Bloomberg
SocGen's Frank Benzimra on the outlook for 2022
Societe Generale Head of Asia Equity Strategy Frank Benzimra discusses his market outlook for 2022 on "Bloomberg Markets Asia" with Rishaad Salamat and Juliette Saly.
Bloomberg
Fed Could Move 75BPS Over Three Quarters: Mahajan
Mona Mahajan, senior investment strategist at Edward Jones, expects the Federal Reserve to move quickly. She's on "Bloomberg Markets."
Bloomberg
Why India's Economy Is Poised to Expand 5.7% Next Year
Oct. 15 -- Morgan Stanley's Chetan Ahya discusses the outlook for India's economy with Bloomberg's Rishaad Salamat on ""On The Move Asia."" (Source: Bloomberg)
Bloomberg
HSBC's Parash Jain on Transport Stocks Amid Golden Week
Parash Jain, HSBC's Global Head of Shipping & Ports and Head of Asia Transport Research discusses his outlook for the sector amid China's Covid-restricted Golden Week holidays. He speaks on "Bloomberg Markets: China Open".
Bloomberg
JPMorgan’s Long-Term Market Assumptions
Nov.11 -- Thushka Maharaj, global multi-asset strategist at JPMorgan Asset Management, discusses the company’s Long-term Capital Market report which gives a 10 to 15 year view on more than 200 major asset and strategy classes. She speaks...
Bloomberg
Bernstein Asia Rupal Agarwal on Global Markets
Bernstein Asia Quantitative Strategist Rupal Agarwal discusses her market outlook and investment strategy. Rupal
looks at markets very differently through the lens of quants. She speaks with Juliette Saly and Rishaad Salamat on...
Bloomberg
Goldman Sachs Says It's a Stock Picker's Market
Jun.24 -- Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says European banks look cheap and that equity markets overall are entering a period with "much better opportunity set for alpha and stock picking." He speaks...
Bloomberg
Chris Grisanti on Apple, Amazon and Boeing
Sep.14 -- Chris Grisanti of MAI Capital says he doesn't own Apple right now, he likes the future of Amazon and he thinks Boeing is priced at a very attractive level.
Bloomberg
Bill Gross Says Structural Forces Keep Wages Down
Dec.08 -- Bill Gross, fund manager at Janus Henderson Group, discusses the lack of wage growth in the November U.S. jobs report and how the decisions of the Federal Reserve impact job growth. He speaks with Bloomberg's Tom Keene on...
Bloomberg
The Cyclical Trade Will Have Legs, Says Nuveen's Nick
Mar.24 -- Brian Nick, Nuveen chief investment strategist is still bullish on tech and says the cyclical trade will still have legs. He's on "Bloomberg The Open."
Bloomberg
Firms Ready to Write Larger Checks for Equity Investments: Huntington's Davies
Dec.17 -- On "Bloomberg Money Undercover", Karen Davies, managing director of private equity at Huntington National Bank, speaks with Bloomberg's Lisa Abramowicz. They discuss valuations, the appetite for investments and the M&A outlook...
Bloomberg
Bond Market Returns to Be Low for a Long Time, JPM's Kelly Says
Sep.11 -- David Kelly, chief global strategist at JPMorgan Asset Management, discusses the side effects of shortfalls in monetary policy and an abnormal environment for alternative investments. He speaks with Bloomberg's Vonnie Quinn on...
Bloomberg
JPMorgan Starts to Cut Mortgage Jobs
JPMorgan Chase is laying off hundreds of home-lending employees and reassigning hundreds more this week as rapidly rising mortgage rates drive down demand. Hannah Levitt reports on "Bloomberg Markets: The Close."
Bloomberg
China’s A-Share Equity Market Seeking Direction: UBS’s Liu
Jul.29 -- Wendy Liu, head of China Strategy at UBS, discusses her outlook for China’s A-share equity market and where she’s finding opportunity. She speaks on “Bloomberg Markets: China Open.”
Bloomberg
`We're Positive on Financials' After the ECB Decision: Wells Fargo
Sep.13 -- Henrietta Pacquement, portfolio manager at Wells Fargo Asset Management, discusses her equities and bonds investment strategy on "Bloomberg Daybreak: Europe."
Bloomberg
JPM's Lebovitz Sees Corporations Driving Economic Growth
David Lebovitz, global market strategist at JPMorgan Asset Management, discusses the next key driver of economic growth and the firm combining long-term exposure to the U.S. and emerging markets. He speaks on "Bloomberg Surveillance."
Bloomberg
Global Economic Recovery ���Reverse J-Shaped���: Economist Weinberg
Carl Weinberg, chief economist and managing director at High Frequency Economics, warns of a global slowdown that could end up in recession on ���Bloomberg Surveillance.��� (Source: Bloomberg)
Bloomberg
Why Are Tech Stocks Missing Out on the Trump Rally?
Nov. 11 -- Cathie Wood, ARK Investment Management's chief executive officer, discusses the performance of tech stocks with Bloomberg's Emily Chang on "Bloomberg Technology."
Bloomberg
TD Ameritrade CEO: Why We Bought Scottrade for $4 Billion
Oct. 24 -- Tim Hockey, TD Ameritrade Holding president and chief executive officer, explains why TD Ameritrade and its largest stakeholder, Toronto-Dominion Bank, agreed to buy Scottrade Financial Services for $4 billion. He speaks with...
Bloomberg
Muehlhaeuser: Eating Out Is Cheaper Than Eating at Home
Aug. 12 -- Hubertus Muehlhaeuser, president and chief executive officer at Manitowoc Foodservice, discusses the stability of the restaurant business, why he's confident the business is growing and how he's handling the slowdown. He...
Bloomberg
Fed's Kaplan Says Rates Should Be Moving Toward Neutral
Aug.24 -- Dallas Federal Reserve President Robert Kaplan explains why interest rates should keep gradually moving toward neutral as he sees the need for three or four more rate hikes. He speaks with Bloomberg's Michael McKee from the...
Bloomberg
BlackRock Favors High-Quality Cyclicals, Moore Says
Jun.29 -- Kate Moore, head of thematic strategy in the global allocation team at BlackRock Inc., discusses the outlook for markets and her strategy amid the coronavirus pandemic. She speaks with Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
Banks, Energy Firms, Airlines Set to Rally, BofAML Says
Oct.20 -- Bank of America Merrill Lynch says there's a subset of cyclical stocks which has yet to outperform. The "idiosyncratic headwinds" facing banks, energy firms and airlines will eventually subside, according to Sebastian Raedler,...
Bloomberg
Cyclical Bear Within a Secular Bull: Ritholtz
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & "Masters in Business" Bloomberg Radio & Podcast Host, says he looks at the sell-off in the first half of 2022 as a "cyclical bear within a longer secular bull."