Bloomberg
Bernstein Asia Rupal Agarwal on Global Markets
Bernstein Asia Quantitative Strategist Rupal Agarwal discusses her market outlook and investment strategy. Rupal
looks at markets very differently through the lens of quants. She speaks with Juliette Saly and Rishaad Salamat on...
Bloomberg
Ray Dalio Sees Central Banks Cutting Rates in 2024: AFR
Billionaire hedge fund founder Ray Dalio expects a period of stagflation constrains to require central banks across the globe to cut interest rates in 2024, according to an interview in the Australian Financial Review. Dani Burger has...
Bloomberg
How Bridgewater's Patterson Is Hedging Stagflation Risk
Rebecca Patterson, chief investment strategist at Bridgewater Associates, explains her firm's hedging strategy against the risk of a "broad stagflation environment" on "Bloomberg Surveillance."
Bloomberg
Short Bets Are Signaling Stagflation: S3's Bob Sloan
S3 Partners founder Bob Sloan examines recent shorting activity and what it says about the U.S. economy. He speaks on "Bloomberg Markets."
Bloomberg
Equity Markets Saying This Too Shall Pass: Ed Yardeni
Ed Yardeni, president at Yardeni Research, says markets are moving from an inflationary boom to something like stagflation. He speaks on "Bloomberg Surveillance."
Bloomberg
Rabobank's Every on Inflation, Stagflation, Deflation
Apr.06 -- Michael Every, Rabobank Head of Asia-Pacific Financial Markets Research discusses stimulus and inflation. He speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
The Global Factors Holding Back the Reflation Trade
Feb.02 -- Anton Eser, incoming chief investment officer at LGIM, explains the global factors that weigh against the reflation trade as he sees risks of a stagflation environment. He speaks with Bloomberg's Mark Barton on "Bloomberg...
Bloomberg
Central Banks Are Poorly Equipped to Supply Chain Shock: Panmure Gordon's French
Panmure Gordon Chief Economist Simon French says "This is a supply side story and central banks are really poorly equipped" to deal with this. He joins Bloomberg Surveillance to discuss U.K. inflation data, Jens Weidmann’s departure and...
Bloomberg
Legal & General's Roe on Price Pressure, Tight Labor Market
John Roe, head of multi-asset funds at Legal & General Investment Management, discusses inflation with Bloomberg's Anna Edwards and Mark Cudmore on "Bloomberg Markets: European Open." (Source: Bloomberg)
Bloomberg
Peter Fisher Is Worried About a ‘Mini-Stagflation Economy’
Nov.05 -- Dartmouth Tuck School Clinical Professor Peter Fisher says the U.S. economy may not be as strong as people think as he discusses a steepening of the yield curve and noise in the dollar. He speaks on "Bloomberg Markets."
Bloomberg
World Bank's Malpass 'Worried' About Stagflation Persistence
World Bank President David Malpass discusses the impact of inflation on global economic growth, China, and monetary policy from the Federal Reserve Bank of Kansas City's annual gathering in Jackson Hole, Wyoming.
Bloomberg
Fed Has Courage to Act on Inflation, Glenn Hubbard Says
Columbia Professor of Economics Glenn Hubbard discusses Federal Reserve policy on "Bloomberg Surveillance."
Bloomberg
Das: High Market Volatility to Continue
Let's get to Arnab Das, Global Market Strategist at Invesco discusses his market outlook. He speaks with Yousef Gamal El-Din Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
El-Erian Sees Stagflation Scenario for US Economy
Mohamed El-Erian, a Bloomberg Opinion contributor, says "notably low" US economic growth will lag below the level needed to offset the impact of ongoing inflation. "That's too low for the stage of where we are in the economy, " he says...
Bloomberg
Goldman Taking More Constructive View on Southeast Asia
Tim Moe, chief Asia-Pacific equity strategist at Goldman Sachs, discusses the outlook for the region's economies, markets, and the opportunities he sees. He also talks about the Bank of Japan's policy and the yen with Haidi Stroud-Watts...
Bloomberg
El-Erian Says US Stagflation Is 'Unavoidable'
Mohamed El-Erian, chief economic advisor at Allianz and Bloomberg Opinion columnist, says markets have not yet priced in a significant slowdown in growth as he sees stagflation "unavoidable" for the US economy. He speaks with Francine...
Bloomberg
Upside Risk to Dollar Likely to Continue: Manulife Investment Management
Sue Trinh, head of global macro strategy - Asia at Manulife Investment Management, discusses the outlook for markets and economies, and the opportunities she sees. She also discusses Federal Reserve's balance sheet and its implications...
Bloomberg
Inflation Risks Cloud Growth Outlook
Sue Trinh, Head of Macro Strategy, Asia at Manulife Investment Management discusses inflationary pressures pervading global markets. She speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East."
Bloomberg
Envestnet's D'Auria on the Great Inflation Debate
Oct.11 -- Dana D'Auria, co-chief investment officer at Envestnet, discusses the outlook for inflation with Bloomberg's Matt Miller on "Bloomberg Markets."
Bloomberg
JPMorgan PB Favors Stocks in Developed Markets, Select EMs
Oct.13 -- Alex Wolf, head of Asia investment strategy at JPMorgan Private Bank, discusses the global supply-chain disruptions of products including semiconductors, rising inflation and the implications for stock markets, his strategy and...
Bloomberg
Summers on Stagflation Risk
Former U.S. Treasury Secretary Larry Summers on whether the U.S. has reached peak inflation, Elon Musk's bid for Twitter and more.
Bloomberg
Why RBC Economist Porcelli Has a Hard Time Seeing Stagflation
Oct.12 -- Tom Porcelli, chief U.S. economist at RBC Capital Markets, examines inflation, stagflation, and growth expectations as he urges investors to take a broad view of economic metrics on “Bloomberg Surveillance.”
Bloomberg
Today's Investing Challenges
Saira Malik, Nuveen CIO & Christopher Ailman, CalSTRS CIO talk about options for investors as the war in Ukraine rages into a second month.