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The correlation of returns between fixed income and equities is currently as high as it has been in the past 150 years.
Morgan Stanley considers Japan a top structural pick in its asset allocation portfolios.
The European Central Bank is expected to hike interest rates in June, while the Federal Reserve is likely to remain on hold for an extended period.
Meteorological agencies are confident an El Niño event will begin in the next month and strengthen over the following six months, with some expecting a record event.
The current sea surface temperature in the Pacific Ocean is the warmest ever recorded for this time of year in observable history.
Kazakhstan, the world's largest uranium producer, has been developing the Trans-Caspian route since 2022 as an alternative to its traditional export route through Russia.
There are currently 33,000 private equity portfolio companies, representing over $3 trillion in assets, that are candidates for M&A transactions.
James Karen of Morgan Stanley believes bond yields have entered a relatively sticky zone and does not foresee a dramatic decrease in inflation in the near term.
For bond yields to meaningfully decline and remain lower, oil prices would need to not only stay at their current low levels but also decrease further.
In the current market, passively holding bonds is not an effective hedge for equities.
To effectively hedge equity exposure, investors should hold a fixed income portfolio with approximately one year less duration than the index.
Japan's economy is benefiting from leaving its zero lower bound interest rate policy, experiencing some inflation, and implementing significant fiscal stimulus.