Bloomberg
What S&P's PMI Report Signals for the ECB and Fed
S&P Global Market Intelligence Chief Business Economist Chris Williamson discusses the key takeaways from the S&P's August PMI report with Guy Johnson and Alix Steel on "Bloomberg Markets."
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Evercore's Schlosstein Sees No Fed Rate Cuts in 1H of 2024
Evercore Chairman Emeritus Ralph Schlosstein says he expects the Federal Reserve to hold interest rates "higher-for-longer," with any policy easing unlikely until the second-half of next year. "They're going to be very careful not to...
Bloomberg
BNP Paribas: Would Play AI Theme From a More Diversified Approach
Grace Tam, chief investment advisor at BNP Paribas Wealth Management Hong Kong, explains why she favors Japanese stocks. She also shares her views on the artificial intelligence theme. She speaks with Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
US Downgrade Had Muted Impact on Munis: Truist's Hughey
Chip Hughey, Truist managing director of fixed income, discusses the potential impact of the US credit downgrade and Federal Reserve monetary policy on the municipal bond market with Sonali Basak and Scarlet Fu on "Bloomberg Markets: The...
Bloomberg
UBS Says Bonds Still 'Most Preferred Asset Class'
Kelvin Tay, regional chief investment officer at UBS Global Wealth Management, discusses Federal Reserve policy and the implications for financial markets. He also talks about the state of China's economy with Paul Allen and Shery Ahn on...
Bloomberg
Fed Has Already Gone Too Far: Kayne Anderson's Rabil
"We're in for a rough road ahead," Kayne Anderson Capital Advisors CEO Al Rabil says. Speaking on "Bloomberg Markets: The Close," Rabil also comments on the private credit market.
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Kayne Anderson's Rabil on Rates, Banks, Private Credit
Kayne Anderson Capital Advisors CEO Al Rabil discusses the outlook for the US economy, private capital and regional banks on "Bloomberg Markets: The Close."
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Current Yields Are Sustainable, Vincent Reinhart Says
"The policy rate is going to rest on a high plateau for a while and that's going to feed into longer-term yields," Vincent Reinhart, Dreyfus & Mellon chief economist and macro strategist, says during an interview with Lisa Abramowicz on...
Bloomberg
Fed Will Keep Rates at a Plateau, Vincent Reinhart Says
Vincent Reinhart, Dreyfus & Mellon chief economist and macro strategist, says the Federal Reserve is waiting for the lag effects of monetary policy to play through and won't be cutting as early as most think during an interview with Lisa...
Bloomberg
Fidelity Says Bond Market Is Increasingly Becoming Attractive
"We haven't seen real yields this positive in a very, very long time. So that definitely means that the bond market is increasingly becoming attractive." George Efstathopoulos, portfolio manager at Fidelity International, discusses...
Bloomberg
State Street Favors US Stocks, 'Cautious' on Asia
Lori Heinel, global chief investment officer at State Street Global Advisors, shares her view on financial markets, Federal Reserve policy and the US economy. She also discusses the outlook for China's economy and the implications for...
Bloomberg
Fed Will Hold to 2% Inflation Target, Claudia Sahm Says
Claudia Sahm, founder of Sahm Consulting and a former Federal Reserve economist, previews the Kansas City Fed's Jackson Hole Economic Symposium this week on "Bloomberg Surveillance."
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Argentina's Milei on Dollarization, Central Bank, China
Argentina will take to the polls October 22 for the first round of voting in its general elections. Candidate for president of Argentina Javier Milei spoke to Bloomberg in wide-ranging interview on August 16. (This has been translated...
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El-Erian on Markets, Economy and Powell at Jackson Hole
Mohamed El-Erian, a Bloomberg Opinion columnist, discusses what's behind the recent moves in equity and bond markets, the state of the US and Chinese economies, and the outlook for Federal Reserve Chair Jerome Powell's speech at the...
Bloomberg
Grantham Sees a US Recession Running Deep Into Next Year
Jeremy Grantham, co-founder of the Boston-based investment firm Grantham Mayo Van Otterloo (GMO), predicts a US recession "running perhaps deep into next year." Grantham says we have entered a period of "moderately higher inflation."...
Bloomberg
El-Erian: Too Early to Make Fed Rate Call for September
"This is structurally a very different global economy and that's a problem," Mohamed El-Erian, a Bloomberg Opinion columnist, says. Speaking with Jonathan Ferro on "Bloomberg The Open," El-Erian also says the recent moves in equities and...
Bloomberg
Goldman Sachs Plans Hiring Spree Amid Fed Scrutiny
Goldman Sachs is enlisting several hundred new staffers to help address concerns from authorities including the Federal Reserve, according to people with knowledge of the matter, who asked not to be named discussing confidential plans....
Bloomberg
Fed Minutes Show Officials Aren't Ruling Out More Hikes
"Most participants continued to see significant upside risks to inflation, which could require further tightening of monetary policy," according to minutes of the US central bank's July 25-26 policy meeting published Wednesday in...
Bloomberg
Norway Wealth Fund CEO Tangen on 1H, Strategy, China
Norges Bank Investment Management CEO Nicolai Tangen discusses the sovereign wealth fund's first-half performance, investment strategy, and outlook for China's economy on "Bloomberg Surveillance."
Bloomberg
US Treasuries Are 'Still Safe,' HSBC's Major Says
Steven Major, global head of fixed-income research at HSBC, shares his views on Chinese government bonds, US Treasuries and central banks' policies. He speaks with David Ingles on "Bloomberg Markets: China Open."
Bloomberg
BlackRock's Lynam: Strong Backdrop for Corporate Credit
Amanda Lynam, BlackRock's head of macro credit research, says she sees a resilient economic backdrop for corporate credit investors during an interview with Jonathan Ferro on "Bloomberg The Open."
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Crossmark's Doll Says Some Cash in Portfolio 'Not a Stupid Idea'
Crossmark Global Investments CIO Bob Doll says investors should increase their allocation of cash and some bonds as Federal Reserve interest rate cuts loom. "I think having some cash in your portfolio with yields (at) 5%, it's not a...
Bloomberg
Kashkari Says Fed Surprised by Economy's Strength
Federal Reserve Bank of Minneapolis President Neel Kashkari says the Fed has made "good progress" on inflation at a conference in Minneapolis.
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Kashkari Isn't Ready to Say Fed Is Done Raising Rates
Federal Reserve Bank of Minneapolis President Neel Kashkari says the Fed may be on the way to stop raising rates but is a long way from cutting rates at a conference in Minneapolis.
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