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Europe and the u. S. Anne good morning and welcome to bloomberg daybreak europe, our flagship morning show from london. Im anna edwards. Manus im manus cranny. The markets took a bit of a punching last week. Investors must 868 billion, the worst week this year. Put the two together, the Bloomberg Barclays aggregate bond index, and they lost 681 billion, anna. If you look at the losses here, the question is, was it an opportunity . The japanese scooped up u. S. Treasury bonds. They came in size and plenty. We have the bond yields at the bottom of your screen and 10 year Government Bond yields a...

Stocks are following it today for the third day in four days. Commodities,ds, everything you need to know about the market and oneshot. The best of all possible worlds, european earnings. Something is going to change in stable eps revision for the stoxx 600 through midyear. This is sharply contrasting with normal negative revisions. We are going to speak to Bloomberg Intelligence in just a second. They say that guidance will be key to whether this trend continues. 2017 is the top line. Been remarkably calm in the earnings revisions. Will it continue . We will ask tim in 20 minutes. Mario dragh...

Another voice on the discussion later in the program. Kaplan is going to be joining bloomberg after 1 00 p. M. London time on bloomberg radio. Pay attention to that conversation. U. K. Finally admits it is going to have to pay a brexit bill if in thement government. A more realistic look at the divorce. Trading is expected monday warned us about that. How week willis actually be 00 weak will it actually be . Matt less than half an hour away from the cash trading in europe. Futures gaining, although they are slight. It looks like investors are taking it easy today. I have got a threeday chart o...

Ranges i agree and it occurred to me again why the market went up yesterday, we just dont know how to enjoy good things, good times. I mean, it really looks like we have maybe progrowth policies, Interest Rates that will probably still stay low. Inflation that probably wont be a problem. Everybody is worrying about Profit Margins hitting peak because wage gains will start hurting Profit Margins its bad for income inequality, but in the meantime Profit Margins stasy sustained. Everyone is saying its overvalued, but are we missing the point that there is like a perfect storm . Yeah, and yesterda...

Sarah eisen and andrew ross sorken joining us. Great to have you. Were going to have raul sud, the founder and ceo of unicorn and mike isaac of the New York Times as well in just a moment. Lets check on the markets. The s p 500 is coming off that record close yesterday and now back in record territory that weve gone positive on the s p 500. Doesnt take much these days its up about. 2 . Being led by the financials, utilities, and Consumer Discretionary thi discretion a direction airy negative samestore sales. Better than expected you got almost a 20 gain for stocks like kors the dollar is on th...