Bloomberg
Wells Fargo Sees Risk for Stocks If Yields Go Beyond 5%
Tracie McMillion, Wells Fargo Investment Institute's head of global asset allocation strategy, says she expects equities to move higher in 2025 and the increase in market volatility will produce opportunities for investors. Speaking on...
Bloomberg
Rates Are Bringing Value Back to Bonds: BlackRock's Rosenberg
Jeffrey Rosenberg, systemic multi-strategy fund portfolio manager at BlackRock, says higher interest rates are bringing relative value back to fixed income. His comments come after it was announced the US economy added 256,000 jobs in...
Bloomberg
US Payroll Growth Seen Enabling a Fed Pause - 3 Minute MLIV
Guy Johnson, Kriti Gupta, Lizzy Burden and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." For up to the minute market intelligence and insight, click MLIV .
Bloomberg
Fed's Bowman Prefers Cautious, Gradual Approach to Rates
Federal Reserve Governor Michelle Bowman says she is concerned that the current stance of monetary policy "may not be as restrictive as others may see it." She speaks at a California Bankers Association event.
Bloomberg
Minutes Show Fed Officials Were Eager to Slow Rate Cuts
Federal Reserve officials were "at or near the point at which it would be appropriate to slow the pace of policy easing," minutes from the Federal Open Market Committee's Dec. 17-18 gathering showed. Mike McKee reports on Bloomberg...
Bloomberg
Tariffs Will Put Fed on Hold in First Half, TD's Goldberg Says
Gennadiy Goldberg, TD Securities head of US rates strategy, says he expects President-elect Donald Trump's tariffs to add about a percentage point to inflation in 2025, which will cause the Federal Reserve to hold rates where they are in...
Bloomberg
JPMorgan's Barry Sees Fed Easing 75 Bps in 2025
Jay Barry, JPMorgan's head of global rates strategy, discusses the outlook for the fixed income market and Federal Reserve rate cuts in 2025 on "Bloomberg The Close."
Bloomberg
Barkin Says Fed Doesn't Need to Be Nearly as Restrictive as It Was
Federal Reserve Bank of Richmond President Tom Barkin says he believes the central bank's current level of interest rates remains restrictive enough to lower inflation in 2025. He speaks during a Maryland Bankers Association event in...
Bloomberg
Labor Market a Bigger Risk Than Inflation, Claudia Sahm Says
New Century Advisors Chief Economist Claudia Sahm says she is more concerned about the labor market than inflation, which she sees as "fine" at the moment. She speaks with Matt Miller on Bloomberg Television.
Bloomberg
Fed May Cut More Than Expected in 2025, JPMorgan's Misra Says
JPMorgan Investment Management Portfolio Manager Priya Misra discusses how she is positioning for the year ahead on Bloomberg Television.
Bloomberg
Fed's Hammack Releases Statement on Dissent, Inflation Concerns
Federal Reserve Bank of Cleveland President Beth Hammack explained her dissenting vote at this week's FOMC meeting. She said interest rates should be held steady until there's more progress in cooling inflation. Mike McKee reports on...
Bloomberg
RBC Wealth Management Is 'Overweight' US Stocks, Gold
Jasmine Duan, senior investment strategist at RBC Wealth Management Asia, talks about the Republican-led House's rejection of a temporary funding plan backed by President-elect Donald Trump, Federal Reserve policy, and the implications...
Bloomberg
Goldman's Kaplan: May See Fewer Than Two Fed Cuts Next Year
Robert Kaplan, Goldman Sachs vice chair and a former president of the Federal Reserve Bank of Dallas, says he doesn't think the Fed can go lower on rates until they see a more "demonstrable improvement in inflation." He speaks with Julie...
Bloomberg
Goldman's Kaplan on Fed Cuts, Trump Policies and Tariffs
Robert Kaplan, Goldman Sachs vice chair and former president of the Federal Reserve Bank of Dallas, discusses the outlook for Fed monetary policy, the potential impact of the Trump administration's fiscal policies and tariffs on the...
Bloomberg
Market Doesn't Trust the Fed, Oppenheimer's Stoltzfus Says
Oppenheimer Chief Investment Strategist John Stoltzfus says he still believes in the broadening of the stock market rally and doesn't expect a correction to happen. He speaks on "Bloomberg Open Interest."
Bloomberg
Price-Action Will Be Main Fundamental Now: 3-Minute MLIV
Anna Edwards, Guy Johnson, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
'US Exceptionalism' to Continue in 2025, BlackRock's Taw Says
BlackRock's Thomas Taw says "US exceptionalism" is expected to continue next year, but investors are looking at what could be the drivers of the American equities market. Taw discusses his outlook for 2025 on Bloomberg...
Bloomberg
JPMorgan's Michele Likes Emerging-Market Debt, CCC Bonds
Bob Michele, JPMorgan Asset Management's global head of fixed income, says JPMorgan continues to like credit with no recession on the horizon. He speaks on "Bloomberg Surveillance: The Fed Decides."
Bloomberg
Fed Made the Right Rate Decision, JPMorgan's Michele Says
Bob Michele, JPMorgan Asset Management's global head of fixed income, says he was "pleasantly surprised" by the Fed's rate decision. He speaks on "Bloomberg Surveillance: The Fed Decides." The Fed lowered its benchmark interest rate for...
Bloomberg
How DoubleLine's Shinoda Is Playing the Bond Market
Ken Shinoda, DoubleLine Capital portfolio manager, discusses the market reaction to the Federal Reserve officials lowering their benchmark interest rate for a third consecutive time. He speaks on "Bloomberg The Close."
Bloomberg
Powell Says Fed 'at or Near a Point' to Slow, Pause Cuts
Federal Reserve Chair Jerome Powell says the labor market is still gradually cooling and inflation is still "broadly on track." Powell speaks after the Fed lowered its benchmark interest rate for the third consecutive time, but reduced...
Bloomberg
Dutta reacts to the Fed's rate cut, economic projections
Neil Dutta of Renaissance Macro says the Fed is lowering the bar for additional action next year. He speaks with Jonathan Ferro, Lisa Abramowicz and Tom Keene on "Bloomberg Surveillance: The Fed Decides."
Bloomberg
Inflation a Bit Stuck, Bonds at Reasonable Level: Dudley
William Dudley, a Bloomberg Opinion contributor and former president of the Federal Reserve Bank of New York, discusses the outlook for Fed policy and the fixed income market on "Bloomberg Open Interest." Dudley's opinions are his own.
Bloomberg
Trends Likely to Persist Into New Year: 3-Minute MLIV
Anna Edwards, Guy Johnson, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."