BLOOMBERG Bloomberg Real Yield July 13, 2024
This was a pretty strong report. This endorses the fed pols. Exactly what the fed is looking for. It is reasonable to expect the fed to kind of be on hold. The front end of the curve is selling up more than the backend. The market is saying the fed cause is warranted. It is probably going to remain on pause for a good portion of next year. Jonathan joining me around the table in new york, gershon distenfeld, priya misra, and krishna memani. Priya, lets begin with you. What a payrolls report. Priya a good report, no way to look around it. When we check out the gm numbers, still a solid number. ...