Bloomberg: Bloomberg Markets
5/8/2024 4:44pm
... speaking this morning bringing us to the stock of. the. hour you can even e-commerce company -- stock of the hour. the e-commerce company sales outlook suggests that the growth story could be cooling. bloomberg's john joins me from ...
Bloomberg: Bloomberg Surveillance
5/8/2024 12:41pm
... problem for the economy. i think it is a big help to have people filling these jobs that are difficult to fill. anne-marie: when john talks about the line of cooling versus serious deterioration, whatever looking at in terms of what the ...
Bloomberg: Bloomberg Surveillance
5/7/2024 12:36pm
... many gloom. jonathan: minneapolis that president kashkari sticking to bloomberg tv 1:15 eastern time this afternoon. do not miss that conversation. this coming after comments from tom barton and new york fed president john williams saying ...
Bloomberg: Bloomberg Surveillance
5/7/2024 10:54am
... the difficult position you do not want to be in as a policymaker, that is the skill in these markets. lisa: in the meantime the second and third tier banks -- as john would call them -- we got the bank of sweden. ...
Bloomberg: Bloomberg Surveillance
5/7/2024 10:48am
... economy. we will make our decisions based on that. jonathan: new york fed president john williams singh there'll be rate cuts and richmond fed president saying the full impact of rates yet to come. ...
Bloomberg: Bloomberg Surveillance
5/7/2024 10:04am
... it is not like people are saying let's go back to seven rate cuts. at the same time what we heard yesterday from john williams as well as from tom barton of the richmond fed endorsing fed chair jay powell's view. ...
Bloomberg: Bloomberg Daybreak Europe
5/7/2024 5:53am
... tom: and that was newark's fed president john williams on his expectation as to where the fed goes from here. beats coming through from unicredit and ubs as well. dropping out 5:45 u.k. time. it was a be in terms of first quarter on net income, profit, ...
Bloomberg: Bloomberg Markets
5/6/2024 4:56pm
... of crowded right now? john: absolutely, absolutely. one, it's crowded, and it became doubly crowded with the broadly syndicated market reopening. getting back to that regulation, there are so many companies and ...
Bloomberg: Bloomberg Markets
5/6/2024 4:55pm
... john: what the banks, it similar, because it they need to hang onto fees streams. these smaller banks collapsing, saying that you cannot make as many loans or hold onto as many loans as possible, and instead ...
Bloomberg: Bloomberg Markets
5/6/2024 4:55pm
... credit platform. joining us with more is john sage, one of our key private credit reporters here at bloomberg. you have been very busy on your beat lately. we have seen a lot of these deals popping up recently. how does this one compared to others you have seen? ...
Bloomberg: Bloomberg Surveillance
5/6/2024 12:38pm
... and you talk about how new york fed president john is likely to affirm powell's concerned concern about the labor market. increased focus on the employment. ...
Bloomberg: Bloomberg Surveillance
5/6/2024 10:04am
... lisa: this week, a very exciting week. there is kind of an absence, as john the same come of u.s. data. -- we do get the sloughs. we also hear from john williams in california, where we will be ...
Bloomberg: Bloomberg Markets Asia
5/6/2024 3:15am
... i want to start up with some of those remarks from austin, always consistent if nothing else. a data-dependent. we heard from john williams saying inflation is heading lower, but the question is when ...
Bloomberg: Bloomberg Daybreak Asia
5/6/2024 0:49am
... conference, the second annual mobility event today. stay tuned for discussions and including the head and cofounder of the autonomous tech firm, john. a quick check on markets, japan ...
Bloomberg: Bloomberg Surveillance
5/3/2024 11:01am
... lisa: especially after what a lot of people thought was a surprising press conference from jerome powell. there was a feeling from other fed participants that they were more hawkish than he let on. john williams entertaining the prospect of a rate hike. we didn't hear that from powell. ...
Bloomberg: Bloomberg Surveillance
5/3/2024 10:36am
... into that. policymakers. jonathan: will be speaking a little bit later with michael mckee and we will hear from john williams as well. where do we expect there to be division with what chairman powell said in the news conference, what topic do you ...
Bloomberg: Bloomberg Daybreak Europe
5/3/2024 5:46am
... in local elections. jeremy heintz prepared everyone, saying he was braced for losses. another expert in the u.k., john ...
