Bloomberg: Bloomberg Daybreak Asia
4/26/2024 0:40am
... above $.65 this week because we had a higher inflation print. the rba -- do you see a bit of aussie dollar strength in the future? steve: look, aussie dollar, and ...
Bloomberg: Bloomberg Daybreak Asia
4/26/2024 0:40am
... what is your outlook for the euro? steve: well, we think they are going to cut in june. we think they will continue to cut through the year and that we will probably see differentials with the u.s. widen. we expect the euro to go down to ...
Bloomberg: Bloomberg Daybreak Asia
4/26/2024 0:38am
... growth. pushing out the rate cut bids even more. where do you see the dollar going? where do you see the young going in this kind of environment? it seems like it will be more of the same no matter what policymakers say. steve: i think that the slowdown ...
Bloomberg: Bloomberg Daybreak Asia
4/26/2024 0:36am
... did hear from the finance minister earlier this morning, saying they are keeping a close watch on the currency. they have been saying that for a very long time now. when is the time to act and stop talking, and would it make a difference? steve: well, i think the time to ...
Bloomberg: Bloomberg Markets
4/24/2024 4:21pm
... investment to make it happen. you are right, senator ron wyden suggested that he would actively try to stop steve mnuchin from ever taking ownership of the platform. it just raises these other questions as to who would be allowed to buy it without ...
Bloomberg: Bloomberg Markets
4/24/2024 4:20pm
... ban, how do you think about who owns it? a lot of the silence is coming from the steve mnuchin team, where there had been a possible idea of a big sale. even in congress it looks like there could be pushback with the likes of senator ron wyden. kailey: the first thing to ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:24am
... have met with a lot of chinese officials. there have been a lot of talks. do the diplomats in china speak with president xi jinping after speaking with u.s. officials? steve: there is no doubt there is hardly a unified approach ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:23am
... the ev tariffs, more that are coming down the line, the probe into the shipbuilding sector, the tiktok ban that will get a vote today in the senate. which is top of mind for beijing? steve: there is no doubt, on paper, the relationship is ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:21am
... china does not. we have out-invaded china.' -- we have out-innovated china.' steve: there are tech experts ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:13am
... cheaper. jonathan: i totally agree. that was steve chiavarone. perfect. pepsico beat on the top and bottom line. pretty solid international growth as well. not a big move in the stock. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:13am
... i would agree that this is one as well. it is not necessarily a pocketbook issue but it is a handbag issue for many american consumers. jonathan: that was good. steve: i think it is terrible and handbags should be much ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:12am
... the consolidation in the fashion industry and whether you think that this is going to harm the american consumer. how do you factor this into your investment thesis? steve: given the mood around this table before going on the air, i would not dream of ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:11am
... risks squeezing margins? steve: we were talking about this yesterday. if you think about where you are versus the beginning of the year, you have energy prices higher than you would have expected. you have overall inflation which has stabilized. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:11am
... is reaccelerating and we are back in a hike scenario. we are not there yet. jonathan: if it is sticky mud that is good for stocks? steve: sticky is ok. you are probably grinding longer. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:10am
... actually -- a 20% probability that there could be a hike? steve: they have gone through so much of the political capital in the market for cuts that now they are being delayed and putting through. to do an about-face, you need to ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:09am
... 6000. steve: at the risk of sounding right again, [laughter] i'm not going to lie. jonathan: that was beautiful. steve: that was a live tv moment for you. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:08am
... and the strong companies will keep struggling. steve: we are not there yet. we came into this year with a one or two cut forecast. the question is will there be two. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:07am
... to 5%, you are saying that does not provide much competition or the competition is in the process of peaking? steve: if you look at where cash yields will be, when you hit rate cuts, those yields will come down. as you look at where the 10 year ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:06am
... steve: that's right. you have the ingredients for a pullback. we are probably in the middle. i think you have a lot of folks that are itching to get in the market. it is an old term but cash ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:06am
... attractive opportunities to add to equities as the market marches toward our longer-term 6000 target. steve is with us in new york. you said it was hard to sound this market. is that still true? ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:06am
... andrew hallman horst of citibank. the s&p 500 bouncing back above 5k. steve chevron saying this, while we recognize markets might be choppy, we view pullbacks as ...
