Market Analysis : Interviews
Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps
On Bloomberg Real Yield, Maureen O'Connor, global head of high-grade debt syndicate at Wells Fargo Corporate & Investment Bank, and Amanda Lynam, head of macro credit research at BlackRock , talks...
December 12, 2025 at 05:40 pm EST
"Real Yield" Debate on Credit: Own or Not Own?
On Bloomberg Real Yield, Alexander Wolf, global head of macro and fixed income strategy at J.P. Morgan Private Bank, and Mike Contopoulos, deputy chief investment officer at Richard Bernstein...
December 12, 2025 at 05:35 pm EST
Fintech, AI Very Strong in UK: British Business Bank CEO
The UK economy is at risk of its first quarterly contraction since Labour returned to power, after growth disappointed again by shrinking ahead of Chancellor of the Exchequer Rachel Reeves'...
December 12, 2025 at 05:00 pm EST
'It's End of Year Jitters': Allspring's Patel Not Worried About AI Stocks
Margie Patel, senior portfolio manager and head of Capital Allocation at Allspring Global Investments, joins Ed Ludlow and Caroline Hyde to discuss concerns around returns on AI investments in the...
December 12, 2025 at 04:52 pm EST
Broadcom Slides as AI Backlog, Margins Scrutinized
Broadcom , a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors' lofty...
December 12, 2025 at 04:44 pm EST
Analysts Raise UiPath Price Targets Post-Earnings
UIPath , a robotics automation software company, has seen its shares rise close to 40% this year due in large part to the company's large customer base over several industries, spanning from...
December 12, 2025 at 04:35 pm EST
Oracle's $300B AI Bet Becomes Bubble Barometer
Oracle Corp. has pushed back the completion dates for some of the data centers it's developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people...
December 12, 2025 at 03:36 pm EST
China Plans Tougher Regulations Amid Carmaker Price War
As US car prices rise, China is facing the opposite problem. China's market regulator has issued new draft guidelines aimed at stopping automakers from pricing vehicles too cheaply and curbing...
December 12, 2025 at 03:02 pm EST
Trump Expected to Label Pot a Less Dangerous Drug
President Donald Trump is expected have his administration move to reclassify marijuana as a less dangerous drug, according to people familiar with the matter. This has been good news for pot...
December 12, 2025 at 02:50 pm EST
Trump Is Willing to Help With Ukraine's Security
President Donald Trump says he's willing to help with Ukraine's security if there's a deal to end the war with Russia. Yeah, we would help, Trump told reporters Thursday in the Oval Office. We...
December 12, 2025 at 02:41 pm EST
White House AI Czar Sacks on Trump's AI Executive Order
President Donald Trump signed an order aimed at thwarting state-level regulation of AI through lawsuits and funding cuts, handing a win to tech industry leaders who've pressed for preemption of...
December 12, 2025 at 02:37 pm EST
Fed's Goolsbee Says Dissent Wasn't About Being a Hawk
Federal Reserve Bank of Chicago President Austan Goolsbee says he just wants to be sure inflation is coming down, not that the Fed can't consider rate cuts for a long time. Goolsbee speaks at the...
December 12, 2025 at 01:09 pm EST
Too Soon to Tell Who Winners Are in AI, Misra Says
JPMorgan Core Plus Bond ETF Portfolio Manager Priya Misra says it's too soon to say who the winners and losers are yet when it comes to artificial intelligence stocks. That's why she says it's so...
December 12, 2025 at 11:11 am EST
Fed's Hammack Prefers 'Slightly More Restrictive' Rates
Federal Reserve Bank of Cleveland President Beth Hammack said policy at the moment is right around neutral, but she would prefer interest rates to be slightly more restrictive to keep putting...
December 12, 2025 at 10:45 am EST
Duckhorn CEO Touts Quality as Popular Wine Brand's Key Driver
The Duckhorn Portfolio is among North America's premier luxury wine companies, with a history dating back nearly 50 years. The company's wines are available throughout the United States, on five...
December 12, 2025 at 10:31 am EST
Earnings Show Opportunities Outside Mag Seven, Liz Ann Sonders Says
Liz Ann Sonders, chief investment strategist at Charles Schwab , explains why earnings can push equities higher next year in an unstable macro environment.
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December 12, 2025 at 09:58 am EST
Fed's Goolsbee, Schmid Offer Reasons for Rate Cut Dissent
Federal Reserve Bank of Chicago President Austan Goolsbee and Federal Reserve Bank of Kansas City President Jeff Schmid explained their reasons for dissenting against the US central bank's decision...
December 12, 2025 at 09:48 am EST
Softbank Weighs Data Center Group Switch in AI Expansion
SoftBank Group Corp. is looking at potential acquisitions including data center operator Switch Inc., as billionaire founder Masayoshi Son seeks to ride an AI-fueled boom in digital infrastructure....
December 12, 2025 at 07:26 am EST
Broadcom Shares Slide on AI Market Sales Outlook
Broadcom Inc. slumped after its sales outlook for the AI market failed to meet investors' expectations and unsettling commentary from Chief Executive Officer Hock Tan on a conference call with...
December 12, 2025 at 07:11 am EST
Goldman Sachs Says Inflation Should Normalize in 2026
Christian Mueller-Glissmann, asset allocation research head at Goldman Sachs , discusses the outlook for the economy and inflation in 2026. He speaks on Bloomberg Television.
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December 12, 2025 at 06:58 am EST
Brazil housing boom, flash in the pan or Lula's masterstroke?
Despite Brazil's interest rates being at 15%, the 8.5 million unit housing deficit, 50%+ middle-class penetration rate, and accelerating credit growth via Brazil's payments system have made housing...
December 12, 2025 at 10:27 am EST
Earnings Calendar from December 15 to 19, 2025
Welcome to the earnings calendar for listed companies on the week of December 15 to 19, 2025. Today's key announcements include results from Lennar Corporation, Micron Technology, General Mills,...
December 12, 2025 at 07:59 am EST
Donald Trump suffers setback in his strategy to take back control of the Fed
The reappointment of regional Fed presidents, announced yesterday, is a new setback for Donald Trump.
December 12, 2025 at 06:23 am EST
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