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
Fed's Williams Sees 'Extremely Strong Demand' for Treasuries
Sep.02 -- Federal Reserve Bank of New York President John Williams says even the topic of raising interest rates is far off in the future.
Bloomberg
Nasdaq Seeing Beginning of ‘Blowoff Upside Phase’: BTIG’s Emanuel
Sep.01 -- Julian Emanuel, chief equity and derivatives strategist at BTIG, urges caution for investors looking to acquire shares and looks at the influence on equities of rising yields and a weakening U.S. dollar. He speaks on “Bloomberg...
Bloomberg
Delta Shares Plunge on 4Q Revenue Forecast
Jan.03 -- Helane Becker, senior research analyst at Cowen, examines the factors behind Delta Air Lines Inc's lowered revenue forecasts with Bloomberg's Vonnie Quinn and Guy Johnson on "Bloomberg Markets: European Close."
Bloomberg
Bill Miller Sees Negative Bond Returns for 'Years to Come'
Jul.27 -- Bill Miller, Miller Value Partners founder and chief investment officer, discusses his views on the fixed-income market with Bloomberg's Julie Hyman on "What'd You Miss?"
Bloomberg
Short-Duration, High-Quality Bonds Preferred, Taurus Wealth Says
Feb.05 -- Rainer Michael Preiss, executive director of client investments at Taurus Wealth Advisors Pte, talks about fixed income and gold. He speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East."
Bloomberg
S&P 500 Reaches Limit-Up Band on U.S. Futures
Mar.10 -- U.S. stock futures surged higher following Monday’s sell-off, with S&P 500 contracts reaching exchange-enforced bands that prevent further gains. Bloomberg’s Dani Burger reports on "Bloomberg Daybreak: Americas."
Bloomberg
GSAM's Swell Says 'Supply Doesn't Drive Pricing in Markets'
Aug.17 -- Mike Swell, Goldman Sachs Asset Mgmt. Global Fixed Income Portfolio Mgmt. Co-Head, tells Bloomberg's Jonathan Ferro the U.S.'s ballooning deficit implies suppressed growth and inflation in the long term. He speaks on...
Bloomberg
Billionaire Leon Cooperman Says Bond Market Is in a Bubble
May.05 -- Billionaire Leon Cooperman, chairman and chief executive officer of Omega Family Office, says inflation is going to surprise the Federal Reserve and they will be forced to raise rates in 2022. He speaks on "Bloomberg...
Bloomberg
JPMorgan's Caffrey Says Financials Are Becoming a Longer Duration Asset
Invesco's Mo Haghbin, JPMorgan Asset Management's Jack Caffrey and Megan Greene of the Harvard Kennedy School, talk about the relationship between bond yields and risk assets. They are on "Bloomberg The Open." (Source: Bloomberg)
Bloomberg
Treasury Futures Show Worrisome Sign, Interactive Brokers' Sosnick Says
Dec.23 -- In this edition of "Charting Futures," Interactive Brokers' Steve Sosnick examines with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close."
Bloomberg
How Startup Kopentech Is Disrupting CLO Underwriting
Feb.10 -- Startup KopenTech conducted an online auction recently that could revolutionize the way the biggest buyers of leveraged loans fund themselves. Bloomberg's Lisa Lee reports on "Bloomberg Markets: The Close."
Bloomberg
The Big Blue Wave Short in Treasuries
Oct.26 -- Investors are building a record short position in Treasury futures ahead of the 2020 U.S. presidential election. Bloomberg’s Sarah Ponzek reports in today’s “Futures in Focus” on "Bloomberg Markets."
Bloomberg
Stocks and Bonds Sell Off After Powell Comments
Mar.04 -- Stocks and bonds sold off after Federal Reserve Chairman Jerome Powell underwhelmed markets by refraining from pushing back more forcefully against the recent spike in Treasury yields. Powell said he’d be “concerned” by...
Bloomberg
What Oaktree's Howard Marks Thinks of Credit Markets, Fed
Aug.05 -- Howard Marks, co-founder and co-chairman of Oaktree Capital, discusses his views on credit markets and Federal Reserve monetary policy with Bloomberg's Erik Schatzker on "Bloomberg Markets."
Bloomberg
HSBC’s Major Says Calm Down, Yields Will Be Lower by Year’s End
Mar.15 -- Steven Major, global head of fixed income at HSBC, says “it’s a nonsense to talk about the real yield like it means something.” He speaks on "Bloomberg The Open."
Bloomberg
Fed's Barkin on Fedwire Outage, Inflation and Yields
Mar.01 -- Federal Reserve Bank of Richmond President Thomas Barkin discusses the Fedwire outage, inflation expectations and asset price levels with Bloomberg's Mike McKee on "Balance of Power."
Bloomberg
JPMorgan's Chang: See 10-year U.S. Treasury Yields at 1.95% By Year-End
Jul.06 -- Joyce Chang, Global Research Chair at JPMorgan says she she sees 10-year U.S. Treasury yields reaching 1.95% by year-end. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia".
Bloomberg
'Bloomberg Real Yield': Wells Fargo's George Bory
Oct.16 -- George Bory, head of fixed income strategy at Wells Fargo Asset Management, discusses the effect of the second wave of Covid-19 on Treasuries, the range on yields, and concerns over supply. He speaks with Bloomberg's Jonathan...
Bloomberg
How Do Markets Price Yellen?
Nov.23 -- Dwyfor Evans, managing director and head of Asia-Pacific macro strategy at State Street Global Markets, discusses how markets would react to Janet Yellen's expected nomination as the next U.S. Treasury secretary. He also talks...
Bloomberg
State Street Strategist Loh Says Stagflation Unlikely
Oct.06 -- Marvin Loh, senior global macro strategist at State Street, talks about investors' concerns of stagflation, the outlook for markets, and the debt-ceiling negotiations in Washington. He speaks with Haidi Stroud-Watts and Shery...
Bloomberg
Gradient's Montagne Betting on Value, REITs
Jan.05 -- Mariann Montagne, Sr. Portfolio Manager at Gradient Investments likes REITs for the yield which she says will be very hard to come by this year. She spoke to Bloomberg's Kathleen Hays and Haidi Stroud-Watts on Daybreak: Australia.
Bloomberg
Golden Equator's Preiss: Investors Focused on Valuations
Mar.04 -- Rainer Michael Preiss, Golden Equator Wealth Portfolio Strategist discusses currencies and bond markets. He speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Dan Fuss Says the Fed Has 'Quite a Bit' of Tools Left
Nov.03 -- Loomis Sayles & Co. Vice Chairman Dan Fuss says it would be counterproductive for the Federal Reserve to drive rates down to zero. He speaks during an interview on "Bloomberg Markets: The Close."