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Outperformance in credit. Corporate dons on track for the best returns in a decade, but how long can the rally continue . 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. Bond yields moving sideways. We cant generate any inflation right now. Attractive but certainly not breaking out. 1. 20 by the end of the year. If we get attractive but certainly not breaking out. 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 t going incredibly wrong to get to 1 . Un...

They are cheaper. We will test 1 . The 10l get to 1. 2 on year. I dont see a resolution on the trade front. I think that weight will continue to weigh on the u. S. Economy. Back will have to come again. There has been a tremendous shift across central bank landscapes in 2019. How do you think that could happen . It probably couldnt. Lisa everyone ganging up on bob michele. We have more perspective. Joining me around the table is Marilyn Watson of blackrock, Matt Hornbach of Morgan Stanley and Subadra Rajappa of societe generale. Marilyn, i would love to start with you. Do you think that now th...

Retail earnings over the next couple of days. Thirdquarter earnings better than estimated at 1. 13. They see their fullyear adjusted earnings raised from what they saw before on the 5. 91. D, looking at. It looks like on first blush, a beat and a raise for the rest. Global exchange for the rest of the year. Time now for global exchange, where we bring you the news from all around the world. Our bloomberg voices are underground with the latest. China and the u. S. Agreed to stay in touch on remaining issues to get to a phase i trade deal after a phone call earlier, in which topic a shooters top...

Fears of recession and uncertainty surrounding trade, sparking a rush into safety. That leads to a u. S. Yield curve that inverted wednesdayish, as i recall, the First Time Since 2007. The recession is avoidable. Even when you see the yield curve invert. That does not necessarily mean we are going over a cliff into recession. It tends to be about 18 months earlier than you see recession. This is about traditional signals of the yield curve. Talking about the curve inversion. Inversion. 2 10 inversion. The risk of recession goes right up. The castiron signal recession is probably not correct. M...

Uncertainty surrounding trade, sparking a rush into safety. That leads to a u. S. Yield curve that inverted wednesdayish, as i recall, the First Time Since 2007. The recession is avoidable. Even when you see the yield curve invert. That does not necessarily mean we are going over a cliff into recession. It tends to be about 18 months earlier than you see recession. This is about traditional signals of the yield curve. Talking about the curve inversion. Inversion. 2 10 inversion. The risk of recession goes right up. The castiron signal recession is probably not correct. Markets always shortterm...