Bloomberg
KKR's McVey Sees Value in Middle of Market, Expects Less Dovish Fed
Jan.28 -- Henry McVey, head of global macro and asset allocation at KKR & Co., discusses where he's finding opportunities in financial markets and central bank monetary policies during an interview with Bloomberg's Erik Schatzker on...
Bloomberg
Nothing But Debt
Feb.07 -- U.S. junk bonds have been resilient and perhaps even impervious to alarms being sounded about the deadly coronavirus as borrowers inundated the market with almost $14B of new bonds pricing this week. That is the the most junk...
Bloomberg
Coronavirus Puts Fed in a Tough Spot, Loomis Sayles' Eagan Says
Feb.28 -- Matt Eagan, Loomis Sayles executive vice president and co-portfolio manager, comments on Federal Reserve Chairman Jerome Powell's statement that said the coronavirus “poses evolving risks” to U.S. economic growth and the...
Bloomberg
Goldman Sachs Says U.S. Growth Will Come Down `Quite Materially'
Mar.06 -- Christian Mueller-Glissmann, managing director of portfolio strategy and asset allocation at Goldman Sachs International, discusses volatility in equity and bond markets, and the potential for the dollar to rise as investors...
Bloomberg
Citigroup FICC and Trading Revenue Tops Expectations
Jul.14 -- Citigroup Inc. saw fixed-income trading revenue surge 68% in the second quarter while net income exceeded analysts’ estimates. Bloomberg’s Jonathan Ferro recaps Citigroup's results and Sonali Basak examines Wells Fargo & Co.'s...
Bloomberg
Election Removes Uncertainty From Markets, Says Beschloss
Nov.13 -- RockCreek Founder and Chief Executive Officer Afsaneh Beschloss says that markets reflect the removal of uncertainties presented by the elections and the lack of a vaccine. She says that the pandemic has accelerated flows into...
Bloomberg
Why Glenn August Says Oak Hill Can Make 15% Returns
Nov.12 -- Oak Hill Advisors Chief Executive Officer Glenn August is certain he can generate double-digit returns by providing rescue loans to companies still struggling under pandemic restrictions. He spoke exclusively with Erik...
Bloomberg
Pgim's Peters Sees a 'Difficult inflation Regime' Going Forward
Nov.17 -- Greg Peters, Pgim fixed income head of multi-sector strategy, talks about his outlook for inflation and monetary policy. He speaks on "Bloomberg Surveillance."
Bloomberg
Goldman Revamps Divisions to Highlight Growth in Consumer Unit
Jan.07 -- Goldman Sachs Group Inc. revamped the way it breaks down results by division to highlight growth in its consumer business and get more credit from investors. Bloomberg's Sridhar Natarajan has more on "Bloomberg Markets: The...
Bloomberg
JPMorgan's Game Plan on Where to Find Value in Bond Markets
Aug.03 -- Iain Stealey, chief investment officer of fixed income at JPMorgan Asset Management International, discusses where to find value in bond markets. He speaks on "Bloomberg Surveillance."
Bloomberg
Summers Would Be Surprised If the Selloff Is Memorable
Sep.04 -- Former U.S. Treasury Secretary Lawrence H. Summers, says investors should be more concerned about the fundamentals than the recent selloff in equity markets. Summers is advising Joe Biden’s presidential campaign on economic...
Bloomberg
BlackRock’s Koesterich: Market Has ‘Pockets of Excess,’ Not Bubbles
Jun.25 -- Russ Koesterich, global allocation fund portfolio manager at BlackRock, discusses the current state of markets as he sees a huge opportunity in credit and says “stocks do not look nearly as expensive as some have argued.” He...
Bloomberg
Carlyle’s Jenkins on Demand Destruction
Aug.12 -- Mark Jenkins, who runs a $50 billion credit business at Carlyle, says the market is out of sync with reality. He said demand destruction caused by Covid-19 is causing him to reposition his portfolio in an interview with...
Bloomberg
Bloomberg Real Yield: JPM's Bob Michele
Jul.31 -- Bob Michele, chief investment officer and global head of fixed income at JPMorgan Asset Management, discusses how the market is not reflecting what's going on in the economy. He speaks with Bloomberg's Jonathan Ferro on...
Bloomberg
Summers Says U.S. on Stimulus High
Jul.31 -- Larry Summers, former U.S. Treasury Secretary, warns that the U.S. will suffer terrible withdrawal symptoms when stimulus measures run out. He worries about the Federal Reserve's intervention in corporate bond markets. He is a...
Bloomberg
Summers, Tarullo Debate the Fed's Monetary Policy Shift
Sep.18 -- Former U.S. Treasury Secretary Lawrence H. Summers, a Wall Street Week contributor and adiser to Democratic Presidential Nominee Joe Biden, says that the Fed becomes a sideshow when it cannot predict or control inflation with...