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June 28, 2024
The question is where next. Janet faces her semi annual grilling by lawmakers. Ceo garyormer saks cohn is the top person to take her job. While it has risen sharply, hedgings have been their bets. What are we expecting . Look at european futures. We have gains across the board. Up 0. 4 . Far more interesting is looking at on yields, especially considering what we have ahead or bank of canada. Take a look at 83 j chart of the german bund. A threeday chart of the german bund. We have seen moves li...
June 26, 2024
Overview on what we are expecting. The main asset class that are moving. He stoxx 600 gaining 1 . Were seeing Bond Investments from saudi arabia. Stocks rallying and commodities rallying. This has to do with speculation that that the fed will remain acome tavet. Let me bring over to my bloomberg terminal. This is the picture for the terminal. Let me get rid of my messages. This is the picture for the c. P. I. Harmonize. Data comes out in half an hour. This is what mccartney will look at to see w...
June 26, 2024
Strategy towards electric vehicles. Cementing returns. Lafargeholcim pledging to buy back stocks worth 1 billion swiss francs over the next two years, as the ceo tells cnbc he welcomes the republicans stateside. Its something thats bound to happen in the u. S. It will be a significant renewal of the infrastructure program. We see ourselves as a positive beneficiary of this. Janet yellen signals its full steam ahead for a december rate hike. Sending the dollar to a 13 1 2 year high. The fed chair...
June 25, 2024
Market and we saw the s p turned negative again for the year. Julie sort of bouncing around a bit today. Turning negative for the year once again. It looks like investors are looking ahead to the fed minutes this afternoon. They want more information on the thats next move and in waiting for the ash on the feds next move on the feds next move. The s p and our remain in the red today. And dow remain in the red today. The bestperforming group today as we see an increase in estimates for the fed to...
June 25, 2024
Anna a very warm welcome everybody. This wednesday morning. I am anna and words. Edwards. Moving the markets, two of them, San Francisco John Williams and the conclusion being that at least two Interest Rate hikes may be warranted in 2016 because of the expansion in the economy. And inflation increasing. Over a goldman sachs, there is a chart over the twoyear spread in the u. S. On the bloomberg. Theyre warning Bond Investors that they need be more prepared for the fed to increase Interest Rates...
June 25, 2024
Equity board. S p 500 futures negative not even a 10th of 1 . Minors leading the losses. Switch of the board. All eyes on crude. Inching to the 50 mark. Wti 48. This is what i am looking at in the fx market. A dollar on the front foot. Switch the board and get to this. 14483. One pound, camp. The remaining 37 in the leave. The referendum is ahead on june 23. That is when we are now where you get one pool and you get the spike. Lisa it wasnt one single pole, there was building up to this. Jonatha...
June 25, 2024
Welcome. I am in and words. A new record. It took a long slog. The s p is what i am talking about, and not. Two major corrections. The longest stretch. The priceve got is earnings ratio. With trading up 20. Over the past 50 years, we are now above the average. The average over the past 50 and bp basis, around 16. 5. We are trading way above that. S p 500 has cited above its 2007 pecan the last rallies since this was 1946, 13 . That comes down to whether or not you believe the fed is going to hol...
June 25, 2024
Manus i am manus cranny. Iraq get on board, business is coming. That is the message in the market. Maybe i am overly excited. Have a look at this. The morning of brexit, you and i were here, it was 5 00 a. M. Talking about the Demolition Derby happening. Here we go. This is the msci allworld. There is the brexit referendum, down she went. The msci as rally for a fourth day in a row, up 8 from the worst position. We have reapplied, redeliver to value, 3. 5 trillion whiteout is back on the agenda....
June 25, 2024
Francine welcome to the pulse. Live from bloombergs european headquarters. I am francine lacqua. We need to look at the markets. Equities in europe are rising. Theresa mays appointment seems to be reducing Political Uncertainty could we have encouraging news from japan, as shinzo abe promises policy changes to revise the economy. Read into that, more stimulus. Yen, 103. Lets get to the bloomberg first word news with nejra cehic. Nejra. The International Monetary urging china to deal with its cor...
June 25, 2024
U. S. Trading day so lets head back to new york where matt miller has been tracking the moves and a record high for the s p. We were so close that it had to happen. Too the close, we are going see a new record for the s p for the first time in 286 days. This is the longest stretch we have gone in a bull market since 1961. Was 2130. 8. O beat not too difficult. The dow jones up 111 points. Youve got the certainty of theresa may as a new Prime Minister after David Cameron said she would start on w...