Bloomberg
TD Securities' Misra Says Inflation Fear Is Overplayed
Feb.08 -- Priya Misra, head of global interest rate strategy at TD Securities, discusses the market selloff, interest rates and concerns over inflation on "What'd You Miss?"
Bloomberg
Best of Bloomberg Intelligence (06/28/2022)
Best of Bloomberg Intelligence delivers in-depth analysis and data sets on industries and companies, government, credit, litigation and economic factors. Catch it daily on Bloomberg Markets: The Close.
Bloomberg
Pension Fund Demand to Cap Treasury Yields: BNP's Ladha
Shahid Ladha, BNP Paribas head of G10 rates strategy Americas, says pension fund demand should help cap the rise in Treasury yields. He speaks on "Bloomberg Surveillance."
Bloomberg
Markets Are Prepared for a Hawkish Fed: Barclays' Pond
Michael Pond, Barclays head of global inflation market strategy, says markets have accepted the hawkish tone of the Federal Reserve during an interview on "Bloomberg Surveillance."
Bloomberg
How to Play the Selloff in Munis
Kim Friedricks, managing director of fixed income at Kayne Anderson Rudnick Investment Management, discusses the selloff in municipal bonds with Bloomberg's Taylor Riggs on "Bloomberg Markets: The Close."
Bloomberg
Bank of Korea Likely to Raise Interest Rates in January, Mizuho Says
Vishnu Varathan, head of economics and strategy at Mizuho Bank, says he is urging investors to sell bloated U.S. bond portfolios on the risk 10-year yields climb to as high as 3%. He also discusses the outlook for Asian economies and...
Bloomberg
Bridgewater's Patterson: Hot Inflation Not Fully Priced
Rebecca Patterson, director of investment research at Bridgewater Associates, says rising inflation is "definitely not" fully-priced into markets and discusses where she's finding global investment opportunities with Bloomberg's Alix...
Bloomberg
Treasuries Fall as Investors Weigh Inflation Risks, War
Treasuries resumed losses, unwinding some of Wednesday's relief rally, as investors weighed the risks of rising inflation and the impact of the war in Ukraine. "We've been in a difficult situation we haven't been in for a long time where...
Bloomberg
Asia Central Banks Deploy Foreign Exchange Reserves to Lift Currencies
Asia's emerging economies are drawing on their vast foreign exchange reserves to help prop up their ailing currencies against the US dollar rather than going all-out with interest-rate hikes. Meanwhile, the inversion of...
Bloomberg
Would Have Liked to See Bolder Infrastructure Vision: Summers
Apr.09 -- Former U.S. Treasury Secretary Lawrence H. Summers, a Wall Street Week contributor, says that while President Biden's infrastructure plan is necessary, he would have liked to see a bolder vision for the improvements society...
Bloomberg
Why Economist John Silvia Opposes Yield-Curve Control
Jun.04 -- John Silvia, founder of Dynamic Economic Strategy, says he doesn't like the Federal Reserve dictating interest rates. He speaks with Bloomberg's Taylor Riggs on "Bloomberg Markets."
Bloomberg
BlackRock Sees `Muted Full Cycle' of Rate Hikes
BlackRock Inc. Vice Chairman Philipp Hildebrand says central banks will have to live with higher inflation because the cost to the economy will be too great if they raise interest rates too much. He made the comments Wednesday in an...
Bloomberg
Fed's Dovish Double Down Prolongs the Credit Rally
Mar.22 -- A funny thing happened in the debt market this week. A $3.2 billion loan deal once chastised as “the worst ever” in terms of investor protections drew $9 billion worth of orders, allowing it to be super-sized by almost a third....
Bloomberg
How Bond Issuers Are Bracing for Brexit
Sep.11 -- Katie Linsell, Bloomberg's European corporate finance reporter, discusses how bond issuers are bracing for Brexit. She speaks on "Bloomberg Markets: European Close."
Bloomberg
Treasury Futures Positions Hit New Extremes
Oct.21 -- In this edition of "Future in Focus," Bloomberg's Sarah Ponczek examines the positioning in Treasury futures. She speaks on "Bloomberg Markets."
Bloomberg
Labor Market Is 'Too Strong,' BlackRock's Rosenberg Says
Jeffrey Rosenberg, portfolio manager of BlackRock's Systematic Multi-Strategy Fund, says the US labor market needs to slow and "the jury is still out" on inflation. He speaks on "Bloomberg Surveillance."
Bloomberg
Guggenheim's Minerd Expects Near-Term Rally in Bonds
Guggenheim Global CIO Scott Minerd explains why he thinks the long-term bull market in bonds is over. Speaking from the Milken Institute Global Conference in Beverly Hills, California, Minerd adds that he is bullish on bonds in the...
Bloomberg
Fed Crushing Credit Conditions, Eagle Asset's Camp Says
James Camp, managing director of fixed income and strategic income at Eagle Asset Management, says the Federal Reserve is tightening policy more rapidly than is reflected in projected terminal interest rates. "With equity volatility,...
Bloomberg
What the Two- and 10-Year Inversion Signals for Economy
Brad Rogoff, Barclays' global head of FICC research, reacts to the U.S. two-year yield exceeding the 10-year for the first time since 2019 and discusses his strategy for investing in the fixed-income market. Rogoff speaks with Matt...
Bloomberg
Reopening Trade Delayed, But Not Derailed: Barton
Apr.23 -- Eaton Vance Equity Portfolio Manager Yana Barton says that the uneven economic recovery and vaccine distribution has delayed the reopening trade. She joins David Westin on "Bloomberg Wall Street Week."
Bloomberg
House Prices are 'Scary': Summers
Jul.02 -- Former U.S. Treasury Secretary Lawrence H. Summers, a Wall Street Week contributor, says the rise in home prices is "scary." He thinks the state of the heating of the housing market makes it difficult to justify the Fed's...
Bloomberg
Dalio on Impact of Deficits, Election, U.S.-China Tensions
Sep.15 -- Ray Dalio, the billionaire founder of investment management firm Bridgewater Associates, says that very large deficits are on the way no matter who is elected in the 2020 presidential election and says he's very concerned about...
Bloomberg
Goldilocks Fights the Resistance
Mar.15 -- Another week of weakening economic data, another weekly gain for risk assets. Fundamentally, it sort of feels like a Goldilocks-is-back vibe. Important economic data this week -- retail sales, durables -- has been decent and...
Bloomberg
Bonds Signaling a Painful Downturn: Invesco's Waldner
"The market is telling you (the Fed) is going to really, really tighten and what that means for the economy and for risky assets is not clear," Rob Waldner, fixed income strategist at Invesco, says on "Bloomberg Markets: The Close."