Morgan Stanley senior portfolio manager Katerina Simonetti says she prefers bonds over stocks in 2025. She shares her outlook for markets in the New Year with hosts Paul Sweeney and Caroline Hyde.

Morgan Stanley senior portfolio manager Katerina Simonetti says she prefers bonds over stocks in 2025. She shares her outlook for markets in the New Year with hosts Paul Sweeney and Caroline Hyde.

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Morgan Stanley Senior Portfolio Manager Katerina Simonetti Talks Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ed031df-2632-4d47-90a9-b25301082b12/transcript

George Bory, Chief Investment Strategist: Fixed Income at Allspring Global Investments, says bond markets face a structural supply challenge from AI infrastructure spending, with hyperscalers expected to finance a significant share of a multitrillion-dollar data center buildout through bonds, loans and securitized debt. He spoke to Bloomberg's Tom Keene and Paul Sweeney.

George Bory, Chief Investment Strategist: Fixed Income at Allspring Global Investments, says bond markets face a structural supply challenge from AI infrastructure spending, with hyperscalers expected to finance a significant share of a multitrillion-dollar data center buildout through bonds, loans and securitized debt. He spoke to Bloomberg's Tom Keene and Paul Sweeney.

Chief Investment Strategist at Allspring Global Investments George Bory Talks Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9b2fa473-7980-41b4-888f-b4ac017ccd5b/transcript

Bill Dudley, a Bloomberg Opinion columnist and former New York Fed President, explains why he thinks US the equity market is in bubble territory. Speaking with Romaine Bostick on "Bloomberg The Close," Dudley also comments on the economic impact of AI and the rise in bond yields.

Bill Dudley, a Bloomberg Opinion columnist and former New York Fed President, explains why he thinks US the equity market is in bubble territory. Speaking with Romaine Bostick on "Bloomberg The Close," Dudley also comments on the economic impact of AI and the rise in bond yields.

Bill Dudley Talks US Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/570662de-0fbc-497d-ad22-b4ac017c558c/transcript

Mary Daly, San Francisco Fed President, talks impact of treasury buybacks, policy and inflation shocks. She talks to Bloomberg's Jonathan Ferro and Lisa Abramowicz. 

Mary Daly, San Francisco Fed President, talks impact of treasury buybacks, policy and inflation shocks. She talks to Bloomberg's Jonathan Ferro and Lisa Abramowicz.

San Francisco Fed President Mary Daly Talks Yields

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c6873937-83c8-438c-bf2f-b4ac017b8df5/transcript

Morgan Stanley Senior Portfolio Manager Katerina Simonetti Talks Markets

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