Fed Will Start Cutting Rates in September: JPM's Michele

The video discusses future interest rate trends, predicting that the Fed will start cutting rates in September. It highlights the market's current pricing and the potential impact on the yield curve. The speaker emphasizes the importance of portfolio management, focusing on quality borrowers and addressing challenges in commercial real estate and corporate loans.

How does the speaker perceive the current state of the coupon curve in relation to the Fed's potential rate cuts?

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What are the expected interest rate levels the Fed might reach according to the speaker?

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What strategy does the speaker intend to use in the next quarter regarding their portfolios?

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What does the speaker mean by 'known knowns' in the context of their portfolios?

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What issues does the speaker identify in commercial real estate and corporate loans?

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