Bloomberg
Goldman Sachs Predicts Gloomy Earnings Season
The approaching US earnings season is expected to be the gloomiest since the pandemic, according to Goldman Sachs Group Inc. strategists. Bloomberg's Kriti Gupta reports.
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Bloomberg
Stocks Will Peak Mid-Year, Stifel's Bannister Says
"I don't really want to be in front of what I think is going to be a very, very contentious debt ceiling debate," Stifel Chief Equity Strategist Barry Bannister says on "Bloomberg Markets."
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Bloomberg
Javelin Wealth Mgmt Likes EM Bonds, China & Vietnam Stocks
Javelin Wealth Management Founder & CEO Stephen Davies says EM bonds, China and Vietnam equities are his top conviction calls. He speaks with Haslinda Amin and Yvonne Man on "Bloomberg Markets: Asia".
Bloomberg
Walser Wealth President on the US markets
Walser Wealth Management President Rebecca Walser reacts to the latest US regional banking news and discusses investing strategy amid recession concerns. She speaks with Haidi Stroud-Watts and Shery Ahn on "Daybreak Australia."
Bloomberg
Fed's Mester: Rates to Go 'Little Bit Higher,' Then Hold
Federal Reserve Bank of Cleveland President Loretta Mester expects the Fed to make "appreciable" progress bringing inflation back down this year and then hit the 2% inflation goal in 2025. She speaks with Mike McKee on "Bloomberg...
Bloomberg
BlackRock's Watson Sees One More Fed Hike, Then Pause
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says she expects the Federal Reserve to pause its policy-tightening strategy as US economic activity declines later this year. "We do expect economic activity...
Bloomberg
Standard Chartered: 'Overweight' China Stocks, 'Neutral' India
Steve Brice, group chief investment officer at Standard Chartered Wealth Management, discusses his views on Chinese and Indian stocks, and shares his strategy. He speaks with Shery Ahn and Paul Allen on "Bloomberg Daybreak:...
Bloomberg
Duration Is Still a Play Medium-Term: OCBC's Menon
Vasu Menon, executive director of investment strategy at OCBC Bank Wealth Management, discusses the Reserve Bank of New Zealand's decision to raise interest rates by 50-basis points, bond yields and his investment strategy. He speaks on...
Bloomberg
Why Mike Wilson Is Sticking With Bearish S&P 500 Year-End Target
Morgan Stanley Chief US Equity Strategist Mike Wilson says his team's bearish calls for the S&P 500 index remain in place, predicting a "trough" at 3,200 before rising by year-end. "The issue is the timing of it. We don't think the path...
Bloomberg
FOMO Is Back in Markets, Says iCapital's Amoroso
Anastasia Amoroso, chief investment strategist at iCapital, says investors have had time on their side to prepare their portfolios for a recession as she sees a return to the "fear or missing out" in markets. She speaks on "Bloomberg...
Bloomberg
Tidalwave Solutions Partner Johnson on China Tech Sector
Cameron Johnson, Partner at consulting firm Tidalwave Solutions, tells Rishaad Salamat and Yvonne Man that Softbank's reported move to further cut its Alibaba stake was slightly surprising as the Chinese Internet firm's proposed new...
Bloomberg
UK GDP Unchanged as Winter Strikes Slow Growth
The UK economy unexpectedly stalled in February as gross domestic product was unchanged from January instead of eking out the 0.1% growth analysts had expected. Bloomberg Economics' Jamie Rush breaks down the data on Bloomberg...
Bloomberg
Fixed Income Preferred Over Equities, JPMorgan's Hui Says
Tai Hui, chief Asia market strategist at JPMorgan Asset Management, discusses Federal Reserve policy and the implications for financial markets and Asian central banks. He speaks with Haidi Stroud-Watts and David Ingles on "Bloomberg...
Bloomberg
March Fed Minutes Predict Mild Recession Later This Year
Bloomberg's Kate Davidson and Nick Wadhams discuss the March Fed Minutes which predicts a mild recession later this year, and Russian President Vladimir Putin approving the arrest of Wall Street Journal reporter Evan Gershkovich. They...
Bloomberg
Muni Bonds Poised to Do Really Well: Neuberger's Iselin
Jamie Iselin, Neuberger Berman's head of municipal fixed income, explains why he thinks muni bonds are attractive right now on "Bloomberg Markets: The Close."
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Bloomberg
IMF's Gourinchas on Global Outlook, Banks and Inflation
IMF Chief Economist Pierre-Olivier Gourinchas sees a potential contraction in bank lending possibly weighing on global growth this year and says inflation has been "stickier than we'd like." Speaking with Guy Johnson and Alix Steel on...
Bloomberg
Treasury Yields to Come Down Gradually, Mainly in Second Half, HSBC's Major Says
Steven Major, global head of fixed income research at HSBC, discusses the outlook for inflation, US interest rates and Treasury yields. He speaks on "Bloomberg Markets: Europe."
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Bloomberg
Fidelity: Recession Is Looking Increasingly Unavoidable
George Efstathopoulos, portfolio manager at Fidelity International, explains why he is cautious on the outlook for markets and is staying defensive overall. He also discusses the prospects for the dollar. He speaks with Shery Ahn and...
Bloomberg
Deutsche Bank's Chadha Says S&P 500 to Rally Above 4,250
Deutsche Bank Chief Global Strategist Binky Chadha says above-expectations corporate earnings and the falling US dollar are behind his bullish call for the S&P 500 index on "Bloomberg Surveillance."
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Bloomberg
Fed Won't Cut Rates Until Q1 Next Year, BNP's Tse Says
Calvin Tse, BNP Paribas head of Americas macro strategy, expects a "quite significant steepening" in the shape of the US yield curve driven by a rally in the front end. He speaks during an interview with Jonathan Ferro on "Bloomberg The...
Bloomberg
Summers on the Current State of the Economy
Former US Treasury Secretary Lawrence H. Summers explains why the US economy is still hard to read and why the Fed has difficult choices ahead.
Bloomberg
Tightening Credit and the Fed
Saira Malik, Nuveen CIO & Kristina Hooper, Invesco Chief Global Market Strategist discuss how a credit crunch might impact and slow the economy.
Bloomberg
Where to Invest in Uncertainty
Saira Malik, Nuveen CIO & Kristina Hooper, Invesco Chief Global Market Strategist discuss what a recovery could look like and the importance of investing in resilient companies.
Bloomberg
Recession Is on the Way, Longview's Watling Says
Longview Economics Chief Market Strategist Chris Watling says an imminent recession needs to be priced into markets on "Bloomberg Markets: European Close."
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