Bloomberg
Roubini Says Short, Shallow Recession Notion Is 'Delusional'
Nouriel Roubini, CEO of Roubini Macro Associates, says calls for mild recession are "totally delusional" due to Federal Reserve policy tightening in the face of a slowing US economy. "We have no fiscal space. So the idea that this is...
Bloomberg
Nouriel Roubini: 'A Different Gloom' Setting in
Nouriel Roubini, Roubini Macro Associates CEO explains why he believes the economy is on the precipice of a serious downturn.
Bloomberg
South Korea, Philippines, Thailand Report Surging Inflation
South Korea's inflation hit its fastest clip since late 1998 in June. The Philippines' consumer prices rose more than economists expected, accelerating to the fastest since late 2018. Thailand's retail inflation accelerated to a new...
Bloomberg
Roubini Warns Recession Will Be Protracted, Severe
Nouriel Roubini, CEO of Roubini Macro Associates, discusses the outlook for the US economy, the path of inflation, and Federal Reserve policy on "Balance of Power."
Bloomberg
Soc Gen's Agbo-Bloua Is on the Lookout for U.K. Inflation
Feb.15 -- Kokou Agbo-Bloua, global head of flow strategy and solutions at Societe Generale, discusses the impact of Brexit on the pound and gilts and offers his current investment strategy. He speaks on "Bloomberg Markets: European Open."
Bloomberg
Fed 'Needs to Get Going' on Tapering, Fidelity's Timmer Says
Aug.30 -- Jurrien Timmer, Fidelity Investments director of global macro, says the U.S. economy is still in a mid-cycle expansion and the Federal Reserve should start tapering. He speaks on "Bloomberg Markets: The Close."
Bloomberg
Booming Stocks, Flatter Curve, China Risks: Markets Blast
Mark Cudmore and Anna Edwards look at the key themes dominating markets on "Bloomberg Markets: European Open." (Source: Bloomberg)
Bloomberg
Market Pullback 'Par for the Course,' Quadratic CIO Says
Quadratic Capital founder and CIO Nancy Davis says growth is very much priced into markets and the U.S. might be entering a stagflationary environment. She speaks on "Bloomberg Markets: The Close." (Source: Bloomberg)
Bloomberg
BlackRock Has Overweight Stance on U.S. Equities
Wei Li, chief global investment strategist at BlackRock Investment Institute, discusses the economic impact of the war in Ukraine and higher oil prices. "It is even more important to go back to our anchor and macro framing of asset...
Bloomberg
UBS' Baweja: Europe will improve in 3Q
Bhanu Baweja, UBS Investment Bank chief strategist, gave an optimistic view point of the European Economy on "Bloomberg Markets: European Close". He spoke with Alix Steel and Anna Edwards on Wednesday morning.
Bloomberg
De Mello: Won't Sell Bonds Despite Hawkish Fed
GAMA Asset Management Global Macro Portfolio Manager Rajeev De Mello says he would not sell bonds, despite a hawkish Fed because portfolio allocation could give governments bonds a respite from the sell off. He speaks with Juliette Saly...
Bloomberg
Roubini: UK Economy Worse Than Peers Due to Brexit Phenomenon
Nouriel Roubini, chairman and CEO at Roubini Macro Associates, says the UK "is already in a severe stagflation," as he discusses his view of the nation's economy with Francine Lacqua on "Bloomberg Surveillance Early Edition."
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Bloomberg
Manulife IM's Franklin on Markets, Strategy
Marc Franklin, Senior Portfolio Manager of Multi Asset Solutions at Manulife Investment Management, discusses his outlook for markets and investment strategy. He speaks with David Ingles and Haslinda Amin on "Bloomberg Markets Asia".
Bloomberg
Roubini Says the Fed Will 'Wimp Out' on Rates
Nouriel Roubini, CEO of Roubini Macro Associates and author of "MegaThreats," says there's a US dollar shortage and it is part of the "perfect storm" facing global economies. He speaks during an interview on "Bloomberg Surveillance."
Bloomberg
Brazil at Beginning of Long Growth Cycle, Economy Minister Says
Brazil Economy Minister Paulo Guedes discusses the outlook for the economy and the government's efforts to support growth. Guedes also talks about the outlook for the global economy. He speaks with Shey Ahn and Haidi Stroud-Watts on...
Bloomberg
Choyleva: China Can No Longer Grow Economy With Stimulus
Dec.19 -- Diana Choyleva, chief economist at Enodo Economics, and Simon French, chief economist at Panmure Gordon, look at China's economy and housing market as price-growth slows. They speak with Bloomberg's Mark Barton on "Bloomberg...
Bloomberg
Roubini Warns of 'Perfect Storm' for U.S. Economy in 2020
Sep.18 -- Nouriel Roubini, chairman at Roubini Macro Associates and a professor at NYU Stern School of Business, explains why he sees a U.S. economic slowdown in 2020. He speaks on "Bloomberg Surveillance."
Bloomberg
Manulife IM Sees Continued Rotation Out of Growth Into Value
May.10 -- Sue Trinh, managing director of global strategy at Manulife Investment Management, discusses the rise in inflation across the globe and the outlook for financial markets. China’s factory-gate prices surged more than expected in...
Bloomberg
Daybreak Show Open: Risk and Rewards
Oct.11 -- Manus Cranny opens "Bloomberg Daybreak: Europe" discussing rising inflation and incoming key data points this week.
Bloomberg
Inflation Could Paralyze Global Policymakers, El-Erian Says
Oct.01 -- Bloomberg Opinion columnist and Queens' College President Mohamed El-Erian talks about the risks of rising inflation to global markets. He speaks to Jonathan Ferro on "Bloomberg The Open."
Bloomberg
Summers: Fed Should Taper Faster
Sep.24 -- Former U.S. Treasury Secretary Larry Summers discusses this week's Fed decision, China's Evergrande crisis, and the ongoing negotiations on Capitol Hill to raise the debt ceiling and pass a spending bill. He also argues that...
Bloomberg
NYSE, DBS, PIMCO, UBS Executives on Inflation
NYSE Group Inc. President Stacey Cunningham, DBS Group Holdings Ltd. Chief Executive Officer Piyush Gupta, Pacific Investment Management Co. Vice Chairman John Studzinski and UBS Group AG Chairman Axel Weber share their take on the...
Bloomberg
Medley Global Advisors' Emons on Economic Concerns, Strategy
Oct.10 -- Medley Global Advisors Managing Director of Global Macro Strategy Ben Emons, discusses ongoing concerns around inflation and consumer demand and how he views global markets. He speaks in "Bloomberg Daybreak: Australia" with...