Bloomberg
Strategists See Turning Point for US Dollar
The dollar's worst slump since November has a bevy of strategists and investors saying a turning point is finally at hand for the world's primary reserve currency. David Finnerty reports on Bloomberg Television.
Bloomberg
Tackling Recession Fears
Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist and Mona Mahajan, Edward Jones Senior Investment Strategist dive into what markets are signaling for 2024 and whether we will see a rebound in earnings growth.
Bloomberg
Cooling Inflation
Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist and Mona Mahajan, Edward Jones Senior Investment Strategist explain why inflation is cooling and what it means for the risk-on sentiment in markets.
Bloomberg
Inflation Experts Were Surprised at the Latest Report
June's inflation numbers were a positive surprise. And while it is undeniable that the annual increase of the core CPI is cooling after surging to 40-year highs, there is much more work to do.
Bloomberg Opinion markets columnist John...
Bloomberg
Morgan Stanley's Slimmon Doesn't Expect a Market Pullback
Andrew Slimmon, senior portfolio manager and managing director at Morgan Stanley, says investors and advisors "are gonna get nervous if they're underweight in equities," as he explains why he is not expecting a market pullback. He speaks...
Bloomberg
Will Earnings Confirm a Goldilocks Economy?
Bloomberg MLIV's Mark Cudmore and Nour Al Ali join Alix Steel and Dani Burger on "Bloomberg: Markets" to discuss earnings whether they support a Goldilocks economy theme.
Bloomberg
Will BOJ Tweak Yield Control This Month?
The Bank of Japan will probably adjust its yield curve control program at its policy meeting this month given that inflation is stronger than expected, according to Hideo Hayakawa, a former executive director at the bank. Mark Cranfield...
Bloomberg
Dollar Takes Hawkish Winds Out of Fed's Sails: Englander
Steven Englander, global head of G-10 FX research at Standard Chartered, explains why the underperformance of the US dollar is a "game changer" for markets and the Federal Reserve on "Bloomberg Surveillance."
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Bloomberg
Billionaire Pinault Seeks Majority Stake in Talent Agency CAA
Luxury tycoon Francois-Henri Pinault is reportedly in advanced talks with Creative Artists Agency on a majority stake which could fetch the talent agency a valuation of at least $7 billion. Bloomberg Quicktake's Alex Webb has more on...
Bloomberg
UBP's Calder: Neutral Global Equities, but Favor US
"We are neutral global equities, but within that, we like the US." Kieran Calder, head of equity research for Asia at UBP, discusses his investment strategy and his outlook for markets. He speaks on Bloomberg Television.
Bloomberg
PineBridge: No Fed Rate Cuts For Foreseeable Future
PineBridge Investments Portfolio Manager and Co-Head of Asia ex-Japan Fixed Income Omar Slim expects no Fed rate cuts for the foreseeable future. He speaks with Haslinda Amin and David Ingles on "Bloomberg Markets: Asia".
Bloomberg
See One More Fed Rake Hike at Most This Year: Chao
"Door has been opened for Fed to be less hawkish." David Chao, global market strategist for Asia Pacific at Invesco, discusses Federal Reserve policy, his investment strategy and his outlook for markets in the second half of the year....
Bloomberg
Wharton's Siegel Sees 'Ideal Environment' for Stocks
Jeremy Siegel, University of Pennsylvania Wharton School professor emeritus of finance, says "tasty" inflation numbers set up an ideal environment for stocks on "Bloomberg Markets: The Close."
Bloomberg
Richard Bernstein: It's Too Early to Price In Fed Cuts
"The jury should stay out on whether the Fed is done or not," Richard Bernstein Advisors CEO and CIO Richard Bernstein says. Speaking with Jonathan Ferro on "Bloomberg The Open," Bernstein also says he sees a lot of attractive...
Bloomberg
Delta Lifts Profit Forecast on Global Travel Rebound
Delta Air Lines Inc. boosted its full-year profit expectations for the second time in three weeks as a rebound in international travel promises to keep planes packed through and beyond the summer season. Bloomberg Intelligence's George...
Bloomberg
'Disinflation Is Here,' Says Ed Yardeni
Edward Yardeni, president at Yardeni Research, says there are too many bulls and not enough pessimists in markets and explains why he's raised his S&P 500 target to 4,600 on "Bloomberg Surveillance."
Bloomberg
Top UK Rolex Retailer Rallies as Demand for Watches Stays Strong
Watches of Switzerland Group shares jumped after the biggest retailer of Rolex watches in the UK said demand for luxury timepieces is still solid despite price increases by some of the biggest brands. CEO Hugh Brian Duffy spoke with...
Bloomberg
Docking Pay to Beat Inflation?
Do Central Banks Need to Dock Your Pay to Beat Inflation? That was Tuesday's question of the day posed by Alix Steel and Guy Johnson to RBC Capital Markets Managing Director & Equity Derivatives Strategist Amy Wu Silverman on "Bloomberg...
Bloomberg
JPMorgan's Wang: Opportunistic, but Selective in Equities
"We are opportunistic, but still quite selective in equities positioning." Julia Wang, executive director and global market strategist at JPMorgan Private Bank, discusses her investment strategy and her outlook for China. She speaks on...
Bloomberg
Inflation Is the Critical Variable for Markets: McIntyre
"Inflation is the critical variable for markets." Jack McIntyre, portfolio manager at Brandywine Global, discusses US inflation, his investment strategy and his outlook for bonds. He speaks on Bloomberg Television.
Bloomberg
BlackRock's Carney: Munis Might Lag If Treasuries Rally
Sean Carney, BlackRock's head of municipal strategy, says strong technicals and weak Treasuries are responsible for the current success of municipal bonds, but if Treasuries keep rallying munis may not be able to keep up. He speaks on...
Bloomberg
Lisa's Market Movers: Top Moving Stocks This Morning 7/12
Bloomberg's Lisa Abramowicz reports the top moving stocks this morning: Coty, Rivian and Snap.
Bloomberg
Market Expectations Not Adapting to Reality: PGIM's Tipp
"We're having a failure of expectations to adapt to reality," PGIM Fixed Income Chief Investment Strategist Robert Tipp says, Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Tipp also says he sees a "productive"...
Bloomberg
Goldman Sachs Downplays Expectations Ahead of Results
Goldman Sachs Group Inc. is looking to avoid a third straight quarter of disappointing investors on earnings day as executives have been actively downplaying expectations for results that will be disclosed next week. Sri Natarajan...