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BLOOMBERG Bloomberg Surveillance July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 13, 2024

See whether tariffs will be impose or not, the focus is on jobs. At 63. 30. E well have a roundup of opec and saudi aramco and the pound. We are six days away, the u. K. Election is holding at the moment. Today, have an important Leaders Debate. Coming up a little later, dont miss our interview with the u. S. National economic director at 2 30 p. M. U. K. To. Time. First, look at straight to first word news. Lets get straight to first word news. President donald trump might be impeached before christmas, but theres no chance youll be convicted in the senate. Nancy pelosi says the house will dr...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

We expect that to continue for the short term. It has been catching a lot of investors off guard. We are playing the flattening. I think it is there for a long haul. In the overall fed cycle, we would anticipate the curve should steepen somewhat. Youre seeing late market cycle behavior. Part of that is a flatter yield curve. The economy will run hot and it will keep the short and suppressed, which everyone expects. A market priced for recession, but it is telling you there are no risks whatsoever. That is not a tenable situation. The launchpad controls are in the hands of politicians right now...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

It is incrementally flatter. We expect that to continue for the short term. It has been catching a lot of investors off guard. We are playing the flattening. I think it is there for a long haul. In the overall fed cycle, we would anticipate the curve should steepen somewhat. Youre seeing late market cycle behavior. Part of that is a flatter yield curve. The economy will run hot and it will keep the short and suppressed, which everyone expects. A market priced for recession, but it is telling you there are no risks whatsoever. That is not a tenable situation. The launchpad controls are in the h...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

Of the yield curve. It is incrementally flatter. It has been catching a lot of investors off guard. I think it is there for a long haul. Cycle, weoverall fed would anticipate the fed should steepen somewhat. Youre seeing late micro cycle market cycle behavior. It will keep the short and suppressed, which everyone expects. A market priced for recession, but it is telling you there are no risks whatsoever. That is not a tenable situation. The launchpad controls are in the hands of politicians right now as opposed to Central Banks. If you see these deals go through, you could see a steepener. You...

BLOOMBERG Bloomberg Markets European Close July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets European Close July 13, 2024

A similar story playing out in the small caps. Is all small caps driving the rally here. The big caps still in play, but remember, we had that medicines deal with novartis, pushing Biotech Companies higher. Seeingsame time, we are the Semiconductor Type companies lift the smallcap indexes. You can dig a look at the dollar, fluctuating between , ans and losses, but overall fifth day of gains in the dollar. This will take us back to another streak we saw earlier in the month. All that talk about the dollar weakening doesnt appear to be whats happening. Even on a day when the markets are up, your...