

Bob Michele Talks Monetary Policy
Apr 22, 2024
JP Morgan's Bob Michele shares insights on credit and treasuries. Discussion includes navigating uncertain rate environments, market leverage, corporate debt allocation, and Fed rate cuts. Focus on wealth management, US dollar, and monetary policy insights.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Navigating Uncertain Rate Environments and Market Leverage
02:21 • 6min
Journey of Success, Dollar Strength, and Fed Rates
08:33 • 4min
Exploring Corporate Debt Allocation and Market Liquidity
12:50 • 3min
Discussion on Fed Rate Cuts and Monetary Policy Insights with Bob Michael
15:37 • 2min