Priya Misra

Investment strategist Ross Mayfield discusses the importance of diversifying internationally, spotlighting earnings growth as a market driver. Priya Misra offers insights on justified credit spreads and the significance of sector analysis amidst rising debt in buyouts. Sameer Singh forecasts a busy M&A landscape, influenced by AI and strong exits. Meanwhile, columnist Lisa Mateo highlights intriguing trends, such as luxury buyers seeking fully furnished homes and Canada's plan for its US-made alcohol inventory.

Amy Wu Silverman, Head of Derivatives Strategy at RBC, delves into market hedging behaviors amid low volatility and the implications of a government shutdown on market dynamics. Claudia Sahm, Chief Economist at New Century Advisors, highlights concerns over missing jobs data and its effects on economic assessments, exploring labor supply impacts and inflation monitoring. Priya Misra from J.P. Morgan discusses the Fed's reliance on alternative indicators and the potential for interest rate cuts as economic uncertainty looms over fixed-income markets.

Priya Misra, Core Plus Bond ETF manager at J.P. Morgan, on credit positioning and yield-curve signals. Sean Simonds, UBS equity strategist, on earnings breadth, sector rotations and AI capex worries. Claudia Sahm, Chief Economist at New Century Advisors and former Fed researcher, on labor market quirks and reactions to a Kevin Warsh-led Fed. Short, topical conversations about markets, policy and risk.

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.

In this conversation, Lauren Goodwin, Chief Market Strategist at New York Life Investments, predicts challenges for the US economy as the Federal Reserve considers interest rate cuts. Jaime Magyera from BlackRock discusses the strategic partnership with Citigroup and its implications for wealth management. Priya Misra of JPMorgan dives into how tariffs and job market fluctuations impact rates and economic stability. Together, they explore the precarious balance investors face as market enthusiasm meets potential policy shifts from the Fed.

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.

Tobin Marcus, Wolfe Research policy chief, on White House-Fed dynamics and geopolitical risk. David Rubenstein, Carlyle co-founder, recalls Davos, CEO sentiment and how politics shapes business confidence. Priya Misra, JPMorgan portfolio manager, on Fed stance, rate-cut timing, Treasury demand and duration as a hedge. Short, punchy takes on central bank choices, markets and geopolitical tensions.

- Stephanie Roth, Chief Economist at Wolfe Research- Brian Gardner, Chief Washington Policy Strategist at Stifel- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management- Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset ManagementStephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdown continues to delay economic data releases. Brian Gardner, Chief Washington Policy Strategist at Stifel, on what Tuesday's election sweep means for Democrats moving forward. Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, shares why she views market pullbacks as buying opportunities. Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, gives her outlook for Fed rate policy and the potential impact of the Supreme Court's impending decision on tariffs.See omnystudio.com/listener for privacy information.

Priya Misra, a Portfolio Manager at JPMorgan Asset Management, shares insights on bond market signals pointing to inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his perspective on the current equity landscape. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses his S&P 500 target amidst ongoing trade deal uncertainties. The conversation explores economic shifts, market volatility, and the intricate relationship between monetary policy and investment strategies in a fluctuating environment.

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.