Bloomberg
Ailman: Not Just Higher-For-Longer; Just Higher
CalSTRS CIO Christopher Ailman tells us why the current environment makes the traditional mix of stocks and bonds unattractive. He says that rates could be not just higher-for-longer, but simply higher.
Bloomberg
Pimco Is Selling Hung Debt for a Premium
Pacific Investment Management Co. (Pimco) spent some of last year scooping up debt that banks couldn't sell at knock-down prices. Now it's started to slowly offload some of those positions at double-digit premiums. Sonali Basak has more...
Bloomberg
What Apollo's Slok Sees as the Biggest Economic Risks
Apollo Global Management Chief Economist Torsten Slok outlines what he sees as the top ten downside risks facing the US economy. He speaks on "Bloomberg Markets: The Close."
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Bloomberg
Blackstone's Gray on Mideast Conflict, UPenn, Inflation
Blackstone President and COO Jon Gray discusses the market implications of the Israel-Hamas war, his commitment to funding low-income students and cancer research at the University of Pennsylvania, and the current state of inflation with...
Bloomberg
BofA CEO Moynihan Says Fed Has Won Battle of Consumer
Bank of America CEO Brian Moynihan says consumers are moving from cash into the market and spending less on credit and debit cards. He speaks during an interview with David Westin on "Wall Street Week Daily."
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Bloomberg
Citigroup 3Q FICC Sales, Trading Revenue Top Estimates
Citigroup Inc. reported third-quarter results that saw FICC sales and trading revenue of $3.56 billion and investment banking revenue beating expectations at $844 million. Sonali Basak and Jonathan Ferro examine the numbers on Bloomberg...
Bloomberg
Wells Fargo CFO: Economy Slowing, Banks in Good Shape
Wells Fargo CFO Mike Santomassimo discusses the bank's third-quarter earnings and the regulatory environment with Scarlet Fu and Romaine Bostick on "Bloomberg Markets: The Close."
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Bloomberg
JPMorgan Sees Potential Upside for Southeast Asia, India, Japan Stocks
Marcella Chow, global market strategist at JPMorgan Asset Management, shares her views on Federal Reserve policy and the implications for US Treasuries. She also talks about the opportunities she sees in Asian stock markets, and...
Bloomberg
What Bankers Are Saying About Another Possible Crisis
Sridhar Natarajan discusses the current state of the US banking industry with Lisa Abramowicz and Tom Keene on "Bloomberg Surveillance."
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Bloomberg
Pimco Is Very Bullish on Short Duration IG Bonds, Says Kiesel
Pimco CIO of Global Credit Mark Kiesel says his firm hasn't been "this bullish in a long time" on short-maturity, high quality investment grade bonds. "This is the time to buy," he says on "Bloomberg The Open."
Bloomberg
Puri: Private Credit is Pretty Compelling
Purnima Puri, HPS Head of Liquid Credit tells us why there has been an uptick of activity in private credit. She also sees issuance opening up as companies come to terms with an environment of higher interest rates.
Bloomberg
China Beige Book: Property Market Deteriorating Further
Shehzad Qazi, managing director at China Beige Book International, discusses China's property sector, the importance of the Golden Week holiday and his outlook for the economy. He speaks on Bloomberg Television.
Bloomberg
DWS Group CEO Happy to Put SEC Probe 'Behind Us'
Stefan Hoops, DWS Group CEO, talks about paying $25 million to settle Securities and Exchange Commission probes into alleged greenwashing and anti-money laundering lapses. He speaks to Bloomberg's Sonali Basak in New York.
Bloomberg
BNP's Charlotte Conlan on M&A, Private Credit, Leveraged Finance
Charlotte Conlan, vice chair of global leveraged finance an BNP Paribas, discusses the mergers and acquisitions landscape, private credit, and her outlook for the leveraged finance business. She speaks with Bloomberg's Claire Ruckin at...
Bloomberg
BNP's Conlan Sees Banks More Willing to Underwrite M&A
Charlotte Conlan, vice chair of global leveraged finance an BNP Paribas, discusses mergers and acquisitions with Bloomberg's Claire Ruckin at the Bloomberg Global Credit Forum in London.
Bloomberg
PE Opportunities: Schwarzman, Scemama, Meister at IPEM
It's been a tough year for dealmaking with higher interest rates, geopolitical tensions and inflationary pressures taking their toll. Bloomberg's Dani Burger spoke to executives including Partners Group Chairman Steffen Meister, Axa...
Bloomberg
David Solomon Safe at Goldman, for Now: Analyst Mayo
Goldman Sachs CEO David Solomon is safe in his role for now, according to Wells Fargo Equity Analyst Mike Mayo. He speaks with Matt Miller and Jon Erlichman on "Bloomberg Markets."
Bloomberg
VC Spotlight: Bicycle Capital on Latin America Investments
Brazil's Mottu raised $50 Million in a Series C round led by QED Investors and Bicycle Capital, the new venture firm by former SoftBank executives Marcelo Claure and Shu Nyatta. Mottu CEO Rubens Zanelatto and Bicycle Capital founder and...
Bloomberg
El-Erian Expects 'Game of Chicken' in Credit Next Year
Mohamed El-Erian, a Bloomberg Opinion columnist, says he expects "massive" refinancing needs in the high-yield market next year during an interview with Jonathan Ferro on "Bloomberg The Open." El-Erian's opinions are his own.
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Bloomberg
Stanhope CEO on Fed, Why Arm Chose US Listing
Stanhope Capital founder and Chief Executive Officer Daniel Pinto discusses the outlook for the Fed, why the US economy has outperformed Europe, and why UK chip designer Arm chose to list on the Nasdaq instead of in London. He speaks...
Bloomberg
Apollo's Zito Says Relationships With Banks Are Strong
John Zito, Apollo Management partner, deputy CIO of credit, says the credit environment is exciting. He also says the firm is open to partnering with banks in private credit. He speaks to Bloomberg's Sonali Basak.
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Bloomberg
Ralph Schlosstein Expects Second-Half Pickup in Markets
Evercore Chair Emeritus Ralph Schlosstein says an economic soft landing and a rebound in earnings are needed to justify the multiples in US stocks. He speaks on "Bloomberg Markets: The Close."
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Bloomberg
Using Surveillance Tech to Get Insights Into Muni Bonds
Rob Amodeo, Western Asset Management's head of municipals, discusses using surveillance technology for insights into the municipal bond market on "Bloomberg Markets: The Close."
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Bloomberg
Seeing Signs of Stress in US Consumer: DiMartino-Booth
"We really are starting to see multiplying signs of stress in the consumer sector." Danielle DiMartino Booth, chief executive officer and chief strategist at QI Research, discusses the US economy, oil prices and her outlook for the labor...