Bloomberg: Bloomberg Markets
5/2/2024 4:34pm
... by the way, the thursday jobless claims was 208000, which is really, really low. i know that we are worried about not as many john added when you look at the unemployment claims, see that data, we are still in ...
Bloomberg: Bloomberg Surveillance
5/2/2024 12:03pm
... stocks how much do you end up sort of fostering this inflationary cycle. annmarie: john authers tals about this in his column. the fact that in hindsight it was prices paid that was a window to that inflationary scenario we saw in 2020 and ...
Bloomberg: Bloomberg Surveillance
5/2/2024 11:50am
... the downside. lisa: to follow on what john is saying maybe that's the case in the front-end. what about the long end. do you see that being more significant if there's more than the economy -- the mary admitting. _ ...
Bloomberg: Bloomberg Surveillance
5/2/2024 11:13am
... annmarie: now i know where you may have tried one, they announced an agreement to put them in hyatt hotels. the ones they can't sell. jonathan: i wish john was here to tell us that he has an ipad ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:44am
... we have been sitting here for the last two years saying there is this big stack of individuals with old iphones that are ready to go, this super cycle is coming and i'm still waiting. lisa: if john is the example, ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:43am
... now it's not. now it's not about showing people -- i have this. jonathan: are you saying that because everyone already has one? annmarie: at least we are not having a 6s, poor john. lisa: he has the capability to ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:36am
... like to. lisa: in davos john kerry said something honest, saying that this was a policy of necessity, not a policy of desire, which is a coherent message. if they really put it out there, people could get around the fact ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:13am
... that the bears were talking about. we just got through things. jonathan: 22 was a big year -- tough year for big tech. much better year, 23. john, good to catch up with you one day after the federal reserve decision. ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:12am
... changed. what is keeping you so busy? john: i want to be assured that nothing has changed. i'm always looking for surprises. 40 years in this business, this will be my 41st year, it just ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:12am
... the auto voice that tries to tell you how much they value you and tries to sell you all kinds of stuff. jonathan: we won't know the difference between a robot and a person? john: when you get to the person you say thank you for being there and tell your bosses that ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:11am
... it's the benefits of the growth aspect of the market within sectors and what it produces is beginning to help value. jonathan: this is banks making more money with less? john: it is and like any ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:10am
... john: that change is imminent. ai as it exists today is already helping companies navigate the tough transition environment. jonathan: can you give us an example? john: when you see value stories ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:10am
... being forced to upgrade. jonathan: oppenheimer pays for the newer iphone. i can see what kind of guy you are, john. [laughter] you said something interesting about the other 11 sectors. want to talk about that. the difference between ai ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:10am
... fortunately -- annmarie: why is that? john: two old. jonathan: got to upgrade. you are the problem with apple earnings. john: i have a 14, 14 for business. for personal i had a 6s and i ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:09am
... pullback, is that a moment for you to say by more and go deeper? john: we are not big buyers of the dips, but we are big buyers of babies that get thrown out with bathwater. we like technology. garp growth is the company's ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:09am
... like cyclicals? john: we do and we think you need to be exposed to technology, it's the big story here and it is one that is not only secular, but cyclical and can help all the sectors. annmarie: when we see moments of ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:08am
... specific stops -- stocks at oppenheimer. lisa: but what most people use? john: they are caught in a transition of going from a major part of their sales now beginning to disappear as a result of ideological ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:08am
... we have seen real distress, more disproportionately in the likes of amazon. how much of a water ship moment will the apple earnings be given the angst? john: as you know, they don't let me talk about ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:07am
... or do you see this as the market waking up to what you have been saying all along? john: i think the mayor -- market is waking up, which is highly flattering, but you don't want to get too positive. the market will always show you ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:06am
... john: more like what's happening now is reflective of what's been happening for the last two years, leading to an end of the tightening cycle is where we are headed. so, the other side of this will be some relaxation. ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:05am
... rates to remain at current levels for longer than expected rather than moving higher for longer. john is with us around the table. good morning to you. is the fed alive and well after that? i think it is, at least for ...
Bloomberg: Bloomberg Daybreak Asia
5/2/2024 0:04am
... greater confidence will take longer than previously expected. haidi: let's bring in steven ricchiuto, chief u.s. economist with mizuho securities. we are also john byers mixo das -- we are also joined by mixo ...
Bloomberg: Bloomberg Surveillance
5/1/2024 11:32am
... entertains hiking rates. if he says, we could see a conceivably in certain situations, it is something we are open to because we want to see the data and be data-dependent. we think it is unlikely but this is where we are going with this. which is somewhat what john ...
