Bloomberg: Bloomberg Surveillance
4/15/2024 10:56am
... stronger dollar. time to diverge. coming up shortly, marilyn watson of black rock. ...
Bloomberg: Bloomberg Markets European Close
1/8/2024 4:19pm
... that will lead to more volatility. i do not think it will be the main focus. alix: thank you so much for joining, marilyn watson of blackrock. a solid rally across the curve ...
Bloomberg: Bloomberg Markets European Close
1/8/2024 4:12pm
... guy: talking about salad, what kind of role would bonds play? bottom-up or top-down? marilyn watson, blackrock head of fundamental fix income strategy, joins us now. ...
Bloomberg: Bloomberg Surveillance
12/15/2023 1:44pm
... about the same yesterday but we saw that idea of a knee-jerk reaction to get that up to close to 9% -- 90%. keith lerner is next and marilyn ...
Bloomberg: Bloomberg Surveillance
11/15/2023 1:26pm
... tom: i'm looking at some form of tariffs. jonathan: marilyn watson on blackrock and the rally from the ...
Bloomberg: Bloomberg Surveillance
7/25/2023 11:36am
... i don't think you can bundle them together. jonathan: it's all hanging on that right now isn't it? tom: it's crazy. futures are up for marilyn watson briefs. head of global fixed income strategy at blackrock. ...
Bloomberg: Bloomberg Markets
6/27/2023 5:52pm
... and dispersion. if you can be noble and active now is a really great time to be in the bond market. matt: thanks very much, marilyn watson, joining us from blackrock to talk about fixed income. lesson into equities and to our ...
Bloomberg: Bloomberg Markets
6/27/2023 5:49pm
... let's bring in marilyn watson over at blackrock to talk about this market. it is still all about the fed really. it is still all about the debate. are they done raising rates? ...
Bloomberg: Bloomberg Markets European Close
6/16/2023 3:47pm
... i think a lot of investors are waiting to find the best opportunity for the bond market. guy: great to catch up. marilyn watson thank you. coming up, we need to turn back ...
Bloomberg: Bloomberg Markets European Close
6/16/2023 3:42pm
... marilyn watson joining us now. the fed is speaking, it sounds hawkish. ecb sounds super hawkish. is the market convinced, are you convinced the longer the rate ...
Bloomberg: Bloomberg Surveillance
6/7/2023 11:40am
... i really think now the bond market has a huge amount to offer. jonathan: marilyn watson, thank you. from blackrock. 12 days of turkish lira weakness ...
Bloomberg: Bloomberg Surveillance
6/7/2023 11:34am
... framing 6% in terms of yield. no one is looking for hiking to get to a full 6%. marilyn watson, from formal income strategy. ...
Bloomberg: Bloomberg Markets European Close
5/5/2023 3:33pm
... next week, plenty of earnings but the bank of england fascinating on thursday. alix: real yields are up 12 basis points. marilyn watson, had of the fixed income strategy team at ...
Bloomberg: Bloomberg Surveillance
4/5/2023 12:26pm
... talking about the fed being more concerned about inflation. when do they start getting more concerned about the fact that unemployment can take on a life of its own? coming up on the open, matt miss ken, andrew solomon, and marilyn ...
Bloomberg: Bloomberg Markets
3/8/2023 6:13pm
... there is a certain interconnectivity between banks, different rates, but at this time, relatively muted. i think of yields in the u.s. and the fed, it is all about the u.s. data at the moment. kriti: marilyn watson walking us ...
Bloomberg: Bloomberg Markets
3/8/2023 6:06pm
... perspective is marilyn watson at blackrock. a pleasure to have you on the show. we are looking at a 71% probability of 50 in march. what do you make of it? what we have seen from chair ...
Bloomberg: Bloomberg Surveillance
2/22/2023 12:42pm
... correlations and to understand the drivers of a specific bond. that is an important part of a portfolio. jon: marilyn watson of blackrock ...
Bloomberg: Bloomberg Surveillance
2/22/2023 12:36pm
... back to bond market. where all of global wall street is focus. marilyn watson joins us, the head of global fundamental ...
