Bloomberg
Indonesian Banks Are 'Must Own,' JPMorgan's Modi Says
Jan.15 -- Harsh Modi, co-head of financials research at JPMorgan Chase & Co., and Bloomberg Intelligence's Diksha Gera discuss the outlook for Southeast Asian banks. They speak with Haslinda Amin and Yvonne Man on "Bloomberg Markets: Asia."
Bloomberg
2020 Markets About Liquidity, Not Valuations: Longview's Watling
Jan.09 -- Chris Watling, chief executive officer and chief market strategist at Longview Economics, discusses the outlook for corporate earnings and the performance of European markets on "Bloomberg Markets: European Close."
Bloomberg
Market Correction, Buying Opportunity on U.S.-Iran Event: Credit Suisse
Jan.06 -- Burkhard Varnholt, deputy global chief investment officer at Credit Suisse, and Jane Foley, head of FX strategy at Rabobank, discuss the potential market impact of the U.S. airstrike in Iraq that killed one of Iran’s top...
Bloomberg
China Bank Earnings Will Slow Down in 2H, Says UBS’s Yan
Aug.29 -- May Yan, head of greater China financials equity research at UBS, discusses her outlook for Chinese banks in 2H, the trend for ROE, net interest margins, asset quality deterioration in the banks and the headwinds for smaller...
Bloomberg
China’s Exports Shrink; PBOC Cuts Reserve Ratio
Sep.08 -- China’s exports unexpectedly contracted in August with sales to the U.S. tumbling amid the escalating trade war between the two nations. Meanwhile, China’s central bank said it will cut the amount of cash banks must hold...
Bloomberg
Expect PBOC to Sit on Their Hands for Next Few Months, Says Trivium China’s Polk
Nov.19 -- Andrew Polk, partner and co-founder at Trivium China, discusses China’s monetary policy and what he sees the PBOC doing for growth moving forward. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
Goldman's Patel Sees Opportunities in EM, Says Liquidity Is in a Better Place
Jan.24 -- Goldman Sachs Asset Management Chair Sheila Patel discusses where she sees investment opportunities in markets. She speaks with Bloomberg’s Tom Keene at the World Economic Forum’s annual meeting in Davos, Switzerland on...
Bloomberg
Bond Market Move Screams for Fed Action, Strategas Strategist Says
Mar.03 -- Christopher Verrone, partner and head of technical and macro strategy at Strategas, says the bottoming process has begun from the impact of the coronavirus and looks to a wave of liquidity coming to markets. He speaks on...
Bloomberg
Shell Cuts Dividend for First Time Since Second World War
Apr.30 -- The oil industry is facing a "crisis of uncertainty," says Royal Dutch Shell Plc Chief Executive Officer Ben van Beurden. "Maybe even uncertainty about the viability of some of our assets," he said in an exclusive interview on...
Curated Video
Economist: US liquidity key to enduring downturn
People need financial liquidity in order to endure the long term economic disruption brought on by the coronavirus pandemic, that's according to Economist Tendayi Kapfidze (pronounced 'ten dye k pea d zay') .
Bloomberg
U.S., European Auto Markets Have Reached Peak: Moody’s
Mar.02 -- Falk Frey, senior vice president at Moody’s Germany, discusses the U.S. and European auto industry and the impact of the coronavirus on the sector. He speaks on “Bloomberg Markets: European Open.”
Bloomberg
Pricing of China Bonds Is Already Rich, Says T. Rowe Price’s Poullaouec
Oct.29 -- Thomas Poullaouec, head of multi-asset solutions for Asia-Pacific at T. Rowe Price, discusses China’s bond market and his outlook for China’s economy. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
Cowen's Solomon Says the Most Violent Market Moves Have Already Been Seen
Apr.07 -- Cowen Inc. Chief Executive Officer Jeffrey Solomon says the most severe moves in equities are behind investors and M&A fears may clear up over the next quarter. He speaks with Bloomberg's Scarlet Fu and Romaine Bostick on...
Bloomberg
Boeing Turns to Output, Jobs Cuts on Vanishing Demand
Apr.29 -- Jefferies Aerospace Analyst Sheila Kahyaoglu examines steps taken by Boeing Co. to adapt to a shrinking market for jetliners and the fallout from the coronavirus pandemic. She speaks with Bloomberg’s Guy Johnson on "Bloomberg...
Bloomberg
China Still Favored Longer Term, StanChart PB Says
Feb.12 -- Steve Brice, chief investment strategist at Standard Chartered Private Bank, discusses how the coronavirus outbreak is affecting stocks, bonds and gold. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Markets:...
Bloomberg
Mohamed El-Erian Breaks Down Coronavirus Impact Into Four Stages
Feb.28 -- Mohamed El-Erian, chief economic adviser at Allianz and a Bloomberg Opinion columnist, explains the four distinct phases he sees for markets and economies related to the spread of the coronavirus. He speaks with Bloomberg’s...
Bloomberg
Fed’s Virus Response ‘Exactly Appropriate’: Former ECB President Trichet
Mar.13 -- Former European Central Bank President Jean-Claude Trichet discusses global policy response to the coronavirus and the lack of coordination from the Group of Seven and Group of Twenty nations. He speaks with Bloomberg’s Tom...
Bloomberg
Virus Causing 'Severe' Situation in Norway, Norges Bank Governor Says
Mar.13 -- Norges Bank Governor Oystein Olsen discusses the impact of the coronavirus outbreak on Norway's economy with Bloomberg's Alix Steel and Bloomberg Opinion's Brooke Sutherland on "Bloomberg Daybreak: Americas." Sutherland's...
Bloomberg
Singapore Bank Provisions Will Likely Peak in 2021, Moody’s Investors Service Says
May.08 -- Moody’s Investors Service VP Eugene Tarzimanov believes provisions at Singapore lenders will probably only peak in 2021. He was speaking with Haslinda Amin and Yvonne Man on "Bloomberg Markets Asia".
Bloomberg
Markets Not Reflecting Economy, Says Carlyle's Jenkins
Aug.12 -- The disconnect between the real economy and financial markets due to the coronavirus pandemic is making it increasingly difficult to deploy fresh capital, according to Mark Jenkins, head of global credit at Carlyle Group Inc. ...
Bloomberg
`Bit Odd' to See Dollar So Weak, Saxo Bank's Hardy Says
Aug.17 -- John Hardy, head of FX strategy at Saxo Bank, discusses U.S.-China tensions, the Presidential election and the dollar which has been under increasing pressure since late March after the Federal Reserve pledged unlimited...
Bloomberg
Three-Month Euribor Slides to Record Low of -0.491%
Aug.20 -- Peter Schaffrik, global macro strategist at RBC Capital Markets, examines the drop in three-month Euribor to a record low less than four months after reaching a four-year high. He speaks with Bloomberg’s Francine Lacqua on...
Bloomberg
Qantas Hopes Significant Domestic Business by Year-End: CEO
May.04 -- Alan Joyce, chief executive officer at Qantas Airways Ltd., discusses raising an additional $550 million in liquidity, the potential for opening up markets outside of Australia and New Zealand, consolidation and what the...
Bloomberg
Political Tensions Weigh on Hong Kong’s Ability to Attract Capital
Jun.08 -- Today marks one year since the anti-government protests began in Hong Kong, sparked by the now withdrawn extradition bill. The still ongoing political turmoil has affected the city’s ability to do business and to keep...