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BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

2020. 2020. We are pretty constructive on 2020. People want the year to be over. We are just not there yet. There are still some scabs, wounds here. December 15 is looming. I dont know if there will be a trade deal. That could create dislocation in the market. We dont know how many more phases we could get. Anything could go wrong at this point. We dont want to end the year on a mediocre note. We need to see the data come through in order to pop the champagne and call the all clear. Jonathan the year is not over yet. Joining me around the table, oksana aronov, george rusnak, and greg peters. G...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

This endorses the fed. Exactly what the fed is looking for. It is reasonable to expect the fed to kind of be on hold. The front end of the curve is selling up more than the back. The market is saying the fed pause is warranted. It is probably going to remain on pause for a good portion of next year. Jonathan joining me around the table in new york, gershon distenfeld, priya misra, and krishna memani. Priya, lets begin with you. What a payrolls report. Priya a good report, no way to look around it. When we take out the gm numbers, still a solid number. But i have to highlight, caution a little ...

FBC After The Bell July 13, 2024 - Vimarsana News

FBC After The Bell July 13, 2024

Gerri willis on the floor of the new york stock exchange, make burman at the white house, edward were starting with you. Will the u. S. Impose more tariff s on chinese goods this weekend or next . Deirdre, youre asking right now, today, yes. The administration Going Forward with those tariffs nothing has been changed, as of right now, white house Economic Advisor larry kudlow saying its up to the president if he sees enough progress to change that and it was a very busy day as you noted on capitol hill. House Speaker Nancy Pelosi saying that she got a usmca deal but was a nonstarter and she tu...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

Global growth bottom. Data has bottomed out. Probably bottomed out. The data has been decelerating for the last year, 18 months. That is coming to an end. Confidence is rebuilding. You can see it in the bottoms up numbers. The data has been bottoming. It is not 100 . All we are looking for markets to go hire is for the Global Economy to revive and overall trade issues do not get worse. If trade negotiations fall apart right now and phase four tariffs go in, you cannot tell me that the data will not get worse. You either get a phase one deal, which is fine, or it falls apart, and we go into pha...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

Over. We are just not there yet. There are still some scabs, wounds here. December 15 is looming. I dont know if there will be a trade deal. We dont know how anymore phases we could get. Anything could go wrong at this point. We dont want to end the year on a mediocre note. We need to see the data come through in order to pop the champagne and call the all clear. Jonathan the year is not over yet. Joining me around the table, oksana aronov, george rusnak, and greg peters. Greg, lets begin with you. A real year end field to so many discussions weve been having. How do you have a 2020 call befor...