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July 16, 2024
Time those are good too if demand from the treasury doesnt come back in coming months, whats the longer term implication for Interest Rates i know youre reticent to give any forecast on Interest Rates, which i understand, but give us a tone about the impact, the correlation there. There seems to be flying of demand for our paper i wouldnt want to speculate about what Interest Rates might do were the worlds reserve currency and in times of stress people want to own u. S. Treasury obligations and ...
July 3, 2024
Rafah has begun. Israeli tanks are in the city. In response, the wall street journal reports that President Biden is delaying the delivery of precision weapons. That means biden is denying muchneeded weapons to do our ally at a critical point in the war. These new developments in gaza will likely enflame the antiisrael demonstrations weve been seeing. Last night if much of new york city was brought to a sandstill as propalestinians blocked traffic, burned the flag and vandalized a world war i mo...
June 21, 2024
Cfo will join us first on cnbc. Staples and office depot higher in the premarket, reports two in advanced merger talks. First up Oil Prices Rising sharply on expectation of decline and u. S. Drilling activity. Bp posted better than expected quarterly results. Bp ceo bob dudley spoke this morning. I think its going to take time. Could be a long time. There is excess supply. U. S. Productions still growing. We see about the rig counts what its growing. And chinese demand of course great. Growth in...