Bloomberg
Bond Markets: High Yields, Low Volatility 'Really Concerns Us,' Says Newton
"The higher and steeper rates go, the worse it is for risky assets, particularly when you have this gap between how curves have been moving and how volatility is behaving. So that really concerns us."
Ella Hoxha, head of fixed income at...
Bloomberg
Markets in 3 Minutes: Traders Digest Central Bank Deluge
Eddie van der Walt and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Standard Chartered Wealth Management's Lam on a Delayed US Recession
Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Management, discusses why he believes a delayed US recession could happen over the next 6-12 months. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
UBP Says Likely to See Upside Risks in Dollar-Yen
Peter Kinsella, global head of foreign exchange strategy at Union Bancaire Privee, talks about the Japanese yen, the Chinese yuan and central banks' policies. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
JPM's Michele Sees US Recession, Fed Cut by Year End
Bob Michele, CIO and global head of fixed income and commodities at JPMorgan Asset Management, says the Federal Reserve is signaling that it is willing to "make the economy a casualty" by prioritizing inflation-over-growth. Michele...
Bloomberg
BOJ Surprised Markets, Slowed Yen Depreciation: Briscoe
"Ueda surprised the market, that's what the BOJ likes to do, and slowed down the depreciation of the yen." Hayden Briscoe, APAC head of multi-asset portfolio management at UBS Asset Management, discusses Bank of Japan policy, where the...
Bloomberg
China's Challenge Is Move to Services Orientation: CLSA
"The real challenge for China is to move toward a services orientation and to grow consumption." Shaun Cochran, head of research at CLSA, discusses China's economy and his outlook for the US. He speaks on Bloomberg Television.
Bloomberg
Strategic Wealth Capital's Yamaki on Global Markets
Adrianne Yamaki, Founder and financial advisor at Strategic Wealth Capital, discusses her outlook and investment strategies on global markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
Bloomberg Intelligence's 'Equity Market Minute' 8/25/2023
Gina Martin Adams hosts this week's 'Equity Market Minute' by Bloomberg Intelligence.
Bloomberg
Very Front End of Curve Is Yield of Dreams: BlackRock
Gargi Chaudhuri, BlackRock's head of iShares investment strategy Americas, says there is an "excellent opportunity" in the fixed income market during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Long Rates Moving Up a Bit of a Puzzle: Torsten Slok
Torsten Slok, Apollo partner and chief economist, says there is a "long list of non-economic variables" likely playing a significant role in the recent bond market moves during an interview with Katie Greifeld and Romaine Bostick on...
Bloomberg
Franklin Templeton's Tan On Asia Investment Strategy
Franklin Templeton Institute APAC Investment Strategist Christy Tan thinks the path for China to loosen monetary policy has widened. She speaks with Yvonne Man and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
Is the Summer of Disinflation Over?
Is the Summer of disinflation over? That was Thursday's question of the day posed to Kathryn Rooney Vera, Stonex Financial Chief Market Strategist, by Alix Steel and Guy Johnson on "Bloomberg Markets: Americas."
Bloomberg
Japan Traders Bet End to Negative Rates Near
The Bank of Japan's looser grip on its benchmark 10-year yields has traders betting that the central bank will end the world's last negative interest rate policy in as little as eight months. Taro Kimura reports on Bloomberg Television.
Bloomberg
BOJ Doesn't Need YCC Any More, Mizuho Securities Says
Shoki Omori, chief Japan desk strategist at Mizuho Securities, discusses the central bank's policy and the local currency. He speaks with Kathleen Hays and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
Bloomberg
Inflation Is Still a Worry, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the services industry is well supported and inflation is moderating but it's too early to stop worrying about inflation on "Bloomberg Markets: European...
Bloomberg
Jobs Data Signal Rate Hikes Over: BlackRock's Rosenberg
Jeffrey Rosenberg, BlackRock Systemic Multi-Strategy Fund portfolio manager, discusses what the July US employment report means for the yield market with Tom Keene and Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
Markets Are Due for a Pause: LGT's Kumada
"Markets are due for a pause." Mikio Kumada, financial economist at LGT Capital Partners, discusses investor sentiment following the US credit rating downgrade, Federal Reserve policy and his outlook for the yield curve. He speaks on...
Bloomberg
HSBC CEO Quinn on Earnings, Investing in Asia, UK HQ
Noel Quinn, chief executive officer at HSBC Holdings Plc, discusses second quarter earnings, investment in Asia and the bank's commitment to the UK. He speaks to Francine Lacqua on "Bloomberg Daybreak: Europe."
Bloomberg
BOJ Wants to Move Away From Yield Curve Control: Balls
"The BOJ wants to move away from yield curve control." Andrew Balls, global fixed income chief investment officer at Pimco, discusses the Bank of Japan rate decision on Bloomberg Television.
Bloomberg
Bank of Japan Makes Adjustment to Yield Curve Control
The Bank of Japan has announced an adjustment to its yield-curve control program. The central bank kept the target for 10-year bond yields at around 0% but said its 0.5% ceiling on yield movements was a reference point not a rigid limit....
Bloomberg
Bank of Japan Won't Tweak Yield Curve Control at This Juncture: AllianceBernstein
Brad Gibson, head of Asia Pacific fixed income at AllianceBernstein, says he does not expect the Bank of Japan to tweak its yield curve control policy "at this juncture." Nikkei reported the BOJ will consider letting long-term interest...
Bloomberg
US Stocks Fall; Report Says BOJ to Discuss YCC Tweak
US stocks erased gains, Treasury 10-year rates hit 4% and the yen advanced on a news report the Bank of Japan will discuss tolerating higher domestic bond yields at a scheduled meeting Friday. Emily Graffeo reports on Bloomberg Television.
Bloomberg
Bank of Japan May Hold 'Live' Meeting This Week: Lombard Odier
Homin Lee, senior macro strategist at Lombard Odier, discusses Bank of Japan's policy, the nation's stocks and the currency. The BOJ is widely expected to retain its ultra-easy monetary policy Friday, with market focus falling on whether...