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BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

A whole bunch of other smart people set lower for longer. That is the message this morning. Futures up 19 but to me, the story is the bond market. As you know, those huge negative and persistent real yields. A range of assets and securities, it is interesting to see dollaryen breakdown. Still, equities are firmer on the day, futures up by 6 10 of 1 . We do this going into a battle down in washington, d. C. As long as it is just about size, we will have an agreement. These negotiations are now about thats great, but that means there is a timeline and i dont believe we have the luxury of a timel...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Surveillance today on television, on radio. We welcome all of you worldwide, across this nation, where the linkage, the urgency that we see within our politics and our economics is truly front and center. Get out the calendar. I believe it is 23 july, and this is a nation staggering to the first week of august. Jonathan what urgency . It is sunshine and rainbows in the equity market. In washington, d. C. , we havent seen the urgency we actually need. There are a lot of people still out of work. This market is in a lot of pain, and it is not going to heal as quickly as we needed to. In about 30...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Top of his comment on the employees and what theyve done during this crisis. What i see here is best in class confidence. You wonder how the other banks will adapt to that. Call it lets conservative confidence. You can see where the headwinds are. They are going to be with us for quite a while. Lisa they boosted their reserves for credit losses highlighting some of the concerns about the economy. Shares of jp morgan right now and have the open up almost 4 . We will get more of a sense of how much of a port in the storm they will be. We will get Consumer Price index data which may point to the ...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

On this thursday, jobless are front and center jon jon . A News Conference center. Jon a News Conference over the weekend, lisa, i love this about the great depression. That after delivering record fees worldwide for the firm. Just try to reconcile those things for us. Lisa its a boom of fees in a time of incredible uncertainty coming on the heels of fiscal stimulus and the question is how do they pair these realities . We will have more on that decision at 7 45 a. M. , i am watching it even though guy johnson calls it a snooze. Hopefully the press conference will be less of a snooze. Tom, to ...

BLOOMBERG Whatd You Miss July 12, 2024 - Vimarsana News

BLOOMBERG Whatd You Miss July 12, 2024

Did as well in terms of market cap. You can really move if you give the market a beat. Romaine you saw apache rally fall by and conoco about the same amount. This split between Companies Still invested in shale and companies that have more offshore resources. Taylor i still think we should have bought oil at 30 per barrel and stored it in your swimming pool. Romaine right next to the gold. We are waiting for a lot of earnings today. Apple, amazon, facebook, shake shack, yum brands. One of the busiest days of the year right now. As isne gileads outcome Electronic Arts. The 1. 44 expected. Secon...