The Vault · 2026-03-31 22:56:55 · Bloomberg Markets
Carson Block, the founder of Muddy Waters Research, is placing bearish bets on credit exchange-traded funds (ETFs), signaling a high-conviction warning for the broader credit market. In an interview on Bloomberg, Block outlined his expectation for credit spreads to widen significantly, a move that would pressure corpor...
The Vault · 2026-04-09 09:57:10 · Bloomberg Markets
A top BlackRock strategist has issued a stark warning that Wall Street's earnings expectations are dangerously out of sync with economic reality. Helen Jewell, BlackRock's chief investment officer for fundamental equities in Europe, the Middle East, and Africa, argues that current forecasts fail to account for the pers...
The Vault · 2026-04-10 05:39:30 · Bloomberg Markets
A major market player is sounding a direct alarm: the escalating conflict in the Middle East, particularly involving Iran, could be the catalyst that bursts the high-flying artificial intelligence bubble. GQG Partners Portfolio Manager Brian Kersmanc delivered this stark warning, framing geopolitical instability as a c...