Bloomberg
Morgan Stanley: 'Long' 5-Year Treasuries, Warming Up for Duration
Vishwanath Tirupattur, chief fixed income strategist and director of quantitative research at Morgan Stanley, discusses the outlook for the market, Federal Reserve policy and the US economy. He speaks from the sidelines of the Morgan...
Bloomberg
OCBC Bank's Cheung on Central Banks
Frances Cheung, Rates Strategist at OCBC Bank, discusses her outlook on central bank policy. She speaks with David Ingles and Rishaad Salamat on "Bloomberg Markets Asia".
Bloomberg
Loomis, Sayles & Company's Eagan on Fixed Income
Loomis, Sayles & Company VP & Portfolio Manager Matt Eagan discusses his fixed income strategy. He speaks with Rishaad Salamat, David Ingles and Yvonne Man on "Bloomberg Markets Asia".
Bloomberg
Kaplan Wants to See 'Hawkish Pause' by Federal Reserve
Former Federal Reserve Bank of Dallas President Robert Kaplan discusses monetary policy. Fed officials are leaning toward pausing interest-rate increases at their meeting in June amid heightened uncertainty over the outlook, but signaled...
Bloomberg
PGIM's Peters Sees No Recession Reward in Yield Curve
Greg Peters, co-CIO at PGIM Fixed Income, says the yield curve feels like it's "mispriced" and already pricing in a recession. He speaks on "Bloomberg Surveillance."
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Bloomberg
Conviction Founder Guo: Faster AI Regulation Needed
Conviction founder Sarah Guo joins Caroline Hyde to discuss where she is placing her bets in the generative AI startup landscape, why she thinks the US needs to go faster on the regulatory front and why it's an opportunity for more...
Bloomberg
PGIM's Rosner: 3 Month T-Bill a 'Game Not Worth Playing'
Lindsay Rosner, PGIM fixed income multi-sector strategies portfolio manager, says investors should "skip the game" and avoid short-dated Treasuries as the debt-ceiling "X- date" nears on "Bloomberg Surveillance"
Bloomberg
Pimco's Clarida Sees US Recession as 'Certainly More Likely'
Richard Clarida, global economic advisor at Pacific Investment Management Co. (Pimco), says the odds of a hard landing for the US economy "certainly have" gone up and discusses the impact of higher interest rates on bank lending on...
Bloomberg
Former US Sen. Pat Toomey (R) Pennsylvania on SVB and Crisis at Credit Suisse
Former US Senator Pat Toomey (R) Pennsylvania discusses the collapse of Silicon Valley Bank and the crisis at Credit Suisse. Toomey also talks on Senator Elizabeth Warren's comment to "Make Banking More Boring Again." He speaks with...
Bloomberg
ECB Will Hike by 50 Basis Points: Amundi's Defend
Monica Defend, Chief Strategist and Head of Amundi Institute, says the European Central Bank will raise rates by 50 basis points. She's on "Bloomberg The Open."
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Bloomberg
JPMorgan's Malek Says Brent Crude Could Drop Below $60 Near-Term
JPMorgan Head of EMEA Energy Equity Research Christyan Malek says the price of Brent crude could fall below $60 due to the current surplus in oil and uncertainty over OPEC's reaction to the decline in prices. "Brent probably can go much...
Bloomberg
BlackRock's Seth: I Like Front End of the Yield Curve
Neeraj Seth, chief investment officer and head of Asian credit at BlackRock Inc., discusses Federal Reserve policy, the yield curve and his investment strategy. He speaks on Bloomberg Television.
Bloomberg
Treasury Yields to Come Down Gradually, Mainly in Second Half, HSBC's Major Says
Steven Major, global head of fixed income research at HSBC, discusses the outlook for inflation, US interest rates and Treasury yields. He speaks on "Bloomberg Markets: Europe."
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Bloomberg
Fed Won't Cut Rates Until Q1 Next Year, BNP's Tse Says
Calvin Tse, BNP Paribas head of Americas macro strategy, expects a "quite significant steepening" in the shape of the US yield curve driven by a rally in the front end. He speaks during an interview with Jonathan Ferro on "Bloomberg The...
Bloomberg
Investors Need to Take Caution in Positioning: Ng
"We are going through a period of a fair amount of uncertainty," says Kheng Siang Ng, APAC head of fixed income at State Street Global Advisors. Because of that, he says, "investors need to take a fair bit of caution in positioning." He...
Bloomberg
Wells Fargo's Schumacher: UST Yields to Fall 'Dramatically If Debt-Limit Deal Fails
Mike Schumacher, Wells Fargo Securities head of macro strategy, says yields on 2-to-10 year Treasuries are likely to decline "dramatically" if US lawmakers fail to pass legislation to raise the nation's debt limit. "2Y down a bunch, 10Y...
Bloomberg
Hedge Funds Place Biggest-Ever Short on US 10-Year Treasuries
Hedge funds boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. Valerie Tytel reports on Bloomberg Television.
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Bloomberg
Why BlackRock's Rieder Likes Agency MBS, IG Credit
Rick Rieder, global fixed income CIO at BlackRock, says his firm is adding agency mortgage-backed securities and investment-grade credit assets to its portfolio to take advantage of the rise in interest rates. He speaks on "Bloomberg The...
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
PGIM's Tipp: Buy Treasuries If US Debt Crisis Gets Messy
Robert Tipp, chief investment strategist at PGIM Fixed Income, says the lack of a resolution to the debt ceiling debate would be "risk-off" event for markets, suggesting investors buy US Treasuries over the short-term. He speaks on...
Bloomberg
Investment Grade Is a Sweet Spot for Markets: Slim
"Investment grade is a sweet spot for markets this year." Omar Slim, senior portfolio manager for Asia fixed income at PineBridge Investments, discusses the US yield curve, his investment strategy and where he's finding opportunity. He...
Press Association
Starmer says Government is 'behind the curve' following TikTok ban on official phones
Sir Keir Starmer said the Government is “behind the curve” in banning the video-sharing app TikTok from official Government phones. The Labour leader, speaking to broadcasters during a visit to The Roslin Institute laboratory near...
Bloomberg
abrdn on Multi-Asset Strategy
Irene Goh, Head of Multi-Asset Solutions for APAC at abrdn, says she sees volatility from US debt ceiling discussions but that there are opportunities for investors to take advantage of. She speaks with Yvonne Man and Rishaad Salamat on...
Bloomberg
Former BOJ Assistant Governor Momma on Policy Decision
Kazuo Momma, a former assistant governor of the Bank of Japan and now executive economist at Mizuho Research & Technologies, discusses the central bank's latest policy decision. The BOJ scrapped its guidance on future interest rate...