JPM Strategists Meera Chandan and Jay Barry discuss rising term premium across DM government bond markets, the passage of the House tax bill, rising tariff risks, and what this means for rates and FX markets.

Speakers: Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy

This podcast was recorded on May 23, 2025.

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

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