Bloomberg: Bloomberg Technology
4/30/2024 3:41pm
... successful when you could have a cleaner deal with and -- a company like apollo and sony. ed: john, thank you for your time. john: thank you. ed: coming up, pushing ahead to ...
Bloomberg: Bloomberg Technology
4/30/2024 3:39pm
... the assets that paramount global has. caroline: you are a value investor who looks at the value. you also say don't sell into chaos. what do you do if a deal with sky dance goes ahead? john: we been looking at all of ...
Bloomberg: Bloomberg Technology
4/30/2024 3:38pm
... paramount plus. i liked 'halo.' what do you like about their existing portfolio offering? caroline: you started in the right -- john: you started in ...
Bloomberg: Bloomberg Technology
4/30/2024 3:37pm
... your particular worry was the fact that three independent or members recently stepped down amid the m&a speculation. john: i have never in all of the ...
Bloomberg: Bloomberg Technology
4/30/2024 3:36pm
... john rogers of arielle investments. registry issues with the potential tieups, is that a concern for you? john: i think it's a modest concern for the large guys out there. i understand that people would ...
Bloomberg: Bloomberg Technology
4/30/2024 3:34pm
... directors committed to doing what's fair for all shareholders , so i'm hoping they will be able to get to the finish line. ed: what will this ownership structure m&a path change fix for paramount? john: apollo, ...
Bloomberg: Bloomberg Technology
4/30/2024 3:33pm
... you have help this idea that we should look at other authors -- offers on the table for a while. do you hold that belief, that other all -- other offers will be looked at? john: that is what we hear. ...
Bloomberg: Bloomberg Technology
4/30/2024 3:33pm
... successful in this industry. it seems like a marriage made in heaven. we would not rush to the altar with a smaller company that is not as proven as apollo and sony. ed: john, good morning. it's ed in san francisco. ...
Bloomberg: Bloomberg Technology
4/30/2024 3:32pm
... reports from paramount sky dance? -- paramount and skydance? john: we don't know enough. we've had some good information confirmed, but if this transaction really is focused on skydance, we think that may ...
Bloomberg: Bloomberg Technology
4/30/2024 3:30pm
... dance. we want to get to a key long-term investor and paramount who has been in there since 2006, who believes in the streaming opportunity and value of its content, john rogers, the co-ceo. ...
Bloomberg: Bloomberg Markets
4/30/2024 3:00pm
... coming up, john rogers. he joins 'bloomberg technology.' that does it for 'bloomberg markets.' i am katie greifeld, and this is bloomberg. from the heart of where money, power, and innovation ...
Bloomberg: Bloomberg Surveillance
4/30/2024 12:18pm
... close to a resolution. what are the prospects or chances of getting a deal today? not great, john. i think we have a ways to go. maybe antony blinken was right. ...
Bloomberg: Bloomberg Surveillance
4/30/2024 10:43am
... asking where financial conditions are if they are loose or tight. i am telling you he thinks that they are efficiently restrictive. lisa: john williams went there and john williams is dovish. he said the h word. i wonder if that paves the way ...
Bloomberg: Bloomberg Daybreak Europe
4/30/2024 5:05am
... adjective that characterizes his time. he was interim ceo taking over for john flint. he was named after a search and ...
Bloomberg: Bloomberg Daybreak Asia
4/30/2024 0:19am
... europe. haidi: our greater china senior executive editor john liu there. a big earnings week for china. financial woes continue to mount, the embattled developer ...
Bloomberg: Bloomberg Daybreak Asia
4/30/2024 0:18am
... and there has been a flurry of high-level meetings with the u.s. and now we are hearing he is headed to europe. are these trade relationships more important than ever right now? john: i think they are extremely important, given how weak the ...
Bloomberg: Bloomberg Daybreak Asia
4/30/2024 0:17am
... a seasonal argument or is this part of a trend? john: i think there is a trend beginning to form. in march we got the first positive reading from manufacturing pmi in six months. it was an expansion, 50.8. ...
