Bloomberg
Yield Curve Actually Hasn't Inverted, MetLife's Matus Says
Apr.09 -- Drew Matus, chief market strategist at MetLife Investment Management, discusses what markets are getting wrong about the economy and concerns about a policy mistake from the Federal Reserve. He speaks on "Bloomberg Surveillance."
Bloomberg
State Street’s Veitmane Likes U.S. Stocks
Jul.17 -- Marija Veitmane, senior multi-asset strategist at State Street, discusses U.S. equities and bank stocks. She speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
If U.S. Avoids Recession, Yield Curve May Steepen, Says Bank of Singapore’s Nicholson
Oct.23 -- Gareth Nicholson, head of fixed income and discretionary portfolio management at Bank of Singapore, discusses growth in the bond market, the yield curve and his outlook for global growth. He speaks on “Bloomberg Markets: China...
Bloomberg
Chadha Says Financials Are the Cheapest Sector in S&P
Apr.10 -- Binky Chadha, chief global strategist at Deutsche Bank, discusses why he is long and overweight financials. He speaks with Bloomberg's Alix Steel and David Westin on "Bloomberg Daybreak: Americas."
Bloomberg
Bank Environment a 'Little Bit Dicey,' Bianco says
Apr.15 -- Jim Bianco, president and founder at Bianco Research, examines challenges for the banking industry and signals from the U.S. 10-Year yield. He speaks with Bloomberg's Vonnie Quinn on "Bloomberg Markets."
Bloomberg
Bull Run in Markets Still Intact, Duff & Phelps' Creswell Says
May.28 -- John Creswell, Duff & Phelps Investment Management executive managing director, discusses the impact of global trade tensions on financial markets with Bloomberg's Shery Ahn and Paul Allen on "Bloomberg Daybreak: Asia."
Bloomberg
Trade Poses More Risk Than Equities Are Pricing In, Kleintop Says
May.30 -- Jeff Kleintop, chief global investment strategist at Charles Schwab, discusses global economic risks and market reaction to the U.S.-China trade war. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
Rabobank’s Every Sees a Technical Recession for U.S. in 2020
Apr.10 -- Michael Every, head of Asia financial markets research at Rabobank, discusses the IMF cutting its global growth outlook, China’s economy and the possibility of a recession in the U.S. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
Poloz Is Stalling for as Long as He Can, Manulife Economist Donald Says
Sep.04 -- Frances Donald, chief economist and head of macro research at Manulife Investment Management, provides instant analysis of the Bank of Canada's decision to keep its key interest rate on hold at 1.75 percent. Donald says the...
Bloomberg
The Fed Is a Reluctant Easer, Says Goldman Sachs’s Wilson
Sep.27 -- Andrew Wilson, EMEA chief executive officer and global head of fixed income at Goldman Sachs Asset Management, discusses Fed policy, the U.S economy and investing in treasuries. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
Which Havens Attract Amid Trade Storms?
Dec.04 -- Rebecca Chesworth, senior equities strategist at State Street Global Advisors, discusses which havens she thinks are the most attractive and where she’s finding opportunity. She speaks on “Bloomberg Markets: European Open.”
Bloomberg
When Is It Time to Get Out of Risk Assets?
Aug.15 -- Hayden Briscoe, head of Asia Pacific fixed income at UBS Asset Management, discusses investing in the bond market and when you should get out of it. He speaks on “Bloomberg Markets: China Open.”
Bloomberg
Fed Is in Wait-and-See Mode Amid Complex Economic Environment, John Lipsky Says
Aug.22 -- John Lipsky, Johns Hopkins distinguished visiting scholar and former International Monetary Fund first deputy managing director, discusses the outlook for Federal Reserve monetary policy with Bloomberg's Kathleen Hays from the...
Bloomberg
Key Takeaways From Fed Chair Powell's Testimony
Nov.13 -- Constance Hunter, chief economist at KPMG. talks about Federal Reserve policy and the U.S. economy and the trade war with China. Fed Chairman Jerome Powell stuck to his view that interest rates are probably on hold after three...
Bloomberg
Fed’s Clarida Calls Coronavirus a ‘Wild Card’ for U.S. Outlook
Jan.31 -- Federal Reserve Vice Chairman Richard Clarida discusses the potential economic impact of the coronavirus as he sees the U.S. economy “in a good place.” He speaks exclusively with Bloomberg’s David Westin on “Balance of Power.”
Bloomberg
Where Can You Find Opportunities Amid Market Volatility?
Mar.05 -- Thomas Poullaouec, head of multi-asset solutions for Asia Pacific at T. Rowe Price, discusses market volatility amid the coronavirus outbreak, where he sees opportunities, and the outlook for the region's economies. He speaks...
Bloomberg
Fed Won Big Victory in Steepening Yield Curve: Wells Fargo’s Bory
Nov.11 -- George Bory, head of fixed income research at Wells Fargo Securities, says the Federal Reserve did “a fantastic job this year” in providing an offset to the trade war and steepening the yield curve. He speaks with Bloomberg’s...
Bloomberg
Fed's Mester: Yield-Curve Control Not Preferred at the Moment
Sep.02 -- Federal Reserve Bank of Cleveland President Loretta Mester says Fed will aim to have inflation run moderately above 2 percent for some time. She speaks during an online conference hosted by the National Association for Business...
Bloomberg
Fed Will Likely Be Dovish This Week, JPMorgan AM's Schowitz Says
Jun.09 -- Patrik Schowitz, global multi-asset strategist at JPMorgan Asset Management, talks about markets, the global economy and Federal Reserve policy. He speaks with Haslinda Amin and Yvonne Man on "Bloomberg Markets: Asia."
Bloomberg
Trump Calling Up Troops Plays Into Hands of Russians and Chinese, Says Gartman
Jun.02 -- Dennis Gartman, economist and former publisher of The Gartman Letter, talks about the prospect of President Trump calling up troops to end riots in cities. He speaks on "Bloomberg Surveillance."
Bloomberg
Fed Is Comfortable With Steeper Yield Curve, Says Schumacher
Jun.08 -- Mike Schumacher of Wells Fargo Securities talks about the state of bond markets. He appears on "Bloomberg The Open"
Bloomberg
Fed Has Surrendered Balance Sheet to Treasury, BlackRock's Miller Says
Jun.10 -- The U.S. has "crossed the Rubicon" with regard to fiscal and monetary policy cooperation, Bob Miller, BlackRock Inc.'s head of Americas fundamental fixed income, says. He speaks with Bloomberg's Lisa Abramowicz. Tom Keene and...
Bloomberg
Summers, Rattner on the Vaccine Rally
Nov.13 -- Former U.S. Treasury Secretary Lawrence H. Summers, a Wall Street Week contributor and adviser to President-elect Joe Biden's campaign, says fiscal stimulus will play a role in understanding where markets go from here. Steve...
Bloomberg
JPMorgan Sees Steeper Yield Curve, Fed on Hold for Longer
May.17 -- The Federal Reserve's focus on weak employment numbers means that interest rates will stay on hold for longer, according to Iain Stealey, international fixed income chief investment officer at JPMorgan Asset Management. "I...