Bloomberg
Oil Search, Woodside Petroleum, Santos Favored: Evan's & Partners
Jan.12 -- Lucy Meagher, investment adviser at Evan's & Partners, talks about energy and Australian oil stocks. She also discusses the outlook for Chinese stocks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
PRC's Gao Says Softer Housing to Be a Drag on China GDP
Jul.16 -- Gao Song, co-chief executive officer and head of research at PRC, discusses China's housing market and his outlook for 2Q GDP. He speaks on "Bloomberg Markets: Asia."
Bloomberg
Markets Digest New U.S. Trade Tariffs
May.10 -- Krishna Memani, chief investment officer and head of fixed income at OppenheimerFunds, Kate Moore, BlackRock chief equity strategist, and George Bory, Wells Fargo Securities head of fixed income research, talk about market...
Bloomberg
Outlook for Home Improvement Stores
Nov.26 -- Liz Suzuki, a research analyst at Bank of America Merrill Lynch, discusses the outlook for home improvement stores. She speaks on "Bloomberg The Open."
Bloomberg
Why BofA's Blanch Sees Oil Headed to $120
Francisco Blanch, global head of commodities and derivatives research at Bank of America, explains the factors behind his call for $120 oil in 2022 on "Bloomberg Surveillance."
Bloomberg
No Reason to Be Afraid of Fixed Income, Voya CEO Says
Mar.02 -- Voya Investment Management Chief Executive Officer Christine Hurtsellers says she's not worried about inflation or bond yields and sees attractive entries in the market for fixed-income investors. She speaks during an interview...
Bloomberg
Bandsma Says Tariffs Don’t Matter That Much at This Stage
Apr.03 -- Brian Bandsma, EM portfolio manager at Vontobel Quality Growth, and Eric Freedman, Chief Investment Officer at U.S. Bank Wealth Management, discuss U.S.-China trade and the outlook for emerging markets. They speak with...
Bloomberg
AllianceBernstein Favors China Investment-Grade Bonds, Zeng Says
Jun.09 -- Jenny Zeng, co-head of Asia Pacific fixed income at AllianceBernstein, discusses at the prospects for the region's bond markets. She also looks at the steepening of U.S. Treasury yield curve. She speaks with Haslinda Amin and...
Bloomberg
China's Restrictions On Listings, Foreign Investments May Be Long-Lived: Sheets
Jul.09 -- PGIM Fixed Income Chief Economist Nathan Sheets says that China's restrictions on overseas listings and its capital markets controls may be long-lived. He still thinks that China wants investments from the West. He joins...
Bloomberg
Labor Dynamics Probably Have Not Shifted Permanently: Rattner
Willett Advisors Chairman & CEO Steve Rattner says that the hand of labor is growing stronger after the pandemic, but doesn't think the dynamics have changed permnanetly. He thinks increasing the power of organized labor is necessary,...
Bloomberg
Summers & Ferguson Debate What Causes Inflation
Mar.12 -- Former U.S. Treasury Secretary Lawrence H. Summers, a Wall Street Week contributor, thinks there is a one-third chance that the Federal Reserve's reaction to inflation caused by stimulus could spook markets and spark a...
Bloomberg
Goldman's Currie Sees $16 Trillion Green Capex Driving Commodities Demand
Feb.23 -- Jeff Currie, global head of commodities research at Goldman Sachs, discusses the supply and demand constraints of the commodities market and overall inflation risk from higher commodity pricing. He speaks on “Bloomberg...
Bloomberg
Brewin Dolphin's Mui on $550 Billion Infrastructure Bill
Janet Mui, Investment Director at Brewin Dolphin discusses the market reaction to the multi-billion dollar infrastructure bill, which saw materials and transport stocks to gain off the back of the decision. She speaks with Manus Cranny...
Bloomberg
Where Could Money From a $3.5 Trillion Spending Bill Go?
Sep.17 -- President Joe Biden is trying to push his $3.5 trillion plan through a narrowly divided Congress. Henrietta Treyz of Veda Partners looks at how negotiations have gone and where this money could go if the bill is passed. She's...
Bloomberg
Lack of Federal Aid Is Helping the Virus, Says Richard Bernstein
Dec.07 -- Richard Bernstein, founder of Richard Bernstein Advisors, talks about his expectations for a new federal stimulus aid package. He appears on "Bloomberg the Open."
Bloomberg
U.K.’s Sunak: Furlough Program Will End, Job Support Begins in Nov.
Sep.24 -- U.K. Chancellor of the Exchequer Rishi Sunak says “it is fundamentally wrong to hold people in jobs that only exist inside the furlough.” Sunak announced to Parliament Thursday the end of the furlough program and start of a new...
Bloomberg
China’s Growth Momentum Maintained in October: JPMorgan PB
Nov.15 -- Julia Wang, executive director and global market strategist at JPMorgan Private Bank, discusses China’s October industrial output and retail sales figures and her outlook for the economy. She speaks on “Bloomberg Markets: Asia.”
Bloomberg
China's Recovery Is 'So Much Government-Led': Natixis
Sep.30 -- Alicia Garcia Herrero, chief Asia Pacific economist at Natixis, discusses the outlook for the region's economies including China and Japan. She speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia."
Curated Video
Delivery Of Second Stimulus Payments Underway
Checks started being mailed out last Wednesday to people not receiving payment through direct deposit.
Bloomberg
Bond Market Needs to Be Overhauled, Says Guggenheim's Millstein
Jan.26 -- Guggenheim Securities Co-Chairman Jim Millstein says debt markets should be revamped after the Federal Reserve came to their rescue. He speaks on "Bloomberg Markets."
Bloomberg
Blackstone’s Wien on Biden, U.S. Economy, China
Aug.12 -- Byron Wien, vice chairman private wealth solutions at Blackstone, discusses the potential market implications of a Joe Biden administration, the need for more economic help from the Federal Reserve and U.S. government, and why...
Curated Video
Sens. Sanders, Hawley Push for Second Round $1.2K Stimulus Checks
They're pushing for a vote on a new round of $1,200 relief checks.
Bloomberg
RockCreek's Beschloss, BlackRock's Rieder on Risk-Off Sentiment
Sep.11 -- Afsaneh Beschloss, RockCreek Group founder and chief executive officer, sees the beginning of a possible long-term market correction. Rick Rieder, BlackRock Inc.'s global chief investment officer of fixed income, warns not to...
Bloomberg
Grantham Says Stock Prices Reveal Folly of Fed Policy
Jan.22 -- GMO co-founder and Chief Investment Strategist Jeremy Grantham criticizes the Federal Reserve for pursuing policies that produced a state of “mild hysteria” in stocks, not the hoped-for improvements in economic output and...