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By as investors have been rushing into safer assets. , tlt hask at the flow taken in more than 4 billion this year, which is a record for seenund, while spy has outflows of 18 billion, even as we saw the s p 500 rally over the last six months. Interesting, those outflows on the s p 500. Gaine looking at a small this week. If you went to the beach and came back, the markets are basically unchanged. The roller coaster and selloff monday, rebound rally yesterday, then todays huge rally come the s p 500 up three days in a row. Lets put that into context. Over the last year and a half every time it...

Getting a boost from the gdp boost print which was something. 1. 8 growth. Shanghai, doing well. Lets look at whether the currencies are playing out in this because when we see the japanese yen appreciate, we tend to find exporters are under belowre but it is still 106 and doing ok on the nikkei 225. The euro, fractionally moving to the upside at 1. 12. This, despite what has been a bit of a fallback but it looks salvinis government is on the verge of collapse. Meanwhile, we had the fix early in onshore yuan, below seven against the dollar. Lets carry the position we have on these markets. Let...

(Bloomberg) -- Software contract spending in the second quarter hit its lowest point in three years, according to a new report, suggesting potentially disappointing results when providers report earnings over the next month.Most Read from BloombergApple Tests ‘Apple GPT,’ Develops Generative AI Tools to Catch OpenAIA $500 Billion Corporate-Debt Storm Builds Over Global EconomyNadella’s Microsoft Payouts Top $1 Billion on 1,000% Stock BoomTesla Sinks as Musk Warns of More Blows to ProfitabilityMu

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