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How soft would a soft landing be?

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Manage episode 402557249 series 2273783
Content provided by J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors.

  continue reading

190 episoade

Artwork
iconDistribuie
 
Manage episode 402557249 series 2273783
Content provided by J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors.

  continue reading

190 episoade

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