Bloomberg: Bloomberg Markets
4/19/2024 2:51pm
... period that i worked on with steve ratner when general motors and chrysler were staring off the ledge of bankruptcy -- and they did not liquidate. they rebounded in michigan. we cannot have an electrical ...
Bloomberg: Bloomberg Markets
4/18/2024 2:53pm
... conversation. our thanks to paschal donohoe. who else do we have coming up? david: we have steve ratner at 6:00 p.m., he's in charge of president obama's task force we will also talk with a member of ...
Bloomberg: Bloomberg Markets
4/15/2024 2:51pm
... shift gears. jonathan klein who used to run cnn, now runs hang media. and then on friday we are going to be joined by steve ratner to talk about electric vehicles which are very much in the news, particularly today given what is going on with tesla. ...
Bloomberg: Bloomberg Markets
4/11/2024 4:56pm
... it is one of the splashes we see in our story today that it is the most high-profile external money manager the firm has hired. he's someone who made a name that burden howard, had his own hedge fund, backed by steve ...
Bloomberg: Bloomberg Technology
4/11/2024 3:26pm
... unionization upsets that balance that the company has enjoyed her as long as it has under tim cook and steve jobs. this is not something that apple wants. i think they are happy that out of the 270 retail stores in the ...
Bloomberg: Bloomberg Surveillance
4/11/2024 11:33am
... more humble and steve yesterday called that a hot landing and whether or not the fed and potentially will hear from the fed president whether or not they will have to accept a two to 3% inflation landing to cut ...
Bloomberg: Bloomberg Surveillance
4/11/2024 10:19am
... the iranians. the iranians would look weak if they do not respond.' steve is with us -- stephen is with us. ...
Bloomberg: Bloomberg Surveillance
4/11/2024 10:10am
... the sand of intervention and here we are at 153. steve said a hot print would mean fighting market fundamentals, that is a difficult intervention proposition. ...
Bloomberg: Bloomberg Daybreak Asia
4/11/2024 0:19am
... infrastructure, critical minerals, semiconductors, and renewable energy. i think president marcos is also expected to have a bilateral summit -- bilateral meeting with biden on the fringes of the summit. annabelle: and steve, off the ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:55pm
... energy, food, goods, everything else, is not inflationary. we have a competitive economy. everybody wants to raise prices but are scared to. jon: i'm afraid i have to wrap it up. steve alongside j.p. morgan's ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:47pm
... public difference but i don't think it will make as much of a difference inside the fed in part because of what both david and steve were saying about the idea that this is not driven by a particular thing but by several broader categories. ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:37pm
... creates this question of how much more could inflation rise? from your perspective, steve, do you think this data raises the proposition of a hard landing because it forces the fed to stay high even if you see some weakening on the margins? ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:35pm
... everything in g10. to break this down, steve and david. steve has been talking about the fed wanting to cut but the data is not cooperating steve has been talking about the fed wanting to cut but the data is not cooperating. ? the door you heard was the ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:26pm
... it's going to take a lot for something like that to happen. sit tight. the inflation data four minutes and 25 seconds away. we will catch up with steve, david kelly. those two reacting to the numbers as mike mckee reacts. ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:03pm
... inflation number. lisa shalett on her outlook, steve on my rate cuts are not guaranteed, and david kelly online the timing of cuts is crucial. cpi data just around the corner. ...
Bloomberg: Bloomberg Surveillance
4/10/2024 11:56am
... another face-off. david talking about how this is real, steve more on the same page as tom. cpi just around the corner. 34 minutes away. equity futures positive. ...
