APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Carlos Borromeo, Chief Investment Officer of APERS (Arkansas Public Employees Retirement System), on the markets and his bullish call on bonds.

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Lack of Bids For EM High Yield Debt: Bloomberg's Sassower

Lack of Bids For EM High Yield Debt: Bloomberg's Sassower

Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could so...

15 Feb 201833min

Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir

Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir

Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’...

14 Feb 201830min

Banks Are Still Reducing Energy Exposure: BlackGold’s Honari

Banks Are Still Reducing Energy Exposure: BlackGold’s Honari

Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset...

13 Feb 201827min

Extremely Low Odds For Infrastructure Bill Becoming Law: Dean

Extremely Low Odds For Infrastructure Bill Becoming Law: Dean

Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Econ...

12 Feb 201826min

Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas

Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas

Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research ...

9 Feb 201825min

Tesla Provides No Answers On Model 3 Production Issues: Denning

Tesla Provides No Answers On Model 3 Production Issues: Denning

Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and curren...

8 Feb 201830min

Western Asset Adding Junk Bonds, Local Currency EM: Buchanan

Western Asset Adding Junk Bonds, Local Currency EM: Buchanan

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing opportunities. Alan Baum, auto analyst and Princi...

7 Feb 201829min

Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere

Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere

Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the...

6 Feb 201826min

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