Bloomberg
Economist Rosenberg Expects a Rate Cut in Second Half of This Year
May.08 -- David Rosenberg, chief economist and strategist at Gluskin Sheff, and Priya Misra, head of global interest-rates strategy at TD Securities, discuss the likelihood of the Federal Reserve cutting interest rates this year amid...
Bloomberg
Fed's Kashkari Says Yield Curve Is Not a Comforting Signal
May.31 -- Minneapolis Fed President Neel Kashkari discusses what he sees as "very serious signals" from the yield curve. He speaks with Bloomberg's Alix Steel on "Bloomberg Daybreak: Americas."
Bloomberg
No Reason for Fed to Cut Rates at All, Says BofAML’s Woo
May.14 -- David Woo, head of global rates and FX strategy at Bank of America Merrill Lynch, discusses the U.S.-China trade negotiations, their impact on the U.S. economy and financial conditions. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Tariffs Risk 'Recession-Like Levels' on Indicators, JPM's Normand Says
May.13 -- John Normand, head of cross asset fundamental strategy at JPMorgan, explains the potential economic and market impacts of U.S. trade tariffs on China. He speaks with Bloomberg's Tom Keene on "Bloomberg Surveillance."
Bloomberg
KKR's McVey on U.S.-China Trade, Tech Wars, Margins
Oct.04 -- Henry McVey, head of global macro and asset allocation at KKR, examines economic risks from the U.S.-China trade war, technology wars between governments, and his warning on margins. He speaks with Bloomberg's Erik Schatzker on...
Bloomberg
How Tariffs Add to the Suffering of America's Rural Areas
Sep.19 -- Marcia Van Wagner, senior credit officer at Moody's Investor Services, discusses the economic issues plaguing rural areas of the United States. She speaks with Bloomberg’s Taylor Riggs in this week’s "Muni Moment" on "Bloomberg...
Bloomberg
Biggest Risk in Markets Is Overheating Economy, Says Goldman Sachs' CEO
Nov.07 -- David Solomon, chief executive officer at Goldman Sachs, discusses the results of the midterm elections in the U.S., what it means for the economy, the Fed's policy path, the 1MDB scandal, his strategy for the bank, the...
Bloomberg
Fed's Kaplan Is an Advocate for 'No Action' on Interest Rates
Jan.03 -- Dallas Federal Reserve President Robert Kaplan explains his approach to monetary policy under current economic and market conditions. He speaks with Bloomberg's Michael McKee on "Bloomberg Daybreak: Americas."
Bloomberg
China, India, Indonesia, Brazil Are Our Favorite Markets, Says Morgan Stanley
Dec.04 -- Jonathan Garner, chief Asia and emerging market equity strategist at Morgan Stanley, discusses why they upgraded China to overweight and his outlook for 2019. He speaks on "Bloomberg Markets: Asia."
Bloomberg
What to Watch for in Third-Quarter Retail Results
Nov.13 -- Steve Sadove, senior advisor at MasterCard, previews third-quarter retail earnings reports and U.S. retail sales. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
U.S. Housing Starts Get a Boost From Single-Family Builds
Aug.16 -- Bloomberg Businessweek's Peter Coy and Thomas Digenan, head of U.S. intrinsic value equity at UBS Asset Management, examine U.S. housing starts for July. They speak on "Bloomberg Daybreak: Americas."
Bloomberg
Pimco Says 'Only a Matter of Time' Until Shutdown Impacts Economy
Jan.10 -- Mark Kiesel, chief investment officer of credit at Pimco, explains how the partial government shutdown can impact the U.S. economy. He speaks on "Bloomberg Surveillance."
Bloomberg
Goldman's Solomon on Trade, China Business, Succession
Jun.20 -- David Solomon, president and chief operating officer at Goldman Sachs Group Inc., discusses trade friction between the United States and China, the firm's business in China, how he views the U.S. economy, and succession plans...
Bloomberg
2020 Is Slowdown Time, Deutsche Bank Economist Hooper Says
Sep.21 -- Peter Hooper, chief economist at Deutsche Bank Securities, discusses the U.S, 10-Year yield and the potential for an economic slowdown in 2020. He speaks on "Bloomberg Surveillance."
Bloomberg
Nobel Laureate Romer on the Economics of Higher Wealth Taxes
Feb.19 -- NYU Stern School Professor of Economics Paul Romer, recipient of the 2018 Nobel Memorial Prize in Economic Sciences, discusses the economic impact of proposals to increase taxes on the wealthy in the United States. Michael...
Bloomberg
Markets Expect Fed to Take a Patient Approach to Rates
Jan.30 -- George Goncalves, Americas head of fixed income strategy at Nomura, Bloomberg's Luke Kawa, and Jared Woodard, global investment strategist at Bank of America Merrill Lynch, discuss market expectations for the Federal Reserve's...
Bloomberg
Investors Should Be Selective, Disciplined in Australia Market: Dixon Advisory
Jan.19 -- Alice Browne, associate director of family wealth management at Dixon Advisory, discusses earnings season in Australia and her outlook for markets. She speaks with Haidi Stroud-Watts on “Bloomberg Daybreak: Asia.”
Bloomberg
U.S. Trade With China Slides in September After Fresh Round of Tariffs
Nov.05 -- U.S. imports from China fell to the lowest level in more than three years in September, while U.S. exports to China hit a five-month-low after new tariffs were placed on consumer products. Frances Donald, chief economist and...
Bloomberg
S&P 500 Seen at 3,150 at Year End; First Franklin's Ewing
Oct.20 -- Brett Ewing, chief market strategist at First Franklin Financial Services, talks about U.S. corporate earnings, stocks and the economy. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Bloomberg Daybreak: Australia."
Bloomberg
U.S. Treasury Yields Could Go Lower, Says Pictet’s Gaud
Jun.19 -- David Gaud, Asia chief investment officer at Pictet Wealth Management, discusses Fed policy and U.S. treasuries. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Mainstay Capital’s Kudla Finding Opportunity in REITs, Gold, Long-Duration Bonds
Oct.09 -- David Kudla, founder and chief executive officer at Mainstay Capital Management, discusses his investment strategy as he sees more risks rising and where he’s finding opportunity. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
U.S. Retail Sales Unexpectedly Post First Decline in Seven Months
Oct.16 -- U.S. retail sales posted an unexpected loss in September, suggesting consumers are starting to become shaky as the main engine of economic growth. Bloomberg's Michael McKee reports on "Bloomberg Daybreak: Americas."
Bloomberg
I Struggle to See the Case for a 50-Basis Point Cut, Says Quilvest’s Parker
Jul.22 -- Bob Parker, investment committee member at Quilvest, discusses Fed policy and his outlook for U.S. equities. He speaks on “Bloomberg Markets: European Open.”
Bloomberg
Bank Julius Baer’s Matthews on U.S.-China Trade, Hong Kong Unrest, U.S. Recession Risk
Oct.17 -- Mark Matthews, head of Asia research at Bank Julius Baer, discusses how the U.S.-China trade spat is impacting Hong Kong, their special status and the U.S. economy. He speaks on “Bloomberg Markets: Asia.”