bearish

USD

Global FX & Global Rates: Term premia rising: implications for rates and FX

172 Views29 May 2025 10:47
Podcast
SUMMARY
  • There is a supply demand mismatch globally, particularly at the long end of the curve
  • Rising term premiums are a concern, especially in the US due to fiscal uncertainty
  • While the speed of the recent moves is notable, there are no major financial stability concerns in the US, but Japan may need to take action to address volatility in the super long sector

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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Podcast by J.P. Morgan analysts on global markets
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