Bloomberg
Brazil Returns to Global Debt Markets
Olga Yangol, Credit Agricole CIB, Head of EM Research & Strategy for the Americas speaks with Scarlet Fu and Vonnie Quinn.
Bloomberg
BoFA Survey Shows Bullish Investor Sentiment
A survey by Bank of America Corp. shows global stocks have become the most popular asset class with investors. Global equities have rallied over 60% since a low in late 2022 on optimism around artificial intelligence as well as signs...
Bloomberg
More to Go for Europe Defense Stocks, Goldman Sachs Says
Goldman Sachs equity strategist Sharon Bell comments on the outlook for defense stocks as Europe's leaders weigh increased military funding. "I think there's a little bit more to go here," Bell says on Bloomberg Television. "Europe...
Bloomberg
Pimco's Browne Expects US Equities to Outperform
Erin Browne, portfolio manager for multi-asset strategies at Pacific Investment Management Co. (Pimco), explains why she is bullish on US equities. Browne says financials and power utility names will still work for investors. She speaks...
Bloomberg
Trump Suggests 'Irregularities' Found at US Treasury
President Donald Trump suggested that irregularities have been found by Elon Musk's government efficiency team while examining data at the US Treasury Department. Kevin Whitelaw reports on Bloomberg Television.
Bloomberg
ECB's Vujcic Says Bets on Three More Cuts in 2025 'Not Unreasonable'
European Central Bank Governing Council member Boris Vujcic says policymakers are in a "wait and see" mode regarding the potential impact of US President Donald Trump's trade policies. Speaking in an interview with Bloomberg's Francine...
Bloomberg
Bond Yields Have Overshot, PGIM's Collins Says
"Rates are clearly in the buy zone," Michael Collins, multi-sector executive portfolio manager at PGIM Fixed Income, says when asked about the direction of Treasury yields on "Bloomberg Surveillance."
Bloomberg
Markets Rightfully Backing Up in the Rate Space: BlackRock's Rieder
Rick Rieder, CIO of global fixed income at BlackRock, examines the US January jobs report and says, "markets are rightfully backing up in the rate space" with the Federal Reserve on hold "for an extended period of time."
Bloomberg
BlackRock Favors European Bonds Over Treasuries
Vasiliki Pachatouridi, head of EMEA iShares fixed income strategy at BlackRock, says recent developments, including President Donald Trump's tariffs announcements, reinforce the asset manager's underweight stance on Treasuries. "On the...
Bloomberg
Stagflation Is a Concern for State Street Strategist Loh
Marvin Loh, senior global macro strategist at State Street, says he is in the bear steepening camp which keeps him "hesitant to really embrace duration" in the bond market.
Bloomberg
Why T. Rowe Price CIO Page Is 'A Reluctant Bull'
Sebastien Page, chief investment officer at T. Rowe Price, says he's "worried about valuation" as he explains why he's selling stocks and is underweight bonds.
Bloomberg
ECB's Lagarde Says Risks 'Remain Tilted to the Downside'
European Central Bank President Christine Lagarde comments on the outlook for the euro-area economy, saying that the risks to growth remain "tilted to the downside." She made the comments at a news conference in Frankfurt after the ECB...
Bloomberg
ECB Cuts Key Rate to 2.75%
The European Central Bank lowered borrowing costs by a quarter-point to 2.75%, citing a stalling economy and confidence that the 2% inflation target will be met. It's the fifth rate cut since June. Bloomberg's Lizzy Burden reports from...
Bloomberg
In Full: Deutsche Bank CFO on Earnings, Trading, Costs
Deutsche Bank AG Chief Financial Officer James von Moltke discusses the lender's performance in 2024, his views on the political and economic headwinds in Germany, and the prospects for Deutsche Bank's investment banking unit in 2025....
Bloomberg
Fed Is Now in 'Higher Rates for Longer' Mode: BlackRock
"Both the markets and the Fed have caught up with the reality that this is a different environment that's going to require higher rates for longer," says Jean Boivin, head of BlackRock Investment Institute. He made the comments on...
Bloomberg
Costa: Trump Policies Will Be More Tactical In Second Admin
Since taking office 10 days ago, US President Donald Trump has announced tariffs against Colombia, Mexico, Canada, Vietnam and China. Luis Costa, Head of Emerging Markets Strategy at Citi spoke to Bloomberg's Joumanna Bercetche and...
Bloomberg
JPMorgan's Michele Sees 'Awesome' Environment for Bonds
Bob Michele, JPMorgan Asset Management's global head of fixed income, expects "pretty steady growth" for the US economy which will provide an "awesome" environment for fixed income and some capacity for the Federal Reserve to cut rates.
Bloomberg
Norway's Wealth Fund Reduced US Tech Sector Exposure
Norway's sovereign wealth fund was underweight on US tech stocks last year, but Norway Wealth Fund and Norges Bank Investment Management CEO Nicolai Tangen said the fund still boosted holdings in the sector last year, due to "really...
Bloomberg
Fed Might Hike Rates This Year, Says JPM's Aronov
Oksana Aronov, JPMorgan Asset Management head of market strategy, alternative fixed income, says the US Federal Reserve might have to hike interest rates this year. She says there was no reason to cut rates in 2024. She's on "Bloomberg...
Bloomberg
Special Situation Investor on China's Property Crisis
Raymond Chan, chairman of Blue Mountain Bridge Capital, says he sees "interesting" private credit opportunities in distressed Chinese developers with Hong Kong assets. He discusses his outlook for China's real estate sector with David...
Bloomberg
Bond Yields Are 'Quite Attractive Here': JPMorgan's Berro
Kelsey Berro, fixed income executive director at JPMorgan Asset Management, says investors "don't need the Fed to be cutting rates aggressively" to achieve a bullish return in bonds.
Bloomberg
Schlosstein Says Fed Becoming Less Important to Markets
Ralph Schlosstein, chairman emeritus at Evercore, discusses the outlook for financial markets under the Trump administration. Speaking on "Bloomberg The Close," Schlosstein also comments on the market impact of AI and what he sees are...
Bloomberg
Guggenheim CIO Walsh Still Sees Room for Opportunity in Equities
Anne Walsh, CIO at Guggenheim, says there is "opportunity for investment in maybe a wide array of selections and sectors, so there's things to invest in," as she discusses the state of markets, the Federal Reserve's path to a neutral...
Bloomberg
Bridgewater's Karniol-Tambour Sees Bonds Priced for Perfection
Karen Karinol-Tambour, co-chief investment officer at Bridgewater Associates, recaps the factors behind the firm's success in 2024 and discusses her view on bonds and currencies and why she views gold as a geopolitical and inflation...