Kay Herr
CIO, U.S. Global Fixed Income, Currency and Commodities at J.P. Morgan Asset Management; guest discussing bond markets, long-dated corporate issuance and Fed expectations.
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Nov 18, 2025 • 27min
Bloomberg Surveillance TV: November 18th, 2025
Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, analyzes the resilience of the U.S. consumer amidst rising credit stress and discusses the optimistic projections for AI's impact on earnings. Stephanie Roth, Chief Economist at Wolfe Research, forecasts payroll dynamics and explores the delicate balance between growth and inflation concerns. Kay Herr, CIO at J.P. Morgan, offers insights on long-dated corporate debt and Fed policy expectations. Lastly, Rep. French Hill talks about tariff dividend checks and congressional priorities on housing affordability.
Oct 8, 2025 • 40min
Government Shutdown Clouds Fed Outlook
Kay Herr, U.S. CIO at J.P. Morgan, discusses how the government shutdown impacts job and CPI data, which could cloud the Fed's decision-making. Mandeep Singh, Global Head of Tech Research at Bloomberg Intelligence, explores the massive CapEx required for AI, suggesting that investment flows are likely to meet the ongoing demand. Meanwhile, Herman Chan shares insights on regional bank M&A trends and how strategic acquisitions could help stabilize troubled banks, revealing the evolving landscape of the financial sector.
