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16.06.26 - 08:36
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Warum Anleihen wieder attraktiver werden (BondGuide)
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Steigende Renditen, selektive Aktienchancen und die große KI-Produktivitätsfrage prägen die Märkte. Besonders Anleihen erleben laut BNP Paribas Asset Management ein Comeback. Die Zeiten dauerhaft niedriger Zinsen scheinen endgültig vorbei. Alessandro Tentori, CIO Europe bei BNP Paribas Asset Management, sieht die Kapitalmärkte vor einem strukturellen Wandel. Seit der Pandemie seien die Renditen lang laufender Staatsanleihen weltweit […]...
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20.05.26 - 18:48
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AI Boom Adds Pressure to Warsh′s Bond-Market Bind (Bloomberg)
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With Kevin Warsh set to take office on Friday and the war-driven price shock sending bond yields higher, analysts say a widely-used indicator is suggesting AI is worsening the Fed's inflation problem.
James Egelhof, Chief US Economist at BNP Paribas, discusses the Fed's rate path, inflation pressures, and how AI ties into the mix. (Source: Bloomberg)...
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21.04.26 - 08:42
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India Bond Clearing House Said to Apply for European Recognition (Bloomberg)
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India's sovereign debt clearinghouse sent an application to European authorities to be recognized as a permitted trading counterparty, according to people familiar with the developments, potentially paving the way for lenders like Deutsche Bank AG and BNP Paribas SA to trade bonds more easily in the country....
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30.01.26 - 13:36
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Stocks, Bonds Drop as Trump Picks Warsh as Fed Chair Nominee | Bloomberg Brief 1/30/2026 (Bloomberg)
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US equity futures and Treasuries fall and the dollar climbs as President Trump announces former Fed governor Kevin Warsh as his Fed Chair nominee. The president and Senate Democrats reach a tentative deal to avoid a full government shutdown ahead of the Friday deadline. Shares of Apple pare back post-earnings gains as the iPhone maker warns of rising costs. Michael Sneyd of BNP Paribas discusses the market disruption and the Fed's rate path. (Source: Bloomberg)...
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29.09.25 - 07:12
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ECB Mulls Reprieve for Deutsche, BNP in India Bond Clearing Row (Bloomberg)
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The European Central Bank is in talks with major banks about relaxing extra capital rules for lenders working with India's sovereign bond clearing house, after a regulatory dispute with New Delhi threatened to disrupt billions of rupees in government debt and interest-rate derivatives trading....
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25.09.25 - 06:06
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James McAlevey: «Es gibt nicht anderes, das die US-Staatsanleihen ersetzen könnte» (Finews)
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James McAlevey, Head of Global Aggregate and Absolute Return bei BNP Paribas Asset Management, ist von den Vorzügen aktiver Strategien im Bondbereich überzeugt. Er geht zudem davon aus, dass die US-Notenbank auch unter Trumps wachsendem Einfluss eine einigermassen vernünftige Geldpolitik betreiben wird, hat aber den Dollarkurs und die langfristigen Inflationserwartungen fest im Blick. ...
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22.08.25 - 21:30
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Robson and Rosenberg on Powell, Bond and Labor Market (Bloomberg)
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BNP Paribas Head of US Credit Strategy Meghan Robson and Oaktree Head of Liquid Performing Credit David Rosenberg discusses Jerome Powell's comments at Jackson Hole, how the Fed's decision to cut rates affects the bond market and labour market. They speak with Vonnie Quinn on 'Real Yield.' (Source: Bloomberg)...
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22.08.25 - 20:12
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Powell Opens Door to Interest Rate Cut | Real Yield 8/22/2025 (Bloomberg)
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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Nuveen Head of Fixed Income Strategy Tony Rodriguez, BoFA Securities Senior US Rates Strategist Meghan Swiber, BNP Paribas Head of US Credit Strategy Meghan Robson and Oaktree Head of Liquid Performing Credit David Rosenberg. (Source: Bloomberg)...
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