Latest news with #KelseyBerro
Bloomberg
a day ago
- Business
- Bloomberg
Not Much Space Between Powell, Dissenters: Berro
Bloomberg Markets TV Shows JPMorgan Investment Management Executive Director of Fixed Income Kelsey Berro gives her take on what to expect from today's Fed meeting. (Source: Bloomberg)
Bloomberg
08-07-2025
- Business
- Bloomberg
Bloomberg Surveillance Podcast • Browse all episodes
Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 8th, 2025 Featuring: 1) Ed Yardeni, President at Yardeni Research, joins for an extended discussion about the US equity rally and his updated S&P target amid tariff concerns. Tuesday's steadiness in stocks reflects traders' belief in a familiar pattern of US President Donald Trump escalating his trade war only to later de-escalate, betting that any eventual tariffs will be set at a level the global economy can absorb. In the latest round, Trump said he was still open to negotiations and postponed duties of 25% or more on a list for trading partners until at least August 1st. 2) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Asset Management, joins to discuss bond market warnings about the US fiscal situation and offers her market outlook. US stock futures firmed as initial jitters over the Trump administration's latest tariff announcements gave way to optimism that there's ample room for further negotiations. The US economy has held up under the threat of a spiraling global trade war, with hiring healthy and the S&P 500 hitting a record high last week. 3) Ned Lamont, Connecticut Governor (Democrat), offers his reaction to President Trump's tax bill as well as the current state and future of the Democratic party. President Trump secured the passage of his signature tax bill after leveraging his sway over the Republican party to overcome resistance from conservative hardliners and swing-state GOP moderates. Democrats opposed the bill, saying it will strip health care for millions of people who depend on Medicaid to fund tax cuts for the wealthy. 4) Brad Case, Chief Economist at Middleburg Communities, talks about pressures on a frozen housing market, whether the Fed is behind the curve, and the risks of reigniting inflation. The steady flow of tariff threats has fueled uncertainty for markets, central bankers and executives trying to game out the effect on production, inventories, hiring, inflation and consumer demand. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the TSA rolling out new procedures and the Washington Post's piece on Ben's Chili Bowl in Washington DC closing down for repairs.
Bloomberg
01-07-2025
- Business
- Bloomberg
Credit Demand Remains Robust: JPMorgan's Berro
JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro discusses the weak dollar and says credit demand remains strong. She speaks with Dani Burger on "Bloomberg Brief." (Source: Bloomberg)
Bloomberg
16-06-2025
- Business
- Bloomberg
Foreign Investors Reevaluating Hedging Strategies: Berro
JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro discusses the state of safe havens amid the conflict in the Middle East with Bloomberg's Lisa Abramowicz on 'Surveillance.' (Source: Bloomberg)
Yahoo
16-06-2025
- Business
- Yahoo
JPM's Berro Sees Yields as 'Range-Bound Around Here'
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, offers her outlook for yields as she weighs the market shock of the Israel-Iran attacks and her expectation for the Federal Reserve to "keep everything the same" at this week's meeting. Sign in to access your portfolio
