News
Entertainment
Science & Technology
Life
Culture & Art
Hobbies
News
Entertainment
Science & Technology
Culture & Art
Hobbies
JPMorgan Sees Credit Risks Rising as Trade War Bites | Insights | Bloomberg Professional Services
Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk now in the market,” says Lisa Coleman, the firm’s head of global investment-grade corporate credit.
AI infrastructure spending resilient despite market pullback | Insights | Bloomberg Professional Services
AI semiconductor stocks fall due to valuation resets, not structural issues, Bloomberg Intelligence analysis shows. Rising hyperscaler AI spending boosts demand for GPUs and ASICs despite forecasted margin compression.
March Global Regulatory Brief: Risk, capital and financial stability | Insights | Bloomberg Professional Services
Recent periods of financial stress and the proliferation of risks across the financial system are fueling the development of regulatory initiatives to strengthen requirements and promote international best practice.
China Stock Rally Calls for Caution, Says BofA | Insights | Bloomberg Professional Services
Looming US auto tariffs are forcing tough decisions for the world’s biggest automakers, with firms already reeling from high borrowing costs and slower sales. Tesla’s been rocked by a political backlash and plunging sales, while Chinese EV manufacturers gain global market share and make big strides in autonomous driving. The levies – which could raise costs for companies and customers – present an existential threat to the industry, according to Steve Man, global autos and industrials research manager at Bloomberg Intelligence. He joins John Lee and Katia Dmitrieva to discuss the game-changing impact.
Magnificent 7 earnings outlooks stay bullish even under AI pressure, bear market | Insights | Bloomberg Professional Services
A detailed analysis of the Magnificent 7 reveals robust earnings outlooks despite recent volatility and China's AI gains. Discover how Bloomberg’s analytical tools help uncover forward-looking valuation trends.
Arca Continental optimizes hedge accounting with Bloomberg MARS | Insights | Bloomberg Professional Services
Following the acquisition of a bottler in the U.S., Arca Continental faced an increase in hedge transaction volume, making manual management inefficient and time-consuming. See how Bloomberg MARS Hedge Accounting helped to address these challenges.
Elite 55: The golden elites in motion | Insights | Bloomberg Professional Services
The Bloomberg Global Industry Elite 55 Index was created with the vision of measuring the performance of largest and profitable companies from each sector with a strategy that emphasizes overweighting sectors demonstrating high momentum.
Five tools to enhance your earnings season analysis | Insights | Bloomberg Professional Services
Delivering successful investment ideas depends on managing complexity and consistently outthinking the market. Discover the Bloomberg tools designed to help analysts save time and react quickly during earnings season volatility.
Trump Tariffs Could Break Global Auto Industry | Insights | Bloomberg Professional Services
Looming US auto tariffs are forcing tough decisions for the world’s biggest automakers, with firms already reeling from high borrowing costs and slower sales. Tesla’s been rocked by a political backlash and plunging sales, while Chinese EV manufacturers gain global market share and make big strides in autonomous driving. The levies – which could raise costs for companies and customers – present an existential threat to the industry, according to Steve Man, global autos and industrials research manager at Bloomberg Intelligence. He joins John Lee and Katia Dmitrieva to discuss the game-changing impact.
AI boom extends industrials demand cycle | Insights | Bloomberg Professional Services
Schneider, Siemens and industrial peers are set to benefit from demand for data-center electrical infrastructure surges 25% in 2025, hitting $58 billion and reaching a 12% CAGR to 2028, Bloomberg Intelligence analysis shows.
Bloomberg expands index suite measuring US short-duration Treasury Inflation-Protected Securities (TIPS) markets | Insights | Bloomberg Professional Services
Bloomberg announced the launch of the Bloomberg US Ultrashort TIPS 1-13 Months Index, which measures the performance of the US Treasury Inflation-Protected Securities (TIPS) markets with maturities from 1 month up to 13 months.
BNP Paribas and Bloomberg collaborate on Sustainability Hackathon empowering teams to innovate | Insights | Bloomberg Professional Services
The Sustainability Hackathon organized by BNP Paribas and Bloomberg earlier this year showcased the value of partnerships and cross-functional collaboration to uncover new ideas and generate innovative investment themes.
Is that the bottom? Recovering commodities, bonds vs. US stocks | Insights | Bloomberg Professional Services
A theme for 2025 might be the power of reversion. Commodity and US Treasury bond indexes show bottoming patterns from multidecade lows vs. the US stock market, Bloomberg Intelligence analysis shows.
