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00:42
Voya’s Reinhard Optimistic U.S. Will Avoid Recession in 2024
Barbara Reinhard, Voya CIO and Head of Asset Allocation, tells Bloomberg TV that the U.S. economy will likely make it through 2024 without a recession.
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01:23
Sonders Talks ‘Rolling Recessions’
Charles Schwab Chief Investment Strategist Liz Ann Sonders makes the case for rolling recessions as opposed to the black-and-white narrative of a hard or soft landing on Bloomberg Daybreak: Australia.
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01:36
iCapital: Pullbacks Could Entice Investors Looking to Get Back into Markets
iCapital Chief Investment Strategist Anastasia Amoroso thinks the economy is still showing a lot of strength, so she doesn’t expect to see a severe correction or recession this year. However, she says pullbacks are probable and could be enticing for investors looking to get back into the markets.
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02:19
Morgan Stanley: U.S. Economy Cooling Off, Not Cold
Morgan Stanley Chief Global Economist Seth Carpenter says that a soft landing remains the most likely outcome for the U.S. economy. Speaking with Tom Keene on Bloomberg Surveillance, Carpenter added that while more drag from monetary policy is likely to slow the market in the months ahead, recession is still not the base case scenario.
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12:36
Credit is the Next Shoe to Drop
Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest inflation data, the economic cycle, and portfolio positioning.
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13:21
Feeling Bearish? How To Prepare
David Stryzewski, CSA, NSSA, CEO of “Sound Planning Group” is feeling bearish and shares what he's talking about with his clients and other advisors, how he’s adjusting his allocations, and where he still sees ample opportunity.
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17:27
Bank Crisis? Debt Ceiling? What Does It All Mean?
Joe Davis, President and Wealth Advisor at Stonebriar Wealth Management shares his outlook for H2 2023, covering inflation, interest rates, what he expects the Fed to do, and where he sees opportunity in the market.
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08:05
Mixed Signals: An Assessment Of U.S. Recession Risk In The Year Ahead
Tom Joyce, Global Head of Capital Markets Strategy for MUFG discusses his recently published report, "Mixed Signals: An Assessment Of US Recession Risk In The Year Ahead", where over 110 signals for previous US recessions were reviewed to form a projection of the likelihood of a recession and what it will look like.
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08:30
Consumer Spending Betraying Sentiment
The market is still searching for direction amidst the ides of July and Q2 earnings calls, strong consumer spending and near-half-century-low consumer sentiment, and fund managers reducing their allocation to equities to lows not seen since October 2008.
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33:21
Hot Seat: Kevin O'Leary
Kevin O'Leary answers viewer questions covering the current market outlook and talk of recession, the advice he's giving his Shark Tank companies, his thoughts on getting into NFTs, and why he now wears two watches.
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01:20
Signs of Bottoming
Jeff Schulze of ClearBridge Investments takes a closer look at equity valuations, ETFs and mutual fund flows.
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01:28
A Global Recession
Jeff Schulze of ClearBridge Investments shares why he thinks the global economy is headed toward a global recession.
