Investors are 'way too optimistic' about 2024, analyst says
Jacob Pedersen, head of equity research at Sydbank, says global growth will be slower than in 2023.
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Hosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
10-year Treasury will hover around 4% during the first half of the year, says BMO’s Belski
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brian Belski, chief investment strategist at BMO Capital Markets, joins ‘Squawk on the Street’ to discuss what he makes of the latest economic data, whether he is surprised at the performance of tech stocks, and more.
China’s reserve ratio requirements cut is ‘meaningful’, but not enough
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Sameer Goel of Deutsche Bank says in addition to more monetary easing from China’s central bank, and more fiscal measures are also needed to support the market and boost the economy.
Portfolio manager discusses outlook for BOJ monetary policy
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Kei Okamura, senior vice president and portfolio manager at Neuberger Berman, says it’ll be a “pivotal moment for the Japanese economy [to] finally exit the last decades of deflation once and for all,” but it’ll be a “gradual process.”
Moody’s Investors Service discusses Asia sovereign credit 2024 outlook
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Christian de Guzman, senior vice president at Moody’s Investors Service, cites China’s “lackluster situation” and tight funding conditions as factors.