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
Markets in 2025: Trump Dominates Wall Street Predictions
Donald Trump's return to the White House dominates this year's crop of investment outlooks published by the world's major banks, advisers and asset managers. Overall, his anticipated pro-business policies are fueling a sense of optimism,...
Bloomberg
Labor Market a Bigger Risk Than Inflation, Claudia Sahm Says
New Century Advisors Chief Economist Claudia Sahm says she is more concerned about the labor market than inflation, which she sees as "fine" at the moment. She speaks with Matt Miller on Bloomberg Television.
Bloomberg
Housing Prices Are Going Higher, Says Miller Samuel CEO
Jonathan Miller, Miller Samuel president and CEO, says national housing supply is still a problem. He says prices will be higher a year from today. He's on "Bloomberg Surveillance."
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
Fed's Hammack Releases Statement on Dissent, Inflation Concerns
Federal Reserve Bank of Cleveland President Beth Hammack explained her dissenting vote at this week's FOMC meeting. She said interest rates should be held steady until there's more progress in cooling inflation. Mike McKee reports on...
Curated Video
Higher prices, little mortgage rate relief for homebuyers in 2025
The housing market in 2024 was the slowest in decades as buyers faced higher prices. But what does 2025 have in store? (Scripps News)
Bloomberg
Goldman's Kaplan: May See Fewer Than Two Fed Cuts Next Year
Robert Kaplan, Goldman Sachs vice chair and a former president of the Federal Reserve Bank of Dallas, says he doesn't think the Fed can go lower on rates until they see a more "demonstrable improvement in inflation." He speaks with Julie...
Bloomberg
Goldman's Kaplan on Fed Cuts, Trump Policies and Tariffs
Robert Kaplan, Goldman Sachs vice chair and former president of the Federal Reserve Bank of Dallas, discusses the outlook for Fed monetary policy, the potential impact of the Trump administration's fiscal policies and tariffs on the...
Bloomberg
BOE Holds Interest Rates, Signals Gradual Easing in 2025
The Bank of England's Monetary Policy Committee voted 6-3 to hold interest rates at 4.75%, but signaled it will keep easing gradually in 2025 as a growing minority of officials set aside evidence of lingering inflation to back an...
Bloomberg
BOE's Bailey: Path of Interest Rates 'Is Downwards'
Bank of England Governor Andrew Bailey discusses the outlook for interest rates, inflation and recent UK economic data. He spoke after the Monetary Policy Committee voted 6-3 to hold rates, with three officials seeking an immediate...
Bloomberg
Market Doesn't Trust the Fed, Oppenheimer's Stoltzfus Says
Oppenheimer Chief Investment Strategist John Stoltzfus says he still believes in the broadening of the stock market rally and doesn't expect a correction to happen. He speaks on "Bloomberg Open Interest."
Bloomberg
Brown Harris Stevens CEO on the Housing Market in 2025
US new-home construction unexpectedly fell in November. Inventory now stands at the highest level in nearly 17 years. High borrowing costs have constrained demand for the sector, even as the Fed is expected to lower their benchmark rate...
Curated Video
Federal Reserve cuts key interest rate by a quarter-point
The Federal Reserve cut its key interest rate by a quarter-point on Wednesday. Here's what that means. (Scripps News)
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 Made the Right Rate Decision, JPMorgan's Michele Says
Bob Michele, JPMorgan Asset Management's global head of fixed income, says he was "pleasantly surprised" by the Fed's rate decision. He speaks on "Bloomberg Surveillance: The Fed Decides." The Fed lowered its benchmark interest rate for...
Bloomberg
How DoubleLine's Shinoda Is Playing the Bond Market
Ken Shinoda, DoubleLine Capital portfolio manager, discusses the market reaction to the Federal Reserve officials lowering their benchmark interest rate for a third consecutive time. He speaks on "Bloomberg The Close."
Bloomberg
Powell Says Fed 'at or Near a Point' to Slow, Pause Cuts
Federal Reserve Chair Jerome Powell says the labor market is still gradually cooling and inflation is still "broadly on track." Powell speaks after the Fed lowered its benchmark interest rate for the third consecutive time, but reduced...
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
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
Inflation a Bit Stuck, Bonds at Reasonable Level: Dudley
William Dudley, a Bloomberg Opinion contributor and former president of the Federal Reserve Bank of New York, discusses the outlook for Fed policy and the fixed income market on "Bloomberg Open Interest." Dudley's opinions are his own.
Bloomberg
Morgan Stanley's Wilson on Stocks in 2025, Volatility
Morgan Stanley Chief US Equity Strategist Mike Wilson talks about his outlook for stocks in 2025. He says there could be a correction next year and volatility will pick up in the first part of next year, then clear. He still sees the S&P...
Bloomberg
Fed to Be on 'Hawkish Side' in 2025, Antonucci Says
Quintet Private Bank CIO Daniele Antonucci discusses what to expect from the Federal Reserve's interest-rate decision next week. Speaking on Bloomberg Television, Antonucci says he expects the central bank to cut interest rates on...
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."