BLOOMBERG Bloomberg Surveillance July 12, 2024
People saying we are going to get this rotation out of growth, into value. That rotation seems to be overdone. I wonder if you are still going to get people trying to push that narrative. Jonathan yields higher off the back of the ppi data yesterday. Friday. Y, retail lisa we are expecting a little bit of an increase, kind of like what we saw yesterday. It is going to be interesting to see whether weve got a further selloff in bonds. We will get another record sale of u. S. Treasuries on the long end, selling 10 year notes. Yesterday we saw that three year auction come in very strong. Interest...