Bob Michael
Head of interest rate or macro strategy at J.P. Morgan Asset Management (appears as Bob Michael in transcript), providing portfolio and market reaction analysis to the Fed decision.
Best podcasts with Bob Michael
Ranked by the Snipd community
4 snips
Jan 28, 2026 • 30min
Instant Reaction: The Fed Decides
Torsten Slok, Apollo chief economist, on labor supply, productivity and deglobalization risks. Diane Swank, KPMG economist, on labor market frictions, underemployment and distributional effects. Bob Michael, J.P. Morgan rates strategist, on bond markets, AI-driven capex and portfolio timing. Richard Clarida, former Fed vice chair, on policy signaling, interest-rate outlook and yield-curve dynamics.
