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Rates strategists Jay Barry and Phoebe White discuss their latest views on the Treasury and TIPS market in the context of the January FOMC meeting minutes, debt management strategy commentary from Treasury Secretary Bessent, ongoing tariff headlines and rising survey-based inflation expectations.

Speakers: Jay Barry, Head of Global Rates Strategy Phoebe White, Head of US Inflation Strategy

This podcast was recorded on February 21, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/

US Rates – Everybody knows this is nowhere

At Any Rate