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Oil Could Hit $100 in Second Quarter, Amrita Sen Says
Amrita Sen, the chief oil analyst at Energy Aspects, says that the second half of the year was going to "very bullish," pushing oil to $100 as long as the global economy was resilient. She speaks on "Bloomberg Markets."
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ISM's Fiore: Data Suggest Weak Demand for 3-4 Months
Timothy Fiore, chairman of the ISM Manufacturing Business Survey Committee, discusses the takeaways from the ISM's March factory gauge with Alix Steel and Guy Johnson on "Bloomberg Markets." The ISM's gauge of manufacturing...
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State Street's Luk on Q2 Outlook
Ben Luk, Senior Multi Asset Strategist at State Street Global Markets, says he's overweight emerging market equities. He speaks on "Bloomberg Markets Asia".
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UBS's Zuercher: Look at High-Quality Duration Bonds
Adrian Zuercher, chief investment officer and head of global asset allocation at UBS Global Wealth Management, discusses the surprise OPEC+ production cut, oil prices and where he's finding opportunity. He speaks on Bloomberg Television.
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Fed Will Probably Cut Rates This Year: Pimco's Wilding
Pimco North American Economist and Managing Director Tiffany Wilding says the probability of a "modest" recession this year has increased during an interview on "Bloomberg Markets: The Close."
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Summers on the Inflation Fight
Former US Treasury Secretary Lawrence H. Summers breaks down the latest reading on US PCE and shares that it's "plausible" the recent banking woes may subside without a big impact on credit, leaving in place "serious inflation issues."
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Post Mortem on the Banking Crisis
Tim Massad, Former CFTC Chairman breaks down whether we saw the banking crisis coming and if we received proper warnings. He also discusses why this was about bad bank management.
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Recession Inevitable by End of Year: JPMorgan's Michele
"We're actually looking for an opportunity to add more duration to our portfolios," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview with Lisa Abramowicz on "Bloomberg The...
Bloomberg
JPM's Michele Expects Temporary Rally in Risk Assets
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says risk assets could rally in the next quarter but he would "absolutely not" be leaning into the rally during an interview with Lisa Abramowicz on "Bloomberg...
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Fed Has 'Broken the Back' of Inflation: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says the Federal Reserve has won the war against inflation during an interview with Lisa Abramowicz on "Bloomberg The Open."
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What JPM's Michele Expects for Credit Spreads, Defaults
"When the pain hits, when we get into a recession, we're expecting high-yield credit spreads to go to a minimum of eight hundred over," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview...
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Fed Will Start Cutting Rates in September: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, discusses his fixed-income investment strategy during an interview with Lisa Abramowicz on "Bloomberg The Open."
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UK Economy Grew 0.1% in Fourth Quarter
The UK dodged a recession last year as the final reading for fourth-quarter gross domestic product showed a gain of 0.1% instead of the stagnation that was previously estimated. Ellen Milligan has the details on Bloomberg...
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Nouriel Roubini Sees 'Eventual' Economic, Financial Crash
Nouriel Roubini, CEO at Roubini Macro Associates, warns of an "eventual" economic and financial crash due to a combination of debt and higher interest rates. He speaks from Cernobbio, Italy on "Bloomberg Surveillance Early...
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Nouriel Roubini Warns of Crashes, High Rate 'Megathreat'
Nouriel Roubini, CEO at Roubini Macro Associates, explains the "megathreat" he sees from higher interest rates, why he expects an economic and financial crash, and US labor market issues. He speaks from Cernobbio, Italy on "Bloomberg...
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Credit Spreads Could Widen Out From Here: UBP's Nip
Anitza Nip, head of fixed income research Asia at Union Bancaire Privee, discusses bond market volatility, the risk of a recession in the US and where she's finding opportunity. She speaks on Bloomberg Television.
Bloomberg
Kashkari: Too Early to Gauge Economic Impact of SVB
"What's unclear right now is how much of the banking stresses of the past few weeks is leading to a sustained credit crunch which would then slow down the US economy," Federal Reserve Bank of Minneapolis President Neel Kashkari says...
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Yellen Says Deregulation May Have Gone Too Far
"We have made much progress in the past 15 years. But recent events show that, clearly, our work is not done," US Treasury Secretary Janet Yellen says during remarks at the annual NABE conference in Washington.
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Societe Generale's Yao on China CPI, BOK
Wei Yao, Head of Research and Chief Economist at Societe Generale, discusses the latest BOK decision and China CPI data. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets Asia".
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What's Right: Equity or Bond Markets?
What's right: equity or bond markets? That was Monday's question of the day posed to Callie Cox, eToro US Investment Analyst, by Alix Steel on "Bloomberg Markets: Americas."
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Brent Crude May Fall Below $70, Citi's Morse Says
Ed Morse, Citigroup's global head of commodities research, says oil demand is being "crippled" by the prospects of an economic slowdown during an interview on Bloomberg Television.
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Peaking Rates Renew a Popular Emerging Market FX Trade
Signs of a US economic slowdown, coupled with peaking global interest rates, are setting the stage for investors to revive so-called carry trades in emerging markets. Simone Foxman reports on Bloomberg Television
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Fallout for the Economy from the Banking Disruptions
Gillian Tett, Editor-at-Large for the Financial Times, and Chris Ailman, CALSTRTS CIO, weigh in on the March jobs report and the fallout from the banking disruptions.
Bloomberg
Goldman Sachs Predicts Gloomy Earnings Season
The approaching US earnings season is expected to be the gloomiest since the pandemic, according to Goldman Sachs Group Inc. strategists. Bloomberg's Kriti Gupta reports.
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