Bloomberg
Morgan Stanley's Sheets on 2022 Growth, Curve Inversion, Credit
Andrew Sheets, chief cross asset strategist at Morgan Stanley, discusses the factors behind his firm's call for global economic growth, the impact of a U.S. yield curve inversion on financial markets, and credit investment strategy on...
Bloomberg
Federal Reserve Hikes Interest Rates by Half Point
The Federal Reserve raised interest rates by a half point, the biggest hike since 2000. The U.S. central bank will also start shrinking its massive balance sheet next month. Bloomberg's Mike McKee speaks on a special edition of...
Bloomberg
Former RBI's Gandhi On The Digital Rupee
Former RBI Deputy Governor R. Gandhi offers his views on the Reserve Bank of India's concept note on Central Bank Digital Currency. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets Asia."
Bloomberg
Recession Risks Are Becoming More Serious: Chua
Johanna Chua, chief APAC economist at Citigroup Global Markets, discusses recession risks, currency markets and her outlook for inflation. She speaks on Bloomberg Television.
Bloomberg
Barclays Chief India Economist Rahul Bajoria on Monsoon Deficit
Aug.23 -- India monsoon rainfall has been below normal in recent weeks. Bajoria, who is the author of Barclays monsoon tracker report, discusses the impact of rainfall deficit on India's economy and inflation. He speaks to Juliette Saly...
Bloomberg
How Long Can Stocks Ignore an Inverted Curve?
How long can stocks ignore an inverted curve? Kailey Leinz and Guy Johnson asked Linda Duessel, Federated Hermes Senior Equity Strategist, Monday morning on "Bloomberg Markets: America."
Bloomberg
Summers Fears Ukraine Crisis Could Blunt Fed's Inflation Fight
Former U.S. Treasury Secretary Lawrence Summers says the Federal Reserve shouldn't shift its policy stance due to the Russia-Ukraine crisis after falling "far behind the curve" on containing inflation. "The danger is that 'team...
Bloomberg
What to Expect From India's Budget?
Jan.30 -- Lakshmi Iyer, chief investment officer for debt at Kotak Asset Management, talks about India's budget, which will be delivered by Finance Minister Nirmala Sitharaman on Saturday. The annual budget is Prime Minister Narendra...
Bloomberg
Manulife IM Sees 'Insufficient' Policy Support in China
Sue Trinh, head of global macro strategy for Asia at Manulife Investment Management, discusses central banks' efforts in fighting inflation, the US dollar's strength, and the implications for financial markets. She also talks about the...
Bloomberg
Is the U.S. Labor Market Showing Resilience?
April 1 -- Wells Capital Chief Investment Strategist Jim Paulsen examines the U.S. labor markets and stagflation. He speaks with Bloomberg’s Alix Steel on “Bloomberg Markets.†(Source: Bloomberg)
Bloomberg
Euro Zone May Be at Risk of Stagflation: ECB's Centeno
Bank of Portugal governor and European Central Bank governing council member Mario Centeno says that in spite of the war in Ukraine, "the traction of growth that the economy was following will prevail." Still, "a scenario close to...
Bloomberg
Stagflation Among Key Market Risks, Manulife IM's Trinh Says
Sue Trinh, head of of global macro strategy Asia at Manulife Investment Management HK Ltd., discusses inflation in the U.S., its implications for Federal Reserve policy and financial markets. She also talks about the opportunities she...
Bloomberg
Societe Generale Lam on China's Pro-growth Policies
Societe Generale Greater China Economist Michelle Lam says broad-based easing will be needed in China, not only on fiscal but also monetary side. Societe Generale expects another 50bp RRR cut and 10bp policy rate cut in 1H22. Lam speaks...
Bloomberg
MBA CEO Expects 4% Mortgage Rate by End of 2022
Mortgage Bankers Association President and CEO Bob Broeksmit says mortgage rates will probably continue to rise and says he sees delinquencies going down. He speaks with Bloomberg's Alix Steel and Amanda Lang on "Bloomberg Markets."...
Bloomberg
Bridgewater's Karniol-Tambour Sees 'Echoes of 1973' in Current Market
Karen Karniol-Tambour, co-CIO for sustainability at Bridgewater Associates, says current economic and financial conditions echo those of the 1970s, when high inflation was coupled with a geopolitical shock. "It really to me echoes of...
Bloomberg
The War in Ukraine's Effect on Inflation
Former U.S. Treasury Secretary Lawrence H. Summers says it's vital that the Federal Reserve isn't swayed by the Russia-Ukraine crisis as a reason to hold off on adopting restrictive monetary policy in order to quell a decades-high pace...
Bloomberg
Nouriel Roubini Sees Global Debt Trap Driving Inflation
Sep.21 -- Nouriel Roubini, CEO at Roubini Macro Associates, discusses the impact of global fiscal and central bank policy on inflation, economic growth, and inequality. He speaks on "Bloomberg Surveillance."
Bloomberg
Nouriel Roubini Says a Stagflationary Debt Crisis Is on the Way
Jul.28 -- Nouriel Roubini, CEO at Roubini Macroassociates, discusses his stagflation concerns as he sees the potential for 1970’s-style inflation. He speaks on “Bloomberg Surveillance.”
Bloomberg
General Trajectory of Global Economy Is of Recovery: Barings
Sep.29 -- Christopher Smart, chief global strategist at Barings, discusses the outlook for the global economy and the inflationary pressures, the energy crisis and the debt woes in the real estate markets in China, and the prospects for...
Bloomberg
Greenspan Sees Signs of Stagflation, Threats to U.S. Economy
Nov.14 -- Former Federal Reserve Chairman Alan Greenspan tells David Rubenstein that rising deficits and debt are already showing signs of eroding U.S. growth and that he sees indications of stagflation -- a stagnant economy saddled with...
Bloomberg
Goldman Remains 'Overweight' on China Stocks, Strategist Says
Tim Moe, chief Asia-Pacific equity strategist at Goldman Sachs, discusses the selloff in Chinese technology stocks, the outlook for the economy, and the opportunities he sees in the stock market. He also talks about Federal Reserve...
Bloomberg
Mashreq Capital's Kettlewell: Energy Crisis Adds Stagflation Risk
"Bloomberg Daybreak: Middle East" live from Dubai, connects Asian markets to the European opens. With Manus Cranny, Yousef Gamal El-Din and Simone Foxman, the show focuses on global macro issues with a Middle Eastern context. Oliver...
Bloomberg
Morgan Stanley’s Kushma Sees Yields, Rates Capped in Short-Term
Michael Kushma, global fixed income CIO at Morgan Stanley Investment Management, expects above trend growth and no stagflation for next year and sees yields and interest rates capped in the short term. He speaks on “Bloomberg...