Bloomberg: Bloomberg Surveillance
4/10/2024 11:56am
... lisa, james, steve, david, with steve and david having different views on what the fed should be doing and how they view incoming inflation data. that's coming up. i am looking forward to ...
Bloomberg: Bloomberg Surveillance
4/10/2024 11:02am
... fed that's more heavily weighted to the employment. jonathan: steve has been sangha pedley the federal -- steve has said repeatedly the fed will want to cut. how long before you stop calling them bumps in the road? lisa: i love that comment. ...
Bloomberg: Bloomberg Markets
4/5/2024 2:22pm
... as far as to say you will see a reignition of inflation, but you think that investors should be hedging that the next move is a hike? steve: it's possible. in general, you mentioned hedging. we have earning season coming in couple of weeks, the seasonality ...
Bloomberg: Bloomberg Markets
4/5/2024 2:21pm
... the pump and inflation expectations and the fed has to care in an indirect way. steve: i understand why they focus on core pce deflator. i get it. food and energy are volatile. ...
Bloomberg: Bloomberg Markets
4/5/2024 2:20pm
... crude back up to $87 a barrel or so. that feels like that could matter for equity markets. steve: it can and it showed. equity traders are terrible. oil traders are pretty good at it because their life ...
Bloomberg: Bloomberg Markets
4/5/2024 2:19pm
... change in the months to come? steve: we could, but historically stock traders are awful at pricing and geopolitical risk. it is the last group of people you want to ask about geopolitics. to some extent, as investors we ...
Bloomberg: Bloomberg Markets
4/5/2024 2:11pm
... steve: in phase energy is down over 5% right now. this is a solar tech and clean energy company that produces ev devices. they downgraded yesterday from citi cutting to neutral. ...
Bloomberg: Bloomberg Markets
4/5/2024 2:09pm
... we are currently at 16.5 on the vix. we haven't seen this level for a while. what do you make that we are starting to see volatility come back at a broad index level right now? steve: number one, that people are getting a more healthy ...
Bloomberg: Bloomberg Markets
4/5/2024 2:08pm
... at a 250 annualized volatility.' how brave you have to be to do something like that? steve: you need a high risk tolerance. there is stuff priced and that helps you do it. the market makers are not ...
Bloomberg: Bloomberg Markets
4/5/2024 2:06pm
... to getting around that, you aren't a big fan? steve: there is no free lunch. if you buy puts it avoids the vagaries of the stock lending market that's very volatile and ...
Bloomberg: Bloomberg Markets
4/5/2024 2:05pm
... resilient that you had rate cuts priced out and brushing it off. do see that dynamic changing?? steve: it has been changing. we came in with the rate can number them with the great conundrum. we were expecting a south ...
Bloomberg: Bloomberg Surveillance
4/5/2024 11:23am
... nervous because we had significant moderation in the second half of last year. that slowed. if that slows or goes the other way, that is when they will get nervous. lisa: i would love to weigh in on the steve englander point that people are looking to diversify away from the dollar. ...
Bloomberg: Bloomberg Surveillance
4/5/2024 11:21am
... only country with fiscal issues. their debt profile looks like everyone else's. annmarie: what other currencies are countries trying to avoid because of what's going on in u.s. policy when it comes to the dollar? steve: you know, i think if ...
Bloomberg: Bloomberg Surveillance
4/5/2024 11:20am
... how much is that behind the desire to sell and not buy as much as previously expected? steve: i think that it started with the geopolitical stance of the u.s. and willingness of using the dollar clearing system ...
Bloomberg: Bloomberg Surveillance
4/5/2024 11:18am
... outperform? there are increasing questions if the fed can cut at the same kind of people are saying that it's a given that the ecp will go in june? steve: i think that that logic is why we are where we are. with the dollar-euro around ...
