Bob Michele, CIO at J.P. Morgan Asset Management, discusses the Fed's policy shift and the potential for another rate cut. Henrietta Treyz, co-founder of Veda Partners, analyzes the implications of U.S.-China trade relations on agriculture and forecasts significant farm aid. Pat Haskell, from BlackRock, shares insights on municipal bond performance and valuations, highlighting their attractiveness in the current market. The conversation highlights strategic moves in different investment sectors amidst evolving economic conditions.
