Bloomberg
U.S. Inflation Not Embedded Yet, Says Northwestern's Schutte
Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management Co., says the Federal Reserve should take a less-aggressive stance on policy tightening than has been recently signaled due to the strength of the U.S....
Bloomberg
Fed Has Missed Chance to Engineer a Soft Landing: Lacker
Former Federal Reserve Bank of Richmond President Jeff Lacker, a professor at Virginia Commonwealth University School of Business, says the Fed has taken a step in the right direction but it will be forced to raise rates faster to fix...
Bloomberg
Investors Have to Be Defensive Short-Term: DWS's Taylor
Sean Taylor, APAC chief investment officer at DWS, discusses his investment strategy amid the war in Ukraine, Asian equities and his expectations for Fed policy. He speaks on "Bloomberg Markets: China Open."
Bloomberg
KKR's McVey Sees 'Bumpier Road' Ahead But No Recession
Henry McVey, head of global macro and asset allocation at KKR, expects U.S. growth to slow in 2023 and advises investors to keep some powder dry for the second half of 2022. He speaks on "Bloomberg Markets."
Bloomberg
Real Rates Are Extraordinarily Accommodative: Boubouras
George Boubouras, head of research at K2 Asset Management, discusses the Fed policy, where he's finding opportunity in the bond market and his outlook for Asian assets. He speaks on "Bloomberg Daybreak: Asia."
Bloomberg
The Key Takeaways From Sifma's Survey of Economists
Ken Bentsen, Securities Industry and Financial Markets Association president and chief executive officer, discusses the results of the organization's semiannual survey of economists and says securities markets are "coming back quite...
Bloomberg
Fed Has to Accelerate Tightening: BlackRock's Rosenberg
Jeffrey Rosenberg, senior portfolio manager for systematic multi-strategy at BlackRock, says the March employment report may be "a little bit too much of good news" for markets. "This is an economy and a labor market that's overheating,...
Bloomberg
BlackRock's Seth: Comfortable With Asian FX
Neeraj Seth, MD & Head of Asian Credit, BlackRock, says he remains comfortable with Asian FX, given the macro-economic stability and continues to look for attractive entry points. He spoke with Juliette Saly and Rishaad Salamat on...
Bloomberg
BlackRock Likes India's Investment-Grade Credit: Seth
Neeraj Seth, head of Asian credit at BlackRock, discusses Federal Reserve policy and its implications for global markets. He also talks about the prospects for Asian economies, monetary policies, and the opportunities he sees in the...
Bloomberg
NEC's Deese on Omicron Variant, Fed Picks
White House National Economic Council Director Brian Deese says it is too early to gauge the economic impact of the omicron variant and adds that President Joe Biden is working closely with the Senate on Federal Reserve nominations....
Bloomberg
Minerd Sees Threat of U.S. Recession in 2023
Guggenheim Global Chief Investment Officer Scott Minerd says financial markets have not been priced for the worst case scenario. He speaks on "Bloomberg Markets."
Bloomberg
Sen. Brown Expects Powell and Brainard to Be Confirmed
Senate Banking Chairman Sherrod Brown expects Fed Chair Jay Powell to be confirmed for a second term and Lael Brainard to be confirmed as Fed vice chair. He is on "Balance of Power."
Bloomberg
Powell: Fed Likely to Allow Balance-Sheet Runoff in 2022
Federal Reserve Chair Jerome Powell says he is "confident" the central bank will achieve price stability in a response to Senator Richard Shelby during testimony before the Senate Banking Committee.
Bloomberg
Lombard Odier Remains Defensive on Equities: Lee
Homin Lee, Asia macro strategist at Lombard Odier, discusses the current state of markets, his investment strategy and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Summers Says Fed's March Inflation Call Was 'Delusional'
Former U.S. Treasury Secretary Lawrence Summers says the Federal Reserve's March meeting forecast for inflation was "delusional" after the latest Consumer Price Index data was released on Friday. "I think the Fed's forecast from March...
Bloomberg
Stocks Too Preoccupied With Fed: Morgan Stanley's Wilson
"Earnings risk is now upon us," Mike Wilson, Morgan Stanley CIO and chief US equity strategist, says during an interview on "Bloomberg Markets." Wilson says investors are too optimistic about the outlook for earnings and should be braced...
Bloomberg
Yield Curve Inversion, Fed Pricing, Dollar: Markets Live
Paul Dobson and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
Bloomberg
William Dudley on the 'Will and Intent' of the Fed
Aug.06 -- Former New York Fed President William Dudley, Princeton University senior research scholar and a Bloomberg Opinion columnist, discusses Treasury yields and the outlook for Fed monetary policy on "Bloomberg Surveillance."...
Bloomberg
Jefferies' Darby on Fed, Markets, China Crackdown
Aug.29 -- Sean Darby, chief global equity strategist at Jefferies, discusses Federal Reserve policy and its implications for financial markets. Speaking at the Fed’s annual Jackson Hole policy forum, Chair Jerome Powell said the U.S....
Bloomberg
BofA Securities: 'Long' Rupiah, 'Short' Baht, Philippine Peso
Claudio Piron, co head of Asia foreign exchange and rates strategy at BofA Securities, discusses the outlook for the dollar, Treasuries, and Asian currencies. He speaks with Haslinda Amin and Yvonne Man on "Bloomberg Markets: Asia."...
Bloomberg
Yield Curve to Get Flatter, Invert: Axonic's Cecchini
Axonic Capital Director of Research Peter Cecchini reacts to climbing US Treasury yields and says he expects the 10-year Treasury yield to move lower. He speaks with Jonathan Ferro on "Bloomberg The Open."
Bloomberg
AllianceBernstein's Gibson on the Fed and Fixed Income Strategies
Brad Gibson, AllianceBernstein Co-Head of Asia Pacific Fixed Income, discusses his fixed income strategies. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia.
Bloomberg
Investors Should Reduce Risk Tolerance: Wells Fargo Investment Institute
Gary Schlossberg, global strategist at Wells Fargo Investment Institute, discusses Federal Reserve policy, the implications for financial markets and the opportunities he sees. He speaks with Shery Ahn and Haidi Stroud-Watts on...
Bloomberg
El-Erian: The Fed Will End Up 'Flip-Flopping'
Mohamed El-Erian, a Bloomberg Opinion contributor, says the pathway to an economic soft landing is "not very likely." He speaks with Jonathan Ferro on "Bloomberg The Open." El-Erian's opinions are his own.