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12min chapter
Surveillance: JPM's Michele on the Fed
Bloomberg Surveillance
Honoring Bob Michael, Current State of the Bond Market, and Buying Duration
In this chapter, they discuss a special event honoring Bob Michael, CIO of JP Morgan, and mention other honorees like Barbara Novick. They highlight the current state of the bond market and Bob's perspective on the value in the 10-year bond. They also discuss the conviction they still have despite market moves and buying duration in the current situation.
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