Bloomberg
Matus Projects US Real GDP Growth at 3%
Drew Matus, Chief Market Strategist at Metlife Investment Management, talks about his outlook for US real GDP growth on "Bloomberg Surveillance."
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Bloomberg
Will BOJ Tweak Yield Control This Month?
The Bank of Japan will probably adjust its yield curve control program at its policy meeting this month given that inflation is stronger than expected, according to Hideo Hayakawa, a former executive director at the bank. Mark Cranfield...
Bloomberg
Market Expectations Not Adapting to Reality: PGIM's Tipp
"We're having a failure of expectations to adapt to reality," PGIM Fixed Income Chief Investment Strategist Robert Tipp says, Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Tipp also says he sees a "productive"...
Bloomberg
Yen Strengthens Through 140 Per Dollar
Yen bulls that have reaped nothing but disappointment in 2023 are finally eyeing gains as the currency climbs to its strongest in months. Mark Cranfield reports on Bloomberg Television.
Bloomberg
Markets in 3 Minutes: US CPI Drop Expected, Nasdaq Rebalancing Eyed
Eddie van der Walt, Stephen Carroll and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Fed Can Go Higher and Stay There for Much Longer: Pictet's Renaud-Chatelain Says
The Federal Reserve "can not only go higher but stay there for much longer and potentially well into 2024," according to Laureline Renaud-Chatelain, fixed-income strategist at Pictet. "The market is maybe now putting less weight on the...
Bloomberg
CalSTRS Ailman Says a Recession Is Coming
Christopher Ailman, chief investment officer for the California State Teachers' Retirement System, says he still thinks a recession is coming and this is the year to pay attention to the bond market. He's on "Bloomberg Markets: The...
Bloomberg
Standard Chartered: Upgraded Equities to a Core Holding
Audrey Goh, senior cross asset strategist at Standard Chartered Wealth Management Group, shares her views on equities, bonds, and policies of central banks including the Federal Reserve. She speaks with Haidi Stroud-Watts and Shery Ahn...
Bloomberg
Optimal Capital Advisors' Stacy on US Markets
Frances Stacy, Director of Strategy at Optimal Capital Advisors, discusses her outlook and investment strategies on the US Markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
Bank of Japan May Tweak Yield Curve Control in 3Q 2023, HSBC Says
Frederic Neumann, chief Asia economist at HSBC Holdings Plc, discusses policies of regional central banks including the Bank of Japan. He speaks with Yvonne Man and David Ingles on "Bloomberg Markets: China Open."
Bloomberg
US Economy Slowing, Disinflating: Roth MKM's Darda
Michael Darda, Roth MKM Partners chief economist and macro strategist, says he sees more deceleration ahead for the US economy during an interview on "Bloomberg Surveillance."
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Bond Yields Are Very Attractive, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the front end of the yield curve is "a good place to be" during an interview on "Bloomberg Markets: European Close."
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Bloomberg
Not a Good Time for BOJ to Modify YCC: Kiuchi
"It's not a good time for the BOJ to modify YCC." Takahide Kiuchi, executive economist at Nomura Research Institute and former policy board member at the Bank of Japan, discusses the central bank's policy and his outlook for the yen. He...
Bloomberg
Japan's Economy Grows Faster Than Estimated
First quarter GDP numbers out of Japan have been upgraded to growth of 2.7% on an annualized basis. The preliminary figure was 1.9%. Isabel Reynolds reports on Bloomberg Television.
Bloomberg
PGIM's Peters Sees Rates 'Surprisingly' Higher for Longer
Greg Peters, co-CIO at PGIM Fixed Income, says "it's extremely advantageous to be short versus long" on the yield curve as the bias is for higher rates, not lower rates. He speaks with Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
PGIM's Peters Sees No Recession Reward in Yield Curve
Greg Peters, co-CIO at PGIM Fixed Income, says the yield curve feels like it's "mispriced" and already pricing in a recession. He speaks on "Bloomberg Surveillance."
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State Street Global Advisors on US Markets
Gaurav Mallik, Chief Investment Strategist at State Street Global Advisors, discusses his views on the US markets amid ongoing US Debt negotiations, and ongoing speculation on the Fed's decision on rate hikes. He speaks with Haidi...
Bloomberg
Bond Market Betting on Rapid Rate Cuts: Newedge's Dawson
Newedge Wealth CIO Cameron Dawson says the moves in 2-year Treasuries are "unprecedented" during an interview with Jonathan Ferro on "Bloomberg The Open."
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Recession Inevitable by End of Year: JPMorgan's Michele
"We're actually looking for an opportunity to add more duration to our portfolios," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview with Lisa Abramowicz on "Bloomberg The...
Bloomberg
Fed Has 'Broken the Back' of Inflation: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says the Federal Reserve has won the war against inflation during an interview with Lisa Abramowicz on "Bloomberg The Open."
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What JPM's Michele Expects for Credit Spreads, Defaults
"When the pain hits, when we get into a recession, we're expecting high-yield credit spreads to go to a minimum of eight hundred over," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview...
Bloomberg
Fed Will Start Cutting Rates in September: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, discusses his fixed-income investment strategy during an interview with Lisa Abramowicz on "Bloomberg The Open."
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BlackRock's Rieder on Fed Expectations
BlackRock CIO of Global Fixed Income Rick Rieder discusses how the US economy is less interest-sensitive compared with past decades and his expectations for the Fed. He speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
Credit Spreads Could Widen Out From Here: UBP's Nip
Anitza Nip, head of fixed income research Asia at Union Bancaire Privee, discusses bond market volatility, the risk of a recession in the US and where she's finding opportunity. She speaks on Bloomberg Television.