Bloomberg
Sierra's Spath Says There's a 'Lot of Noise' Coming From EM
Aug.14 -- Terri Spath, chief investment officer at Sierra Investment Management, discusses emerging market contagion from Turkey's economic issues, slowing growth in China, and the prospect of a U.S. economic recession. She speaks on...
Bloomberg
U.S. Equities Show Faith in Trump
Jun.27 -- U.S. equities have broken out against their global peers in the last month. But do investors sense that the nation will be in a better position on trade? Bloomberg Intelligence's Gina Martin Adams discusses the U.S. equity...
Bloomberg
Investors Should Be in Financials, Says Kramer Capital Research’s CIO
Jul.11 -- Hilary Kramer, chief investment officer at Kramer Capital Research, discusses U.S. inflation, the Fed and where she’s finding opportunity. She speaks on “Bloomberg Daybreak: Asia”
Bloomberg
U.S. Economy Still Has Considerable Momentum, Says Point Loma Nazarene University’s Reaser
May.05 -- Lynn Reaser, chief economist at Point Loma Nazarene University, discusses the U.S. jobs data and her outlook for the U.S. economy. She speaks on “Bloomberg Daybreak: Australia.”
Bloomberg
Very Likely to Get a Rate Cut From the Fed in 2020, Says Quilvest’s Parker
May.17 -- Bob Parker, investment committee member at Quilvest, discusses the possibility of rate cuts from the Fed and his outlook for monetary policy. He speaks on “Bloomberg Markets: European Open.”
Bloomberg
IPOs Add Suspicion to Market Strength, JPM's Lehmann Says
May.14 -- Mark Lehmann, president at JMP Securities, discusses the state of equity markets and the impact of IPOs and economic data. He speaks on "Bloomberg Surveillance."
Bloomberg
Fed to Cut Rates by Year's End as U.S. Slows: Capital Economics Bootle
May.24 -- Roger Bootle, founder and chairman at Capital Economics, discusses the comeback of fiscal policy, the prospect of MMT, and a slowdown in the U.S. economy. He speaks on "Bloomberg Surveillance."
Bloomberg
I Believe U.S. Dollar Will Weaken, Says Latitude Investment’s Lait
Jun.18 -- Freddie Lait, chief investment officer at Latitude Investment Management, discusses his expectations from the Fed and his investment strategy. He speaks on “Bloomberg Markets: European Open.”
Bloomberg
Nobel Laureate Romer Says Let the Fed Do Their Job
Dec.17 -- Paul Romer, Nobel laureate and NYU Stern Professor of Economics, discusses criticism of the Federal Reserve's rate path, the questioning of facts, and the U.S. ratio of debt-to-GDP. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
What Markets, U.S. Economy Stand to Gain From a China Trade Deal
Feb.22 -- Alessio De Longis, portfolio manager at OppenheimerFunds, and David Bahnsen, chief investment officer and founder at Bahnsen Group, discuss optimism surrounding U.S.-China trade talks and the market and economic benefits of...
Bloomberg
Harvard's Feldstein Says Debt to Reach 100% of GDP by End of Decade
Feb.22 -- Harvard University George F. Baker Professor of Economics Marty Feldstein discusses the U.S. debt and deficit. Bloomberg Intelligence's Gina Martin Adams joins the conversation on "Bloomberg Surveillance."
Bloomberg
Fed's Probably Not Done Yet, Former NY Fed President Dudley Says
Mar.01 -- Former New York Fed President Bill Dudley discusses the neutral rate, the Fed's rate path, U.S. budget deficit, and modern monetary theory. He speaks with Bloomberg's Michael McKee on "Bloomberg Daybreak: Americas."
Bloomberg
Will See Higher Levels in U.S. Equities in 2H, Says Wells Fargo’s Patel
Mar.14 -- Margaret Patel, senior portfolio manager at Wells Fargo Asset Management, discusses the rally in U.S. equities, the economy and Fed policy. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Recession Expectations: What Markets Are Getting Wrong
Feb.14 -- Michelle Meyer, head of U.S. economics at Bank of America Merrill Lynch, and Michael Antonelli, managing director and institutional equity trader at Baird, discusses market expectations for economic and earnings recessions....
Bloomberg
Next FOMC Policy Move Will Likely Be a Cut, Says Credit Agricole’s Marinov
Apr.23 -- Valentin Marinov, head of G10 FX research & strategy at Credit Agricole, discusses the shape of the Federal Reserve board and his outlook for the euro-dollar trade. He speaks on “Bloomberg Markets: European Open.”
Bloomberg
Fed to Take a Time Out in 2019, Deutsche Bank's Konstam Says
Dec.13 -- Dominic Konstam, global head of rates research at Deutsche Bank, explains why he sees no rate hikes from the Federal Reserve in 2019. He speaks with Bloomberg's Vonnie Quinn on "Bloomberg Markets."
Bloomberg
We Have a Neutral Stance on U.S. Equities, Says ADS Investment’s Lemand
May.01 -- Ryan Lemand, managing director and senior executive officer at ADS Investment Solutions, discusses his positioning for markets and how markets are pricing in a U.S.-China trade deal. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
U.S. to See a More Dramatic Slowdown in 2020, says Daiwa Capital’s Kitney
May.15 -- Paul Kitney, APAC chief equity strategist at Daiwa Capital Markets, discusses the U.S. economy and the possibility of a recession. He speaks on “Bloomberg Markets: China Open.”
Bloomberg
U.S. Economy Doesn’t Need a Rate Cut Yet, Says Natixis’s Dwek
May.15 -- Esty Dwek, senior strategist at Natixis Investment Managers, discusses President Trump delaying auto tariffs, the U.S. dollar and Fed policy. She speaks on Bloomberg Daybreak: Asia.”
Bloomberg
U.S. Economy Is in a Good Place, Says Eaton Vance’s Stein
May.07 -- Eric Stein, co-director of global income and portfolio manager at Eaton Vance Management, discusses the U.S. economy, the bond market and his outlook for global markets. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Trump Can Mostly Jawbone Over Fed, Says Pimco's Cantrill
Oct.24 -- Libby Cantrill, head of public policy at Pimco, discusses the selloff in the U.S., President Trump's criticism of the Fed and her outlook for policy following the midterm elections. She speaks on "Bloomberg Daybreak: Asia."
Bloomberg
Too Early to Be Cashing Out of Equity Markets, Says JPMorgan Chase’s Sullivan
Apr.15 -- James Sullivan, head of Asia equity research at JPMorgan Chase, discusses Fed policy and his outlook for markets. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
Deutsche Bank Economist Sees Markets Fairly Priced for Economic Outlook
Apr.16 -- Matthew Luzzetti, chief U.S. economist at Deutsche Bank, discusses the economic fundamentals behind U.S. markets. He speaks on "Bloomberg Surveillance."
Bloomberg
OMB's Mulvaney Sees No 'Sugar High' From Tax Cuts
Nov.01 -- Office of Management and Budget Director Mick Mulvaney rejects the notion that a "sugar high" from tax cuts is fueling the U.S. economy, markets and corporate earnings. He speaks with Bloomberg's David Westin on "Bloomberg...