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BLOOMBERG Bloomberg Daybreak Americas July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Daybreak Americas July 14, 2024

Yesterday with donald trump in the oval office and he talked both sides of the question. Pres. Trump fortunately that drone was unarmed. There was no man in it. We didnt have a man or woman in the drone. It would have made a big difference, let me tell you. It would have made a big difference. I have a feeling i may be wrong and i may be right, but i am right a lot i have a feeling it was a mistake that shouldnt have been doing what they did. I want to get out of these endless wars. I campaign on that. This is a new fly in the old meant in the ointment. This country will not stand for it, that...

BLOOMBERG Bloomberg Markets Balance Of Power July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets Balance Of Power July 14, 2024

Becoming the head of the european commission. The french get a vague drawl and the germans get a big draw. Both of them are women. This will have to be ratified by the european parliament. Still weeks to go. Not clear if this could fly if it were to be put to a vote. David wise to warn us. We do not want to get ahead of ourselves. If this comes to pass the way it looks like it might, what does that say about the ecb. It is terribly important to markets all around the world. There were reports we would have a german in that position who could be more conservative. What we know about Christine L...

BLOOMBERG Bloomberg Markets Americas July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets Americas July 14, 2024

A couple of sectors are higher, including financials and energy. The 10 year yield has bounced back a little bit. It is obviously down two basis points now, but still at 2. 05. Topped 1400 overnight. It is back just below that important psychological level. , upe oil rallying up again 10 for the month of june for wti. Guy european stocks are lower today come but volume is sharply higher. ,s you say, quadruple witching but that doesnt have as much of an effect when it comes to index levels. Ratetrading at a higher than the dollar. We got the Energy Complex up. We certainly got a reaction to wha...

BLOOMBERG Bloomberg Markets Balance Of Power July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets Balance Of Power July 14, 2024

The bottom line, President Trump saying iran must never obtain a Nuclear Weapon and the u. S. Was never allowed to do so. From a policy standpoint, he doubled down on his decision to withdraw from the Nuclear Disarmament arrangement negotiated during the Obama Administration and saying the crippling sanctions against iran have further isolated them. Enough,f that were not we have the president getting ready to fly to japan for the g20 meetings. There were a lot of expectations about maybe some progress is being made because they pulled back on a speech from the Vice President. Pence Vice Presi...

BLOOMBERG Bloomberg Markets Americas July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets Americas July 14, 2024

European Energy Stocks not leading that story, which is fascinating. Energy stocks are trading higher, but it is actually some of the raw material stocks and proxy stocks doing a little better. Crude and wti both trading higher. Yesterday we were sub 60. I spent the morning in bern with the smb, delivering its rate decision. The market didnt really get much new. The tone very similar to the previous meeting. I think just at the margin, considering what happened at the ecb last week, caused a little bit of surprise. Franc higher. Ut vonnie mounting tensions in the gulf of oman after two tankers...