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BLOOMBERG Bloomberg July 3, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 3, 2024

Lisa heading into a week of important inflation data and two of us are live in d. C. , one of us is in paris, and dani burger is a new york. Welcome to bloomberg surveillance. More on why we are all over the place in just a moment. Important week kicks off on wednesday with data releases that make solidify a narrative that has been flipping and flopping. Why wednesday is going to be so important . Dani wednesday will be so important because this market has decided that with the week data coming from the consumer, the week data coming from jobs moving in the wrong direction, if inflation does n...

BLOOMBERG Bloomberg July 3, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 3, 2024

And Lisa Abramowicz. Jonathan this is bloomberg surveillance, on tv and radio, alongside tom keene and Lisa Abramowiczs Annmarie Hordern. The s p 500 is negative by 0. 3 . Under surveillance this morning. Boston fed president Susan Collins saying the rise of longterm yields surprising tightening financial conditions and persists which reduces the need for further Monetary Policy tightening in the near term. That is where our focus begins. Lisa a what we saw yesterday in the market did not have to do with fed speak with an auction that did not work well. There is a question of whether the fed h...

BLOOMBERG Bloomberg July 3, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 3, 2024

Lisa abramowicz and Annmarie Hordern i am Jonathan Ferro. Your equity market positive. 4 . We will proceed carefully just like this Federal Reserve ahead of cpi. Lisa proceed carefully although i do dont know i do not know where the bias is in markets. Yesterday everybody seemed to disregard ppi and we got a rally in bonds regardless. How is this leveraged because people want to have a bond rally . Jonathan what a turnaround over the last two sessions. We have dropped back in two sessions. To see the 10 year lisa kathy jones put it well. There is something technical going on. I keep going back...

BLOOMBERG Bloomberg July 3, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 3, 2024

Bond yields dropping five consecutive days. This line from bank of america, no news is good news. There has hardly been any news. Today light on data, light on earnings, heavy on fed speak. Vice chair jefferson, governor cook, boston fed president collins. Tons more fed speak. Lisa this is giving you a sense of where we are in the cycle of data that we are focusing on fed speak as the leading issue because that is the only thing. Neel kashkari was so loud when he said his base case was staying on hold for a longer time. He raised the possibility of a potential rate hike but he talked about the...

BLOOMBERG Bloomberg July 3, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 3, 2024

Your market is negative this morning. Tk, your headline of the we can come israel is or. Tom bond market close. We will cover this continued bond debacle but certainly front and center in the news, still happening according to our people in tel aviv, this is a dynamic story on a typical monday morning. Jonathan we have to work through 3 this morning. Where is this going next . The big one for many after seeing the shocking images, how on earth did this happen . Lisa it shook a sense of security, invincibility, intelligence. The ability to foresee what was going to happen within israel. At this...