Bloomberg
Fed's Daly: Could See Nominal Neutral Interest Rate at 3%
"5% is not going to be the new neutral. There's no evidence that that will be the new neutral." Federal Reserve Bank of San Francisco President Mary Daly said the neutral interest rate could be higher now than before the pandemic, though...
Bloomberg
Jefferson: Fed Can Proceed Carefully Amid Rising Yields
"The FOMC is in a position to proceed carefully in assessing the extent of any additional policy firming that may be necessary," Federal Reserve Vice Chair Philip Jefferson says during remarks at a National Association for Business...
Bloomberg
Fed's Logan: Yields May Mean Less Need to Raise Rates
"If term premiums rise, they could do some of the work of cooling the economy for us, leaving less need for additional monetary policy tightening," Federal Reserve Bank of Dallas President Lorie Logan says during remarks at the National...
Bloomberg
Principal's Shah Makes the Case for Diversification
Principal Asset Management Chief Strategist Seema Shah says the markets should still be concerned about Treasury issuance and the federal deficit. Speaking on "Bloomberg Markets: European Close," Shah adds that the macro backdrop for...
Bloomberg
Logan: Quite a Bit of Room for Fed Balance Sheet Runoff
"I think there's quite a bit of room for the balance sheet to continue to run off," Federal Reserve Bank of Dallas President Lorie Logan says during remarks at the National Association for Business Economics meeting in Dallas.
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Bloomberg
Kotak Mahindra: Prolonged Pause on RBI's Repo Rate
Kotak Mahindra Bank Senior Economist Upasna Bhardwaj thinks the Reserve Bank of India will remain on a prolonged pause, well into FY2025. She speaks with Bloomberg's David Ingles and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Tao of Trading's Ree: Rates Won't Be 'Higher For Longer'
Tao of Trading Founder Simon Ree believes interest rates will not be "higher for longer" and that the Fed will be forced to cut rates in 2024 due to weak economic activity. He speaks with on "Bloomberg Markets: Asia."
Bloomberg
BlackRock's Hildebrand Sees Reality of Lower Global Growth Setting In
Philipp Hildebrand, vice chairman at BlackRock, says, "this world of stickier inflation, low growth, and high interest rates is more likely to persist," as he expects that global interest rates are "probably close" to their peak. He...
Bloomberg
Rate Hike Cycle Is Over for RBI: Rajani
"Looks like rate hike cycle is over for the RBI." Shweta Rajani, senior vice president and head of mutual funds at Anand Rathi Private Wealth Management, discusses Indian markets, Reserve Bank of India monetary policy and her outlook for...
Bloomberg
Trillium AM's Smith on US Economy and Markets
Cheryl Smith, economist and portfolio manager at Trillium Asset Management, discusses her outlook for US markets and the economy. She speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
Summers: We've got an Energizer Bunny Economy
Lawrence H. Summers, Former Treasury Secretary explains why he believes the Fed is still facing a complex picture in the medium-term, even in light of a strong labor market.
Bloomberg
We Have an Energizer Bunny Econoomy: Summers
Lawrence H. Summers, Former US Treasury Secretary discusses interest rates and the unsustainable path of fiscal policy at IMF. He speaks with David Westin on "Wall Street Week Daily."
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Dalio: Cash Is No Longer Trash
Ray Dalio, Bridgewater Associates Founder joined us from the Greenwich Economic Forum to explain the importance of diversifying a portfolio and where to invest in today's economy. He also tells us why his next chapter doesn't include a...
Bloomberg
Japan's Yield Curve Control Likely Gone By April: CLSA
Nicholas Smith, Japan strategist at CLSA, discusses the possibility of the Bank of Japan intervening in the currency markets, Japanese government bonds and his outlook for the banking sector. He speaks on Bloomberg Television.
Bloomberg
India's Central Bank Holding Key Rate Steady: Governor
Reserve Bank of India Governor Shaktikanta Das announces the central bank's decision to leave its key interest rate unchanged. He speaks in a live-streamed address from Mumbai. (Excerpt)(Source: RBI)
Bloomberg
What Bankers Are Saying About Another Possible Crisis
Sridhar Natarajan discusses the current state of the US banking industry with Lisa Abramowicz and Tom Keene on "Bloomberg Surveillance."
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Daly: Fed Can Hold Rates Steady If Labor, Prices Keep Cooling
"If we continue to see a cooling labor market and inflation heading back to our target, we can hold interest rates steady and let the effects of policy continue to work," Federal Reserve Bank of San Francisco President Mary Daly said...
Bloomberg
Howard Marks: You Can Get Equity Type Returns on Credit Instruments
Oaktree Capital Management co-Chairman and co-Founder Howard Marks predicts investors will transition towards fixed income assets due to increasing interest rates. This episode of "Bloomberg Wealth with David Rubenstein" was recorded...
Bloomberg
Howard Marks Sees Rates Between 2% and 4%
Oaktree Capital Management co-Chairman and co-Founder Howard Marks talks how he expects interest rates to stay relatively high for the foreseeable future and why he wants the Federal Reserve get to a more "neutral position." This episode...
Bloomberg
Churchill's Kencel Says Private Credit in 'Golden Age'
Churchill Asset Management President and CEO Ken Kencel discusses the impact of higher interest rates on private credit deals on "Bloomberg Markets: The Close."
Bloomberg
Howard Marks: 'Don't Underestimate the Psychological Factor' of Investing
Oaktree Capital Management co-Chairman and co-Founder Howard Marks advises weariness when it comes to forecasting the markets and says the reaction to market-shifting events is just as impactful as the event itself. This episode of...
Bloomberg
Standard Chartered WM: 'Overweight' Japan Stocks, 'Neutral' China
Abhilash Narayan, senior investment strategist at Standard Chartered Wealth Management, shares his views on Japanese and Chinese stocks. He also explains why StanChart expects the Federal Reserve to cut rates to 4.75% by Sep 2024. He...
Bloomberg
RBA Leaves Key Interest Rate Unchanged
Diana Mousina, deputy chief economist at AMP Australia, discusses the Reserve Bank of Australia's decision to keep its key interest rate unchanged and what it means for the economy. She speaks on Bloomberg Television.
Bloomberg
Millstein on Shutdown, Volatility, Interest Rates
Jim Millstein, Guggenheim Securities co-chairman, talks about how the unrest in Washington could impact markets and volatility. He also says 7% interest rates are possible. He speaks on "Bloomberg Markets."
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