Bloomberg
Lagarde Says Inflation to Reach 2% Target in Early 2026
European Central Bank President Christine Lagarde, speaking at a news conference in Frankfurt, says inflation will reach the ECB's 2% target only in early 2026. She made the comments after the Governing Council decided to lower interest...
Bloomberg
ECB Decision: What to Expect From Today's Meeting
The European Central Bank is set to lower interest rates for the sixth time since June, though a volatile economic backdrop is sowing divisions over where to take borrowing costs from here. Bloomberg's Lizzy Burden reports from Frankfurt.
Bloomberg
Europe Could See 'Higher' Neutral Rate, Vanguard Says
Vanguard Global Chief Economist Joseph Davis discusses the ongoing global bond selloff on the back of Germany's spending plans, which could reshape Europe's growth outlook. Speaking on Bloomberg Television, he says for Germany and Europe...
Bloomberg
More Pressure on Weaker Sovereigns in Europe: Kraemer
Moritz Kraemer, chief economist at LBBW, discusses the outlook for European bonds as nations look to fund increased defense spending. "This will heighten the pressure on sort of weaker sovereigns in the euro area," Kraemer says. "Not so...
Bloomberg
Euro Rising to $1.30 Is Reasonable Target: 3-Minute MLIV
Anna Edwards, Tom Mackenzie, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." For up to the minute market intelligence and insight, click MLIV .
Bloomberg
Morgan Stanley's Zezas Expects Yields to Move Lower
Morgan Stanley Managing Director Michael Zezas discusses the impact of the Trump administration's tariff policy on sentiment and markets. He speaks on "Bloomberg The Close."
Bloomberg
US Equities Overvalued, Vanguard's Davis Says
Vanguard President and Chief Investment Officer Greg Davis discusses US equities and bonds, saying the US equity market is "priced for perfection" and "overvalued by a pretty fair degree." Speaking on Bloomberg Television, he adds: "We...
Bloomberg
HSBC's Major Sees US 10-Year Through 4% in Next Few Weeks
Steven Major, global head of FI research at HSBC, examines the drop in US 10-year yields and the economic and market factors that can continue to fuel the rally.
Bloomberg
Correlations Are Here to Stay, Says JPM's Misra
Priya Misra, portfolio manager at JPMorgan Investment Management, says her firm is seeing "significant inflows into bond funds" and thinks the US 10-year is "going to move lower, closer to 4%."
Bloomberg
Can China Avoid Japan's Lost Decades?
Low bond yields, weak inflation and a struggling property market have raised fears China may see its own version of Japan's 1990s "balance sheet recession." Can China change course in time to avoid its own "lost decades?"
Bloomberg
Europe Defense Developments a Catalyst for Bonds: Bianco
Jim Bianco, president and macro strategist at Bianco Research, discusses the factors he sees driving six weeks of lower bond yields and explains the potential scenario of a "Mar-A-Lago Accord."
Bloomberg
Traders Start Positioning for Drop in Bond Yields
US treasury yields are near their lowest levels of the year as traders bet on bigger interest rate cuts. Some bond traders are starting to hedge for a possible economic slowdown. Bloomberg's Liz Capo McCormick has the Wall Street Beat on...
Bloomberg
How Nuveen's Rodriguez Is Playing the Fixed Income Market
Tony Rodriguez, Nuveen's head of fixed income strategy, says he's not calling for a recession and discusses his outlook for the fixed income market on "Bloomberg The Close."
Bloomberg
Mike Wilson on Fed, US Exceptionalism, Tariffs Impact
Mike Wilson, chief US equity strategist and CIO at Morgan Stanley, says US tariffs on Mexico and Canada could hurt earnings for S&P 500 companies. He also talks about consumer confidence, his outlook for stocks, when the Federal Reserve...
Bloomberg
BNP Sees Upside for Defense Sector in Europe
Benedicte Lowe, strategist at BNP Paribas Markets 360, discusses the outlook for defense stocks amid pressure on European governments to increase military spending. "We still think we see some tailwind out of this sector for Europe over...
Bloomberg
BlackRock's Li: Still Overweight US Equities
Wei Li, global chief investment strategist at BlackRock, says she prefers European duration over US, but sees the US still leading in almost all market dimensions amid a "catch up for the rest of the world relative to the US."
Bloomberg
Innovator ETFs CEO on Buffer ETF BALT
Innovator ETFs CEO, Co-Founder, and Innovator Capital Management CEO, Co-Founder Bruce Bond explains the Innovator Defined Wealth Shield ETF (ticker: BALT).
Bloomberg
US 10-Year a Story of Supply, Not Growth: BMO's Davis
Earl Davis, head of fixed income and money markets at BMO Global Asset Management, explains why he expects US 10-year yields to continue to grind lower.
Bloomberg
Bond Market Encouraged by Bessent's Message: JPM's Berro
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, says US Treasury Secretary Scott Bessent's comments on it not being the right time to term-out US debt "really makes a lot of sense" and brings comfort to the...
Bloomberg
US Long-Term Inflation Views Rise to Highest Since 1995
US consumers' expectations for long-term inflation rose to the highest rate in three decades. Consumers expect prices will climb at an annual rate of 3.5% over the next five to 10 years, according to the final February reading from the...
Bloomberg
Nuveen Sees US 10-Year in Range-Bound Trading From Here
Laura Cooper, global investment strategist and head of macro credit at Nuveen, says her firm is "quite cautious on duration" in bonds.
Bloomberg
Greek PM Says Talks on Joint EU Debt to 'Pick Up Steam'
Greek Prime Minister Kyriakos Mitsotakis says "the discussion about some sort of joint European borrowing facility is certainly on the table" and he also expects it "to pick up steam very quickly." Mitsotakis made the comments during an...
Bloomberg
Many Opportunities in CMBS Market: DoubleLine's Chen
DoubleLine Portfolio Manager Morris Chen discusses the DoubleLine Commercial Real Estate ETF (DCRE). He says there are opportunities in CMBS Markets, sees improvement in office sentiment, and shares his thoughts on data centers.
Bloomberg
SocGen Sees 10%-15% Upside for European Stocks
Kokou Agbo-Bloua, global head of economics and cross asset at Societe Generale, discusses the correlation between stocks and bonds and the outlook for equity markets. "We think it has legs," Agbo-Bloua says when asked about the European...