Bloomberg
Time to Turn Neutral on the U.S. Dollar, Says Arkera’s Patel
Apr.08 -- Viraj Patel, FX and global macro strategist at Arkera, discusses the U.S. economy, his forecast for 10-year yields and his outlook for the dollar. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
Market's Too Optimistic, Relaxed on Fed's Rate Path, Strobaek Says
Feb.27 -- Michael Strobaek, global chief investment officer at Credit Suisse, discusses how markets view the Federal Reserve's rate path and the prospect of a U.S. recession. He speaks on "Bloomberg Surveillance."
Bloomberg
ECB Sees Interest Rates on Hold at Least Through End of 2019
Apr.10 -- The European Central Bank held the main refinancing and deposit facility rates steady as they see rates remaining on hold at least through the end of this year. Bloomberg's Matt Miller reports on "Bloomberg Daybreak: Americas."
Bloomberg
China Stocks' Rally May Still Be in Early Stages, Lombard Odier's Lee Says
Apr.11 -- Homin Lee, Asia macro strategist at Lombard Odier, talks about Chinese stocks, the government's policies and the economy. He also discusses the outlook for bond markets on "Bloomberg Markets: Asia."
Bloomberg
'Jay Powell Was Right': Deutsche Bank Economist Slok on Jobs Report
May.03 -- Torsten Slok, chief economist at Deutsche Bank Securities, and Subadra Rajappa, head of U.S. rates strategy at Societe Generale, examine the U.S. April jobs report. They speak on "Bloomberg Daybreak: Americas."
Bloomberg
Asian Markets Will Be Struggling to Find Traction, Says Mizuho’s Varathan
Apr.01 -- Vishnu Varathan, head of economics and strategy at Mizuho Bank, discusses Asian markets and his outlook for bond yields. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Are Markets Still Too Complacent on Trade?
May.08 -- Guests respond to the MLIV Question of the Day, "are markets still too complacent on trade?"
Bloomberg
Saxo Bank Sees More Fed Rate Cuts Than Market Is Pricing
May.06 -- John Hardy, head of FX at Saxo Bank, discusses the outlook for Federal Reserve policy, the dollar and Treasuries. He speaks on "Bloomberg Surveillance."
Bloomberg
Risk of a U.K. General Election Is Growing, Mizuho's Chatwell Says
Jun.10 -- Peter Chatwell, head of European rates strategy at Mizuho International, discusses Boris Johnson's chances of winning the race to replace Theresa May as Prime Minister and the possible consequences for Brexit. Jonathan Fenby,...
Bloomberg
Markets Should Reflect Higher Risk of Hard Brexit or Corbyn Premiership: Deutsche Bank
May.28 -- George Saravelos, global head of FX research at Deutsche Bank, discusses the outlook for the pound amid increased increased risks of a "hard Brexit" and a possible win for opposition Labour Party leader Jeremy Corbyn in the...
Bloomberg
Retail's Losers and Survivors in the Trade War
Jun.03 -- Laurent Vasilescu, Macquarie Senior Research Analyst, discusses the prospects for retail as trade tensions worsen with Bloomberg's Jonathan Ferro on 'Bloomberg: The Open.'
Bloomberg
Yen Likely to Weaken, CMC Markets Says
Jun.12 -- Michael McCarthy, chief market strategist at CMC Markets, talks about currencies including the yen and the dollar. He speaks on "Bloomberg Daybreak: Middle East."
Bloomberg
Sowerby: Let the Fed Do Its Job
Jul.08 -- Markus Schomer, chief economist at PineBridge Investments, and David Sowerby, managing director and portfolio manager at Ancora, discuss Trump's relationship with the Federal Reserve. They speak with Bloomberg's Alix Steel and...
Bloomberg
JPMorgan's Amoa Expects a 50 Basis Point Cut from Fed
Jun.20 -- Diana Amoa, fixed-income portfolio manager at JPMorgan Asset Management, discusses Fed rate hikes on "Bloomberg Surveillance."
Bloomberg
Markets Look for Signs of a G-20 U.S.-China Trade Deal
Jun.26 -- Stephen Parker, head of thematic equity solutions at JPMorgan Private Bank, Chris Hyzy, chief investment officer at Bank of America Merrill Lynch Private Bank, and Bill Zox, fixed income chief investment officer at Diamond Hill...
Bloomberg
Markets Aren't Ready for No Trump-Xi Meeting at G-20: Chillingworth
Jun.25 -- Julian Chillingworth, chief investment officer at Rathbones, discusses market expectations for the G-20 meeting and Federal Reserve rate cuts. He speaks with Bloomberg's Nejra Cehic on "Bloomberg Surveillance."
Bloomberg
Fed Will Cut Rates Again in September, Economist Girard Says
Aug.02 -- Michelle Girard, NatWest Markets chief U.S. economist, comments on the outlook for Federal Reserve monetary policy during an interview with Bloomberg's Guy Johnson and Vonnie Quinn on "Bloomberg Markets."
Bloomberg
The Outlook for Inflation as Core PPI Falls for First Time in 2 Years
Aug.09 -- Dan Suzuki, portfolio strategist at Richard Bernstein Advisors, Michael Hans, chief investment officer at Clarified/Citizens Private Wealth, and Jay Pelosky, chief investment officer at TPW Investment Management, discuss...
Bloomberg
See Good Value in Pound Longer-Term, Says Coutts & Co.’s CIO
Aug.15 -- Alan Higgins, chief investment officer at Coutts & Co., discusses the U.K. yield curve investing for the first time since 2008 and his call on sterling. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
U.S. Equities Have Superior Growth Opportunities, State Street Says
Aug.27 -- Marija Veitmane, senior multi-asset strategist at State Street, discusses the outlook for U.S. equities and bond markets. Arend Kapteyn, global head of economics and strategy research at UBS, also speaks on "Bloomberg...
Bloomberg
ECB Hawks' Pushback Shows Stimulus Is Coming, BlueBay's Riley Says
Sep.02 -- ECB policy makers will decide on Sept. 12 whether to cut interest rates to bolster growth, but some officials are opposed to larger steps such as restarting bond purchases. David Riley, chief investment strategist at BlueBay...
Bloomberg
Pickens Is 'Absolutely an Icon,' Says CIBC Private Wealth's Babin
Sep.11 -- Rebecca Babin, CIBC Private Wealth senior energy trader, discusses oil and the passing of T. Boone Pickens with Caroline Hyde and Scarlet Fu
'Bloomberg Markets: The Close.'
Bloomberg
September Jobs Report Shows U.S. Economy Not 'Falling Off a Cliff'
Oct.04 -- Barclays' Michael Gapen, BlackRock's Rick Rieder, Anastasia Amoroso of J.P. Morgan Private Bank, PGIM Fixed Income's Michael Collins, and Mohamed El-Erian of Allianz and Bloomberg Opinion, discuss the September U.S. payrolls...
Bloomberg
Bloomberg Market Wrap 10/4: HP Shares, Bond Yields, S&P 500 Rally
Oct.04 -- Bloomberg market reporters take a deep dive into all of today's action.