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Transcripts For BLOOMBERG Bloomberg Markets European Open 20240711

Belgium urge eu leaders to step up plans for a no brexit. 50 questions from german lawmakers. We will talk to a member of the team. Rd investigative a warm welcome to the program. U. K. Data. Datac sector net borrowing coming in this morning. Excluding the banking group. At 28. 3ber has come in billion pounds. That is below estimates. The estimate was for 30 billion. That are than anticipated. Really interesting aspect here payhat the Public Sector conversation will look like from here. We have a Spending Review coming wednesday of next week. In july, the chancellor made the point that the fed felt publicsector pay was needed. We are bracing for some effort from the treasury with regard to Public Sector pay. Squeeze in Public Sector pay perhaps coming. We will focus on that and it will be interesting to see the comments coming through or the numbers coming through on the banking sector. That is the u. K. Data. Markets. Futures looking a little bit mixed really if you take a global pict

Transcripts For BLOOMBERG Bloomberg Markets European Open 20240712

Four days of losses is about to become five. Are down 7. 5 over the previous four days. Cross assets, we look like this. A bid into the bond market briefly in treasuries. It did not stick. It was a treasury market selloff. This morning, it is about yen strength. Dollaryen coming down on 0. 3 . Again. Rude is down 0. 9 mark wheret is that you have these massive producing countries like russia and saudi starting to worry. These are very hard prices to deal with when you try to balance your books. It all comes back to demand. Everything is about demand right now. When you have france and germany going into lockdown, that does not bode well. Euroyen is striking me this morning. I feel that for the first time it is acting like a haven. It is her membrane what it is supposed to do. Jonathan a bit of yen strength. Chancellor merkel giving a wakeup call to her fellow eu leaders. They failed to act quickly stop the pandemic. For more, our western europe managing editor joins us. Walk us through

Transcripts For BLOOMBERG Bloomberg Markets European Open 20240711

10ly plans on spending billion euros a month. Biden uses his first call with Boris Johnson to reaffirm his support for the good friday agreements. A lot to talk about this morning. Under one hour until the start of the European Equity trading session, futures look flat. Ftse futures, dax futures, a bit of a mix. Yesterday europe was up strongly 1. 5 or more on the major markets by the close. We come into today with a continuation of themes of the previous day, selling out on tech, getting back to value. Lets get to u. S. Futures, looking more buoyant and having to do with what we did not see in the u. S. Session yesterday. Things are not as strong across the board. Nasdaq down by 0. 3 . U. S. Futures looking have we seen that rotation playing out in terms of the tech versus value story . It is in play in asia. It is inch deceit a japanese equity market doing well. See the interesting to japanese equity market doing well. Part of this has to do with what is going on in tech, a crackdown

Transcripts For BLOOMBERG Bloomberg Markets European Open 20240712

1. 5 ct for the s p tumbled and the nasdaq hit harder in a couple of minutes. Treasuries and the yen gain. Money floods into safe hane assets it is a president s positive test acts as a wakeup call for markets. Good morning. Just under an hour away from 60 minutes away from the start of cash and equity trading in europe. We do see drops more than 1 in European Equity Index Futures. We were looking at some positive numbers just an hour ago. Take a look at the u. S. Futures. Down with the nasdaq underperforming. 1. 9 . And dow off anna we see reaction to these stunning headlines that have taken the markets by storm. Gripped the market. Dictating many over the moves that were seeing. Beware many of the markets in asia are closed. What we have open in asia is japan, australia and indonesia. We saw instant negative reaction. Nasdaq futures down by as much as 202 in the initial place where we saw the news breaking. We do see negative riskoff reaction. We see money going into the dollar and c

Transcripts For BLOOMBERG Bloomberg Markets European Open 20240712

U. K. Sounds a note of optimism. Make my day. Tough words from saudi arabias oil minister. Whoever gambles on this market will be quote ouching like hell. The under an hour away from start of cash Equities Trading in europe. Lets look what we have. Futures not all that convinced in any direction. Weakness in markets yesterday and equity markets, and nasdaq. Ar in u. S. Futures flat and mixed. We do see nasdaq futures heading to the upside. Because ofnificant the selling we have seen. Concerns about concentration and previous gains in the tech sector. We are digesting what we have heard from the fed. In assessments of weaknesses the u. S. Economy. The fiscal boost that will be needed. Lots of questions over the fiscal side of things. Modest gains coming through in asia. Asian stocks of around 0. 4 . The south korean market up a fraction of a percent. Elsewhere, fairly flat markets. Won up to anean eight month high. Dollar weakness part of the story. Keep an eye in oil prices. We mention

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