Bloomberg
Bridgewater's Karniol-Tambour Warns on Inflation Complacency
Jul.13 -- Karen Karniol-Tambour, Bridgewater Associates co-CIO for sustainability, says bond markets are sending a clear message that inflation is transitory but investors should prepare for the possibility that they are wrong. She...
Bloomberg
Powell Says Fed Is in 'Active Consideration' of Tapering
Jul.15 -- Federal Reserve Chair Jerome Powell explains why the Fed's asset purchase program might last into 2023 during testimony before the U.S. Senate Committee on Banking, Housing, and Urban Affairs.
Bloomberg
Powell: Little Support for Tapering MBS Earlier Than Treasuries
Jul.28 -- Federal Reserve Chair Jerome Powell says there is little evidence of a link between MBS purchases and housing prices. He speaks at a news conference following the decision by the Fed's policy-setting FOMC to keep its benchmark...
Bloomberg
U.S. Recovery Seeing Headwinds: Advisors Capital's Feeney
Jul.30 -- Advisors Capital Management Partner and Portfolio Manager Joanne Feeney says she sees some headwinds to the economic recovery, and sees the reopening trade weakening. She joins alongside Jefferies Chief U.S. Financial Economist...
Bloomberg
Summers Sees Taliban Facing an Economic Challenge
Aug.20 -- Former U.S. Treasury Secretary Lawrence Summers says he's not expecting significant economic ramifications from the crisis in Afghanistan. He also says the Taliban will find governing Afghanistan politically and economically...
Bloomberg
Oaktree's Marks Says Markets Are in an 'Everything Bubble'
Aug.05 -- Howard Marks, co-founder and co-chairman of Oaktree Capital, weighs in on the state of the credit market during an interview with Bloomberg's Erik Schatzker on "Bloomberg Markets."
Bloomberg
Summers Says China Risks Are on the Rise
Aug.20 -- Former U.S. Treasury Secretary Lawrence Summers says that China's continuing crackdowns on economic sectors are creating an environment of rising risk for foreign investors. He tells David Westin on "Bloomberg Wall Street Week"...
Bloomberg
Fed Is 'Adjusting the Dials' on Inflation: Pimco's Schneider
Jerome Schneider, Pimco's head of short-term portfolio management, sees inflationary trends headed downward which will lead to the Federal Reserve will raise rates in 2023. He speaks with Bloomberg's Jonathan Ferro on "Bloomberg The...
Bloomberg
Here's Why Credit and TIPS Are Being Dumped
Treasuries are reasserting their haven status and eclipsing the appeal of riskier assets, a troubling combination for Bank of America strategists. Bloomberg's Liz McCormick has more on "Bloomberg Markets."
Bloomberg
U.S. 10-Year Yields Likely to Rise Beyond 2%: Matthews Asia
Teresa Kong, a portfolio manager at Matthews Asia, explains why she is not buying the dip in bonds, and discusses the outlook for U.S. Treasuries and Federal Reserve policy. Treasuries fell Monday, adding to a global bond rout stoked by...
Bloomberg
JPM's Stubbs Cuts S&P Outlook to 4,250
David Stubbs from JPMorgan Private Bank explains why he cut his year end outlook for the S&P 500 from 4,500 to 4,250. He's on "Bloomberg The Open."
Bloomberg
First Look With Surveillance: Xi Defends, Putin Risks
Anna Edwards, Matt Miller and Kriti Gupta take you through what to watch today.
Bloomberg
Wall Street Week: Warnings about Rising Volatility
Causeway Capital's Sarah Ketterer and PGIM Fixed Income Co-CIO Greg Peters wrap up the week in the markets and discuss the value equities, credit and treasuries with David Westin on Bloomberg Television's "Wall Street Week."
Bloomberg
Abukarsh: Expect Inflation to Remain Elevated
Saed Abukarsh, Senior Executive Officer at Ark Capital, discusses increased inflation, its impact on equities and his investment strategy. He speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East."
Bloomberg
Chinese Stocks' Valuations 'Quite Attractive,' UBS Says
Kelvin Tay, regional chief investment officer of UBS Global Wealth Management, discusses the state of the Chinese economy and stock market. He also shares his views on the currencies and central bank policies of Japan and the U.S. He...
Bloomberg
JPMorgan Laura Fitzsimmons on Global Macro, Dollar
JPMorgan Australia Executive Director of Macro Sales Laura Fitzsimmons says the recent U.S. dollar strength been more about slowing growth outside the U.S. than a hawkish Fed. She spoke do David Ingles on "Bloomberg Markets: China Open".
Bloomberg
US Inflation Will Stay Quite Elevated Into 2023: Tan
Christy Tan, APAC investment strategist at Franklin Templeton Institute, discusses Federal Reserve Chairman Jerome Powell's comments on interest rates, investor sentiment and where she's finding opportunities. She speaks on Bloomberg...
Bloomberg
Layoffs Will Turn Morgan Stanley Bullish: Mike Wilson
"Earnings expectations for next year are significantly too high, maybe as much as 20%," Morgan Stanley Chief US Equity Strategist Mike Wilson says during an interview on "Bloomberg The Open."
Bloomberg
Jobs Report a 'Sigh of Relief' for Bonds: BlackRock
Jeffrey Rosenberg, portfolio manager of BlackRock's Systematic Multi-Strategy Fund, explains why the August US employment report is good news for the bond market. He speaks on "Bloomberg Surveillance."
Bloomberg
Hilltop's Kozlik Sees Opportunities in Mass Transit
Tom Kozlik, head of municipal research and analytics at Hilltop Securities, doesn't expect a record amount of volume in munis this year. He speaks with Taylor Riggs on "Bloomberg Markets: The Close."
Bloomberg
Monchau: Rate Hikes and QT Remain Headwinds
Charles-Henry Monchau, cio at Banque Syz, says it's no surprise that markets have reacted well to cooler-than-expected US inflation data this week. However, he warns that Fed rate hikes combined with quantitative tightening remain...
Bloomberg
Inflation, Labor Market, Fed Minutes: 3-Minute MLIV
Mark Cudmore and Francine Lacqua break down today's key themes for analysts and investors on "Bloomberg Markets: Europe."
Bloomberg
Yields 'Definitely' Going Higher: Kayne's Friedricks
Kim Friedricks, Kayne Anderson Rudnick managing director of fixed income, discusses the outlook for Federal Reserve monetary policy and its potential impact on the muni market with Taylor Riggs and Sonali Basak on "Bloomberg Markets: The...
Bloomberg
Bullard: Fed Has to Get Rate Up, Not Just Rely on Market
Federal Reserve Bank of St. Louis President James Bullard says pulling Fed hikes forward is appropriate to get the funds rate to a level that's "defensible." He speaks at the Kansas City Federal Reserve's annual symposium...