Bloomberg
Grantham Sees a US Recession Running Deep Into Next Year
Jeremy Grantham, co-founder of the Boston-based investment firm Grantham Mayo Van Otterloo (GMO), predicts a US recession "running perhaps deep into next year." Grantham says we have entered a period of "moderately higher inflation."...
Bloomberg
HSBC's Kettner: BoE to Hike in September
Max Kettner, Chief Multi-Asset Strategist, HSBC discusses his global asset allocation and why he sees the Bank of England raising interest rates next month. He speaks with Manus Cranny on "Bloomberg Daybreak: Middle East and Africa".
Bloomberg
Fed Minutes Show Officials Aren't Ruling Out More Hikes
"Most participants continued to see significant upside risks to inflation, which could require further tightening of monetary policy," according to minutes of the US central bank's July 25-26 policy meeting published Wednesday in...
Bloomberg
Argentina Awaits Results After Voting in Key Primary Election
Argentinians have cast ballots for a crucial primary election that will provide a barometer of expectations for the general vote in October. The elections are taking place as the South American nation faces high inflation and a likely...
Bloomberg
Bank Contagion Concerns
Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist discuss whether risks from commercial real estate and capital requirements will bleed through to the broader markets.
Bloomberg
Credit Is Next Shoe to Drop: Guggenheim's Anne Walsh
Guggenheim Partners Investment Management CIO Anne Walsh says investors are trying to fight the Fed and warns that not worrying about the potential for a recession is a mistake during an interview with Alix Steel and Guy Johnson on...
Bloomberg
Deputy Treasury Secretary Wally Adeyemo on China Investment EO, Inflation in the US
Deputy Treasury Secretary Wally Adeyemo discusses the goals of President Biden's China Investment EO and what it means for the US, plus he says the US also wants to coordinate with allies concerning China. He speaks with Bloomberg's...
Bloomberg
Dollar to Remain Strong Over the Next Few Months, BofA Says
Adarsh Sinha, co-head of Asia foreign exchange and rates strategy at BofA Securities, talks about the US economy, Federal Reserve policy and the dollar. He also discusses the outlook for the Japanese yen and the Chinese yuan. He speaks...
Bloomberg
Family-Owned Tsai Capital Investing for the Long-Term
Tsai Capital President and Chief Investment Officer Christopher Tsai breaks down his company's aversion to timing to the market and details where he's deploying capital amid the "incredible run" for stocks so far in 2023. This interview...
Bloomberg
Consumers Give Reason to Be "Cautiously Optimistic" About Economy
Huntington Private Bank Director of Portfolio Management Vivian Hairston sees positive signs from the US consumer and the broader economy even as her team pulls some money out of the equity market. This interview aired on "Bloomberg...
Bloomberg
Markets in 3 Minutes: Moody's and China Keep Mood Negative
Mark Cudmore and Tom Mackenzie break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Fed's Harker Says a Soft Landing Is Possible
Federal Reserve Bank of Philadelphia President Patrick Harker says a soft landing is possible. These remarks were prepared for an event organized by the Philadelphia Business Journal. (Audio only)
Bloomberg
NFIB Chief Economist Expects US Recession
Bill Dunkelberg, the Chief Economist at the National Federation of Independent Business, said he expects the US economy to slip into a recession. Dunkelberg told this to Alix Steel and Guy Johnson Tuesday morning on "Bloomberg Markets:...
Bloomberg
DOJ Request Protective Order in Trump Case
Bloomberg's Laura Davison and Ryan Teague Beckwith discuss Former President Donald Trump's defense team response to the DOJ's protective order in the Jan. 6 case. They also give their insights to President Biden's Bidenomics campaign and...
Bloomberg
'Perfect Storm' Forming for Fixed Income: JPM's Aronov
"There is no impetus for the Fed to really do anything here," Oksana Aronov, JPMorgan Asset Management alternative fixed income head of market strategy, says during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
60-40 Portfolio Has Come Back Into Vogue: Citi's Hoffman
Robert Hoffman, head of investment counselors for South Asia at Citi Private Bank, discusses Federal Reserve policy, his investment strategy and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Markets in 3 Minutes: US Yield Curve to Steepen Again This Week
Mark Cudmore and Dani Burger break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
US Job Growth and Bidenomics
Bloomberg's Megan Scully and Edward Harrison discuss the July Jobs report which saw 187 thousand jobs added, the unemployment rate down to 3.5%, and hot wage growth. They also give their insights on whether or not this jobs report will...
Bloomberg
Johnny Cash This Thing
Austan Goolsbee, Chicago Fed president tells us how the Fed plans to walk the thin line of lowering inflation while avoiding an economic downturn.
Bloomberg
Staying Restrictive
Austan Goolsbee, Chicago Fed president and Raphael Bostic, Atlanta Fed president sees strength in the labor market, but believes that the Fed's restrictive policy will remain in place well into 2024.
Bloomberg
Wage Inflation Concern
Lawrence H. Summers, Former Treasury Secretary tells us why he's concerned about wage inflation potentially sparking a reacceleration in inflation. He also explains why he doesn't yet see a soft landing for the US economy.
Bloomberg
US Employment Rises at a More Moderate Pace in July
US nonfarm payrolls increased 187,000 last month following a similar increase in June. The unemployment rate dropped to 3.5% and wage growth rose at a firm pace. Mike McKee reports on "Bloomberg Surveillance."
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Bloomberg
July Jobs Report Shows US Is Beyond Covid, Kroszner Says
Former Federal Reserve Governor Randall Kroszner discusses what the July US employment report means for Fed policy with Tom Keene and Lisa Abramwoicz on "Bloomberg Surveillance."
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Bloomberg
Why Ed Yardeni Is Sticking With 4,600 S&P Year-End Call
Ed Yardeni, president at Yardeni Research, says he expects a "challenging" second-half of the year for equity markets after they outpaced expectations so far in 2023. "September is coming and that obviously could create some problems....