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United States Últimas notícias

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Bloomberg
Financial

AI Credit Boom Risks Telecom-Era Bust, Sycamore Warns

Trey Parker, chief investment officer and co-founder of Sycamore Tree Capital Partners, sees opportunities in credit related to the AI boom, along with risks. He tells Bloomberg's Julie Fine that he sees parallels to the late-1990s telecom collapse and favors short maturities and strong data-center tenant ratings.

Leia mais: AI Credit Boom Risks Telecom-Era Bust, Sycamore Warns
Bloomberg
Financial

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
Bloomberg
Financial

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