Higher Yields May Be a Great Opportunity, Vanguard's Venter Says
Vanguard Fixed Income Client Portfolio Manager Rebecca Venter says fixed income can compete with equities as yields stay elevated. She speaks on "Bloomberg The Close."
Vanguard Fixed Income Client Portfolio Manager Rebecca Venter says fixed income can compete with equities as yields stay elevated. She speaks on "Bloomberg The Close."
With Midterms a little over a month away, more data is coming forward showing if and by how much of a 'blue wave' will take place on election day. Erin Covey, editor at the Cook Political Report, said she expects Democrats to win control of the House and that "Republican enthusiasm is still quite low."
Kevin Carter, founder & CIO of EMQQ Global, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss the China AI Tigers ETF (ticker: TGRZ).
John Kerschner, global head of securitized products & portfolio manager at Janus Henderson, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss investors embracing shorter-term corporate debt, European investors craving tech exposure, and CLO ETF markets growing in Europe.
President Donald Trump and Anthropic CEO Dario Amodei met for dinner as their opposing views on AI safety increasingly shape the debate over how quickly the technology should advance. Amodei has called for "pacing" development of the most advanced models and stronger guardrails, while President Trump has pushed back against slowing AI development as the US races to stay ahead of China. Bloomberg's Mike Shepard discusses what's known about the meeting with Ed Ludlow on "Bloomberg Tech."
Former SpaceX Starship software manager and Revel CEO Scott Morton calls the rocket's first trip to orbit a "monumental step forward," despite an engine failure during ascent. Morton, who spent nearly a decade at SpaceX before founding Revel, explains the software and automation behind Starship, why engineers will spend months analyzing data from the flight, and how the program's ultimate ambition of building a rapidly reusable vehicle capable of taking humans to Mars was part of the vision from its earliest days. He joins Ed Ludlow on "Bloomberg Tech."
Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, joined Bloomberg's Paul Sweeney and Scarlet Fun to talk about the top tech stories of the day, including Nvidia's new systems and buybacks. Nvidia Corp., the chip developer at the heart of the artificial intelligence boom, increased the size of its share buyback plan by $150 billion, increasing the total remaining amount authorized to $235 billion. Nvidia will complete the buyback through fiscal 2028, the Santa Clara, California-based company said in a statement on Monday.
NEC Director Kevin Hassett expects GDP growth to be around 4% and he says the biggest contributor is the productivity boom. He speaks to Wall Street Week's David Westin an ECNY Harvard Club luncheon.
Michelle Korsmo, CEO of National Restaurant Association, joined Bloomberg's Paul Sweeney and Scarlet Fu to discuss the state of the restaurant industry and the National Restaurant Association launching the "Made in Restaurants" initiative.. CNH's contracting top line is likely to reach a trough this year, yet industrial leverage will remain elevated, limiting flexibility within its BBB-tier ratings and necessitating more patience before a more meaningful improvement in financial risk takes hold. the company's policy of prioritizing investment-grade standing as a foundational commitment is a linchpin for credit quality as more tangible proof of stronger farmer fundamentals is sought.
Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence, joined Bloomberg's Paul Sweeney and Scarlet Fu to talk about the state of the oil and trade market as the US and Iran continue talks. Iran and the US appeared far apart on a new ceasefire deal or the reopening of the Strait of Hormuz, with Tehran saying it's sticking to a proposal US President Donald Trump has rejected. Tehran made an offer to reopen the strait within seven days if Washington makes some concessions, which it hasn't specified. Its leaders have previously said the US must lift a naval blockade and oil sanctions for there to be any progress on allowing more ships through the vital waterway.
Gold is sinking as oil spikes, real yields rise, and markets price in more Fed hikes even as China, Asia, and emerging market central banks quietly load up on bullion. In today's metals spotlight , Nicky Shiels, MKS Pamp Head of Research and Metals Strategy joins us to unpack gold's short term pain, long term bullish case, and why retail money has ditched gold for speculative AI stocks.
Man Group Chief Market Strategist Kristina Hooper warns that surging long-end Treasury yields threaten to topple the two pillars propping up US economic growth: AI capital expenditures and consumer spending. She speaks on "Bloomberg The Open."
Got a second for a cookie? 🍪Essential cookies keep Grafa running smoothly. A few optional ones help us see what's working so we can make it better. You're in control — change your mind any time. Cookie policy · Privacy policy