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01.10.26 - 14:25
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Wei Li on AI Scarcity, Bond Selloff, Energy Price Shock (Bloomberg)
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Wei Li, BlackRock's Global Chief Investment Strategist said the release of new AI agents may "catalyze a wave of AI adoption". In an interview on "The Pulse with Francine Lacqua" on Wednesday September 30, Li also discussed the impact of the energy price shock, saying that the disruption to oil flows in the Strait of Hormuz is creating "macro damage", and that energy is a "big caveat" to their risk-on view. (Source: Bloomberg)...
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28.09.26 - 17:06
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Rising Bond Yields as Global Bonds Eye 4% (Bloomberg)
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Chi Chen, managing director and portfolio manager in BlackRock's global fixed income investment group, joins the program to discuss the sharp rise in bond yields. Global bonds are eyeing 4% for the first time since 2007, while the U.S. 30-year yield has hit its highest level since 2004. (Source: Bloomberg)...
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25.09.26 - 01:01
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Oil, Treasury Yields & Inflation Pressure Markets (Bloomberg)
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are MSCI Chairman & CEO Henry Fernandez, NATO Secretary General Mark Rutte, Apple Store Creator Ron Johnson, Principal Asset Management CIO George Maris, Pictet Research Institute Head Maria Vassalou, BlackRock Portfolio Manager, Global Fixed Income Investment Group Chi Chen, Whole Foods CEO & Amazon Worldwide Grocery Stores Vice President Jason Buechel, ALDI US Chief Operating Officer Dave Rinaldo, & Global Citizen CEO Hugh Evans. (Source: Bloomberg)...
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01.09.26 - 15:06
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Bond Selloff Sends Yields to 2008 High; Hormuz Attacks Escalate | Bloomberg Brief 09/01/2026 (Bloomberg)
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US equity futures and global bonds fall as higher oil prices fuel inflation concerns and bets that central banks will raise interest rates in September. Two oil supertankers were struck by projectiles while attempting to exit the Strait of Hormuz. US Army Secretary Dan Driscoll resigns after clashing with Defense Secretary Hegseth. Anthropic agrees to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discusses the risks and income opportunities within the fixed income market. (Source: Bloomberg)...
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01.09.26 - 12:31
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BlackRock′s Wei Li Prefers US Equities to Government Bonds (Bloomberg)
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Wei Li, global chief investment strategist at BlackRock, says, “right now, from a total portfolio perspective,” she prefers equities over credit and government bonds, however she does see “good income opportunities within fixed income that we do want to lean into.” (Source: Bloomberg)...
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07.08.26 - 16:54
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BlackRock′s Rieder on Jobs Report, Fed Rates and Bonds (Bloomberg)
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Rick Rieder, CIO of global fixed income at BlackRock, reacts to the July US employment report, calling it "unremarkable," and says the economy is going through a "productivity revolution." Speaking on "Bloomberg Open Interest," Rieder also discusses the outlook for Federal Reserve monetary policy and how the company is currently investing in the fixed income market. (Source: Bloomberg)...
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15.07.26 - 10:36
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BlackRock: Anleiherenditen weltweit eröffnen attraktive Ertragschancen (BondGuide)
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Die Experten von BlackRock Investment Institute (BII) äußern sich regelmäßig im globalen Marktkommentar. Dabei vertritt Valerie Chan (Investment Strategist, BII) folgende Ansichten: – Die Anleiherenditen haben sich weltweit auf einem erhöhten Niveau eingependelt. Das gilt auch für Japan. In diesem Umfeld eröffnen sich wieder attraktive Ertragschancen – doch nicht alle sind gleichermaßen lohnend. – Trotz […]...
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02.06.26 - 12:00
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BlackRock: KI-Ausbau und Inflationsrisiken befeuern sowohl Aktienkurse als auch Anleiherenditen (BondGuide)
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Die Experten von BlackRock Investment Institute (BII) äußern sich regelmäßig im globalen Marktkommentar. Dabei vertritt Ann-Katrin Petersen, Leiterin Kapitalmarktstrategie Deutschland, Schweiz, Österreich und Osteuropa bei BlackRock, folgende Ansichten: – Die Märkte erzählen derzeit nicht nur eine Geschichte, sondern gleich zwei: Sie preisen sowohl den KI‑Ausbau als auch Inflationsrisiken ein. In der Folge steigen sowohl die Aktienkurse […]...
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