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BLOOMBERG Bloomberg Surveillance July 11, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 11, 2024

We welcome you on the simulcast. Bloomberg radio and Bloomberg Television across this nation and worldwide. This due of news is just extraordinary. An important moment will be Lawrence Kudlow after the jobs report. But jon, i want to talk for a moment about the markets. Affected. Oeing come up 5 . Igit 13 on the s p 500 yeartodate, and the nasdaq 100, lisa has loaded the boat on the nasdaq, up 38 . This is a boom and great bull market. Jonathan record on the nasdaq, just off that on the s p 500. The market has ignored all of the bad stuff over the last month and held onto all of the good stuff...

BLOOMBERG Bloomberg Surveillance July 11, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 11, 2024

He said simply, this doesnt matter, and december could be green. Could be grim. Jonathan the markets are looking at the data in the second half of 2021, not 2020. Tom jon will get to the data of a market lifting and all of that. This ecb announcement a bit ago is buried, and im sorry, it just sets up the theme of extend and pretend into 2021. They are going to extend bond buying forever and ever. It is Central Banks to the rescue. Jonathan the ecb wants you to focus on the duration of the Bond Buying Program and not the size of the package they might announce this week. That has been a big pus...

BLOOMBERG Bloomberg Daybreak Asia July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Daybreak Asia July 12, 2024

Investors see less chance of new regulations, equity futures writing rising in tokyo and hong kong. In china tries to reassure the Business World that it is open to trade. Concern of the moran sealer approach. Shery breaking out of south korea. We are getting the currentaccount surplus in south korea for the month of september, widening to 10. 21 billion. We had seen a previous surplus at around 6. 5 billion. This has widened to over 10 billion. The goods surplus coming in at above 12 billion. We have seen continued surplus for the current account in south korea. Consecutivee a five months sur...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

It is almost jarring. Back monday. Alongside lisa abramowicz, im jonathan ferro. Tom actually dropped me a message this morning at about 4 00 a. M. , looking at the price action and this rotation we have seen. I think its got everyones attention. Weve had a fake after head fake. Is it real this time around . Lisa every investor we speak to says buy any dip. Buy the big tex stocks on any dip whatsoever the big tech stocks on any dip whatsoever. Now people are going back into them. You have to wonder what it would take to make people truly believe in the cyclical story. It has to come from the d...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Television across this nation, around the world, particularly those of you from continental europe. Lots to do in this hour. Right now, lisa and i need a primer on how this is not another exercise in kicking the can down the road this weekend in europe. Jonathan its got to get done. We got to see some progress. Theres a pool of money. What will be grants . What will be loans . What are the Strings Attached . That is it. What do we wake up to in the business papers across the whole of europe . Isurope united europe united were divided . Its really is europe united or divided . It is really not ...