Bloomberg
Fed Story Drives Dollar, Everything Right Now: SocGen’s Juckes
Jul.16 -- Kit Juckes, chief FX strategist at Societe Generale, discusses the influence of the Federal Reserve in the FX market and overall global markets. He speaks with Francine Lacqua on “Bloomberg Surveillance Early Edition.”
Bloomberg
Haitong International Shengzu Wang on China, U.S. Economy
Oct.10 -- Haitong International Global Head of Asset Management Shengzu Wang says China is still investable, and investors should stay invested in both EM and advanced economies equities, as we are only half-way through the pandemic...
Bloomberg
UBS Global WM's Issel on Market Outlook
Sep.30 -- Hartmut Issel, Head of APAC Equities and Credit at UBS Global Wealth Management, discusses his market outlook and investment strategy. He speaks with Shery Ahn and Paul Allen on "Bloomberg Daybreak: Asia".
Bloomberg
MBMG's Gambles: Keep Building Cash Positions
Sep.09 -- MBMG Group Co-Founder & Managing Partner Paul Gambles says it could be time to forgo returns and keep building cash positions. He was speaking with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Minerd Says 'Divided' Fed Will Compromise on Taper
Sep.21 -- Guggenheim Global Chief Investment Officer Scott Minerd says the Federal Reserve won't announce a timeline for reducing asset purchases in their policy statement delivered on Wednesday. "I don't think they're going to tell us...
Bloomberg
BOJ Unlikely to Downgrade Growth Outlook, Economist Says
Sep.21 -- Martin Schulz, chief policy economist at Fujitsu, discusses Bank of Japan's policy, the state of the economy, and the upcoming leadership change in the government. The BOJ is widely seen standing pat on its key stimulus tools...
Bloomberg
Harvest Global's Kwan: Like Chinese Tech and EV Stocks
Jun.14 -- Thomas Kwan, CIO at Harvest Global Investments says he still sees opportunities in Chinese technology and electric vehicle stocks. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Bloomberg Daybreak: Asia".
Bloomberg
Westpac's Callow Sees Short-Term Support for Dollar
Jun.16 -- Sean Callow, senior currency strategist at Westpac Banking Corp., discusses Federal Reserve policy and its implications for the dollar and other currencies, Fed officials sped up their expected pace of policy tightening amid...
Bloomberg
Powell Says Fed Is in 'Active Consideration' of Tapering
Jul.15 -- Federal Reserve Chair Jerome Powell explains why the Fed's asset purchase program might last into 2023 during testimony before the U.S. Senate Committee on Banking, Housing, and Urban Affairs.
Bloomberg
Powell: Little Support for Tapering MBS Earlier Than Treasuries
Jul.28 -- Federal Reserve Chair Jerome Powell says there is little evidence of a link between MBS purchases and housing prices. He speaks at a news conference following the decision by the Fed's policy-setting FOMC to keep its benchmark...
Bloomberg
Gold Lures Investors in Rebound From Big Weekly Drop
Jun.21 -- Gold prices climbed higher following the biggest weekly loss in 15 months. Bloomberg’s Eddie van der Walt reports.
Bloomberg
Tribeca's Liu on Markets and Strategy
Aug.22 -- Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners, looks ahead to the Jackson Hole Symposium and discusses her market outlook. She speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia".
Bloomberg
Guggenheim's Minerd on Stocks, Bitcoin, Fed Tapering
Jul.21 -- Guggenheim Investments Chairman Scott Minerd talks about Bitcoin, stocks and when the Federal Reserve may start tapering. He spoke to Sonali Basak on "Bloomberg Markets: The Close."
Bloomberg
Flows Into China Will Remain Very Robust, Says ANZ’s Goh
Jun.17 -- Khoon Goh, head of Asia research at Australia & New Zealand Banking Group Ltd., discusses Fed policy, how the Fed’s hawkishness on tapering could impact central banks in Asia and his outlook for Asian markets. He speaks on...
Bloomberg
Slowdown from Delta Won’t Alter Taper Urgency, Says Fed’s George
Aug.26 -- Kansas City Fed President Esther George said policy makers should get started and begin to slow asset purchases even though the delta variant poses a risk to the U.S. economic outlook. George spoke with Bloomberg's Michael...
Bloomberg
MIT's Forbes on U.S. Jobs Report
Sep.03 -- Kristin Forbes, Professor at MIT Sloan School of Management discusses the Fed's policy outlook ahead of the U.S. jobs report. She speaks with Haidi Stroud-Watts and Kathleen Hays on "Bloomberg Daybreak: Australia".
Bloomberg
Brandywine's McIntyre Expects EM Bonds To Outperform
Aug.05 -- 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
JPM's Fitzsimmons on Markets
Laura Fitzsimmons, Executive Director, Macro Sales at JPMorgan Australia discusses markets and investment strategies. She speaks with Haidi Stroud-Watts and Shery Ahn in "Bloomberg Daybreak: Asia". (Source: Bloomberg)
Bloomberg
The Fed Has to Taper Before Raising Rates, Says Hornbach
Sep.14 -- Morgan Stanley's Matthew Hornbach says the U.S. Federal Reserve has to start tapering asset purchases before raising interest rates. He's on "Bloomberg Surveillance."
Bloomberg
RiverFront's Sandler on Markets and Fed Policy
Sep.21 -- Doug Sandler, Head of Global Strategy at RiverFront Investment Group, discusses his outlook for markets and Fed policy. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia".
Bloomberg
Evergrande Is Containable: Lombard Odier CIO
Sep.23 -- Stephane Monier, chief investment officer at Banque Lombard Odier, discusses Evergrande and China's economy, global markets and U.S. fiscal stimulus. He speaks with Bloomberg's Tom Mackenzie and Manus Cranny on "Bloomberg:...
Bloomberg
Should Traders Be Paying Attention to the Taper Conversation?
Lori Calvasina of RBC Capital Markets, Tobias Levkovich, Citi chief U.S. equity strategist, and Erin Browne, Pimco multi-asset strategy portfolio manager, talk about plans by the Federal Reserve to cut back on asset purchases. They...
Bloomberg
08:00 HKT: UBS Wealth Management Head of APAC Equities & Credit Hartmut Issel
Sep.30 -- 08:00 HKT: UBS Wealth Management Head of APAC Equities & Credit Hartmut Issel
Bloomberg
Fed Is 'Adjusting the Dials' on Inflation: Pimco's Schneider
Jerome Schneider, Pimco's head of short-term portfolio management, sees inflationary trends headed downward which will lead to the Federal Reserve will raise rates in 2023. He speaks with Bloomberg's Jonathan Ferro on "Bloomberg The...