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BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Stayathome to save the birds of london. That is a good thing to say. It is the strangest august, and the only litmus paper youve got right now is the weaker dollar, the preponderant trend this morning. Francine yeah, weaker dollar. Im also looking at a couple things. When it looks at iron ore, it is significantly up, and we are looking at gold. First lets get straight to the bloomberg first word news in new york city with ritika gupta. Ritika Michelle Obama describes President Trump as unfit for office on the Opening Night of the democratic convention. The former first lady blasted him from hi...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Agree with you. We really cant underestimate the size of this deal. What i have learned in the last 24 hours, it is only the beginning process. A lot ofi spent time with Wolfgang Munchau trying to stagger the european parliament. Jonathan the signal here is important. Europe is demonstrating they can borrow at the european level and distribute grants accordingly. That was unthinkable 10 years ago. Lisa they are also putting in certain taxation powers that give it more of a federation kind of feel. Europe has gotten its act together. How about the United States . Today we hear potential results...

BLOOMBERG Bloomberg Surveillance July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 13, 2024

Stuff happen here in the lockdown of new york and london. That does not mean the conversations will stop. Great conversations lined up today. Thank you so much for watching our last hour with rupert harrison. We move forward with michael a moment. Ning us in my observation is that every nation for itself right now. How was Prime Minister johnsons weekend . Francine i do not think they are competing with each other. There is a lack of coordination, but when you look at the u. K. , that is coronation between treasury and bank of england. So it is domestic coordination that got it right. If you l...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

How long can the rally continue . We begin with the big issue, markets betting low rates are here to stay in 2020. It is hard to see the yield breakout from here. Rates will probably drift lower. Bond yields moving sideways. We cant generate any inflation right now. It should eventually be a good year for bonds. Still attractive but certainly not breaking out. 1. 20 by the end of the year. If we get to 1. 2 on the 10 year, we are looking at a global recession. We are going to test 1 . A lot of things have to be going incredibly wrong to get to 1 . I think we are going lower. The u. S. Economy ...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

Corporate bonds on track for the best returns in a decade, but how long can the rally continue . We begin with the big issue, markets betting low rates are here to stay in 2020. It is hard to really see the yield breakout from here. Bond yields moving sideways. Trapped in this range. We cant generate any efficient right now. That should eventually be a good year for bonds. Still attractive, but certainly not breaking out. 1. 20 by the end of the year. To get to 1. 2 on the 10 year, we are looking at a global recession. We are going to test 1 . A lot of things would have to go incredibly wrong ...