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BLOOMBERG Bloomberg July 2, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 2, 2024

Lets not talk about markets. Lets talk about single stocks we are basically focused on the single stock and of the spectrum. Look at the stoxx 600. Going nowhere in a hurry certainly. Deutsche bank delivers. Deutsches is up by 7 . The Software Company during very well. The single stock stories is really where the action is right now. Is there anything that joins them together . Can we derive a narrative for what we see in the screen in front of us . Alix the divergence between google and microsoft in the Stock Performance is striking. Google is down 8 , almost 9 . It is bringing down the s p, ...

BLOOMBERG Bloomberg July 2, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 2, 2024

Crown prince discussed ways from prevent the war from escalating as the you and a best of demands secretarygeneral resign for saying the october 7 attack did not happen in a vacuum. Microsoft jumping in late u. S. Trading after the cloud unit is worth picks up steam. Rival alphabet sinking as they are offering lags. Bank earnings continued rollout. Deutsche bank meeting estimates where they spent finish pumping santander some better than expected thirdquarter net income. We will speak exclusively to the cfo later this hour. I want to get a recap on the numbers which is important when we look a...

BLOOMBERG Bloomberg July 2, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 2, 2024

This is bloomberg surveillance. Alltime highs in the s p 500 with the three day winning streak, 20 fourth record close so far for 2024 and the main event is coming right up, 2 trillion market cap. There is only one name, nvidia. Lisa the most important Macro Economic event, one of the most important events on the calendar thats where we are at with one name, one company can dictate the Macro Economic backdrop for an entire market and thats today. Jonathan raising the bar once again going into the numbers later this afternoon. Barclays raising their price target, expecting a beat and a raise. A...

BLOOMBERG Bloomberg July 3, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 3, 2024

Good morning. John and tom have ditched me. Manus cranny is with us, which is a good thing as we try to understand how we can get past a bond market that will not let anything else matter. I want to talk about earnings and geopolitics and everything else. Instead, we are talking about a 19 basis point swing in the 10 year. All of a sudden, crashing down. Manus to bill ackman and bill gross have that much sway in the bond market . The bottom line is, that huge amount of volatility, the one thing that surprised me was why did the equity market it more of a bid on the back of a swaggering move . ...

BLOOMBERG Bloomberg July 3, 2024 - Vimarsana News

BLOOMBERG Bloomberg July 3, 2024

An historic monday for the bond market. Joining us today is Jonathan Ferro working from the Early Morning hours. Manus cranny will be with us. Manus good morning. You see it on television and hear it on radio, 5. 01 of the 10 year yield. His street this morning. As history made this morning. The first lisa first time you seen it lisa the first time you have seen treasuries go above 5 . On we have a lot of good thoughts tom we have a lot of good thoughts on that. A sharp note in the Financial Times. Hobbit l arian looking Mohamed Elerian looking at it saying it is global. Manus there is the ove...