On radio and television, what you need to know, a data check into our discussion this morning. The markets are on the move. Just one icon from the Northern Pacific rim, the japanese yen through 1. 50 is historic. Lisa its not just the yen, the bond yields are continuing to go up and youre seeing softness in areas where we see companies outperform. When we reach a Tipping Point . We are not there yet. Tom Julian Emanuel will join us later. Its real simple, he says the fed cannot be happy. You see that with the unraveling of the two sent spread. Lisa the market maybe is doing the work for them but its not clear its actually doing the work thats needed. We will get a gdp figure today that shows a reacceleration in growth that is not what the fed wants to see. We saw a blowout number yesterday of new home sales. The fed is not counting on this to drive down inflation. Tom im drowning in the narrative. Katherine greifeld is joining us this morning. Gdp, first look, 4. 5 . We are struggling.
Keene in london. Tom not the chaos of yesterday. Still overnight the news flows. Historic. Stephanie baker will join us. Weve got a lot of good, thoughtful op eds, including one by Mike Bloomberg that will give some color to the emotion going on in the states. Markets are quite. Quiet. Governor carney has very stable markets. Guy he does. There are rumors doing the rounds that maybe we have got not one but two people voting for a rate hike. Tom dissenters. Guy well talk about that. Lets look at the volatility numbers. This is what were looking at. 79, alook at brent, 50. Lift in oil. Euro, little bit weaker dollar strength. Guy weve got some numbers coming out from the e. U. Inflation forecast. 2018, the headline rate. The ecbs target is at or near 2 . Its raising is 2017 euro area gdp forecast saying risks are more balance. Mirroring what we are getting from mariota draghi. He was riled in the netherlands. Next meetingin the to get to a much more neutral set of language. Tom certainly