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US Rates: Tax season, debt ceiling, and reserves
Manage episode 413465818 series 3258518
Rates strategists Jay Barry and Teresa Ho discuss the strength of this tax season and what that tells us about the TGA, the debt ceiling, QT, and the lowest comfortable level of reserves.
Speakers
Jay Barry, co-head US Rates Strategy
Teresa Ho, Head of US Short Duration Strategy
This podcast was recorded on April 19, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4678572-0 and https://www.jpmm.com/research/content/GPS-4678829-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.
113 حلقات
Manage episode 413465818 series 3258518
Rates strategists Jay Barry and Teresa Ho discuss the strength of this tax season and what that tells us about the TGA, the debt ceiling, QT, and the lowest comfortable level of reserves.
Speakers
Jay Barry, co-head US Rates Strategy
Teresa Ho, Head of US Short Duration Strategy
This podcast was recorded on April 19, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4678572-0 and https://www.jpmm.com/research/content/GPS-4678829-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.
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