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BLOOMBERG Bloomberg Surveillance July 11, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 11, 2024

Furman, who was across from chair yellen years ago at the councils of economic advisors. It will be fascinating to see what she does in a very different job. The headline is she has to do with congress and the senate. Jonathan and she is conditioned by the experience of the previous cycle, and i think that is really important. This is about avoiding a premature declaration of victory. Chair yellen has lived that, and im sure she wont want to make the same mistake twice. Tom i am really focused on the department of defense after the chaos we have seen over the last number of weeks, so that will...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

About President Trump and congressional republicans. I guess you are getting that body language from Mitch Mcconnell. But why is the bond market moving . We are at 0. 83 on the 10 year yield, the steepest back to march of 2018. We are pricing in stimulus at some point. Jonathan through 80 basis points. Wonder if, off the back of a move in treasuries, people start to talk about reflation all over again. Lisa i dont know that the underlying data is really supporting that. We will get a read at that with iea crude oil inventories. A report yesterday showed a surprising building u. S. Inventories....

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

The idea that they can delay decisions into september, i just dont get that when i observe what i observe on the streets of new york. Jonathan lets observe the price action. We know why theres no urgency. Compare and contrast to where we were back in march. D. C. Is on the road to nowhere. They have been for the last several weeks. Tom there are two americas out there. Good morning, john edwards of louisiana. What we see is the complacency of the politicians that they have time. I dont understand where that complacency came from. Jonathan lets get to the economic data. Cpi coming out later thi...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

That has been totally unpredictable and has led to this word going on forward, which is uncertainty. Uncertainty and economics, uncertainty across investment. Says it isnuchin across finance as well. To me, the hard question here, forget about hong kong, about Boris Johnson talking about the fdr new deal for your united kingdom. Windows thehing is next round of fiscal stimulus appear. Jonathan there will be huge pressure to deploy yet. The message from chairman powell is we will not fully recover until we control this virus in this country. And the radical uncertainty being expressed by policy...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Jes staley coming up from barclays, he has got the mess in hong kong. Kevin cirilli will be with us from washington on the trump response to the news out of hong kong. Right now, in your united kingdom, it is a new deal in dudley. Francine it is a new deal. We are expecting the Prime Minister to deliver on his speech that was quite popular in his pReelection Campaign, bringing britain back. We are expecting him to do a lot for infrastructure, give money to schools that under previous tory government slots lost a lot of funding. Deathsy are there more because of covid19 compared to other europe...