JPMorgan's Michele's Conviction Calls Include 4% 10-Year Yield

The video discusses the Federal Reserve's potential rate hikes and their impact on the economy, suggesting a pause after four more increases. It explores a short duration investment strategy due to expected rising yields. The comparison between US and European high yield markets highlights potential narrowing spreads. Concerns about the European Central Bank's policies fostering 'zombie companies' are raised. Finally, a prediction for the 10-year Treasury yield is made, emphasizing economic growth and market adjustments.

What are the implications of the Federal Reserve raising rates four more times?

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How does the speaker view the relationship between US high yield and European high yield?

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What is the expected trend for yields in the European high yield market according to the speaker?

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What concerns are raised about 'zombie companies' in the context of European high yield?

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What does the speaker suggest about the future of corporate America and credit availability?

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