Bloomberg
What Did the Labor Market Teach Us This Week?
What did the labor market teach us this week? That was Friday's question of the day posed to Kate Bahn, Director of Research for WorkRise at the Urban Institute, by Alix Steel and Guy Johnson on "Bloomberg Markets: Americas."
Bloomberg
US Equities Have Priced in a Soft Landing: Chan
"US equity market has priced in a soft landing." Cecilia Chan, chief investment officer for APAC at HSBC Asset Management, discusses the potential for a recession in the US, the equity market and her outlook for China. She speaks on...
Bloomberg
BNP's Berard expects full impact of higher rates in '24 or '25
BNP Paribas Head of retails says she'll see the full impact of higher interest rates in 2024 and 2025. She does not foresee a recession in France and estimates we've now reached the peak of inflation. Marguerite Berard spoke with...
Bloomberg
Why BlackRock Strategist Wei Li Is Underweight Equities
"The concept of a full-employment recession may well be in the cards," BlackRock's Global Chief Investment Strategist Wei Li, says during an interview on "Bloomberg Markets: The Close."
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Fed Can Go Higher and Stay There for Much Longer: Pictet's Renaud-Chatelain Says
The Federal Reserve "can not only go higher but stay there for much longer and potentially well into 2024," according to Laureline Renaud-Chatelain, fixed-income strategist at Pictet. "The market is maybe now putting less weight on the...
Bloomberg
Fed Policy Isn't That Restrictive, Vanguard's Davis Says
Joseph Davis, global head of Vanguard's Investment Strategy Group (ISG), says the labor market needs to loosen or the US will still have an inflation problem at the end of the year on "Bloomberg Markets: The Close."
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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
One More Fed Hike 'Baked in Cake': Evercore ISI's Hyman
Evercore ISI founder and Chair Ed Hyman says anything more than one Federal Reserve rate hike is a mistake and will increase the likelihood of a recession. He speaks during an interview with Jonathan Ferro and Tom Keene on "Bloomberg...
Bloomberg
AMP Australia's Mousina on RBA Rate Decision
Diana Mousina, Deputy Chief Economist at AMP Australia, discusses her views on the upcoming RBA's rate decision, and her outlook for Australia's economy. She speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
Standard Chartered: Upgraded Equities to a Core Holding
Audrey Goh, senior cross asset strategist at Standard Chartered Wealth Management Group, shares her views on equities, bonds, and policies of central banks including the Federal Reserve. She speaks with Haidi Stroud-Watts and Shery Ahn...
Bloomberg
Pimco's Crescenzi Says 'Don't Reach So Much' on Yields
Anthony Crescenzi, market strategist and portfolio manager at Pacific Investment Management Co. (Pimco), says bond investors "needn't take a big leap" to generate returns. "Don't reach so much. You needn't these days where yields are,"...
Bloomberg
Markets in 3 Minutes: Bullish Stocks Environment Can Sustain
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
The Future of Blackstone
Blackstone CFO Michael Chae tells us why Blackstone is well-positioned for a high-rate environment. He also believes that AI will further the edge private markets have over public markets.
Bloomberg
Investment-Grade Bonds, Japan Stocks Favored, OCBC Says
"We like Japanese equities. They've done very well. But we think that they have more upside going forward." Vasu Menon, managing director of investment strategy at OCBC Bank, discusses recession fears and the implication for financial...
Bloomberg
OCBC Bank: Domestic Consumer Confidence Key In China
OCBC Bank Chief Economist & Treasury Research Head Selena Ling believes domestic consumer confidence is key in China to unlocking the excessive savings from the pandemic and unleashing private consumption. She speaks with Bloomberg's...
Bloomberg
UBP: US Recession Likely In Coming Quarters Moving Into Early 2024
Union Bancaire Privee Group Chief Strategist Norman Villamin thinks a US recession is likely in the coming quarters moving into early 2024. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Bostic Sees 'Green Shoot of Hope' in Services Inflation
"When will restrictive monetary policy start restraining inflation more powerfully? Put simply, not as soon as I'd like," Federal Reserve Bank of Atlanta President Raphael Bostic says at the annual dinner of the Irish Association of...
Bloomberg
Donohoe: Narrow Path To Support Economy, Fight Inflation
There is a "narrow path" between supporting the economy and tackling inflation, according to Eurogroup President Paschal Donohoe. Donohoe said he's confident of striking the right balance for the European economy and also stated his...
Bloomberg
Markets Not Buying Into Central Bank Talk: Luk
"Markets are not really buying into what all of these major central banks are talking about." Ben Luk, senior multi asset strategist at State Street Global Markets, discusses market sentiment and Federal Reserve policy. He speaks on...
Bloomberg
Intouch Capital Markets on Currencies
Todd Elmer, Head of FX & Macro Analysis at Intouch Capital Markets, discusses the yuan and his takeaways from central bankers' comments at the European Central Bank's annual retreat in the Portuguese hilltop resort of Sintra. He speaks...
Bloomberg
SocGen's Bini Smaghi on Rate Hikes, Bank Strategy
Societe Generale Chairman and Former ECB Executive Board Member Lorenzo Bini Smaghi said markets are expecting a recession to happen as a consequence of central banks getting more hawkish. He also touched on European banks being...
Bloomberg
BOE's Bailey Doesn't Forecast a Recession
Bank of England Governor Andrew Bailey says that while the BOE is not currently forecasting a recession, "we have to watch it very carefully." He speaks at the ECB Forum on Central Banking in Sintra, Portugal.
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Biden Says He Likes the Term 'Bidenomics'
President Joe Biden says he never coined the term "Bidenomics," but he likes it. Biden will outline his plans for the economy in Chicago today. Biden spoke to reporters at the White House.
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Fed's Powell: Recession Not the Most Likely Case for US
Federal Reserve Chair Jerome Powell says there is a significant chance of a recession in the US but it is not the most likely case during a panel discussion at the ECB Forum on Central Banking in Sintra, Portugal.
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