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BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

Rates soon. I think they should. A lot of the states are recessionary. Weak economic data. The jobs data was disappointing. Our payrolls are week overall. Pmi came out and it was not great. It was the biggest missing since december 2008. The u. S. Economy is showing signs of fatigue. An economic slowdown. It is still growing. Trailing data is ok. Growth in the states is strong. The outlook has got the Downside Risk with other indicators of people being nervous about trade. It accelerates the pattern of a late cycle. You are in a very late cycle. I think we are closer to the end than people rea...

BLOOMBERG Bloomberg Real Yield July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 14, 2024

The job state was disappointing. The job data was disappointing. Pmi came out and of was not great and it was not great. The u. S. Economy is showing signs of fatigue. An economic slowdown. Trailing data is ok. Growth in the states is strong. You have other indicators of people being nervous about trade. A lates difficult in cycle. You are very late cycle. I think we are close to the end and people have recognized. Jonathan joining me around the table. Us into have you with studio. The trailing data is ok. What does the outlook look like from your perspective . The trailing data is ok, possibl...

BLOOMBERG Bloomberg Daybreak Europe July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Daybreak Europe July 14, 2024

Street warnings. Citigroup joins jpmorgan in slacking a downturn as Global Sentiment takes a hit. Manus are we all on our way to 2 . Its a most like a shakespearean drama. We cant turn back. 2. 75 . Ld retrace the we have priced ourselves on most oblivion on the probability of a rate cut. The didnt show up last night for the sevenyear option which could be the bond market sending the signal back to the market. A lousy bond auction was almost a welcome reprieve. James gorman says he will meet hard data, hard facts for the fed to move. Lets have a look at some of the other at risk markets. , 25 ...

BLOOMBERG Bloomberg Markets European Open July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets European Open July 14, 2024

Time for discussions to get back on track. Do i think this is going to devolve into a full trade war . No, i dont. Because theres too much selfinterest in keeping this thing on the rails. Matt the roadmap to 2 . Bond traders see trade escalation sending 10year yields to the 2016 lows. Pimco tells bloomberg credit market risks are at an alltime high. 5g comes to london. Preparing to roll out the next generation data service. Tmobile urged to create a new competitor if it wants to merge with sprint. We are less than a halfhour away from the european open. Lets take a look at futures. We had a mi...

BLOOMBERG Bloomberg July 4, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 4, 2024

Alongside tom keene and lisa abramowicz, i am Jonathan Ferro. The s p 500 positive by 0. 22 . Tomorrow morning, retail sales, thursday from walmart. How many times have we done this from august . Talking about china. China the headline once again. Tom it starts and ends in china with a set of news. What is interesting to me is it is not one story. You have to get briefed on this to get up to speed on three, 4, 5 stories. Chinese equities in the tank, iron or somewhat in the tank. A lot of moving parts going on in china and that comes back to jackson hole. Jonathan one chinese developer, Countr...