Bloomberg: Bloomberg Real Yield
2/3/2023 6:16pm
... pecan treasury yields in october happened quickly. but, that is when it happens so we think high-yield is a latter half of 2023 trait. katie: still with us, marilyn watson, krishna and cliff. marilyn, it is a quality world. ...
Bloomberg: Bloomberg Real Yield
2/3/2023 6:12pm
... different value trades. katie: great conversations so far. marilyn watson, krishna and cliff watson. we are going to hear from chair powell again tuesday. he is going to be speaking to david rubenstein right here on bloomberg. ...
Bloomberg: Bloomberg Real Yield
2/3/2023 6:02pm
... blackrock's marilyn watson. christian armani of lafayette college and cliff corso's of asset management. marilyn, let's start with the market reaction. we're looking at 16 basis points higher on two-year treasury yields. the 10 year treasury yield back to 3.50. ...
Bloomberg: Bloomberg Surveillance
10/7/2022 9:11am
... rates a little bit higher, it is beneficial for a lot of different businesses. i think it is certainly possible to get to a sustainable level. jonathon: the world has changed, that's for sure. marilyn watson of blackrock. ...
Bloomberg: Bloomberg Surveillance
10/7/2022 9:04am
... we will follow that as we can. joining us now, marilyn watson head of global fundamental strategy at blackrock. we're thrilled she could join us this morning. you have been in the halls of ...
Bloomberg: Bloomberg Surveillance
10/6/2022 11:16am
... the funds rate. jonathan: four or 5% is different. i would say maybe 5% for some of these companies. coming up shortly, marilyn ...
Bloomberg: Bloomberg Surveillance
9/9/2022 11:39am
... positive number. the risk of uncertainty is very high at the moment. jonathan: marilyn watson, thank you. but now we are getting tributes to the late queen in parliament. let's listen. ...
Bloomberg: Bloomberg Surveillance
9/9/2022 11:32am
... theory does not work. marilyn watson joins us now, had fixed income strategy at blackrock. which rock do i hide under right now? ...
Bloomberg: Bloomberg Surveillance
8/10/2022 11:40am
... could see more volatility as we begin to understand exactly the trajectory of the economy. from there we could see spreads widening depending on the data. tom: marilyn watson, thank you so much. that is terrific insight, that ...
Bloomberg: Bloomberg Surveillance
8/10/2022 11:33am
... people looking for longer-term resilience to figure out where to place their bets. tom: on inflation now, we bring in marilyn watson blackrock. -- of blackrock. _ ...
Bloomberg: Bloomberg Surveillance
8/10/2022 11:31am
... extremely anticipated, complex inflation report. we will get to that with marilyn watson. looking forward to talking to michael mckee around 8:16 to dive into all of the data, the ...
Bloomberg: Bloomberg Surveillance
4/11/2022 11:40am
... but in either scenario, a really remains to be seen what would be implemented. tom: thank you so much, marilyn watson of blackrock. a really important thing, this is how economists look at yield. ...
Bloomberg: Bloomberg Surveillance
4/11/2022 11:33am
... yield, and it is yield up and decidedly price down. marilyn watson is head of global fundamental fixed income strategy at blackrock, and has a wonderful view of this strange idea is not just about yield. ...
Bloomberg: Bloomberg Surveillance
4/11/2022 11:30am
... tom: 'bloomberg surveillance,' we say good morning to all of you. we will get to this with marilyn watson in a moment. yields move with a vengeance. on the 10 year yield, 2.75%. the inversion is gone. ...
Bloomberg: Bloomberg Surveillance
4/11/2022 10:42am
... coming up, marilyn watson at blackrock. ritika: keeping you up-to-date, i'm ritika gupta. in french, emmanuel macron and ...
Bloomberg: Bloomberg Markets Americas
3/30/2022 2:13pm
... takes me to our question of the day. is the boom economy going bust? marilyn watson, blackrock head of global fundamental fixed income strategy team. if you could give us your answer to that question and how is a ...
