Bloomberg
Fed's Bowman Prefers Cautious, Gradual Approach to Rates
Federal Reserve Governor Michelle Bowman says she wants to see more progress on lowering inflation before considering further interest rate cuts. She speaks at the New England CEO Summit.
Bloomberg
Barclays' Graper, Wells Fargo's O'Connor on Credit Spread Volatility
Sonali Basak highlights the market-moving news you need to know. Today's guest are: Charles Schwab Fixed Income Strategist Collin Martin, Amundi Head of Fixed Income Amaury D'Orsay, Wells Fargo Global Head of High Grade Debt Syndicate...
Bloomberg
Why Morgan Stanley's Mike Wilson Says, 'Take a Break Here'
Mike Wilson, chief investment officer and chief US equity strategist at Morgan Stanley, expects a "separation of winners and losers" in tech earnings and sees "choppy" markets for the next three-to-six months before AI broadens out to...
Bloomberg
Fed Is Now in 'Higher Rates for Longer' Mode: BlackRock
"Both the markets and the Fed have caught up with the reality that this is a different environment that's going to require higher rates for longer," says Jean Boivin, head of BlackRock Investment Institute. He made the comments on...
Bloomberg
Deutsche Bank CFO Von Moltke 'Encouraged' by Trading Business
Deutsche Bank Chief Financial Officer James von Moltke discusses the prospects for the lender's investment banking unit in 2025. "We're really encouraged by what we're seeing in our FICC [Fixed Income, Currencies, and Commodities]...
Bloomberg
JPMorgan's Michele Sees 'Awesome' Environment for Bonds
Bob Michele, JPMorgan Asset Management's global head of fixed income, expects "pretty steady growth" for the US economy which will provide an "awesome" environment for fixed income and some capacity for the Federal Reserve to cut rates.
Bloomberg
El-Erian: Not Surprised If Fed Is on Hold Until Summer
Mohamed El-Erian, Queens' College Cambridge president and Bloomberg Opinion columnist, says the Federal Reserve's next move is more likely to be a rate cut than a hike but it wouldn't be surprising if the central bank stays on hold until...
Bloomberg
Fed's Powell Says He's Had No Contact With Trump So Far
Federal Reserve Chair Jerome Powell responds to being asked if President Donald Trump has contacted him about the future of rates. He speaks at a news conference in Washington following the Federal Open Market Committee's decision to...
Bloomberg
Powell Says Fed Is 'Meaningfully' Above Neutral Rate
Federal Reserve Chair Jerome Powell says the central bank still has a ways to go in reducing its benchmark interest toward its longer-run level. He speaks at a news conference in Washington following the Federal Open Market Committee's...
Bloomberg
Real Estate May Be Entering a Supercycle: JPMorgan's Tredway
Chad Tredway, JPMorgan Asset Management's head of real estate Americas, discusses where he is seeing investment opportunities in real estate on "Bloomberg The Close."
Bloomberg
Fed Might Hike Rates This Year, Says JPM's Aronov
Oksana Aronov, JPMorgan Asset Management head of market strategy, alternative fixed income, says the US Federal Reserve might have to hike interest rates this year. She says there was no reason to cut rates in 2024. She's on "Bloomberg...
Bloomberg
Davos 2025: Suntory CEO on BOJ, Inflation, Trump
Suntory CEO Takeshi Niinami comments on Bank of Japan moves, Trump tariffs and M&A. He speaks on Bloomberg Television at the World Economic Forum's annual meeting in Davos, Switzerland.
Bloomberg
Lloyds Banking CEO Expects Interest Rates to Come Down, But 'Slowly'
Lloyds Banking Group Plc CEO Charlie Nunn says he expects interest rates to come down, but "slowly." He also comments on the UK government's intervention to stop car loan lenders from potential multi-billion pound compensation payments,...
Bloomberg
Trump at Davos 2025: Oil, Interest Rates and Banks
US President Donald Trump spoke via remote to world leaders gathered at the World Economic Forum in Davos, Switzerland, about a wide range of topics including oil prices, European Union taxes, interest rates and banks.
Bloomberg
Schlosstein Says Fed Becoming Less Important to Markets
Ralph Schlosstein, chairman emeritus at Evercore, discusses the outlook for financial markets under the Trump administration. Speaking on "Bloomberg The Close," Schlosstein also comments on the market impact of AI and what he sees are...
Bloomberg
Bill Dudley on Economic Impact of Tariffs, Deportations
Bill Dudley, a Bloomberg Opinion columnist and former president of the Federal Reserve Bank of New York, discusses the potential economic impact of President Donald Trump's tariff policies. Speaking on "Bloomberg The Close," Dudley also...
Bloomberg
Guggenheim CIO Walsh Still Sees Room for Opportunity in Equities
Anne Walsh, CIO at Guggenheim, says there is "opportunity for investment in maybe a wide array of selections and sectors, so there's things to invest in," as she discusses the state of markets, the Federal Reserve's path to a neutral...
Bloomberg
GoldenTree's Tananbaum on US Economic Expectations Under Trump
GoldenTree Asset Management founder Steven Tananbaum speaks to Bloomberg TV on the sidelines of the 2025 World Economic Forum in Davos, Switzerland.
Bloomberg
Nomura's Willcox on Tariffs, Strong Dollar, BOJ Moves
Nomura Head of Wholesale Chris Willcox, discusses Trump tariffs, inflation and holding a strong dollar view in 2025. He speaks on Bloomberg Television at the World Economic Forum's annual meeting in Davos, Switzerland.
Bloomberg
Completing MAHB Deal a 'Matter of Time': Khazahah Chief
Malaysian's sovereign wealth fund Khazanah Nasional Bhd. thinks it's a "matter of time" before the privatization of the country's biggest airport operator Malaysia Airports Holdings Bhd. is completed after multiple delays, Managing...
Bloomberg
Goldman Sachs' Oppenheimer: Diversification is Key
Portfolio diversification is essential for 2025, says Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs. Another thing to look out for this year is a pick-up in capital markets activity, driven by the US. He spoke to...
Bloomberg
'Decent Risk' of 5-6% Treasury Yields This Year, says Subbaraman
Donald Trump's administration will be "inflationary" in the first year, says Rob Subbaraman, Nomura's Head of Global Macro Research. Coupled with a large fiscal deficit, there is a "decent risk" US 10-year Treasury yields could be...
Bloomberg
Real Estate Environment Feels 'Frothy': Freedman
Housing starts in the US climbed in December to the fastest pace since early 2024. Brown Harris Stevens CEO Bess Freedman joins Sonali Basak on "Bloomberg Markets" to discuss the real estate market.
Bloomberg
Goldman Sachs AM Sees January BOJ Hike
Goldman Sachs Asset Management remains bullish on the Japanese yen, as it sees support for the currency from a potential Bank of Japan move in January. Co-CIO of multi-asset solutions Alexandra Wilson-Elizondo discusses her global market...