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July 16, 2024
Typically this is the time you would see investors plow back into their equity safe havens like tech names. The sectors outperforming our the two that have been hit the hardest so far this year, financials and energy. Financial still off 24 . Energy down 30 year to date. Well asbank index doing regulators rollback some of the rules put in place after the great financial crisis. Banks will no longer have to set aside money when trading derivatives with their affiliates. That frees up capital, and...
July 16, 2024
Overnight into june the 1st. And as one television a week ago describing the events of how a group of white rioters had marched into greenwood, it was called black wall street and had killed up to 300 people there and had set greenwood on fire, destroying homes and businesses. As im talking and many people at home dont know this, but everyone in this chamber does, as im talking im just talking to a camera lens. I cant tell whats on tv at the time, but as im talking, there are pictures of a town ...
July 16, 2024
Surgeons as the daily virus death toll drops. We get pmis from across the region throughout the program. Fragile sentiment. Stocks fall amid political sparring between the u. S. And china. President trump promises a conclusive report following allegations the coronavirus began in a wuhan lab. This crisis is different. Warren buffett explains why he has not put his record cap trial to work as companies clamor for liquidity. Futures equity markets, to the downside. Matt miller is with us from berl...
July 7, 2024
Country seems to be fueling some kind of negative sentiment worldwide. Tom i agreed to start there for the western world. Its not just about china. There disinflation, we dont need a bunch of charts this early in the morning but the vector of deflation and disinflation in china from the beginning of covid and they did covid differently than we did but im sorry, its disinflationary and get you down to a run rate of a positive 1 even with the present deflation and thats not good enough. Jonathan a...
June 30, 2024
Rubenstein i began to take on the life of being an interviewer, even though i have a day job running a private equity firm. [rubenstein continues reading onscreen text] james, thank you very much for doing this. Honored to be here, david. Now, you have an accent compared to me. Maybe in australia, you dont have an accent. But you have an australian accent. I assume thats because you grew up in australia. It is. And its also a measure of me being tonedeaf that after 30 years, i havent been able t...
June 30, 2024
Repurchase and announces a new Global Wealth management unit. A very warm welcome. This is bloomberg daybreak europe today. I am joined by matt miller in berlin. We need to talk about whats happening in the markets and the breaking news coming out. Breaking news out of sanofi. The wall street journal is carrying this news over the last 24 hours. A company. D buy this is a touch above the number reported in the reports over the weekend, suggesting 11. 5 billion. It is expected to start in februar...
June 29, 2024
Even though i have a day job running a private equity firm. [rubenstein continues reading onscreen text] james, thank you very much for doing this. Honored to be here, david. Now, you have an accent compared to me. Maybe in australia, you dont have an accent. But you have an australian accent. I assume thats because you grew up in australia. It is. And its also a measure of me being tonedeaf that after 30 years, i havent been able to get rid of it. So i am an only child, so i dont know what its ...
June 28, 2024
David i dont consider myself a journalist. And nobody else would consider myself a journalist. I began to take on the life of being an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . James, thank you very much for doing this. James honored to be here, david. David you have an accent compared to me. Maybe in australia, you dont have a knack sent, but you have an australian accent. I assume that is beca...
June 28, 2024
David i dont consider myself a journalist. And nobody else would consider myself a journalist. I began to take on the life of being an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . James, thank you very much for doing this. James honored to be here, david. David you have an accent compared to me. Maybe in australia, you dont have an accent, but you have an australian accent. I assume that is because...
June 28, 2024
David i dont consider myself a journalist. And nobody else would consider myself a journalist. I began to take on the life of being an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . James, thank you very much for doing this. James honored to be here, david. David you have an accent compared to me. Maybe in australia, you dont have an accent, but you have an australian accent. I assume that is because...