, founder of Bridgewater and author, discusses big numbers and debt cycles in a social and political contextTracy and Joe host a podcast episode with Ray Dalio, known for his insights on finance and the invention of the chicken nuggetThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ray Dalio on the Coming Crisis in US Debt

<ul><li>Peace hopes are higher and tariff fears have subsided for now</li><li>China hosting summit with tech entrepreneurs could boost economy</li><li>Markets becoming complacent over Trump's policies, uncertainty remains on future developments</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Peace hopes are higher and tariff fears have subsided for nowChina hosting summit with tech entrepreneurs could boost economyMarkets becoming complacent over Trump's policies, uncertainty remains on future developmentsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Risk Sentiment Intact, For Now

United States

IShares US Treasury Bond is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the ICE U.S. Treasury Core Bond Index.

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iShares US Treasury Bond ETF (GOVT US)

US Rates: DM swap spread outlook

The correlation of DM swap spreads over long periods varies, with US spreads tightening by 20 basis points since the pandemic and Boon spreads...

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

US Rates: Loonie Tunes

Canada is facing economic challenges with tariffs, Bank of Canada rate cuts, while the FOMC meeting is expected to keep rates steady despite risks,...

At Any Rate

Ray Dalio on the Coming Crisis in US Debt

Ray Dalio, founder of Bridgewater and author, discusses big numbers and debt cycles in a social and political context Tracy and Joe host a podcast...

Odd Lots

The Week Ahead – Risk Sentiment Intact, For Now

Overall, there are mixed indicators on the global economic outlook with hopes for peace and lower tariffs but ongoing uncertainty and slowing...

Nomura – The Week Ahead

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