Bloomberg: Bloomberg Surveillance
4/5/2024 11:17am
... follow suit. can we start with the fed? bostick and kashkari, how much company do they have on the f1 see? steve: they seem isolated. kashkari isn't a voter this year, so you -- so he can _ ...
Bloomberg: Bloomberg Daybreak Asia
4/5/2024 0:12am
... you. steve brice. argentinian president javier millet is looking for a softer turn when it comes to trade talks with china. this is bloomberg. do you want to close out? should i? normally i'd hold. but. taking the gains is smart here, right? ...
Bloomberg: Bloomberg Daybreak Asia
4/5/2024 0:12am
... those two drivers for us should lead to korean market outperformance in the next six to 12 months. haidi: steve, great to chat with ...
Bloomberg: Bloomberg Daybreak Asia
4/5/2024 0:10am
... it comes to the governance and belly up efforts it will take a number of years the way it has taken japan to get to this point. in the meantime, you see opportunities still? steve: i guess what we are ...
Bloomberg: Bloomberg Daybreak Asia
4/5/2024 0:09am
... steve: certainly our favorite market at the moment is still japan. we see a little bit of vulnerability coming through. what was interesting is when the bank of japan tighten -- _ ...
Bloomberg: Bloomberg Daybreak Asia
4/5/2024 0:08am
... this, do you think, buying opportunity? is good news actually good news? we had good results from samsung. this broader story still intact. steve: i think we are probably and a little bit of shaky water ...
Bloomberg: Bloomberg Daybreak Asia
4/5/2024 0:07am
... you are sticking with the expectation as much of the market is that we will see rate cuts this year, but do you see the repricing going on? do you think you will have to revisit the call in a few weeks? steve: i guess the answer to ...
Bloomberg: Bloomberg Daybreak Asia
4/5/2024 0:07am
... why wouldn't we cut rates? paul: our next guest expects the fed to cut rates starting mid year, leading to a range bound dollar. let's bring in a steve bryce, cio of standard chartered. ...
Bloomberg: Bloomberg Surveillance
4/3/2024 12:55pm
... lisa: is there effectively no substitute? steve wieting as of now -- mandeep: as of now, looking 12 months out, there's not. if something happens things will go to a standstill. ...
Bloomberg: Bloomberg Surveillance
4/3/2024 12:25pm
... for making this a long expansion. that's what will help financial markets. constructive. great to hear from you. steve wieting of citi on this equity market. allow us to set the stage. the economic data came out. ...
Bloomberg: Bloomberg Surveillance
4/3/2024 12:07pm
... steve joins us for more. let me go through that again. lower policy rates, slowing inflation, on a -- inflation, uninterrupted _ ...
Bloomberg: Bloomberg Surveillance
4/3/2024 12:06pm
... market? yields pushing it higher as well. the 10 year getting closer to 4.40%. closing out q 1, 4 .20%. very close to 4.4%. we will catch up with steve of ...
Bloomberg: Bloomberg Surveillance
3/28/2024 11:21am
... annmarie: xi jinping met with business leaders and steve schwarzman said the feeling i got is they are very open to attracting foreign capital. is there any lane you can see but this upcoming trip that we ...
Bloomberg: Bloomberg Markets Asia
3/28/2024 3:18am
... i want to return to some of the remarks steve was making. the two chinese officials both saying and calling for foreign investment. does china offer the transparency and regulatory ...
Bloomberg: Bloomberg Markets Asia
3/28/2024 3:16am
... heard from the head of china's legislature. what's he been saying? he's echoing xi's remarks to a great degree. steve: i think anybody in power right now, especially among the ...
Bloomberg: Bloomberg Markets Asia
3/28/2024 3:15am
... let's get details from our chief asian correspondent, steven engel. what are your take aways from xi's comments at the meeting? steve: i think the fact that he met with u.s. business leaders who stayed on a day or two after ...
