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BLOOMBERG Bloomberg Surveillance April 25, 2014

The markets are moving a little bit, but they are moving, nymex crude1. 38 goes nowhere. Vix 13. 3. Nears 836. Apple up 8. 2 . Here is the backstory into the weekend. This is on china. The president not visiting china. Renminbi, hereed is the stronger currency, and here is the move up. Adam, this is the new breakout. Ambrose Evans Pritchard stead. This move makes it harder for druggy over in europe. This makes it harder for mario draghi over in europe. That this is happening as president obama l...
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BLOOMBERG Bloomberg Surveillance May 8, 2014

No one expects any change on rates. What will he say about the future . French markets are closed today because thats the way they do it in france. It is a 33 hour workweek. Nightent on twitter last about 1945. I cannot say enough about the Rick Atkinson book, the three volume. And then concentrate. Put it down and think about it. I read this about six months ago. George will did a great review of it. He is the only person ive ever known who can speak in paragraphs. Every time he opens his mouth...
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BLOOMBERG Bloomberg Surveillance May 23, 2014

We go to the vxx which is 12. 03. Some of the geopolitics of the weekend the ruble is putin friendly. The indian rupee after that momentous election continues to strengthen this morning. Lets look at this data check. Is the one year yield guess five years forward, in 2019. We have come down and down. This is disinflation, dampening. Tradersher words, what think the one year yield will be five years from now. Andhere it is, we go down that is the back story as we go into this memorial day weekend...
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BLOOMBERG Bloomberg Surveillance April 30, 2014

Rate decision. I was talking to michael mckee, the gdp report dovetailed with the fed. Interesting as we get to the jobs report on friday. Big economic day. Earnings before the bell, time warner. After the bell we have yelped and carlyle. Dotheres the brief, let me the data check before we get to a busy front page. Features negative two, future nothing, nymex crude 100. 34, douth. South. 1300, renminbi currency,er chinese exporting deflation out of china something to watch into may. An incredibl...
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BLOOMBERG Bloomberg Surveillance May 13, 2014

Mr. Ignificant earnings but lou, secretary of the treasury jack lew is in china. There is a lot to deal with with china. Busy day. Stocks, bonds, currencies and commodities. 1900 watch on the s p. The dow 16,695. Levated nymex crude all on a risk on feel of the market. Look at the yen. That is weaker yen coming off of any number of reasons. The equity markets going. A referendum that many took issue with. Where are we with the record markets . Going to the inflationadjusted market, back to world...
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BLOOMBERG Bloomberg Surveillance May 16, 2014

Brown versus board of education was 60 years ago. I was too young to understand the uproar, but i remember the debate clearly. Yelling and screaming at dinner parties. Incredible. Madmen, that was my childhood. Sitting at the top of the stairs. [laughter] let me do a data check for you. There is the story. We will talk to michael. The 10 year yield. We care. Weaker. Nymex crude has done nothing. Ruble, i put up there with a little bit of interest in ukraine. We will see that in our headlines, as...
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BLOOMBERG Bloomberg Surveillance May 2, 2014

9 45, the ism manufacturing for new york. 10 00, we get factory earnings, chevron, cvs, msg, estee lauder, we will also get the annual meeting from Berkshire Hathaway. The differenceey this jobs date field, the up feel here, within the mergers, acquisitions, the dow at record highs. A change in nonfarm payroll at the 250,000, that is big, double what we need for population. That is putting america back to work. I know the Labor Participation at alan kruger is on a little bit later. Nymex crude, ...
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CSPAN Key Capitol Hill Hearings March 31, 2014

Employee with the company and ive watched her be involved with knowledges and universities and the key to almost all of them to succeeding is leadership. If you have strong leadership, be it a company, school, university or agency, i will show you an agency or school or entity that on its way to be more effective with everything that they do. We make it too hard. A hearing withng the federal management subcommittee going through the gao highrisk list. One of the issues we focused on was the cost...
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BLOOMBERG Bloomberg Surveillance May 21, 2014

It shows the power politics of russia as they look east and that they look south at ukraine. And as a power player, there was so much discussion over the past several years with russia as a superpower, and recent evidence suggests it is. Lets get to the calculus of a brief today. Overnight, here is what we learned u. K. Retail sales increased for a third month in april and in japan, the central bank refrain from boosting stimulus. That is a good sign. They do not feel that they needed. Are you w...
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BLOOMBERG Bloomberg Surveillance March 31, 2014

Deadline to sign up for the Affordable Care act. Also opening day for major league baseball. Turbine four opening days because youre the dodgers play the diamondbacks in australia. April 10 is openingday. They, by train and car. Back in the day. From florida. Is that like pennsylvania 65000 . Were going back a few. What if we got here . Data check. Boring first quarter, but sometimes i can be good. Futures up 7. Hydrocarbons elevated. They just wont go down. Ruble, foreignexchange, the dow not b...
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