BLOOMBERG Bloomberg Real Yield July 13, 2024
Exceptional move. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Qe,ts about potential potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around the table is george rusnak, oksana aronov, and gershon distenfeld. Oksana, lets begin with you. Remember the payrolls report ....