Bloomberg
Japan May Be 'Most Attractive Opportunity' in Asia: AllianceBernstein
"Given the abundance of earnings growth that you'd expect in a weaker yen environment, plus also the added tailwind of corporate reform, that is, I think, making Japan perhaps the most attractive opportunity of all in this region." David...
Bloomberg
Borish: No More Rate Hikes in 2023
Peter Borish, Computer Trading Corporation CEO doesn't expect the Fed to raise rates for the remainder of 2023, but warns of deflationary pressures of higher rates.
Bloomberg
Al Ramz's Halawi: UAE Earnings Ahead of Consensus
Second quarter earnings in the region were "encouraging", according to the latest review by Al Ramz Corporation. The next market catalyst could be the Fed's rate decision in three weeks time. Amer Halawi, Head of Research at Al Ramz...
Bloomberg
BNP Paribas: Moved Away From Chinese Banks Into Insurers
Manishi Raychaudhuri. Asia Pacific equity strategist at BNP Paribas, shares his views on Chinese stocks, the economy and the real estate market. He also discusses Federal Reserve policy and its market implications. He speaks with Haidi...
Bloomberg
Top Calls: Truist Adjusts View on Apartment REITs
Michael Lewis, Trust Securities Managing Director for REIT Equity Research, joins Katie Greifeld and Vonnie Quinn to discuss the big movers on the back of analyst recommendations on Bloomberg Markets: The Close.
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Bloomberg
Markets Closer to Inflection Point, Apollo's Slok Says
Apollo Management Partner and Chief Economist Torsten Slok says the markets are getting closer to a point where the Fed funds rate will peak and rates will move sideways during an interview with Dani Burger and Alix Steel on "Bloomberg...
Bloomberg
Morgan Stanley's Slimmon Sees Strong Fourth-Quarter for Stocks
Andrew Slimmon, senior portfolio manager and managing director at Morgan Stanley Investment Management, says the "pain of being out of the market," corporate earnings growth, and US infrastructure spending will back his bullish call for...
Bloomberg
Markets in 3 Minutes: US Yield Curve to Steepen No Matter What
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Fidelity Says Chinese Equities Remain a 'Top Call'
"With Chinese valuations looking so attractive, that's where we're really finding the opportunities." Catherine Yeung, investment director at Fidelity International, shares her views on stocks in China, India and Japan. She speaks with...
Bloomberg
Wincrest Capital's Bernard on US Markets
Barbara Ann Bernard, Founder and CIO at Wincrest Capital, discusses her outlook and investment strategies for US markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
Be a Bit Selective in the Equities Space: UBS's Issel
"Still be a bit selective in the equities space." Hartmut Issel, head of APAC equities and credit at UBS Wealth Management, discusses global equities, his investment strategy and where he's finding opportunity. He speaks on Bloomberg...
Bloomberg
Dalma Capital's Dugan: Inflation Will Re-Accelerate
Dalma Capital Mgmt CIO Gary Dugan says he is not sure the Fed is finished and thinks inflation will re-accelerate. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
China's New Moves to Boost Confidence
Beijing is lowering the stamp duty on stock trades for the first time since 2008 and pledged to slow the pace of initial public offerings, among a slew of new measures to woo investors back to its flagging equities market. Stephen Engle...
Bloomberg
Instacart Files for IPO, Discloses PepsiCo Investment
Instacart is moving ahead with an initial public offering, disclosing net income of $242 million for the first half of the year. Katie Roof reports on "Bloomberg Markets: The Close."
Bloomberg
High-Yield Market 'Insanely Expensive': Economist Darda
"I wouldn't touch (the high-yield market) with a ten-foot pole," Michael Darda, Roth MKM Partners chief economic and macro strategist, says. Speaking with Gina Martin Adams and Matt Miller on "Bloomberg Surveillance," Darda also says the...
Bloomberg
Markets in 3 Minutes: US Stocks Have Upside, USD/CNH Has Peaked
Mark Cudmore and Tom Mackenzie break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
State Street Favors US Stocks, 'Cautious' on Asia
Lori Heinel, global chief investment officer at State Street Global Advisors, shares her view on financial markets, Federal Reserve policy and the US economy. She also discusses the outlook for China's economy and the implications for...
Bloomberg
US Tech Storms Back; Treasury Yields Hit Highest Since 2007
Technology stocks rallied in the US, outweighing concerns over higher Treasury yields. Alexandra Semenova reports on Bloomberg Television.
Bloomberg
El-Erian on Markets, Economy and Powell at Jackson Hole
Mohamed El-Erian, a Bloomberg Opinion columnist, discusses what's behind the recent moves in equity and bond markets, the state of the US and Chinese economies, and the outlook for Federal Reserve Chair Jerome Powell's speech at the...
Bloomberg
El-Erian: Too Early to Make Fed Rate Call for September
"This is structurally a very different global economy and that's a problem," Mohamed El-Erian, a Bloomberg Opinion columnist, says. Speaking with Jonathan Ferro on "Bloomberg The Open," El-Erian also says the recent moves in equities and...
Bloomberg
Markets in 3 Minutes: Stock Markets Trading Terribly in August
Mark Cudmore and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
3% Downdraft in Stocks Ahead, iCapital's Amoroso Says
Anastasia Amoroso, iCapital chief investment strategist, expects about a 3% pullback in US stocks that will create buying opportunities. Speaking with Jonathan Ferro on "Bloomberg The Open," Amoroso explains where she is seeing those...
Bloomberg
Citi's Chronert Says 5%-10% Pullback Would Be a Buying Opportunity
Citigroup US Equity Strategist Scott Chronert says a 5%-10% equities market decline would be buying opportunity for investors. "If the fundamentals are still in place as we think they're going to be, then that's the metric that I'm kind...
Bloomberg
First Look With Surveillance: UK Inflation, Country Garden
Guy Johnson and Kriti Gupta take you through what to watch today.