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
Banrion Capital Management's Sissel on US Markets
Shana Sissel, President and CEO at Banrion Capital Management, discusses her outlook and investment strategies for the US markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
Macquarie's Lakos on 2H Outlook
Martin Lakos, division director at Macquarie Wealth Management, explains why he expects a shallow US recession in the second half of the year. He speaks on "Bloomberg Markets: Asia."
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
Big Banks Pass Stress Test
Sheila Bair, Former FDIC Chair breaks down what the Fed's stress tests tell us about the risks big banks are facing and why she believes there is still work that needs to be done.
Bloomberg
Bair Says Bank Stress Tests Don't Go Far Enough
Former FDIC Chair Shelia Bair says the Federal Reserve's annual bank stress tests don't go far enough. She speaks to Bloomberg's David Westin on "Bloomberg Wall Street Week."
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
Yardeni Sees 'Pretty Good Environment' for Stocks
"Commodity prices could continue to go sideways for a while," Yardeni Research President Ed Yardeni says during an interview with Romaine Bostick on "Bloomberg Markets: The Close."
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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
Bull Super-Cycle in Commodities Ahead: Strategist Samana
Wells Fargo Investment Institute Senior Global Market Strategist Sameer Samana discusses where he is finding investment opportunities during an interview on "Bloomberg Markets: The Close."
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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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Bloomberg
Moody's Zandi: No More Than One or Two Rate Hikes Ahead
"What's going on in the housing market, given where rates are today, is sufficient to get inflation back down to something I think the Federal Reserve should feel comfortable with," Moody's Analytics Chief Economist Mark Zandi says...
Bloomberg
Deutsche Bank's Folkerts-Landau on Russia, Global Rates
Deutsche Bank Chief Economist David Folkerts-Landau weighs in on the market impact of the unrest in Russia and says it is a "very demanding period" for central banks during an interview with Francine Lacqua on Bloomberg...
Bloomberg
US Banks Still Feeling Pressure
Christopher Ailman, CalSTRS CIO & Sarah Ketterer, Causeway Capital CEO discuss why US banks are still under pressure after the crisis and the fallout on corporate lending.