Bond market investors have shifted their focus from trade wars to deficit wars: JPM's Kelsey Berro
Kelsey Berro, JPMorgan Asset Management fixed income portfolio manager, joins 'Squawk Box' to discuss the latest market trends, volatility in the bond market, what it means for investors, and more.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
14 hours ago
- Yahoo
Jim Cramer Says 'Young Investors Can't Get Enough' of Galaxy Digital's Offerings
Galaxy Digital (NASDAQ:GLXY) is one of the 18 stocks Jim Cramer recently shared insights on. During the episode, Cramer had several positive things to say about the company's CEO, as he commented: 'But what they're really interested in are stocks that don't get coverage, even if they trade millions and millions of shares every day. Look at the volumes of these things. We all ought to be talking about them constantly, stocks like… Galaxy Digital… [It] is run by Mike Novogratz. Here's a company that specializes in all this stuff that young investors can't get enough of, digital assets, cryptocurrencies, blockchains. Michael pops up on Squawk Box. He's incredibly articulate, as you'd expect from a former partner of both Goldman Sachs and Fortress Investment Group. He's basically a good guy. A trader intently studying a computer monitor displaying various stock charts and statistics. Galaxy Digital (NASDAQ:GLXY) provides financial services that focus on digital assets, including trading, lending, and advisory solutions tailored for institutions and individuals. The company also develops and manages technology infrastructure for blockchain applications, including mining, custody, and Web3-focused investment platforms. While we acknowledge the potential of GLXY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Bloomberg
18 hours ago
- 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
18 hours ago
- 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
