Kelsey Berro

Guests Kelsey Berro, Sarah Hunt, Peter Tchir, and Kevin Tynan discuss the impact of rising interest rates on bond prices, concerns about the trajectory of treasuries, options for the future of automakers, the current state of the Republican Party, and obstacles and bipartisanship in policy making.

John Micklethwait reflects on the life and career of Henry Kissinger. Neil Dutta predicts a Fed interest rate cut by March. John Lawler discusses Ford's focus on increasing efficiency. Kelsey Berro suggests the Fed is done hiking rates. Norman Roule talks about the Israel-Hamas war.

Evan Brown, a portfolio manager at UBS, believes the Fed is likely to continue cutting rates, while Kelsey Berro from JPMorgan argues there's justification for a more aggressive 100 to 150 basis point cut due to decreasing inflation. Jay Bryson, chief economist at Wells Fargo, highlights a 30% to 35% risk of recession within the next year, especially in light of rising jobless claims. They dive into the implications of fiscal stimulus in China, the labor market's current state, and varying investment strategies for an uncertain economic future.

Kelsey Berro, an insightful finance expert, and Gautam Mukunda, a strategist and leadership guru, delve into current market trends influenced by recent events. They discuss the cyclical nature of American political polarization, revealing how it shapes economic policies. The duo shares investment insights crucial for navigating today's financial landscape, analyzing key indicators and sector performance. They also touch on the transformative role of technology in business collaboration, highlighting innovative tools that empower financial decision-making.

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, analyzes recent equity market movements and whether we've exited correction territory. Kelsey Berro from JP Morgan Investment Management discusses how fixed income acts as a hedge amid market uncertainty. Meanwhile, Henrietta Treyz, Managing Partner at Veda Partners, shares insights on the upcoming Democratic National Convention, Kamala Harris's strategies, and how political dynamics might influence the presidential race. Together, they provide a comprehensive look at markets and the political landscape.