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Transcripts For BLOOMBERG Bloomberg 20240704

We are down on the hang seng index, jakartas coming online. We are also seeing u. S. Futures starting to also point lower. We have a series of data points, we should be watching out for trade numbers, inflation is out tomorrow. Im wondering if the market is starting to sniff out a soft inflation number. What is top of mind for you . Yvonne yeah. You mentioned what is going on when it comes to the macro picture. The whole recession debate in the u. S. Is lingering in the bond market. You have the likes of goldman, Morgan Stanley saying, save the move we saw last week that was a bit overdone and by treasuries, its a sign that that may be what we saw was a bit too far. They are talking about going bullish when it comes to the fiveyear for jp morgan, going along when it comes to 30 year tips. They are seeing signs that maybe we are not really the news did not really drive it. The boj was tweaking, the downgrade on u. S. Debt also all ....

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Transcripts For BLOOMBERG Bloomberg 20240704

Those deflationary pressures, gdp target front and center, will it be 5 . Could it be below five, some say unlikely, but we wait and see in terms of where the target would be. It is also about the fed. We have fed chairman Jerome Powell set for testimony expected to reiterate the fed is in no hurry to cut rates, it is likely to lean towards a hawkish tone. We heard from many officials saying that the fed can afford to wait given the data, given strong inflation remain sticky, and the economy remains resilient. The fed, as well as china, expected to did cake dictate sentiment in the market. Also keeping an eye on thailand, india, as it is said to join the trading day in 44 minutes. Lets look at the set, currently up 0. 3 . This is a market that has been lackluster, one of the worst performers in asia yeartodate. Down 3 on the year. The thai baht has been under a lot of pressure, but today gaining 0. 1 . 35. 805 versus usd, and india ....

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Transcripts For BLOOMBERG Bloomberg 20240704

A key test will be the u. S. Payrolls out later today. That will give us some indication of how high the risk is that rates will move up even further. We have the moon left from the promises and signals of support from chinese authorities. That is helping to lift the hang seng tech. Still sitting in positive territory up about 2 . If we want to look at some of the tailwinds or headwinds rather for the markets and risk assets in particular, take a look at the apple suppliers. After the iphone maker flagged those earnings and sales are declining for the Third Quarter. It looks to be more of the same for the current period. Not good news for some of the apple suppliers in the prices are coming down in trade. Lets take a look at what is happening in singapore. We did get one of the big lenders in the country, ocbc, reported a mess slightly on the income. It is flanking caution on the
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Jio Fin, Adani Green, Zomato among cos eligible for F&O

Nuvama Alternative & Quantitative Research identifies potential F&O stocks like Zomato, YES Bank, and Jio Financial among others. Sebi s proposed changes may see 78 new stocks entering the segment. ....

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