Kelsey Berro

Ed Yardeni, President at Yardeni Research, shares his insights on the US equity rally, connecting it to trade war dynamics and his updated S&P target. He discusses the market's reaction to President Trump’s tariff announcements, noting traders' optimism in the face of potential negotiations. Kelsey Berro, Executive Director at JPMorgan Asset Management, highlights bond market concerns regarding the US fiscal landscape while emphasizing a resilient economy and record-high S&P 500 performance amidst tariff tensions.

Kelsey Berro, a fixed income portfolio manager at JPMorgan, discusses a softening labor market and the potential implications for the Fed's December decisions. Nela Richardson, Chief Economist at ADP, highlights how rising unemployment complicates Fed policy and the importance of low-income consumer spending. Angelo Zino, a senior equity analyst at CFRA, provides insights on NVIDIA’s earnings, suggesting they alleviate some AI bubble concerns, but financing and geopolitical factors remain critical. Together, they explore the future outlook for tech and labor markets.

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.

Amos Hochstein, Senior Advisor to the President for Energy and Investment, discusses the nuances of White House energy policy and ongoing ceasefire talks in Gaza. Steve Englander, Global Head of FX Research at Standard Chartered, analyzes the strength of the Yen and market expectations surrounding a potential rate hike from Ueda. Kelsey Berro, a Fixed Income Portfolio Manager at JPMorgan, sheds light on shifting Federal Reserve expectations in response to robust U.S. economic data, impacting investment strategies in the bond market.

Krishna Memani and Sameer Samana discuss US economic growth and the upcoming jobs report. Kelsey Berro and Aditya Bhave talk about inflation, the consumer, and the treasury market. The podcast explores retirement security, market trends, bond strategies, political uncertainties in bond and equity markets, Fed's reaction to labor market data, and economic analysis.

Edward Yardeni, president of Yardeni Research, discusses the impact of bond yields. Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, explains why now is a good time to buy fixed income. Sheila Kahyaoglu, senior equity research analyst at Jefferies, talks about declines in domestic airfares. Steve Pagliuca, senior advisor at Bain Capital, discusses the potential disruption in the premier league due to the recent Saudi investment in football.