Bloomberg: Bloomberg Daybreak Asia
4/30/2024 0:17am
... greater china senior executive editor john liu. we are expecting pmi's to ease off a little in the month of april but there were a few days off in april, some public holidays. so can we explain this away with ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:18am
... we want china's economy to grow. but the way it grows matters. secondary blinken meeting with -- discussing every thing from russia to iran but not tiktok. joining us to discuss is john lever. there was a meeting between the ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:04am
... highlights how much there is out there. new high for the session for the month, for the year, for the last four decades. coming up, emily rowland of john hancock, john lever of eurasia ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:57am
... reserve won't hike in september even if they have a reason to. i'm sure a lot of you have thoughts on this. in the next hour bloomberg surveillance, john lieber of eurasia group. and alliance bernstein coming up ...
Bloomberg: Bloomberg Surveillance
4/25/2024 12:23pm
... john does this all the time if you are about to fly, block your ears. do we have any evidence people are flying less frequently because of the safety concerns or is this ongoing in the political and business for that has not percolated down into ...
Bloomberg: Bloomberg Daybreak Asia
4/25/2024 0:48am
... so we have to make the best of it through this period here until we get to the second generation vehicles and we will continue to manage that and optimize across the country -- company. paul: that is the ford cfo john lawler speaking to bloomberg's ...
Bloomberg: Bloomberg Daybreak Asia
4/25/2024 0:47am
... do you see any hope of improvement in that business this year? john: we are segmented, so we are different than many of our competitors. so you have the transparency about where we are at with our electric vehicle business relative to our commercial ...
Bloomberg: Bloomberg Markets
4/24/2024 2:46pm
... coming up, john lawler joins bloomberg tv at 4:00 p.m. new york time. this is bloomberg. katie: time for the daily wall street we conversation. energy has been among the more ...
Bloomberg: Bloomberg Daybreak Asia
4/24/2024 0:32am
... the wall street journal that washington is preparing reports that would sever china from the world financial system. i imagine that would make for an interesting conversation if it is correct rate john: this is an ...
Bloomberg: Bloomberg Daybreak Asia
4/24/2024 0:31am
... secretary of state antony blinken is due to arrive. let's bring in the greater china editor john. we rarely see china holding such briefings before a top u.s. official visits. is there anything to draw in ...
Bloomberg: Bloomberg Daybreak Asia
4/23/2024 0:19am
... encouraging consumers to upgrade equipment including electric vehicles, what will it cost? john: government will offer incentives to buyers to compel ...
Bloomberg: Bloomberg Daybreak Asia
4/23/2024 0:18am
... tiktok given it means the approval of regulators? john: beijing blocking tiktok from selling its business is high and there's a lot of politics in the u.s. and in ...
Bloomberg: Bloomberg Daybreak Australia
4/22/2024 11:47pm
... house senior claimant advisor john podesta, with bloomberg's annmarie hordern. staying on those efforts to reduce emissions, bloombergnef's latest annual assessment shows 20 to 20 -- the g20 climates _ ...
Bloomberg: Bloomberg Daybreak Australia
4/22/2024 11:43pm
... paul: junheng li, founder and ceo at jl warren capital, thank you for joining us with your insights. still to come, u.s. claimant advisor john podesta weighs in on china's capacity in green tech and relook at how trade negotiations are playing into the energy transition, next. this is bloomberg. ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:03am
... beginning with the treasury yield higher by three to four basis points. lisa, you mentioned at the previous hour, fed speak. what did we learn last week from fed officials? lisa: the fact that john ...
Bloomberg: Bloomberg Daybreak Asia
4/22/2024 0:39am
... dubai is a more realistic option. paul: john malawi, thank you so much for joining us. let's look at how we are tracking on markets at the open we were wondering if investors with that on the sidelines today. ...
