What is the current demand for US bonds according to JPMorgan's CIO?

According to JPMorgan Asset Management CIO Bob Michele, international demand for US bonds remains strong.

Do headlines about 'selling America' reflect actual financial flows?

Bob Michele states that actual financial flows do not match headlines suggesting a 'selling America' trend.

When might the Federal Reserve consider cutting interest rates?

The Federal Reserve may consider rate cuts later in 2026 if inflation begins to moderate.

Home / Business and Economy / US Bonds: Not for Sale!

US Bonds: Not for Sale!

10 Feb

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Summary

International demand for US bonds remains strong.
Actual flows contradict 'selling America' headlines.
Fed rate cuts may occur if inflation cools late 2026.

Bob Michele, CIO and Head of GIFCC at JPMorgan Asset Management, has addressed concerns regarding structural outflows from US dollar assets. Michele asserts that international demand for US bonds remains robust, suggesting that prevailing headlines about 'selling America' do not align with actual financial flows.

Looking ahead, Michele shared insights into the potential trajectory of interest rates. He indicated that the Federal Reserve might consider rate cuts toward the end of 2026, contingent upon a moderation in inflation figures. This perspective was shared during an appearance on 'ETF IQ' with Scarlet Fu, Katie Greifeld, and Eric Balchunas.

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