Jeff Rosenberg

Join Jeffrey Rosenberg, a Portfolio Manager at BlackRock, and Lindsey Piegza, Chief Economist at Stifel, as they delve into the complexities of inflation and interest rates in the current market. They discuss the potential for rate cuts and the implications of a second Trump administration on economic policies. Rosenberg dives into fixed income strategies while Piegza offers insights on consumer spending trends. Together, they navigate the intricate landscape of economic resilience and the evolving political dynamics shaping investment opportunities.

Jay Bryson, Wells Fargo Chief Economist, still sees the Fed hiking by 25 basis points in May following the March CPI print. Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the direction of the banking crisis is "clear" but "the magnitude is not." Adam Posen, Peterson Institute for International Economics President & former BOE Monetary Policy Committee member, discusses the problems with subsidies in global trade. Tim Adams, Institute of International Finance President and CEO & former Under Secretary of Treasury for International Affairs, says this isn't a banking crisis. Mark Kimmitt, former US Assistant Secretary of State for Political-Military Affairs & Retired Brigadier General, discusses the leak of classified documents. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Jeff Rosenberg, a portfolio manager at BlackRock, shares his insights on the Federal Reserve's latest policies and their ripple effects on financial markets. He highlights the delicate balance the Fed strikes with inflation and employment dynamics. The conversation delves into how tech advancements, particularly AI, are shaping economic metrics and influencing monetary policy. Rosenberg also explores the challenges of forecasting future Fed decisions amidst shifting market sentiments and the implications for investors navigating this complex landscape.

Rob Casey, a Partner and Senior Analyst at Signum Global Advisors, predicts a clear election result within 48 hours, discussing early voting trends and their implications. Jeff Rosenberg, a Senior Portfolio Manager at BlackRock, reflects on a disappointing jobs report, suggesting that labor markets are normalizing. They also analyze the Federal Reserve's potential interest rate cuts and the broader economic landscape, emphasizing the significance of the upcoming elections on market movements and policy decisions.

Julie Su, US Acting Labor Secretary gives the Biden Administrations reaction to the August payrolls report. Randall Kroszner says we're seeing the kind of goldilocks scenario the Fed wants. Jeff Rosenberg says the main message from the August jobs report is that the labor market is normalizing. Sarah Hunt says the August jobs data was what the Fed was looking for.

Mohamed El-Erian, President of Queens' College, Cambridge, discusses the complexities of the US economy and inflation trends, shedding light on upcoming job figures. Ed Mills, a Washington Policy Analyst, shares insights on the potential policy shifts should Trump secure a second term. Jeffrey Rosenberg from BlackRock analyzes how recent payroll reports impact market reactions and interest rates. The conversation delves into the Federal Reserve's challenges with data-driven policies and the crucial link between the labor market and economic stability.

Jeff Rosenberg, Senior Portfolio Manager at BlackRock, joins Torsten Slok, Chief Economist at Apollo, and Michael Zezas, Global Head of Fixed Income & Public Policy Research at Morgan Stanley. They discuss the recent underwhelming jobs report and its implications for Federal Reserve policy. The trio evaluates the resilience of the economy amidst mixed signals and explores the potential impact of Trump's and Harris' fiscal policies on future market dynamics. They also dive into the shifting focus of the Fed from inflation to growth data.

Jeff Rosenberg of BlackRock analyzes the payrolls report impact on the Fed. Pooja Kumra discusses market reaction to UK and French elections. Jon Lieber comments on Biden's campaign status before ABC interview.

Jeffrey Rosenberg, Managing Director and Senior Portfolio Manager at BlackRock Systematic Fixed Income, dives deep into systematic investing and its transformative impact on credit markets. He discusses the evolution of strategies that drive returns, focusing on the rise of multistrat hedge funds and the importance of adapting approaches during downturns. Rosenberg highlights the innovative use of the Merton model in credit derivatives and the significance of blending automated models with human oversight for optimized performance.

In this insightful discussion, Jeff Rosenberg, a Senior Fixed Income Portfolio Manager at BlackRock, unpacks the intriguing rise in bond yields despite interest rate cuts. He analyzes the disconnect between expected and actual market behaviors, drawing on historical parallels with the Greenspan era. The conversation also delves into the post-COVID dynamics affecting interest rates and global economic indicators. Rosenberg shares strategies for navigating a shifting bond market, emphasizing the importance of bond duration and diversified portfolio construction.