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People saying we are going to get this rotation out of growth, into value. That rotation seems to be overdone. I wonder if you are still going to get people trying to push that narrative. Jonathan yields higher off the back of the ppi data yesterday. Friday. Y, retail lisa we are expecting a little bit of an increase, kind of like what we saw yesterday. It is going to be interesting to see whether weve got a further selloff in bonds. We will get another record sale of u. S. Treasuries on the long end, selling 10 year notes. Yesterday we saw that three year auction come in very strong. Interest...

The cash trade is one hour away. Lets get your top headlines for you off the bloomberg terminal. Trump signsnald executive orders blocking u. S. Residents from doing business with tiktok and wechat. Shares in tencent plummet. The white house and democrats failed to strike a deal on stimulus. Trumps chief of staff says the differences are still significant as the july jobs report looms. We will speak shortly with Standard Life aberdeens deals, flows,bout and his successor. Results are crossing the wire as we speak. Annmarie, what do you see . Annmarie looks like it is a beach. Eps comes in at 7...

Toolbox, but there are no plans to use them. Since the decision, we did see the market pare back a little bit, pricing around negative rates. Bailey also saying the bank of england forecast has an unusually large downside skew. The reaction, the pound suggests the market took the boe forecast as pretty robust. 1. 3172. Dailey also says it is hard to draw a conclusion from the bank of vacant forecast and we must be careful not to over interpret faster indicators. Hes speaking in a briefing to journalists right now, saying the boe could use like forward guidance, negative rates of the toolbox. T...

Thats what we are trying to achieve. Roche sees profits and sales fall in the first half but a turnaround has already begun helping with the full year outlook. Since june and now july, hospitals have opened again and patients are returning to hospitals. We see our sales recovering. Thats why we returned our initialo initial outlook. Sales of unilever as sales of ben and jerrys and more in north american sales the outbreak continues to weigh in many markets. I would say latin america is in the throws of it. We are seeing significant increase in africa and south asian continents topping the stox...

Joe, you tell me first, whats going to be the determining factor this month for stocks i think were going to need to see some value. Were going to have to see energy and financials come around i know i am asking for a lot to see those sectors participate. To your comments at the top of the show about the month of august and the impact that it has, went back and studied the last ten years and in the last ten years, if you did go and purchase or enter the market at the low point in august, at the end of the year, in each instance, except 2018, you were rewarded for that. I would be concerned if ...