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BLOOMBERG Bloomberg Surveillance July 12, 2024

People saying we are going to get this rotation out of growth, into value. That rotation seems to be overdone. I wonder if you are still going to get people trying to push that narrative. Jonathan yields higher off the back of the ppi data yesterday. Friday. Y, retail lisa we are expecting a little bit of an increase, kind of like what we saw yesterday. It is going to be interesting to see whether weve got a further selloff in bonds. We will get another record sale of u. S. Treasuries on the lon...
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BLOOMBERG Bloomberg Surveillance July 12, 2024

Published in scranton, pennsylvania. Always a tough coal mining economy there. Scranton, pennsylvania at 15 , but you know it is much higher. Normal, andre near willech will it directly address this American Labor economy. Sequentialespite the month on month improvement we have seen, we expect to see some elevated jobless claims again in around 90 minutes. One of the main things people are looking at is the continuing claims, which are expected to tick lower, a good thing, but not that much lowe...
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BLOOMBERG Bloomberg Surveillance July 12, 2024

Exceptionally good guests this hour, and we will begin with a moment. Haass in an extraordinary place we are in right now, waking up to the imagery of a darkened white house. The president choosing not to speak to the nation as wasnt dissipated last night. To the north across lafayette , a boarded hay adams. A fire in the historic st. Johns episcopal church, the church of the president s. Pew 54 is where they sit, although lincoln sat quietly in the back. The protestsct to in continental europe....
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BLOOMBERG Bloomberg Daybreak Americas July 13, 2024

Based on the risk off the further markets. It is time now for global exchange. We will bring you todays market moving news from all around the world. Our bloomberg voices are on the ground with this mornings top stories. Where to begin in asia, the coronavirus continues to spread in china, with the number of confirmed cases climbing above 75,000. Engle. Me is Stephen Stephen for the second time in about a week, china has rejigged its methodology for how to classify confirmed cases of the coronav...
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BLOOMBERG Bloomberg Daybreak Americas July 13, 2024

Also taking a look here at the curve as well as bonds like i mentioned, 194 is where we sit on the 10year. Time for Global Exchange where we bring you market moving news from beijing to new delhi to washington and los angeles. Our bloomberg voices on the ground with this mornings top stories. We begin in asia where the chinese president is in macau to celebrate the return to chinese rule against the backdrop of unrest in china and calling for macau to diversify its economy. With the return of ho...
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BLOOMBERG Bloomberg Daybreak Americas July 13, 2024

Protesters brought the citys financial district to a standstill. Teargas disrupting the commute for a second consecutive day. Executive carrie lam says she still hopes district elections will be held as scheduled. We still hope we can hold the elections and try our very best to do so because it is an important election to respect and safeguard, but theres the issue of safety in order, so we have to work hard to satisfy these two requirements. Alix 20 meet on the phone from hong kong is karen joi...
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BLOOMBERG Bloomberg Daybreak Americas July 14, 2024

Rates because they have already accounted for trade. Id weve taken caracalla weve taken care of that, i didnt have to worry about every up and down in trade negotiations. The nature of the war is that you have titfortat going on all the time. It is not reasonable for Monetary Policy to respond to all of these threats and counter threats. Weve already taken that into account. Trade regime uncertainty is high , and we are putting that into the Monetary Policy calculus. Alix then you have a three m...
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BLOOMBERG Bloomberg Real Yield November 24, 2017

The fed is putting rates up. Last time i checked they are still doing so. I think what has caused people to stop and take note is the speed with which it flattened. You have lots of Central Banks around the world, even if the u. S. Is going back. The bank of japan expanding a program. Ecb is very involved. You are not seeing Global Central Bank purchasing winding down. Theetween 50 and 0 is flashing sign. Things are starting to get a lot more challenging. Above 50 you can kind of explain it away...
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BLOOMBERG Bloomberg Real Yield November 25, 2017

Last time i checked they are still doing so. I think what has caused people to stop and take note is the speed with which it flattened. You have lots of Central Banks around the world, even if the u. S. Is going back. The bank of japan expanding a program. Ecb is very involved. You are not seeing Global Central Bank purchasing winding down. Between 50 and 0 is the flashing sign. Things are starting to get a lot more challenging. Above 50 you can kind of explain it away. Equities are doing well, ...
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BLOOMBERG Bloomberg Real Yield November 25, 2017

The yield curve almost always flattens when the fed is putting rates up. Last time i checked they are still doing so. I think what has caused people to stop and take note is the speed and the immense with which it has flattened recently. Mencee immense vehe with which it flattened. You have lots of Central Banks around the world, even if the u. S. Is going back. The bank of japan expanding a program. Ecb is very involved. You are not seeing Global Central Bank purchasing winding down. Between 50...
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