Bloomberg
Concerns Over Cyclicals
Christopher Ailman, CalSTRS CIO & Sarah Ketterer, Causeway Capital CEO explain the difficulty in predicting a recession. They also discuss post-pandemic resiliency and the strength of the consumer.
Bloomberg
AVM Capital: Short-Dated IG Bonds To Do Well In 2H 2023
AVM Capital Founder & CIO Ashvin Murthy believes short-dated investment grade bonds will perform well in the second-half of this year. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
Powell: Fed Doesn't See Rate Cuts Happening Anytime Soon
"We're within a couple of rate hikes of the level we want to get to," Federal Reserve Chair Jerome Powell says during his semiannual monetary report to the the Senate Banking Committee.
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Bloomberg
Powell Says Majority of FOMC See Two More Hikes in 2023
Federal Reserve Chair Jerome Powell says returning US inflation to 2% is crucial to support the long-term health of the US economy during his semiannual monetary report to the the Senate Banking Committee.
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Bloomberg
BOE Hikes Key Rate by 50 Basis Points to 5%
The Bank of England raised its benchmark interest rate to 5%, the highest level in 15 years, in a 7-2 vote Thursday. Lizzy Burden reports on Bloomberg Television.
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Bloomberg
Wells Fargo's Harvey Says Only 'Agressive' Fed Can Stop Tech Rally
Chris Harvey, head of equity strategy at Wells Fargo Securities, says the rally in technology stocks won't end until an "aggressive" Federal Reserve "cracks" the US economy. He speaks on "Bloomberg Surveillance."
Bloomberg
More Work to do on Inflation: Bernstein
Jared Bernstein, White House Council of Economic Advisers Chairs, gives his insights on what the Biden Administration will do to get control of prices and to tackle inflation and bring it down. He also talks about the relationship...
Bloomberg
Equities Still Ok for 2H, But Expect Setback: Nolting
"For the second half of this year, I would say Equities are still ok, but I would expect a setback." Christian Nolting, global chief investment officer at Deutsche Bank, discusses US markets, discusses his investment strategy and where...
Bloomberg
What do the Bulls Chase Next?
What do the bulls chase next? That was Tuesday's question of the day posed by Alix Steel and Dani Burger to Aoifinn Devitt, Moneta Chief Investment Officer on "Bloomberg Markets: Americas."
Bloomberg
Top Calls: SoFi Extends Losses After Downgrades
Mihir Bhatia, Bank of America Global Research Analyst joins Romaine Bostick to discuss the big movers on the back of analyst recommendations on Bloomberg Markets: The Close.
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Bloomberg
US Stocks Are Overbought, Miller Tabak's Maley Says
"When you get this kind of situation in terms of overvaluation it's just very, very difficult for the economy to play catch up the way people are hoping for," Miller Tabak Chief Market Strategist Matt Maley says during an interview on...
Bloomberg
Arqaam's Rizk: Favoring Long Duration IG
Zeina Rizk, Executive Director of Fixed Income Asset Management for Arqaam Capital discusses her MENA fixed income outlook. She speaks with Bloomberg's Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East."
Bloomberg
Wealthwise Financial CEO Gilbert on US Markets
Loreen Gilbert, chief executive officer at Wealthwise Finanical, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
What Might be Driving the Fed
Lawrence H. Summers, Former Treasury Secretary weighs in on this week's Fed decision and why he believes the meeting felt like it was driven by internal political dynamics.
Bloomberg
Who Is To Blame for Inflation?
This week we take a look at what is impacting inflation from supply chain disruptions, the pandemic and even Beyoncé's world tour.
Bloomberg
Survival of the (AI) Fittest
Sonal Desai, Franklin Templeton Fixed Income CIO & Tracy Alloway, Bloomberg News Managing Editor look at the parallels drawn between the current AI frenzy and the dot-com era. Desai says this is "likely to be the decade of AI."
Bloomberg
Fed's Waller Says More Tightening May Be Needed
"Core inflation is not coming down like I thought it would," Federal Reserve Governor Christopher Waller says during an event in Oslo organized by the Norges Bank and the International Monetary Fund.
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Bloomberg
US Economy Has Already Landed, ADP's Richardson Says
"We're landed but we're not off the plane," ADP Chief Economist Nela Richardson says about the US economy during an interview with Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
Mike Wilson on Earnings, Recession Call, AI Excitement
Morgan Stanley Chief US Equity Strategist Mike Wilson says we're in an "earnings recession." He also shares his thoughts on monetary policy, his call for the S&P 500, and the excitement over AI. He spoke on "Bloomberg Surveillance" on...
Bloomberg
Trillium's Smith on the Markets
Trillium Asset Management Economist and Portfolio Manager Cheryl Smith explains why she thinks the US is headed for a recession by the end of the year amid global tightening. She discusses her investing strategy and market outlook with...
Bloomberg
Where KKR's Sheldon Is Finding Opportunities in Credit
Christopher Sheldon, KKR partner and co-head of credit and markets, says there is a crisis of confidence in the credit market that will abate over time. Speaking with Alix Steel and Guy Johnson on "Bloomberg Markets," Sheldon also...
Bloomberg
Ark Capital's Abukarsh on Fed Rate Pause, Inflation Risks
Saed Abukarsh, Senior Executive Officer at Ark Capital Management discusses the Fed's decision to pause interest-rate hikes for June. He speaks with Yousef Gamal El-Din on the "Daybreak Middle East" show.
Bloomberg
Markets in 3 Minutes: Only FI Traders Were Surprised by the Fed
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets: Europe."
Bloomberg
BofA's Bhave on Inflation, Fed's Next Move
Aditya Bhave, Bank of America's Senior US Economist discusses the Fed pausing rate hikes and whether or not the US is headed toward a soft landing. Aditya speaks with Kailey Leinz and Joe Mathieu on Bloomberg's "Balance of Power."