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July 16, 2024
Discussion this evening. Francine we are not brexit free, i have just been sparing you. We have actually been increasing the numbers of icu beds because people need them more. And brexit negotiations are ongoing. There is still the selfimposed deadline of october 15. ,om and i want to make clear the case dynamics in europe are extraordinary for the slopes of those curves are distressing. Its been an extraordinary thursday. Thank you to our team for an incredible news flow. It seems like we are d...
July 16, 2024
Working from home a, but we have seen warehouse jobs surgeon. The challenges are immense and when it comes to returning to some sort of normal. Workersmon encouraged back into the office to increase credibility increase productivity. They had to send a workaround with the coronavirus. Caroline there are so many issues with the coronavirus that are confusing. The temporary issues with the virus, the mediumterm with the slowdown. The white line is the people who are on temporary layoffs. Blue line...
July 3, 2024
Sonali from new york city, for our viewers worldwide. Bloomberg real yield starts right now bloomberg real yield starts right now. Coming up, how will signals the fed to stay on hold but a beast but at least a future rate hike on the table. Credit concerns grow with a fastgrowing wall of maturities. That is around the corner but first well begin with the big issue. Volatility around powell. Powell said in his remarks the fed takes the world as it is. The committee is really feeling its way to wh...
July 3, 2024
The twoyear yield is hanging out at 481 on the day. The twoyear got below 480 last week, it has been hovering around these levels, barely changed on the day. 10year yield, similarly a one basis point move. We will talk about it later in the show, but there is some interesting news this week on the issuance front when you look at the auctions from the treasury and the 10 year will be tested. Data movers on the equity side, shares of micron higher after it was upgraded by baird to outperform. Spir...
July 3, 2024
The 10 year yield going in the other direction. A little bit of a lift in yields. 457 on the day. We will keep our eyes on that. There was a bit of a messy auction people had looked forward to. A lot of dynamics going on under the bond market. Midday movers. We will look at shares of rent the runway. It reported fourthquarter revenue and topped average analyst estimates. The for your outlook was mixed relative to wall streets expectations. Shares slid 90 in the past year through wednesdays close...