Bloomberg
JPMorgan Won the First-Quarter Over Rivals, Says RBC's Cassidy
RBC Capital Markets Managing Director Gerard Cassidy says JPMorgan Chase & Co.'s estimates-topping first-quarter revenue had them "winning the quarter" over its big-bank rivals. "I would put JPMorgan at the top of the list," he says on...
Bloomberg
IMF Gloomsters 'Completely Wrong,' TPW's Pelosky Says
TPW Advisory founder Jay Pelosky says the gloomy consensus sentiment from events like last week's IMF/World Bank meetings is "completely wrong," suggesting investors pursue equities over cash and fixed income assets. "The history of...
Bloomberg
Pimco's Browne Cautious on Stocks Going Into Second Half
Erin Browne, Pimco multi-asset strategies portfolio manager, says "robust" earnings are helping stocks grind higher but the equity market isn't pricing in the economic risks on the horizon. She speaks with Kriti Gupta on Bloomberg...
Bloomberg
BNP Paribas Wealth Management Likes China A-, H-Shares
Valuations of Chinese equities are "still really reasonable" compared to the US market, says Grace Tam, chief investment advisor at BNP Paribas Wealth Management Hong Kong. She also explains why she's "positive" on Japanese stocks as she...
Bloomberg
Standard Chartered 'Well on Track' to Return $5B to Shareholders: CFO
"Overall, top-line growth has been really strong." Standard Chartered Plc Chief Financial Officer Andy Halford discusses the lender's latest financial results and outlook. The London-headquartered bank reported its largest quarterly...
Bloomberg
Roche CEO on New Drugs to Offset Post-Covid Drop
Roche's sales declined in the first quarter, even as revenue from new drugs helped offset a drop in the market for Covid-19 tests. Chief Executive Officer Thomas Schinecker speaks with Bloomberg's Anna Edwards and Mark Cudmore on...
Bloomberg
Goldman Sachs: May See Strong Earnings Rebound in China
Sunil Koul, Asia Pacific equity strategist at Goldman Sachs, discusses the region's corporate earnings and stocks. He speaks with Yvonne Man and David Ingles on "Bloomberg Markets: China Open."
Bloomberg
SK Hynix's Losses Widen After Tech Slump Deepens
South Korean memory chip supplier SK Hynix Inc. posted its second straight quarterly loss after revenue plummeted about 60%. Stephen Engle reports on Bloomberg Television.
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Bloomberg
Goldman's Kostin Says 'Pay a Premium for Boredom'
David Kostin, chief US equity strategist at Goldman Sachs Group Inc., says investors should "pay a premium for boredom." He says it's time to pile into defensive stocks. He's on "Bloomberg Markets: European Close."
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Bloomberg
Banco Santander on Track to Meet 2023 Targets, CFO Says
Banco Santander SA Chief Financial Officer Jose Garcia Cantera discusses the Spanish lender's financial results and outlook. Santander's earnings beat estimates as tailwinds from central bank rate hikes offset the impact of higher costs...
Bloomberg
First Look With Surveillance: UBS Pulls In, Tucker Out
Anna Edwards and Matt Miller take you through what to watch today.
Bloomberg
Europe Stocks Face Risks
Bloomberg's Michael Msika reports on strategists gloomy outlook on European stocks.
Bloomberg
Investors Running Out of Reasons to Avoid Chinese Equities: Das
"Investors are running out of reason to avoid Chinese equities," says Mixo Das, Asia equity strategist at JPMorgan. He sees "China's earnings recovery will drive market upside from here." He speaks on "Bloomberg Daybreak: Asia." with...
Bloomberg
Banríon President on the US Markets
Banríon Capital Management President Shana Sissel discusses her expectations for potential US market turbulence and her investment strategy. She speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia".
Bloomberg
Credit Suisse Saw $69 Billion of Outflows in 1Q
Credit Suisse Group AG reported $69 billion of outflows in the first quarter and took a large writedown at its wealth management unit, underscoring the challenge for UBS Group AG in retaining key clients and assets after the emergency...
Bloomberg
Markets in 3 Minutes: Earnings the Focus in Macro Vacuum
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
Bloomberg
First Look With Surveillance: CS-UBS Timeframe, Earnings
Anna Edwards and Matt Miller take you through what to watch today.
Bloomberg
Asia Earnings Week Ahead: SK Hynix, Kweichow Moutai, BYD
Asia's earning season has kicked off this month and analysts are expecting the downward trend in earnings revisions has finally come to an end following the robust revival in China. Gareth Allan reports on Bloomberg Television.
Bloomberg
JPMorgan Asset Management's Treves on Investment Strategy
Alexander Treves, Head of Emerging Markets and Asia Pacific Investment Specialists at JPMorgan Asset Management, says the decoupling in economic cycles between China and the US is positive for Asian companies. He speaks with Yvonne Man...
Bloomberg
Weighing Recession Risks
David Bianco, DWS Americas CIO and Sharmin Mossavar-Rahmani, Goldman Sachs Wealth Mgmt CIO dive into growth in the US and how earnings in other countries stack up. They also evaluate which country has benefitted the most from globalization.
Bloomberg
Valuations as a Recession Indicators
David Bianco, DWS Americas CIO and Sharmin Mossavar-Rahmani, Goldman Sachs Wealth Mgmt CIO dive into the tightening of credit and its effects on real estate and more. They also debate factors that indicate recession risks.
Bloomberg
Nomura Is 'Constructive' in Asian Stocks Medium Term
Chetan Seth, Asia-Pacific equity strategist at Nomura Holdings Inc., explains why he's "constructive" on the region's stocks medium term, and discusses the opportunities he sees. He speaks with Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
Westpac Banking Sees Tougher Economic Outlook as Profit Climbs
Westpac Banking Corp. has reported first-half profit that slightly edged ahead of analysts' estimates. Still, the Australian lender said it expects a tougher economic environment ahead. Paul Allen reports on Bloomberg Television.
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Bloomberg
Breaking Down US Jobs Data
Ellen Lee, Causeway Capital Portfolio Manager and Savita Subramanian, BofA Head of US Equity and Quantitative Strategy dive into positive trends in the market and factors contributing to healthier earnings growth. They also explain how...