Bloomberg
BlackRock's Cohen Says Rally in Emerging-Market Assets Has 'Further to Go'
Mar.14 -- Stephen Cohen, head of EMEA iShares at BlackRock, talks about emerging-market assets, the trade spat between the U.S. and China, the global economy and central banks' policies. He speaks on "Bloomberg Daybreak: Asia."
Bloomberg
Market Is Fairly Valued Here on Earnings Expectations, Hogan Says
Apr.25 -- Art Hogan, chief market strategist at National Holdings Corp., discusses where he sees value in the markets. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
HSBC Slashes Bund Yield Forecast, Sees Case for March TLTROs
Feb.18 -- Daniela Russell, head of U.K. rates strategy at HSBC, discusses the euro-zone economy, German bund yields and the possibility of the European Central Bank introducing a new round of targeted longer-term refinancing operations,...
Bloomberg
Wells Fargo's McMillion Sees 7% Upside for Emerging Markets
Mar.08 -- Tracie McMillion, Wells Fargo Investment Institute head of global asset allocation strategy, discusses U.S. 10-year Treasury yields, emerging markets, and equities investment strategy. She speaks with Bloomberg's Vonnie Quinn...
Bloomberg
Fed’s Bullard Opens Door to a Rate Cut
Jun.03 -- The global march to lower interest rates is gaining momentum. St. Louis Fed President James Bullard says the U.S. may need a rate cut soon, and the Reserve Bank of Australia is getting ready to end its unprecedented pause and...
Bloomberg
JPMorgan Slashes U.S. Yield Forecast
Jun.05 -- Walter Todd, chief investment officer at Greenwood Capital, and Alex Roever, head of U.S. rates strategy at JPMorgan Securities, discuss Federal Reserve monetary policy and the impact on markets. They speak with Bloomberg's...
Bloomberg
Euro-Zone Linkers `Too Cheaply Priced,' Cazenove's Mui Says
Jul.22 -- Janet Mui, global economist at Cazenove Capital, discusses the euro-zone economy and why she sees opportunity for inflation-linked bonds. Mike Bell, global market strategist at JPMorgan Asset Management, also speaks on...
Bloomberg
Attractive Real Yields Still Exist in Emerging Markets: Invesco
Jul.22 -- Brian Levitt, global market strategist for North America at Invesco, discusses credit market opportunities in emerging economies. He speaks with Bloomberg's Nejra Cehic on "Bloomberg Surveillance."
Bloomberg
Bloomberg Market Wrap 8/2: Gold Prices, German Bund Yields
Aug.02 -- Bloomberg market reporters take a deep dive into all of today's action.
Bloomberg
AlphaShark's Keene Sees Stocks Going Higher, Has Options Play for the SPY
Jul.17 -- On this edition of "Options Insight," AlphaShark Trading's Andrew Keene discusses the outlook for U.S. stocks and his investment strategy with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close."
Bloomberg
David Kotok Sees Markets Adjusting to Trouble From a Trifecta of Risk
Aug.07 -- David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the three issues creating market risk and the impact of a global race to zero. He speaks on "Bloomberg Markets."
Bloomberg
Honda, Yum China Favored, Antipodes' Bangia Says
Jun.20 -- Sunny Bangia, deputy portfolio manager at Antipodes Partners, talks about Japanese stocks and bonds. He also shares his views on China's monetary policy, the economy and stocks on "Bloomberg Daybreak: Asia."
Bloomberg
Investment-Grade, High-Yield Financials Favored: Western Asset
May.07 -- Prashant Chandran, portfolio manager at Western Asset Management, talks about Federal Reserve policy and the opportunities he sees in bond markets. Chandran is co-manager of the $1.4 billion Western Asset Macro Opportunities...
Bloomberg
Economist Rupkey Says 'I Don’t Really Like the Bond Market Rally'
May.30 -- Chris Rupkey, chief financial economist at MUFG Union Bank, discusses the current bond market rally as he says the U.S. 10-Year yield "feels too low." He speaks on "Bloomberg Surveillance."
Bloomberg
Dwane: Draghi Is Trying to Bind the Hands of His Successor
Jun.18 -- Neil Dwane, global strategist at Allianz Global Investors, discusses comments made by Mario Draghi and the outlook for the ECB. He speaks with Bloomberg's David Westin and Alix Steel on "Bloomberg Daybreak: Americas."
Bloomberg
Investors Dust Off the Crisis Playbook
Jun.19 -- While policy makers crack open their crisis-era toolkit, so too are traders. Investors are refreshing their portfolios to prepare for a return to global dovishness. Quantitative easing trades are sweeping markets as the pile of...
Bloomberg
Al Mal Capital’s CIO Is Bullish on Emerging Market Debts
Jun.11 -- Charles-Henry Monchau, chief investment officer at Al Mal Capital, discusses the emerging market bonds and where he’s finding opportunity. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
Long-Term Story Is `China Vs. Everyone,' UBS Says
May.23 -- Geoffrey Yu, head of the U.K. investment office at UBS Wealth Management, and Scott Thiel, chief fixed income strategist at BlackRock, discuss U.S.-China trade tension and its impact on markets. They speak on "Bloomberg...
Bloomberg
The Rate Cut Debate: The Devil is in the Retail?
Jun.14 -- U.S. stores and factories reported a pickup in activity last month, suggesting the economy is humming along without an urgent need for the Federal Reserve to cut interest rates. JPMorgan's Oksana Aronov, Northern Trust's Colin...
Bloomberg
'Huge Appetite' for Ontario Green Bonds, Finance Minister Says
Jun.11 -- Ontario Finance Minister Victor Fedeli discusses the province's new bond issuance with Bloomberg's Amanda Lang on "Bloomberg Markets."
Bloomberg
Are U.S. Real Yields Headed to Zero?
Jun.20 -- Mike Schumacher, head of rate strategy at Wells Fargo Securities, Gershon Distenfeld, co-head of fixed income at AllianceBernstein, and Peter Tchir, head of macro strategy at Academy Securities, discuss the impact of Federal...
Bloomberg
U.S. Yields Look Attractive From Global Perspective, Says Kempen Capital’s Salomons
Aug.13 -- Roelof Salomons, chief strategist at Kempen Capital Management, discusses bond yields and the U.S. yield curve. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
Sterling and U.K. Stocks Are Cheap, Says Neil Dwane
Aug.12 -- Neil Dwane, Allianz Global Investors global strategist, and Janet Mui, Cazenove Capital global economist, discuss U.K. stocks, the British pound and the Italian economy. They appear on "Bloomberg Surveillance."
Bloomberg
Bull Market Still Mid-Cycle, Fed Cuts Will End Yield Inversion: Baird
Aug.15 -- Patrick Spencer, Baird vice chairman of equities, discusses investment strategy and the outlook for the bond and equity markets on "Bloomberg Markets: European Close."