Bloomberg
Christopher Whalen on US Bank Earnings
Whalen Global Advisors Chairman Christopher Whalen discusses why first quarter bank earnings might be the best results of 2023. He speaks with Haidi Stroud-Watts and Shery Ahn on "Daybreak Australia."
Bloomberg
Barclays' Cau on Further Rate Hikes
Emmanuel Cau, head of European equity strategy at Barclays, shares his calls, and says the ECB now has more reasons to hike interest rates. He speaks with Bloomberg's Tom Mackenzie on "Bloomberg Markets: European Open."
Bloomberg
Orcel: 'We Were Worried About Contagion in Lack of Confidence'
UniCredit Chief Executive Officer Andrea Orcel said he was worried about the possible contagion to the banking sector due to lack of confidence after the recent fallout from Silicon Valley Bank and Credit Suisse. Now he expects the cost...
Bloomberg
UniCredit 'Steady as She Goes' Amid Bank Worries: CEO
UniCredit Chief Executive Officer Andrea Orcel discusses his firm's approach amid the recent turbulence in the banking sector. He speaks with Erik Schatzker at the Bloomberg New Economy Gateway Europe.
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Bloomberg
JPMorgan Asset Management Says US Regional Banks 'Area of Concern'
Jonathan Liang, head of investment specialists for Asia ex-Japan at JPMorgan Asset Management, discusses how the Federal Reserve's policy, the concerns of a potential U.S. recession and the regional banking crisis are affecting financial...
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
First Look With Surveillance: UBS Pulls In, Tucker Out
Anna Edwards and Matt Miller take you through what to watch today.
Bloomberg
Asia, Emerging Markets Likely to Outperform, NF Trinity CIO Says
Helen Zhu, managing director and chief investment office at NF Trinity, shares her views on bonds, stocks and Federal Reserve policy. She speaks on "Bloomberg Markets: Asia" with Rishaad Salamat, Yvonne Man and David Ingles.
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Bloomberg
CMC Invest: Long Commodities, Bonds & Overweight Crypto
CMC Invest Singapore Head Christopher Forbes says he is long commodities, bonds, and overweight crypto. He speaks on "Bloomberg Markets: Asia" with Haslinda Amin and Rishaad Salamat.
Bloomberg
First Republic Sees Deposits Slump, Cutting up to 25% of Jobs
First Republic sees deposits slump 41% from the end of 2022. The California lender is also cutting its workforce by as much as 25%. Bloomberg's Sally Bakewell reports.
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Bloomberg
Credit Suisse AT1 Holder Losses Total $1 Billion in Japan
"Japan FSA is following up on how brokerages sold AT1 bonds," says Tomoko Amaya, vice minister for international affairs at Japan Financial Services Agency. The firm is investigating the loss of about $1 billion to Japanese investors...
Bloomberg
Bank Tremors
Brian Moynihan, Bank of America CEO dives into the lasting effects we've seen after the failure of Silicon Valley Bank. And Darrin Williams, Southern Bancorp CEO explains how the most recent bank failures have affected regional banks'...
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
De-Dollarization Hype
Former US Treasury Secretary Lawrence H. Summers tells us why he rejects speculation that the dollar is rapidly losing its dominance in the global economy.
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
BOE and ECB Are Behind the Curve: BlackRock's Watson
BlackRock Managing Director Marilyn Watson previews the Bank of England's "tricky" policy decision next week. She speaks on "Bloomberg Markets: European Close."
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Bloomberg
El-Erian Worried Banking 'Cancer' Starting to Spread
Mohamed El-Erian, a Bloomberg Opinion columnist, says the US is in "phase two" of the banking crisis and warns that the financial system lacks "anchors" right now during an interview with Jonathan Ferro on "Bloomberg The Open."...
Bloomberg
A lack of Cuts Is As Good As A Hike: Jersey
Ira Jersey, Chief US Rates Strategist for Bloomberg Intelligence breaks down the impact of April's US Jobs data on the Fed and Markets
Bloomberg
ICapital's Amoroso Likes Tech, Avoiding Regional Banks
Anastasia Amoroso, iCapital's chief investment strategist, explains why she's less constructive on stocks in the near term and advises investors to get out of economically interest-rate sensitive names on "Bloomberg The Open."
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Bloomberg
Markets in 3 Minutes: US Recession May Not Be That Imminent
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets: Europe." For up to the minute market intelligence and insight, click MLIV .
Bloomberg
Saint-Gobain North America CEO: Need To Adapt To Market
Mark Rayfield, Saint-Gobain North America CEO, joined Alix Steel and Guy Johnson on "Bloomberg Markets: Americas" Thursday morning. Rayfield stressed to need to be able to adapt to the housing market in the midst of uncertainty.
Bloomberg
Top Calls: Banks Still Serve Great Purpose in US
Stephen Scouten, Piper Sandler Managing Director joins Romaine Bostick and Katie Greifeld to discuss the big movers on the back of analyst recommendations on Bloomberg Markets: The Close.
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Bloomberg
Blue-Chip Names are Winning: Hyman
Ann Berry, Threadneedle Founder & Managing Partner discusses the deals market. She speaks with David Westin and Romaine Bostick on "Wall Street Week Daily."
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