Bloomberg: Bloomberg Real Yield
2/25/2022 6:26pm
... srikanth: yes. marilyn: yes. jonathan: thank you very much for being with us. marilyn watson, matt brill, srikanth sankaran. see you at the same time, same ...
Bloomberg: Bloomberg Real Yield
2/25/2022 6:11pm
... jonathan: srikanth sankaran is sticking with us alongside marilyn watson and matt brill. borrowers moving to the sidelines after russia invades ukraine. that conversation is up next. ...
Bloomberg: Bloomberg Real Yield
12/17/2021 6:26pm
... taylor: ok. i guess we are going to have to leave it there. i always wish we had more time. really appreciate it as always. peter yi, marilyn watson, collin martin. divergence of rate hikes next ...
Bloomberg: Bloomberg Real Yield
12/17/2021 6:24pm
... starting with gdp. plus, the fed's preferred inflation gauge and the university of michigan consumer sentiment survey. markets are closed for the christmas holiday. peter yi, marilyn watson, collin ...
Bloomberg: Bloomberg Real Yield
12/17/2021 6:21pm
... have. taylor: peter yi, marilyn watson, collin martin, everyone is going to be sticking with us. it is going to be the final spread. all in the holiday-shortened ...
Bloomberg: Bloomberg Real Yield
12/17/2021 6:16pm
... the low single-digit rates. it is almost like doing we are well on our way to re-normalize out of the pandemic and return to the low-growth, low-inflation world we have had. taylor: peter yi, marilyn ...
Bloomberg: Bloomberg Surveillance
12/1/2021 12:10pm
... i am so pleased -- marilyn watson of blackrock. i'm so pleased marilyn closed the conversation with normal. what is normal in this environment? tom: global wall street understands marilyn watson word for word. we have a couple of other ...
Bloomberg: Bloomberg Surveillance
12/1/2021 12:06pm
... you wonder whether governments will follow or whether the court system won't let them in the united states. jonathan: you have got a bond market with yields higher on tens by four basis points to about 1.48%. joining us to discuss his marilyn watson, head of global ...
Bloomberg: Bloomberg Surveillance
12/1/2021 11:06am
... crude is higher by four percentage points at $69 and about $.10. coming up, lisa has tons of questions about what is happening with credit as spreads widen out over the last week or so. we will catch up with marilyn watson the head of global ...
Bloomberg: Bloomberg Real Yield
10/15/2021 5:26pm
... marilyn: yes, they could. krishna: krishna, we have done this for years. krishna memani, marilyn watson, and matt brill. thank you. enjoy your weekend. ...
Bloomberg: Bloomberg Real Yield
10/15/2021 5:25pm
... marilyn watson, matt brill, and krishna memani. is the labor market tight or loose? krishna: labor market is loose ...
Bloomberg: Bloomberg Real Yield
10/15/2021 5:15pm
... expected. issuance continuing at a steady paste -- pace. back with us for more, krishna memani, marilyn watson, and matt brill. the appetite for debt supply, ...
Bloomberg: Bloomberg Real Yield
10/15/2021 5:01pm
... the longer they wait, the greater the risk. jonathan: joining us now is krishna memani, marilyn watson, and matt brill. it is with the economic data, i ...
Bloomberg: Bloomberg Markets European Close
9/1/2021 3:10pm
... expect -- where we expect to continue to improve. alix: i was a pleasure. marilyn watson, very -- thank you very much. it was like a record meeting. ...
Bloomberg: Bloomberg Markets European Close
9/1/2021 3:03pm
... considering the existing uncertainty. alix: marilyn watson joined me now. as i mentioned earlier, none of ...
Bloomberg: Bloomberg Surveillance
8/10/2021 11:40am
... volatility are potentially a warm welcome. jonathan: thank you. get to catch up, marilyn watson, blackrock head of global fundamental fixed income strategy. yields higher by almost a basis ...
Bloomberg: Bloomberg Surveillance
8/10/2021 11:34am
... nicely under 17 on the vix, 16.8. right now, marilyn watson joins us, blackrock head of global fundamental fixed income strategy. her career looking at the -- _ ...
