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June 25, 2024
This is bloomberg surveillance. Francine the clot, tom keene in new york. The currency moves Francine Lacqua in london, tom keene in new york. My number one message is that markets are on the move. You do not see it in equities. Bonds,om equities, currencies, and oil are a jumble not lows but nevertheless markets on the move. Bp,cine when you look at the refining margin is nowhere to be found that they are sticking to the dividend. Lets get to the bloomberg first word news. Bernie sanders suppor...
June 25, 2024
True things. Things that last. The things we try to teach our kids. It is every american who believes we can change this country for the better. So many of you who have never been involved in politics, who picked up phones and hit the streets, and used the internet in amazing new ways that i didnt understand that may change happen. You are the best organizers on the planet and i am so proud of all the change that you made possible. Time and again, youve me up, and i hope i picked you up to. , i ...
June 25, 2024
Manus were crammed waiting for the drop of beer in the glass. We have the fed numbers. Never far from a work function is anna edwards. The probability of a rate hike in the United States falls from 48 . That is basically what the white line is. The probability is dissipating. Lightly down she goes we dropped 1. 7 last week. Most of that was on friday. The fed governor is on this morning saying that the market is too complacent on rates. Anna all of that increasing appetite overnight for risk ass...
June 25, 2024
David and how is he going to pay for it . The United States is a little bit behind the u. K. They are on their second female Prime Minister. Alix glaxosmithkline ceo andrew witty and tom fanning will join us to break down all their earnings. I turn to you and say it is all about fx. Jonathan what captures risk sentiment that are then dollaryen in the fx market . Tn back with a 105 handle. Firmer, apple helping do that in the United States, and equities firmer in europe as well. Fifth straight a ...
June 25, 2024
Gain of 44 cents. 44. 67 ber peril. Brent at 48 this morning. And out of brazil, the senate has decided to proceed with a impeachment of dilma rousseff. Vice president will replace her during the trial and permanently if shes guilty. 180 days guaranteed that shes out . Yes. While they undergo trial. Trial. And then they have a vote and the senate has to vote by twothirds to push her out permanently. We think based on the trial. But nobody thinks the trial is relevant. They think they already kno...
June 25, 2024
Using a stock tool that says, yes. Me list yashgs after sulissa go out on a shopping spree. But if you choose wisely, there could be some money to be made. Now using a quantitative tool looks at market action. We looked at past occurrences when the retail etf has fallen 7 or more within one month as it just has. That has happened 12 times since 2009. Now no clear signal for the xrt itself about half the time it continues to lose ground. But we did find some good individual stocks. Now as for mac...
June 25, 2024
Lets get right to it because the job shocker. Shares of banks plummeting. If a rate hike is off the table, will we see more pain from the financials . We kick it off with the chart master. Carter, what do you say . I think you have to assume that not only does it take the hikes off the table, but it maybe pushes them back indefinitely. The price action in the banks is terrible. Its the second biggest sector by weight. We know its been lagging only to be eclipsed by health care in the worst yeart...
June 25, 2024
Report will be good . Do you buy if you think the report is going to be bad . P. K. Kick it off. What is good and bad . Youre looking for 160,000ish. I would say and over 190 t thats you want to buy the dollar. If you get something below 100 you want to buy gold. After the number at 8 30 tomorrow morning. So whats your take . To make it easy on myself, the last time they raised rates, the dollar knee jerk reaction went higher and ultimately went lower from december when they did raise rates. Gdx...
June 25, 2024
Never seen you looking so lovely as you did tonight lets get right to it. The job shocker. Shares of banks plummeting. If a rate hike is off the table, will we see more pain from the financials . We kick it off with the chart master. Carter, what do you say . I think you have to assume that not only does it take the hikes off the tail, but maybe pushes them back indefinitely. The price action in the banks is terrible. Its the second biggest sector by weight. We know its been lagging only to be e...
June 25, 2024
Lets get right to it. The job shocker. Shares of banks plummeting. If a rate hike is off the table, will we see more pain from the financials . We kick it off with the chart master. Carter, what do you say . I think you have to assume that not only does it take the height off the tail, but maybe pushes them back indefinitely. The price action in the banks is terrible. Its the second biggest sector by weight. We know its been lagging only to be eclipsed by health care in the worst yeartodate. Its...