Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
Episodes
Thursday Mar 30, 2023
The regional bank crisis and its implications for bonds
Thursday Mar 30, 2023
Thursday Mar 30, 2023
Plenty has happened over the last few weeks—Silicon Valley Bank collapsed, Credit Suisse was taken over by UBS, and several other pressures emerged among regional banks. These events and their implications for credit conditions and monetary policy have sent markets through a series of twists and turns and raised questions about the risk of a US recession later this year. On this episode, Dr. David Kelly is joined by Kelsey Berro, Portfolio Manager on our Global Fixed Income, Currencies and Commodities Group, for a discussion on these issues and how it's shaped both the outlook going forward and the fixed income landscape.