BLOOMBERG Bloomberg Surveillance July 13, 2024
You have these records stimulus plans being proposed and a pretty Bleak Outlook certainly by the ecbs madame lagarde, and yet, we see the fear of missing out trade in full force across equity markets. It just feels like if this fomo trade continues, how much does the pressure come on fiscal policy makers to continue these programs . Jonathan i completely agree. Right now. Ope italy rallying because of what europe is about to do, or what they are talking of doing, and germany not really backing up any big way. We had record issuance in the United States. What have treasury yields done . Not a w...