Bob Michele Discusses US Bond Markets, Credit, Rate Cuts

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JPMorgan Asset Management's Bob Michele downplays concerns over US dollar asset outflows, citing strong international demand for US bonds. He also expects potential Fed rate cuts if inflation moderates later in the year.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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JPMorgan Asset Management CIO and Head of GIFCC Bob Michele downplays the concerns over structural outflows from US dollar assets, nothing a strong international demand for US bonds and that headlines of “selling America” do not match actual flows. Michele also discusses the outlook for rates, expecting potential Fed rate cuts if inflation moderates late in the year. He speaks with Scarlet Fu, Katie Greifeld and Eric Balchunas on ‘ETF IQ.’ (Source: Bloomberg)

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Original article published by Bloomberg on February 10, 2026.
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