Bloomberg
SocGen Has One of the Most Bullish Calls on Treasuries in 2020
Dec.18 -- Alain Bokobza, head of global asset allocation at Societe Generale, discusses the U.S. economy, Federal Reserve policy and the outlook for Treasuries, equities, gold and the dollar in 2020. He speaks on "Bloomberg Daybreak:...
Bloomberg
S&P 500 Heads for Biggest Drop in Almost Two Months
Oct.28 -- Stocks tumbled in the U.S. and Europe as rising coronavirus infections and tougher lockdowns added to worries about the economic hit from the pandemic. Mark Andersen, co-head of global asset allocation at UBS, still says this...
Bloomberg
Global Equities a Little Rich on Long-Term Yields: State Street’s Lacaille
Nov.09 -- Rick Lacaille, global chief investment officer at State Street Global Advisors, discusses the impact of long-term yields on global equity valuations. He speaks with Bloomberg’s Tom Keene on “Bloomberg Surveillance.”
Bloomberg
Bonds Saw Spectacular Move Higher in Yields: SocGen’s Rajappa
Nov.10 -- Subadra Rajappa, head of U.S. rates strategy at Societe Generale, sees a departure from bonds into risky assets with a lot of cash on the sidelines that needs to be put to work. She speaks on “Bloomberg Surveillance.”
Bloomberg
Can U.S. Equities Repeat 2019's Gains?
Dec.30 -- Mike Gallagher, managing director of macro and strategy at Continuum Economics, discusses the outlook for high-yield bonds and U.S. stocks in 2020. He speaks on "Bloomberg Surveillance."
Bloomberg
Fed's Mester Says Yield-Curve Control Is a Discussion for a Future Phase
May.29 -- Federal Reserve Bank of Cleveland President Loretta Mester says she doesn’t think the central bank is close to a decision on targeting Treasury yields, a policy known as yield-curve control. She speaks with Bloomberg's Jonathan...
Bloomberg
The Yield Curve Is Moving With Risk and Virus Outlook, Says BofA's Cabana
Jun.11 -- Mark Cabana, Bank of America Securities head of U.S. rates strategy, talks about where he sees the yield curve moving. He appears on "Bloomberg Markets."
Bloomberg
Yardeni Sees 'Tug-of-War' Between Fed and Bond Market
Oct.22 -- Ed Yardeni, president and chief investment strategist at Yardeni Research, says the Federal Reserve will be very concerned and may act if the bond yield moves above 1% and is advising clients to stay in U.S. equities. He speaks...
Bloomberg
Fed Willing to Run Economy Hot, Pimco's Kiesel Says
Aug.28 -- Mark Kiesel, co-manager of Pacific Investment Management Co.’s flagship $71 billion Total Return Fund, says the Federal Reserve has been "unbelievably supportive" for markets and this will eventually lead to a steeper yield...
Bloomberg
Stifel CEO Discusses Rising Market Volatility
Oct.28 -- Stifel CEO Ron Kruszewski discusses earning results and rising volatility in the market. He speaks with Vonnie Quinn and Amanda Lang on "Bloomberg Markets".
Bloomberg
Move in Yields Has Been Healthy, Fundamental: Joshua Younger
Mar.30 -- With the Biden administration rolling out plans to accelerate the vaccine campaign and rebuild U.S. infrastructure, investors are doubling down on bets on the U.S. economic recovery. Joshua Younger, head of U.S. interest-rate...
Bloomberg
2% 10-Year Bond Yield in Play This Year, Says Wells Fargo
Mar.19 -- Michael Schumacher, Wells Fargo senior macro strategist, talks about rising bond yields and says the yield on the 10-year could hit 2% this year. He's on "Bloomberg Surveillance."
Bloomberg
Fed ‘Thinking Very Hard’ About Yield-Curve Control, Williams Says
May.27 -- Federal Reserve Bank of New York President John Williams says the Fed will use all of its available tools to best achieve its maximum employment and price stability goals. He speaks during an interview with Bloomberg's Jonathan...
Bloomberg
Fed's Williams on Economic Recovery, Yield Curve and Monetary Policy
May.27 -- Federal Reserve Bank of New York President John Williams discusses the outlook for the U.S. economy and monetary policy amid the Covid-19 pandemic. He speaks with Bloomberg's Jonathan Ferro and Mike McKee on "Bloomberg The Open."
Bloomberg
Loomis Sayles' Fuss Doubts U.S. Will Arrive at Negative Yields
Jun.09 -- Loomis Sayles & Co. Vice Chairman Dan Fuss says the Federal Reserve has been clear they don't want negative yields. He speaks with Bloomberg's Caroline Hyde and Romaine Bostick on "Bloomberg Markets: The Close."
Bloomberg
Loomis Sayles' Fuss on Negative Yields, Corporate Credit
Jun.09 -- Loomis Sayles & Co. Vice Chairman Dan Fuss says the Federal Reserve has been clear they don't want negative yields and he sees rates staying low for some time. He speaks with Bloomberg's Caroline Hyde and Romaine Bostick on...
Bloomberg
Credit Suisse Still `Cautiously Risk-On' in Equities
Dec.14 -- Credit Suisse Global Chief Investment Officer Michael Strobaek discusses the outlook for inflation expectations, bond yields and equities in 2021. He speaks on "Bloomberg Surveillance."
Bloomberg
JPM’s Normand Sees Fed Taper Talk as Biggest Worry for Markets
Apr.27 -- John Normand, head of cross-asset fundamental strategy at JPMorgan, discusses his near-term concerns about economic data motivating the Federal Reserve to talk about tapering, and the market influence of earnings. He speaks...
Bloomberg
Yields Could Move a Little Bit Higher: JPMorgan’s Stealey
Feb.26 -- Iain Stealey, international fixed income chief investment officer at JPMorgan Asset Management, discusses the selloff in the bond market, Fed policy and what it means for risk assets. He speaks on “Bloomberg Markets: European...
Bloomberg
Fed Is 'Only Game in Town,' Janus' Maroutsos Says
Dec.04 -- Nick Maroutsos, Janus Henderson's head of global bonds, says there may be more Federal Reserve easing in the form of yield-curve control. He speaks on "Bloomberg Markets."
Bloomberg
BlackRock Looks for ‘Spectacular’ Earnings From Blowout Economy
Feb.23 -- Russ Koesterich, global allocation fund portfolio manager at BlackRock, discusses the impact of a stronger U.S. economy on earnings and yields. He speaks on “Bloomberg Surveillance.”
Bloomberg
BTIG’s Emanuel Preps for ‘Most Important Day for Markets in 2021’
Apr.28 -- Julian Emanuel, chief equity and derivatives strategist at BTIG, discusses the multiple events happening Wednesday that could have a major impact on markets and makes the bull case for acquiring shares in the current market. He...
Bloomberg
Europe’s Latest Vaccine Controversy May Be a Crisis Too Far
Mar.17 -- Longview Economics CEO Chris Watling speaks with Bloomberg's Alix Steel and Guy Johnson about the move by several countries to suspend AstraZeneca Plc’s Covid vaccine over concerns about its safety — against the advice of the...
Bloomberg
Treasuries Rally Ahead of Debt Auctions
Mar.23 -- Treasuries rallied as this week’s debt auctions kicked off, adding to confidence that the market can digest supply unscathed. Bloomberg's Liz McCormick takes a deeper look.