Bloomberg
US Inflation Will Come Down Quite Significantly: National Australia Bank
Rodrigo Catril, senior currency strategist at National Australia Bank, discusses the prospects for the US dollar, the euro, Asian currencies, economies and central banks' policies. He speaks with Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
Japan Inflation Speeds Up Ahead of Central Bank Price View Update
Japan's consumer price inflation accelerated last month. Prices excluding those for fresh food gained 3.3% from a year ago. Matthew Burgess looks at what the latest figures mean for the Bank of Japan and the yen. He speaks on "Bloomberg...
Bloomberg
JPMorgan AM Gradually Taking Profits on Chinese Government Bonds
Jason Pang, Asia foreign exchange and rates portfolio manager at JPMorgan Asset Management, shares his views on China's economy, government bonds, the local currency and stocks. He speaks with David Ingles and Yvonne Man on "Bloomberg...
Bloomberg
China Stocks May Outperform Global Peers, Standard Chartered Says
Abhilash Narayan, senior investment strategist at Standard Chartered Wealth Management, shares his views on Chinese and Japanese stocks. He also explains why expects the Bank of Japan to keep the yield-curve control unchanged next week...
Bloomberg
BlackRock Says a Lot of Yield Available in US Fixed Income
Rick Rieder, chief investment officer of global fixed income and head of global allocation investment at BlackRock, shares his views on equity and fixed-income markets and discusses the opportunities he sees. He speaks with Haidi...
Bloomberg
Many EM Countries Using Crisis as Opportunity, UBS Says
Shamaila Khan, head of fixed income for emerging markets and Asia Pacific at UBS Asset Management, discusses the prospects for the markets. Investors who stuck with bonds from countries that defaulted or are on the brink are betting the...
Bloomberg
Setser: China Has Trillions in Additional Foreign Assets
"There's a couple trillion dollars in additional foreign assets under the control of China's state bank." Brad Setser, senior fellow at the Council on Foreign Relations, discusses why he says China has "hidden" currency reserves and why...
Bloomberg
China Names Pan Gongsheng as Party Head of Central Bank
China has named Pan Gongsheng, deputy governor of the People's Bank of China, as the central bank's new Communist Party chief. This is a step usually taken before being appointed as the governor. Stephen Engle reports on Bloomberg...
Bloomberg
Sharp Yen Appreciation Unlikely Until BOJ Policy Change: Westpac
Sean Callow, senior currency strategist at Westpac Banking Corp., discusses the outlook for the Japanese yen and the Chinese yuan. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
China Steps Up Yuan Surveys as Selloff Worsens
The yuan has tumbled to the weakest level in seven months, and now China is stepping up efforts to support the currency. The central bank and the foreign-exchange regulator have asked exporters, importers and banks about money flows and...
Bloomberg
Japan to Respond to Excessive FX Moves, Top Currency Official Says
The yen is slightly higher after Japan's top currency official Masato Kanda said authorities will respond appropriately if there are excessive moves in the foreign exchange market. Paul Jackson reports on Bloomberg Television.
Bloomberg
Yen Likely to Strengthen Over Next 3 to 12 Months: Nikko Asset Management
"We actually think that the yen's going to strengthen over the next three, six, 12 months because the trade deficit is going to turned into a trade surplus, especially for goods and services, because tourism is going to keep booming...
Bloomberg
MSCI Retains South Korea on Emerging Markets
MSCI Inc. has again denied South Korea's bid for an upgrade to the "developed-market" status following an annual review. The global index provider says it has decided to retain South Korea in its list of emerging markets. Youkyung Lee...
Bloomberg
Lombard Odier Is 'Negative' on China Yuan's Trajectory
Homin Lee, senior macro strategist at Lombard Odier, discusses currencies, economies and central banks' policies of Japan and China. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
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Bloomberg
One More Fed Rate Hike Priced In, ANZ Says
Mahjabeen Zaman, head of foreign exchange research at Australia & New Zealand Banking Group Ltd., talks about the yen, the dollar and central banks' policies. A gauge of dollar strength inched up after the greenback advanced against all...
Bloomberg
China's Struggling Property to Weigh on Iron Ore: ANZ
Daniel Hynes, strategist at Australia and New Zealand Banking Group Ltd., discusses Chinese demand for commodities including iron ore and copper. He also talks about the outlook for gold. He speaks with Shery Ahn and Haidi Stroud-Watts...
Bloomberg
What Would Prompt the Bank of Japan to Tweak Yield-Curve Control?
Sue Trinh, co-head of global macro strategy at Manulife Investment Management, discusses Bank of Japan's policy of yield-curve control, the yen and Japanese stocks. She speaks with Yvonne Man on "Bloomberg Daybreak: Asia."
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Bloomberg
ANZ Sees Dollar Upside in Short Term, to Weaken Longer Term
Mahjabeen Zaman, head of foreign exchange strategy at Australia & New Zealand Banking Group Ltd., discusses the deal between President Joe Biden and House Speaker Kevin McCarthy on the US debt ceiling, Federal Reserve policy, and the...
Bloomberg
Japanese Yen's 'Sweet Spot' Around 125, UBP's Calder Says
Kieran Calder, head of equity research for Asia at Union Bancaire Privee, discusses the recent rally in Japanese stocks, corporate governance, and the outlook for the yen. He speak with Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
'Catch-Up Opportunity' for Emerging Markets Seen, Global X Says
Malcolm Dorson, senior portfolio manager at Global X, says that after a decade of the US outperforming emerging markets, he sees a catch-up opportunity. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak:...
Bloomberg
Philippine Central Bank May Cut Key Rate if Fed Cuts, Governor Says
Philippine central bank Governor Felipe Medalla discusses monetary policy and foreign exchange market intervention. The Bangko Sentral ng Pilipinas on Thursday halted its most aggressive monetary tightening in two decades amid easing...
Bloomberg
Dollar Rally Likely to Be Relatively Short-Lived, CIBC Says
Jeremy Stretch, head of G10 foreign exchange strategy at CIBC Capital Markets, discusses the outlook for the dollar, the yen and the Australian dollar. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
Bloomberg
National Australia Bank Is Still Thematically US Dollar Bear
Ray Attrill, head of currency strategy at National Australia Bank Ltd., discusses the outlook for the dollar, Asian currencies and central banks' policies. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak:...
Bloomberg
Morgan Stanley Likes Financials in Some Emerging Markets
Jitania Kandhari, deputy chief investment officer and head of macroeconomic research for emerging markets at Morgan Stanley, discusses the outlook for EM assets, the dollar, and the opportunities she sees. She speaks with Shery Ahn, Paul...