Aliki Rouffiac, portfolio manager at Robeco, argues there are reasons to be positive about equities despite rising bond yields, with US midterm elections and upcoming high-profile IPOs contributing to the upside. She tells Bloomberg Television that while there are short-term risks, such as rising interest rates, earnings growth is likely to continue in the months ahead.
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Sajjid Chinoy, chief India economist for JPMorgan Chase & Co expects the RBI to take an appropriately cautious or hawkish tone to signal to markets that more maybe in the pipeline. He said this in an conversation with Bloomberg Television's Paul Allen.
France's government is set to unveil plans to narrow the budget deficit sharply. Ministers will present the details of a 54 billion ($61.2 billion) effort to curb runaway spending and pare the fiscal shortfall to 5% of economic output in 2027 from 5.4% this year. Bloomberg's Caroline Connan reports.
Oil steadied after gaining early on October 1st on uncertainty over the Middle East flow recovery can be sustained. Crude rose for a third month in September, as Washington and Tehran failed to make headway toward a lasting peace agreement that would fully reopen the Strait of Hormuz. Victoria Mitchell, Control Risks' Senior Analyst for Maritime told Bloomberg's Abeer Abu Omar on Horizons Middle East & Africa on the oil exports going up.
Open Standard has launched Open USD (OUSD), issued by Bridge, across four blockchains.
Rolf Bulk, Head of Semiconductors and Infrastructure at Futurum, discusses Micron's latest earnings results and the outlook for the memory chip sector. He speaks with Shery on Bloomberg: The Asia Trade.
Ryan Nece joins the program to talk about how he thinks about investing after football and where he is deploying capital now. Nece discusses whether he is putting all of his money into AI, setting up a conversation about current investment priorities and how athletes can approach venture investing after their playing careers. He speaks with Romaine Bostick on "The Close."
Micron delivered results that beat already elevated expectations, with fourth-quarter numbers exceeding guidance and first-quarter outlook also coming in ahead of estimates. Erica Brescia, Managing Director at Redpoint Ventures and Former COO at GitHub, whether the explosive growth in the sector can continue. She speaks with Romaine Bostick on "The Close."
Seaport Research Partners Senior Analyst David Joyce reacts to Ynon Kreiz joining Paramount Skydance as co-CEO of the merged company after the completion of the pending $110 billion acquisition of Warner Bros. Discovery. Joyce speaks on "Bloomberg The Close."
Betsey Stevenson said the Inspector General's report finding no criminal wrongdoing in the Fed renovations confirms what many already suspected: the investigation was about a president pushing against the Federal Reserve's independence. She argued Jerome Powell respected the institution's need to stay separate from presidential influence because the Fed's job is to keep prices stable and employment at maximum sustainable levels. She speaks with Romaine Bostick & Emily Graffeo on "The Close."
Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley, says commercial real estate may be at an appealing turning point after a prolonged correction. She notes the sector is now more than four years into what she describes as the longest correction in over 30 years, with prices still down more than 20% and trading below replacement cost for the first time since the global financial crisis. She speaks with Romaine Bostick & Emily Graffeo on "The Close."
