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BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

Right away. Maybe august was that peak fear. The fear trade peaking. Chomped a lot of wood in august, sentiment horrible. Investor sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that, but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings here, we get a revaluation story in equities. I think that is the next trade up, and that is the pain trade. If you want the bull market to die, show me a recession. Until you can produce it, you have to take me over. No recession, C...

BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

Are slowing down. Slowing down. Growth is slowing everywhere. Slowing Global Growth. The fed is not cutting fast enough to keep up with the falling growth outlook. They are actually behind the curve. Likely to be behind the curve. The market is crying out for more. We are looking at extraordinary times in bond markets. Jonathan joining me from london is james athey. Of aberdeen standard investments. In new york, greg staples, priya misra of td securities. Priya, what a month it has been. The 10year treasury, people forget, 2 feels like a lifetime ago. It was the end of july, where we started t...

BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

Would expect at this late cycle. Fears about a u. S. Recession are just not showing up in this report at all. Very hard to get a recession in the next 12 months. You got higher wages and hours trending up. The labor market is holding in. We were worried about manufacturing hours worked and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Uncertainty is enormous on many fronts. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where it goes the uncertainty goes from here. Jonathan joining me around the t...

CSPAN3 400th Anniversary Ceremony - First Africans In Virginia July 14, 2024 - Vimarsana News

CSPAN3 400th Anniversary Ceremony - First Africans In Virginia July 14, 2024

Welcome the mayor of the city of hampton. Please take your seat. Welcome to the 400th anniversary of the first landing ceremony. It is my honor to welcome governor ralph northern and pamela them. Justin fairfax, attorney general mark herring, mark warner and senator tim kane. U. S. Representative bobby scott of virginia and karen bass of california and representative william clay of missouri. The speaker of the house, cox, first counselor tested former virginia governor, cheryl delisles. Also robert mcdonnell. Former representatives and test it. First Circuit Court of appeals. Members of the c...

BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

Still well above what you would expect at this late cycle. Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Budding there are some signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the table, my guest. Guests. If the payroll report doesnt change what you sour carless of what you thoug...