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New deal. They say they wont talk about that unless you relief sanctions. What is left to sanction . Alix i really couldnt tell you. We are going to break that down and discuss more on that in the next couple of hours. In the markets, it is a little bit of just hanging out. The s p had a record high thursday. Now up by six points. We are just waiting for that g20. Eurodollar up by 2 10 of 1 . Forget about the germany info index just bad. You are see but you are still seeing buying into the bond market. Crude up by 7 10 of 1 . Not as much as you would think compared to the geoPolitical Risk. Da...

I keep on thinking, why cant we wait . War is note trade weighing on the outlook as much as we feared. I think you will have to price to a certain degree less than three cuts. The fed is in preemptive mood. It comes down to the discussion, do they want to make insurance cuts . What are we ensuring ourselves against . Jonathan to discuss, we have ian steely, the well core of invesco. It is a number one question following the payrolls report. What is the jobs number on july 5 mean for the fed meeting on july 1 . No doubt, the payrolls number was strung across the board but we dont think it means...

I keep going, why cant we wait . Maybe the trade war is not weighing on the outlook as much as we feared. I think you will have to reprice to a certain degree less than three cuts. The fed is in preemptive mode. Does the fed get behind or in front of the eight ball . It comes down to the discussion, do they want to make insurance cuts . What are we ensuring ourselves against . Jonathan to discuss, we have peter tchir, iain stealey, and noelle corum of invesco. It is the number one question following the payrolls report. What does the jobs number on july 5 mean for the fed meeting on july 31 . ...

David we are going to go to our colleague guy johnson, the nchor of Bloomberg Markets the european close. Guy the fed is talking about easing, the ecb talking about using. The market is pricing in easing to the expectation for the bank of england. That is really what the bank is noting when it talks about the tension between its brexit assumption, which is for a smooth exit from the eu, and the market is pricing in a much bumpier view of how that brexit story is going to develop. We have the unfolding of the conservative Party Leadership contest. Boris johnson expected to become the next Prime...

Your equity market slightly negative on the s p 500 for the second or third time this week, waking up and looking at china. To the data and commentary around that economy right now. New loans extended on chinese banks ranging to the lowest since 2009, there are concerns about what is developing in the worlds secondlargest economy. Tom you look at the income statement dynamics and the Balance Sheet statement dynamics. I agree. I believe i mentioned this the day before. The flows on the Balance Sheet in and out are what matter. This is fbi from us to them off a cliff from them to us. Maybe not a...