Curated Video
‘Is This the Beginning of the End’ of Market Highs?
Frances Stacy, Optimal Capital Director of Strategy, breaks down why the latest data indicates the economy may be struggling more than expected, plus some sectors she’s watching.
Curated Video
Fed Chair Powell Expected to Announces Bond Tapering and Interest Rate Hikes
The growing consensus across the U.S. is that the Federal Reserve and Chairman Jerome Powell are set to expedite the tapering timetable and hike interest rates as inflation accelerates. Michael Darda, chief economist and market...
Curated Video
Microsoft Shuts Down LinkedIn in China Amid Nation's Tech Crackdown
Job seekers and networkers in China will have one less outlet after Microsoft announced that it's shutting down its professional social networking platform LinkedIn, the last American social media site in the country. Technology...
Curated Video
Stocks Jump on Another Positive Monday for Vaccines
Astrazeneca's vaccine candidate with Oxford University shows an average efficacy of 70 percent, while Moderna reported an estimated 94.5 percent. Pfizer and BioNTech now say theirs is 95 percent effective. Andrew Smith, chief investment...
Bloomberg
TCW CEO Koch on LA Fires Impact, Optimism Priced in Markets
TCW CEO Katie Koch talks about the personal toll for her firm and family from the Los Angeles wildfires and the importance of rebuilding communities in the area. Koch also discusses concerns about what she calls the dominant mood of...
Bloomberg
Johnny Cash This Thing
Austan Goolsbee, Chicago Fed president tells us how the Fed plans to walk the thin line of lowering inflation while avoiding an economic downturn.
Bloomberg
Staying Restrictive
Austan Goolsbee, Chicago Fed president and Raphael Bostic, Atlanta Fed president sees strength in the labor market, but believes that the Fed's restrictive policy will remain in place well into 2024.
Bloomberg
Optimal Capital Advisors' Stacy on US Markets
Frances Stacy, director of strategy at Optimal Capital Advisors, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Kathleen Hays and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
TIAA CEO Ferguson Sees Overstretching at Credit Market's Fringes
Sep.26 -- Roger Ferguson, chief executive officer at TIAA, discusses the Federal Reserve's rate path, credit market risk, and his firm's current investment strategy. He speaks with Bloomberg's David Westin on "Bloomberg Daybreak:...
Bloomberg
We've Passed the Peak in Global Business Cycle, Says ADA Economic's Tenconi
Jul.12 -- Raffaella Tenconi, chief economist and founder at ADA Economics, discusses the potential for trade talks between the U.S. and China, global growth and the possibility of currency wars. She speaks on "Bloomberg Daybreak: Europe."
Bloomberg
Carrier on Central Banks, Inflation, U.S. Earnings
Frederique Carrier, RBC Wealth Management Head of Investment Strategy, says central banks are getting more hawkish and aggressive cycle from the Fed is still possible. She speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg...
Bloomberg
Big Oil Poised to Flood Market With A 'Tidal Wave of Plastic'
Jan.09 -- The world’s biggest oil and chemical companies are about to unleash a tidal wave of plastic raw materials by the mid-2020s, tapping cheap shale gas to meet growing demand from makers of everything from toys to plumbing to...
Bloomberg
Fed's Critical Moments: Orphanides on Volcker Shock
Economist Athanasios Orphanides describes how the Federal Reserve's Paul Volcker hiked rates to control inflation. It's part of our series "Critical Moments for the Fed."
Bloomberg
Is GE-Baker Hughes Deal an Inflection Point for Oil?
Oct. 31 -- Robin Shoemaker, markets analyst at Keybanc Capital, and Peter Borish, chief strategist at The Quad Group, examine the $32 billion deal between General Electric and Baker Hughes and look at the overall oil-services industry He...
Bloomberg
Investors Are Still Stuck in Groundhog Day
Dec. 18 -- On Single Best Chart, Scarlet Fu examines Fed fund futures at different points in time. Morgan Stanley Investment Management Managing Director Jim Caron also speaks on Bloomberg Surveillance. (Source: Bloomberg)
Bloomberg
TCW's Rivelle: Credit-Fueled Expansion Will Not End Well
Sept. 21 -- TCW Group Chief Investment Officer Tad Rivelle weighs in on the credit markets and discusses corporate leverage. He speaks on "Bloomberg Markets." (Corrects headline to be more accurate)
Bloomberg
Goldman Survey Finds Private Markets in Demand for Insurers
Apr.24 -- Mike Siegel, global head of insurance at Goldman Sachs Asset Management, discusses results of his firm's annual insurance survey. He speaks on "Bloomberg Markets." (Corrects spelling of guest's last name in description.)
Bloomberg
Goldman Sachs Goes Long Commodities in Reflation Trade
Nov.30 -- Jeff Currie, head of commodities research at Goldman Sachs, explains the fundamentals behind his firm's recent upgrade of commodities to "overweight," with a focus on price growth in base metals. He speaks with Bloomberg's Alix...
Bloomberg
Former Treasury Secretary Jack Lew on the Trump Economy
Jul.24 -- Former U.S. Treasury Secretary Jack Lew comments on current U.S. fiscal policy and the Trump economy during an interview with Bloomberg's David Westin on "Balance of Power."
Bloomberg
Bridgewater's Dalio Likens Today's Cycle to the Late 1930's
Nov.19 -- Ray Dalio, founder at Bridgewater Associates, explains why the current market cycle and U.S. conflict with China are analogous to the late 1930's. He speaks with Bloomberg Opinion columnist Barry Ritholtz at the Bloomberg...
Bloomberg
The Blurring of Lines Between Active & Passive Investing
May.08 -- Alessio de Longis, multi-asset team co-head and portfolio manager at OppenheimerFunds, talks with Bloomberg's Scarlet Fu about the growth in multi-factor funds and the various factors used in the industry.
Bloomberg
Recession Risks on the Rise
Liz Ann Sonders, Charles Schwab Chief Investment Strategist & Ben Inker, GMO Co-Head of Asset Allocation join David Westin to discuss the best week in the markets since November 2020, inflation and recession risks.
Bloomberg
U.S. Labor Sec.: Jobs Data a Measure of Real Progress
Oct. 7 -- U.S. Secretary of Labor Tom Perez discusses the U.S. September jobs report and improvements yet to be made to the labor market. He speaks with Bloomberg's Erik Schatzker.
Bloomberg
We're Addicted to Low Rates, and That's a Problem: Tal
June 14 -- The U.S. Federal Reserve has delayed its plan to raise rates slowly. The Bank of Canada is more likely to cut this year from 0.5% than it is to hike. And elsewhere, many countries are implementing NIRP -- negative interest...