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BLOOMBERG Bloomberg Surveillance July 11, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 11, 2024

Begin with some working news. Lisa Moderna Vaccine information has come out. Rate is what we saw, i higher efficacy rate then pfizer. Last week, people were talking about pfizer and how it had to be kept at ultracold to birchers until a couple of days before it was distributed ultracold temperatures until a couple of days before it was distributed. This one has a 30 day shelf life at standard refrigeration. This is very promising, and we are seeing a reaction in markets. Jonathan they are the headlines. Lets plug them into the financial markets. There is the pop on what irna. Equity futures in...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Market as well. Tom ive got to be careful here, but ive never seen it before. The dynamics of particularly dow futures have been extraordinary. Nasdaq 100 shows a little bit of persistency, with green on the screen. Jonathan 18 basis point trading range on the treasury yield. It is the election map everyone feared they might wake up to, confronted with the idea that you might have to wait maybe a few more days. Lisa theres several maps that are the worst Case Scenario for markets. We have the potential for a contested election, but also looking like the democrats will be unable to win the sena...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

I do want to talk about the resiliency of american corporations to adapt and adjust , whether it was Johnson Johnson a bit ago, the seven could jillian dollars the seven gajillion dollars at blackrock. Thenow the story, executable excellence we are seeing in the statistics. It is going to be fascinating. Jonathan it might be too early to say the gloom of pandemic is behind us, but it might be time that we talk about the provision build of these banks. The number comes in at 611 million. I think that is the positive out of this Earnings Report this morning. Talkednali basak really about that be...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Around 9 10, a speech by chairman powell. Much at the center of a storm in many ways. Fiscal stimulus seems to be off the table as the political backandforth of the rnc and dnc take focus. Really interested to hear what he says about inflation is real yields dropped near alltime lows yet again. Tom the real yields dropping is increasing inflation expectations. I looked this morning at great britain, at the united states, europe, and switzerland, and the rate of change of the inflation expectations, with the u. S. Leading the way to a higher vector versus the other three major countries. Weve g...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Especial good morning on sirius xm channel 119, and the path of hurricane laura. That will be a long pass of rain over the next number of days. It is a natural disaster, and every expert says, not that it will affect national gdp, but nevertheless a profound storm. Lisa it really raises the question of what resources the United States has to do with a storm of this magnitude, the biggest storm hitting the u. S. In records going back to the 1800s. How much we have to combat this at a time of such economic distress. Tom galveston here, i believe, and the sunrise over to lake charles and onto new...