Wells Fargo Warns of 5%-10% Downside Risk to Equities
Ohsung Kwon, chief equity strategist at Wells Fargo, explains the “pretty negative setup” he sees for equities as he lowers his year-end target for the S&P 500 to 7,700. (Source: Bloomberg)
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Ohsung Kwon, chief equity strategist at Wells Fargo, explains the “pretty negative setup” he sees for equities as he lowers his year-end target for the S&P 500 to 7,700. (Source: Bloomberg)
Grace Peters, global investment strategy co-head at JPMorgan Private Bank, discusses the global selloff in bonds and why she sees equities as "the growth engine of the portfolio" even if rising yields place a "higher burden on earnings going forward." Peters speaks on Bloomberg Television. (Source: Bloomberg)
European equities face a high bar for a year-end rally as investor confidence hinges on one key factor: a robust outlook for corporate earnings.
Ursula Marchioni, Vanguard's Europe head of multi-asset and adviser solutions, discusses the bond market and how we are witnessing "redesign of fixed income benchmarks in portfolios." She also discusses the differences between US and European investors, saying that in the US there is "huge diversification and huge rotation" out of equities and into fixed income, but in Europe it is still an "untapped opportunity." Marchioni speaks on Bloomberg Television. (Source: Bloomberg)
Sharon Bell, equity strategist at Goldman Sachs, discusses the selloff in bonds and why she's positive on European equities. "15% earnings growth is pretty impressive," Bell tells Bloomberg Television. "European companies are global in their reach. They have a lot of exposure to lots of things you want at the moment," she adds. (Source: Bloomberg)
Marta Norton, Chief Investment Strategist at Empower, discusses the outlook for equities and retirement investing amid a bond selloff and rate hiking cycle. (Source: Bloomberg)
Liz Ann Sonders, Charles Schwab chief investment strategist, says there is no one asset allocation that makes sense for every investor. She says the firm is neutral on equities, less favorable on fixed income, and more favorable on commodities. (Source: Bloomberg)
Citadel Securities’ Scott Rubner is growing “increasingly constructive on what comes next” as US equities head into the final quarter of the year.
Bond traders have piled into bearish positions ahead of Wednesday’s Federal Reserve meeting. Bloomberg's Sunny Bangia and Tom Orlik break down the pressures weighing on equities as traders await the Fed's rate decision. (Source: Bloomberg)
US equity futures and Treasuries find some relief as investors await the latest inflation data for a signal on whether the Federal Reserve will raise interest rates next week. US diesel prices rose above $6 a gallon for the first time ever, raising the risk of further energy-driven inflation. The US marks 25 years since the September 11 terrorist attacks. Isabelle Mateos Y Lago of BNP Paribas joins "Bloomberg Brief" to look ahead to the CPI data. (Source: Bloomberg)
Markets can withstand a 25 basis-point interest-rate increase by the Federal Reserve, according to Marathon Asset Management CEO Bruce Richards. "The consumer is doing well, corporate earnings are doing well, the economy is doing well," Richards says on Bloomberg Television. (Source: Bloomberg)
A 10-year US Treasury yield of 5.5% represents the threshold at which higher borrowing costs would overwhelm earnings growth and begin to pressure equity valuations, according to Alain Bokobza, head of global asset allocation at Societe Generale SA.
Katherine Bordlemay, co-head of client portfolio management at Goldman Sachs Asset Management, expects to see a ``ping-pong of volatility'' continue in US stocks even as major indexes grind higher. She says stronger earnings have cushioned equities from rising US Treasury yields. She speaks with Dani Burger and Isabelle Lee on Bloomberg's ``Open Interest.'' (Source: Bloomberg)