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BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

We will talk the markets, fx, and the dollar, but overwhelming all today is the news on the virus. Our team in brazil out with a terrific article on the pandemic in brazil. Jon, i know it is not equivalent , but it is the same energy about the sunbelt in america. At a pandemic, but it is worsening condition of the virus in the sunbelt. Jonathan youre right to say it is not equivalent because it is not, but it certainly is concerning regardless. For many Market Participants, theyve had confidence there is a higher bar to shutting down these economies once again. That teller into policy makers i...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Without question, the most odd, the most historic first half in the history of american finance. Theres no question about that, and it still continues. We will talk to you on economics, finance and investment. Jon will have a usable jon ferro data check for you. I really want to go to the farnt at hand, which is how people are behind after the down that we saw, and then the whipsaw up, up. Jonathan First Quarter since 2008 replaced by the best quarter since 1998. On the policy response, the next 30 days he is critical. At the start of march, end of february, we talked about building a policy b...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Friday here. We had the range bound markets all week, maybe with the exception of gold. All of that pushed aside by the ramifications of the pandemic. We dont need to go into it now, but i really wonder over the andend, as the economists equity strategists write how they adapt and adjust their q3 view out of the news we are seeing from the sunbelt. Jonathan it is going to be a tugofwar for the next few weeks and months. Beneath the surface, the fragility is really going to start to show in places like texas and florida. Lisa this is the tension. The traditional data we rely upon, getting some ...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

His response and what that did for markets. You are going to do a data check in the appropriate crowd noise behind the data, but what is important to me is youve still got a bid to the market even within the quiet. Jonathan spare us the crowd noise when i do the market check. Peter navarro saying that the trade agreement was over. The president , his boss, correcting him pretty quickly. Ae socalled fiscal cliff, different kind of fiscal cliff going into july. What will happen with the fiscal stimulus we got months ago, and what will this administration do in the next 30 days . Lisa President T...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Up 40. Tures dow futures well out over 400. Andrew sheetz of Morgan Stanley joining us imminently on this program. There are always things that preoccupy the minds of economists and things that Market Participants focus on. , the Market Participants looking at the continued positive Forward Momentum of. Forward momentum. Lisa i thought you were going to say that they were looking at the money printing banks. In china, seeing one of the best trading days and more than a year. In the states, very big focus on the virus, on the progression in the reopening. We are getting phase three in new york ...