Bloomberg
Schwab Sees Rates Weighing on Loan Issuers 'Right Now'
Collin Martin, fixed income strategist at Schwab Center for Financial Research, discusses the impact of higher interest rates on the corporate debt market with Lisa Abramowicz on "Bloomberg Surveillance."
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Morgan Stanley's Shalett Prefers Bonds Over 'Very Vulnerable' US Stocks
Morgan Stanley Wealth Management CIO Lisa Shalett says investors should rebalance their portfolios towards bonds as interest rates fall. "We still believe from here that American stocks, again, as measured by the index, are very...
Bloomberg
Rise in 10-Year Yield Would Be Game Changer: Amoroso
Anastasia Amoroso, iCapital chief investment strategist, says a rise in the 10-year Treasury yield would be a game changer for risk assets during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Risk Assets Helped by Low Long Yields, Morgan Stanley's Weinstein Says
Morgan Stanley Investment Management Head of Fixed Income Brian Weinstein says investors will continue to buy "risky" assets until the yields on long-dated US Treasuries rise. "I think investors are happy to take 5% on one end of the...
Bloomberg
Equities Still Ok for 2H, But Expect Setback: Nolting
"For the second half of this year, I would say Equities are still ok, but I would expect a setback." Christian Nolting, global chief investment officer at Deutsche Bank, discusses US markets, discusses his investment strategy and where...
Bloomberg
Wealthwise Financial CEO Gilbert on US Markets
Loreen Gilbert, chief executive officer at Wealthwise Finanical, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Bond Yields Are Very Attractive, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the front end of the yield curve is "a good place to be" during an interview on "Bloomberg Markets: European Close."
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Bloomberg
Aspiriant's Bragar on the Markets
Aspiriant Chief Client Officer Sandi Bragar explains why she still thinks the US could be headed for a hard landing. She discusses her market outlook and investing strategy with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
JPMorgan's Michele: September Rate Cut Still on Table
Bob Michele, JPMorgan Asset Management global fixed income CIO, says he still sees a recession by the end of the year and expects capital appreciation in bonds during an interview with Jonathan Ferro on "Bloomberg The Open."
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HSBC's Major Is Bullish on US Treasuries
Steven Major, global head of fixed income research at HSBC Holdings Plc, discusses Federal Reserve policy and its implications for the bond market. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open."
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Bloomberg
Bond Traders Brace for Federal Reserve Meeting Fraught
Traders remain split over whether a rate increase by the Federal Reserve is likelier in June or July. But the risks for bond investors from this week's meeting go well beyond whether officials decide to raise rates again. Ruth Carson...
Bloomberg
Citi's Wieting: The Bear Market Journey Isn't Complete
Steven Wieting, Citi Global Wealth chief investment strategist, says the bear market journey is not complete. He says there are rolling recessions ongoing in some industries. He explains on "Bloomberg Markets: The Close."
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Bloomberg
AllianceBernstein Favors Value Investing in China Stocks
"China is very attractive today." David Wong, senior investment strategist, equities, at AllianceBernstein, discusses Chinese stocks, bonds and the economy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."...
Bloomberg
Seeing Too Much Complacency in US Markets: Whiteley
"We're seeing too much complacency in markets." Adam Whiteley, head of global credit at BNY Mellon Investment Management, Insight Investment, discusses US markets, his outlook for credit spreads and AT1 bonds. He speaks on Bloomberg...
Bloomberg
PGIM's Peters Sees Rates 'Surprisingly' Higher for Longer
Greg Peters, co-CIO at PGIM Fixed Income, says "it's extremely advantageous to be short versus long" on the yield curve as the bias is for higher rates, not lower rates. He speaks with Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
Pimco's Kiesel: You Can Get Equity Like Returns in Bonds
Mark Kiesel, Pimco's chief investment officer for global credit, and Sonali Pier, Pimco's multi-sector credit portfolio manager, explain why the firm is so bullish on bonds. They are on "Bloomberg The Open."
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Bloomberg
Quadratic's Davis on Fed, Fixed Income Strategy
Quadratic Capital Management founder and CIO Nancy Davis discusses US job data, Fed's path, and her latest fixed income strategies. She speaks with Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Cliff Asness: Equities Are a 'Scary Place' to Be in a Recession
Cliff Asness, AQR Managing Principal and CIO, says equities and bonds are telling different stories about the probablity of a looming US recession. Asness thinks that stocks stand to suffer more than bonds if and when a recession foes...
Bloomberg
Parametric's Patel Expects Heavy Inflows Into Munis
Parametric Managing Director Nisha Patel discusses the outlook for the muni market with Romaine Bostick and Scarlet Fu on "Bloomberg Markets: The Close."
Bloomberg
Harker Favors Fed Skipping Rate Hike at Next Meeting
"I think we can take a bit of a skip for a meeting," Federal Reserve Bank of Philadelphia President Patrick Harker says during an event at the Philadelphia Fed.
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Bloomberg
Morgan Stanley: 'Long' 5-Year Treasuries, Warming Up for Duration
Vishwanath Tirupattur, chief fixed income strategist and director of quantitative research at Morgan Stanley, discusses the outlook for the market, Federal Reserve policy and the US economy. He speaks from the sidelines of the Morgan...
Bloomberg
Hedge Fund Basis Trade Draws Fresh US Scrutiny
Officials at the SEC and the Federal Reserve have questioned prime brokers about leveraged trading in government bonds by their fast-money clients, according to people familiar with the matter. Sonali Basak has more on "Bloomberg...
Bloomberg
Public Credit Market Facing Headwinds, S&P's Prunty Says
S&P Global Ratings Chief Analytical Officer Robin Prunty discusses the current conditions in the public debt market with Romaine Bostick and Kriti Gupta on "Bloomberg Markets: The Close."
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Bloomberg
Debt Ceiling Crisis: Roubini Says Markets Will Crash Without a Deal
"They may get to the last hour before there's an agreement. Or it's possible they don't reach an agreement. If that doesn't happen, then the market is going to crash." Nouriel Roubini, chairman and CEO at Roubini Macro Associates,...