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June 30, 2024
Winter white house, maralago. Documents were due to be released today in 1992, but 114 of nearly 500 files from the Prime Ministers Office that year are being held back. 12 of those relate to european policies. Global news 24 hours a day. This is bloomberg. Bloomberg World Headquarters in new york, i am julie hyman. Joe and i am joe weisenthal. Scarlet fu and julia chatterley are off today. But the question is whatd you miss . Trump suggestst that the post office should charge more to deliver am...
June 30, 2024
At one point, it rose to the highest since july. A slightly stronger, ahead of those gdp numbers. Weiland markets right now, are seeing ties stocks up about one third of 1 . A lot of focus has been on that as china says they will curb. India looks to be a green day. The rupee seeing strength at 63. 89. Haslinda taking a look at currencies, the aussie weakening after rising to fourmonth highs versus the greenback on risk on at 111. 29, up 3 versus the dollar since november. Investor interest in j...
June 30, 2024
Bear market than a grizzly bear market. We dont need to worry about the 10year getting too expensive. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. Returns, we are only three weeks into the year but they are not very good. Maybe you start to see as rates move h...
June 30, 2024
Expensive. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. Bond returns, we are only three weeks into the year but they are not very good. Maybe you start to see as rates move higher and returned sir to move high...
June 30, 2024
The 10years getting too expensive until 3. 5 , quite frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. It is pretty high right now. Bond returns, we are only three weeks into the year but they are not very...
June 30, 2024
Expensive until closer to 3. 5 , frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. Cinnamon is pretty high in the equity market right now. Bond returns, we are only three weeks into the year but they are n...
June 30, 2024
Gina we dont need to worry about the 10years getting too expensive until 3. 5 , quite frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. Jonathan m we have been talking about this rate rotation for years. People are going to go out of bonds into equities. It is pretty high right now. Bond returns, we are only thr...
June 30, 2024
Tenures getting too expensive until close to the 3 . 3. 5 . Suggests the positive effect on a tenure moving higher right now, overwhelms the potential negative affect of compression is rate hikes. We have been talking about this for years. The book and go out of bonds and into equities. Are very good. Last of they were just ok at best. Rates move higher in those returns. People are actually moving in the equities and supporting the equity market. At some point when bond 285, perhaps to they will...
June 30, 2024
Fastest car ever made, hurtling in space. Keeping the government chugging as oneas deal described nobody loves. It seems like life has changed and rather than talk about no volatility or low volatility in markets, the only thing both are talking about now is to get used to volatility. Andtility is here to stay, i want to show you a chart that reminded me of the great ernies peng lei Ernest Hemingway quote. This chart shows you that ed acency that is br the shortterm fix, the several to blame of ...
June 30, 2024
Effects rates despite a higher profit this year. And the end of an era. South africas president jacob soozuma will be reportedly led o resign today u. S. Crude output could overtake that of russia and saudi arabia, thats according to the latest iea Oil Market Report which also predicts nonopec Oil Production will grow faster than demands. Neil atkinson from the iea joins us from paris. Sir, thank you very much for joining the show our colleague spoke to the head of the opec earlier. He said he h...