Bloomberg
State Street's Loh on Markets, Strategy
Marvin Loh, Senior Global Macro Strategist at State Street, discusses his outlook for markets and investment strategy. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Daybreak Australia".
Bloomberg
Wharton's Siegel Sees 'Ideal Environment' for Stocks
Jeremy Siegel, University of Pennsylvania Wharton School professor emeritus of finance, says "tasty" inflation numbers set up an ideal environment for stocks on "Bloomberg Markets: The Close."
Bloomberg
CI RegentAtlantic's Kapyrin on Markets
Andy Kapyrin, Partner and Co-CIO at CI RegentAtlantic Private Wealth, discusses his outlook for markets ahead of the US CPI report. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Daybreak Asia".
Bloomberg
Yum China, TSMC, SK Hynix Favored, Thornburg Says
Jeff Klingelhofer, co-head of investments at Thornburg Investment Management, discusses Federal Reserve policy and the upcoming US inflation report, the implications for financial markets, and the opportunities he sees. He speaks with...
Bloomberg
Fidelity International's Chan on China Recovery
Vanessa Chan, Head of Asian Fixed Income Investment Directing at Fidelity International, discusses China's economic recovery and potential policy support. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Lazard's Temple Expects US to Avoid a Recession
Ronald Temple, chief market strategist at Lazard, expects the US to avoid a recession but he does see slow growth ahead.
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Fed Is Fighting a Battle It Has Already Won: JPM's Kelly
JPMorgan Asset Management Chief Global Strategist David Kelly warns the US labor market will eventually crack and disinflation is everywhere. Speaking on "Bloomberg Surveillance," Kelly also says that when the Federal Reserve starts to...
Bloomberg
Brainard Sees Moderate Inflation, Resilient Jobs Market
"The economy is defying predictions that inflation would not fall absent significant job destruction," White House National Economic Council Director Lael Brainard says during an event at the Economic Club of New York. Brainard also says...
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
Credit Spreads to Drive Second-Half Markets: Wells Fargo
Sameer Samana, senior global market strategist at Wells Fargo Investment Institute, expects credit spreads to "blow out in the latter half of the year," and drive investment and asset pricing. He speaks with Jonathan Ferro on "Bloomberg...
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
Where's the Biggest Disconnect?
Where's the biggest disconnect? That was Monday's question of the day posed to Alex Morris, F/M Investments Chief Investment Officer and Portfolio Manager, by Alix Steel and Guy Johnson on "Bloomberg Markets: Americas."
Bloomberg
CLSA's Cochran on Markets, Strategy
CLSA Head of Research Shaun Cochran discusses his latest market outlook for 2H and investment strategies. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets Asia".
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
The State of the Credit Market
Purnima Puri, HPS Head of Liquid Credit dives into how the credit markets will react to more potential Fed rate hikes. She also discusses the shift away from banks towards private credit.
Bloomberg
Summers's Takeaways on US Jobs Growth
Lawrence H. Summers, Former US Treasury Secretary discusses the cooling off of US jobs growth and explains that wage data points to inflation. He also expresses his thoughts on the Supreme Court's decision on affirmative action.
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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Komal Sri-Kumar on US Economy and Markets
Komal Sri-Kumar, President of Sri-Kumar Global Strategies, discusses his outlook for the US Economy and Investment Strategies. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
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
JPMorgan's Hui: Fixed Income Has Role to Play in 2H
"In the second half, fixed income still has a role to play." Tai Hui, chief market strategist for Asia Pacific at JPMorgan Asset Management, discusses the US economy, his investment strategy and his outlook for bonds. He speaks on...
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".