Trey Parker, chief investment officer and co-founder of Sycamore Tree Capital Partners, sees opportunities in credit related to the AI boom, along with risks. He tells Bloomberg's Julie Fine that he sees parallels to the late-1990s telecom collapse and favors short maturities and strong data-center tenant ratings.
Lisa Shalett, CIO at Morgan Stanley Wealth Management, discusses the US Treasury's move to increase the purchases of long-dated bonds and sees a reckoning for stocks "around at least multiples, valuation multiples, is coming, if, in fact, this 10-year pushes forcefully through 4.75 on its way to 5%." (Corrects spelling of guest's name in headline.)
Kit Juckes, chief FX strategist at Societe Generale, says the US Treasury's move to increase the purchases of long-dated bonds is "management of the market, rather than yet, something that you might call intervention of the bond market." He speaks on "Bloomberg Surveillance."
Henry Allen, macro strategist at Deutsche Bank, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss market expectations ahead of the PCE data and the Jackson Hole Economic Policy Symposium.
Volkswagen Chief Executive Officer Oliver Blume told workers at the main Wolfsburg factory on Tuesday that roughly half of the carmaker's additional workforce reductions will need to happen in Germany. William Wilkes reports on Bloomberg Television.
A crowd armed with machetes chased after Ebola responders who were trying to bury a victim in eastern Democratic Republic of Congo. The violence is one of the latest attacks on frontline workers struggling to contain the rapidly spreading pandemic. Bloomberg's Chief Africa Correspondent Jennifer Zabasajja reports.
India plans to test its first tokenised corporate bonds next month, according to a Reuters report citing three sources.
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
HDFC Securities CEO Dhiraj Relli expects the FCNR(B) deposit scheme to raise an additional $12 billion, citing strong historical support from the Indian diaspora. He spoke with Haslinda Amin on Bloomberg Insight.
Israeli officials have accused Hamas of using kites and balloons to plan attacks on its territory. The Iran-backed militant group was given until Wednesday to rein in their use - or face repercussions. Bloomberg's Dan Williams reports from Jerusalem.
Turkey's central bank said it would resume weekly repo auctions at its 37% policy rate. The decision is a step towards normalizing funding conditions as the central bank bets the worst of the Iran War's economic fallout has passed. Selva Demiralp, Professor of Economics at Koç University spoke to Bloomberg's Abeer Abu Omar on the move from the Central Bank & its impact on inflation in Turkey.
As Australia's earnings season peaks, the likes of BHP and Woodside Energy are among the winners emerging, as elevated commodity prices offset headwinds. And Bloomberg Intelligence says Australian banks are positioned for significant margin expansion and a structural return on equity uplift in fiscal 2027. Alphinity Investment Management Client Portfolio Manager and Investment Specialist Elfreda Jonker joins "Bloomberg: The Asia Trade" to discuss why Australian stocks are priced for perfection, but delivering for average.
