

Surveillance: JPM's Michele on the Fed
Sep 28, 2023
Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Honoring Bob Michael, Current State of the Bond Market, and Buying Duration
02:06 • 12min
Interest in Bonds and Hesitations of Pension Funds
14:28 • 3min
Market Analysis and Investment Opportunities
17:32 • 12min
Balance of Power and Sponsorship Mentions
29:04 • 2min
Saudi Arabia's Reaction to Bond Turmoil and a Strong Dollar
31:15 • 7min
Discussion on Inventory Sustainability and Global Economy Concerns
38:03 • 2min