Bloomberg
Siegel: Nothing in the Bond Market Is Attractive
Jeremy Siegel of the Wharton School talks about his market outlook for 2022. He's on "Bloomberg Markets: The Close."
Bloomberg
What's the Big Idea? Beware the ‘Convexity Hedging Beast’
Aug.19 -- Bond yields have been plunging again, raising questions about what the market is implying about the future of the U.S. economy. But a technical factor could be exacerbating the dramatic moves. Analysts at JPMorgan and TD...
Bloomberg
Kaisa Yet to Make Bond Payments After Grace Period Ends
The stresses on China's property sector continue to mount with two kinds of bond coupon payments overdue. In the meantime, China Evergrande Group is reportedly being sued for more than $13 billion. We are hearing now that regulators are...
Bloomberg
Outlook for Bonds Looks Attractive, Andrew Balls Says
Andrew Balls, CIO for global fixed income at Pacific Investment Management Co. (Pimco), says a shallow recession is priced in to financial markets. He speaks with Jonathan Ferro on "Bloomberg The Open."
Bloomberg
Core Bond Funds 'Quite Positive' in Medium Term: Pimco's Balls
Andrew Balls, CIO for global fixed income at Pacific Investment Management Co. (Pimco), sees "very, very interesting return potential over the next coming year" for core bond funds. He speaks with Francine Lacqua on "Bloomberg...
Bloomberg
EM Insight: Curious Correlations and What Investors Can Do About Them
Jul.05 -- The Federal Reserve is normalizing monetary policy, but financial markets -- especially emerging markets -- are far from becoming normal. Some traditional correlations are breaking down while unusual ones take hold. That's...
Bloomberg
Be Very, Very Careful in Bond Market, Says Daoud
Ameriprise Financial Opus: Advice First CEO Nancy Daoud says be "very, very careful" in the bond market. She's on "Bloomberg Markets: The Close."
Bloomberg
El-Erian: Coming to Last Phase of Dollar Strength, Yield Surge
Mohamed El-Erian, chief economic adviser at Allianz and Bloomberg Opinion columnist, talks US dollar strength and the global bond market rout with Francine Lacqua on "Bloomberg Surveillance Early Edition." His opinions are his own.
Bloomberg
What the Volatility in Treasuries Means for Munis
Jennifer Johnston, Franklin Templeton's director of municipal bond research, discusses how the volatility in Treasuries impacts municipal bonds and where she is seeing the best opportunities in the credit market. She speaks with...
Bloomberg
Fed Less Than Halfway Through Hikes: JPMorgan's Michele
"There's a lot of impatience in the market to take advantage of the repricing. We're not even in the recession yet. Let's wait until we get there," JPMorgan Asset Management Global Fixed Income CIO Bob Michele says during an interview...
Bloomberg
Brexit Amps Up Asset Correlations
July 6 -- It's back to the drawing board for investors who are just getting used to markets moving independently. The U.K.'s surprise vote to quit the EU rekindled the lockstep moves between U.S. stocks and other assets. Bloomberg's...
Bloomberg
The Thirst for Yield Hits ETFs
Sep.12 -- Investors are piling into a fund focused on long-duration Treasury bonds amid bets that interest rates on short-term U.S. debt will stay low. The iShares 20+ Year Treasury Bond ETF, known as TLT, took in $1.6 billion last week,...
Bloomberg
How Long Can Stocks Ignore an Inverted Curve?
How long can stocks ignore an inverted curve? Kailey Leinz and Guy Johnson asked Linda Duessel, Federated Hermes Senior Equity Strategist, Monday morning on "Bloomberg Markets: America."
Bloomberg
Edward Jones' Mahajan Sees 8%-9% Earnings Growth in 2022
Mona Mahajan, senior investment strategist at Edward Jones, says she sees "positive signs" for U.S. equity markets due to the lack of negative corporate earnings revisions. "We'll get moderation but we're still looking at 8 to 9 percent...
Bloomberg
Goldman, BlackRock Turn Bearish on Stocks
Rising global recession risks have pushed both Goldman Sachs Group Inc. and BlackRock Inc. to take a bearish stance on equities in the short term. Dani Burger reports on Bloomberg Television.
Bloomberg
Bill Dudley Says Fed Might Need to Force Stocks to Fall
Former Federal Reserve Bank of New York President Bill Dudley says the Fed "hasn't really accomplished much yet" with its efforts to control inflation, and will need to tighten financial conditions to push bond yields higher and stock...
Bloomberg
Long-Duration Munis Very Attractive: Schwab's Kathy Jones
Kathy Jones, chief fixed-income strategist at Charles Schwab, explains her bond market investment calls on "Bloomberg Markets."
Bloomberg
PGIM's Collins: Fed Rate Returning to Zero in 3-5 Years
PGIM Fixed Income Senior Portfolio Manager Michael Collins says markets have already priced in a funds rate of 3.25% and then almost 100 basis points of rate cuts after that. He speaks on "Bloomberg Surveillance."
Bloomberg
Bagla: Inflation Unlikely To Come Down
Sandeep Bagla, CEO of Trust Mutual Fund - a debt fund house that invests in fixed income instruments - believes inflation unlikely to come down due to high commodity prices, build up of wage pressures. He was speaking with Haslinda Amin...
Bloomberg
El-Erian Expects Further Pressure on Yield Curves
Feb.19 -- Mohamed El-Erian, a Bloomberg Opinion columnist, says duration risk is interesting but liquidity risk should be the focus of investors and adds that the Federal Reserve is in a tough spot as yield curves continue to steepen. He...
Bloomberg
What Changing State Demographics Mean for Economic Growth
Oct.09 -- Arlene Bohner, Fitch Ratings head of state and local government ratings, takes a look at the changing state of demographics and what it means for economic growth. She speaks with Bloomberg's Taylor Riggs on "Bloomberg Markets."
Bloomberg
Pressure on BOJ, Flattening Yield Curve: 3-Minute MLIV
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
Bloomberg
Treasury Yields Rise in Anticipation of Fed Rate Hikes
Investors at the Treasury's first bill auctions of the year devoured the three- and six-month offerings even as fixed-income markets continue to reinforce Fed rate-hike expectations. Bloomberg's Alex Harris reports on "Bloomberg Markets:...
Bloomberg
Dollar-Oil Correlation Won't Change, Jerome Levy's Thiruvadanthai Says
Dec.20 -- Srinivas Thiruvadanthai, Jerome Levy Forecasting Center research director, discusses the market reaction to the Federal Reserve's decision to raise interest rates and the outlook for the U.S. dollar, oil prices and the global...