Financial Times
What if inflation returns?
While most people think interest rates will remain low for a long time, the FT's Robert Armstrong looks at the key factor that could upset that consensus – inflation – and what effect an increase in inflation would have on recent gains...
Bloomberg
Stocks to Watch in Europe: Pubs, Travel, Banks
Wetherspoon, TUI, banks. Equities reporter Joe Easton talks us through the stocks to watch in Europe this morning.
Bloomberg
Wealth Consulting Group CEO Sees US Skirting Recession
Jimmy Lee, chief executive officer at the Wealth Consulting Group, explains why he thinks the Federal Reserve should end its policy tightening campaign as inflation in the US ebbs. This interview aired on "Bloomberg Businessweek" on June...
Bloomberg
Ed Yardeni Sees a Return to the 'Old Normal'
"The economy and stock market have already demonstrated that they can both live with these kinds of levels of interest rates," says Ed Yardeni, president at Yardeni Research, as he expects to see better productivity and earnings in 2024....
Bloomberg
Market Sentiment Moving Closer to Neutral: Beschloss
RockCreek CEO Afsaneh Beschloss says markets are moving closer to a neutral sentiment between fear and greed. Speaking on "Bloomberg Markets," Beschloss also discusses the outlook for bond yields and gives her investment advice.
Bloomberg
Generics Drugmaker Sandoz Spins Off From Novartis
Richard Saynor, CEO of generics drugmaker Sandoz Group AG, discusses the firm's spin off from Novartis AG. He speaks on "Bloomberg Markets Today."
Bloomberg
Japanese Assets Look Attractive, Wells Fargo Says
Gary Schlossberg, global strategist at Wells Fargo Investment Institute, discusses financial markets, economies and policies of Japan, the US and China. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
JPMorgan Is 'Modestly Positive' on Duration, 'Neutral' on Equities
Jin Yuejue, multi-asset solutions investment specialist at JPMorgan Asset Management, shares her views on bonds and stocks. She speaks with Yvonne Man and David Ingles on "Bloomberg Markets: China Open."
Bloomberg
Leading an All Women Wealth Management Team
Shelby Trinkino of Independent Wealth Strategies joins Bloomberg Radio Live from Commonwealth's National Financial Advisors Conference. (Interview occurred on October 12th)
Bloomberg
Julian Emanuel on AI coming after your job
Julian Emanuel discusses AI and technology stocks on 'Bloomberg Surveillance' with Tom Keene and Lisa Abramowicz.
Bloomberg
Markets in 3 Minutes: Something Has Changed for Megacap US Tech
Mark Cudmore and Tom Mackenzie break down today's key themes for analysts and investors on "Bloomberg Markets Today."
The Recount
Explaining The Netflix Stock Crash
Netflix has lost $50 billion in market cap after announcing its first quarterly subscriber decline in more than a decade. At one point on Wednesday, the stock declined by 38% and by 62% this year. And Netflix claimed suspending service...
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
Inflation Coming Down, Low Growth Ahead: Pimco's Browne
Erin Browne, Pimco portfolio manager for multi-asset strategies, says she expects additional financial condition tightening through next year during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
Markets Need Clarity on Fed Rates for Stocks to Rally: JPMorgan
JPMorgan Private Bank investment strategist Madison Faller says there's enough positive news in the current earnings season to signal a better environment for equities. "As the market moves past these these catalysts and gets more...
Bloomberg
Europe Earnings Update: Worst Sales Performance Since Pandemic
Almost half of the companies that have reported quarterly results so far have missed consensus expectations on revenue, with only 29% beating estimates -- the worst ratio since the Covid-19 pandemic -- making margin resilience all the...
Bloomberg
Why Federated Hermes Is 'Legging in' to Large-Cap Growth
Stephen Auth, equities chief investment officer at Federated Hermes, says he "broadly" sees a market buying opportunity here as stocks are "still really in a bear market." He speaks on "Bloomberg Surveillance."
Bloomberg
Morgan Stanley's Shalett Says, 'This Is a Trader's Market'
Lisa Shalett, CIO at Morgan Stanley Wealth Management, expects stocks to continue to trade "in this bear market range" until the middle of next year. She speaks with Lisa Abramowicz on "Bloomberg Surveillance."
Bloomberg
Franklin Templeton's CEO: US Will Have Soft Landing
Jenny Johnson, Franklin Templeton President and CEO, discusses her investment outlook for global financial markets. She speaks exclusively with Bloomberg TV's Yousef Gamal El-Din on the side lines of the FII conference in Riyadh.
Bloomberg
China's Latest Stimulus 'Very Positive' for Markets; UBS
Yifan Hu, regional chief investment officer and head of Asia Pacific macroeconomics at UBS Global Wealth Management, discusses China's efforts to boost the economy and the implications for financial markets. President Xi Jinping stepped...
Bloomberg
Markets in 3 Minutes: BOJ Speculation to Keep Rising All Week
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Japanese Yen Is 'Too Cheap,' Lombard Odier Says
"The currency is too cheap and inconsistent with Japan's fundamentals. And the yield gap is primarily a result of the policy difference." Homin Lee. senior macro strategist at Lombard Odier, shares his views on Japan's currency, central...
Bloomberg
China's Stock Rout Is Showing Signs of Panic
Anxiety continues to dominate China's $9 trillion stock market. Bloomberg's Fear and Greed indicator, a measure of buying strength versus selling strength, for the Shanghai Composite index on Monday fell to its lowest level since October...
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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