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June 30, 2024
Is it likely the curve ends steeper than it is currently . Highly unlikely unless the fed puts the rate hikes on ice or starts to ease. Very unlikely scenario. Very much likely contining to flatten. In that environment we paint strong growth. Inflation maybe ticks up a little bit. The yield curve continues to flatten. Critically, it does not invert. Im worried about it, too. I think we need to watch it. The 10year treasury, high 230s is meaningful. The history of inversions is such that it is te...
June 30, 2024
The reality is this curve should stephen steepen because of less foreign competition for treasuries. When you add in the 700 billion next year, we think that the recipe for a steeper curve. Is it likely the curve ends next year steeper than it is currently . Highly unlikely unless the fed puts the rate hikes on ice or starts to ease. Very unlikely scenario. Very much likely contining to flatten. In that environment we paint strong growth. Inflation maybe ticks up a little bit. Does not get out o...
June 30, 2024
Following the successful trading session in asia. Mifid ii, 15 minutes into the trading session, there was 25 less volume ban on the 30 day moving average. Looking at your dollardollar, unchanged. Tle bit at 2. 7 my 10 year yield . Well talk geopolitics and south and north korea talking. Coming up on bloomberg surveillance, we will be speaking to Lucy Macdonald, chief Investment Officer at lianzl equities and al global investors. Twe also discussed the new financial law. And Daniel Morris also j...
June 30, 2024
A fresh week for a lot of markets. Asian equities off to a stronger start. The handoff from the United States in terms of the s p 500 was fresh record highs again. Take a look at global markets. Index up, a selloff in new zealand. Markets in tokyo are closed for a holiday. We dont get much indication there. Australian bonds lower, tracking moves in treasuries. Take a look at the south african currency, downside on the back of comments from authority saying they will take actions to stem moves in...
June 30, 2024
Beijing may finally be winning its war on smog. Plenty more on those stories over the next couple of hours. Calendar today is trade numbers out of china for the month of december appeared rounding out has been a year of significant recovery when it comes to chinese exports in particular. 5643. After the declines over the past couple of years we do see two years of decline followed by that recovery. We are looking at december, a 10 year on year rise when it comes to exports coming in dollar terms...
June 30, 2024
After dinner, we had a fascinating, discussion about khrushchev and kennedy. But it was different ones, mrs. Jacqueline kennedy and mrs. Khrushchev. We may leave that for later discussion, but i enjoyed that conversation. Vlad is a professor of International History at the London School of economics. He is an expert of the cold war and soviet russian history, particularly intellectual history. Among his books particularly related to this topic, the failed empire and the cold war. From stalin to ...
June 30, 2024
This is about one hour. Barbara this is our second half of this panel. We will go to a little bit past 1 00 during i just met glad last ad last evening over dinner. After dinner, we had a fascinating, decision about khrushchev and kennedy. But it was different ones, mrs. Jacqueline kennedy and mrs. Khrushchev. We may leave that for later discussion, but i enjoyed that conversation. Vlad is a professor of International History at the London School of economics. He is an expert of the cold war and...
June 30, 2024
And bill clinton, as well as their russian counterparts. This is about an hour. This is our second half of this panel. We will go to a little bit past 1 00. I have just met vlad zubok last evening over dinner and after dinner in which we had a fascinating conversation about khrushchev and kennedy. But two slightly different khrushchevs and kennedys about whom weve been speaking and it was mrs. Jacqueline kennedy and mrs. Khrushchev. We might save that for a later discussion. But i really enjoyed...
June 30, 2024
1 00. I have just met vlad zubok last evening over dinner and after dinner in which we had a fascinating conversation about khrushchev and kennedy. But two slightly different khrushchevs and kennedys about whom weve been speaking and it was mrs. Jacqueline kennedy and mrs. Khrushchev. We might save that for a later discussion. But i really enjoyed that conversation. Vlad is a professor of international historio London School of economics. Hes an expert on the cold war, and soviet russian history...
June 30, 2024
We may leave that for later discussion, but i enjoyed that conversation. Is a professor of International History at the London School of economics. He is an expert of the cold war and soviet russian history, particularly intellectual history. Among his books particularly related to this topic, the failed empire and the cold war. I noted among his books zhivagos children. Having just watched the movie yet again, dr. Zhivago, i was topic. O that jerry is a longtime friend of the Miller Center. We ...