Bloomberg
CI RegentAtlantic's Kapyrin on Markets
Andy Kapyrin, Partner and Co-CIO at CI RegentAtlantic Private Wealth, discusses his outlook for markets ahead of the US CPI report. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Daybreak Asia".
Bloomberg
Inflation Is the Critical Variable for Markets: McIntyre
"Inflation is the critical variable for markets." Jack McIntyre, portfolio manager at Brandywine Global, discusses US inflation, his investment strategy and his outlook for bonds. He speaks on Bloomberg Television.
Bloomberg
BlackRock's Carney: Munis Might Lag If Treasuries Rally
Sean Carney, BlackRock's head of municipal strategy, says strong technicals and weak Treasuries are responsible for the current success of municipal bonds, but if Treasuries keep rallying munis may not be able to keep up. He speaks on...
Bloomberg
Global Companies Seen Paying Down Some of Record Debt
Global companies with a record $7.8 trillion in net debt are likely to use cash to pay some of it down as the economy slows and borrowing costs remain high. Olivia Raimonde has more on "Bloomberg Markets: The Close."
Follow Bloomberg...
Bloomberg
Market Expectations Not Adapting to Reality: PGIM's Tipp
"We're having a failure of expectations to adapt to reality," PGIM Fixed Income Chief Investment Strategist Robert Tipp says, Speaking during an interview with Jonathan Ferro on "Bloomberg The Open," Tipp also says he sees a "productive"...
Bloomberg
HSBC's Major Says 10-Year Yield Levels Are at the Top of the Range
Steven Major, global head of fixed income research at HSBC, discusses the outlook for Treasuries. "It's difficult really to imagine yields making a break above 4% on a sustained basis," Major said on Bloomberg Television when commenting...
Bloomberg
China Likely to Deliver Further Stimulus, GAMA Says
Rajeev De Mello, global macro portfolio manager at GAMA Asset Management, discusses policies of central banks including the Federal Reserve, the implications for financial markets, and his views on China. He speaks with Kathleen Hays and...
Bloomberg
Fed Can Go Higher and Stay There for Much Longer: Pictet's Renaud-Chatelain Says
The Federal Reserve "can not only go higher but stay there for much longer and potentially well into 2024," according to Laureline Renaud-Chatelain, fixed-income strategist at Pictet. "The market is maybe now putting less weight on the...
Bloomberg
Maybank: Close Underweight Call On Global Stocks, Neutral on US
Maybank Group Wealth Management CIO Eddy Loh says he has closed his underweight call on global equities and turn neutral on the US market. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
China Banks Halt Buying Free-Trade-Zone Bonds
Chinese banks have stopped buying bonds issued in the Shanghai free trade zone after regulators increased scrutiny of the $18 billion market, mostly used by the nation's local government financing vehicles, according to people familiar...
Bloomberg
CalSTRS Ailman Says a Recession Is Coming
Christopher Ailman, chief investment officer for the California State Teachers' Retirement System, says he still thinks a recession is coming and this is the year to pay attention to the bond market. He's on "Bloomberg Markets: The...
Bloomberg
China Studying Repo Options for Foreign Investors
China is signaling that it may grant global investors wider access to a crucial funding tool. Tania Chen reports on Bloomberg Television.
Bloomberg
Mitsotakis Says Greece to Repay Bailout Loans Early
Prime Minister Kyriakos Mitsotakis, speaking in an exclusive interview with Bloomberg, pledged to repay some of Greece's bailout loans ahead of schedule as he looked to send a statement of intent to the markets at the start of his second...
Bloomberg
Standard Chartered: Upgraded Equities to a Core Holding
Audrey Goh, senior cross asset strategist at Standard Chartered Wealth Management Group, shares her views on equities, bonds, and policies of central banks including the Federal Reserve. She speaks with Haidi Stroud-Watts and Shery Ahn...
Bloomberg
Pimco's Crescenzi Says 'Don't Reach So Much' on Yields
Anthony Crescenzi, market strategist and portfolio manager at Pacific Investment Management Co. (Pimco), says bond investors "needn't take a big leap" to generate returns. "Don't reach so much. You needn't these days where yields are,"...
Bloomberg
Pakistan Bonds Rally After IMF Deal
Pakistan clinched an initial approval from the International Monetary Fund for a $3 billion loan program, lowering the risk of a sovereign default. Ruchi Bhatia reports on Bloomberg Television.
Bloomberg
Investment-Grade Bonds, Japan Stocks Favored, OCBC Says
"We like Japanese equities. They've done very well. But we think that they have more upside going forward." Vasu Menon, managing director of investment strategy at OCBC Bank, discusses recession fears and the implication for financial...
Bloomberg
Standard Chartered Favors High-Quality Bonds, Japan Stocks
Daniel Lam, head of equity strategy at Standard Chartered Wealth Management, discusses Federal Reserve policy and the implications for financial markets. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
What Puerto Rico's Prepa Bankruptcy Means for Munis
Craig Brandon, Eaton Vance's co-head of municipals, discusses what the bankruptcy of Puerto Rico's main source of electricity means for muni investors. Speaking on "Bloomberg Markets: The Close," Brandon also explains why he finds...
Bloomberg
Schwab's Jones Sees 'Room Still' for Yields to Fall
Kathy Jones, chief fixed income strategist at Charles Schwab, sees "some total return in addition to the coupon" for fixed income investors over the next 12 months. She speaks with Tom Keene on "Bloomberg Surveillance."
Bloomberg
Investors Should Be Defensively Positioned: Mitra
"We're still suggesting to our clients to be defensively positioned, pick up more duration, underweight equities and stay neutral in credit." Aninda Mitra, head of Asia macro and investment strategy at BNY Mellon Investment Management,...
Bloomberg
HSBC Remains Constructive But Selectively on China
Geoffrey Lunt, head of Asia investment specialists at HSBC Asset Management, shares his views on China's economy and financial assets. He speaks with Yvonne Man and David Ingles on "Bloomberg Markets: China Open." (Excerpt)
Bloomberg
Fed Policy Path Less Meaningful Now: Pimco's Schneider
"We have been encouraging clients to be defensive," Jerome Schneider, Pimco's head of short-term portfolio management, says during an interview on "Bloomberg Markets: The Close."
Follow Bloomberg for business news & analysis,...
Bloomberg
US Economy Slowing, Disinflating: Roth MKM's Darda
Michael Darda, Roth MKM Partners chief economist and macro strategist, says he sees more deceleration ahead for the US economy during an interview on "Bloomberg Surveillance."
Follow Bloomberg for business news & analysis,...