Page 10 - Guy Johnson News Today

Options. The 30 year seemed to not go as well as planned. Your getting a huge lift up in yields. The last week, we are up 15 basis points. You are starting to see a repricing underway. Romaine we did have another ipo today. We had qe holdings which is a Chinese Company that did debut, up 87 on the day. There is risk appetite, people are picking and choosing bets as anthony was alluding to. Lets bring him back into the conversation. Global strategist at a mayor price. Se. N you look ameripri when...

The survey number was 95. Present situation, 94. 2. That is better than last time. In terms of expectations, though, 91. 5. The Manufacturing Index has come through better than the survey. Last time, it was flat with expectations at five. We came through at 10. The consumer is getting jittery. Alix especially as the sunbelt is hit. We had an announcement from the fed earlier. Michael mckee is with us. Walk us through the numbers and to talk about the fed meeting tomorrow. Mike the numbers are co...

The virus is the shadow over all of this, as it continues to pick up the pace in the united states, and we are starting to see the number of cases picking up in europe. We are going to talk about that virus story a little later on, with a great guest lined up. Getting more insight on the pandemic and why cases are starting to climb again in europe. Cleghorn is going to join us and give us some insight as to what is happening here. We have seen this big move in gold and we are watching closely wh...

Thats a 13. 8 increase month on month. Pretty good, alix. Israel alix can it last . And coming up this hour well speak to valley grant, Senior Vice President and henry mcveigh, ahead of global maam row and Asset Allocation with his report on economy and investments. The main macronews that happened was beijing following through on the threat of retaliation, china ordering the u. S. To close the consulate in chengdu and comes after the foreed closer of a Chinese Mission in houston. Sharon chin th...

Biden hop bidenharris ticket. Are also speaking with the General Mills ceo. We will be delving into all those angles in the next hour. We start on the market with sarah malic, cio of global equities. She oversees 1 trillion in assets. The backdrop, are we seeing real inflation and rotation in Asset Classes . We dont think it is a permanent rotation in Asset Classes, because cyclicals are so cheap. Markets have been very optimistic over hopes of a vaccine and earnings that stimulus is being pushe...

Jonathan of course, by all means, go on. Dir. Kudlow you had a sermon jonathan with all respect, that was not a sermon. Dir. Kudlow there are other ways to do with these problems. Throwing money at them is not the only answer. You have to create Economic Growth and incentive. We are willing to spend money. Thats not the point. The president has endorsed another round of direct mail checks. He has endorsed that. He has also endorsed continued unemployment assistance. The question is, what is the ...

Permeate. It has largely been driven by the concern that we dont have a handle on the virus and we dont have a handle on a solution for this difficult situation we are now seeing involving washington. It doesnt seem to be at the moment a landing zone for the democrats and the republicans. They are significantly far apart. The fact that you heard such partisan briefing suggests we are no closer. Thender at some point markets will have to shift from focusing on the dollar to shifting to other Asse...

Focus in china, the unraveling of the chinese stock rally. Seems like things have stabilized after we saw one of the worst selloffs since the gdp eight out of china. You see china targeting large caps, small caps and the latest is kwai chow moutai. Yesterday, climbing back with the stock. Record after we saw a spike in virus cases yesterday. Watching other things with indonesia markets opening up, focusing more on the Bank Indonesia rate cut, cutting rates for the second time as growth sputters,...

And you look at the spread, the number is enormous the spread is a norm us. Gauge fromccurate the payrolls number, i would expect is difficult. That politicians hopefully get close to a decision. These are the markets and the european markets are down today 1 and the ftse is down more and one reason why is the pound is up. At 131. 1. 31. 1 10 p 500 is only down by of 1 . Andhe bond market is 53 54 in germany. Next hour, we will get back to the bank of england story and get some insight into the ...

Explosion. Welcome to surveillance. Inm yousef gamal eldin dubai. Of, the riskon strategies it, but there is an interesting picture that is emerging here, the talk of a u. S. Capitol gains u. K. Jobsx, showing numbers as negative as they came through. That is being taken in stride. Up one point 72 on the stoxx 600. Real estate lagging. Now on a german data. Treasury drifting into a volume. 10year yield into a twoweek ,. 005. Commodity currencies have been advancing, but you are in a narrow range...