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Morning, good morning. This is bloomberg surveillance. Equity futures unchanged on the s p. Alltime highs off the back of a hotter than expected cpi report. Theres a difference between what economists expected and what the market was priced for. Making absolutely no sense whatsoever. Which one was it. Basically youre having people justify the story at a time when there are more than half of the components of the dutch them coming in hotter than expected. Theres a lot of seasonal issues with the fact prices reset. They can explain it away because the fed wants to cut rates. On the flipside it d...

Abramowicz some Jonathan Ferro your equity market on the s p 500 slightly negative this morning fantastic lineup looking ahead retail sales just around the corner. Earnings from home depot dropping across the bloomberg tomorrow. Numbers from target results from walmart on thursday. But once again this morning, we have to begin in china. Rate cuts bramo and the data not great at all. The biggest rate cuts going back to 2020. The data coming weaker across the board. Whether it has to do with retail sales, whether it has to do with industrial production. They scrapped their youth unemployment met...

End of the curve. I dont think it is that problematic, but it is telling us there are different players in different parts of the yield curve. It is not just the shape of the u. S. Curve. It is the differentials with other curves as well. Thats a testament to the influence of other Central Banks besides the fed. The rest of the world is still printing money. Ecb, bank of japan. The ecb promised they will do that until september of next year. It is hurting duration and credit risks. Those two things ultimately end up in the u. S. , and that is a very important driver. One of the weirdest things...

I dont think it is that problematic, but it is telling us that there are different players in different parts of the yield curve. It is not just the shape of the u. S. Curve. It is the differentials in other curves as well. That, to some degree, is a testament to the influence of other Central Banks beside the fed. The rest of the world is still printing money. Ecb, bank of japan. The ecb has promised us they will do that until september of next year. All of this money is hurting duration and credit risks. They ultimately end up in the u. S. , and that is a very important driver. One of the we...

Markets operating on the long end of the curve. I dont think it is that problematic, but it is telling us that there are different players in different parts of the yield curve. It is not just the shape of the u. S. Curve. It is the differentials in other curves as well. That, to some degree, is a testament to the influence of other Central Banks beside the fed. The rest of the world is still printing money. Ecb, bank of japan. Still printing enormous amounts. All that money is hurting duration and credit risks. They ultimately end up in the u. S. , and that is a very important driver. One of ...