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Signs of optimism heading into the g20. The lack of bad news is probably good news. Kicking the can down the road would be just fine. We probably will end up with a standstill agreement. Not to disagree so violently that trade talks break down. You get a reset to restart the discussions. Further discussions. Further meetings. Well continue talking. If things go bad, we could be panicking on monday. Lets say theres an escalation. They storm away from the bargaining table. The fed will probably cut by 50 basis points, not 25 in july. You dont need tariffs to go away. The fed is going to be dovis...

Nonopec allies. We are already seeing demand pick up, refineries that had been in maintenance have come back we Inventory Data out of the u. S. Prove what i said, that demand is picking up shares in Funding Circle plunge after the online lending platform cuts its fullyear revenue forecast in half and blames softer demand for loans as we mentioned, its been an interesting day for european bond yields. You can see the italian, spanish and portuguese there, theyre all at record lows really significant numbers if you think about the context. Over the last ten years, in germany the negative yield r...

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 off 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. , the dont need tariffs fed is going to be dovish. Taylor joining me is ken taubes, david leduc, and coming from our Princeton Bureau is ira jerse...

Was checking in around 6 00 a. M. To squawk box but still looking up road map this morning, it starts with a potential trade boost, stocks as you saw pointing to what would be a pretty good open at least if youre long after treasury secretary mnuchin said there is a path to a deal with china. Plus, trade head winds hitting home, fedex saying the ongoing disputes are creating, quote, significant uncertainty for its business outlook. Micron surging this morning, this on strong Quarterly Results. The chipmaker also resuming some sales to huawei and forecasting demand recovery this year. Stocks ar...

We start with the big issue. Signs of optimism heading into the g20. The lack of bad news is probably good news. Kicking the can down the road would be just fine. We will probably end up with a standstill 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. The fed will probably cut by 50 basis points, not 25 in july. Taylor joining me in new york is ken taubes, david leduc, and coming...