Dan Deming News Today

There are conversations floating about about whether brent and go negative. We are trading up 11 today. Up 1. 5 . The peripheral bond market, i massive story at the moment, as you can see. We saw a huge auction in spain earlier on, following on the heels of an auction yesterday in italy. We are continuing to watch what is happening as we build up towards an eu meeting tomorrow that could barely be make or break. The ecb talking about whether it could potentially accept grade that in collateral. ...

Footing. If we do get some kind of opecplus deal, that will provide some support in the markets. Guy we are seeing equity markets bid, and it is stuff the market has really fallen out of love with that is catching the biggest bid. The travel and leisure sector, airlines, some of the catering companies, the hotel groups really bid today. Bid, up by 1 . We are anticipating any second now the start of a Video Conference call between eurozone finance ministers. We will get the results of that maybe ...

Exception of the bond market. We are down at session lows on the stoxx 600. Sector certainly taking it hard today, as we see this drop, a very sharp drop we are getting in the crude market at the moment. Theres a top line running on the bloomberg of the sharp drawdown we are seeing. In terms of the bond market, and some ways, this is where the real action is. The expectation is we will see significant supply, as a result of this we have a big move in bunds and btps. Btps pretty under pressure. I...

On every 19th. On february 19. Take a look at the banking sector, take a look at the mining sector, take a look at what is happening with the oil sector. These sectors are down by circa 30 since those highs were hit. Brent crude bouncing back today, up by nearly 8 , after saudi makes it very clear they intend to pump a lot of oil during the month of april. This Oil Price War is not going to go away in a hurry. The german 10 year yield, we are selling off today. We are 10 basis points higher. In ...

Brands at morgan stanley. Plenty of good news stories in the market today. The 10 year yield is at 1. 84 . A couple of dynamics going on here, not least of which Stephen Mnuchin talking about issuing a 20 year bond to help with the deficit. Guy really interesting story. Here in europe, stocks are at record highs. , a couple of reasons for this, one of which is the china data we will talk about in just a moment. Your conversation with phil hogan, the eu trade commissioner, sounding reasonably pos...

Today, along with utilities. The dollar index weaker. Lets get to the markets now. Joining us in studio is Dennis Debusschere, evercore isi head of portfolio strategy. We have a great piece on the bloomberg today talking about the decade beginning with everything crumbling and a lot of panic, and now we are heading into a new year when apparently nothing can go wrong. Dennis i think part of the reasons the market is acting like that is because people think everything is going to go wrong. That h...

Againlls over the weekend pointing to a conservative victory. We have a mild bid on the german tenyear today, 31 basis points. Weve now got a three handle again. But its a big week for the euro, with the ecb coming up later on. Certainly watching Christine Lagardes first performance after that decision is made on thursday. Vonnie. Vonnie just a little while ago, we got word that paul volcker had died. The former Federal Reserve chairman broke away from runaway inflation brought the bank to and l...

Out of congress. Europeanarkets stock markets under a little bit of pressure today, down 0. 5 . The senate bill regarding hong kong seems to have cast a little bit of a shadow over markets today. That is certainly keeping people awake at night as we approach december 15. The pound down earlier on, rallying a bit over the last hour or so, back to flat, 1. 29. Two basis points to the good on the german tenyear. We did see some quite disappointing ppi data out of germany, but i think betray narrati...

Green, but seeing significant weakness in Consumer Discretionary today. Mcdonalds reporting relatively weak earnings compared to what the street was expecting. That is weighing on the indexes a little bit. We also got bad numbers out of ups. That is also weighing on the s p 500. Treasuries come of the dollar, gold all seeing bids come back into those. On that treasury yield, right now the bondholder undeterred after we had that selloff. They are back in the market today, looking around to buy. H...

Moments about why they might be. Restarting qe and continuing it until necessary. Now for thetiers pointsand further basis into negative territory in terms of the key interest rate. In the United States, we are up three points for the s p 500. N activist story is doing well value act getting in on carport stocks, up about 8 now. The 10 year yield at 1. 70 . Crude is lower. We will be examining why later on. Just want to point to a strengthening china renminbi as well. There are marginal headline...