Bloomberg
Grading the Fed's Tightening Pace
David Bianco, DWS Group Americas CIO explains why the bond market is running out of patience for the Fed to win the inflation war. He also breaks down where earnings growth might come from in the near future.
Bloomberg
Fed's Logan: More Rate Increases Will Likely Be Needed
"I remain concerned about whether inflation will return to target in a sustainable and timely way," Federal Reserve Bank of Dallas President Lorie Logan says at the Central Bank Research Association's annual meeting in New York.
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Bloomberg
Labor Market Shows Signs of Strength
The US labor market showed fresh signs of resilience on Thursday, as private hiring surged, layoffs slowed and filings for unemployment benefits stayed relatively low. But the big number comes on Friday with the monthly jobs report....
Bloomberg
Very Difficult for Fed to Pivot Anytime Soon: Trinh
"It's very difficult for Fed to pivot anytime soon." Sue Trinh, co-head of global macro strategy at Manulife Investment Management, discusses Federal Reserve policy and its impact on markets. She speaks on Bloomberg Television.
Bloomberg
CalSTRS Ailman Says a Recession Is Coming
Christopher Ailman, chief investment officer for the California State Teachers' Retirement System, says he still thinks a recession is coming and this is the year to pay attention to the bond market. He's on "Bloomberg Markets: The...
Bloomberg
One More Fed Hike 'Baked in Cake': Evercore ISI's Hyman
Evercore ISI founder and Chair Ed Hyman says anything more than one Federal Reserve rate hike is a mistake and will increase the likelihood of a recession. He speaks during an interview with Jonathan Ferro and Tom Keene on "Bloomberg...
Bloomberg
Standard Chartered: Upgraded Equities to a Core Holding
Audrey Goh, senior cross asset strategist at Standard Chartered Wealth Management Group, shares her views on equities, bonds, and policies of central banks including the Federal Reserve. She speaks with Haidi Stroud-Watts and Shery Ahn...
Bloomberg
Bianco: Inflation Will Bottom at 3% and Drift Higher
Jim Bianco, Bianco Research President, says inflation will bottom at 3% then drift higher. He's on "Bloomberg Surveillance."
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First Look With Surveillance: Tesla Record, Apple Cuts
Dani Burger and Kriti Gupta take you through what to watch today.
Bloomberg
Hopes for a Soft Landing
Rebecca Patterson, Former Bridgewater Associates Chief Investment Strategist explains why she believes hopes for a soft landing are premature. Patterson also says she is surprised by the strength in tech.
Bloomberg
The Future of Blackstone
Blackstone CFO Michael Chae tells us why Blackstone is well-positioned for a high-rate environment. He also believes that AI will further the edge private markets have over public markets.
Bloomberg
OCBC Bank: Domestic Consumer Confidence Key In China
OCBC Bank Chief Economist & Treasury Research Head Selena Ling believes domestic consumer confidence is key in China to unlocking the excessive savings from the pandemic and unleashing private consumption. She speaks with Bloomberg's...
Bloomberg
Kroszner Says Fed Could Raise Rates to 6%
Former Federal Reserve Governor Randall Kroszner talks about the impact of Federal Reserve rate hikes on bonds and equities. He says rates could go as high as 6%. He speaks on Bloomberg Television.
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Bloomberg
Bostic Sees 'Green Shoot of Hope' in Services Inflation
"When will restrictive monetary policy start restraining inflation more powerfully? Put simply, not as soon as I'd like," Federal Reserve Bank of Atlanta President Raphael Bostic says at the annual dinner of the Irish Association of...
Bloomberg
Markets Not Buying Into Central Bank Talk: Luk
"Markets are not really buying into what all of these major central banks are talking about." Ben Luk, senior multi asset strategist at State Street Global Markets, discusses market sentiment and Federal Reserve policy. He speaks on...
Bloomberg
Standard Chartered Favors High-Quality Bonds, Japan Stocks
Daniel Lam, head of equity strategy at Standard Chartered Wealth Management, discusses Federal Reserve policy and the implications for financial markets. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Bank of Japan May Tweak Yield Curve Control in 3Q 2023, HSBC Says
Frederic Neumann, chief Asia economist at HSBC Holdings Plc, discusses policies of regional central banks including the Bank of Japan. He speaks with Yvonne Man and David Ingles on "Bloomberg Markets: China Open."
Bloomberg
BOE's Bailey Doesn't Forecast a Recession
Bank of England Governor Andrew Bailey says that while the BOE is not currently forecasting a recession, "we have to watch it very carefully." He speaks at the ECB Forum on Central Banking in Sintra, Portugal.
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Bloomberg
Fed's Powell: Don't See 2% Core Inflation Before 2025
"We will be restrictive as long as we need to be," Federal Reserve Chair Jerome Powell says during a panel discussion at the ECB Forum on Central Banking in Sintra, Portugal.
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Bloomberg
Powell, Lagarde, Bailey, Ueda on Future Rate Decisions
Federal Reserve Chair Jerome Powell, Andrew Bailey, Governor of the Bank of England, ECB President Christine Lagarde and Bank of Japan Governor Kazuo Ueda share their thoughts on future rate hike decisions and monetary policy. They speak...
Bloomberg
Powell Won't Rule Out Fed Hiking at Consecutive Meetings
Federal Reserve Chair Jerome Powell says monetary policy is not restrictive enough during a panel discussion at the ECB Forum on Central Banking in Sintra, Portugal.
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Bloomberg
Fed's Powell: Recession Not the Most Likely Case for US
Federal Reserve Chair Jerome Powell says there is a significant chance of a recession in the US but it is not the most likely case during a panel discussion at the ECB Forum on Central Banking in Sintra, Portugal.
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Bloomberg
Investors Should Be Defensively Positioned: Mitra
"We're still suggesting to our clients to be defensively positioned, pick up more duration, underweight equities and stay neutral in credit." Aninda Mitra, head of Asia macro and investment strategy at BNY Mellon Investment Management,...
Bloomberg
Moody's Zandi: No More Than One or Two Rate Hikes Ahead
"What's going on in the housing market, given where rates are today, is sufficient to get inflation back down to something I think the Federal Reserve should feel comfortable with," Moody's Analytics Chief Economist Mark Zandi says...