Bloomberg
State Street CEO O'Hanley on US Debt, Investment, Crypto
State Street Chief Executive Officer Ron O'Hanley says he expects "uncertainty" over the next 12 months as the new Donald Trump administration takes office and implements proposed policy changes. "All of these things have inflationary...
Bloomberg
Franklin CEO on Trump, IPOs, Crypto Market, Inflation
Franklin Templeton CEO Jenny Johnson discusses US President Donald Trump's day-one policy pledges, the outlook for initial public offerings, the cryptocurrency market and inflation. She speaks on Bloomberg Television at the World...
Bloomberg
GCash CEO on AI, Funding, IPO, Offering Bonds
GCash President and CEO Martha Sazon says they will offer bonds on the platform soon, will expand internationally, and have no definite IPO plans. She speaks with Haslinda Amin at the World Economic Forum's annual meeting in Davos,...
Bloomberg
HSBC Says It's Not Time to Be 'Properly Bearish' on Equities
Max Kettner, chief multi-asset strategist at HSBC, discusses the impact of higher bond yields on markets and explains why it's time to be "risk-on" in equities.
Bloomberg
FTSE Russell CEO on Move to Semi-Annual Reconstitution
FTSE Russell CEO Fiona Bassett discusses moving the US indexes to a semi-annual reconstitution frequency on "Bloomberg Open Interest."
Bloomberg
Carmignac Favors Shorter-Dated Treasury Notes
Marie-Anne Allier, a portfolio manager at Carmignac Gestion, says the firm prefers shorter-dated Treasury notes, with the long-end more vulnerable. "Inflation is still there, you still have a lot of uncertainties, the US economy is...
Bloomberg
Bonds Pretty Close to the Buy Zone: Morgan Stanley's Sheets
Andrew Sheets, global head of corporate credit research at Morgan Stanley, explains why his firm thinks "bonds are pretty attractive here" as investors price in a stronger US economy for longer.
Bloomberg
10-Year Yield Is 'Tail Wagging the Dog': Rockefeller's Chang
Rockefeller Global Family Office CIO Jimmy Chang says the 10-year Treasury yield is the "tail wagging the dog right now." Speaking on "Bloomberg The Close," Chang also says he sees momentum in the M&A market and discusses his outlook for...
Bloomberg
Higher Rates Are Here to Stay, Schutte Says
Brent Schutte, Northwestern Mutual Wealth Management chief investment officer, says higher interest rates are here to stay and they're working their way into the economy. He says they are cautious towards the overall equity market.
Bloomberg
Staying Up in Quality Equities: BlackRock's Akullian
BlackRock Head of iShares Investment Strategy Kristy Akullian says they're staying up in quality equities, international dividends are interesting, and yields in fixed income are still attractive. She speaks with Sonali Basak and Eric...
Bloomberg
Wells Fargo Sees Risk for Stocks If Yields Go Beyond 5%
Tracie McMillion, Wells Fargo Investment Institute's head of global asset allocation strategy, says she expects equities to move higher in 2025 and the increase in market volatility will produce opportunities for investors. Speaking on...
Bloomberg
El-Erian: Bond Vigilantes Are Back, But US Is Not Vulnerable
Mohamed El-Erian, Queens' College Cambridge president and Bloomberg Opinion columnist, explains why he sees the US as safe from bond vigilantes "in relative terms" and how the bond selloff gives the UK "a golden opportunity" to restart...
Bloomberg
Rates Are Bringing Value Back to Bonds: BlackRock's Rosenberg
Jeffrey Rosenberg, systemic multi-strategy fund portfolio manager at BlackRock, says higher interest rates are bringing relative value back to fixed income. His comments come after it was announced the US economy added 256,000 jobs in...
Bloomberg
BlackRock's Rieder: Momentum Will Get 10-Year to 5%
Rick Rieder, global CIO of fixed income at BlackRock, says the December jobs report emphasized that the US Economy "is in solid shape" as he examines the long end of the yield curve and the Federal Reserve's ability to cut rates further...
Bloomberg
US Payroll Growth Seen Enabling a Fed Pause - 3 Minute MLIV
Guy Johnson, Kriti Gupta, Lizzy Burden and Paul Dobson 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
Pimco Says UK Government Unlikely to Change Fiscal Rules
Pimco economist Peder Beck-Friis says he expects markets to price in "more fiscal credibility" in the UK over the coming months and that gilt yields look "fairly attractive" at the front end of the curve. He speaks on Bloomberg Television.
Bloomberg
Gilt Market Is 'Orderly,' UK Minister Says
Chancellor of the Exchequer Rachel Reeves' deputy said the gilt market is functioning as normal and underlying demand for UK debt is strong, as pressure grows on the UK government amid a rise in borrowing costs and wider market selloff....
Bloomberg
Is UK Bond Market Turmoil Another Liz Truss Moment?
Britain's latest bond turmoil has evoked memories of Liz Truss' market shaking mini-budget. But the 1970s debt crisis might be a better parallel, as Lizzy Burden explains.
Bloomberg
UK Bond Yields Surge, Pound Falls
The recent plummet of the UK market is mounting pressure. With the downturn, Gilt yields topped multi-decade peaks on Wednesday, with the 10-year rate soaring to the highest since 2008 and the 30-year yield at the highest since 1998....
Bloomberg
Tariffs Will Put Fed on Hold in First Half, TD's Goldberg Says
Gennadiy Goldberg, TD Securities head of US rates strategy, says he expects President-elect Donald Trump's tariffs to add about a percentage point to inflation in 2025, which will cause the Federal Reserve to hold rates where they are in...
Bloomberg
Bond Market Clearly on Edge, Says BlackRock's Koesterich
Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, says the bond market faces a bumpier road ahead and investors must be prepared "for an environment where bond yields are not necessarily quickly reverting to a level...
Bloomberg
Apollo's Slok Warns of Potential 'Liz Truss Moment' for US
Torsten Slok, chief economist at Apollo, says the market's concern around the outlook for US public spending could potentially build into the UK bond market turmoil of 2022 spurred by the fiscal plans of former Prime Minister Liz Truss.
Bloomberg
UK Long-Term Borrowing Costs Climb to Highest Since 1998
The UK's long-term borrowing costs surged to the highest level since 1998 as traders dumped debt ahead of a near record flood of bond sales this year. The yield on 30-year gilts climbed three basis points to 5.21%, just ahead of a £2.25...
Bloomberg
There's No Place to Hide for Investors, Peters Says
Greg Peters, PGIM Fixed Income co-CIO, says there's no place for investors to hide as markets face a risk of higher inflation. He's on "Bloomberg Surveillance" sharing his market outlook for 2025.