Bloomberg
What S&P's PMI Report Signals for the ECB and Fed
S&P Global Market Intelligence Chief Business Economist Chris Williamson discusses the key takeaways from the S&P's August PMI report with Guy Johnson and Alix Steel on "Bloomberg Markets."
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Bloomberg
Evercore's Schlosstein Sees No Fed Rate Cuts in 1H of 2024
Evercore Chairman Emeritus Ralph Schlosstein says he expects the Federal Reserve to hold interest rates "higher-for-longer," with any policy easing unlikely until the second-half of next year. "They're going to be very careful not to...
Bloomberg
The Countdown to Jackson Hole
Wall Street will be watching the Kansas City Fed's annual symposium in Jackson Hole, Wyoming very closely this week. The main event comes Friday when Federal Reserve Chair Jay Powell delivers his speech to central bankers. Bloomberg's...
Bloomberg
NFJ Investment Group's McKinney on US Markets
NFJ Investment Group's McKinney on US Markets Burns McKinney, Senior Portfolio Manager at NFJ Investment Group, discusses his outlook and investment strategies for US markets. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak...
Bloomberg
BNP Paribas: Would Play AI Theme From a More Diversified Approach
Grace Tam, chief investment advisor at BNP Paribas Wealth Management Hong Kong, explains why she favors Japanese stocks. She also shares her views on the artificial intelligence theme. She speaks with Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
US Downgrade Had Muted Impact on Munis: Truist's Hughey
Chip Hughey, Truist managing director of fixed income, discusses the potential impact of the US credit downgrade and Federal Reserve monetary policy on the municipal bond market with Sonali Basak and Scarlet Fu on "Bloomberg Markets: The...
Bloomberg
UBS Says Bonds Still 'Most Preferred Asset Class'
Kelvin Tay, regional chief investment officer at UBS Global Wealth Management, discusses Federal Reserve policy and the implications for financial markets. He also talks about the state of China's economy with Paul Allen and Shery Ahn on...
Bloomberg
Fed Has Already Gone Too Far: Kayne Anderson's Rabil
"We're in for a rough road ahead," Kayne Anderson Capital Advisors CEO Al Rabil says. Speaking on "Bloomberg Markets: The Close," Rabil also comments on the private credit market.
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Bloomberg
Kayne Anderson's Rabil on Rates, Banks, Private Credit
Kayne Anderson Capital Advisors CEO Al Rabil discusses the outlook for the US economy, private capital and regional banks on "Bloomberg Markets: The Close."
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CalPERS CIO: Inflation Is Impacting the Portfolio
CalPERS Chief Investment Officer Nicole Musicco says the largest public pension in the United States is focused on thinking long term, rather than trying to time the market's interest rate fluctuations. This episode of "Bloomberg Wealth...
Bloomberg
Current Yields Are Sustainable, Vincent Reinhart Says
"The policy rate is going to rest on a high plateau for a while and that's going to feed into longer-term yields," Vincent Reinhart, Dreyfus & Mellon chief economist and macro strategist, says during an interview with Lisa Abramowicz on...
Bloomberg
Fed Will Keep Rates at a Plateau, Vincent Reinhart Says
Vincent Reinhart, Dreyfus & Mellon chief economist and macro strategist, says the Federal Reserve is waiting for the lag effects of monetary policy to play through and won't be cutting as early as most think during an interview with Lisa...
Bloomberg
Fidelity Says Bond Market Is Increasingly Becoming Attractive
"We haven't seen real yields this positive in a very, very long time. So that definitely means that the bond market is increasingly becoming attractive." George Efstathopoulos, portfolio manager at Fidelity International, discusses...
Bloomberg
State Street Favors US Stocks, 'Cautious' on Asia
Lori Heinel, global chief investment officer at State Street Global Advisors, shares her view on financial markets, Federal Reserve policy and the US economy. She also discusses the outlook for China's economy and the implications for...
Bloomberg
The Boom Is In The Vibes
Too many market watchers were late to see last year's vibecession. Now the vibes are saying something else about the economy, if you are paying attention. Bloomberg Opinion contributor Kyla Scanlon, who called the vibecession more than a...
Bloomberg
Fed Will Hold to 2% Inflation Target, Claudia Sahm Says
Claudia Sahm, founder of Sahm Consulting and a former Federal Reserve economist, previews the Kansas City Fed's Jackson Hole Economic Symposium this week on "Bloomberg Surveillance."
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Emanuel: This Is Not the End of a Bull Market Run
Evercore ISI's Julian Emanuel shares his thoughts on what events investors should watch this week. He says "this is not the end of a bull market run" on "Bloomberg Surveillance."
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Markets in 3 Minutes: More Steepening to Come From Jackson Hole
Mark Cudmore and Tom Mackenzie break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Pricing in Climate Outcomes
A year after the Inflation Reduction Act, the US economy is still trying to get inflation under control, but one pocket of the UK economy might have won the fight.
Bloomberg
Kroszner on Inflation, The Economy, Mortgage Rates
Former Federal Reserve Governor, Randall Kroszner, gives his insight on the decline in inflation and whether fiscal or monetary policy can be attributed to it. Kroszner also talks about why expenses are still high for most Americans,...
Bloomberg
Rosenberg: The Recession Has Been Delayed, Not Derailed
David Rosenberg, Rosenberg Research founder, says a US recession has been delayed, not derailed. He speaks on BNN Bloomberg on Aug. 17 about his outlook for the economy.
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Bloomberg
What Will Fed Chair Jay Powell Say at Jackson Hole?
Federal Reserve Chair Jerome Powell will speak next Friday at the Kansas City Fed's Jackson Hole Economic Policy Symposium, the US central bank said. All of Wall Street is now waiting to hear what he says.
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Bloomberg
10-year Yield Breaches 4%
Steve Rattner, Willett Advisors CEO and Lawrence H. Summers, Former Treasury Secretary discuss the yield on the US 10-year government bond breaching 4% and dive into the factors affecting the 10-year yield.
Bloomberg
Concerns Over Entrenched Inflation
Chris Ailman, CalSTRS CIO and Sonal Desai, Franklin Templeton Fixed Income CIO look at the supply and demand of treasuries and the global sell-off in bonds. They also explain the importance of Japan as the largest holder of treasuries...