Private Credit Value Flips to Europe, Says BC Partners | Insights | Bloomberg Professional Services
Amid heightened volatility in American capital markets, there are more attractive private-debt options elsewhere, according to alternative investment manager BC Partners. “In 25 years of doing this, it’s probably the first time we’re seeing actually decent relative value in Europe,” said Ted Goldthorpe, the firm’s head of credit.
How Can Companies Navigate the Rocky DEI Landscape | Insights | Bloomberg Professional Services
David Glasgow, executive director of the Meltzer Center for Diversity, Inclusion and Belonging at NYU, joins senior ESG analysts Gail Glazerman and Rob Du Boff to discuss the mounting pressure on corporate diversity, equity and inclusion
OpenAI, Meta Copyright ‘Fair Use’ Bids Risky | Insights | Bloomberg Professional Services
In this episode of Votes and Verdicts, Frankfurt Kurnit Klein & Selz partner Jeremy S. Goldman joins Bloomberg Intelligence analyst Tamlin Bason to discuss AI copyright issues and analyze how a recent rejection of fair use in an LLM dispute may influence pending cases.
Inside Arcellx's Revolutionary Approach to Cell Therapy | Insights | Bloomberg Professional Services
“The first decision I had to make when I joined was whether to continue this anito-cel program that now looks to be potentially best-in-class in myeloma,” Rami Elghandour, CEO of Arcellx, tells Bloomberg Intelligence analyst Sam Fazeli.
Tariffs, Debt Brake, Fed and ECB Impact on Credit: Credit Crunch | Insights | Bloomberg Professional Services
In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Global Head of Credit Strategy at Bloomberg Intelligence, and Pierre Krief, Head of Credit at CDC (Caisse des Depots et Consignations) discuss tariffs and debt brake effect on inflation, growth and central bank policy, its impact on global credit and the challenges of taking a directional view after big rates moves.
Fund With 76% Gain Says Market Wrong on Fed, China | Insights | Bloomberg Professional Services
Investors are pricing in several interest rate cuts from the Federal Reserve this year as growth slows and risks of a recession rise, but Gao Bin says they may be getting ahead of themselves. The CEO of Kaifeng Investment Management says the cuts will likely come -- but not until 2026. He's also taking a counter-narrative view on China, believing that consumer and tech companies will drive growth in 2025.
Regulatory Outlook: What deregulation and simplification mean for regulators in the UK, EU, and Middle East | Insights | Bloomberg Professional Services
While there is a new focus on deregulation and simplification for regulators globally, the regulatory landscape is likely to become even more complex as cross border divergence grows, timelines shift and implemented requirements are overhauled.
AllianceBernstein Says Private Debt Will Keep Its Edge | Insights | Bloomberg Professional Services
Private credit is getting squeezed by excess demand for limited deals, but AllianceBernstein says it will continue to pay more than publicly traded debt. “Even as base rates have come in, that premium remains fairly persistent,” said Matthew Bass, the firm’s head of private alternatives.
Global Cities Battle to Attract Family Offices | Insights | Bloomberg Professional Services
With more than 8,000 family offices globally managing an estimated $3.1 trillion in assets, it’s set to rival the hedge fund industry in size. Major financial hubs -- from London to Dubai, Hong Kong to Singapore -- are actively competing to capture a slice of this booming market. Dubai-based Ali-Abbas Merali, a partner at Azura Partners, discusses how and where the super-rich are investing their billions.
Dollar at Crossroads as Tariffs, Growth Path Evolve: FX Moment | Insights | Bloomberg Professional Services
In this episode of FX Moment, Bloomberg Intelligence’s chief G-10 FX strategist Audrey Childe-Freeman and Valentin Petrescou, senior portfolio manager at Lombard Odier Investment Managers, discuss the US dollar outlook amid an ever-evolving tariff narrative, with Petrescou arguing that a trade war scenario may not be all that dollar bullish in the current economic cycle.
Carlyle Flags ‘High Teens’ Middle-Market CLO Gains | Insights | Bloomberg Professional Services
The best credit opportunity lies in middle-market collateralized loan obligation equity, according to Carlyle. “It is a newer market and not everyone’s investing and chasing that asset class,” said Lauren Basmadjian, the firm’s global head of liquid credit.