Factors Driving Equity and Bond Investors amid Uncertainty

Factors Driving Equity and Bond Investors amid Uncertainty

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 30th, 2025
Featuring:
1) Amanda Lynam, Head of Macro Credit Research at Blackrock, joins for an extended discussion on her weekly global credit report and discusses corporate credit spreads and signals from the bond market. Uncertainty continues to be the main theme across the investing world. Veteran emerging-markets investor Mark Mobius said he’s keeping 95% of his funds’ holdings in cash as he waits out the trade-related uncertainty. Hedge funds are reluctant to make major bets amid the turmoil, with the only significant shift in positioning in April being increased bets against US stocks, Bloomberg reported.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about whether the dollar and US treasuries are still safe havens and how he tries to contextualize that discussion. In a broader look at the economy, real GDP likely slowed to a standstill in the first quarter as President Trump’s policy shifts disrupted activity, according to Bloomberg economists.
3) George Goncalves, Head of US Macro Strategy at MUFG Securities Americas, joins to discuss economic fundamentals and incoming eco data and how that, possibly more than policy, will shape markets in the coming months. Stock drifted in early trading as investors await a busy day of earnings and macro data on the final session of an exhausting month. Mag 7 results, GDP and inflation numbers are potential catalysts for market direction.
4) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital, discusses leveraged credit markets, opportunities and challenges amid widening uncertainty, and other signals from the bond market. US Treasuries held recent gains as traders awaited data on inflation and economic growth, as well as the debt management team's plans for sales in the $29 trillion market.
5) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and talks about allocating and staying the course in a slowing economy. Economic data due this week includes inflation and gross-domestic-product data, which will provide a snapshot of US economic activity before President Trump's trade policy shifts.

See omnystudio.com/listener for privacy information.

Jaksot(4360)

8am-9am ET: Rattner, Slok, Weidmann & Hardman

8am-9am ET: Rattner, Slok, Weidmann & Hardman

Willett Advisors Chairman Steve Rattner says there's a lot of fear in the investment community. Deutsche Bank's Torsten Slok asks: where is the credit crunch? Germany's central bank chief Jens Weidman...

24 Helmi 201642min

Swonk: U.S. consumer getting stronger

Swonk: U.S. consumer getting stronger

DS Economics Founder Diane Swonk says the American consumer is healthier than earlier in the cycle, thanks to solid employment gains and accelerating wages.See omnystudio.com/listener for privacy info...

24 Helmi 201611min

Feldstein: market downturn not precusor of economic decline

Feldstein: market downturn not precusor of economic decline

Harvard's Martin Feldstein says that recent market turmoil will not be followed by an economic slowdown. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

24 Helmi 20168min

Feldstein: U.S. economy is in good shape

Feldstein: U.S. economy is in good shape

Harvard's Martin Feldstein says the American economy is doing better than financial investors fear. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

24 Helmi 201612min

8am-9am ET: Feldstein & Swonk

8am-9am ET: Feldstein & Swonk

Harvard Professor Martin Feldstein and DS Economics Founder Diane Swonk offer competing views on the American economy. Feldstein says that the U.S. is doing better than critics think, while Swonk says...

24 Helmi 201642min

Choyleva: negative interest rates will lead to a real crisis

Choyleva: negative interest rates will lead to a real crisis

Lombard Street Research's Diana Choyleva weighs in on the Bank of Japan's consideration of negative interest rates. She sits down on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

24 Helmi 201611min

Lew: don't expect 'crisis response' from G-20 meeting

Lew: don't expect 'crisis response' from G-20 meeting

U.S. Treasury Secretary Jack Lew says we are not in a crisis environment and shouldn't expect a crisis response when the Group of 20 finance chiefs and central bankers meet this week in China. He says...

24 Helmi 201612min

7am-8am ET: Lew, Choyleva & Corr

7am-8am ET: Lew, Choyleva & Corr

U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Diana Choyleva says the real economy is not in crisis ...

24 Helmi 201642min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-sisalto-kuntoon
ostan-asuntoja-podcast
rss-lahtijat
inderespodi
pomojen-suusta
rss-rahamania
rss-h-asselmoilanen
rss-startup-ministerio
taloudellinen-mielenrauha
rss-vaikuttavan-opettajan-vierella
rss-siksi-viestinta
herrasmieshakkerit
bakkari-tarinoita-tapahtumien-takahuoneista
rss-ammattipodcast
rss-huomisen-talous
rss-bisnesta-bebeja