Analysis: Interviews

CIG's Rubenstein Expects Housing Rents to Keep Rising

Clear Investment Group CEO Amy Rubenstein says apartment renting is more affordable than buying a house for now as construction costs keep on rising. She talks about the state of housing on...

'Desperate Attempt' To Lower Yields: Jonathan Levin

Bloomberg Opinion's Jonathan Levin joins Scarlet Fu on Bloomberg Real Yield. Treasury Secretary Scott Bessent said today that he's prepared to expand efforts to buy back costlier debt and that the...

Meta Is Now One of Microsoft's Largest AI Customers

Meta has quietly become one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service - and reviving concerns around circular business...

Bitcoin Roars Past $70,000 as Yields Sink, Trump Sparks Optimism

Bitcoin surpassed $70,000 for the first time in over two months, propelled by US Treasury Secretary Scott Bessent's move to push US bond yields lower and a high-stakes meeting President Donald...

US Set to Cut Tariffs on Canada Metals, Autos in Trade Deal

The tentative trade deal between the US and Canada would lower tariffs on certain Canadian exports of steel and aluminum to 25% and cut duties on Canadian auto exports to 15%, according to people...

Will 'Continue to See Dissent Under Warsh Fed' Says Jack Manley

Several Federal Reserve officials favored an interest-rate hike last month and many indicated that policy tightening would be necessary if inflation didn't decline, a record of the central bank's...

Why Walmart's Selloff May Be Overdone

Walmart shares slide after slower US sales growth, but Greg Melich, Evercore ISI Senior Managing Director, says the retailer still has powerful advantages. He joins Bloomberg Open Interest to...

We're Seeing a 'K-Shaped Bond Market' Says Guneet Dhingra

Market participants are warning that a lack of predictability when it comes to the US Treasury's debt management strategy could ultimately portend higher borrowing costs. Guneet Dhingra, Head of US...

Walmart Tumbles on Sales; Coty Falls on Forecast | Stock Movers

On this episode of Stock Movers: - Shares of Walmart tumbled ahead of the market open after the retail giant's quarterly sales fell short of expectations, a rare miss that's likely to stoke...

US 30-Year Bonds Erase Gains From Bessent's Buyback Plan

US bonds unwound all of the gains that followed Treasury Secretary Scott Bessent's plan to increase buybacks of longer-dated debt. The moves pushed the 30-year yield on Thursday back to levels seen...

ICE's Sprecher on Clarity Act, Polymarket Funding, Expanded Trading Hours

Intercontinental Exchange Inc. Chief Executive Officer Jeff Sprecher says the Clarity Act would help define rules about crypto. He also talks about ICE's $1.6 billion investment in Polymarket, a...

US 30-Year Bonds Erase Gains From Treasury's Buyback Surprise

US bonds unwound all of the gains that followed Treasury Secretary Scott Bessent's plan to increase buybacks of longer-dated debt, a sign that investors see it as only a short-lived remedy to curb...

US Public Debt Climbs Above $40 Trillion for the First Time

Total US public debt stood at $40.05 trillion as of the close of business Tuesday, a Treasury Department release on Wednesday showed, surging by a third in less than five years. Tyler Kendall...

Treasury Action Not a Fed Game Changer for September, Says Evercore's Guha

Krishna Guha, vice chair and head of central bank strategy at Evercore ISI, says the US Treasury Department's move to increase its planned purchases of outstanding 10-year to 30-year debt certainly...

Fed's Warsh Needs to Launch Operation Twist, Academy's Tchir Says

Peter Tchir, head of macro strategy at Academy Securities, calls the US Treasury Department's move to increase its planned purchases of outstanding 10-year to 30-year debt kind of mediocre and says...

Treasury Bond Fix Could Backfire, Warns JPMorgan

JPMorgan is warning that the US Treasury's surprise move to bring down long-term borrowing costs could make things worse. Scott Bessent's Treasury said yesterday it would at least double the size...

Ukraine's Grain Shipments Are at a Virtual Halt

Russian strikes on the key Black Sea ports of Greater Odesa have been a body blow for Ukraine's farming sector. The ports usually account for about 90% of the country's grain shipments, but flows...

Bessent Gets Short-Term Bond Market Win: 3-Minutes MLIV

Guy Johnson, Tom Mackenzie, Skylar Montgomery Koning and Paul Dobson break down today's key themes for analysts and investors on Bloomberg: The Opening Trade. ...

Younan: Regional Tensions Not New for Sovereign Funds

Strategic partnerships are becoming increasingly important for sovereign wealth funds in the Gulf region. Despite recent geopolitical volatility, Gulf SWFs have continued investing actively, in an...