Bloomberg
Apple AI Gambit Is Worth $34 More a Share, Dan Ives Says
Wedbush Senior Equity Research Analyst Dan Ives explains why he sees Apple on its way to a $4 trillion market cap. Speaking with Annmarie Hordern on Bloomberg Television, Ives also discusses the outlook for the tech sector in 2025 and...
Bloomberg
Fed May Cut More Than Expected in 2025, JPMorgan's Misra Says
JPMorgan Investment Management Portfolio Manager Priya Misra discusses how she is positioning for the year ahead on Bloomberg Television.
Bloomberg
Market Pullback Refreshing, Sets Up Healthy 2025: Quinlan
Joe Quinlan, head of CIO market strategy at Merrill and BofA Private Bank, explains why his firm remains bullish for 2025 and says the current pullback sets the stage for a "better, healthier" year ahead.
Bloomberg
Evercore's Emanuel Sees Parts of the Market as 'Very Frothy'
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains which parts of the market he sees as frothy and says earnings growth will continue to propel stocks higher in the year ahead.
Bloomberg
JPMorgan's Michele Likes Emerging-Market Debt, CCC Bonds
Bob Michele, JPMorgan Asset Management's global head of fixed income, says JPMorgan continues to like credit with no recession on the horizon. He speaks on "Bloomberg Surveillance: The Fed Decides."
Bloomberg
Fed Is Pretty Much Done, Says Franklin Templeton's Dudley
Katrina Dudley, senior investment strategist at Franklin Templeton Public Markets, says the market rally will not be sustained in 2025 without breadth, which she expects to be driven by AI, and explains why the Federal Reserve is "going...
Bloomberg
JPMorgan's Berro Sees Scope for US Yield Curve to Steepen
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, says her firm is putting risk to work on the US yield curve and is buying duration in other global markets.
Bloomberg
BlackRock's 2025 Outlook: Transformation Across Asset Classes
"This is not a cycle," says Jean Boivin, head of BlackRock Investment Institute, as he discusses his firm's 2025 outlook. Boivin outlines the risks they see for equities in the year ahead and says the broadening out of markets beyond AI...
Bloomberg
Wall Street Taps Into Private Credit Boom
Retail investors are getting easier access to the world of private credit and some are seeing major returns. But consumer advocates and regulators are warning this is very risky. Bloomberg's Denitsa Tsekova reports on this Wall Street...
Press Association
That budget is crashing the economy and they need to reverse course - Badenoch
Conservative party leader Kemi Badenoch speaks to the media on a visit to Essex where she answers questions on the economy and on whether she would oblige Energy Secretary Ed Miliband on his bacon sarnie offer.
Bloomberg
BlackRock's Rieder on the Fed, Yield Curve Thrill Seekers
Rick Rieder, CIO of global fixed income at BlackRock, discusses his expectations for Federal Reserve policy and his investment strategy for the year ahead. On the yield curve, Rieder doesn't see a big tactical "let's put on a steepener...
Bloomberg
PGIM's Collins: Hard to Argue With Rates at These Levels
Michael Collins, multi-sector executive portfolio manager at PGIM Fixed Income, sees confusion in the bond market about US economic data and says the rate on the US 10-Year Treasury "feels like it's fair value for the current environment."
Bloomberg
Goldman's Kostin Predicts 25% Rise in M&A, S&P at 6,500
"The animal spirits have really been out in force," David Kostin, Goldman Sachs chief US equity strategist, says. Speaking on "Bloomberg Open Interest," Kostin also says he expects a 25% rise in M&A activity and a roughly 7% increase in...
Bloomberg
Goldman's Kostin on Stock Market Outlook, Investment Strategy
David Kostin, Goldman Sachs chief US equity strategist, discusses his forecast for M&A activity and the S&P 500. Speaking on "Bloomberg Open Interest," Kostin also discusses his investment strategy going into 2025.
Bloomberg
Market Euphoria May Be Getting Carried Away: Rockefeller's Chang
Rockefeller Global Family Office CIO Jimmy Chang discusses the outlook for bond yields and financial markets under the Trump administration on "Bloomberg The Close."
Bloomberg
TPG's Coulter Reflects on the Life and Legacy of David Bonderman
Jim Coulter, TPG founding partner, director and executive chair, discusses the life and legacy of his business partner David Bonderman. He speaks with Jason Kelly on "Bloomberg The Close." Bonderman died on Wednesday at the age of 82.
Bloomberg
Ares CEO Arougheti on M&A, Competition, Real Estate
Ares Management CEO Michael Arougheti discusses how interest rates can boost M&A in 2025, the changing competitive landscape in private credit, and his firm's approach to investing in real estate. He speaks with Sonali Basak from a...
Bloomberg
AI Demand Fuels Nuclear Demand
GE Vernova CEO Scott Strazik discusses the future of nuclear energy as companies search for clean energy sources to fuel the AI boom. He joins Caroline Hyde on "Bloomberg Technology."
Bloomberg
Macquarie's Way on 2025 Outlook, Trump Trade, European Markets
Ben Way, Group Head of Macquarie Asset Management says he's very optimistic on investment in 2025. Big economies have real investment opportunities, including opportunistic real estate and infrastructure, he said. Way joined "The Pulse...
Bloomberg
Investors Long US Vs. Rest of World in Equities: Citi's Kaiser
Stuart Kaiser, head of equity trading strategy at Citi, explains the reasons he sees behind positive market sentiment as investors go long US equities.
Bloomberg
Evercore's Emanuel Warns of 'Exuberant Corrections' in 2025
Julian Emanuel, senior managing director of equity, derivatives, and quantitative strategy at Evercore ISI, sees markets at risk from less than perfect news in the next year as valuations reach near the highest levels of the last 60 years.
Bloomberg
Fully Invested, But Moving Toward Neutral: Crossmark's Doll
Bob Doll, CEO and CIO at Crossmark Global Investments, says the world would have to be perfect to justify current market valuations and that it's 'okay' to be tempted to take a little money off the table at this time.
Bloomberg
Walsh: US-Germany Bond Spread to 'Continue to Be Wide'
Anne Walsh, Guggenheim Partners CIO, discusses what the current geopolitical and economic situation in Europe means for investing opportunities. Speaking on Bloomberg Television, Walsh says the spread between US Treasuries and German...
Bloomberg
Private Markets Not Yet That Liquid: Franklin's Johnson
Franklin Templeton CEO Jenny Johnson, speaking at Bloomberg's Women, Money & Power summit in London, says she's seeing fewer companies wanting to go public at all and even some companies that are already public are choosing to go private...