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BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

What you are seeing is the pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak fear. Chomped a lot of wood in august, sentiment horrible. Sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a valuation story in equities. That is the pain trade. If you want the bull market to die, show me a recession. Until you can produce it, you have to take me over. No reces...

BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

Right away. Maybe august was that peak fear. The fear trade peaking. Chomped a lot of wood in august, sentiment horrible. Investor sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that, but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings here, we get a revaluation story in equities. I think that is the next trade up, and that is the pain trade. If you want the bull market to die, show me a recession. Until you can produce it, you have to take me over. No recession, C...

CSPAN3 400th Anniversary Ceremony - First Africans In Virginia July 14, 2024 - Vimarsana News

CSPAN3 400th Anniversary Ceremony - First Africans In Virginia July 14, 2024

Welcome the mayor of the city of hampton. Please take your seat. Welcome to the 400th anniversary of the first landing ceremony. It is my honor to welcome governor ralph northern and pamela them. Justin fairfax, attorney general mark herring, mark warner and senator tim kane. U. S. Representative bobby scott of virginia and karen bass of california and representative william clay of missouri. The speaker of the house, cox, first counselor tested former virginia governor, cheryl delisles. Also robert mcdonnell. Former representatives and test it. First Circuit Court of appeals. Members of the c...

BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan another big week for treasury yields. Is kathy jones and brian rehling. Morgan sta...

CSPAN3 400th Anniversary Ceremony - First Africans In Virginia July 14, 2024 - Vimarsana News

CSPAN3 400th Anniversary Ceremony - First Africans In Virginia July 14, 2024

To begin our program, please welcome the honorable donnie artech, mayor of the city of hampton. [applause] please take your seats. Good morning and welcome to the 400th anniversary of the first african landing commemorative ceremony. It is my honor to welcome Governor Ralph Northam and first lady pamela northam, Lieutenant Governor justin fairfax, attorney general mark herring, senator mark warner and senator tim kaine. U. S. Representative bobby scott and representative elaine luria of virginia. Representative karen bass of california, and representative william clay of missouri, speaker of t...