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July 16, 2024
Four days of losses is about to become five. Are down 7. 5 over the previous four days. Cross assets, we look like this. A bid into the bond market briefly in treasuries. It did not stick. It was a treasury market selloff. This morning, it is about yen strength. Dollaryen coming down on 0. 3 . Again. Rude is down 0. 9 mark wheret is that you have these massive producing countries like russia and saudi starting to worry. These are very hard prices to deal with when you try to balance your books. ...
July 16, 2024
Bloomberg television. Eight days to the election across the station, and those watching around the world. The confluence here this morning, futures up 33. I get it. At the confluence here of really grim news worldwide on the pandemic, along with major uncertainty on the United States senate elections, makes for an interesting monday. Jonathan i couldnt agree more. The composition of congress all about what happens next with fiscal stimulus for market participants. Playing out for everyone to see...
July 16, 2024
Odonnell good evening and thank you for joining us. Tonight the u. S. Is seeing a dangerous increase in coronavirus cases in the south and west that could have implications for the entire country, especially as more young people are becoming infected. As america pushes forward with reopening, half of all states are now averaging more new cases each day than they have in weeks. Tonight one out of every five new infections globally is from right here in the u. S. And with florida and texas setting...
July 16, 2024
Empty seats at his rally. Did teens on tiktok punk the president to keep turnout low . Caught on camera. As atlanta gathers to remember Rayshard Brooks, police in new york are filmed using an unauthorized chokehold. Plus the confrontation when one of the officers who kneeled on george floyd goes shopping. Talladega might. Nascar drivers surround Bubba Wallaces car in a show of unity. The legends of racing now speaking out after a noose was found in his garage. Cultstyle killings. The shocking de...
July 16, 2024
Nejra we end the week with a risk on tone. A mixed picture across asian equity. Green on the scene for the msci asiapacific index. Back to business for the s p 500. We hit a record yesterday. We will see more risk on today. The 10 year yield edging up a basis point. The yen is actually heading for its worst week since july 2018. Another twoweek low right now. For the First Time Since 28 team. Brent heading for a weekly loss as well despite the spike on the geopolitical tensions. Belowing the sam...
June 30, 2024
Of 1 . The Treasury Curve off the back commentsllen steepening just a little bit. Alix a little bit of a risk on feel except in portions of the currency market. The yen gets a good bid. , stephansshocker just a touch over 60 basis points. South of south of 58, 57, a lot of people denying what the yield curve could mean. My question is at what point did the yield curve become real for the deniers . The is it the number or speed . Crude prices are more expensive now than in two months. An interest...
June 30, 2024
This is how he responded when i asked him whether or not he had urinated on the floor of the Police Station and told the officers to clean up, whether he barricaded himself in a bathroom until the officers had to break in and remove him. And whether he peppered those officers with racial slurs. This is how he responded. Take a listen. Did i use the nword . I dont know if i used the nword. Look how many words they used on me, okay . They sat in there andormented me. I think they are homosexuals. ...
June 29, 2024
Apples stock down. Suppliers like this. The apple watchmaker getting a nice jump. A whole new review. Time now for the morning brief. Apple had an announcement yesterday. Unveiling a 999 iphone. The iphone 10 is the most expensive phone ever from apple was one of three new models tim cook showed off at an event at the new headquarters. The event came on the 10th anniversary of the launch by steve jobs. Phone, and an internet communicator. Are youphone getting it . These are not three separate de...
June 29, 2024
Core cpi is 1. 7 or 1. 6. It allows the fed to go slow and not disrupt market conditions. Gradual pushup in inflation back to normal, we dont see anything that will push inflation to levels where it becomes a market issue or forces Central Banks to accelerate any rate hike plans they may have. You should probably start to tighten when you see the whites of the eyes of inflation. 1. 4 core pce aint anywhere near the whites of anybodys eyes. The biggest risk is clients getting in and eyeing durati...
June 29, 2024
Core cpi is 1. 7 or 1. 6. It allows the fed to go slow and not disrupt market conditions. Gradual pushup in inflation back to normal, we dont see anything that will push inflation to levels where it becomes a market issue or forces Central Banks to accelerate any rate hike plans they may have. You should probably start to tighten when you see the whites of the eyes of inflation. 1. 4 core pce aint anywhere near the whites of anybodys eyes. The biggest risk is clients getting in and eyeing durati...