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BLOOMBERG Bloomberg Surveillance July 12, 2024

With the election less than two years away. Welcome to bloomberg surveillance. I am manus cranny in dubai. The Global Equity rally rolls on. The inexorable roller. We have some breaking data from the euro area. Pmi at 50. 5. The market had preliminary suggested a number of 50. 1. We saw the german numbers on Services Come in at 52. 5 from 50. 8. This roll up in the equity rally is marching on. One hundred billion euros for the recovery in europe. 1. Have a new date, november the politicization of the vaccine has never been more. That trumps any china rhetoric of building up their tech and chip ability. They are going to use the power of the atomic bomb, as they said, to get there. 10 year yields,. 66, back at the level that they were when jay powell spoke. The glaly re when jay powell spoke. The global rally rallies on. There is this reluctance by the bond market to reprice wit ....

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CNBC Squawk Alley July 13, 2024

And say the market is reaching extremes of being oversold theres been signs of internal panic and we were set up for at least some kind of snapback. A couple caveats there, we did have a couple tuesday rallies of 5 and 6 the past couple weeks that did not arrest the downtrend. One thing you can hang a little bit of weight on right now is the fact that over the past several days youve been able to look below the surface of the indexes and see more differentiation, separating winners from losers and a little more stock picking and less indiscriminate selling all sets us up for a good bounce on obviously expectations of policy traction that were getting from the fed and congress likely. All that seems to say its a bounce, a very strong one, its an overdue one will it carry on to anything i dont know that we can say for sure, but i like to say every bottom start with a bounce, not every bounce becomes a bottom. In the meantime just i think to put your point into one phrase, its turnaround ....

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Designing Software Architectures: A Practical Approach, 2nd Edition

Learn how to create successful architectural designs and improve your current design practices! Designing Software Architectures, 2nd Edition, provides a practical, step-by-step methodology for architecture design that any professional software engineer can use, with structured methods supported by reusable chunks of design knowledge and rich case studies that demonstrate how to use the methods. ....

Humberto Cervantes , Rick Kazman , Software Architectures , Hotel Pricing System , Attribute Driven Design , Digital Twin ,

Collecting and curating material is good and we should do it more

Chronicling, plugin systems, and six other disjointed ideas combine in an argument of how to "engineerize" software more ....

Nathaniel Reindl Scheibel , Software Architectures , Crossover Project , One True Plugin , Documenting Software , Big Deals , Google Workspace ,