Bloomberg
Marks Sees a Massive Shift From Stocks to Fixed Income
David Rubenstein discusses the conversation he had with legendary investor Howard Marks of Oaktree Capital Management on "Bloomberg Surveillance." Marks is on the latest episode of "Bloomberg Wealth with David Rubenstein."
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Bloomberg
What Bankers Are Saying About Another Possible Crisis
Sridhar Natarajan discusses the current state of the US banking industry with Lisa Abramowicz and Tom Keene on "Bloomberg Surveillance."
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Bloomberg
Daly: Recent Bond Market Tightening Equals One Rate Hike
Mary Daly, Federal Reserve Bank of San Francisco president, says recent bond market tightening is equal to about one rate hike. She speaks to Bloomberg's Lisa Abramowicz in New York.
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Chicago Fed's Goolsbee Sees 'Puzzle' In Recent Rate Spike
Chicago Fed President Austan Goolsbee examines the timing of the bond market selloff in a new episode of the Odd Lots podcast.
Bloomberg
Daly: Fed Can Hold Rates Steady If Labor, Prices Keep Cooling
"If we continue to see a cooling labor market and inflation heading back to our target, we can hold interest rates steady and let the effects of policy continue to work," Federal Reserve Bank of San Francisco President Mary Daly said...
Bloomberg
Federal Reserve's Mester: One More Rate Hike May Be Needed This Year
Federal Reserve Bank of Cleveland President Loretta Mester says the central bank will likely need to raise interest rates once more this year. She spoke at an event organized by the 50 Club of Cleveland, a group of business leaders and...
Bloomberg
US 10-Year Looks 20, 30 Bps Overvalued: JPM's Peters
Grace Peters, head EMEA investment strategist at JPMorgan Private Bank, finds the US 10-Year Treasury overvalued on the short term as she examines market pricing of monetary policy and interest rates. She speaks on "The Pulse With...
Bloomberg
Howard Marks: You Can Get Equity Type Returns on Credit Instruments
Oaktree Capital Management co-Chairman and co-Founder Howard Marks predicts investors will transition towards fixed income assets due to increasing interest rates. This episode of "Bloomberg Wealth with David Rubenstein" was recorded...
Bloomberg
Howard Marks Sees Rates Between 2% and 4%
Oaktree Capital Management co-Chairman and co-Founder Howard Marks talks how he expects interest rates to stay relatively high for the foreseeable future and why he wants the Federal Reserve get to a more "neutral position." This episode...
Bloomberg
Howard Marks: 'Don't Underestimate the Psychological Factor' of Investing
Oaktree Capital Management co-Chairman and co-Founder Howard Marks advises weariness when it comes to forecasting the markets and says the reaction to market-shifting events is just as impactful as the event itself. This episode of...
Bloomberg
Standard Chartered WM: 'Overweight' Japan Stocks, 'Neutral' China
Abhilash Narayan, senior investment strategist at Standard Chartered Wealth Management, shares his views on Japanese and Chinese stocks. He also explains why StanChart expects the Federal Reserve to cut rates to 4.75% by Sep 2024. He...
Bloomberg
Kolanovic Says Soft-Landing Talks Resembles 2007 Cycle
Investor cheer around a looming end to the Federal Reserve's interest-rate hikes, consumer resilience, labor-market strength and prospects for an economic soft landing are similar to sentiment in 2007 ahead of the global financial...
Bloomberg
Millstein on Shutdown, Volatility, Interest Rates
Jim Millstein, Guggenheim Securities co-chairman, talks about how the unrest in Washington could impact markets and volatility. He also says 7% interest rates are possible. He speaks on "Bloomberg Markets."
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Mark Carney Expects Another Fed Rate Hike This Year
Mark Carney, the former Bank of England governor, said he expects the US Federal Reserve to raise interest rates again before the end of the year to help curb inflation. Carney spoke in an interview for "The David Rubenstein Show: Peer...
Bloomberg
JPMorgan CEO Jamie Dimon on Tech IPOs, AI, 8% Interest Rates
JPMorgan Chase Chairman and CEO Jamie Dimon comments on the health of the technology IPO pipeline, calls AI "a living, breathing thing," and explains his confidence in the firm being prepared to handle a potential worst-case scenario of...
Bloomberg
OCBC's Menon Sees US Recession in First Half of 2024
"We see a recession in the US probably sometime in the first half of next year." Vasu Menon, managing director of investment strategy at OCBC Bank, discusses Federal Reserve policy and the implications for markets. He speaks on...
Bloomberg
Markets Don't Seem Worried About Shutdown, Slok Says
Torsten Slok, Apollo Global Management chief economist, says markets don't seem too worried about a government shutdown. But he says a prolonged shutdown could have ripple effects on the economy. He's on "Bloomberg Markets."
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Shutdown Deja Vu
Michael McKee, Bloomberg International Economics and Policy Correspondent takes us through history to look at other times the government has shut down and explains this time is different.
Bloomberg
Sharma: Will See Foreign Interest in US Investment Decline In This Decade
Ruchir Sharma, Rockefeller International Chairman explains why the decades-long expansion of the US deficit could lead to decreased investor interest in US markets.
Bloomberg
Coming Around to Higher-for-Longer
Rebecca Patterson, Former Bridgewater Chief Investment Strategist says markets are coming to terms with higher-for-longer. She also explains what the Fed needs to achieve a soft landing.
Bloomberg
US Core PCE Rises at Slowest Monthly Pace Since Late 2020
The core personal consumption expenditures price index, which strips out the volatile food and energy components, rose 0.1% in August, the slowest monthly pace since late 2020, while consumer spending and income both saw a gain of 0.4%....
Bloomberg
Northern Trust's Tannenbaum on US Shutdown
Carl Tannenbaum, chief economist at Northern Trust, discusses the looming US government shutdown and the economic implications. He speaks with Bloomberg's Paul Allen and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
Manulife Investment Mgmt: China Cyclical Rebound Within Reach
Manulife Investment Mgmt Co-Head of Global Macro Strategy Sue Trinh says China's growth slowdown is largely structural, but cyclical rebound is within reach. She speaks with Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
Fed's Barkin: Too Soon to Make Call on Rates
Federal Reserve Bank of Richmond President Thomas Barkin said it's too soon to know if another rate increase will be needed, noting that headwinds from a potential government shutdown could create more uncertainty for the economy. He...