Starting with what you will see before you. And then second beginning at 315 with the problems of tackling disinformation and we are delighted to start off today with remarks of those run the frontline we have the director performance security and infrastructure security at the department of Homeland Security and then coming right from the frontlines to deal with these issues he will give us an overview of what that government is trying to do to tackle the issue head on. And then most recently was the National Security council and the director for resilience and then to be engaged in Election Security and integrity. At that the Harvard Institute of politics and with that Public Outreach and the various issues so we would be concerned since the 2016 election. Mark will be joined by a david founder for the center for election and research one dad is devoted to this precise issue and has spent many years at the Pew Research Foundation looking at public am pulling opinion. And last but not
He is saying the argument from the white house is there needs to be an incentive for businesses to keep employees on their payroll and not furlough workers. Those incentives will help protect the economy in the long run. Moreemocrats are saying investment is needed immediately into local governments and cities throughout the country in order to prevent furloughs. It is more than just a price tag. Dug in onoth sides ideological points ive not seen in covering these fights over the past several years. Guy it seems like david it seems like there may be it is hard to argue compassion when youre cutting people off from their supplemental unemployment. What is the word on timing . Nancy pelosi had her heroes at two and a half months ago. What did they figure out in that time . Kevin yesterday i spoke with at least one Administration Official who told me they are fully prepared to utilize executive orders as it relates to evictions, as it relates to financial Unemployment Benefits, and on stu
The dollar,ack to so it was not clear what the safe haven was today, and then the vix is lower. Lessinly pricing in a lot risk than we were even a few weeks ago. Murky in terms if the market is hoping for some stimulus to come in. Financials aret your outperformance on the day, probably with that very small uptick. Atlor the senior strategist invesco is still with us. I know you said you favored equities over treasuries, but how does highyield and credit look . I was looking at our highyield barclays index. I thought 500 basis points over treasuries looked at one point, and down further, we migrate. How are you viewing credit at this point . I think we are being incentivized on credit, and i expect we will be incentivized to own credit and i expect we will be for a while. These moves that presage a recession, and that is the time when you need to hold true and by Corporate Bonds and investments that always bemoan the low yields never seem to want to do so. You get the policy response i
Euroyen shows you the dynamic away from the dollar, translated. It is all about the weaker dollar across the board when i look in yields, i really look at the inflationadjusted yield as a 0. 92. 2012. Reaches the jonathan 2 trillion and 99 days. A 2 trillion spread between democrats and republicans, and 99 days until the election. You have to believe the president steps forward and says it needs to be bigger. Tom no question about it. The president just reads the riot act to his republicans about losing the house, losing the senate, losing the presidency, and getting out. I dont think it is 1. 5 trillion where we are heading with mr. Trump. What i would focus on in a week of Technology Earnings is that equities are so resilient here compared to what else you and i see on the bloomberg terminal. Jonathan a massive week ahead. Lets get to the morning brief. A fed decision coming up later this week. Tech earnings in the mix. Latere get u. S. Gdp data in the week. Heres the price action to
Record death tolls. Florida, texas, South Carolina have flipped roles with new york which back in march was the covid capital of the world. One of the new york stars of the netflix dockuseries pandemic is here. Hes responsible for the Pandemic Response for all of new york citys hospitals. She will tell us what lessons she learned during the darkest moments and how overwhelmed hospitals in the new hot spots can gain control. Speaking of netflix, the streaming media leader Tiger King Crown a bit dented while shares are up off session lows. Its guidance disappointed investors. What does the first of the fangs to report in the covid quarter portend for Big Tech Companies that are supposed to report next week . Tesla and microsoft among them. Famed tech analyst dan ives knows both of those names implicitly. Hes calculating the numbers and hes here live to tip you off ahead of the big reveal. Plus, the famed sportswriter who is now saying me too as the Washington Redskins deal with revelatio