Bloomberg's Aashah Shah joins Scarlet Fu on "Bloomberg Real Yield." May has been a strong month for muni bond issuance, with about $35 billion of sales so far this year. This month has seen the most debt for a similar period in May since at least 2015, Bloomberg data show.
Margaret Steinbach, fixed income director at Capital Group, and Warren Pierson, co-chief investment officer of the Baird Funds, join Scarlet Fu on "Bloomberg Real Yield." Junk debt is beating just about everything else in fixed-income markets after surging yields wiped out gains on most other bonds. Yet with high-yield credit spreads near two-decade lows, investor unease is building.
Sonal Desai, CIO of Franklin Templeton Fixed Income, joins Scarlet Fu on "Bloomberg Real Yield." Kevin Warsh, who has promised the biggest shakeup in decades at the US central bank, was sworn into office Friday in a White House ceremony as the 17th chair of the Fed.
Sanjay Mehrotra, President, Chairman and CEO of Micron joined Bloomberg's Tyler Kendall to discuss the company's significant expansion of DRAM manufacturing in the US. He also discussed the demand for AI, and how he sees memory chip shortage lasting beyond 2026.
Micron President and CEO Sanjay Mehrotra discusses the company's significant expansion of DRAM manufacturing in the US. Speaking with Bloomberg's Tyler Kendall, Mehrotra highlights the importance of this advanced memory technology for critical sectors such as automotive, aerospace, defense, industrial and networking.
Goldman Sachs Vice Chairman Rob Kaplan, a former Dallas Fed president, spoke with Julie Fine after Kevin Warsh was sworn in as Fed Chair. Kaplan said he expects newly sworn-in Fed Chair Kevin Warsh will be independent from political influence, which is essential for the central bank to maintain credibility with the public and markets.
The United Arab Emirates has made a more concerted push for an end to the Iran war in recent days, joining Saudi Arabia and Qatar in urging US President Donald Trump to give negotiations a chance, according to several people familiar with the matter. Michelle Brouhard, Head of Policy and Geopolitical Risk at Kpler joins Balance of Power to discuss.
Robert Kaplan, Goldman Sachs vice chair and former president of the Federal Reserve Bank of Dallas, expects Kevin Warsh to be an "excellent" Fed chair. Speaking with Julie Fine, Kaplan also discusses the shift in market expectations over the past eight weeks, from anticipating a rate cut later in the year to now considering a possible rate increase or no change due to persistent inflation and elevated oil prices.
Shares of Lenovo soared in Hong Kong trading Friday after the company reported strong growth in AI-related earnings, offsetting challenges from rising component prices. Winston Cheng, CFO of Lenovo, joins Ed Ludlow on "Bloomberg Tech."
SpaceX delayed a critical test of its massive Starship rocket after a pin tied to the launch tower mechanism failed to retract during the final countdown. The setback comes just a day after the company formally filed for an IPO. Laura Crabtree, CEO of Epsilon3 and former SpaceX engineer, joins Ed Ludlow on "Bloomberg Tech."
Shares of Zoom jumped after the company raised its full-year forecast for both adjusted earnings and revenue, prompting an upgrade at KeyBanc and higher price targets at both RBC and Baird. Zoom CFO Michelle Chang joins Ed Ludlow on "Bloomberg Tech."
Puig Brands plunged on Friday following the collapse of a proposed combination with Estee Lauder Cos. that would have created one of the world's largest fragrance and skincare companies. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst discussed the merger with Scarlet Fu and Isabelle Lee.
