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
Little 'Justification' for Fed's Cutting Cycle, Says Unlimited's Elliott
Unlimited CEO and CIO Bob Elliott says that there's little in the way of justification for the Federal Reserve's current cutting cycle, including the cuts the market is continuing to expect over the next few quarters. He adds that...
Bloomberg
Carlyle's Jenkins on $5.7 Billion Capital Raise, Credit Market
Mark Jenkins, Carlyle's head of global credit, discusses Carlyle raising $5.7 billion for its latest flagship credit fund and the outlook for the credit market. Speaking with Sonali Basak on Bloomberg Television, Jenkins sees a "very...
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
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
Blue Owl's Lipschultz Talks Private Markets, Interest Rates
Blue Owl Capital co-CEO Marc Lipschultz sees private markets as a "critical part of the future" and discusses increased competition and higher-for-longer interest rates. He speaks with Sonali Basak from a Goldman Sachs Group Inc....
Bloomberg
Ares CEO Sees M&A Picking Up Even Without More Rate Cuts
Ares Management CEO Michael Arougheti says interest rates holding steady at or around current levels can boost M&A in 2025 as there is "a lot of pent up demand to transact." He speaks with Sonali Basak from a Goldman Sachs Group Inc....
Press Association
Chancellor launches Small Business Saturday
Pooled clip with Chancellor Rachel Reeves as she visits Leeds Corn Exchange ahead of Small Business Saturday She discusses concerns from small business owners following her budget announcements, small businesses not knowing the full...
Bloomberg
Fed's Daly Sides With 'Gradualism Approach' to Rates
Federal Reserve Bank of San Francisco President Mary Daly says she is a proponent of a more gradual approach to monetary policy adjustment. She speaks during a conversation on emerging technology and the economy at Stanford University's...
Bloomberg
Fed 'At or Near' Point of Slowing Rates, Says Hammack
Federal Reserve Bank of Cleveland President Beth Hammack said policymakers are "at or near the point where it makes sense to slow the pace of rate reductions," citing a strong economy and still-elevated inflation. Hammack spoke Friday at...
Bloomberg
Pace of Fed Rate Cuts Has to Slow: BlackRock's Rosenberg
"Monetary policy is not as restrictive as they think it is," Jeffrey Rosenberg, systemic multi-strategy fund portfolio manager at BlackRock, says on "Bloomberg Surveillance." The US job market showed a solid advance in November, with...
Bloomberg
BlackRock's Rieder: I'll Take Equities 'All Day' for Duration Risk
Rick Rieder, CIO of global fixed income at BlackRock, discusses what the US November jobs report means for the Federal Reserve and explains why he'd choose equities over fixed income for duration risk in his portfolio.
Bloomberg
Pimco's Wilding Sees Slower Pace of Rate Cuts in 2025
Pimco Economist Tiffany Wilding says a 25 basis-point rate cut at the Federal Reserve Open Market Committee's December meeting is likely. Speaking on "Bloomberg Open Interest," Wilding also says the probability of the Fed raising rates...
Bloomberg
Ducati CEO leans into a record-breaking year
Ducati, the Bologna-based motorcycle maker, is at a high point in its 98-year history, earning three consecutive MotoGP World Championship titles in 2022, 2023 and now 2024. The Ducati CEO Claudio Domenicali joined Bloomberg Open...
Bloomberg
Fed's Goolsbee Says Labor Market Stable, Lower Rates Ahead
Federal Reserve Bank of Chicago President Austan Goolsbee says the labor market appears largely stable and expects rates will be "a fair bit lower" a year from now. Goolsbee speaks during a fireside chat as part of the Chicago Fed's...
Bloomberg
BOE's Dhingra Says She's in Favor of 'Gradual' Rate Cuts
Bank of England rate-setter Swati Dhingra warned that high interest rates are bearing down on the economy by curbing consumer spending and business investment. Talking with Bloomberg's Lizzy Burden, Dhingra said she is in favor of a...
Bloomberg
Morgan Stanley's Shalett Sees Upside Inflation Risks
Morgan Stanley Wealth Management CIO Lisa Shalett previews the November US employment report and discusses the outlook for the economy in 2025 on "Bloomberg The Close."
Bloomberg
BofA Sees Gold at $3,000 by End of 2025
Francisco Blanch, head of commodities and derivatives research at BofA Securities, discusses the outlook for gold prices. "The next few months gold slows down, but we still believe $3,000 an ounce will be reached at some point end of...
Bloomberg
Advisors Capital Lieberman's Market Outlook
Chuck Lieberman, Advisors Capital Management, Co-founder & Chief Investment Officer speaks with Tim Stenovec and Vonnie Quinn about the market and how Trump's presidency will effect it.
Bloomberg
Kugler Says Inflation on Sustainable Path to Fed's 2% Goal
Federal Reserve Governor Adriana Kugler says she's optimistic about the trajectory of inflation and the broader economic conditions during remarks at a Detroit Economic Club event.
Bloomberg
Fed's Goolsbee Sees Rates Coming Down a 'Fair Amount'
Federal Reserve Bank of Chicago President Austan Goolsbee says interest rates still need to come down a "fair amount" during a keynote conversation about the Midwest economy and US monetary policy moderated by Crain's Chicago Business...
Bloomberg
Abramzon: 2025 Will Be a Positive Year for Israel's Economy
While the ongoing Lebanon and Gaza conflict continues to weigh heavily on Israel's economy, Shmuel Abramzon, Chief Economist for the Israeli Finance Ministry says that the country remains resilient. Speaking to Bloomberg's Chief Africa...
Bloomberg
Fed's Preferred Measure of Inflation Picks Up
The core personal consumption expenditures price index, which strips out volatile food and energy items, increased 2.8% from October last year and 0.3% from a month earlier, according to Bureau of Economic Analysis data. Mike McKee...