Carlyle Global Head of Liquid Credit Lauren Basmadjian spoke with Bloomberg's Dani Burger from the sidelines of Carlyle's Global Investor Conference and talked about the health of corporate borrowers, the loan market moving toward equilibrium, data centers as an emerging source of loan supply, and more.
Carlyle Head of Global Research & Investment Strategy Jason Thomas spoke with Bloomberg's Dani Burger from the sidelines of Carlyle's Global Investor Conference in Washington. He said the Federal Reserve is under "enormous pressure" to deliver a 25 basis-point hike. He also talked about the AI investment boom, saying an AI slowdown is "more likely than not."
Canadian Prime Minister Mark Carney says the government is expanding the scope of a major investment tax write-off to include oil and gas pipelines, mining property, and more. He made the announcement at an investment summit in Toronto.
Carlyle Global Head of Aerospace, Defense and Government Ian Fujiyama spoke with Bloomberg's Dani Burger from the sidelines of Carlyle's Global Investor Conference in Washington. He discussed the wave of investor excitement in defense tech, investing at the edge of innovation, supply-chain resilience, AI in defense, and more.
Stephen Schork, principal and editor at The Schork Group, explains Iran's expanded control of Middle East oil flows and says the US strategic petroleum reserve "will be drawn down, by November, to its operational limits."
Carlyle CEO Harvey Schwartz sees the US economy "doing quite well," despite uncertainty and inflation, and says the US is at a period where the Federal Reserve will continue to watch the data. Schwartz also discusses the firm's partnership with MIT and his view on growth concerns related to artificial intelligence. Schwartz speaks with Dani Burger from the Carlyle 2026 Global Investor Conference.
Priya Misra, JPMorgan Asset Management Portfolio Manager, joins Bloomberg's Anna Edwards on "Bloomberg Brief" to discuss why the US 10-year yield will stop climbing soon and her expectations for the Federal Reserve and BOJ rate decisions this week.
Oil rose for a second day with a critical Saudi Arabian pipeline still offline. The East-West conduit a workaround for Strait of Hormuz flows was shut last week after attacks, with Saudi Aramco yet to say when it may restart. Tyler Kendall reports on Bloomberg Television.
Talk of an AI slowdown is 'more PR than substance' as technology companies in the US race to compete both with each other and with China says Daniel Pinto, EMEA CEO at wealth manager Corient. He spoke to Bloomberg's Francine Lacqua on 'The Pulse'.
Priya Misra, portfolio manager at JPMorgan Asset Management, explains the factors that can bring an end to the selloff in bonds, but says, "there's a bunch of things that have to happen, so you have to be really careful about stepping in."
Bloomberg TV's Abeer Abu Omar speaks exclusively with Issam Kazim, CEO of Dubai Corporation for Tourism and Commerce Marketing at the Arabian Travel Market. He observes that Dubai has become a 'mature' city, with people now wanting to come to the region for a holiday or for residency, whereas it was previously a stopover destination. He says competition between regional players in the UAE is 'healthy' and important for attracting talent.
Kokou Agbo-Bloua, global head of economics, cross-asset and quant research at Societe Generale Corporate and Investment Banking, discusses the rising 10-year Treasury yield and its impact on debt-fueled artificial intelligence capex. "If it goes to let's say 5.5% to 6% and growth doesn't pick up, because it's there simply reflecting higher nominal GDP, then you can sort of break the whole economics of AI debt capex," Agbo-Bloua tells Bloomberg Television.
