Hi, what do you want to do?
Bloomberg
A Pause is Just a Pause
Sonal Desai, Franklin Templeton Fixed Income CIO & Tracy Alloway, Bloomberg News Managing Editor gives us their take on the most recent Fed meeting and dive into the semantics around a "pause" or a "skip."
Bloomberg
Survival of the (AI) Fittest
Sonal Desai, Franklin Templeton Fixed Income CIO & Tracy Alloway, Bloomberg News Managing Editor look at the parallels drawn between the current AI frenzy and the dot-com era. Desai says this is "likely to be the decade of AI."
Bloomberg
Spotlight on Pan-Africanism
Wamkele Mene, Secretary-General, African Continental Free Trade Area (AfCFTA) Secretariat discusses the importance of Pan-Africanism in its current state with Bloomberg's David Malingha at the 2023 Bloomberg New Economy Gateway Africa in...
Bloomberg
Valuation-wise Renminbi Starting to Look Cheap: Le
"Valuation-wise, Renminbi is starting to look cheap." Trang Thuy Le, EM Asia FX strategist at Macquarie Group, discusses the Chinese renminbi and the Taiwan dollar. She speaks on Bloomberg Television.
Bloomberg
Goldman Sachs' Hui on China's Economy
Goldman Sachs Chief China Economist Hui Shan discusses China's policy stimulus, property sector and broader economic recovery. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
QuantEco's Rao on India's Inflation Outlook
Shubhada Rao, Founder of QuantEco Research, discusses her outlook on India's inflation and repo rate for FY24. She speaks on "Bloomberg Markets Asia".
Bloomberg
Chandrasekaran: Stick to High Quality IG Bond Names
Aarthi Chandrasekaran, Director, Investments at Shuaa Asset Management discusses her regional markets outlook. She joins Yousef Gamal El-Din on the "Daybreak Middle East" show.
Bloomberg
Malaysian Trade Minister on Investment, Economy
Zafrul Aziz, Malaysian Minister of Investment, Trade and Industry, discusses the outlook for the country's economy and investment opportunities. He speaks with Bloomberg's Haslinda Amin.
Bloomberg
Bull Market Territory?
Julian Salisbury, Goldman Sachs CIO of Asset and Wealth Management & Lisa Erickson, US Bank Head of Public Markets debate whether stocks are making their way into bull market territory. They also dive into why there might be continued...
Bloomberg
US vs. China
Ray Dalio, Bridgewater Founder sat down with David Westin at Bloomberg Invest to explain why both sides lose in a US-China conflict and why AI is a bigger revolution than the Internet and Niall Ferguson, Hoover Institution Fellow and...
Bloomberg
China's Struggling Property to Weigh on Iron Ore: ANZ
Daniel Hynes, strategist at Australia and New Zealand Banking Group Ltd., discusses Chinese demand for commodities including iron ore and copper. He also talks about the outlook for gold. He speaks with Shery Ahn and Haidi Stroud-Watts...
Bloomberg
Pause or Hike
Barbara Reinhard, Voya Capital Head of Asset Allocation & Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager discuss the potential pause in the Fed's tightening and what it will take for the Fed to get down to their two percent...
Bloomberg
Consequences of T-Bill Deluge
Barbara Reinhard, Voya Capital Head of Asset Allocation & Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager discuss the potential tremors coming to treasuries.
Bloomberg
Standard Chartered Is 'Overweight' Japan Stocks, 'Neutral' China
"There's still opportunities to buy in Japan because we're looking at a structural change in the markets." Daniel Lam, head of equity strategy at Standard Chartered Wealth Management, explains why he's upgraded Japan to 'Overweight'...
Bloomberg
Dollar Has Room to Rally Moderately: BNP's Lynton-Brown
Sam Lynton-Brown, BNP Paribas global head of developed market strategy, discusses his forecast for the US dollar with Jonathan Ferro on "Bloomberg The Open."
Follow Bloomberg for business news & analysis, up-to-the-minute market data,...
Bloomberg
BRICS Nations Ramp Up Bid for Greater Global Influence
The BRICS group of emerging markets is ramping up its bid for greater global influence, sensing a moment to capitalize on the splintering world order to build out its ranks beyond Brazil, Russia, India, China and South Africa. Bloomberg...
Bloomberg
What Would Prompt the Bank of Japan to Tweak Yield-Curve Control?
Sue Trinh, co-head of global macro strategy at Manulife Investment Management, discusses Bank of Japan's policy of yield-curve control, the yen and Japanese stocks. She speaks with Yvonne Man on "Bloomberg Daybreak: Asia."
Follow...
Bloomberg
China's Industrial Profits Slide Amid Weaker Demand
Profits at China's industrial firms kept falling in the first four months of the year, adding to signs the country's post-Covid recovery is faltering. John Liu reports on Bloomberg Television.
Follow Bloomberg for business news &...
Bloomberg
Effect of Debt Standoff on Markets
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy & Gillian Tett, Financial Times Editor-at-Large discuss the narrowness of the S&P rally. They also debate whether the Fed's path holds in light of stubborn inflation.
Bloomberg
Are We Overestimating AI?
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy & Gillian Tett, Financial Times Editor-at-Large question whether AI will enhance productivity and the impact it may have on tech.
Bloomberg
Japanese Yen's 'Sweet Spot' Around 125, UBP's Calder Says
Kieran Calder, head of equity research for Asia at Union Bancaire Privee, discusses the recent rally in Japanese stocks, corporate governance, and the outlook for the yen. He speak with Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
Ninety One's Wee on China Bonds
Wilfred Wee, Portfolio Manager at Ninety One, discusses his latest fixed income strategy and a "w" shaped recovery for China. He also discusses China's debt issues. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China...
Bloomberg
DSP's Pathak on India Outlook
Ankita Pathak, Product Manager & Macreconomist at DSP Investment Managers discusses her macroeconomic outlook for India. She speaks on "Bloomberg Markets Asia".
Bloomberg
Unsustainability of Regional Banks
Kathryn Judge, professor at Columbia Law School, says that the regional banking model is unsustainable and that community banks show remarkable stability.