Bloomberg - The First Word

Jan. 18 (Bloomberg) -- Marc Ostwald, a rates strategist at Monument Securities Ltd. in London, says the U.K. economy "is going through a very long, slow process of rebalancing." Ostwald talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 18 (Bloomberg) -- David Kohl, deputy chief economist at Julius Baer Group in Frankfurt, says in Europe, "the pressure from austerity will decline going forward, probably in 2013." Kohl talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 17 (Bloomberg) -- Kevin Divney, chief investment officer at Beaconcrest Capital Management in Boston, says investors are turning from fixed income to stocks. Divney talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 17 (Bloomberg) -- Christian Gattiker, the head of research at Julius Baer Group in Zurich, says there are "opportunities in cyclical sectors that have been bashed in Europe." Gattiker talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 17 (Bloomberg) -- Colin McLean, chief executive officer of SVM Asset Management Ltd. in Edinburgh, says "there is scope for a market recovery in Europe" based on valuations of stocks in Germany, Italy and Spain. McLean talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 16 (Bloomberg) -- Robin Marshall, a fixed-income director at Smith & Williamson Investment Management in London, which oversees the equivalent of $19 billion, says fixed income investors in Europe are "pausing for thought here." Marshall talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 16 (Bloomberg) -- Andrew Popper, managing director at Beauclerc Advisory Services Ltd., says the "best opportunity" in European stocks lies in companies in Italy and Spain with international exposure. Popper talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 16 (Bloomberg) -- Christopher Wheeler, a bank analyst at Mediobanca SpA in London, says there will be earnings impairments from regulation for "every single one" of the banks. Wheeler talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 15 (Bloomberg) -- Simon Maughan, a financial industry strategist at Olivetree Securities in London, says with a lower cost of credit for banks in the United Kingdom and France "it's happy hunting grounds for stock pickers." Maughan talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 15 (Bloomberg) -- Neil Dwane, who helps manage $443 billion as chief investment officer for Europe at Allianz Global Investors, says a "slump in business investment is clearly going to be a concern" for investors. Dwane talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 15 (Bloomberg) -- John Silvia, chief economist at Wells Fargo Securities, says the Federal Reserve will extend its bond purchase program into "the first half of next year" and the rate of inflation "is pretty much going to be flat." Silvia talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 14 (Bloomberg) -- Juergen Michels, chief euro-area economist at Citigroup Inc. in London, says the positive impact from European Central Bank policies is "overstated." Michels talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 14 (Bloomberg) -- Guy Berger, an economist at RBS Securities Inc. in Stamford, Connecticut, says U.S. employment growth will average 180 thousand jobs a month for this year. Berger talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 14 (Bloomberg) -- Jane Foley, a senior currency strategist at Rabobank International in London, says there is a "risk on mood" in the markets and that will weaken the U.S. dollar and the Japanese yen. Foley talks with Bloomberg's Michael McKee on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)

Jan. 11 (Bloomberg) -- TJ Marta, a Bloomberg economist, says "financial conditions are nowhere near normalized." Marta talks with Bloomberg's Karen Moskow on Bloomberg Radio's "Bloomberg - The First Word." (Source: Bloomberg)