Bloomberg: Bloomberg Daybreak Asia
4/22/2024 0:18am
... their military since 2015. it will affect cyber warfare. for more, let's bring in john lu who joins us in hong kong. how much is this about preparing ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:11pm
... john: i like how you phrase that, trades. we tell investors not to think about that in the long term. don't try to time the market. a lot of people thought they would stay in cash and be good ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:10pm
... meaning we need to think about higher for longer. sonali: john, what is the trade at this point? investors recalibrated expectations for rate cuts. where do you go from here? ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:08pm
... because with safety do you consider treasury safe anymore given the volatility seen? john: they are safe from a credit perspective but if you want more interest rate duration or sensitivity in your portfolio, you should look at agency ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:06pm
... outside of safer treasuries? john: clients want solutions, right? that's the business. a lot of people know me as a portfolio manager on the chip -- aaa cto, crossing the billion ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:06pm
... puts a lot of pressure on fixed income. i think that we will see potential for that being higher and is going to be more of a new normal. sonali: what's the readthrough for risk assets? john, how does this change the way clients put money to work ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:06pm
... perspective we have seen the theme of sticky inflation with potential for higher for longer for quite some time and this makes sense. going back to what john just said, we have seen continued high volatility in fixed income with continued persistent ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:04pm
... what risks are being priced in regarding getting in at these levels? interesting -- john coleman interesting quest -- john: never have so many people been so ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:04pm
... in general the signals have been strong all year, short fixed income, saying higher for longer from a technical perspective. sonali: john, how do you think about this dynamic from the perspective of travel? ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:03pm
... restrictive policy further time to work and let the data and evolving outlook guide us, come what may we remain strongly committed to returning inflation over time to 2%. sonali: joining us now is kayla and john. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:39am
... that credit conditions are what matter, not with the fed funds rate is. john williams and lori logan were coming out about six months ago and talking about there might be a recession because the interest rate goes up as inflation comes down. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:38am
... if you want to go to 2%. i am actually calm with the fed letting it stay roughly where it is in saying it's a two-sided risk as john williams started to say. i would be ok with that but i believe the monetary conditions ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:05am
... few weeks. lisa: john williams was the one who seemed to exemplify that the most, given he is so devilish and entertain the idea of hiking -- he is so dovish and entertain the idea of hiking rates. neel kashkari talking that there ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:31am
... we just get the feeling the conversation, maybe not the conclusion, but the conversation is changing at the federal reserve based on the commentary we have had over the last few days. jonathan: the john williams note -- lisa: the john williams note ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:05am
... kind of language they know exactly what they are doing. are they pushing for tighter financial conditions? lisa: i will say that this is a pivot from the pivot. this is john williams, one of the bigger doves on the committee, coming out and ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:04am
... thoughts that there might not be cuts until 2025. john williams entertaining the idea that if inflation demands it they can put interest rates higher. i'm not suggesting they hike, but i think they know what they are doing. when a fed official uses that ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:04am
... in the fed speak. i do not think the base case has shifted. let's pick out those two policymakers in the last 24 hours. john williams and neel kashkari of minneapolis. neel kashkari entertaining the ...
Bloomberg: Bloomberg Daybreak Europe
4/19/2024 5:12am
... thank you for the reaction to the story. thank you. to the macro, a new york fed president john williams saying there is no rush to lower interest rates. the geopolitics, but markets ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:55am
... in the chinese stock market and korean stock market. haidi: asian stocks reporter john cheng with renewed efforts from chinese policymakers. take a look at how futures are shaping up. ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:54am
... where japan is just starting to come to tuition, is this fair? john: this is john extra attention, we have the eb ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:52am
... let's bring in john chang. tell us more about this guideline and how it is different from previous rhetoric? john: so this is wants in a decade guidelines by chinese ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:04pm
... neel kashkari come about saying no chance of a rate cut any time soon. there's also the question of whether they should be raised instead. that's something we heard from new york fed president john williams about. take a listen. my expectation is that ...
Bloomberg: Bloomberg Markets
4/18/2024 4:51pm
... in a balanced view and a stock that has seen a significant run-up. coming up next, a blackstone coo who says they are hiring. more from a conversation with john gray, next. this is bloomberg. sonali: earlier today we heard from jon gray, blackstone ...
Bloomberg: Bloomberg Markets
4/18/2024 4:09pm
... estate at scale. sonali: the new york fed president john williams joins other fed officials and saying that he's in no rush to cut interest rates until the data warrants it. let's bring in jennifer lee. the firm just lowered their ...
Bloomberg: Bloomberg Markets
4/18/2024 4:02pm
... alternative asset manager, lower after missing estimates for inflows and assets. blackstone collected more fees from big retail funds and credit strategies during the quarter and earlier today ice oak with john gray about the results. what we tend to focus on is ...
Bloomberg: Bloomberg Markets
4/18/2024 2:38pm
... the middle-market brokerage space. marsh agency's or middle-market business. you completed some acquisitions there as well. you see more m & a in the future. john: it's been an important value creator for us. ...
Bloomberg: Bloomberg Markets
4/18/2024 2:38pm
... the top of the list right now because you list it off a whole bunch of concerns. john: i heard of the wall of worry line and i think that's quite apt. but in my conversations with ceos and talking to our ...