JPMorgan AM's Michele Says Look for High-Quality Duration

The video discusses the current state of government bond markets, highlighting opportunities in high-quality duration investments. It examines the potential impact of fiscal stimulus on monetary policy, noting the challenges in implementing fiscal measures in various regions. The video also analyzes corporate earnings, suggesting that companies have adapted to a new normal post-financial crisis. Finally, it explores the stability of the US dollar, considering factors like Brexit and tariffs, and predicts a stable outlook with potential upside.

What factors should the Fed consider regarding inflation expectations?

What is the current outlook for government bond yields?

In what ways might fiscal stimulus impact monetary policy?

How have companies adjusted their cost base in response to economic conditions?

What are the implications of a strong US dollar for the economy?