Neil Dutta, head of US Economic Research at Renaissance Macro Research, discusses rising bond yields and the likelihood of a recession in 2025. Priya Misra of JP Morgan Asset Management offers insights on the potential for a US soft landing and peak rates in fixed income markets. Mike Wilson, Morgan Stanley’s Chief US Equity Strategist, analyzes the resilience of the equity market, contemplating where traders might see volatility in the upcoming year. Together, they navigate the complexities of the economic outlook amid changing financial landscapes.

Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, delves into the complexities of the yen and global currencies. Priya Misra from JPMorgan explores the crucial economic triggers affecting growth in the U.S. market. Brian Belski discusses recent market fluctuations, framing them as normal occurrences. Together, they analyze the foreign exchange landscape and the implications of market volatility, emphasizing the need for diversification and strategic investment amidst evolving economic landscapes.

Join Priya Misra, a JPMorgan Asset Management Portfolio Manager, as she tackles the Fed's policy shifts and interest rate cuts. Christian Faes, CEO of Faes & Co, dives into technology-driven direct lending opportunities. Alona Gornick, Senior Investment Strategist at Churchill, sheds light on the evolving private credit market. Saira Malik, CIO at Nuveen, discusses the ongoing Fed rate cut debate. The conversation emphasizes the interplay between economic dynamics and investment strategies, revealing insights for navigating today’s complex financial landscape.

Discussing the Fed's commitment to reducing rates, bond markets' response, and the uncertainty of when policy easing will begin. Exploring the potential for a soft landing in the economy, with predictions of gradual growth moderation. Analyzing high quality fixed income appeal, asset allocation strategies, credit opportunities, and insights on high yield investments and risk management.

Geopolitics expert Ian Bremmer, former National Security Affairs Assistant John Bolton, and JP Morgan portfolio manager Priya Misra discuss topics such as the changes in the Republican party, concerns about Trump's influence, NATO defense commitments, the relevance of the United States in geopolitics, and factors affecting interest rates. The podcast also touches on trading at Schwab and Super Bowl commercials.

Former NY Fed President Bill Dudley warns that the market may be getting ahead of itself after Fed Chair Powell's optimistic outlook. JP Morgan Asset Management Portfolio Manager Priya Misra believes markets are not pricing in the chance of Fed cuts below 3%. TPW Advisory Principal Jay Pelosky predicts a rate cutting cycle in 2024. US Marine Corps Veteran Elliot Ackerman provides an update on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.

Joanne Hsu, Director of the UMich Surveys of Consumers, reveals a concerning drop in consumer sentiment due to rising costs. Alison Williams provides insights into the mixed earnings of major banks like JPMorgan. Elliot Stein discusses TD Bank's $450 million penalty following a money laundering case. Priya Misra warns of high interest rates affecting real estate, while Jennifer Rie emphasizes the impact of antitrust cases on big tech, particularly Google's potential breakup. The conversation highlights evolving market dynamics and regulatory challenges.

Priya Misra, a Portfolio Manager at JPMorgan, shares why she believes high-quality fixed income is essential right now. Jeff Rosenberg from BlackRock discusses how growth is outpacing expectations in the strong labor market. Mohamed El-Erian, President of Queens' College, analyzes the implications of recent job reports on the economy and the Federal Reserve. The conversation also explores unexpected wage increases and the current financial strategies in the face of a tightening economic landscape.

Join Huw Worthington, European rate strategist at Bloomberg, as he unpacks the ECB's recent rate cuts and their implications for economic growth. Michael McKee, an international economics expert, discusses the surprising uptick in U.S. producer prices. Priya Misra from JPMorgan shares her insights on fixed income strategies amidst fluctuating market conditions. Sridhar Natarajan addresses the evolving challenges facing junior bankers with initiatives to limit their hours, shedding light on the industry's work culture.

Join Priya Misra, a savvy portfolio manager for the JPMorgan Core Plus Bond ETF, as she unpacks the surge in private credit popularity and today's corporate bond spreads. Discover what a soft landing means for interest rates, along with insights into high-quality names in high yield. Misra emphasizes the balance of risk and yield in portfolio management, exploring the active strategies needed in the current climate of fluctuating rates. Get ready for a deep dive into navigating the evolving landscape of fixed income investments!