Bloomberg
Why Ed Yardeni Is Sticking With 4,600 S&P Year-End Call
Ed Yardeni, president at Yardeni Research, says he expects a "challenging" second-half of the year for equity markets after they outpaced expectations so far in 2023. "September is coming and that obviously could create some problems....
Bloomberg
Fed's Bostic 'Comfortable' With July Employment Data
Federal Reserve Bank of Atlanta President Raphael Bostic says US employment gains are slowing in an orderly manner and there is no need to hike rates further to ease inflation. He speaks with David Westin on "Wall Street Week."
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Bloomberg
Jobs Data Best Case Scenario for Fed: iCapital's Amoroso
Anastasia Amoroso, iCapital's chief investment strategist, says the Federal Reserve may have to pause rate hikes after the July US employment report. Speaking with Jonathan Ferro on "Bloomberg The Open," Amoroso says she likes that the...
Bloomberg
Inflation Is Still a Worry, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the services industry is well supported and inflation is moderating but it's too early to stop worrying about inflation on "Bloomberg Markets: European...
Bloomberg
Jobs Data Signal Rate Hikes Over: BlackRock's Rosenberg
Jeffrey Rosenberg, BlackRock Systemic Multi-Strategy Fund portfolio manager, discusses what the July US employment report means for the yield market with Tom Keene and Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
US Yields 'Significantly Lower' in a Year: HSBC's Major
Steven Major, global head of fixed income research at HSBC Holdings Plc, discusses US Treasury yields and Federal Reserve policy. He speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East & Africa." (Excerpt of the full...
Bloomberg
Markets in 3 Minutes: US Recession Likely Coming in 4Q
Mark Cudmore and Dani Burger break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
HSBC's Major: Fixed Income Market On a Turning Point
HSBC Global Head of Fixed Income Research Steven Major shares his perspectives on the yield market, monetary policy rates and the Bank of England's latest hike. He speaks to Yousef Gamal El-Din on "Daybreak Middle East & Africa."
Bloomberg
Maersk CEO Sees Subdued Growth, No Global Recession
Maersk CEO Vincent Clerc says the shipping giant remains cautious on demand for the container trade, predicting a "subdued environment" for the rest of 2023. He speaks on "Bloomberg Markets Today."
Bloomberg
What to Expect From the July Jobs Report
The US economy is expected to have added 200,000 jobs in July. The report comes out Aug. 4. Bloomberg's Michael McKee has a preview.
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Bloomberg
Ben Harris On US Fitch Credit Downgrade
Former Assistant Secretary of the Treasury for Economic Policy, Ben Harris, discusses Fitch downgrading the United States to a credit rating of AA+ from AAA. He speaks with Annmarie Hordern and Joe Mathieu on Bloomberg's "Balance of Power."
Bloomberg
Microsoft Could Benefit From Downgrade, Zogheb Says
Citigroup Inc.'s head of global debt capital markets, Richard Zogheb, says companies that have a credit rating as high or higher than the US could benefit from the Fitch downgrade. He speaks to Bloomberg's Sonali Basak.
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Bloomberg
RBC's Calvasina Sees Negative Global Earnings Bias
Lori Calvasina, RBC Capital Markets head of US equity strategy, reacts to Fitch's downgrade of
US long-term ratings and says global earnings outlooks seem to be tilting negative. Speaking with Jonathan Ferro on "Bloomberg The Open,"...
Bloomberg
Citi's Sheets Expects Recession in 2024, Rate Cut in Q2
Citigroup Global Markets Global Chief Economist Nathan Sheets says he still expects a US recession in 2024 during an interview with Jonathan Ferro and Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
Fitch Says It Didn't Want to Rush US Downgrade
Richard Francis, the co-head of Americas sovereign ratings at Fitch Ratings, talks about the decision to downgrade the US credit rating by one level, to AA+ from AAA. He says US debt levels have been on the rise and won't stabilize over...
Bloomberg
The Pandemic Wiped Out Housing Inventory: Miller
Jonathan Miller of Miller Samuel says housing inventory is lower than it was in 2019 in most markets. He's on "Bloomberg Surveillance."
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Bloomberg
Tech, Finance Rightsizing: Conference Board's Peterson
Dana Peterson, chief economist at the Conference Board, says what consumers see as a "white collar recession" is more about labor shortages versus not during an interview with Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
JPMorgan Sees 'Very Attractive Valuations' in China
Kerry Craig, global market strategist at JPMorgan Asset Management, discusses credit spreads across markets, emerging-market debt, China's economy and financial assets. He also talks about Fitch Ratings' decision to strip off the...
Bloomberg
Euro Zone Returns to Growth as Core Inflation Persists
The euro-area economy returned to growth in the second quarter as gross domestic product advanced by 0.3% from the previous three month, while underlying inflation pressures remained strong. Jana Randow reports on Bloomberg Television.
Bloomberg
Morgan Stanley's Wilson Says Stock Rally Reminds Him of 2019
Morgan Stanley's Michael Wilson says US stocks are trading like they did in 2019 when the S&P 500 Index handed investors a 29% return. In a note to clients, Wilson says the market is in a policy-driven, late-cycle rally. Bloomberg's Dani...
Bloomberg
Strong Balance Sheets, Labor Market Helping Economy: Meskin
Sonia Meskin, Head of US Macro at BNY Mellon Investment Management, says strong balance sheets and labor market have helped the economy withstand curveballs over the past few years. She says the jury is still out on whether there are...
Bloomberg
US to Remain Recession Free This Year: Economist Zandi
Mark Zandi, chief economist at Moody's Analytics, says "inflation's coming in in a pretty graceful way," as he believes the Federal Reserve has done all they need to do. He speaks on "Bloomberg Surveillance."
Bloomberg
Fed's Kashkari More Upbeat on Inflation
Federal Reserve Bank of Minneapolis President Neel Kashkari is more upbeat on inflation and when it comes to the US actually avoiding recession. He also warns that higher unemployment would be the cost of achieving a so-called "soft...
Bloomberg
Forward-Looking Fed
Laura Tyson, UC Berkeley Haas School of Business Professor tells us why productivity gains from artificial intelligence can help lead the US to a soft landing.