HALISTER: Vale Top Job Said Subject of Debate in Brazil Political Shakeout

Vale Top Job Said Subject of Debate in Brazil Political Shakeout

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
VALE5 BZ (Vale SA)

People
Dilma Rousseff (Federative Republic of Brazil)
Murilo Ferreira (Vale SA)
Andrew MacKenzie (BHP Billiton Ltd)
Carla Grasso (International Monetary Fund)
Jose Martins (Petroleo Brasileiro SA)

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UUID: 7947283

HALISTER: UBS Hires Laurent Dhome From JPMorgan on Financial Sponsors Team

UBS Hires Laurent Dhome From JPMorgan on Financial Sponsors Team

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)
UBSG VX (UBS Group AG)

People
Simona Maellare (UBS Global Asset Management Japan Ltd)
Ian Hart (Morgan Stanley)
Nestor Galindo (UBS Asset Management Japan Ltd)

Topics
Who's News - People

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UUID: 7947283

HALISTER1: CS Expects U.S.-German Spread Tightening, Front-End Steepening

CS Expects U.S.-German Spread Tightening, Front-End Steepening

(Bloomberg) -- U.S.-German 10Y spread tightener and EDU6/EDU7 steepener are thematic trades for 2H as global flows “are likely to remain supportive” of long end of UST curve while short end “remains priced for a much more dovish path” than at start of year, CS strategists led by Praveen Korapaty say in mid-year outlook.
  • Scope for front-end steepening -- which should fall well short of Fed’s projections for fed funds rate -- is based in part on curve’s “lagged relationship” vs USD and ISM Manufacturing
  • Long end support from cross-border demand evident in euro- area net buying and record pace of foreign bond purchases by Japanese investors, with scope for another $90b-$100b in purchases of USD fixed income this year
  • U.S. inflation markets have “modest additional upside” based on liquidity conditions, risk appetite and commodities, though may be limited by “knock-on effects of Fed hikes”
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Praveen Korapaty (Credit Suisse Group AG)

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UUID: 7947283

HALISTER: JPMorgan Exits Mount From a Star Bond Team Said to Feel Slighted

JPMorgan Exits Mount From a Star Bond Team Said to Feel Slighted

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)
85002MF US (Los Angeles Department of Water)

People
Doug Swanson (JPMorgan Chase & Co)
Barbara Miller (JPMorgan Chase & Co)
Bob Michele (JPMorgan Chase & Co)
Brett Cornwell (Callan Associates Inc)
James Dimon (JPMorgan Chase & Co)

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UUID: 7947283

HALISTER: JPMorgan CEO Says U.S. Presidents Shouldn’t Point Fingers (1)

JPMorgan CEO Says U.S. Presidents Shouldn’t Point Fingers (1)

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)

People
James Dimon (JPMorgan Chase & Co)
Brian Moynihan (Bank of America Corp)
Donald Trump (Trump Hotels & Casino Resorts Inc)
George Osborne (United Kingdom of Great Britain and Northern Ireland)
Hillary Clinton (United States of America)

Topics
Bloomberg Politics

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UUID: 7947283

HALISTER1: U.S. ECO PREVIEW: ISM Non-Mfg, Factory Orders Due in 5 Minutes

U.S. ECO PREVIEW: ISM Non-Mfg, Factory Orders Due in 5 Minutes

(Bloomberg) -- ISM non-manufacturing index seen at 55.3 in May vs 55.7 in April (forecast range 52.4-57.3); composite index tracks business activity, orders, employment, deliveries; above 50 indicates expansion, below 50 contraction.
  • Factory orders seen rising 1.9% in April after increasing revised 1.5% in March (forecast range +0.2% to +2.6%); includes durable and non-durable goods
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283