Bloomberg
Crossmark Trimming Tech Stocks, Buying JPM: Strategist Fernandez
Crossmark Global Investments Chief Market Strategist Victoria Fernandez says her firm doesn't expect the recent runup in tech stocks to continue due to rising interest rates. "Crossmark is trimming some of those tech stocks because...
Bloomberg
Lingering Repercussions of Banking Turmoil: 3-Min MLIV
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
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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
WTW: Overweight For Alternative Asset Allocations
WTW Chief Economist, Asia Pacific, Investments, Andrew Zurawski says he is leaning overweight for alternative asset allocations in portfolios. He speaks with Haslinda Amin and Yvonne Man on "Bloomberg Markets: Asia".
Bloomberg
Bank Crisis Not in Rear-View Mirror Yet: Pimco's Browne
"Both rates and equities are singing from different hymn books at this point," Erin Browne, Pimco multi-asset strategies portfolio manager, says during an interview with Matt Miller on "Bloomberg The Open."
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Bloomberg
Oil Could Hit $100 in Second Quarter, Amrita Sen Says
Amrita Sen, the chief oil analyst at Energy Aspects, says that the second half of the year was going to "very bullish," pushing oil to $100 as long as the global economy was resilient. She speaks on "Bloomberg Markets."
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Bloomberg
ISM's Fiore: Data Suggest Weak Demand for 3-4 Months
Timothy Fiore, chairman of the ISM Manufacturing Business Survey Committee, discusses the takeaways from the ISM's March factory gauge with Alix Steel and Guy Johnson on "Bloomberg Markets." The ISM's gauge of manufacturing...
Bloomberg
State Street's Luk on Q2 Outlook
Ben Luk, Senior Multi Asset Strategist at State Street Global Markets, says he's overweight emerging market equities. He speaks on "Bloomberg Markets Asia".
Bloomberg
Fed Will Probably Cut Rates This Year: Pimco's Wilding
Pimco North American Economist and Managing Director Tiffany Wilding says the probability of a "modest" recession this year has increased during an interview on "Bloomberg Markets: The Close."
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Bloomberg
Summers on the Inflation Fight
Former US Treasury Secretary Lawrence H. Summers breaks down the latest reading on US PCE and shares that it's "plausible" the recent banking woes may subside without a big impact on credit, leaving in place "serious inflation issues."
Bloomberg
Post Mortem on the Banking Crisis
Tim Massad, Former CFTC Chairman breaks down whether we saw the banking crisis coming and if we received proper warnings. He also discusses why this was about bad bank management.
Bloomberg
Recession Inevitable by End of Year: JPMorgan's Michele
"We're actually looking for an opportunity to add more duration to our portfolios," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview with Lisa Abramowicz on "Bloomberg The...
Bloomberg
JPM's Michele Expects Temporary Rally in Risk Assets
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says risk assets could rally in the next quarter but he would "absolutely not" be leaning into the rally during an interview with Lisa Abramowicz on "Bloomberg...
Bloomberg
Fed Has 'Broken the Back' of Inflation: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says the Federal Reserve has won the war against inflation during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
What JPM's Michele Expects for Credit Spreads, Defaults
"When the pain hits, when we get into a recession, we're expecting high-yield credit spreads to go to a minimum of eight hundred over," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview...
Bloomberg
Fed Will Start Cutting Rates in September: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, discusses his fixed-income investment strategy during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
UK Economy Grew 0.1% in Fourth Quarter
The UK dodged a recession last year as the final reading for fourth-quarter gross domestic product showed a gain of 0.1% instead of the stagnation that was previously estimated. Ellen Milligan has the details on Bloomberg...
Bloomberg
Nouriel Roubini Warns of Crashes, High Rate 'Megathreat'
Nouriel Roubini, CEO at Roubini Macro Associates, explains the "megathreat" he sees from higher interest rates, why he expects an economic and financial crash, and US labor market issues. He speaks from Cernobbio, Italy on "Bloomberg...
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
Societe Generale's Yao on China CPI, BOK
Wei Yao, Head of Research and Chief Economist at Societe Generale, discusses the latest BOK decision and China CPI data. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets Asia".
Bloomberg
What's Right: Equity or Bond Markets?
What's right: equity or bond markets? That was Monday's question of the day posed to Callie Cox, eToro US Investment Analyst, by Alix Steel on "Bloomberg Markets: Americas."
Bloomberg
Brent Crude May Fall Below $70, Citi's Morse Says
Ed Morse, Citigroup's global head of commodities research, says oil demand is being "crippled" by the prospects of an economic slowdown during an interview on Bloomberg Television.
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Bloomberg
Peaking Rates Renew a Popular Emerging Market FX Trade
Signs of a US economic slowdown, coupled with peaking global interest rates, are setting the stage for investors to revive so-called carry trades in emerging markets. Simone Foxman reports on Bloomberg Television
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Bloomberg
Fallout for the Economy from the Banking Disruptions
Gillian Tett, Editor-at-Large for the Financial Times, and Chris Ailman, CALSTRTS CIO, weigh in on the March jobs report and the fallout from the banking disruptions.