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Bloomberg
Lombard Odier Is 'Underweight' Chinese Government Bonds
Homin Lee, senior macro strategist at Lombard Odier, talks about the dollar and emerging-market assets. He also discusses Bank of Japan's policy and its implications for financial markets. He speaks with Shery Ahn and Haidi Stroud-Watts...
Bloomberg
Credit Agricole's Cheung on FX Strategy
Eddie Cheung, Senior Emerging Market Strategist at Credit Agricole CIB, explains to Rishaad Salamat and David Ingles why he dislikes the Philippine peso and Taiwan dollar, as well as his latest carry trade strategy. He appears on...
Bloomberg
BOJ's Focus on Keeping Policy Easy Nudges Down Yen
The yen stays near its weakest level since October after falling Monday. Bank of Japan Governor Kazuo Ueda and his deputy doubled down on the central bank's message that stimulus is still needed, in comments that helped nudge the yen to...
Bloomberg
Ketterer: Wage Hikes Will Make Auto Profitability Hard
Peter Kraus, Aperture Investors Chairman & CEO and Sarah Ketterer, Causeway Capital CEO tell us why the auto strike will be hard to resolve.
Bloomberg
Kraus: Fed Will Not Consciously Break the Economy
Peter Kraus, Aperture Investors Chairman & CEO and Sarah Ketterer, Causeway Capital CEO discuss why the Fed's plan to hold rates higher for longer is causing tremors in markets.
Bloomberg
Riksbank Raises Swedish Interest Rates to 4%
Sweden's Riksbank raised borrowing costs by a quarter point and signaled an intensified response to stubborn inflation that will further constrict the enfeebled economy. In a decision that brings its key interest rate to 4%, the central...
Bloomberg
Pakistan's Interim Prime Minister on Economy, China: Full Interview
Pakistan's government is facing a series of challenges as it pushes through reforms as part of its IMF bailout program, while battling soaring inflation and a weak rupee. Shery Ahn sat down with caretaker prime minister, Anwaar-ul-Haq...
Bloomberg
China's New-Economy Stocks to Lead Market in 2024, JPMorgan Says
Tai Hui, chief market strategist for Asia Pacific at JPMorgan Asset Management, discusses the interest-rate differentials between the US and Japan, and the implications for financial assets. He also talks about the opportunities he sees...
Bloomberg
NF Trinity's Zhu on Fed, Central Banks
Helen Zhu, MD & CIO at NF Trinity, discusses market reaction to the Federal Reserve's decision to leave rates unchanged and how she views risk assets under the current environment. She speaks with Rishaad Salamat, David Ingles and Yvonne...
Bloomberg
Bank of Japan Unlikely to Start Tightening Policy This Year, ANZ Says
Richard Yetsenga, chief economist at Australia & New Zealand Banking Group Ltd., discusses policies of central banks including the People's Bank of China and the Bank of Japan. He speaks with Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
Subramanian: Labor Strikes Are Evidence of the Closing Wealth Gap
Savita Subramanian, BofA Head of US Equity and Quantitative Strategy, says she is bullish on the equal-weighted S&P 500. She also explains why she thinks the auto strike is evidence of the process of narrowing the wealth gap.
Bloomberg
Invesco Says Allocation to Asia Likely to Increase
Kristina Hooper, chief global market strategist at Invesco, shares her views on the artificial-intelligence theme, and Asian stocks. She also discusses Bank of Japan's policy with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak:...
Bloomberg
Markets in 3 Minutes: ECB Likely to Matter More Than US CPI
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Markets in 3 Minutes: This Is THE Dollar's Big Turning Point
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
US CPI May Throw Curveball to Yen Rally
The odds have shifted to the yen's favor at the start of the week but it may still be vulnerable to sharp movements as the U.S. consumer price index print and central bank meetings loom large in markets. Paul Jackson reports on Bloomberg...
Bloomberg
First Look With Surveillance: PBOC Sets, US CPI
Tom Mackenzie and Sonali Basak take you through what to watch today.
Bloomberg
Markets in 3 Minutes: Apple Can Turn Market But Probably Won't
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Hooper: Fed Doesn't Need to Hike Again
Kristina Hooper, Invesco Chief Global Market Strategist shares why she believes the Fed does not need to raise rate hikes again and opportunities in small caps.
Bloomberg
Genie is Out of the AI Bottle
Niall Ferguson, Hoover Institution Senior Fellow warns that lack of international cooperation on regulating artificial intelligence could lead to catastrophic effects that could make Covid losses "look like a rounding error."
Bloomberg
Julius Baer: Keen Interest From Clients to Invest in India
Julius Baer, the largest foreign wealth manager in India, is launching an offshore India equity focused fund. The company is conducting roadshows for the fund across Switzerland, Hong Kong, Singapore and here in Dubai. Bhaskar...
Bloomberg
Is China Doing Enough to Regain Investors' Confidence?
Eva Lee, head of Greater China equities at UBS Global Wealth Management Chief Investment Office, looks at the Chinese government's efforts to support the economy and the implications for financial assets. She speaks with Yvonne Man and...
Bloomberg
BNY Mellon's Savage on Emerging Markets
Bob Savage, Head of Markets Strategy and Insights at BNY Mellon Capital Markets, discusses his outlook for emerging markets and investment strategy. He speaks with Haidi Stroud-Watts and David Ingles on "Bloomberg Daybreak: Australia".
Bloomberg
BoS: US Will Need Recession To Get Inflation Back Down
Bank of Singapore Chief Economist Mansoor Mohi-uddin believes the US will need a recession to get inflation back down to the Fed's 2 percent target now. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
Borish: No More Rate Hikes in 2023
Peter Borish, Computer Trading Corporation CEO doesn't expect the Fed to raise rates for the remainder of 2023, but warns of deflationary pressures of higher rates.