Michael Connor

U.S.-China tariffs tiff saps emerging market bond rally: UBS debt chief

Jun 03 2019

NEW YORK U. S. President Donald Trump's tariffs confrontation with China may force global bond investors to rethink exposure to emerging markets despite robust 2019 gains, according to a Wall Street portfolio manager of $17 billion of emerging markets (EM) fixed-income.

Commercial property no threat to U.S. expansion: Nareit economist

May 20 2019

NEW YORK America's $6 trillion of commercial property markets show no signs a U.S. recession is on the way, with builders, lenders and buyers treading cautiously after a soft first quarter, an industry economist said on Monday.

Q&A: Fed back soon as U.S. debt buyer, says TD Securities strategist

May 09 2019

NEW YORK The Federal Reserve will pivot to sizable buying of Treasuries in global markets as early as late 2019, despite plans by U.S. central bankers to soon stop selling securities from its $3.9 trillion inventory, according to a Wall Street rates strategist.

Fed's not yet done with U.S. rate hikes, says Guggenheim Global CIO

Apr 30 2019

NEW YORK Federal Reserve policymakers have no reason to change U.S. interest rates anytime soon but will startle global markets by resuming rate hikes rather than pivoting to cuts, according to a leading Wall Street money manager.

Q&A: Federal Reserve likely to disappoint policy doves - Weeden strategist

Mar 19 2019

NEW YORK Dovish investors are going to be disappointed by the Federal Reserve's policy-setting open market committee who are meeting now and should hedge against policy outcomes likely to rattle global markets, Weeden & Co. derivatives strategist Michael Purves said on Tuesday.

Slower growth no reason to quit China: Epoch's Van Valen

Feb 13 2019

NEW YORK Slower overall growth is the new normal for China, but the globe’s second largest economy still holds much promise for choosy foreign investors, according to U.S. portfolio manager Kera Van Valen, who helps manage over $17 billion in assets.

Slowing global economic growth to deter U.S. rate hikes: RBC's Bishop

Feb 07 2019

NEW YORK U.S. central bankers are done raising domestic interest rates amid signals from Asia and Europe that global economic growth is sputtering, according to RBC Wealth Management's lead fixed-income strategist.

U.S. government shutdown may yield a recession: Scaramucci

Jan 24 2019

NEW YORK The U.S. government's partial shutdown might be enough to tip America's economy into recession if it runs longer than another month, a former White House aide said on Thursday.

Republican U.S. election sweep would boost short sellers: Lamensdorf

Oct 22 2018

NEW YORK U.S. equity short sellers are rooting for a Republican sweep of Congress in U.S. elections on Nov. 6, which are seen as partly a vote on President Donald Trump's pro-business policies, a leading Wall Street short seller said on Monday.

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