Bloomberg
The Long Road to Recovery
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy & Julian Salisbury, Goldman Sachs Asset & Wealth Management CIO discuss what a recovery could look like and talk about where to invest. They weigh transparency risks in the...
Bloomberg
Too Early for "All Clear" Sign: Summers
Lawrence H. Summers, Former US Treasury Secretary, discusses the country's unsustainable inflation problem. He speaks with David Westin on "Wall Street Week Daily."
Bloomberg
Recession Inevitable by End of Year: JPMorgan's Michele
"We're actually looking for an opportunity to add more duration to our portfolios," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview with Lisa Abramowicz on "Bloomberg The...
Bloomberg
What JPM's Michele Expects for Credit Spreads, Defaults
"When the pain hits, when we get into a recession, we're expecting high-yield credit spreads to go to a minimum of eight hundred over," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview...
Bloomberg
Larry Summers Says Too Early' for All-Clear on US Financial Turmoil
ormer Treasury Secretary Lawrence Summers said it's too soon to be confident that the US has turned a corner on financial troubles that were sparked by the Federal Reserve's rapid interest-rate hikes.
"When you have a series of...
Bloomberg
Pimco's Frieda: Premature to Say There's a Credit Crunch
Gene Frieda, executive VP and global strategist at Pacific Investment Management Co. (Pimco), sees US banking issues as a "long-lasting, slow process to work through," and explains why that has not yet triggered a credit crunch. He...
Bloomberg
Nouriel Roubini Warns of Crashes, High Rate 'Megathreat'
Nouriel Roubini, CEO at Roubini Macro Associates, explains the "megathreat" he sees from higher interest rates, why he expects an economic and financial crash, and US labor market issues. He speaks from Cernobbio, Italy on "Bloomberg...
Bloomberg
Credit Spreads Could Widen Out From Here: UBP's Nip
Anitza Nip, head of fixed income research Asia at Union Bancaire Privee, discusses bond market volatility, the risk of a recession in the US and where she's finding opportunity. She speaks on Bloomberg Television.
Bloomberg
Kashkari: Too Early to Gauge Economic Impact of SVB
"What's unclear right now is how much of the banking stresses of the past few weeks is leading to a sustained credit crunch which would then slow down the US economy," Federal Reserve Bank of Minneapolis President Neel Kashkari says...
Bloomberg
Banks Borrow Much Less From Fed Discount Window
Banks reduced their borrowings from two Federal Reserve backstop lending facilities in the most recent week, a sign that liquidity demand may be stabilizing. Bloomberg's Michael McKee reports.
Bloomberg
Wells Fargo's Mayo on Bank Earnings: Let the Sunshine In
"The banks have a good story to tell," Mike Mayo, Wells Fargo Securities head of large-cap bank research, says on "Bloomberg Markets: The Close" while previewing the big bank earnings scheduled to be released this week.
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Banking and Private Credit
Kipp deVeer, Head of Credit at Ares Management, on the effects of the banking crisis on the private credit field.
Bloomberg
Thornburg's Hoffmann on Markets
Christian Hoffmann, Portfolio Manager at Thornburg Investment Management, discusses his outlook for the bond markets and investment strategies. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
UBS Chair: Credit Suisse Integration to Take Up to 4 Years
UBS Group AG Chairman Colm Kelleher outlines the details and benefits of the integration of Credit Suisse Group AG at the UBS annual general meeting on Wednesday.
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China's Megabanks Plan Funding Spree
China's top megabanks are planning at least $5.8 billion in bond sales, kicking off a major funding push to comply with global capital requirements by early 2025. Charlie Zhu reports on Bloomberg Television.
Bloomberg
March Fed Minutes Predict Mild Recession Later This Year
Bloomberg's Kate Davidson and Nick Wadhams discuss the March Fed Minutes which predicts a mild recession later this year, and Russian President Vladimir Putin approving the arrest of Wall Street Journal reporter Evan Gershkovich. They...
Bloomberg
China Credit Growth Beats Expectations
China's credit expanded faster than expected in March, a sign that the central bank's moves to unleash more long-term liquidity into the economy and support bank lending is fueling investment activity. Bloomberg Economics' Eric Zhu...
Bloomberg
Brandywine Global's McIntyre on Markets
Brandywine Global Portfolio Manager Jack McIntyre discusses his latest market outlook and investment strategies. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
US GDP to 'Tumble Pretty Hard,' Economist Darda Warns
Roth MKM Partners Chief Economist and Market Strategist Michael Darda says it would be a mistake for the Federal Reserve to raise rates at the next meeting in May because the US is moving into the bust part of the boom-bust cycle. He...
Bloomberg
IMF's Gourinchas on Global Outlook, Banks and Inflation
IMF Chief Economist Pierre-Olivier Gourinchas sees a potential contraction in bank lending possibly weighing on global growth this year and says inflation has been "stickier than we'd like." Speaking with Guy Johnson and Alix Steel on...
Bloomberg
US Treasury Sec. Yellen Sees No Signs of Credit Crunch
Treasury Secretary Janet Yellen says she hasn't seen signs of a restriction in the availability of credit in the US. "I've not really seen evidence at this stage suggesting a contraction in credit, although that is a possibility," she...
Bloomberg
First Look With Surveillance: Bitcoin, US Intel Breach
Anna Edwards and Matt Miller take you through what to watch today.
Bloomberg
Apollo's Zelter on Private Credit Strategy, Defaults
James Zelter, co-president at Apollo Asset Management, discusses the impact of the recent US banking crisis on financing costs, private credit strategy, and outlook for corporate debt defaults on "Bloomberg Surveillance."
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Bloomberg
Morgan Stanley's Caron Expects Credit Crunch, Not Crisis
Morgan Stanley Global Balanced Funds co-CIO Jim Caron says he sees a credit crunch ahead that will happen over time and not be a "sudden shock event." He speaks during an interview with Jonathan Ferro on "Bloomberg The Open."
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