Treasuries, trends and tactics

from Insights Now Hosted by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over foreign demand for U.S. debt, prompting investors to seek diversification strategies for their U.S. Treasury exposure. In the 14th season of Insights Now, we move up in the capital stack, diving deeper into the insights of J.P. Morgan’s best-in-class portfolio managers and research analysts, exploring the intricacies of fixed income markets. On this episode of Insights Now, Gabriela Santos is joined by Kelsey Berro, U.S. Macro Research, to discuss the current state of the bond market and the Federal Reserve’s potential actions. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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Treasuries, trends and tactics

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This episode is 21 minutes long.

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This episode was published on May 15, 2025.

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