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How JPMorgan Fixed Income Strategy Works Now
With the S&P 500 hitting new highs near seven thousand eight hundred while real GDP growth slows to two point two percent, traditional equity logic is fracturing. We break down why JPMorgan’s fixed income team sees a generational opportunity in bonds right now. The key isn't just yield—it's the structural shift in how capital is being trapped and released through tokenization. We look at the specific mechanics of this liquidity squeeze, why small caps are lagging the Dow, and what that means for your portfolio allocation in late twenty twenty six.
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The skinny
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