US Rates: See you next (fiscal) year

Rates strategists Jay Barry and Amanda Berke discuss Treasury’s August refunding announcement, the implications on issuance and yield levels, alongside a discussion of more structural themes in debt management.   Speakers:  Jay Barry, Head of Global Rates Strategy Amanda Berke, U.S. Rates Strategist   This podcast was recorded on August 6, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5397119-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.