Macro Matters: Inflation Pricing With JPMorgan’s Phoebe White
Update: 2025-08-14
Description
JPMorgan’s Phoebe White, head of inflation strategy, says a September interest-rate cut by the Federal Reserve risks pushing inflation expectations higher. She joins Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey on this Macro Matters episode of the FICC Focus podcast to discuss how Treasury Inflation-Protected Securities and inflation derivatives work, how investors use them to hedge and JPMorgan’s outlook for breakevens and real yields. The BI US Interest Rate Strategy team has recently published research on TIPS, including a market outlook and an analysis of market structure.
The Macro Matters podcast is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify.
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