BLOOMBERG Bloomberg Real Yield July 14, 2024
Signs of optimism heading into the g20. The lack of bad news is probably good news. Kicking the can down the road will be just fine. We will end up with a stand o ff agreement. Not to disagree so violently that trade talks writedown. You get a reset to restart the discussions. We will continue talking. If things go bad, we could be panicking on monday. Lets say there is an escalation. They storm away from the bargaining table. That that will probably cut by 50 basis points, not 25 in july. David joining me is leduc, and coming from our Princeton Bureau is ira jersey of bloomberg intelligence. ...