Bloomberg
Gap Opens For Frozen High-Yield Emerging-Market Dollar Deals
Obligations to pay back maturing dollar debts are pushing some of the riskier sovereigns to look again at global bond markets, despite double-digit borrowing rates. Turkey, Egypt, Paraguay, Romania and Chile are among issuers that have...
Bloomberg
Clarida: Don't Expect Hard Lean Indicating Hike in Sept.
"I don't expect a hard lean indicating a hike in September." Richard Clarida, global economic advisor at Pimco and former vice chairman of the board of governors of the Federal Reserve, discusses the upcoming Federal Reserve decision,...
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
Yum China, TSMC, SK Hynix Favored, Thornburg Says
Jeff Klingelhofer, co-head of investments at Thornburg Investment Management, discusses Federal Reserve policy and the upcoming US inflation report, the implications for financial markets, and the opportunities he sees. He speaks with...
Bloomberg
China State Fund Moves to Cut Exposure to Weak LGFVs
A Chinese state pension fund has suggested its asset managers sell some bonds following a review, according to people familiar with the matter. This includes those from riskier local government financing vehicles and private developers....
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."
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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
PGIM's Peters Sees 'Cracks' in Commercial Real Estate
Greg Peters, co-CIO at PGIM Fixed Income, says there are "cracks" appearing in commercial real estate. He also comments on why he sees opportunities in emerging-market bonds as inflation pressures wane.
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
Stress Is Building in China's $12T Onshore Credit Market
China's credit market faces mounting pressures. Bloomberg's China Credit Tracker show stress domestically rose to level 4 in June from 3. The gauge indicates rising levels of financial strain via a band from 1 to 6. Lorretta Chen reports...
Bloomberg
Bonds on the Brink Reward EM Investors
Investors who stuck with bonds from countries that defaulted or were on the brink are now seeing double-digit returns. UBS Asset Management Head of Fixed Income for EM and APAC Shamaila Khan gave Bloomberg her latest emerging market...
Bloomberg
Many EM Countries Using Crisis as Opportunity, UBS Says
Shamaila Khan, head of fixed income for emerging markets and Asia Pacific at UBS Asset Management, discusses the prospects for the markets. Investors who stuck with bonds from countries that defaulted or are on the brink are betting the...
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
Marathon's Richards Says 'Everything Is on Sale' in Credit Markets
Marathon Asset Management CEO Bruce Richards explains his firm's credit market investment strategy on "Bloomberg Markets."
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
M&G Investments' Pershad on Markets, Strategy
Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments, discusses his outlook for markets and investment strategy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
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
UBS May Yan on China LGFV Risk
May Yan, Head of Greater China Financials Investment Bank Research at UBS, discusses China's LGFV challenges. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
PGIM's Appleson 'Cautiously Optimistic' About Munis
Jason Appleson, head of PGIM Fixed Income's municipal bond team, discusses recent trends in the municipal bond market and where he sees opportunities on "Bloomberg Markets: The Close."
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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
JPMorgan's Hui: Fixed Income Has Role to Play in 2H
"In the second half, fixed income still has a role to play." Tai Hui, chief market strategist for Asia Pacific at JPMorgan Asset Management, discusses the US economy, his investment strategy and his outlook for bonds. He speaks on...