Bloomberg: Bloomberg Surveillance
8/10/2021 11:25am
... dollars large from canadian pacific, and i think it speaks volumes about what you will see with corporations and a boom economy. they are going to do things. i got to be optimistic about that. i just don't have the angst on tapering others do. maybe i'm wrong. jonathan: marilyn watson of ...
Bloomberg: Bloomberg Real Yield
7/30/2021 5:27pm
... anywhere else. jonathan: alongside lisa coleman, marilyn watson, appreciate your time. that does it for us this week. this was bloomberg real yield. this is bloomberg. (announcer) back pain hurts, and it's frustrating. ...
Bloomberg: Bloomberg Real Yield
7/30/2021 5:24pm
... report. marilyn watson, lisa coleman, ashish shah. china, huge focus on china when it comes to ipo's on the equity side. maybe this starts to bleed out. ...
Bloomberg: Bloomberg Real Yield
7/30/2021 5:15pm
... billion. backed with those are marilyn watson, lisa coleman, ashish shah. you don't have to comment directly on apple if you don't want to, but for a company with that much cash, tapping the debt markets four times since may of ...
Bloomberg: Bloomberg Real Yield
7/30/2021 5:01pm
... the functioning of the labor market, we don't know enough about. jonathan: joining us to discuss is marilyn watson, lisa coleman, and ashish shah. lisa, i want to start with you ...
Bloomberg: Bloomberg Real Yield
6/11/2021 5:14pm
... marilyn watson, bob michaels, and jean put it so --gene panuzzo are still with us. gene: there is definitely froth ...
Bloomberg: Bloomberg Markets European Close
5/27/2021 3:05pm
... joining us now for more, marilyn watson, black rock head of global fundamental fixed income strategy. are we going to see -40 basis points on the bund, where are we going to see zero first? ...
Bloomberg: Bloomberg Markets Americas
5/27/2021 2:56pm
... need oil. so where are you going to get? we should be the ones to produce it because we do it so well and we have so many assets. guy: but how do you value that? it's really tricky. the european close coming up next. we will be talking to marilyn watson, joining us from black ...
Bloomberg: Bloomberg Surveillance
3/1/2021 1:41pm
... head of global financial fixed income marilyn watson. yields up seven. on the tenure, 1.44. i don't think he said i love ...
Bloomberg: Bloomberg Surveillance
1/22/2021 12:41pm
... classes. so i do think that is true and think we are becoming more cautious in terms of valuation among some of the fair height -- the very high quality bonds out there. jonathan: marilyn watson, thank ...
Bloomberg: Bloomberg Surveillance
1/22/2021 12:35pm
... going on. marilyn watson is the antithesis of punditry. she writes very terse notes about coupon in total returns. she joins not from blackrock. ...
Bloomberg: Bloomberg Markets Americas
12/11/2020 3:22pm
... been on edge waiting for the eu budget to be agreed and what the ecb might do. alix: it is always a pleasure to catch up with you marilyn watson a blackrock. we spared you brexit, i should point out. ...
Bloomberg: Bloomberg Markets Americas
12/11/2020 3:18pm
... still with us for a look at europe, marilyn watson. whatyn, let's talk about is going to happen with the european yields, both now and in the future. in the future, we are getting a ...
Bloomberg: Bloomberg Markets Americas
12/11/2020 3:13pm
... about was europe, so we will make you do that next. marilyn watson from blackrock sticking with us. this is bloomberg. are you frustrated with your weight and health? it's time for aerotrainer, a more effective total body fitness solution. (announcer) aerotrainer's ergodynamic design ...
Bloomberg: Bloomberg Markets Americas
12/11/2020 3:07pm
... always appreciate your time. thank you very much indeed. went through a lot of ground, talked about a lot of stuff. let's carry on. watson, -- marilyn _ ...
Bloomberg: Bloomberg Markets Americas
10/30/2020 3:04pm
... he doesn't see a double-dip recession as something that is certain. something thats would've been priced in at this point. alix: thank you for that. joining us now is marilyn watson ...
Bloomberg: Bloomberg Surveillance
10/19/2020 12:04pm
... marilyn watson is the blackrock head of global fundamental research. she is here ahead of their find out -- i of their foundational position in debt. what is your assessment of the last two weeks? marilyn: good morning. ...
