Bloomberg
JPM's Michele Sees 'Washing Out' Ahead for Markets
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says recession is inevitable and investors should be disturbed that the problems being seen now are in investment grade banks during an interview with Jonathan...
Bloomberg
Bond Market Betting on Rapid Rate Cuts: Newedge's Dawson
Newedge Wealth CIO Cameron Dawson says the moves in 2-year Treasuries are "unprecedented" during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Investors Await Next Rally
As investors in collapsed banks lick their wounds, some big fund managers are preparing so they don't miss the next rally. Richard Henderson reports on Bloomberg Television.
Bloomberg
US Tech Enters Bull Market
US tech has pushed into a bull market. Garfield Reynolds discusses the market on Bloomberg Television.
Bloomberg
BOJ Shift May Bring Japan Funds Home
Outgoing Bank of Japan Governor Haruhiko Kuroda changed the course of global markets when he unleashed a firehose of Japanese cash on the investment world -more than $3 trillion of funds. Now his successor Kazuo Ueda is likely to...
Bloomberg
Bank Crisis Has Opened Pandora's Box: TD's Misra
"There are massive unrealized losses sitting on bank balance sheets," TD Securities Global Head of Rates Strategy Priya Misra says. Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Misra advises investors to own...
Bloomberg
Fed Will Cut Much More Than Expected, TD's Misra Warns
TD Securities Global Head of Rates Strategy Priya Misra says the Federal Reserve will start cutting rates much later in the year but will cut a lot more than what markets are currently expecting. She speaks with Jonathan Ferro on...
Bloomberg
Markets in 3 Minutes: Oil; Yield Curve; Consumer Spending
Mark Cudmore and Dani Burger break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
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Bloomberg
Recession Inevitable by End of Year: JPMorgan's Michele
"We're actually looking for an opportunity to add more duration to our portfolios," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview with Lisa Abramowicz on "Bloomberg The...
Bloomberg
JPM's Michele Expects Temporary Rally in Risk Assets
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says risk assets could rally in the next quarter but he would "absolutely not" be leaning into the rally during an interview with Lisa Abramowicz on "Bloomberg...
Bloomberg
Fed Has 'Broken the Back' of Inflation: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says the Federal Reserve has won the war against inflation during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
What JPM's Michele Expects for Credit Spreads, Defaults
"When the pain hits, when we get into a recession, we're expecting high-yield credit spreads to go to a minimum of eight hundred over," Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, says during an interview...
Bloomberg
Fed Will Start Cutting Rates in September: JPM's Michele
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, discusses his fixed-income investment strategy during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
Fed Won't Be Cutting Rates in 2023: BlackRock's Petersen
Ann-Katrin Petersen, BlackRock Investment Institute senior investment strategist, says she prefers emerging-market equities given the diverging earnings trends and also likes the short end in government bonds. She speaks with Guy Johnson...
Bloomberg
Fed to Raise Rates in May, Then Hold: Strategist Mahajan
Edward Jones Senior Investment Strategist Mona Mahajan says equity markets can't "whistle past the graveyard" of the looming economic softening and expects volatility ahead. She speaks with Alix Steel and Guy Johnson on "Bloomberg...
Bloomberg
Treasury Yields to Come Down Gradually, Mainly in Second Half, HSBC's Major Says
Steven Major, global head of fixed income research at HSBC, discusses the outlook for inflation, US interest rates and Treasury yields. He speaks on "Bloomberg Markets: Europe."
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Bloomberg
Bonds Mispricing Fed Policy Path: Morgan Stanley's Caron
"The Fed wants to keep rates as high as possible for as long as possible," Morgan Stanley Global Balanced Funds co-CIO Jim Caron says during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Fed Won't Cut Rates Until Q1 Next Year, BNP's Tse Says
Calvin Tse, BNP Paribas head of Americas macro strategy, expects a "quite significant steepening" in the shape of the US yield curve driven by a rally in the front end. He speaks during an interview with Jonathan Ferro on "Bloomberg The...
Bloomberg
Haitong International's Wang on Markets, Strategies
Wang Shengzu, Global Head of Asset Management at Haitong International, discusses his latest market outlook and investment strategies. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
JPMorgan Asset Management Says US Regional Banks 'Area of Concern'
Jonathan Liang, head of investment specialists for Asia ex-Japan at JPMorgan Asset Management, discusses how the Federal Reserve's policy, the concerns of a potential U.S. recession and the regional banking crisis are affecting financial...
Bloomberg
JPM's Barry Expects Lower Yields, No Imminent Recession
Jay Barry, JPMorgan co-head of rates strategy, says the Federal Reserve will hike one more time then stay on hold until next year during an interview with Romaine Bostick on "Bloomberg Markets: The Close."
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Bloomberg
Debt Debate Won't Be Solved in 1-2 Weeks: Jim Millstein
"People get the joke that's going on in Washington," Guggenheim Securities Co-Chair Jim Millstein says while discussing the economic impact of not raising the US debt ceiling during an interview with Romaine Bostick and Sonali Basak on...
Bloomberg
'Door Is Open' to Another Fed Hike: Strategist Roland
John Hancock Investment Management co-Chief Investment Strategist Emily Roland says the April US employment report suggests that the "door is open" for another Federal Reserve rate hike in June. She speaks on "Bloomberg Markets: The...
Bloomberg
Munis a Great Spot to Invest Now, Vanguard's Malloy Says
Paul Malloy, Vanguard's head of municipals, says municipal bonds are in the best fundamental shape they've been in decades. He speaks with Taylor Riggs on "Bloomberg Markets: The Close."