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Ira Jersey

Chief US interest rate strategist at Bloomberg Intelligence. Provides insights on what drives the bond market in both the short and long terms.

Top 10 podcasts with Ira Jersey

Ranked by the Snipd community
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191 snips
Apr 28, 2025 • 43min

What We Learned About Treasuries on the Night of April 8

Ira Jersey, Chief US interest rate strategist at Bloomberg Intelligence, shares his expertise on the bond market's latest turmoil. He explains how typical safe havens like US Treasuries have faltered, especially following President Trump's 'Liberation Day'. The conversation dives into the spike in yields during April 8-9, revealing unexpected selling and liquidity challenges. Jersey also discusses the implications of shifting foreign ownership patterns and how these dynamics impact U.S. fiscal policy and global investor confidence.
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12 snips
Apr 8, 2025 • 24min

Stocks Rally, Bonds Slip on Trade Deal Hopes

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, dives into the economic ramifications of tariffs and their shockwaves through the bond market. He reveals how U.S. Treasuries are experiencing wild swings, leading to increased yields. The discussion also touches on the impact of potential trade deals on stock market dynamics and the challenges for companies like Apple facing tariff-induced selloffs. Jersey also highlights the intricate balance of navigating investment strategies amid ongoing volatility and evolving market conditions.
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10 snips
Apr 10, 2024 • 39min

A Breakdown of CPI and Outlook for Rates

Experts like Neil Dutta and Ira Jersey discuss CPI and Fed rate outlook, while Joe Weisenthal and Tracy Alloway share insights on CPI trends. Steven Ricchiuto analyzes inflation data and its economic impact. The podcast delves into inflation challenges for the Biden administration and how it affects various sectors.
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5 snips
Jul 27, 2024 • 33min

Bonds Are Not Vegetables Says HSBC’s Steven Major: Macro Matters

Steven Major, HSBC’s global head of fixed-income research, joins Bloomberg Intelligence strategists Ira Jersey and Will Hoffman to delve into the complexities of bond markets. They discuss the determinants of long-term interest rates and how supply influences yields. Regulatory constraints on dealer-intermediation are examined, alongside a contrarian outlook for global bonds. The conversation emphasizes the need for intellectual honesty in economic research while exploring the shifting dynamics between goods and services consumption.
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Apr 10, 2024 • 39min

Fed Favors Reducing Monthly Asset Runoff Pace by Roughly Half

Bloomberg's guests break down FOMC meeting minutes and US CPI data. Hartley Rogers discusses private market investing. Mary Schlangenstein talks about Delta's positive outlook. The podcast covers Fed's balance sheet reduction and private credit market landscape.
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Apr 2, 2024 • 45min

Tesla's Biggest Deliveries Miss Yet

Global analysts discuss Tesla's delivery miss and EV market outlook. Apple's stock performance, future prospects, and market challenges analyzed. Regulatory pressures, economic changes, and sector resilience explored. Rising bond yields, Fed rate cuts, and investment strategies discussed. Lucas Tomicki shares insights on investing in quality companies and shorting indexes.
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Aug 2, 2024 • 49min

Major Market Sell-Off, Worst Jobs Day in Two Years

Claudia Sahm, Chief Economist at New Century Advisors, leads a discussion with experts including Ira Jersey, a Chief US Interest Rate Strategist, and Anna Wong, Chief US Economist at Bloomberg Economics. They explore the recent market sell-off and its implications for interest rates. The panel analyzes job market declines and their potential effect on recession risks. Torsten Slok from Apollo Global Management adds insights on how these trends could reshape monetary policy decisions and impact investor strategies moving forward.
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Jul 11, 2024 • 24min

June Inflation Data Reaction; CPI and Jobless Claims

Economists Claudia Sahm and Randy Kroszner discuss June CPI readings and market impacts. Kate Moore explores market pricing of CPI data while Ira Jersey analyzes the Fed's rate path. The podcast delves into inflation data, monetary policy analysis, Fed actions, market outlook, treasury market reactions, and interest rate levels.
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Jul 5, 2024 • 35min

Jobs Data Fuels Bets on Two 2024 Fed Cuts

Michael McKee and Jane Oates discuss the June jobs report and its impact on Fed policy. Ira Jersey and Michael Mackenzie talk about treasury yields sinking post jobs data. Tina Fordham shares thoughts on US and UK politics. Topics include Fed interest rate cuts, minority hiring, market volatility, and potential scenarios for Biden, Harris, and Newsom in 2029.
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Nov 27, 2024 • 42min

Fed’s Favored Inflation Gauge Rises

Ira Jersey, Bloomberg Intelligence's Chief US Interest Rate Strategist, delves into the latest inflation data and its implications for the Federal Reserve. Sylvia Jablonski, CEO of Defiance ETFs, discusses market outlooks with a focus on investment strategies. Ned Lazarus, an international affairs expert, provides insights into the recent Israel-Hezbollah ceasefire and its regional impact. Bryan Whalen, from TCW's Fixed Income Group, analyzes market trends and strategies for navigating current economic challenges.

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