Ira Jersey

Nellie Liang, a senior fellow at Brookings and former Treasury undersecretary, Ira Jersey, a chief interest rate strategist at Bloomberg, and Josh Younger, a Columbia lecturer, dive into the crucial U.S. Treasury market. They discuss concerns about bond demand amidst rising deficits and dissect the complexities of liquidity and volatility in financial markets. The trio draws parallels between historical strategies and current buyer motivations, exploring the impact of inflation and fiscal policies on market dynamics, while emphasizing the need for robust liquidity.

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.

Ed Ludlow, tech correspondent who covers major IPOs and WWDC, and Ira Jersey, Bloomberg Intelligence interest-rate strategist, dig into SpaceX and OpenAI IPO mechanics and institutional demand. They also discuss term premia, two-year yield moves, and how markets are pricing peak inflation. Short, sharp takes on IPO pricing, retail access, and Treasury market dynamics.

Chad Brown, trade-policy scholar and author, explains modern tools like stockpiling, subsidies and export controls. Nelson Yu, Head of Equities at AllianceBernstein, maps the equity bull run, AI-driven earnings and sector/region opportunities. Ira Jersey, fixed-income strategist, analyzes inflation readings, yields and policy implications. They discuss supply-chain strategy, AI capex and why yields matter for markets.

Vanessa Phillips, founder and CEO of a gluten-free frozen foods brand born from a celiac diagnosis, talks product development and retail growth. Shehzad Qazi, China Beige Book COO, assesses the Xi–Trump meeting and China’s economic constraints. Ira Jersey, Bloomberg Intelligence interest-rate strategist, discusses rising long-term sovereign yields and global bond-market pressure.

Ira Jersey, a chief U.S. interest rate strategist, offers bond market and Fed-transition perspective. Matthew Palazola, a senior P&C analyst, parses big 13F moves like Berkshire’s Alphabet buy. Emily Forgash, an energy reporter, breaks down NextEra’s $67B Dominion deal, Virginia data-center demand, regulatory hurdles, and who will pay for massive grid upgrades.

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.

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.

Ira Jersey, US interest-rate strategist tracking Fed moves. Lee Klaskow, transport and shipping analyst on parcel carriers and FedEx. Michael Halen, restaurant and foodservice analyst watching comps and commodity pressures. Jake Silverman, semiconductor analyst focused on memory markets, AI-driven demand, and Micron’s capex vs. cycle debate. They dive into Fed policy, freight trends, restaurant margins, and memory industry dynamics.

Ira Jersey, Chief U.S. Interest Rate Strategist at Bloomberg Intelligence, shares insights on the Federal Reserve's latest decisions and the potential for interest rate cuts. Liz Hart, President of Leasing for North America at Newmark, discusses the booming commercial real estate sector in New York City and the influence of tech companies on market dynamics. Together, they analyze the shifting approach to U.S.-Iran relations, emphasizing a diplomatic focus over military action in a time of rising tensions.