Bloomberg
Asian Equities Have a Lot of Upside Attraction: Moe
Tim Moe, chief APAC equity strategist at Goldman Sachs, discusses his outlook for equity markets, his investment strategy and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Defensive Stocks Could Get Their Legs Back: Mike Wilson
Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says staples, utilities and health-care stocks are the place to be if economic conditions deteriorate during an interview on "Bloomberg Markets: The Close."
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Coast Isn't Clear on Bear Market End: Mike Wilson
"The risk-reward is still not attractive given our outlook," Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says during an interview on "Bloomberg Markets: The Close."
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Bloomberg
Asia Earnings Week Ahead: Bank of China, ICBC, BYD
China banks may prove they remain on solid ground this week with the release of results. Their global counterparts, in the meantime, still reeling from weeks of banking turmoil. Olivia Tam reports on Bloomberg Television.
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Newedge's Dawson Sees More Downside Earnings Adjustments
Newedge Wealth CIO Cameron Dawson says she expects more downside adjustments to earnings to reflect higher recession risk and more credit contraction during an interview with Alix Steel and Guy Johnson on "Bloomberg Markets."
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Bloomberg
AIA Group CIO on Implications of Alibaba's Restructure
Mark Konyn, CIO at AIA Group, says he finds Alibaba's plan to regroup into six units is a "major step forward" for investors. He speaks with Rishaad Salamat and Yvonne Man on "Bloomberg Markets Asia".
Bloomberg
What Micron's Earnings Signal About the Chip Industry
Pierre Ferragu, New Street Research global team head of tech infrastructure, discusses the key takeaways from Micron's second-quarter earnings report and forecast with Scarlet Fu and Katie Greifeld on "Bloomberg Markets: The...
Bloomberg
Day of Reckoning Ahead for Markets: Bowersock's Hill
Bowersock Capital Advisors CEO and Founding Partner Emily Hill explains why she thinks the S&P 500 Index will likely retest the lows of June and September in the first half of 2023 during an interview with Lisa Abramowicz on "Bloomberg...
Bloomberg
Slower Pace of Recovery for China's Big 3 Airlines: Jain
Parash Jain, APAC head of transport research at HSBC Holdings Plc, discusses the upcoming results of China's big 3 airlines, international business travel and where he's seeing travelers go. He speaks on Bloomberg Television.
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State Street's Luk on Q2 Outlook
Ben Luk, Senior Multi Asset Strategist at State Street Global Markets, says he's overweight emerging market equities. He speaks on "Bloomberg Markets Asia".
Bloomberg
Lombard Odier Is Still Bullish on Yen, Strategist Lee Says
Homin Lee, Asia macro strategist at Lombard Odier, discusses his strategy. He also shares his views on China's financial assets, the Japanese yen and the dollar. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak:...
Bloomberg
Wells Fargo's Mayo on Bank Earnings: Let the Sunshine In
"The banks have a good story to tell," Mike Mayo, Wells Fargo Securities head of large-cap bank research, says on "Bloomberg Markets: The Close" while previewing the big bank earnings scheduled to be released this week.
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Bloomberg
Goldman Sachs Predicts Gloomy Earnings Season
The approaching US earnings season is expected to be the gloomiest since the pandemic, according to Goldman Sachs Group Inc. strategists. Bloomberg's Kriti Gupta reports.
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Bloomberg
Stocks Will Peak Mid-Year, Stifel's Bannister Says
"I don't really want to be in front of what I think is going to be a very, very contentious debt ceiling debate," Stifel Chief Equity Strategist Barry Bannister says on "Bloomberg Markets."
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Bloomberg
Fed Won't Be Cutting Rates in 2023: BlackRock's Petersen
Ann-Katrin Petersen, BlackRock Investment Institute senior investment strategist, says she prefers emerging-market equities given the diverging earnings trends and also likes the short end in government bonds. She speaks with Guy Johnson...
Bloomberg
UBS Sees 20% Earnings Growth for MSCI China in 2023
James Wang, head of China strategy for UBS Investment Bank Research, discusses the earnings season, the economy and the outlook for stock market. He speaks with Yvonne Man and David Ingles on "Bloomberg Markets: China Open."
Bloomberg
Top Calls: Why BMO's Kim Turned Bullish on SL Green
John Kim, BMO Capital Markets Senior Analyst joins Romaine Bostick and Katie Greifeld to discuss the big movers on the back of analyst recommendations on Bloomberg Markets: The Close.
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Bloomberg
Why Mike Wilson Is Sticking With Bearish S&P 500 Year-End Target
Morgan Stanley Chief US Equity Strategist Mike Wilson says his team's bearish calls for the S&P 500 index remain in place, predicting a "trough" at 3,200 before rising by year-end. "The issue is the timing of it. We don't think the path...
Bloomberg
Bank of America Tops Q1 Trading Revenue Estimates
Bank of America Corp. reported first-quarter results that beat estimates on net income and trading revenue. Sonali Basak breaks down the numbers on "Bloomberg Surveillance."
Bloomberg
Key Takeaways From Bank of America, Goldman Sachs Earnings
A big day for bank earnings. Bloomberg's Sonali Basak reports on results from Goldman Sachs and Bank of America.
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Fidelity: Recession Is Looking Increasingly Unavoidable
George Efstathopoulos, portfolio manager at Fidelity International, explains why he is cautious on the outlook for markets and is staying defensive overall. He also discusses the prospects for the dollar. He speaks with Shery Ahn and...
Bloomberg
UBS Global Wealth Management's Lee on China Equities
Eva Lee, Chief Investment Office and Head of Greater China Equities at UBS Global Wealth Management, discusses her outlook for China equities in 2Q. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Wealth Enhancement Group's Webb on Markets
Nicole Webb, Senior VP and Financial Advisor at Wealth Enhancement Group, discusses her latest market outlook and investment strategies. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Deutsche Bank's Chadha Says S&P 500 to Rally Above 4,250
Deutsche Bank Chief Global Strategist Binky Chadha says above-expectations corporate earnings and the falling US dollar are behind his bullish call for the S&P 500 index on "Bloomberg Surveillance."
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