Bloomberg
We've Passed Peak Rates for This Cycle, LeBas Says
Guy LeBas, Janney Montgomery Scott chief income strategist, talks about bonds, fixed income, interest rates and how the Federal Reserve is trying to control inflation.
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Bloomberg
Duration Is Still a Play Medium-Term: OCBC's Menon
Vasu Menon, executive director of investment strategy at OCBC Bank Wealth Management, discusses the Reserve Bank of New Zealand's decision to raise interest rates by 50-basis points, bond yields and his investment strategy. He speaks on...
Bloomberg
PGIM's Peters Expects Yield Curve to Remain Inverted
Greg Peters, co-chief investment officer of PGIM Fixed Income, says he expects the yields on shorter-dated Treasuries to continue to rise above those for longer-term ones. "I still have this triple-digit target between 2s and 10s, I...
Bloomberg
BlackRock's Seth: I Like Front End of the Yield Curve
Neeraj Seth, chief investment officer and head of Asian credit at BlackRock Inc., discusses Federal Reserve policy, the yield curve and his investment strategy. He speaks on Bloomberg Television.
Bloomberg
Fed Won't Cut Rates Until Q1 Next Year, BNP's Tse Says
Calvin Tse, BNP Paribas head of Americas macro strategy, expects a "quite significant steepening" in the shape of the US yield curve driven by a rally in the front end. He speaks during an interview with Jonathan Ferro on "Bloomberg The...
Bloomberg
Investors Need to Take Caution in Positioning: Ng
"We are going through a period of a fair amount of uncertainty," says Kheng Siang Ng, APAC head of fixed income at State Street Global Advisors. Because of that, he says, "investors need to take a fair bit of caution in positioning." He...
Bloomberg
Investment Grade Is a Sweet Spot for Markets: Slim
"Investment grade is a sweet spot for markets this year." Omar Slim, senior portfolio manager for Asia fixed income at PineBridge Investments, discusses the US yield curve, his investment strategy and where he's finding opportunity. He...
Bloomberg
Fed Should End 'Crazy' Policy Tightening, Says SMBC's Lavorgna
SMBC Nikko Securities Chief Economist Joseph Lavorgna says the Federal Reserve should begin to cut interest-rates to limit the impact of recession he predicts for the third-quarter of this year. "The Fed will be cutting and should be...
Bloomberg
Pre-CPI Market Volatility Fades
Nour Al Ali, Bloomberg Markets Live Editor, says lower volatility shows there is a structural shift in the market.
Bloomberg
Wakatabe: I'd Be Very Surprised if BOJ Changes YCC
"Japan's inflation rate still not reaching and staying at 2% yet." Former Bank of Japan Deputy Governor Masazumi Wakatabe discusses the central bank's monetary policy and says he'd be "very surprised if the BOJ changes the YCC." He...
Bloomberg
Bank of Japan Set to Announce Policy Under New Governor Ueda
The Bank of Japan is scheduled to announce its first policy decision under new governor Kazuo Ueda. Kathleen Hays reports on Bloomberg Television.
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Bloomberg
Former BOJ Assistant Governor Momma on Policy Decision
Kazuo Momma, a former assistant governor of the Bank of Japan and now executive economist at Mizuho Research & Technologies, discusses the central bank's latest policy decision. The BOJ scrapped its guidance on future interest rate...
Bloomberg
Bank of Japan Scraps Rates Guidance, Calls Review, Holds Policy
The Bank of Japan has announce its policy decision following the first meeting under Governor Kazuo Ueda's leadership. The central bank scrapped its guidance on future interest rate levels and called for a long-term review of its...
Bloomberg
Morgan Stanley's Sheets on 2022 Growth, Curve Inversion, Credit
Andrew Sheets, chief cross asset strategist at Morgan Stanley, discusses the factors behind his firm's call for global economic growth, the impact of a U.S. yield curve inversion on financial markets, and credit investment strategy on...
Bloomberg
UBS's Briscoe Likes 1 to 3 Year Part of the Yield Curve
Hayden Briscoe, head of global EM and APAC fixed income at UBS Asset Management, discusses fixed income, Federal Reserve monetary policy and his outlook for bonds. He speaks on Bloomberg Television.
Bloomberg
What's the Big Idea? Beware the ‘Convexity Hedging Beast’
Aug.19 -- Bond yields have been plunging again, raising questions about what the market is implying about the future of the U.S. economy. But a technical factor could be exacerbating the dramatic moves. Analysts at JPMorgan and TD...
Bloomberg
Is Hot Inflation Fully Priced Into Markets?
After U.S. inflation climbed by 7% in 2021, the biggest 12-month gain since June 1982, investors want to know if hot inflation is fully priced into markets? Bloomberg's Mike McKee and Bloomberg Intelligence's Ira Jersey discuss.
Bloomberg
Fed Governor Waller: Three Rate Hikes in 2022 'Still a Good Baseline'
Federal Reserve Governor Christopher Waller discusses the outlook for the U.S. economy, the central bank's policy and its balance sheet. Fed officials last month signaled they will raise interest rates three times this year and sped up...
Bloomberg
Inflation to Impact Short End of Yield Curve: Nuveen's Nick
Brian Nick, chief investment strategist at Nuveen, discusses how Russia's invasion of Ukraine has changed markets, the Federal Reserve's rate hiking cycle, and the short end of the yield curve on "Bloomberg Surveillance."
Bloomberg
AllianceBernstein Jenny Zeng on Global Fixed Income Market
AllianceBernstein Co-Head of Asia Pacific Fixed Income Jenny Zeng discusses the outlook for government and corporate bonds in Asia Pacific. She speaks to David Ingles and Rishaad Salamat on 'Bloomberg Markets: Asia'
Bloomberg
Pimco: Yield Inversion May Not Be a Good Indicator Now
Erin Browne, portfolio manager at Pacific Investment Management Co., talks about the Treasury yield curve's inversion, its implications for financial markets, and her investment strategy. The U.S. two-year yield briefly exceeded the...
Bloomberg
Bonds Flash Recession Signal as Key Yield Gap Inverts
The U.S. two-year yield briefly exceeded the 10-year Tuesday for the first time since 2019, inverting yet another segment of the Treasury curve. This reinforced the view that Federal Reserve rate increases may cause a recession. Kathleen...
Bloomberg
PGIM's Collins: Fed Rate Returning to Zero in 3-5 Years
PGIM Fixed Income Senior Portfolio Manager Michael Collins says markets have already priced in a funds rate of 3.25% and then almost 100 basis points of rate cuts after that. He speaks on "Bloomberg Surveillance."
Bloomberg
El-Erian Expects Further Pressure on Yield Curves
Feb.19 -- Mohamed El-Erian, a Bloomberg Opinion columnist, says duration risk is interesting but liquidity risk should be the focus of investors and adds that the Federal Reserve is in a tough spot as yield curves continue to steepen. He...