Bloomberg
Bond Yields Are Headed Higher, Barry Knapp Says
Barry Knapp, Ironsides Macroeconomics director of research, says bond yields are heading higher in the first half of 2025. Speaking on "Bloomberg The Close," Knapp also discusses the outlook for stocks and the US dollar.
Press Association
Activist calls for Central Bank of Ireland to cease authorisation of bonds to Israel
Sean Marmion, Ireland Palestine Solidarity Campaign activist, calls on Central Bank of Ireland to stop authorising Israel Bonds in the EU.
Bloomberg
JPMorgan's Barry Sees Fed Easing 75 Bps in 2025
Jay Barry, JPMorgan's head of global rates strategy, discusses the outlook for the fixed income market and Federal Reserve rate cuts in 2025 on "Bloomberg The Close."
Bloomberg
Tariffs an Opportunity to Go Long Fixed Income: BMO's Davis
Earl Davis, head of fixed income and money markets at BMO, expects the first quarter be "very telling for Treasuries," as he says the US 10-Year yield "has a better chance of seeing 4.25 than 4.75 in the first quarter of 2025."
Bloomberg
Gradient Investments Sees More Growth Ahead for Google
Jeremy Bryan, Senior Portfolio Manager at Gradient Investments, discusses markets, the economy and why he sees more growth ahead for Google. He speaks with Paul Sweeney and Caroline Hyde on "Bloomberg Markets."
Bloomberg
Bond Market to Keep DC, Deficit in Check in 2025: Tchir
Peter Tchir, head of macro strategy at Academy Securities, says a 5% yield on the 10-Year US Treasury is "pretty realistic," depending on which policies of President-elect Donald Trump actually get implemented.
Bloomberg
Fed May Cut More Than Expected in 2025, JPMorgan's Misra Says
JPMorgan Investment Management Portfolio Manager Priya Misra discusses how she is positioning for the year ahead on Bloomberg Television.
Bloomberg
Bitcoin Slumps: Trump Euphoria Gives Way to Fed Wariness
Bitwise Asset Management CIO Matt Hougan tells Caroline Hyde why he believes the latest weakness in crypto and Bitcoin over the last few days is a "healthy pullback" which does not take away from the asset class's overall great run this...
Bloomberg
Market Doesn't Trust the Fed, Oppenheimer's Stoltzfus Says
Oppenheimer Chief Investment Strategist John Stoltzfus says he still believes in the broadening of the stock market rally and doesn't expect a correction to happen. He speaks on "Bloomberg Open Interest."
Bloomberg
JPMorgan's Michele Likes Emerging-Market Debt, CCC Bonds
Bob Michele, JPMorgan Asset Management's global head of fixed income, says JPMorgan continues to like credit with no recession on the horizon. He speaks on "Bloomberg Surveillance: The Fed Decides."
Bloomberg
How DoubleLine's Shinoda Is Playing the Bond Market
Ken Shinoda, DoubleLine Capital portfolio manager, discusses the market reaction to the Federal Reserve officials lowering their benchmark interest rate for a third consecutive time. He speaks on "Bloomberg The Close."
Bloomberg
BlackRock Sees Broader Opportunities Beyond US Equities
Ursula Marchioni, head of investment and portfolio solutions EMEA at BlackRock, comments on US "exceptionalism" and why she sees wider opportunities in equities and fixed income. She speaks on Bloomberg Television.
Bloomberg
Bond Vigilantes Are Returning by Stealth: 3-Minute MLIV
Anna Edwards, Kriti Gupta, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
JPMorgan's Berro Sees Scope for US Yield Curve to Steepen
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, says her firm is putting risk to work on the US yield curve and is buying duration in other global markets.
Bloomberg
Inflation a Bit Stuck, Bonds at Reasonable Level: Dudley
William Dudley, a Bloomberg Opinion contributor and former president of the Federal Reserve Bank of New York, discusses the outlook for Fed policy and the fixed income market on "Bloomberg Open Interest." Dudley's opinions are his own.
Bloomberg
Doubleline's Sherman Shares Insights into 2025 Markets
Wall Street's enthusiasm for megacap tech stocks continues to climb, with several Magnificent 7 stocks hitting new records this week. That's impacting their fair value model for the S&P 500 according to Bloomberg Intelligence. Jeffrey...
Bloomberg
ECB's Lagarde Says Growth Risks 'Tilted to the Downside'
European Central Bank President Christine Lagarde comments on the outlook for the euro-area economy, saying that the risks to growth are "tilted to the downside." She made the comments at a news conference in Frankfurt after the ECB...
Bloomberg
PGIM's Collins: Hard to Argue With Rates at These Levels
Michael Collins, multi-sector executive portfolio manager at PGIM Fixed Income, sees confusion in the bond market about US economic data and says the rate on the US 10-Year Treasury "feels like it's fair value for the current environment."
Bloomberg
Lagarde: 'We're Not Done' on Getting to Inflation Target
European Central Bank President Christine Lagarde discusses efforts to bring inflation down to 2%. "We are getting closer, but we are not done," she said during a news conference in Frankfurt after the ECB lowered interest rates for the...
Bloomberg
Market Euphoria May Be Getting Carried Away: Rockefeller's Chang
Rockefeller Global Family Office CIO Jimmy Chang discusses the outlook for bond yields and financial markets under the Trump administration on "Bloomberg The Close."
Bloomberg
BlackRock's Chaudhuri Sees Market Broadening Out From Tech in 2025
Gargi Chaudhuri, BlackRock chief investment and portfolio strategist, Americas, says the recent economic data will spur the Federal Reserve to cut rates by 25 basis points in December. Speaking on "Bloomberg The Close," Chaudhuri also...
Bloomberg
Yellen Talks Russia Sanctions, Tariffs and US Deficit
Treasury Secretary Janet Yellen says the US is looking for creative ways to curb Russia's revenue. Speaking with David Gura on "Bloomberg Open Interest," Yellen also discusses US-China relations, tariffs, currencies and US fiscal policy.
Bloomberg
BMO's Earl Davis 'Constructively Bullish' on Stocks
Earl Davis, BMO Global Asset Management head of fixed income and money markets, discusses the outlook for the equity and fixed income markets. Speaking on "Bloomberg The Close," Davis says he sees a "grind tighter" in spreads.
Bloomberg
Brandywine's Chen Sees Treasuries Range-Bound Next Year
Tracy Chen, Brandywine Global portfolio manager of global fixed income, sees Treasuries being range-bound next year while discussing the outlook for the credit market on "Bloomberg The Close."