The Wall Street Journal
Tracking the Economy
The U.S. economy is on a roll, setting the pace for global growth. How long can that continue? And what should we make of the rising U.S. budget deficit?
The Wall Street Journal
The Financial Outlook
The world's major economies are growing in concert for the first time in years. Interest rates are rising. After a sustained rise over many years, stock markets suffered a rare bout of volatility in February. What's next?
The Wall Street Journal
Economic Outlook
The U.S. is growing, China is slowing, the Fed appears to have shifted into neutral. Is that a Goldilocks prescription for continued expansion -- or the calm before the storm?
The Economist
Does this line predict America’s next recession?
The yield curve has predicted America's last eight recessions. In March this year it inverted again. So what does it mean for America?
The Wall Street Journal
Federal Reserve Governor Lael Brainard on the U.S. Economy
The central banker discusses interest rates, inflation and the ways that global events from the pandemic to the war in Ukraine are affecting America's economic picture.
Institute for New Economic Thinking
Calculating the Cost of COVID
Inflation? Expanding digital currencies? What's next in this brave new world? Jens Nordvig (Founder & CEO, Exante Data) describes what he saw as the pandemic unfolded, and where it might be taking us.
Institute for New Economic Thinking
Markus Brunnermeier: The Future of Europe 1/6
Markus Brunnermeier, Edwards S. Sanford Professor, Princeton University at the panel entitled "The Future of Europe" at the Institute for New Economic Thinking's (INET) Paradigm Lost Conference in Berlin. April 13, 2012. #inetberlin
The Wall Street Journal
The Future Of: Global Markets
With financial bubbles ending the last two expansions, do market vulnerabilities warrant greater attention today? WSJ's Nick Timiraos speaks with Richard H. Clarida, ViceChairman of the Board of Governors of the Federal Reserve System.
Bloomberg
Northern Trust AM Sticking to 'Cautious Positioning'
Wouter Sturkenboom, chief investment strategist for Europe, Middle East, Africa and Asia Pacific at Northern Trust Asset Management, explains why he's maintain an overweight to cash. and discusses the outlook for markets and central...
Bloomberg
HKUST's Kitney on Central Bank Policies
Paul Kitney, Professor of Business Practice at the Department of Economics of HKUST Business School and a former chief APAC equity strategist for Daiwa Capital Markets, discusses policy moves by the Bank of Japan and the US Federal...
Bloomberg
BOJ Makes Modest Tweak to Yield Policy
The Bank of Japan added flexibility to its yield control program while falling short of market speculation of a greater change. Haslinda Amin and Annabelle Droulers report on Bloomberg Television.
Bloomberg
Bank of Japan Set to Announce Policy Amid Tweak Speculation
Bank of Japan Governor Kazuo Ueda and his fellow board members are set to decide whether they need to adjust the central bank's yield curve control program as they conclude a two-day policy meeting Tuesday. A statement on the outcome is...
Bloomberg
Yellen: Robust Economy Suggests Higher-for-Longer Rates
US Treasury Secretary Janet Yellen says higher yields reflect a stronger economy and it is possible longer-term yields will come down during an event in Bloomberg's Washington office.
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Bloomberg
Harvey: Hard to Build Equity Floor Without the Rates Ceiling
Wells Fargo head of equity strategy Christopher Harvey says that the big question for equities will come from how high rates go. Citi Global Wealth head of investment solutions Kristen Bitterly says that it is no longer about how high...
Bloomberg
Federal Reserve Likely at Interest-Rate Peak Already, Saxo Says
John Hardy, head of foreign exchange strategy at Saxo, discusses Federal Reserve policy and the implications for the dollar. Cleveland Fed President Loretta Mester said the central bank is close to wrapping up its aggressive tightening...
Bloomberg
Yields in 'Trouble Spot' for Equities: RBC's Calvasina
Lori Calvasina, RBC Capital Markets head of US equity strategy, discusses how the recent surge in bond yields impacts the equity market with Romaine Bostick on "Bloomberg Markets: The Close."
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Bloomberg
Banrion Capital Mgmt's Sissel on US Markets
Shana Sissel, president at Banrion Capital Management, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Soft Landing Belief Leads to Rise in Yields: Xie Patrick
"This belief in a soft landing is leading to this rise higher in yields." Amy Xie Patrick, head of income strategies at Pendal Group, discusses US markets, the economy and her investment strategy. She speaks on Bloomberg Television.
Bloomberg
Robeco's Chow on Fed Policy, Bonds, Treasuries
Thu Ha Chow, head of fixed income Asia at Robeco, discusses Federal Reserve policy, the bond market and her outlook for treasuries. She speaks on Bloomberg Television.
Bloomberg
Japan's Yield Curve Control Likely Gone By April: CLSA
Nicholas Smith, Japan strategist at CLSA, discusses the possibility of the Bank of Japan intervening in the currency markets, Japanese government bonds and his outlook for the banking sector. He speaks on Bloomberg Television.
Bloomberg
PineBridge's Slim Likes Short End of the Curve
"We like the short end of the curve." Omar Slim, portfolio manager at PineBridge Investments, discusses the sell off in bonds, his investment strategy and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Markets in 3 Minutes: Higher, Steeper Yields; Stocks Repositioning
Eddie van der Walt, Anna Edwards and Tom Mackenzie break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
There Are High Absolute Yields in Muni Market: Barber
Ben Barber, Franklin Templeton fixed income director of municipal bonds, says there are high absolute yields in today's muni market. He's on "Bloomberg Markets: The Close."
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Bloomberg
Markets in 3 Minutes: Oil Heads for Top, More Steepening
Eddie van der Walt, Tom Mackenzie and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."