Investors are reluctant to abandon the broader higher for longer narrative despite the downside surprise in June’s payrolls data. CFTC positioning showed the largest dollar long in more than a decade ahead of the release, yet the subsequent dollar selloff was relatively modest.

Dan Suzuki, iCapital Global Investment Strategist reacts. 

Investors are reluctant to abandon the broader higher for longer narrative despite the downside surprise in June&rsquo;s payrolls data. CFTC positioning showed the largest dollar long in more than a decade ahead of the release, yet the subsequent dollar selloff was relatively modest.
Dan Suzuki, iCapital Global Investment Strategist reacts.&nbsp;

Listen for top interviews from Bloomberg News. 

Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen for top interviews from Bloomberg News. Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen to top interviews from Bloomberg News.

Bloomberg Talks

iCapital's Dan Suzuki Talks Fed Minutes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3f4b703d-d28e-48cd-85fa-b48201041898/transcript

Randi Weingarten, American Federation of Teachers President, talks about integration of artificial intelligence in schools to help students and teachers. Weingarten stressed the importance of learning as opposed to letting AI take charge. She spoke to Bloomberg's Carol Massar and Tim Stenovec. 

Randi Weingarten, American Federation of Teachers President, talks about integration of artificial intelligence in schools to help students and teachers. Weingarten stressed the importance of learning as opposed to letting AI take charge. She spoke to Bloomberg's Carol Massar and Tim Stenovec.&nbsp;

American Federation of Teachers President Randi Weingarten Talks AI in Schools

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7e953138-0eb5-40f5-b8b9-b4c901748e0c/transcript

NFL players overwhelmingly prefer natural grass, citing comfort and player-safety concerns, even as the league maintains that recent injury data show no significant difference between grass and artificial turf. The NFL and NFLPA are moving toward stricter performance-based standards for all surfaces, while Buffalo’s new Highmark Stadium illustrates the challenge: its grass field met league compliance requirements but developed significant divots and had to be replaced before the regular-season opener. NFL field director Nick Pappas says the goal is consistency and performance rather than simply choosing grass or turf. He spoke to Bloomberg's Carol Massar, Tim Stenovec, and Randall Williams.

NFL players overwhelmingly prefer natural grass, citing comfort and player-safety concerns, even as the league maintains that recent injury data show no significant difference between grass and artificial turf. The NFL and NFLPA are moving toward stricter performance-based standards for all surfaces, while Buffalo&rsquo;s new Highmark Stadium illustrates the challenge: its grass field met league compliance requirements but developed significant divots and had to be replaced before the regular-season opener. NFL field director Nick Pappas says the goal is consistency and performance rather than simply choosing grass or turf. He spoke to Bloomberg's Carol Massar, Tim Stenovec, and Randall Williams.

NFL Field Director Nick Pappas Talks Push for Safer Playing Surfaces

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cfee6ef3-d7a3-4986-a257-b4c9017266ab/transcript

Henry McVey, partner, head of global macro and asset allocation and CIO of the KKR’s balance sheet, suggested the investors should shift to private markets as the traditional stock-bond diversification model breaks down under the pressure of geopolitical tensions and growing fiscal deficits. He spoke to Scarlet Fu and Tom Keene on “Bloomberg Money.” 

Henry McVey, partner, head of global macro and asset allocation and CIO of the KKR&rsquo;s balance sheet, suggested the investors should shift to private markets as the traditional stock-bond diversification model breaks down under the pressure of geopolitical tensions and growing fiscal deficits. He spoke to Scarlet Fu and Tom Keene on &ldquo;Bloomberg Money.&rdquo;&nbsp;

KKR's Henry McVey Talks Private Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bae16247-279d-4939-994f-b4c9016ef464/transcript

iCapital's Dan Suzuki Talks Fed Minutes

In 1 playlist(s)

Bloomberg Talks

Social links

Follow podcast

Recent clips