Bloomberg
US Stocks Fall; Report Says BOJ to Discuss YCC Tweak
US stocks erased gains, Treasury 10-year rates hit 4% and the yen advanced on a news report the Bank of Japan will discuss tolerating higher domestic bond yields at a scheduled meeting Friday. Emily Graffeo reports on Bloomberg Television.
Bloomberg
Inflation Is the Critical Variable for Markets: McIntyre
"Inflation is the critical variable for markets." Jack McIntyre, portfolio manager at Brandywine Global, discusses US inflation, his investment strategy and his outlook for bonds. He speaks on Bloomberg Television.
Bloomberg
BlackRock's Carney: Munis Might Lag If Treasuries Rally
Sean Carney, BlackRock's head of municipal strategy, says strong technicals and weak Treasuries are responsible for the current success of municipal bonds, but if Treasuries keep rallying munis may not be able to keep up. He speaks on...
Bloomberg
Market Expectations Not Adapting to Reality: PGIM's Tipp
"We're having a failure of expectations to adapt to reality," PGIM Fixed Income Chief Investment Strategist Robert Tipp says, Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Tipp also says he sees a "productive"...
Bloomberg
HSBC's Major Says 10-Year Yield Levels Are at the Top of the Range
Steven Major, global head of fixed income research at HSBC, discusses the outlook for Treasuries. "It's difficult really to imagine yields making a break above 4% on a sustained basis," Major said on Bloomberg Television when commenting...
Bloomberg
Fed Can Go Higher and Stay There for Much Longer: Pictet's Renaud-Chatelain Says
The Federal Reserve "can not only go higher but stay there for much longer and potentially well into 2024," according to Laureline Renaud-Chatelain, fixed-income strategist at Pictet. "The market is maybe now putting less weight on the...
Bloomberg
Fed Policy Path Less Meaningful Now: Pimco's Schneider
"We have been encouraging clients to be defensive," Jerome Schneider, Pimco's head of short-term portfolio management, says during an interview on "Bloomberg Markets: The Close."
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Bloomberg
US Economy Slowing, Disinflating: Roth MKM's Darda
Michael Darda, Roth MKM Partners chief economist and macro strategist, says he sees more deceleration ahead for the US economy during an interview on "Bloomberg Surveillance."
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Bloomberg
Bond Yields Are Very Attractive, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the front end of the yield curve is "a good place to be" during an interview on "Bloomberg Markets: European Close."
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Bloomberg
JPMorgan's Michele: September Rate Cut Still on Table
Bob Michele, JPMorgan Asset Management global fixed income CIO, says he still sees a recession by the end of the year and expects capital appreciation in bonds during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
BlackRock's Laipply Says ETF Investors Somewhat Cautious
Steve Laipply, BlackRock's global head of iShares fixed-income ETFS, discusses what he's seeing in ETF flows on "Bloomberg ETF IQ."
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Bloomberg
HSBC's Major Is Bullish on US Treasuries
Steven Major, global head of fixed income research at HSBC Holdings Plc, discusses Federal Reserve policy and its implications for the bond market. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open."
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Bloomberg
Bond Traders Brace for Federal Reserve Meeting Fraught
Traders remain split over whether a rate increase by the Federal Reserve is likelier in June or July. But the risks for bond investors from this week's meeting go well beyond whether officials decide to raise rates again. Ruth Carson...
Bloomberg
BI Presents: Fed Pause Doesn't Mean Imminent Cuts
Ira Jersey, U.S. Interest Rate Strategist, Bloomberg Intelligence presents on the Fed pause at Bloomberg Invest New York 2023.
Bloomberg
Harker Favors Fed Skipping Rate Hike at Next Meeting
"I think we can take a bit of a skip for a meeting," Federal Reserve Bank of Philadelphia President Patrick Harker says during an event at the Philadelphia Fed.
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Bloomberg
Morgan Stanley: 'Long' 5-Year Treasuries, Warming Up for Duration
Vishwanath Tirupattur, chief fixed income strategist and director of quantitative research at Morgan Stanley, discusses the outlook for the market, Federal Reserve policy and the US economy. He speaks from the sidelines of the Morgan...
Bloomberg
Hedge Fund Basis Trade Draws Fresh US Scrutiny
Officials at the SEC and the Federal Reserve have questioned prime brokers about leveraged trading in government bonds by their fast-money clients, according to people familiar with the matter. Sonali Basak has more on "Bloomberg...
Bloomberg
Fed Ready to Move But Will Pause, Economist Swonk Says
KPMG Chief Economist Diane Swonk says the Federal Reserve will pause rate hikes "no matter what" in June with Romaine Bostick on "Bloomberg Markets: The Close."
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Bloomberg
Fed Is Probably Done Raising Rates, Abrdn's Athey Says
Abrdn Investment Director James Athey discusses the outlook for Federal Reserve monetary policy and the potential impact on bond yields with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Debt Deal Will Happen But Markets Will Be Damaged: Athey
Abrdn Investment Director James Athey says there is still downside risk to equities and debt markets even if a debt deal is reached. He speaks with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Debt Standoff May Push Yields to 10%: Pimco's Schneider
Jerome Schneider, Pimco's head of short-term portfolio management and funding, says yields on certain US Treasury bills could climb to 10% if the standoff over raising the government's debt limit continues until the securities are about...
Bloomberg
Tough Times for Tupperware
This week we take a look at the downfall of Tupperware and look at the difficulties of change.
Bloomberg
Franklin Templeton CEO: Surprised if Fed Doesn't Raise Rates by 25 Bps
Franklin Templeton Chief Executive Officer Jenny Johnson discusses Federal Reserve policy, the issues in the banking sector, the outlook for markets and the opportunities she sees. She also shares her firm's strategy for Asia. She speaks...
Bloomberg
K2 AM's Boubouras on Global Markets
George Boubouras, Head of Research at K2 Asset Management, discusses his global market outlook and investment strategy. He speaks on "Bloomberg Daybreak Middle East".