Bloomberg
Emerging-Market Currencies on Brink of Erasing 2023 Gains
Emerging market currencies are on the brink of wiping out all of their 2023 gains. Concerns about China's economy and US interest rates are weighing on riskier assets. David Finnerty has more on Bloomberg Television.
Bloomberg
Lombard Odier Is 'Underweight' Chinese Government Bonds
Homin Lee, senior macro strategist at Lombard Odier, talks about the dollar and emerging-market assets. He also discusses Bank of Japan's policy and its implications for financial markets. He speaks with Shery Ahn and Haidi Stroud-Watts...
Bloomberg
BOJ's Focus on Keeping Policy Easy Nudges Down Yen
The yen stays near its weakest level since October after falling Monday. Bank of Japan Governor Kazuo Ueda and his deputy doubled down on the central bank's message that stimulus is still needed, in comments that helped nudge the yen to...
Bloomberg
Bank of Japan to Face Tremendous Pressure If Yen Falls Below 150: Economist
Martin Schulz, chief economist at Fujitsu and a former visiting researcher at the Bank of Japan, discusses the central bank's policy and the outlook for the economy. The BOJ left its monetary settings unchanged and offered no clear sign...
Bloomberg
UBP Says Likely to See Upside Risks in Dollar-Yen
Peter Kinsella, global head of foreign exchange strategy at Union Bancaire Privee, talks about the Japanese yen, the Chinese yuan and central banks' policies. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Invesco Says Allocation to Asia Likely to Increase
Kristina Hooper, chief global market strategist at Invesco, shares her views on the artificial-intelligence theme, and Asian stocks. She also discusses Bank of Japan's policy with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak:...
Bloomberg
US CPI May Throw Curveball to Yen Rally
The odds have shifted to the yen's favor at the start of the week but it may still be vulnerable to sharp movements as the U.S. consumer price index print and central bank meetings loom large in markets. Paul Jackson reports on Bloomberg...
Bloomberg
BlackRock Doesn't See Major Shift by Bank of Japan Any Time Soon
Thomas Taw, head of Asia Pacific iShares investment strategy at BlackRock, discusses policies of central banks in Japan, the US, China, and the implications for financial markets. Bank of Japan Governor Kazuo Ueda told a local newspaper...
Bloomberg
Is China Doing Enough to Regain Investors' Confidence?
Eva Lee, head of Greater China equities at UBS Global Wealth Management Chief Investment Office, looks at the Chinese government's efforts to support the economy and the implications for financial assets. She speaks with Yvonne Man and...
Bloomberg
China Beige Book: Parts of Economy on Track for Rebound
Shehzad Qazi, managing director of China Beige Book International, discusses the state of the world's second-largest economy and its outlook. "Even as some financial media report of China's imminent collapse, China Beige Book's real-time...
Bloomberg
UBS Says Bonds Still 'Most Preferred Asset Class'
Kelvin Tay, regional chief investment officer at UBS Global Wealth Management, discusses Federal Reserve policy and the implications for financial markets. He also talks about the state of China's economy with Paul Allen and Shery Ahn on...
Bloomberg
Emerging-Market Bonds, Stocks Set for Worst Month Since Sept. 2022
Bonds and stocks from developing economies are poised for their worst monthly losses since last September. Maria Elena Vizcaino reports on Bloomberg Television.
Bloomberg
US Recession Is Delayed, Not Canceled, Thornburg Says
Jeffrey Klingelhofer, co-head of investments and managing director at Thornburg Investment Management, discusses the outlook for US and Chinese economies, and the implications for financial markets. He speaks with Paul Allen on...
Bloomberg
Morgan Stanley Cuts China GDP Forecasts for 2023, 2024
"What we are watching is the fiscal policy response. And to the extent to which that has not been coming through, we had to bring in the growth numbers lower." Chetan Ahya, chief Asia economist at Morgan Stanley, explains why the bank...
Bloomberg
State Street Remains 'Positive' on Emerging-Market Bonds
Ben Luk, senior multi asset strategist at State Street Global Markets, explains why he remains "positive" on emerging-market bonds. He speaks with Kathleen Hays and Paul Allen on "Bloomberg Daybreak: Asia."
Bloomberg
Union Bancaire Privee Is 'Underweight' Japan, Emerging-Market Stocks
Kieran Calder, head of equity research for Asia at Union Bancaire Privee, shares his views on Japanese and Chinese stocks, and the South Korean won. He speaks with Kathleen Hays and Paul Allen on "Bloomberg Daybreak: Asia."
Bloomberg
Japan's Economy Expands More Than Expected
Japan's economy expanded at an annualized pace of 6% in the second quarter, beating expectations and marking the strongest growth since the last quarter of 2020. Kathleen Hays reports on Bloomberg Television.
Bloomberg
Dollar to Remain Strong Over the Next Few Months, BofA Says
Adarsh Sinha, co-head of Asia foreign exchange and rates strategy at BofA Securities, talks about the US economy, Federal Reserve policy and the dollar. He also discusses the outlook for the Japanese yen and the Chinese yuan. He speaks...
Bloomberg
BOJ Doesn't Need YCC Any More, Mizuho Securities Says
Shoki Omori, chief Japan desk strategist at Mizuho Securities, discusses the central bank's policy and the local currency. He speaks with Kathleen Hays and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
Bloomberg
Morgan Stanley 'Most Excited' About India Market Right Now
Jonathan Garner, chief Asia and emerging markets strategist at Morgan Stanley, shares his views on the region's stocks. The firm has cut its rating on Chinese stocks to equal weight and Australia equities to underweight, while raising...
Bloomberg
Dollar on 'Good Footing' Right Now, Westpac Says
Sean Callow, senior currency strategist at Westpac, talks about the dollar, the yen, the pound and central banks' policies. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
Bloomberg
Schroders Shorts JGBs, Pimco Likes Yen in BOJ Game Plan
The world's top money managers are doubling down on convictions the Bank of Japan is well on the road to exiting the world's boldest experiment with ultra-loose monetary policy. Ruth Carson reports on Bloomberg Television.
Bloomberg
BOJ Tweak 'Constructive' for Japan Stock Market: Nomura
Gareth Nicholson, chief investment officer and head of discretionary portfolio management at Nomura, discusses Bank of Japan policy and what it means for investors. He also talks about China's efforts to support economic growth and the...
Bloomberg
Bank of Japan May Hold 'Live' Meeting This Week: Lombard Odier
Homin Lee, senior macro strategist at Lombard Odier, discusses Bank of Japan's policy, the nation's stocks and the currency. The BOJ is widely expected to retain its ultra-easy monetary policy Friday, with market focus falling on whether...