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Bloomberg
Financial

Treasuries 'Absolutely' Still a Safe Haven, Says JPMorgan's Misra

Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan Asset Management, says moves in the bond market are "overdone," pricing in three interest-rate hikes by the Federal Reserve. Misra also says fixed income is a "really attractive asset class" to hedge the AI trade.

Leia mais: Treasuries 'Absolutely' Still a Safe Haven, Says JPMorgan's Misra
Bloomberg
Financial

Kapteyn: Hot Inflation Raises Risk of Fed Hikes Beyond December

UBS Chief Economist Arend Kapteyn discusses the Fed's rate outlook following hotter inflation data, the impact of AI investment and borrowing on bond yields, and why he believes AI fundamentals remain strong despite the recent market selloff. Kapteyn also weighs in on Europe's economic challenges, competition with China and France's fiscal outlook. He spoke on Bloomberg Brief.

Leia mais: Kapteyn: Hot Inflation Raises Risk of Fed Hikes Beyond December
Bloomberg
Financial

Shahin Vallée: Europe Must Rebalance Trade with China

As the EU weighs new measures to block Chinese imports, Shahin Vallée of the German Council on Foreign Relations and formerly of the French Ministry of the Economy and Finance, joins Bloomberg's Anna Edwards, Guy Johnson, and Tom Mackenzie on "The Opening Trade." "I think more than a measure to rebalance trade with China, it is a measure to try to rebalance the negotiations that are taking place."

Leia mais: Shahin Vallée: Europe Must Rebalance Trade with China