Bloomberg
Rates Are Bringing Value Back to Bonds: BlackRock's Rosenberg
Jeffrey Rosenberg, systemic multi-strategy fund portfolio manager at BlackRock, says higher interest rates are bringing relative value back to fixed income. His comments come after it was announced the US economy added 256,000 jobs in...
Bloomberg
Stocks Biased Higher in 'Challenging Moment': Seema Shah
Principal Global's Chief Global Strategist Seema Shah says strong economic growth means strong earnings growth, which is key for equities. She speaks on "Bloomberg Open Interest."
Bloomberg
Apollo's Zelter Says Public, Private Market Barriers to Fall
Jim Zelter, co-president at Apollo Asset Management, explains why he doesn't think there will be much difference between public and private markets in 5-10 years.
Bloomberg
Damac to Lean on Banks for $20 Billion US Data Center Plan, Sajwani Says
Real estate billionaire Hussain Sajwani, the head of Damac Group, talks about the firm's plan to invest at least $20 billion to build new US data centers from Arizona to Ohio. The deal was announced yesterday by Sajwani and...
Bloomberg
DAMAC CEO: Still Finalizing Financing for US Data Center Deal
DAMAC's Hussain Sajwani, who recently joined Donald Trump at a press conference to announce a new US data center project, says that funding for the deal is still in the works. Nevertheless, he expects to expand his $20 billion investment...
Bloomberg
Gensler Talks SEC Exit and Crypto's Future
Securities and Exchange Commission Chair Gary Gensler comments on his tenure as SEC chair and the outlook for crypto. He speaks with David Gura on "Bloomberg Markets." Gensler will step down from the SEC on January 20, 2025.
Bloomberg
Tariffs Will Put Fed on Hold in First Half, TD's Goldberg Says
Gennadiy Goldberg, TD Securities head of US rates strategy, says he expects President-elect Donald Trump's tariffs to add about a percentage point to inflation in 2025, which will cause the Federal Reserve to hold rates where they are in...
Bloomberg
Bond Market Clearly on Edge, Says BlackRock's Koesterich
Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, says the bond market faces a bumpier road ahead and investors must be prepared "for an environment where bond yields are not necessarily quickly reverting to a level...
Bloomberg
Bill Ackman Chases 1,200% Profit on GSE Trade
Bill Ackman, the founder of Pershing Square Capital Management, is highlighting the opportunity to scoop up shares of the Federal National Mortgage Association, the government-backed home loan giant better known as Fannie Mae, and its...
Bloomberg
SEC's Gensler Says Crypto Is 'Rife With Bad Actors'
Securities and Exchange Commission Chair Gary Gensler says there is still more work to be done when it comes to the crypto market during an interview with David Gura on "Bloomberg Markets." Gensler will step down from the SEC on January...
Curated Video
Trump announces $20B US investment by Emirati businessman for data centers
The investment by DAMAC Properties in the United Arab Emirates is intended to highlight Trump's personal ability to attract new money for big projects. (Scripps News)
Bloomberg
Trump Announces $20 Billion Investment in Data Centers by Dubai Billionaire
President-elect Donald Trump announced an investment of at least $20 billion from Hussain Sajwani, the head of Damac Group, to build new data centers in the US. Sajwani said he's been waiting four years to make this type of investment....
Bloomberg
Outlook on the AI Sector in 2025
Jon McNeill, Former Tesla President, Vistashares Co-Founder speaks to Romaine Bostick and Scarlet Fu about Vistashares launching ETF and the AI sector outlook in 2025.
Bloomberg
Apollo's Slok Warns of Potential 'Liz Truss Moment' for US
Torsten Slok, chief economist at Apollo, says the market's concern around the outlook for US public spending could potentially build into the UK bond market turmoil of 2022 spurred by the fiscal plans of former Prime Minister Liz Truss.
Bloomberg
Bond Yields Are Headed Higher, Barry Knapp Says
Barry Knapp, Ironsides Macroeconomics director of research, says bond yields are heading higher in the first half of 2025. Speaking on "Bloomberg The Close," Knapp also discusses the outlook for stocks and the US dollar.
Bloomberg
JPMorgan's Barry Sees Fed Easing 75 Bps in 2025
Jay Barry, JPMorgan's head of global rates strategy, discusses the outlook for the fixed income market and Federal Reserve rate cuts in 2025 on "Bloomberg The Close."
Bloomberg
JPM's Misra Sees Risk Assets Paying Attention to Rates
Priya Misra, core plus bond ETF portfolio manager at JPMorgan, explains why the factors she sees moving the US 10-Year yield closer to 5% is a problem for risk assets.
Bloomberg
Why Goldman Sees Gold as an Exciting Investment Opportunity
Daan Struyven, head of oil research at Goldman Sachs, says the firm likes gold as a hedge against the risks to the US economic outlook from tariffs and sovereign debt sustainability issues.
Bloomberg
Tesla, Nvidia, and AI: Dan Ives' 2025 Tech Preview
Dan Ives, senior equity research analyst at Wedbush, expects tech stocks to be up 25% in 2025 as he sees a goldilocks foundation for big tech and Tesla. He speaks on "Bloomberg Surveillance."
Bloomberg
Citi's Kaiser Sees 'Big Hurdle' to Investing Outside the US
Stuart Kaiser, head of equity trading strategy at Citi, explains why he doesn't see the concentration in stocks as a negative for investors and examines the dynamic between equities and US Treasury yields.
Bloomberg
Tariffs an Opportunity to Go Long Fixed Income: BMO's Davis
Earl Davis, head of fixed income and money markets at BMO, expects the first quarter be "very telling for Treasuries," as he says the US 10-Year yield "has a better chance of seeing 4.25 than 4.75 in the first quarter of 2025."
Bloomberg
Lopez: Mideast Funds To Keep Growing Due To Strong Oil
Abu Dhabi's Mubadala was the most active Sovereign Wealth Fund in 2024, deploying $29.2 billion across various industries, overtaking Saudi's PIF - that's according to Global SWF. Diego Lopez, Global SWF's Founder and Managing Director...
Bloomberg
A Time of Both Opportunity and Risk in AI, Says Oppenheimer's Stoltzfus
John Stoltzfus, chief investment strategist at Oppenheimer, says investors should exercise patience and have right-sized expectations and tolerance for fluctuation to take advantage of broader material gains from AI over the coming years.
Bloomberg
HSBC's Kettner Sees Plenty of Sectors to Support Market Broadening
Max Kettner, chief multi-asset strategist at HSBC, explains why he sees "quite a lot of momentum still to be had" in markets entering 2025.