Bloomberg: Bloomberg Surveillance
10/19/2020 12:04pm
... with very little impetus, why the mood and all of the political uncertainty? tom: the swamp we are in in economics and investment leads us to a need for clarity lisa: marilyn watson -- for clarity. _ ...
Bloomberg: Bloomberg Surveillance
10/19/2020 11:59am
... stronger euro, weaker dollar. from london and new york, coming up next, marilyn watson of blackrock on this bond market. this is bloomberg. are you frustrated with your weight and health?. it's time for aerotrainer, ...
Bloomberg: Bloomberg Markets European Close
9/9/2020 3:30pm
... now is a completely different path to where we were the end of last year. thank you for: your patience. good of you to stay with us. marilyn watson of blackrock. ...
Bloomberg: Bloomberg Markets European Close
9/9/2020 3:25pm
... economic effect? marilyn watson is still with us. let's talk about where we go with this. the last thing i asked about was the ecb's belief the economic trajectory is starting to look a ...
Bloomberg: Bloomberg Markets European Close
9/9/2020 3:06pm
... activity in the u.k. marilyn watson is with us. as we start to see governments taking stronger action what are the implications for fixed income? marilyn: in terms of lockdowns ...
Bloomberg: Bloomberg Markets European Close
9/9/2020 3:02pm
... financial times. alix: we are watching that as well. blackrock,from marilyn watson. it has been quite a week for investors in any asset class. ...
Bloomberg: Bloomberg Markets Americas
9/9/2020 2:56pm
... it, said if you look at you look at vxn, maybe that is enough. alix: sarah ponczek joining us. coming up, more volatility in the bond market. marilyn watson will be joining ...
Bloomberg: Bloomberg Markets Americas
8/19/2020 2:16pm
... tensions between the two countries and some shines the channelts on u.s. funds into chinese tech companies in search of investment returns. joining me is marilyn watson, head of lack rock global ...
Bloomberg: Bloomberg Markets Americas
8/19/2020 2:12pm
... we will break that down with marilyn watson. this is bloomberg. alix: live from new york, i am alix steel. of ---- it was dated two ...
Bloomberg: Bloomberg Surveillance
8/6/2020 12:54pm
... stimulus, and when you look at the correlations. july was an incredibly good month for equities and credit, that it is just important to look at the different asset classes and balance the portfolio a little bit. tom: marilyn watson with ...
Bloomberg: Bloomberg Surveillance
8/6/2020 12:48pm
... done as well. an interesting dynamic in the markets today. to give us perspective, from blackrock, marilyn watson with us with a wonderful transatlantic view. i look at the bond market, there ...
Bloomberg: Bloomberg Surveillance
8/6/2020 9:23am
... that good as well. coming up later, marilyn watson of blackrock. that will be one of our themes here with the lower rate regime. governor bailey in the 8:00 hour with marilyn watson. this is bloomberg. good morning. ritika: this is 'bloomberg ...
Bloomberg: Bloomberg Markets European Close
7/16/2020 3:13pm
... guy: great to speak with you. thank you for your time, marilyn watson of blackrock. what we have coming up for you and the rest of the show, we will refocus on what is coming up in europe and take a look from an e.u. perspective. ...
Bloomberg: Bloomberg Markets European Close
7/16/2020 3:06pm
... of morgan stanley care and let's get more insight here with marilyn watson. we were talking about wall street versus main street, the underlying real economy versus not. how do you see the rates market moving forward? is it a flat or curved, or do ...
Bloomberg: Bloomberg Markets European Close
6/10/2020 3:22pm
... and within europe. alix: thanks a lot. i appreciate it. i want to know how the central banks will get out of this. marilyn watson of blackrock, thanks. coming up, we will look at global banks getting roped into u.s. and china policy. ...
Bloomberg: Bloomberg Markets European Close
6/10/2020 3:14pm
... to bloomberg earlier on today. this was after the organization out of harris -- out of paris --dicted a 6% jump in gdp still what this is marilyn ...
