Bloomberg
Overweight Developed Market and China Stocks, BlackRock's Taw Says
Jun.03 -- BlackRock Head of APAC iShares Investment Strategy Thomas Taw, says he's overweight developed markets and China equities. He speaks with David Ingles and Tom Mackenzie on "Bloomberg Markets: China Open."
Bloomberg
Daybreak Europe Show Open: The Inflation Situation
May.26 -- Manus Cranny and Annmarie Hordern open "Bloomberg Daybreak: Europe" discussing taper talk and inflation.
Bloomberg
Satori Fund's Niles on Inflation and Market Volatility
Jun.03 -- Daniel Niles, Satori Fund founder & portfolio manager, discusses the U.S. inflation, tech sector and valuations. He speaks with Alix Steel on "Bloomberg Markets."
Bloomberg
TS Lombard's Blitz on Fed Policy Outlook
Jul.15 -- Steven Blitz, Chief U.S. Economist TS Lombard, discusses his outlook for Fed policy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia".
Bloomberg
Guggenheim's Minerd Says Fed Plans to 'Sit on Their Hands'
Apr.28 -- Guggenheim Global Chief Investment Officer Scott Minerd says the Federal Reserve isn't showing signs of tapering policy anytime soon. He speaks on "Bloomberg Markets."
Bloomberg
Minerd: Markets Are Too Optimistic About Fed Tapering, Rates
Apr.28 -- Guggenheim Global Chief Investment Officer Scott Minerd says the Federal Reserve will not start tapering by the fourth quarter. He speaks on "Bloomberg Markets."
Bloomberg
Breaking Down the Huge Miss in the U.S. Jobs Report
May.07 -- The April U.S. employment report misses the mark. This was, in absolute terms, certainly the biggest disappointment on record: According to the report, only 266,000 jobs were created in April, versus the consensus forecast for...
Bloomberg
Barclays's Macleod on Fed Shift, Dollar Strength
Jul.01 -- Kristen Macleod, Barclays Co-Head of Global FX Sales, discusses the implications of the Fed's shift in reaction function. She speaks with Bloomberg's Alix Steel and Guy Johnson on "Bloomberg Markets: America." (Corrects...
Bloomberg
Credit Suisse Likes Germany, Spain and U.K. Equities
Jun.15 -- Credit Suisse Senior Investment Strategist Suresh Tantia, says he likes stocks in Germany, Spain and the U.K.. He was speaking with Rishaad Salamat and Haslinda Amin on "Bloomberg Markets: Asia."
Bloomberg
Fed Will Not Mention Tapering, Says Mizuho Bank’s Varathan
Jun.13 -- Vishnu Varathan, head of economics and strategy at Mizuho Bank Ltd., discusses the upcoming Fed meeting, Bank of Japan monetary policy and PBOC policy. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
PEPP Will End in March Unless New Virus Wave Strikes: Holzmann
Jun.14 -- Austrian Central Bank Governor Robert Holzmann discusses his reaction to ECB President Christine Lagarde’s decision to end the PEPP program, Monetary policy and the possibility of tapering. He speaks exclusively on “Bloomberg...
Bloomberg
Fed Will 'Talk About Talking About Tapering': BofA's Cabana
Jun.16 -- Mark Cabana, Bank of America global research head of U.S. rates strategy, says the Federal Reserve will signal they're talking about tapering but it will be some time before they actually do. He speaks during an interview with...
Bloomberg
ADCB's Malik Says Market Will Watch Inflation Data
Jun.23 -- Monica Malik, Chief Economist at Abu Dhabi Commercial Bank discusses taper talks, inflation woes and how commodities and equities are more at risk from tapering. She speaks with Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Fed to Reiterate Transient Inflation
Jun.16 -- Mehvish Ayub, Senior Investment Strategist at SSGA discusses FOMC's policy decision at today's Fed meeting. She speaks with Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
PIMCO's Chang: Watch Australia and Korea to Move Ahead of Fed
Jun.16 -- Stephen Chang, Managing Director and Portfolio Manager for Asia at PIMCO expects communication from the Fed will help prepare the market and doesn’t see a big surprise relative to 2013 tapering disruption. He speaks with Haidi...
Bloomberg
Fed's Growing 2021 Taper Chorus
Aug.05 -- Paul Gambles, Co-Founder & Managing Partner of MBMG Group discusses the possibility of the Fed tapering its assets as Mary Daly, President, Federal Reserve Bank of San Francisco, says tapering could start as early as this year....
Bloomberg
How Would Fed Tapering Impact Markets?
Aug.25 -- Investors are waiting for the Jackson Hole symposium to start to see if Federal Reserve Chair Jerome Powell hints at how and when officials will start pulling back its bond market support. Bloomberg's Gina Martin Adams, James...
Bloomberg
Chinese Markets Offer Some Real Valuation: Oreana’s Poole
Sep.01 -- Isaac Poole, global chief investment officer and portfolio manager at Oreana Portfolio Advisory Services, discusses Asian markets, his investment strategy and where he’s finding opportunity. He speaks on “Bloomberg Markets:...
Bloomberg
Lockhart: Fed Committee Is 'Very Steady,' Won't Rush Into Action
Jul.28 -- Former Federal Reserve Bank of Atlanta President Dennis Lockhart discusses the central bank's policy and the U.S. economy. Fed officials are moving closer to when they can start reducing massive support for the U.S. economy,...
Bloomberg
'The Lady Isn’t Tapering,' ECB's Lagarde Says
Sep.09 -- European Central Bank President Christine Lagarde says the decision to reduce the pace of its pandemic bond-buying program didn't amount to a taper. “The lady isn’t tapering,” she said, describing the ECB’s decision on Thursday...
Bloomberg
Brandywine Global's McIntyre Expects EM Bonds to Outperform
Aug.08 -- Brandywine Global Porfolio Manager Jack McIntyre, believes generally, emerging market bonds have priced in more inflation expectations and still trade at solid risk-adjusted spreads relative to developed market bonds. He was...
Bloomberg
How Will Jackson Hole Matter for Assets?
Aug.22 -- Christopher Smart, chief global strategist at Barings, discusses Federal Reserve policy, the U.S. infrastructure bill, and the implications for financial markets. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
SEB Sees U.S. 10-Year Yield Towards 1.50% By End 2021
Sep.03 -- SEB Head of Asia Strategy Eugenia Victorino sees a gradual increase of the U.S. 10-year yield towards 1.50% by the end of this year. She was speaking with Juliette Saly and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Northwestern's Schutte Sees Cyclicals Leading Market Rally
Sep.08 -- Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management Co., expects equity markets to rally by the end of 2021 as concerns over economic growth and Covid-19 subside. "Think value stocks, think small...