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Lisa Shalett Sees Potential US 10-Year 'Reckoning' for Stocks

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.)

Leia mais: Lisa Shalett Sees Potential US 10-Year 'Reckoning' for Stocks
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Treasury Move Just Another Way to a Weaker Dollar, Says SocGen's Juckes

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."

Leia mais: Treasury Move Just Another Way to a Weaker Dollar, Says SocGen's Juckes
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Demiralp: Inflation Outlook Blocking Turkey Rate Ease

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.

Leia mais: Demiralp: Inflation Outlook Blocking Turkey Rate Ease
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Australia's earnings season winners emerge

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.

Leia mais: Australia's earnings season winners emerge

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