Bloomberg: Bloomberg Daybreak Australia
3/27/2024 11:10pm
... standing right next to xi jinping. again, access is very key. as xi jinping himself said, exchanges are the key to rebuilding this fractured u.s.-china relationship. haidi: steve, we have already had some great conversations ...
Bloomberg: Bloomberg Daybreak Europe
3/27/2024 6:11am
... jinping would meet the u.s. delegation not only executives, but heck damien -- academia. blackstone's steve schwarzman ...
Bloomberg: Bloomberg Technology
3/22/2024 3:44pm
... i thought it was interesting they went there with that. what did you make of it? kim-mai: i think it is a tremendous day for the whole team there, for steve, for alexis. you know, that company in particular has a long history and close ties with sam altman, ...
Bloomberg: Bloomberg Markets
3/22/2024 2:36pm
... they've said rates will come down but not very soon. when you talk to commentator steve schwarzman about the cost of rents in the u.s. and rent make up about one third of the consumer price index which everybody stares at. ...
Bloomberg: Bloomberg Daybreak Asia
3/22/2024 0:20am
... tim cook designed that when steve jobs was running the company. the reach china has -- the reach apple has in china is very deep. haidi: staying on china, bmw is forecasting slower growth there ...
Bloomberg: Bloomberg Markets
3/21/2024 4:49pm
... steve huffman's compensation. that gives you a sense of the attitude toward this. we keep calling their just them combative but they are not friendly toward the management of the company reddit even though they love the platform. katie: when it comes to the odds ...
Bloomberg: Bloomberg Technology
3/21/2024 3:32pm
... i say them, i don't think that is steve huffman in a mascot suit. caroline: it would be great if it was, wouldn't it? ed: let's get some of the key numbers with kailey ruth. ...
Bloomberg: Bloomberg Surveillance
3/21/2024 10:53am
... in a mindset jay powell wants to raise policy seems determined. jonathan: steve said the same thing. this is a chairman that wants to cut interest rates. if i look across the curve right ...
Bloomberg: Bloomberg Markets
3/20/2024 2:46pm
... being able to speak with gravitas is powerful. david: goldman sachs is a recurring theme through your book. hank paulson, steve mnuchin, will we continue to have goldman sachs represented in the ...
Bloomberg: Bloomberg Surveillance
3/20/2024 12:19pm
... lows against the dollar after the boj and negative interest rates without clear guidance on further heights. steve majors with us here in new york. we've got to talk about this. proving not to be so ...
Bloomberg: Bloomberg Surveillance
3/20/2024 12:14pm
... equities, i think. jonathan: this is awesome, we will continue this conversation. steve is going to be sticking with us. let's get an update on stories. yahaira: boeing's warning regular scrutiny and a slower ...
Bloomberg: Bloomberg Surveillance
3/20/2024 11:56am
... is shifting and the story is shifting beyond that and i think that is something significant. jonathan: up next we will catch up with steve major of hsbc, jon of goldman sachs and david of ubs. ...
Bloomberg: Bloomberg Technology
3/19/2024 3:06pm
... it clearly illustrates nvidia's very much delivering on that front. ed: what were you most excited about from jensen? he's like being compared to steve jobs. he is the man of the moment. he wears his leather jacket. ...
Bloomberg: Bloomberg Surveillance
3/19/2024 11:26am
... about this event, maybe it would be a -- event in the same way the apple events used to be under steve jobs. lisa: there was so much hype. in the options market, i'm fascinated by the options market. jonathan: the bullishness? ...
Bloomberg: Bloomberg Surveillance
3/19/2024 11:24am
... sent valuations during. mandeep singh joins us for more. it felt steve jobs-esque. how much of that was a repeat of what we used to see from apple? ...
Bloomberg: Bloomberg Daybreak Asia
3/19/2024 0:32am
... time since 2007 when the meeting concludes in a few hours and potentially curve control program let's head back to steve in tokyo our next guest. it might be cliché, but it is ...
