Bob Michele

Peter Navarro, former White House trade advisor, discusses the impact of a recent court ruling on Trump's tariffs and its implications for U.S. trade policy. Libby Cantrill from PIMCO outlines strategic options for the administration. Bob Michele, CIO at JPMorgan, warns about bond market signals regarding debt and deficits. Angelo Zino of CFRA reacts to Nvidia's earnings and its role in the AI market. The panel dives deep into economic crises, tariff complexities, and the intersection of technology and foreign policy.

In this discussion, Bob Michele, Global Head of Fixed Income at JPMorgan Asset Management, and Stuart Kaiser, Head of Equity Trading Strategy at Citigroup, dive into the swirling turmoil of tariff tensions impacting global markets. They highlight investor anxiety due to potential new tariffs affecting major tech companies like Apple and Nvidia. The conversation also touches on the strain on equity and bond markets, the implications for Federal Reserve policies, and strategies for navigating uncertainty in the current economic landscape.

Bob Michele, CIO of Fixed Income at JPMorgan Asset Management, shares insights on the bond market and the expected impact of Fed policies. Tim Adams, CEO of the Institute of International Finance, discusses his talks with the US Treasury regarding the IMF's critical roles. Meghan Graper, Global Head of Debt Capital Markets at Barclays Capital, highlights the brighter side of uncertainty in investment-grade credit amid possible trade deals with China. Together, they explore the intricate dynamics of global finance and the evolving landscape of economic policy.

Bob Michele from JPMorgan Asset Management suggests Fed may need to push the economy into recession before cutting rates. Bill Dudley criticizes the Fed's proposal to increase capital requirements for major banks. Greg Boutle explains why he abandoned his 11% drop prediction for the S&P. Francisco Blanch sees Brent Crude at $90 next year. Bhakti Hansoti compares Covid to the flu.

Discussing US soft landing, Fed expectations, equity outlook, ETF research, and market headwinds with guests Bob Michele, Liz Young, and Eric Balchunas on the latest episode.

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.

Bob Michele, Global Head of Fixed Income at JP Morgan, shares insights on Fed rate cut expectations. Mike Pyle, former Deputy National Security Advisor, discusses his role in shaping economic policy during the Biden Administration. Mary Powell, CEO of Sunrun, highlights the urgent need for a revamped US electrical grid to support AI advancements and renewable energy. They explore the intricate interplay between monetary policy, economic trends, and the future of energy, providing listeners with thought-provoking perspectives on today’s economy.

Financial expert Bob Michele and market analyst Liz Young join the discussion on Alan Greenspan's silence, company guidance, and investment strategies. Insights on market updates and wealth management services are shared, along with the evolution of understanding the Federal Reserve's communication cues.

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.

Experts discuss US economy optimism, central banks' inflation targets, and diversifying to non-US stocks. Podcast covers wealth management, investment strategies, global diversification, and economic impact on lower-income families.