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BLOOMBERG Bloomberg Surveillance July 11, 2024

Bloomberg radio, bloomberg television. Earlier this morning, mr. Macron in his military, earlier london at whitehall, the british military, prince charles, i believe, in attendance there, and jon, you have to wonder who shows up with President Trump today on veterans day in america that is a mystery. Jonathan we mark veterans day in the United Kingdom as remembrance day, the 11th day on the 11th month. We will see the president today, and that is important. Whether we hear from the president , two different things, and we would like to hear from the president to see where he stands on the contested election. It has been building up, particularly over the last couple of days. Tom were going to go to market right now. , one, lisaexplain abramowicz is not with us today, an important day off for her come up in the catskills trying to find the proper word for the fourth thursday ....

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BLOOMBERG Bloomberg Markets Americas July 12, 2024

Consumer confidence relatively judge the michigan consumers intimate data is a good guide. Lets break it down a different way. Current conditions, 85. 9. That is above expectations at 84. 9. This is what i was really looking for, expectations also ,oming in ahead of expectations but they are still below current conditions, 79. 2. They are not going down, which ethic is the really important thing, as we see the virus picking up. Alix and we didnt get stimulus, counterintuitive to what many thought would happen. Big tex stocks are lower on a stocks big tech are lower on a flurry of data. Now with us, mark st oeckle. Are you buying the dip . Tok i think people need keep it in perspective. The reports were good. I think what we are seeing today is skimming a little but of the froth out of the valuation adjustment. I think they are all very wellpositioned and very well performing companies, but lets also not forget weve had a big run up into these numbers. The interesting part is you look a ....

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BLOOMBERG Bloomberg Daybreak Asia July 12, 2024

Politics at home and abroad for years to come. The ipo has taken a dramatic turn with jack ma and other executives summoned by regulators. The company ahead of scrutiny. Shery breaking news out of south korea. We are getting the october Consumer Price numbers. Month for month, we are seeing a contraction of 0. 6 , really missing expectations of analysts. Not to mention it is a slow down and Inflation Numbers from the previous month. Not surprising given we had a pickup because of the weather related issues. We had monsoon season. And lowerlf Pressure Energy prices. Growth of prices is only. 1 which is a deceleration from the previous year. Not to mention it is under analysts expectations. Only in october we saw bright about 30 lower on average compared to a year ago so we are getting pressure on both numbers. For now ....

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BLOOMBERG Bloomberg Daybreak Asia July 11, 2024

Sparked by a regulatory crackdown. Tencent earnings are out later today. Kongs of hong prodemocracy lawmakers resign as beijing tightens control. Carrie lam supports banning those not deemed sufficiently patriotic. Lets look at how things are shaping up when it comes to the start of the session. It continues to get some of that rebounding onring concerns might want to stick to. Rade could berecovery somewhat stop start. It did not move on rates and did at stimulus and effectively pushed back expectation for the timing of relative rates aired the kiwi market not pricing that in all of 2021. The nikkeis little bit negative but the top x are wiping out all of its losses for the ear and looking like that momentum could be sustained. Take a look at futures up about s p hittingsaw the the 10 week i. High. Prodemocracy lawmakers in hong kong are set to resign en masse after beijing passed a to ban politicians not sufficiently stock. I would not say that for members remaining in a
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BLOOMBERG Bloomberg Surveillance July 12, 2024

Seen the abend flow. Flow. Ched the ebb and we are right now on this radio and tv simulcast in a major state of flux in terms of market dynamics. Jonathan in detention in europe continues to build. The lockdowns, if we can call them that, in the last 24 hours, versions of them in france and germany. And then the news out of nice, france, investigating a knife attack. I want to avoid speculation and stick with the facts. We are learning very little about what has happened in the last couple of hours. Tom it is an overlay on the pandemic. We just spoke with nicholas finn. , thee continent of europe boat capsizing on the English Channel a day ago. Immigration is different over there. The social tensions are different than america, arent they . Jonathan it is, but the social tensions in france are very unique at the moment around islamic terrorism and the weekly satirical nasa getting weekly hebdocal cartoon charlie has produced. We ....

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