Bloomberg
Marathon CEO Richards on Fed Pivot, Defaults and Bonds
Marathon Asset Management CEO Bruce Richards discusses the outlook for Federal Reserve monetary policy, defaults and the credit market with Alix Steel and Guy Johnson on "Bloomberg Markets."
Bloomberg
Man Group CEO Says US Recession 'Inevitable' to Curb Inflation
Luke Ellis, chief executive officer of Man Group Plc. discusses global central banks' efforts to tame inflation and the implications for financial markets, the opportunities he sees, and the prospects for the hedge fund industry. He...
Bloomberg
Goldman Lowers S&P 500 Earnings Estimates Until 2024
Goldman Sachs Group Inc. says margins contraction in the third-quarter signals more pain ahead as it cut earnings estimates for the S&P 500 Index for each year until 2024. Dani Burger reports on Bloomberg Television.
Bloomberg
Fed Has 'Precarious Needle to Thread': UBS's McCartney
UBS Private Wealth Management Managing Director Alli McCartney says Federal Reserve Chair Jerome Powell has to be "tough and thoughtful" even though growth is slowing and inflation isn't coming down to 2% very soon. She speaks on...
Bloomberg
Treasuries Are in a 'Killing Zone,' Hugh Hendry Says
Hugh Hendry, founder and former CIO of Eclectica Asset Management, says US Treasuries are currently in a "killing zone" during an interview on "Bloomberg The Open."
Bloomberg
Bonds Will Look Much Better in 2023: BNY Mellon's Levine
Market speculation "should be left for dead," Alicia Levine, BNY Mellon Wealth Management head of equities and capital market advisory, says during an interview with Lisa Abramowicz and Jonathan Ferro on "Bloomberg Surveillance."
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Bloomberg
Federal Reserve's Barkin Urges Slowing Rate Hikes But Higher Destination
Federal Reserve Bank of Richmond President Thomas Barkin discusses inflation and monetary policy. supply shocks, and the central bank's balance sheet. Fed officials have signaled they plan to raise their benchmark rate by 50 basis points...
Bloomberg
Longer-Duration Bonds a Haven, Hedge: JPMorgan's Caffrey
Jack Caffrey, JPMorgan Asset Management portfolio manager, says there's a case to be made for owning longer-duration fixed income as a hedge during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
PineBridge Investments to Stay 'Cautious' on Equities for Some Time
Mary Nicola, global multi-asset portfolio manager at PineBridge Investments, discusses the outlook for financial markets and the opportunities she sees. She also shares his views on US Treasuries with Yvonne Man on "Bloomberg Markets:...
Bloomberg
Bonds Offer More Ways to Win: Morgan Stanley's Shalett
Morgan Stanley Wealth Management CIO Lisa Shalett says current price-earnings ratios are too high and expects a soft landing in 2023. She speaks on "Bloomberg Markets: The Close."
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BOJ Is Beginning the Process to Unwind: CBA's Whetton
Martin Whetton, head of fixed income and FX strategy at Commonwealth Bank of Australia, discusses the BOJ's policy tweak, where he sees JGB and treasury yields heading and his outlook for the yen. He speaks on Bloomberg Television.
Bloomberg
Fed Can Stop Raising Rates Now, PGIM's Collins Says
"I think (the Fed) can stop right here, continuing to let the balance sheet roll off," PGIM Fixed Income Senior Portfolio Manager Michael Collins says. Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Collins...
Bloomberg
Eigen: The Fed Let the Inflation Gorilla Out of Its Cage
William Eigen, JP Morgan Asset Management portfolio manager, says inflation won't get back down to two percent any time soon. He appears with Scott Solomon, T. Rowe Price Associates Portfolio Manager for Fixed Income, on "Bloomberg...
Bloomberg
PineBridge Investments' Nicola: Bearish On Most Stocks
PineBridge Investments Senior VP & Global Multi-Asset Portfolio Manager Mary Nicola says she remains bearish on most equities, and expects a drop in earnings due to contracting profit margins. She speaks with Yousef Gamal El-Din on...
Bloomberg
Brandywine Global: US Treasuries Outperform European Bonds
Brandywine Global Portfolio Manager Jack McIntyre expects US Treasuries to outperform European bonds. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets Asia".
Bloomberg
Fed May Hike Rates Again in 2024: Mizuho's Chatwell
Peter Chatwell, Mizuho International's head of global macro strategies, says Federal Reserve monetary policy is too dovish and questions whether the central bank will be able to cut rates at all in 2024 during an interview with Alix...
Bloomberg
Monier: ECB Taking Policy Rate to 3%
Stephane Monier, Chief Investment Officer at Banque Lombard Odier, discusses his global markets and investment outlook. He speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Fed Might Be Doing Too Little, JPMorgan's Michele Warns
Bob Michele, JPMorgan Asset Management CIO and head of fixed income, currency and commodities, says rising inflation risks later this year may pose a challenge for the Federal Reserve during an interview with Jonathan Ferro on "Bloomberg...
Bloomberg
Archblock Wants Clearer Rules on Crypto
Archblock CIO Bill Wolf says he wants to see clearer rules on regulating Crypto from Congress. He's on "Bloomberg Crypto."
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Inflation Expectations 'Wishful Thinking': Sonal Desai
Franklin Templeton Fixed Income CIO Sonal Desai explains why she doesn't expect inflation to decelerate rapidly. Speaking with Jonathan Ferro on "Bloomberg The Open," Desai also says Treasury yields should be higher.
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Pimco's Schneider Sees Value at Front End of Yield Curve
"The market is at an impasse with the Federal Reserve," Pimco Managing Director Jerome Schneider says during an interview with Tom Keene and Lisa Abramowicz on "Bloomberg Surveillance."
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Pimco Expects Volatility in Bond Markets to 'Come Down'
Stephen Chang, managing director and portfolio manager at Pimco Asia Ltd., discusses the outlook for bonds, stocks, currencies and central banks' policies. He speaks with Paul Allen and Shery Ahn on "Bloomberg Daybreak: Asia."
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Bloomberg
McCormack: US Risks Include 'Hidden' Debt
February saw investors hit the sell button across assets. Global bond markets began to re-price a higher terminal rate from the Fed, with an index of Treasuries losing 2.3%. And a debt ceiling standoff is brewing in the US Congress amid...
Bloomberg
Bonds Are Back and Not Boring, Pimco's Schneider Says
Pimco Managing Director Jerome Schneider discusses the state of the US fixed income market with Romaine Bostick and Scarlet Fu on "Bloomberg Markets: The Close."