Bloomberg: Bloomberg Markets European Close
6/10/2020 3:10pm
... where we can generate alpha in this market as well. guy: marilyn, stick around. we need to carry on the conference agent -- we need to carry on the conversation with marilyn watson of blackrock. she will stay with us. ...
Bloomberg: Bloomberg Markets European Close
6/10/2020 3:01pm
... let's get back to markets. any comments on yield curve control when the fed releases its decision in about three hours. joining us is marilyn watson of blackrock. thanks a much for joining us. with the exception of the last few days, it has been thebb ...
Bloomberg: Bloomberg Markets Americas
5/8/2020 5:07pm
... guest. marilyn watson is on the phone, head of global fixed income at black rock. what is the treasury market saying? after thet bump ...
Bloomberg: Bloomberg Markets Americas
5/8/2020 5:06pm
... -- to 66 basis points on the 10-year yield. keep an eye on that and get back to marilyn watson in a moment. for now, let's get to first word ...
Bloomberg: Bloomberg Markets Americas
5/8/2020 5:04pm
... 20 million 500000 jobs lost in april. the unemployment rate more than tripling to at least 14.7%. joining us now is marilyn watson, head of global fundamental fixed-income strategy at black rock. it is extraordinarily tragic. ...
Bloomberg: Bloomberg Markets European Close
5/1/2020 3:11pm
... fed will potentially do more in terms of providing more credit liquidity, and i do think the fed said very clearly they are going to keep rates low for a very long time. vonnie: marilyn, thank you for that. that is marilyn watson, head of global fundamental fixed income ...
Bloomberg: Bloomberg Markets European Close
5/1/2020 3:02pm
... economic recovery -- puts banks on the front line of the economic recovery, but does it go far enough? ofh us now is marilyn watson blackrock financial. is the ecb behind the curve? ...
Bloomberg: Bloomberg Daybreak Americas
3/19/2020 12:59pm
... ferro, marilyn watson will be joining him as equities continue to rollover. strong buying in europe as well as more buying in the u.s. after initial terrible jobless claims. this is bloomberg. ferro.am jonathan ...
Bloomberg: Bloomberg Markets European Close
3/3/2020 4:56pm
... reporter, thank you for jumping on that. i also want to thank our panel of carl riccadonna, chief economic at bloomberg economics, and marilyn watson from blackrock. many thanks to you coming on and spending all this time with us on an interesting day for ...
Bloomberg: Bloomberg Markets European Close
3/3/2020 4:50pm
... we are back with marilyn watson of blackrock and carl riccadonna of bloomberg economics. also joining us is bloomberg's matt bosler. what you think about what has happened? the fed cutting, the equity ...
Bloomberg: Bloomberg Markets European Close
3/3/2020 4:34pm
... indeed. kailey leinz wrapping up the european session, finishing in positive territory. as she says, we are starting to see a different situation in the united states. we are back with marilyn watson of blackrock and bloomberg's ...
Bloomberg: Bloomberg Markets European Close
3/3/2020 4:22pm
... opportunities as they come through. isnie: marilyn watson sticking with us and michael mckee as well. -- andnomics and corsi policy correspondent is also ...
Bloomberg: Bloomberg Markets European Close
3/3/2020 4:15pm
... let's bring in bloombergs michael mckee. strategy,ad of global marilyn watson. ...
Bloomberg: Bloomberg Markets European Close
2/5/2020 4:23pm
... fundamentals into account, maybe the signals are slightly different than you would have seen in previous cycles. to leave itave there, but thank you for joining us. marilyn watson is head of global ...
Bloomberg: Bloomberg Markets European Close
2/5/2020 4:17pm
... gupta.ika this is bloomberg. guy: thank you very much, indeed. we are back with marilyn watson of blackrock. commodity markets and fixed income sending very different ...
Bloomberg: Bloomberg Markets European Close
2/5/2020 4:10pm
... that have been put in place in the u.s., as well as china, because of this, that will help the u.s. as well. vonnie: we have a lot more to talk about. staying with us is marilyn watson of blackrock. guy: let's check on the global ...