Bloomberg
Dewan: No BOE Rate Changes in the Near Term
November 3 -- Bank of England Governor Mark Carney says policy makers have to make a trade-off between growth and inflation when deciding how to steer the economy. With the pound having dropped and the outlook for prices changing...
Bloomberg
A Deep Dive Into Emerging Markets With Greylock's Ferro
Dec.15 -- Diego Ferro, co-chief investment officer at Greylock Capital, examines the impact of a strong U.S. dollar on emerging markets and investment strategies for Venezuela and Argentina. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
Swell: Two-to-Three Hikes Base Outcome for Fed in 2017
Oct. 11 -- Mike Swell, co-head of global portfolio management of fixed income at Goldman Sachs Asset Management, discusses the Federal Reserve's rate hike path, the potential for another taper tantrum, and growth prospects in developed...
Bloomberg
Gauging Fed Fallout From the Global Bond Rout
Dec.02 -- With the Federal Reserve expected to hike interest rates at the December meeting, Bloomberg Intelligence's Carl Riccadonna looks at how the recent bond market rout and inflation expectations may impact the Fed's rate path going...
Bloomberg
Standard Chartered Sees Room to Run for U.S. Dollar
Nov.24 -- Eimear Daly, G-10 FX strategist at Standard Chartered, sees the reflation trade in the U.S. dollar continuing as markets price in the Federal Reserve's rate hike trajectory. She speaks with Bloomberg's Anna Edwards on...
Bloomberg
European Stocks End Down on the Day, up on the Week
Nov. 18 -- European stocks closed out the week on a losing note as the Stoxx 600 lost nearly 0.3 percent. Bloomberg's Mark Barton breaks down the day's trading on "Bloomberg Markets: European Close."
Bloomberg
Rising Inflation 'Worrying' in Weaker Eco Data, Says Sheets
Feb.20 -- Andrew Sheets, Morgan Stanley chief cross asset strategist, discusses the market impact of higher inflation and the threat of higher bond yields. He speaks with Bloomberg's Alix Steel on "Bloomberg Daybreak: Americas."
Bloomberg
Indonesia Rate Hike by 50 Basis Points 'a Possibility,' Wolf Says
Jun.28 -- Alex Wolf, senior emerging markets economist at Aberdeen Standard Investments, talks about Bank Indonesia's policy. He also discusses the potential impact of Federal Reserve policy and the trade tensions on emerging-market...
Bloomberg
Ares Capital's DeVeer Is More Worried About Valuations Than the Economy
Feb.28 -- "What we're unwinding here is a period in which the Fed provided seven or eight years of incredible stimulus" says Ares Capital Chairman Kipp DeVeer. "I don't worry so much about the economy, I worry about evaluations, because...
Bloomberg
Malaysian Bonds Look Attractive, Says AllianceBernstein’s Gibson
Sep.27 -- Brad Gibson, co-head of Asia Pacific fixed income at AllianceBernstein, discusses Malaysian bonds and his outlook for emerging market bonds. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
September's Borrowing Boom
Sep.27 -- This month has seen a record number of bond sales by blue-chip companies, incentivized by low interest rates and supercharged investor demand to refinance debt. The market priced 127 deals, surpassing September 2017’s 110...
Bloomberg
What Aramco's Big Reveal Means for the Debt Market
Apr.01 -- Jealously guarded financial data about Saudi Aramco were disclosed to bond investors for the first time on Monday. Aramco’s $111.1 billion profit in 2018 easily dwarfed all other businesses on the planet, a stunning result for...
Bloomberg
Geopolitical Risks Are Moving Into the Real Economy: BlackRock
Sep.03 -- Scott Thiel, chief fixed-income strategist at BlackRock, discusses geopolitical risks, the global economy, central bank policy and bond yields. He speaks on "Bloomberg Surveillance."
Bloomberg
BlackRock's Thiel Says the Fed Has Found Its 'Happy Place'
Sep.28 -- Italy’s fiscal challenges are providing fresh impetus to the flattening in the Treasuries yield curve, now that the biggest domestic risks are behind the U.S. bond market. The convergence of short- and long-dated U.S. yields...
Bloomberg
Value ETFs Ditched for Low-Vol, Multi-Factor Funds to Start 2019
Feb.20 -- Among factor ETFs, low volatility has attracted the largest allocation since the Dec. 24th stock-market bottom, adding $6.3 billion. Interest in low-volatility ETFs typically rises after a market drop like the one in 4Q....
Bloomberg
Leveraged Loans Are Way Beyond Where They Need to Be, Says Arena Investors’s CEO
May.22 -- Dan Zwirn, chief executive officer and chief investment officer at Arena Investors, discusses leveraged lending, where he’s finding opportunity in credit markets, where he’s seeing problems and what he likes in the U.K. He...
Bloomberg
Wells Fargo's Cisar: 'Positive View' on Corporate Credit Long Term
Jun.06 -- Winnie Cisar, fixed income strategist at Wells Fargo Securities, talks about U.S. Treasuries, the economy, and corporate credit. She speaks on "Bloomberg Daybreak: Australia."
Bloomberg
Treasuries Attractive `From a Yield Perspective,' BlackRock Says
Mar.26 -- Scott Thiel, deputy fixed income chief investment officer at BlackRock, discusses the outlook for Treasuries amid a slowing U.S. economy. He also discusses Europe-China and U.S.-China trade relations on "Bloomberg Surveillance."
Bloomberg
Global Stock Rout Reminds Investors to Look 'Under the Hood' with ETFs
Aug.14 -- The U.S. government bond market sounded alarms Wednesday as investors fleeing riskier assets drove the 30-year bond’s yield to a record low and the 10-year yield fell below the rate on the two-year for the first time since...
Bloomberg
Volatility Is Here to Stay, Says M&G’s Hanson
Aug.19 -- Tristan Hanson, multi-asset fund manager at M&G, discusses the optimism in the market, volatility and where he’s finding yield. He speaks on “Bloomberg Markets: European Open.”
Bloomberg
Asset Prices, Economy Are Disconnected: Morgan Stanley
Aug.24 -- Morgan Stanley says that there is a "great disconnect" between asset prices and economic fundamentals. Jim Caron, fixed-income portfolio manager at Morgan Stanley Investment Management, made the comments on "Bloomberg...
Bloomberg
Deutsche Telekom CEO Wants to be Number One in U.S.
Feb.19 -- Tim Hoettges, chief executive officer at Deutsche Telekom, says the telecommunications giant is aiming to overtake Verizon and AT&T in terms of U.S. market share. He spoke to Bloomberg's Matt Miller from Bonn, Germany.
Bloomberg
Municipal Bond Market Wraps Up Tough Year of 'Muted' Returns
Dec.19 -- R.J. Gallo, senior portfolio manager and head of municipal bond investment group at Federated, examines the issues that impacted the municipal bond market in 2018. He speaks with Bloomberg’s Taylor Riggs in this week’s "Muni...
Bloomberg
Corteva Will Be a Growth Company, Future CEO Collins Says
Nov.09 -- Jim Collins, future chief executive officer of Corteva, discusses the growing role of tech in farming. He speaks with Bloomberg's Ed Hammond on "Bloomberg Markets: The Close."