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BLOOMBERG Whatd You Miss July 11, 2024 - Vimarsana News

BLOOMBERG Whatd You Miss July 11, 2024

Still have a crack at taking the senate, but with biden inching to the white house, what policymaking is the market baking in . Biden hasy rains, but taken many by surprise. Joe the real winner this week, not biden, not trump, the good old 6040 portfolio. Everybody had left it for dad not long ago. Theof the best weeks for 6040 portfolio in a long time. End of election volatility. We are not likely to get a big stimulus. The diversified investor wins again. Romaine another big winner on the week was anyone shorting volatility. Most volatility measures started to pick up. The idea that we were ...

BLOOMBERG Whatd You Miss July 12, 2024 - Vimarsana News

BLOOMBERG Whatd You Miss July 12, 2024

The question to come is one next the economic crisis . Dear i say, when next the markets . There was a broad selloff. Major groups losing 2 acrosstheboard. Technology having one of its worst performing days. Now there is no stimulus inside and the u. S. Election is on our doorstep, investors are in a riskoff mode. What would help . Spending. Ays fiscal bill dudley weighed in on that too, saying the fed needs to help the economy. Joe, there is definitely some riskoff sentiment. Joe absolutely. Obviously we have known for a little while that stimulus in the shortterm is the gone. Is gone. And th...

BLOOMBERG Bloomberg Daybreak Asia July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Daybreak Asia July 12, 2024

Changing condition. Futures point higher in sydney and tokyo. The yen holding back. Almost everybody is softbank thinks the group taking a Group Private is a bad idea. We will look about the chances of such moves actually happening. Lets take a look at how we are kicking off trading in sydney. It is a public holiday. But we do still have the cash 4 in thep about 0. First two minutes. This comes on a busy week for australian traders. The budget where we are expecting to see assumptions made about a vaccine becoming available and we are also getting a report that is trillion is set to further li...

BLOOMBERG Whatd You Miss July 12, 2024 - Vimarsana News

BLOOMBERG Whatd You Miss July 12, 2024

Alreadyional level and there is a partisan battle over replacing Supreme Court Justice Ruth Bader ginsburg. It is not just traverse is bided. It is the senate, 10 seats now held by the gop that are considered competitive. The markets are volatile today but they could be for the rest of 2020. Like with theeem news about Ruth Bader Ginsburgs passing, election risks, front and center. Today, kind of an interesting day on the market. The cyclical areas. Banks having a weekday. Bank index down nearly 4 . One contributive factor could be the release of documents related to Money Laundering and so fo...

BLOOMBERG Whatd You Miss July 12, 2024 - Vimarsana News

BLOOMBERG Whatd You Miss July 12, 2024

Bit of the rising yield. 65 basis points on the 10year. Throughout the day, i think my theme has been trained to gauge investor sentiment. Maintains, stocks can these high levels. If you go up to 1 or one and a quarter, he has to massively rethink his price target. Then you get to the relative trade. Of course, earnings yield lower than the 10 year treasury at the moment. But if it starts to climb a little bit, how does that affect the relative value . Caroline we have had that sort of worry. Mike wilkins at Morgan Stanley also saying, we are worried about rates going higher and what that woul...