Bloomberg
Manulife IM Sees Tactical Upside Opportunity for China Risk Assets
Sue Trinh, co-head of global macro strategy at Manulife Investment Management, discusses US Treasury yields, the dollar, China's economy and the opportunities she sees in Chinese assets. She speaks with Paul Allen on "Bloomberg Daybreak:...
Bloomberg
Rogoff Says Fundamentals Point to Higher Rates, Yields
Ken Rogoff, Harvard University professor of economics and former IMF chief economist, says he expects bond yields to remain at elevated levels for a long time and warned the Federal Reserve "still has a fight ahead." He speaks with David...
Bloomberg
Jefferson: Fed Can Proceed Carefully Amid Rising Yields
"The FOMC is in a position to proceed carefully in assessing the extent of any additional policy firming that may be necessary," Federal Reserve Vice Chair Philip Jefferson says during remarks at a National Association for Business...
Bloomberg
10-Year Yield Has Peaked, Stifel's Bannister Says
"The market did a lot of the work for the Fed," Stifel Chief Equity Strategist Barry Bannister says during an interview on "Bloomberg Markets: The Close."
Follow Bloomberg for business news & analysis, up-to-the-minute market data,...
Bloomberg
Principal's Shah Makes the Case for Diversification
Principal Asset Management Chief Strategist Seema Shah says the markets should still be concerned about Treasury issuance and the federal deficit. Speaking on "Bloomberg Markets: European Close," Shah adds that the macro backdrop for...
Bloomberg
JPMorgan Sees Potential Upside for Southeast Asia, India, Japan Stocks
Marcella Chow, global market strategist at JPMorgan Asset Management, shares her views on Federal Reserve policy and the implications for US Treasuries. She also talks about the opportunities she sees in Asian stock markets, and...
Bloomberg
Gross: Bond Vigilantes Spooked, Causing Oversold Market
Pimco co-founder Bill Gross says a 5% yield on the 10-year Treasury is a "decent, not great" value. He speaks during an interview with Katie Greifeld and Romaine Bostick on "Bloomberg Markets: The Close."
Follow Bloomberg for business...
Bloomberg
BlackRock's Fink Sees 10-Year Treasury Yields at '5% or Higher'
BlackRock CEO Larry Fink says 10-year Treasury yields are likely to keep rising. "My opinion is we're going to have 10-year rates at least at 5% or higher because of this embedded inflation. This structural inflation is unlike anything....
Bloomberg
Markets in 3 Minutes: Higher, Steeper Yields; Stocks Repositioning
Eddie van der Walt, Anna Edwards and Tom Mackenzie break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
UOB: USD Strength Prolonged Until Early 2024
United Overseas Bank Head of Markets Strategy Heng Koon How sees dollar strength prolonging until early 2024. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
JPMorgan Is 'Neutral' on Equities With Preference for US and Japan
Kerry Craig, global market strategist at JPMorgan Asset Management, discusses Treasury yields, US stocks, and the opportunities he sees in other markets. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Bond Markets: High Yields, Low Volatility 'Really Concerns Us,' Says Newton
"The higher and steeper rates go, the worse it is for risky assets, particularly when you have this gap between how curves have been moving and how volatility is behaving. So that really concerns us."
Ella Hoxha, head of fixed income at...
Bloomberg
HSBC's Major Is 'Outright Long' on US Treasuries
HSBC Global Head of Fixed Income Research Steven Major says he favors taking "duration over yield curve exposure" and is buying long-term US Treasuries. "I've got much more comfortable with just outright long of 10-year plus rather than...
Bloomberg
Arqaam Capital's Rizk on MENA Fixed Income
Zeina Rizk, Executive Director of Fixed Income Asset Management for Arqaam Capital discusses her market outlook. She speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East and Africa."
Bloomberg
BNP Paribas: Moved Away From Chinese Banks Into Insurers
Manishi Raychaudhuri. Asia Pacific equity strategist at BNP Paribas, shares his views on Chinese stocks, the economy and the real estate market. He also discusses Federal Reserve policy and its market implications. He speaks with Haidi...
Bloomberg
Thornburg IM on Fixed Income Strategy
Christian Hoffmann, Portfolio Manager at Thornburg Investment Management, explains why he's telling investors to stay bullish on fixed income and where he finds opportunities. He discusses with David Ingles and Yvonne Man on "Bloomberg...
Bloomberg
Why Dwindling Muni Sales May Provide Opportunities
Sales of new US state and local government bonds are poised to dwindle according to forecasts. Christopher Brigati, Valley National Bank's former managing director of municipal investments, sees opportunities in the muni market. He...
Bloomberg
Markets in 3 Minutes: US Yield Curve to Steepen No Matter What
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
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
Deutsche Bank Sees Fed Rate Cut Towards 2Q 2024
Deutsche Bank Private Bank APAC CIO Stefanie Holtze-Jen sees a Fed rate cut towards the second quarter of next year. She speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
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."
Follow Bloomberg for business news & analysis, up-to-the-minute market data,...
Bloomberg
Very Front End of Curve Is Yield of Dreams: BlackRock
Gargi Chaudhuri, BlackRock's head of iShares investment strategy Americas, says there is an "excellent opportunity" in the fixed income market during an interview with Jonathan Ferro on "Bloomberg The Open."
Follow Bloomberg for...
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...