Bloomberg
Why Central Banks Are Telling Markets It's Time to Grow Up
Feb.09 -- Marcus Ashworth, a Bloomberg Gadfly columnist, discusses the current volatility tantrum on "Bloomberg Markets: European Close." (Ashworth is a Bloomberg Gadfly columnist. The opinions expressed are his own.)
Bloomberg
What the June FOMC Minutes Say About Path of Fed Policy
Jul.05 -- Ian Lyngen, BMO Capital Markets head of U.S. rates strategy, discusses the minutes from the Federal Open Market Committee's June 13-14 meeting. He speaks with Bloomberg's Julia Chatterley and Scarlet Fu on "Bloomberg Markets."
Bloomberg
Inflation Likely No. 1 Market Risk, T. Rowe Price’s Page Says
Sebastien Page, head of global multi-asset at T. Rowe Price, says “I don’t think we should necessarily fear rising rates,” as he discusses the market risk posed by inflation and examines the small cap market. He speaks on “Bloomberg...
Bloomberg
U.S. 30-Year Yield Is Below 2%, First Time Since February
Jun.21 -- Asian stocks fall while the 30-year yield slides under 2 percent for the first time since February. Sue Trinh, Senior Macro Strategist at Manulife Investment Management joins Manus Cranny on "Bloomberg Daybreak: Middle East".
Bloomberg
Rockefeller's Fleming Says Fed 'About to Move' on Tapering
Aug.23 -- Greg Fleming, President and CEO of Rockefeller Capital Management, believes the Federal Reserve will soon begin slowing its stimulus program as employment and the U.S. economy continue to rebound. Fleming spoke with David...
Bloomberg
Brewin Dolphin's Mui on $550 Billion Infrastructure Bill
Janet Mui, Investment Director at Brewin Dolphin discusses the market reaction to the multi-billion dollar infrastructure bill, which saw materials and transport stocks to gain off the back of the decision. She speaks with Manus Cranny...
Bloomberg
OPEC+ Took Path of Least Resistance: Oil Analyst McNally
OPEC+ "wanted to duck this meeting," says Rapidan Energy Group founder and President Bob McNally, as he sees this as the group's last easy meeting following Russia's invasion of Ukraine. He spoke on March 2 on "Bloomberg Daybreak: Middle...
Bloomberg
Merrill Lynch Sees Kuroda Staying Quiet on Exit
Jun.15 -- Izumi Devalier, head of Japan economics at Merrill Lynch Japan Securities, discusses what to expect from the Bank of Japan policy meeting, inflation and the potential for an exit strategy for bond purchases. She speaks on...
Bloomberg
Invesco's David Chao: Diversity to Inflation Hedged Assets
Jun.17 -- David Chao, Asia Pacific ex-Japan Strategist at Invesco Global Market, says it is important to diversity to inflation hedged assets such as TIPS, gold, energy, real estate and alternatives. He speaks to Rishaad Salamat and...
Bloomberg
VinaCapital Lowers Vietnam's EPS Growth Potential For 2021
Aug.30 -- VinaCapital is one of the largest Vietnamese asset and investment companies. Its CIO Andy Ho says his company has reduced the country's 2021 EPS growth potential by 15-20% relative to 2020. He was speaking with Juliette Saly &...
Bloomberg
RBNZ Plans to Return Cash Rate to Neutral Level of 2%: Orr
Aug.19 -- Reserve Bank of New Zealand Governor Adrian Orr talks about Federal Reserve policy and its implications for global central banks, and shares his views on inflation targeting. He also discusses the RBNZ's policy and the nation's...
Bloomberg
Principal Global Investors Kirk West Sees Strong U.S. Growth
Mar.11 -- Kirk West, Executive Director of International Business and Clients at Principal Global Investors, discusses U.S. growth and inflation. He speaks with Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
UBP: Focus On Quality And Valuation
Aug.19 -- Union Bancaire Privee Head of Equity Research for Asia Kieran Calder says he has begun shifting focus towards not only quality earnings growth prospects, but also attractive valuations. He was speaking with Haslinda Amin &...
Bloomberg
Powell Should 'Absolutely' Be Reappointed, Frenkel Says
Aug.29 -- Jacob Frenkel, former governor of the Bank of Israel who was also chairman of JPMorgan Chase International, discusses Federal Reserve policy and whether he thinks Chair Jay Powell should be reappointed. Speaking at the Fed’s...
Bloomberg
RockCreek's Beschloss on China-Afghan Relations, Fed Tapering
Aug.25 -- RockCreek founder and CEO Afsaneh Beschloss discusses how China's energy industry stands to benefit from the Taliban takeover of Afghanistan and what a tapering of Federal Reserve monetary policy could mean for global markets....
Bloomberg
1832 Asset Management's Devli on Fixed Income Focus
Feb.26 -- Rose Devli, 1832 Asset Management Portfolio Manager, discusses what she's focused on in the fixed income market. She speaks with Amanda Lang and Vonnie Quinn on "Bloomberg Markets."
Bloomberg
FOMC Minutes Show Some Fed Officials Favored Taper Talk
May.19 -- “A number of participants suggested that if the economy continued to make rapid progress toward the Committee’s goals, it might be appropriate at some point in upcoming meetings to begin discussing a plan for adjusting the pace...
Bloomberg
Abukarsh: Remain Positive on U.S. Growth
Saed Abukarsh, Senior Executive Officer at Ark Capital, discusses his investment strategy, the Omicron variant and rising inflation. He speaks with Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Summers Disagrees with Krugman on Fed's Inflation Risk
Former U.S. Treasury Secretary Lawrence H. Summers says he disagrees with fellow economist Paul Krugman's argument that the Federal Reserve should bide its time before raising interest rates because inflation will prove transitory and...
Bloomberg
China Bonds' Rally May Continue, AllianceBernstein Says
Brad Gibson, co-head of Asia Pacific fixed income at AllianceBernstein, discusses policies of U.S. and Asian central banks, and the implications for markets. He also talks about the outlook for Chinese bonds as the country’s Premier Li...
Bloomberg
Jefferies' Chen on China Banks Outlook
Shujin Chen, head of China FIG research at Jefferies, discusses her outlook for Chinese banks. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
Bloomberg
Morning Meeting: ECB Takeaways for Banks, Markets
Oct. 21 -- Marchel Alexandrovich, senior European economist at Jefferies, discusses what Thursday's comments by European Central Bank President Mario Draghi mean to banks and markets. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
Draghi: Abrupt End to Bond Purchases 'Unlikely'
Oct. 20 -- European Central Bank President Mario Draghi calls an abrupt end to the central bank's bond-purchasing program "unlikely" as he explains why it is important to wait to decide on the fate of stimulus after March. He speaks at...
Bloomberg
How the ECB Can Soften a Potential Taper Tantrum
Oct. 20 -- Alessio de Longis, portfolio manager at OppenheimerFunds, examines the European Central bank's decision to keep its quantitative-easing program unchanged and how the central bank could approach future changes to the plan. He...