News Clip5:38
Bloomberg

A Pause is Just a Pause

Higher Ed
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."
News Clip4:07
Bloomberg

Survival of the (AI) Fittest

Higher Ed
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."
News Clip18:06
Bloomberg

Spotlight on Pan-Africanism

Higher Ed
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...
News Clip3:54
Bloomberg

Valuation-wise Renminbi Starting to Look Cheap: Le

Higher Ed
"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.
News Clip10:08
Bloomberg

Goldman Sachs' Hui on China's Economy

Higher Ed
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".
News Clip6:11
Bloomberg

QuantEco's Rao on India's Inflation Outlook

Higher Ed
Shubhada Rao, Founder of QuantEco Research, discusses her outlook on India's inflation and repo rate for FY24. She speaks on "Bloomberg Markets Asia".
News Clip5:31
Bloomberg

Chandrasekaran: Stick to High Quality IG Bond Names

Higher Ed
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.
News Clip17:09
Bloomberg

Malaysian Trade Minister on Investment, Economy

Higher Ed
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.
News Clip6:43
Bloomberg

Bull Market Territory?

Higher Ed
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...
News Clip10:24
Bloomberg

US vs. China

Higher Ed
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...
News Clip3:41
Bloomberg

China's Struggling Property to Weigh on Iron Ore: ANZ

Higher Ed
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...
News Clip6:02
Bloomberg

Pause or Hike

Higher Ed
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...
News Clip6:30
Bloomberg

Consequences of T-Bill Deluge

Higher Ed
Barbara Reinhard, Voya Capital Head of Asset Allocation & Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager discuss the potential tremors coming to treasuries.
News Clip3:49
Bloomberg

Standard Chartered Is 'Overweight' Japan Stocks, 'Neutral' China

Higher Ed
"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'...
News Clip1:07
Bloomberg

Dollar Has Room to Rally Moderately: BNP's Lynton-Brown

Higher Ed
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,...
News Clip2:48
Bloomberg

BRICS Nations Ramp Up Bid for Greater Global Influence

Higher Ed
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...
News Clip2:04
Bloomberg

What Would Prompt the Bank of Japan to Tweak Yield-Curve Control?

Higher Ed
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...
News Clip2:06
Bloomberg

China's Industrial Profits Slide Amid Weaker Demand

Higher Ed
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 &...
News Clip7:08
Bloomberg

Effect of Debt Standoff on Markets

Higher Ed
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.
News Clip4:13
Bloomberg

Are We Overestimating AI?

Higher Ed
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.
News Clip2:04
Bloomberg

Japanese Yen's 'Sweet Spot' Around 125, UBP's Calder Says

Higher Ed
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...
News Clip7:10
Bloomberg

Ninety One's Wee on China Bonds

Higher Ed
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...
News Clip5:48
Bloomberg

DSP's Pathak on India Outlook

Higher Ed
Ankita Pathak, Product Manager & Macreconomist at DSP Investment Managers discusses her macroeconomic outlook for India. She speaks on "Bloomberg Markets Asia".
News Clip6:33
Bloomberg

Unsustainability of Regional Banks

Higher Ed
Kathryn Judge, professor at Columbia Law School, says that the regional banking model is unsustainable and that community banks show remarkable stability.