Bloomberg
China Will Have to Put More Fiscal Policy to Work: Leong
"China will have to put more fiscal policy to work." Lin Jing Leong, senior EM Asia sovereign analyst, fixed income research at Columbia Threadneedle, discusses China's economy, the yuan and the risk of inflation. She speaks on Bloomberg...
Bloomberg
First Look With Surveillance: US PPI, China Skakeup
Dani Burger and Kriti Gupta take you through what to watch today.
Bloomberg
We Love the US 20-Year Yield at RBA: Contopoulos
Mike Contopoulos, Richard Bernstein Advisors Director of Fixed Income discusses the US 20-Year curve wirh Katie Greifeld and Romaine Bostick. He appeared on Bloomberg Markets: The Close on 08/08/2023.
Bloomberg
First Look With Surveillance: Italy Approves, China's Trade
Dani Burger and Kriti Gupta take you through what to watch today.
Bloomberg
Rieder Doesn't See Rates Going Much Higher
Rick Rieder, BlackRock managing director for global fixed income, doesn't see interest rates heading much higher from here. He's on "Bloomberg the Open."
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Bloomberg
Inflation Is Still a Worry, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the services industry is well supported and inflation is moderating but it's too early to stop worrying about inflation on "Bloomberg Markets: European...
Bloomberg
Jobs Data Signal Rate Hikes Over: BlackRock's Rosenberg
Jeffrey Rosenberg, BlackRock Systemic Multi-Strategy Fund portfolio manager, discusses what the July US employment report means for the yield market with Tom Keene and Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
BlackRock's 'Flexible, Nimble' Approach to Fixed Income
Marilyn Watson, head of global fundamental fixed income strategy ay BlackRock, says it pays "to not take too much duration risk" at the moment and she explains her fixed income investment strategy to Tom Keene on "Bloomberg Surveillance."
Bloomberg
CI RegentAtlantic's Kapyrin on Markets
Andy Kapyrin, Partner and Co-CIO at CI RegentAtlantic Private Wealth, discusses his outlook for markets ahead of the US CPI report. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Daybreak Asia".
Bloomberg
JP Morgan's White: Core Inflation To Stay Sticky
Phoebe White, Head of US Inflation strategy at JPMorgan joins "Bloomberg Markets: The Close" to preview CPI data.
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
Markets in 3 Minutes: US CPI Drop Expected, Nasdaq Rebalancing Eyed
Eddie van der Walt, Stephen Carroll and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
BNY Mellon's Meskin Says Look at Credit Quality
nia Meskin, BNY Mellon Investment Management Head of US Marco, told Alix Steel and Guy Johnson that investors need to look at credit quality in this current market environment. Meskin said this Monday morning on "Bloomberg Markets:...
Bloomberg
Fed Can Go Higher and Stay There for Much Longer: Pictet's Renaud-Chatelain Says
The Federal Reserve "can not only go higher but stay there for much longer and potentially well into 2024," according to Laureline Renaud-Chatelain, fixed-income strategist at Pictet. "The market is maybe now putting less weight on the...
Bloomberg
JPMorgan's Fitzsimmons on RBA Preview
Laura Fitzsimmons, Executive Director at JPMorgan Australia, discusses her outlook for Reserve Bank of Australia policies and why rates will stay at their highs for longer. She speaks with Rishaad Salamat and Yvonne Man on "Bloomberg...
Bloomberg
StanChart's Robertsen on Inflation, Equities & EM FX
Eric Robertsen, Managing Director - Global Head of Research & Chief Strategist at Standard Chartered Bank discusses his global markets outlook. He speaks with Manus Cranny on the "Daybreak Middle East and Africa" show.
Bloomberg
Optimal Capital Advisors' Stacy on US Markets
Frances Stacy, Director of Strategy at Optimal Capital Advisors, discusses her outlook and investment strategies on the US Markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
Risk Assets Helped by Low Long Yields, Morgan Stanley's Weinstein Says
Morgan Stanley Investment Management Head of Fixed Income Brian Weinstein says investors will continue to buy "risky" assets until the yields on long-dated US Treasuries rise. "I think investors are happy to take 5% on one end of the...
Bloomberg
Equities Still Ok for 2H, But Expect Setback: Nolting
"For the second half of this year, I would say Equities are still ok, but I would expect a setback." Christian Nolting, global chief investment officer at Deutsche Bank, discusses US markets, discusses his investment strategy and where...
Bloomberg
SEB: Fed May Stop Rate Hikes Earlier Than Projected
SEB Head of Asia Strategy Eugenia Victorino thinks if the economy slows in line with her expectations, the Fed may stop rate hikes earlier than it is projecting now. She speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg...
Bloomberg
Bond Yields Are Very Attractive, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the front end of the yield curve is "a good place to be" during an interview on "Bloomberg Markets: European Close."
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Bloomberg
PGIM's Peters Sees Rates 'Surprisingly' Higher for Longer
Greg Peters, co-CIO at PGIM Fixed Income, says "it's extremely advantageous to be short versus long" on the yield curve as the bias is for higher rates, not lower rates. He speaks with Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
BlackRock's Rosenberg: The Unemployment Rate Is 'Noisy'
Jeff Rosenberg, a senior portfolio manager at BlackRock, reacts to the monthly jobs report and says the unemployment rate is an extremely "noisy" series. He adds there's no data to support a Federal Reserve rate hike. He's on "Bloomberg...
Bloomberg
Cliff Asness: Equities Are a 'Scary Place' to Be in a Recession
Cliff Asness, AQR Managing Principal and CIO, says equities and bonds are telling different stories about the probablity of a looming US recession. Asness thinks that stocks stand to suffer more than bonds if and when a recession foes...