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Market Impact: 0.2

Fed Should Not Hike Rates, JPMorgan AM Says

Source: Bloomberg

Monetary PolicyInterest Rates & YieldsInvestor Sentiment & PositioningSovereign Debt & Ratings

JPMorgan Asset Management’s EMEA chief market strategist Karen Ward highlights Scott Bessent’s pledge to boost the Treasury’s buying of long-dated bonds, alongside implications for Federal Reserve policy. The discussion is framed as an outlook update for duration and rates rather than a discrete earnings or policy decision, suggesting limited near-term market impact beyond sentiment and positioning.

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