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BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Tesla, apple story. It harkens back so many times to derivative excesses. We have the right guess coming coming up guests on this. Jonathan futures down hard. Down 1. 9 . Never mind the next couple of hours. What is softbank . Tom this is the heart of the matter. This is real simple. They publicly traded Company Acting in an investment capacity. Beautifully done up by the zero hedge at abu dhabi. X going to big guys, etc. X Deutsche Bank gus. Guys. People are seeing the unwind of a successful derivative strategy. Jonathan lisa, a little bit of supply a little later. Lisa this is the tension. T...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

It was uncorrelated. We will do that in the data check coming up. Francine longer data checks today. Lets get straight to the bloomberg first word news. Heres karina mitchell. treasury secretary Steven Mnuchin and House Speaker nancy pelosi are working to avoid a government before the election. They wont let the stalemate over virus relief legislation hold up a stopgap spending will. Allow the government to stay in operation through the new fiscal year. To , the president tried to get out of visiting graves of marines killed in world war i in france. He reportedly said, why should i go to that...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

President trump aggressively denied the story, with, i believe, four sources cited early in the article. It is amazing how one story can shift a dialogue. Francine shift the dialogue, maybe, tom, but i dont know what impact it will have on the polls. Polls, it is one of the interesting conversations in an election year, banks realize they could be one of the most volatile moments in the markets, if you look at the states or whether there is a broader change of heart toward change of mind when it comes to that november election. H, brilliant on that yesterday, talking about the swing state poll...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Moves down again. Tom im looking for an entry point here. Purves ofael tallbacken make a separation of the equity activity we saw yesterday from bonds, and particularly from fx. Kit juckes said the same thing as well. This is very discrete to the equity markets yesterday. See it with the vix in almost two points some hour or so ago. Some improvement there. Jon i would agree with that. The japanese yen did nothing in the last 24 hours. Treasuries did nothing in the last 24 hours. The question we have to ask, is it just an equity event, or does it raise really serious questions about folio const...

BLOOMBERG Bloomberg Markets European Close July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets European Close July 12, 2024

It is the big heavy weights adding weight to the downside. We are seeing apple down, alphabet down. 1. 44 ,xx 600 down by less heavy on tech. Yesterday higher. The cable rate also under pressure. Pressure on Boris Johnson right now as he prepares walk away potentially from an international treaty. The other thing worth bearing in mind is the financials are under pressure. We put the german 30 year in there. The curve flattening quite significantly today, and that is having an impact into those financials. Alix yes indeed. Also, watch aerospace. Boeing is apparently slowing streamliner deliveri...