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Bloomberg
Financial

El-Hillow: We Should Get Comfortable With Higher Rates

Kate El-Hillow of Russell Investments said the recent jump in Treasury yields should not be viewed as purely temporary. In response to a question about whether the rise in yields might fade if geopolitical tensions ease, she argued investors should get comfortable with a "higher floor" and "rates for longer." She speaks with Romaine Bostick & Emily Graffeo on "The Close."

Leia mais: El-Hillow: We Should Get Comfortable With Higher Rates
Bloomberg
Financial

Premium Sports Content Is Here To Stay: Fmr Hulu and Netflix Executive Simon Gallagher

Simon Gallagher of SPG Global discussed NBC regaining MLB rights and the league's growing mix of broadcast and streaming distribution, including Peacock. He said the biggest issue is fragmentation: with roughly 2,500 baseball games, it is hard for viewers to figure out where a specific game is available, since rights are spread across multiple platforms. He speaks with Romaine Bostick on "The Close."

Leia mais: Premium Sports Content Is Here To Stay: Fmr Hulu and Netflix Executive Simon Gallagher
Bloomberg
Financial

Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%

Ruchir Sharma, Chairman at Rockefeller International and Founder and CIO of Breakout Capital, warns that rising Treasury yields could become a danger zone for the AI trade. Sharma's recent column arguing that a 5% level on the 10-year yield could potentially derail the AI boom, notes that yields are now meaningfully above that threshold and asking what 5.2% implies for the sector. He speaks with Romaine Bostick & Emily Graffeo on "The Close."

Leia mais: Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%