Bloomberg
BlackRock Sees Banking Woes Boosting Bond Risk Premiums
Amanda Lynam, head of macro credit research at BlackRock Financial Management, says the firm is closely watching for "opportunities" in the US debt market, saying, "we want to stay somewhat defensive and really wait for that rebuild of...
Bloomberg
Fed Needs to Be Willing to Stop Hikes: Vincent Reinhart
"I think it's appropriate now (the Fed) moves gradually and be willing to stop," Vincent Reinhart , Dreyfus & Mellon's chief economist, says during an interview with Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
Are Treasuries Safe After the SVB Collapse?
Are US Treasuries still a safe place to invest in the midst of a banking crisis? Bloomberg's Liz McCormick reports in "The Big Take."
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Bloomberg
Bank Crisis Has Opened Pandora's Box: TD's Misra
"There are massive unrealized losses sitting on bank balance sheets," TD Securities Global Head of Rates Strategy Priya Misra says. Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Misra advises investors to own...
Bloomberg
Fed Will Cut Much More Than Expected, TD's Misra Warns
TD Securities Global Head of Rates Strategy Priya Misra says the Federal Reserve will start cutting rates much later in the year but will cut a lot more than what markets are currently expecting. She speaks with Jonathan Ferro on...
Bloomberg
Markets in 3 Minutes: China Tech Buoys Sentiment
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
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Bloomberg
Hedge Funds Unwind Short Bets and Go Long Treasuries
The scramble by hedge funds to dump short positions helped drive two-year yields down around 100 basis points from a March 8 peak above 5% as traders lean toward further gains in the world's biggest bond. Valerie Tytel explains on...
Bloomberg
Big Banks' Senior Debt a 'Good Buy,' Says Morgan Stanley's Weinstein
Morgan Stanley Investment Management Head of Fixed Income Brian Weinstein says the returns from the senior debt of large financials make them an attractive buy for investors. "You are going to get 5.5%, 5% for it for 10 years -- it's a...
Bloomberg
JPMorgan's Jin on Markets
Jin Yuejue, Multi-Asset Solutions Investment Specialist at JPMorgan Asset Management, discusses her latest market outlook and investment strategies amid the banking turmoil. She speaks with Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Lingering Repercussions of Banking Turmoil: 3-Min MLIV
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
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Bloomberg
Asian Banks' AT1s Non-Call Risk Low
Global markets are breathing a small sigh of relief amid this lack of negative news in the banking industry. Shares are rallying and some AT1 bonds are off lows. Will these instruments snap back to pre-mini crisis levels? Pri De Silva,...
Bloomberg
Morgan Stanley Likes Financials in Some Emerging Markets
Jitania Kandhari, deputy chief investment officer and head of macroeconomic research for emerging markets at Morgan Stanley, discusses the outlook for EM assets, the dollar, and the opportunities she sees. She speaks with Shery Ahn, Paul...
Bloomberg
What Happened to the Cash at SVB?
Paul J. Davies of Bloomberg Opinion says details about the Silicon Valley Bank meltdown are surprisingly reassuring.
Bloomberg
Fed's Bullard: Markets Should 'Listen to Me' on Rates
Federal Reserve Bank of St. Louis President James Bullard comments on the disconnect between his views on rates and market expectations during an interview with Mike McKee on "Bloomberg Surveillance."
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Bloomberg
Markets in 3 Minutes: Oil; Yield Curve; Consumer Spending
Mark Cudmore and Dani Burger break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
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Bloomberg
China's Housing Market Seems to Have Hit Bottom: Chang
Charles Chang, Greater China country lead for corporates at S&P Global Ratings, discusses China Evergrande's debt restructuring, what will be accomplished by the plan and what is the recovery rate for the company. He speaks on Bloomberg...
Bloomberg
UBS's Zuercher: Look at High-Quality Duration Bonds
Adrian Zuercher, chief investment officer and head of global asset allocation at UBS Global Wealth Management, discusses the surprise OPEC+ production cut, oil prices and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Banking Crisis Impact on The Markets
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy & Julian Salisbury, Goldman Sachs Asset & Wealth Management CIO discuss the banking crisis and shoring up confidence in the financial system. They also breakdown why the...
Bloomberg
Recession Inevitable by End of Year: JPMorgan's Michele
"We're actually looking for an opportunity to add more duration to our portfolios," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview with Lisa Abramowicz on "Bloomberg The...
Bloomberg
JPM's Michele Expects Temporary Rally in Risk Assets
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says risk assets could rally in the next quarter but he would "absolutely not" be leaning into the rally during an interview with Lisa Abramowicz on "Bloomberg...
Bloomberg
Fed Has 'Broken the Back' of Inflation: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says the Federal Reserve has won the war against inflation during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
What JPM's Michele Expects for Credit Spreads, Defaults
"When the pain hits, when we get into a recession, we're expecting high-yield credit spreads to go to a minimum of eight hundred over," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview...
Bloomberg
Fed Will Start Cutting Rates in September: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, discusses his fixed-income investment strategy during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
El-Erian: Warning Signs Are Now Flashing Yellow
Mohamed El-Erian, chief economic adviser at Allianz and Bloomberg Opinion columnist, says the worst of the recent turmoil in banking is over, but there are still warning signs. "We're going from liquidity to capital, and from financial...