Bloomberg
The 5 C's to Watch for in Bank Earnings From Mike Mayo
Apr.13 -- Wells Fargo analyst Mike Mayo talks about what he's looking for out of big bank earnings. He's expecting a big surprise from Goldman Sachs. He talks to Bloomberg's Matt Miller.
Bloomberg
Bond Route Eases After Yield Surge Triggers Market Havoc
Feb.26 -- Simon French, chief economist at Panmure Gordon, discusses Thursday’s bond market route as he’s watching the shift from a steeping of the yield curve to a tightening on the front end. He speaks on “Bloomberg Surveillance Early...
Bloomberg
Hard to Find Quality Bonds, Decent Yields: Morgan Stanley
Jun.15 -- Brian Weinstein, head of global fixed income at Morgan Stanley, says money is moving out of the curve, but expects to see more demand for the long end as the summer goes on. He speaks on “Bloomberg Surveillance.”
Bloomberg
OCBC Bank Remains Medium-Term Positive on Stocks: Menon
Vasu Menon, executive director of investment strategy at OCBC Bank Wealth Management, discusses equities, Chinese markets and where he sees stocks heading. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Fed to Announce Tapering in December, TD Securities Says
Sep.05 -- Mitul Kotecha, chief emerging-market Asia and Europe strategist at TD Securities, discusses Federal Reserve policy and its implications for global markets. He speaks with Rishaad Salamat and David Ingles on "Bloomberg Markets:...
Bloomberg
TIB's Liu: Still See Good U.S. Growth
Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners discusses the U.S. CPI data which beat estimates amid inflationary pressures in the economy. She speaks with Manus Cranny on "Bloomberg Daybreak: Middle East."
(Source:...
Bloomberg
Markets Recognize Global Growth Is Booming: Schwab's Kleintop
Sep.30 -- Jeff Kleintop, Charles Schwab chief global investment strategist, discusses the state of financial markets on "Bloomberg Markets: The Close."
Bloomberg
Strategist Al-Hussainy Sees 'Yellow Flag' in Debt Market
Edward Al-Hussainy, global rates strategist at Columbia Threadneedle, says Treasury and credit markets are showing "unhealthy" signs early in the Federal Reserve's tightening process. He speaks on "Bloomberg Surveillance."
Bloomberg
Why Evercore's Emanuel Lowered S&P 500 Target to 4,300
Evercore ISI Chief Equity and Quantitative Strategist Julian Emanuel discusses the factors behind his revised 2022 call for the S&P 500 index on "Bloomberg Surveillance."
Bloomberg
JPMorgan Private Bank Favors Taiwan, Indonesia, Japan Stocks
Julia Wang, executive director and global market strategist at JPMorgan Private Bank, discusses the outlook for markets and the opportunities she sees in Asian stocks. She also talks about U.S. Treasury yields and the economy. She speaks...
Bloomberg
Federal Reserve's Daly Sees 50 Basis Point Hike in September, Open to 75 Bps
Federal Reserve Bank of San Francisco President Mary Daly discusses the state of the US economy and its implications for monetary policy. Consumer prices slowed to an 8.5% year-over-year pace last month, a report showed Wednesday, from...
Bloomberg
Have Yields Peaked? `That's Laughable': 3-Minute MLIV
Mark Cudmore and Dani Burger break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
Bloomberg
BofA's Cabana Says Fed Needs to Stay Data Dependent
Investors, like the officials at the Federal Reserve, will "unfortunately" need to stay dependent on US data -- even as the inverted yield curve implies the need for an eventual Fed pivot, said Mark Cabana, Bank of America's global head...
Bloomberg
Jobs Report Shows No Fed Impact: BlackRock's Rosenberg
"We still have a significant inflation problem in the most important driver of inflation which is in wages and services," Jeffrey Rosenberg, portfolio manager of BlackRock's Systematic Multi-Strategy Fund, says during an interview with...
Bloomberg
Pimco's Crescenzi Sees 'Plunge' in Interest Rates Volatility Next Year
Anthony Crescenzi, market strategist and portfolio manager at Pacific Investment Management Co. (Pimco), discusses his firm's fixed income investment strategy on "Bloomberg Surveillance."
Bloomberg
Yen Slumps to 24-Year Low as Investors Embrace Riskier Assets
The yen slumped to a new 24-year low against the dollar. The underlying force driving down the yen remains that divergence between the Bank of Japan's policy and that of the Federal Reserve. Mark Cranfield reports on Bloomberg Television.
Bloomberg
Fmr Fed Governor Kroszner on US Inflation
University of Chicago Booth School Professor of Business and Fmr Fed Governor Randy Kroszner joined "Bloomberg Markets: Americas" with Alix Steel and Guy Johnson to discuss inflation and unemployment rate predictions.
Bloomberg
Yields Signaling Recession Not Predestined: Ameriprise
Anthony Saglimbene, Ameriprise Financial global markets strategist, sees a 50/50 chance of the US falling into a recession over the next six to twelve months. He speaks on "Bloomberg Markets: The Close."
Bloomberg
Fed's Barkin: Need to Hike Without 'Breaking Anything'
"We are in a situation where inflation is high, it's broad based, it's persistent, and rates are still well below normal," Federal Reserve Bank of Richmond President Thomas Barkin says in a live-streamed event hosted by the National...
Bloomberg
Muni Yields Getting Interesting, Neuberger's Iselin Says
Jamie Iselin, Neuberger Berman's head of municipal fixed income, discusses his strategy for investing in muni bonds amid the stock market selloff with Taylor Riggs on "Bloomberg Markets: The Close."
Bloomberg
Recession May Not Start Until Mid-2024, Jim Bianco Says
"I'm not so sure that Wall Street has the patience to see that the recession is going to maybe unfold a little bit slower and longer than they think," Bianco Research founder and CEO Jim Bianco says during an interview with Jonathan...
Bloomberg
Should Investors Be Concerned About U.S. Recession?
May 23 -- Wells Fargo Equities Strategist
Bloomberg
Nomura to Shut Down European Equity Business
April 12 -- Nomura Holdings Inc., Japan’s largest brokerage, said it will close certain businesses in Europe and "rationalize" parts of its operations in the Americas. Wunderlich Securities Managing Director Art Hogan also discusses...
Bloomberg
Qatar Said to Be Planning $5B Dollar Bond Sale
May 5 -- Qatar, the world's biggest liquefied natural gas exporter, will seek to raise up to $5B from a planned bond sale as early as this month, according to three bankers familiar with the deal. Bloomberg's Claudia Maedler reports on...