Page 43 - Jonathan Ferro News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Joining us now is the close markets the Global Market strategist at nova scotia nov esco. Where are you now on that call given that a lot of people are starting to say, it is a bull market and we may have to live with that and perhaps we can look elsewhere. Are you looking elsewhere are you looking elsewhere . The market is broadening and moving into value valuable parts of the market so it is not just the very narrow market that you saw in march or may, you are getting a sign from markets that this is healthier and there is more participants and so far, the earnings for the Value Oriented Com...

We see a new alltime high on the s p 500. A very good morning from new york city under audiences worldwide. Alongside manus cranny and katie. Im carol massar. We are also watching oil closely backing off. We want to get to the market boards for you. It is coming after a 2. 7 gain yesterday as we continue to be concerned about escalation in the middle east. Lets bring in the team. Once again i feel like we expect it to be a quiet day but the themes continue. You see oil taking a bit of a breather. That was after a pretty dramatic tuesday that we saw. I know we were asking the question about wha...

By 0. 2 percent on the s p 500 following the biggest we of gains on the s p. Happy talk begins in september with goldman cutting the recession chances to 15 after week of decent data to keep this fed on the sidelines. Jonathan Good Research over the weekend and goldman leads the way with that lesser call on recession. It buttresses against a china basically in policy chaos. To the global town, im unsure of where we go other than Jerome Powell has a spirited leadership on Economic Growth. Jonathan later, as good as it gets. Tom hes still bullish. It is as good as it gets in the nuance here is t...

Different kind of fed narrative evolve this year. There has been some rising angst but still some cuts are on the table. There is a little bit of froth and maybe it is deserved as you see powell shipped his narrative to things that allow him to cut. The important thing is that the fed and markets are nsync after being out of sync. The fed has actually been a lot more optimistic about rate cuts over the last few years. Announcer this is bloomberg surveillance with jonathan ferro, Lisa Abramowicz and annmarie hordern. Jonathan the third hour of surveillance begins right now. Live from new york c...

Tom and john are both on a cruise together. I am joined by manus cranny and damien suss our. Manus you will get a lot of guys side notes. Where do you want to go for defense . Lets go long with amazon. I think the street has 65 vibrating and one hold rating. Lisa i was looking at some of the flows and there was the biggest inflow into tech stocks for the past week in the past eight weeks. It feels like i the dip underpinning everything. Maybe this excuse to sell everything yes its geopolitical. Manus when we came in here on monday morning we ratcheted by 15 basis points. Look at the shorts on ...