Bloomberg
BlackRock's Investment Advice: Be Flexible, Nimble, Realistic
Jan.28 -- Marilyn Watson, head of global fundamental fixed income strategy at BlackRock, discusses the outlook for bond markets. She speaks on "Bloomberg Surveillance."
Bloomberg
Pimco's Browne Says Equities Still Offer Value Versus Other Asset Classes
Feb.19 -- Erin Browne, Pacific Investment Management Co. (Pimco) managing director and portfolio manager, says the equity market still offers value compared to other asset classes. She speaks with Bloomberg's Romaine Bostick and Joe...
Bloomberg
Bonds Poised to Outperform Small Caps, BofA Merrill's Ciana Says
Sep.18 -- In this edition of "Smart Charts," Bank of America Merrill Lynch Technical Strategist Paul Ciana examines U.S. Treasury yields with Bloomberg's Abigail Doolittle on "Bloomberg Markets: What'd You Miss?"
Bloomberg
Treasury 2Y-10Y, 3M-10Y Yield Curve May Invert: People's United Advisors
Aug.08 -- Karissa McDonough, chief fixed income strategist at People's United Advisors, talks about the trade war between the U.S. and China, and the implications for Treasuries. She also discusses her strategy for corporate bonds with...
Bloomberg
Best of Bloomberg Intelligence (05/13/2022)
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
Asia Won't Necessarily Follow Fed's Moves: TD Securities
Mitul Kotecha, chief emerging-market Asia and Europe strategist at TD Securities, discusses the policy diversion between the European Central Bank and the Bank of England. He also talks about Federal Reserve policy and its implications...
Bloomberg
Idea of Super League Makes Sense on Paper: Pagliuca
Apr.23 -- Bain Capital Co-Chairman and Boston Celtics Co-Owner Stephen Pagliuca says that the idea of the Super League made sense on paper for the sake of cost controls, but says that there will be more trouble in practice. He joins...
Bloomberg
Aberdeen's Hickmore: We're Not in a Bond Bubble
Aug. 9 -- Luke Hickmore, Aberdeen Asset Management senior investment manager, discusses the state of the global bond market with Bloomberg's Oliver Renick and Scarlet Fu on "Bloomberg Markets."
Bloomberg
Fed's Balance Sheet May Soar Past Crisis-Era Levels in a Decade
May.21 -- As soon as next year, analysts say the Fed will resume large-scale buying of debt securities -- this time just U.S. Treasuries -- in amounts that may ultimately exceed its crisis-era purchases. Bloomberg's Alexandra Harris...
Bloomberg
Trouble With the (Inverted) Curve
Mar.22 -- The Treasury yield curve inverted for the first time since the last crisis Friday, triggering the first reliable market signal of an impending recession and rate-cutting cycle. The gap between the 3-month and 10-year yields...
Bloomberg
Abu Dhabi Three-Way Bank Merger to Bring Efficiency, Exotix Says
Jan.30 -- Alberto Bigolin, executive director at Exotix Partners, talks about the three-way merger of Abu Dhabi Commercial Bank PJSC, Union National Bank PJSC and Al Hilal Bank, the capital inflows into the region, and bond markets He...
Bloomberg
Why Japanese Investors Are Dumping U.S. Treasuries
Jul.05 -- Bloomberg's Katherine Greifeld reports on why Japanese investors are shedding Treasuries in favor of riskier U.S. assets. She speaks with Bloomberg's Joe Weisenthal on "What'd You Miss?"
Bloomberg
Guggenheim's Minerd Sees 'Crowding-Out Effect' in Treasuries
Aug.01 -- Scott Minerd, Guggenheim Partners co-founder and global chief investment officer, discusses the U.S. Treasury's refunding statement and his strategy for investing in fixed income. He speaks with Bloomberg's Scarlet Fu and Tom...
Bloomberg
Does Saudi Bond Sale Reflect Deepening Strain?
Oct. 19 -- Saudi Arabia plans to raise $17.5 billion in the biggest ever bond sale from an emerging-market nation, according to four people with knowledge of the offering, as it seeks to shore up finances battered by the slide in oil....
Bloomberg
Small Caps' Good Run Has Further to Go: Mainstay Capital
Mar.25 -- David Kudla, chief executive officer and chief investment strategist at Mainstay Capital Management, discusses the rise in U.S. Treasury yields and the implications for stocks. He speaks with Shery Ahn and Haidi Stroud-Watts on...
Bloomberg
Fed's Efforts to Hold Down Rates Raises Inflationary Pressures: Dalio
Mar.19 -- Bridgewater Co-Chairman and Co-CIO Ray Dalio says that the Fed's monetization efforts to hold down rates raises inflationary pressures. He says that in the current environment, "cash is trash." He joins David Westin exclusively...
Bloomberg
Oil Stocks Set Up for a Bounce, Fairlead's Stockton Says
Nov.09 -- In this edition of "Futures in Focus," Fairlead Strategies founder Katie Stockton examines energy and small-cap stocks, and the 10-year Treasury yield. She speaks with Bloomberg's Alix Steel on "Bloomberg Markets."
Bloomberg
More to Fear From Microbes Than From Xi Jinping: Summers
Apr.16 -- Former U.S. Treasury Secretary Lawrence H. Summers, a Wall Street Week contributor, says that the U.S. And the rest of the developed world has a responsibility to help low and middle-income countries recover from the pandemic,...
Bloomberg
JPMorgan AM Added a Lot of EM Debt to Portfolios: Michele
Feb.16 -- Bob Michele, chief investment officer and head of global fixed income, currency and commodities at JPMorgan Asset Management, talks about central banks' policies, bonds and currencies. He speaks with Paul Allen on "Bloomberg...
Bloomberg
Now Is a Really Good Time to Get Into Munis, Neuberger's Iselin Says
Oct.02 -- James Iselin, Neuberger Berman Group managing director, discusses the outlook for the municipal bond market with Bloomberg's Taylor Riggs on "Bloomberg Markets."
Bloomberg
Guggenheim's Minerd Bullish on Bonds Long Term
Aug.14 -- Scott Minerd, Guggenheim Global chief investment officer, sees a lot of deflationary pressure and that's causing him to remain bullish on bonds long term. He speaks with Bloomberg's Scarlet Fu on "Balance of Power."
Bloomberg
How to Play S&P 500 E-Mini Options
Aug.19 -- On this edition of "Charting Futures," Bloomberg's Greg Calderone examines the S&P 500 Index with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close."
Bloomberg
Wrapping the Week in ETFs: Fixed Income Flows, Repo & SEC Ruling
Sep.25 -- Tim Urbanowicz, director of fixed income ETF strategy at Invesco, talks with Bloomberg's Scarlet Fu, Eric Balchunas and Rachel Evans about fixed income vs. equity ETF flows, the repo market's effect on funds, investor appetite...
Bloomberg
Mizuho Bank Economist Varathan on Fed Policy, Market Implications
Vishnu Varathan, head of economics and strategy at Mizuho Bank, discusses Federal Reserve policy and its implications for financial markets. Fed leaders pledged the central bank would continue an aggressive fight to cool an inflation...