Bloomberg
Markets in 3 Minutes: Confusing BOJ Was Overall Hawkish
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets: Today."
Bloomberg
BOJ Said to See Little Need to Act on Yield Curve Control
Bank of Japan officials are said to see little urgent need to address the side effects of its yield curve control program at this time. The central bank is scheduled to deliver its latest policy decision next Friday. Valerie Tytel...
Bloomberg
Will BOJ Tweak Yield Control This Month?
The Bank of Japan will probably adjust its yield curve control program at its policy meeting this month given that inflation is stronger than expected, according to Hideo Hayakawa, a former executive director at the bank. Mark Cranfield...
Bloomberg
BlackRock's Carney: Munis Might Lag If Treasuries Rally
Sean Carney, BlackRock's head of municipal strategy, says strong technicals and weak Treasuries are responsible for the current success of municipal bonds, but if Treasuries keep rallying munis may not be able to keep up. He speaks on...
Bloomberg
Market Expectations Not Adapting to Reality: PGIM's Tipp
"We're having a failure of expectations to adapt to reality," PGIM Fixed Income Chief Investment Strategist Robert Tipp says, Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Tipp also says he sees a "productive"...
Bloomberg
Yen Strengthens Through 140 Per Dollar
Yen bulls that have reaped nothing but disappointment in 2023 are finally eyeing gains as the currency climbs to its strongest in months. Mark Cranfield reports on Bloomberg Television.
Bloomberg
HSBC's Major Says 10-Year Yield Levels Are at the Top of the Range
Steven Major, global head of fixed income research at HSBC, discusses the outlook for Treasuries. "It's difficult really to imagine yields making a break above 4% on a sustained basis," Major said on Bloomberg Television when commenting...
Bloomberg
CalSTRS Ailman Says a Recession Is Coming
Christopher Ailman, chief investment officer for the California State Teachers' Retirement System, says he still thinks a recession is coming and this is the year to pay attention to the bond market. He's on "Bloomberg Markets: The...
Bloomberg
Schwab's Jones Sees 'Room Still' for Yields to Fall
Kathy Jones, chief fixed income strategist at Charles Schwab, sees "some total return in addition to the coupon" for fixed income investors over the next 12 months. She speaks with Tom Keene on "Bloomberg Surveillance."
Bloomberg
Investors Should Be Defensively Positioned: Mitra
"We're still suggesting to our clients to be defensively positioned, pick up more duration, underweight equities and stay neutral in credit." Aninda Mitra, head of Asia macro and investment strategy at BNY Mellon Investment Management,...
Bloomberg
JPMorgan's Michele: September Rate Cut Still on Table
Bob Michele, JPMorgan Asset Management global fixed income CIO, says he still sees a recession by the end of the year and expects capital appreciation in bonds during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Quadratic's Davis on Fed, Fixed Income Strategy
Quadratic Capital Management founder and CIO Nancy Davis discusses US job data, Fed's path, and her latest fixed income strategies. She speaks with Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
US Consumer Spending and Inflation Pick Up
The personal consumption expenditures price index rose a faster-than-expected 0.4% in April as the core PCE index increased 0.4%. Mike McKee breaks down the numbers on "Bloomberg Surveillance."
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Bloomberg
PGIM's Peters Sees No Recession Reward in Yield Curve
Greg Peters, co-CIO at PGIM Fixed Income, says the yield curve feels like it's "mispriced" and already pricing in a recession. He speaks on "Bloomberg Surveillance."
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Bloomberg
Fed Will Still Raise Rates 25 Basis Points: Kudla
David Kudla, chief executive officer and chief investment strategist at Mainstay Capital Management, discusses Federal Reserve policy following the collapse of Silicon Valley Bank, his investment strategy and where he's finding...
Bloomberg
Expect Brent to Reach $85 a Barrel for 2023: Darling
Scott Darling, managing director at Haitong International, discusses the results of China's energy companies, where he's finding opportunities in the energy sector and his outlook for oil. He speaks on Bloomberg Television.
Bloomberg
Gundlach Warns Recession to Start in Few Months, Fed to Cut Rates
Doubleline Capital's Jeffrey Gundlach expects a US recession will start in a few months, and that the Federal Reserve will need to respond "very dramatically." He made the comments in an interview on CNBC on Monday. Valerie Tytel reports...
Bloomberg
Credit Spreads Could Widen Out From Here: UBP's Nip
Anitza Nip, head of fixed income research Asia at Union Bancaire Privee, discusses bond market volatility, the risk of a recession in the US and where she's finding opportunity. She speaks on Bloomberg Television.
Bloomberg
What to Watch in the March US Employment Report
Kailey Leinz takes a look at what to watch for in the March US employment report after initial jobless claims decreased by 18,000 to 228,000 in the week ended April 1. She speaks on "Bloomberg The Open."
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Bloomberg
Muni Bonds Poised to Do Really Well: Neuberger's Iselin
Jamie Iselin, Neuberger Berman's head of municipal fixed income, explains why he thinks muni bonds are attractive right now on "Bloomberg Markets: The Close."
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Bloomberg
Morgan Stanley Sees Liquidity-Related Tension in Banking
Vishy Tirupattur, chief fixed income strategist at Morgan Stanley, says, "we will not be so confident that the challenges from March in the banking sector are behind us," as he sees lingering tension related to liquidity. He speaks on...
Bloomberg
HSBC's Major: Difficult to See UST 10Y Yield at 4% Again
Steven Major, global head of fixed income research at HSBC, says 10-year US Treasury yields in the 3.56%-3.75% range are a "good entry level" for bond investors. "I think it's very difficult to imagine us getting back to 4% on the...
Bloomberg
JPMorgan's Juvyns on Long-Term Investment
Across markets, the unwinding of years of easy monetary policy has been abrupt, and left few asset classes unscathed. But JPMorgan reckons that lower valuations and higher yields mean that markets today offer the best potential long-term...
Bloomberg
A lack of Cuts Is As Good As A Hike: Jersey
Ira Jersey, Chief US Rates Strategist for Bloomberg Intelligence breaks down the impact of April's US Jobs data on the Fed and Markets