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BLOOMBERG Bloomberg Surveillance July 11, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 11, 2024

On bloomberg tv and radio. Typically alongside tom keene and Lisa Abramowicz, im jonathan ferro. Hyde is here this morning. You and i are operating into different time zones. Weve got to work through a brutal here and now on both sides of the landing. The atlantic. Lockdowns are coming to an end on your side of the atlantic, but i wouldnt want to get up early for anyone else. At the moment, i am seeing some Market Action that just speaks to this rotation not having that much longevity this week. Bettern this is much than what tom gives back. Perfect timing. Lets get to the price action this fr...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Quiet. Youve really got to believe, with the tone we got from the president last night, i thought more invigorated than the recent days, that this is really going to heat up into the kind of Campaign Money people have been expecting, as you say, with 20 days to go. Jonathan heating up on capitol hill as well. House Speaker Nancy Pelosi under a little bit of pressure. A 2 trillion game of chicken playing out in washington, d. C. Tom shes going after wolf like,r of cnn, which is, unamerican to do that. [laughter] seriously, talking to mr. Adams of kentucky, mr. Adams made clear that mr. Mcconnel...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

The idea that they can delay decisions into september, i just dont get that when i observe what i observe on the streets of new york. Jonathan lets observe the price action. We know why theres no urgency. Compare and contrast to where we were back in march. D. C. Is on the road to nowhere. They have been for the last several weeks. Tom there are two americas out there. Good morning, john edwards of louisiana. What we see is the complacency of the politicians that they have time. I dont understand where that complacency came from. Jonathan lets get to the economic data. Cpi coming out later thi...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Alongside lisa abramowicz, im jonathan ferro. Tom keene back on monday. The equity market unchanged right now on equity futures. It is the bond market tickets your attention. The worst week for 10 year treasuries going back to june. Lisa very low rates, but it seems like theres at least a little bit of a concern creeping in about the record bond issuance from the u. S. Government. The question is whether this is a momentary blip. Today, people seem to be treating it as a buying opportunity. Jonathan so far, so good this week in terms of expectations. Claimed yesterday, positive relative to exp...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Middle of may. The key question is why should Americans Care about it because it will rebound right back if it fails this weekend. Jonathan what is failure this weekend . What is success . Will they kick the can european style, or will we see progress . Lisa theres less than a 50 chance there will be a deal agreed upon, something we are watching. 8 30 am, u. S. Housing starts and building permits. Got Mortgage Rates under 3 at record lows. P. M. , former fed chair janet yellen and ben bernanke testifying before congress, signing a letter alongside 28 other economists urging more fiscal support...