Bloomberg: Bloomberg Daybreak Australia
3/18/2024 11:01pm
... control and etf buying as hiking its key rate for the first time in 17 years. haidi: it is a busy day when it comes to the central bank docket. the bank of japan with steve in tokyo. ...
Bloomberg: Bloomberg Daybreak Australia
3/17/2024 11:05pm
... garfield reynolds. i will start off with you, steve. there are higher expectations from the boj after those wage increase numbers on friday. ...
Bloomberg: Bloomberg Daybreak Asia
3/15/2024 0:19am
... ambassador to china speaking with our chief north asia correspondent stephen engle. steve mnuchin says he has spoken to potential co-investors about buying tiktok. the former u.s. treasury secretary made the comment to cnbc but declined to give ...
Bloomberg: Bloomberg Surveillance
3/13/2024 12:31pm
... steve is basically saying that they want to cut. they want to cut. maybe the data is not on their side right now but could they move the goalpost? i think they could if they want to. lisa: they already have. one data point doesn't matter. two data points, ok, may become ...
Bloomberg: Bloomberg Surveillance
3/13/2024 12:31pm
... lisa: we are data dependent, so. jonathan: here's my issue, we are moving the goal posts. steve was right in the following sense. ...
Bloomberg: Bloomberg Surveillance
3/12/2024 12:45pm
... conversation. steve basically saying, no rate cut in 2024. david kelly is basically saying the federal reserve should get out of the way. ...
Bloomberg: Bloomberg Surveillance
3/12/2024 10:06am
... the number one new source for jens the -- gen z may still exist. i'm not sure what this means for some republican voters but washington may actually act this week. steve scalise says it has the ...
Bloomberg: Bloomberg Surveillance
3/11/2024 12:56pm
... lisa: we also just heard how it is not likely but it is looking more like a possibility given some of the strong data. annmarie: steve's big point is that he is looking more toward ...
Bloomberg: Bloomberg Surveillance
3/11/2024 12:55pm
... article coming back. great to catch up with you, ed ludlow. he will walk you through these issues later on this morning on bloomberg technology. tomorrow, lena richardson of adp, jp morgan, steve richutio. ...
Bloomberg: Bloomberg Daybreak Australia
3/10/2024 11:20pm
... are indivisible in a positive way and there are a lot of those in chinese politics at the moment. a lot of the time it looks as though we don't see anything and that is troubling. steve engle. let me jump in. ...
Bloomberg: Bloomberg Technology
3/8/2024 4:17pm
... caroline: channeling the inner steve jobs with a surprise. vr two, we have a leak on, but the r3, what do you think? ed: it is a crossover, and i am ...
Bloomberg: Bloomberg Technology
3/8/2024 4:17pm
... the company $2.2 billion in capital expenditures. this comes as its mass-market r2 model will be made in its existing farm in illinois. the ceo channeling his inner steve jobs, but the news was a change of plans. ...
Bloomberg: Bloomberg Surveillance
3/8/2024 1:13pm
... the battle to ban tiktok is heating up. house majority leader steve scalise said he would bring a bill to the floor next week that would force tiktok to sever ties with the chinese communist party. he called the bill critical to national security. ...
Bloomberg: Bloomberg Surveillance
3/8/2024 11:13am
... the battle to ban tiktok heats up yet again. steve scully said he would bring a bill to the floor next week would force tiktok to sever ties with the chinese communist party. he posted on x and called it critical for national security. ...
Bloomberg: State of the Union
3/8/2024 2:19am
... see the leadership of the house and senate. the majority leader in the senate, of course, chuck schumer, mitch mcconnell, steve scalise, and hakeem jeffries, the house minority ...
Bloomberg: Bloomberg Surveillance
3/7/2024 1:14pm
... combined investment. the bank will also sell nearly 60 million shares of stock at 192000 shares of a new series of stock yesterday, nyc be raised more than $1 billion from investors and in the former treasury secretary steve mnuchin. ...