Bloomberg
Markets in 3 Minutes: BOJ Speculation to Keep Rising All Week
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Dollar-Yen Can Break Higher, Japan May Intervene, CBA Says
Carol Kong, international economics and currency strategy associate director at Commonwealth Bank of Australia, discusses the outlook for the dollar and the yen. She speaks with Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
JPMorgan AM's Laskowitz on Long-term Multi-asset Outlook
Jed Laskowitz, CIO & Global Head of Asset Management Solutions at JPMorgan Asset Management, takes a look at the next 10 to 15 years for multi-asset investments. He discusses his outlook with David Ingles and Haidi Stroud-Watts on...
Bloomberg
Ailman: Not Just Higher-For-Longer; Just Higher
CalSTRS CIO Christopher Ailman tells us why the current environment makes the traditional mix of stocks and bonds unattractive. He says that rates could be not just higher-for-longer, but simply higher.
Bloomberg
Powell: Bond Market Reducing Some Impetus to Hike
Federal Reserve Chair Jerome Powell tells Wall Street Week that evidence in the economy suggests that monetary policy is not too tight. He also says that recent moves in bonds reduce some of the impetus to raise rates. He speaks with...
Bloomberg
Powell: Possible to Have Done Less Stimulating During the Pandemic
Federal Reserve Chair Jerome Powell tells Wall Street Week that in hindsight, less aggressive monetary stimulus during the pandemic could have helped keep inflation under control. He also talks about the importance of bringing the labor...
Bloomberg
Markets in 3 Minutes: US Curve Steepening of a Different Sort
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Banrion Capital Mgmt's Sissel on US Markets
Shana Sissel, president at Banrion Capital Management, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Mark Carney: The Likelihood of Recession Has Gone Down
Brookfield Asset Management Chair Mark Carney says the likelihood of a recession has gone down. He speaks on "The David Rubenstein Show: Peer-to-Peer Conversations." This interview was recorded October 2 in New York.
Bloomberg
Haass: Israel Needs a Palestinian State as Favor to Itself
Richard Haass, Centerview Partners Senior Counselor, explains why he is concerned about a large-scale invasion of Gaza and says that Israel needs a Palestinian state as a favor to itself.
Bloomberg
Fleming: Investors Have a Hard Time Measuring Geopolitical Risk
Gregory Fleming, Rockefeller Capital CEO tells us why investors have a hard time measuring geopolitical risk and explains why inflation is his main concern right now.
Bloomberg
Soft Landing Belief Leads to Rise in Yields: Xie Patrick
"This belief in a soft landing is leading to this rise higher in yields." Amy Xie Patrick, head of income strategies at Pendal Group, discusses US markets, the economy and her investment strategy. She speaks on Bloomberg Television.
Bloomberg
Europe Faces Inflation Risks in 'Weak Economy': Gentiloni
European Union Economy Commissioner Paolo Gentiloni says it is "too soon to measure" the economic impact of the Israel-Hamas war as he sees the European economy as weak, but not in recession. He speaks on the sidelines of the annual...
Bloomberg
BofA's Subramanian: Equal-Weighted S&P 500 Could 'Rip'
Savita Subramanian, BofA Securities head of US equity and quantitative strategy, says she expects the equal-weighted S&P 500 index to "rip" if the US avoids a recession. "What we are forecasting through year-end is 4600 for the S&P. I...
Bloomberg
Fed's Bostic: Policy Rate Sufficiently Restrictive to Get Inflation to 2%
Federal Reserve Bank of Atlanta President Raphael Bostic said, "I actually don't think we need to increase rates anymore," as he spoke about bringing inflation back to the Fed's 2% target. Bostic said he does not have a recession in his...
Bloomberg
Trillium AM's Smith on US Economy and Markets
Cheryl Smith, economist and portfolio manager at Trillium Asset Management, discusses her outlook for US markets and the economy. She speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
Summers: We've got an Energizer Bunny Economy
Lawrence H. Summers, Former Treasury Secretary explains why he believes the Fed is still facing a complex picture in the medium-term, even in light of a strong labor market.
Bloomberg
BNP Paribas: Too Early to Say China's Economy Has Bottomed
Chi Lo, senior market strategist for Asia Pacific at BNP Paribas Asset Management, shares his views on government bonds yields, Bank of Japan's policy and China's growth outlook. He speaks with David Ingles and Yvonne Man on "Bloomberg...
Bloomberg
Lisa Donahue on How CEOs Should Prepare for a Recession
Lisa Donahue, Alixpartners managing partner and co-head of Turnaround Services, talks about how businesses can prepare for a recession and why we are seeing more strikes by organized labor. She speaks to Bloomberg from the Greenwich...
Bloomberg
Standard Chartered WM: 'Overweight' Japan Stocks, 'Neutral' China
Abhilash Narayan, senior investment strategist at Standard Chartered Wealth Management, shares his views on Japanese and Chinese stocks. He also explains why StanChart expects the Federal Reserve to cut rates to 4.75% by Sep 2024. He...
Bloomberg
Kolanovic Says Soft-Landing Talks Resembles 2007 Cycle
Investor cheer around a looming end to the Federal Reserve's interest-rate hikes, consumer resilience, labor-market strength and prospects for an economic soft landing are similar to sentiment in 2007 ahead of the global financial...
Bloomberg
OCBC's Menon Sees US Recession in First Half of 2024
"We see a recession in the US probably sometime in the first half of next year." Vasu Menon, managing director of investment strategy at OCBC Bank, discusses Federal Reserve policy and the implications for markets. He speaks on...
Bloomberg
Govt. Face Shutdown Tomorrow Night
Bloomberg's Megan Scully and Enda Curran discuss the looming government shutdown, which set to happen on October 1. Scully and Curran also talk about how UAW walkouts affect automakers Ford and GM. Both Scully and Curran speak with...
Bloomberg
Sharma: Will See Foreign Interest in US Investment Decline In This Decade
Ruchir Sharma, Rockefeller International Chairman explains why the decades-long expansion of the US deficit could lead to decreased investor interest in US markets.