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JPMorgan Portfolio Manager Sees AI, Retail Risks for High-Grade Debt Rally
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JPMorgan Portfolio Manager Sees AI, Retail Risks for High-Grade Debt Rally

Bloomberg Markets · May 14, 2026, 8:16 PM

JPMorgan Asset Management’s bullish view on the high-grade corporate bond rally faces two potential stumbling blocks: an even bigger surge in technology spending and waning retail demand.

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