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BLOOMBERG Bloomberg Surveillance July 11, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 11, 2024

Tom keane taking one final day off. This market ripping through the month of november, adding weight to the rally this december. Lisa up 1 on what . Nothing it seems ahead of this testimony with chairman powell and secretary ma nuche chin. Lisa tom keen is so upset hes still in triple leverage all cash funds had he to take the time out to start his own Cooking Channel on twitter which is what he seems to be doing over the past few days. There is a question how much good news is baked in. We have gotten some news about vaccines looking for approval. Yet at this point, you have raised this again...

BLOOMBERG Bloomberg Markets European Close July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets European Close July 12, 2024

Eurodollar still trading around that 1. 16 level. We will get some analysis on that in just a moment. Crude just coming off its lows. The other thing worth mentioning is that we are seeing the curve flattening down a little bit today. Big moves in the 30 year on both sides of the olympic. Alix moments ago of the atlantic. Alix moments ago, Prime Minister Boris Johnson defended his plan for lockdown. Pm johnson we are not going back to the fullscale lockdown of march and april, and there are ways in which these measures are less strict. Alix he also promised a Mass Testing Program to begin in d...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Tesla, apple story. It harkens back so many times to derivative excesses. We have the right guess coming coming up guests on this. Jonathan futures down hard. Down 1. 9 . Never mind the next couple of hours. What is softbank . Tom this is the heart of the matter. This is real simple. They publicly traded Company Acting in an investment capacity. Beautifully done up by the zero hedge at abu dhabi. X going to big guys, etc. X Deutsche Bank gus. Guys. People are seeing the unwind of a successful derivative strategy. Jonathan lisa, a little bit of supply a little later. Lisa this is the tension. T...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

We get prices down and yields up across bond. I dont know how long it can last, given the fact that we still are getting signs that there are going to be layoffs, and thinking in particular of delta coming out overnight and saying they may have to lay off nearly 2000 pilots after the september period. Ive got to say, still a lot of headwinds out there. Tom i agree. The partition of america is extraordinary. We just spoke to the congressman from the court could from the fourth Congressional District of arkansas. He made clear the economy is really good and sets up the inequalities and differenc...

BLOOMBERG Bloomberg Surveillance July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Surveillance July 12, 2024

Radio and Bloomberg Television across this nation. It is not a usual august. It is highly unusual, different from 1998. Certainly some of these trends are draw dropping are jawdropping. Bonds participate. It is decidedly risk on. Lisa although you have to say, when you got a 10 year yield below 1 , to say it is a decidedly different tone with yields going up indicates just where we are in this cycle. I will say, also important to note that is yields rise, bond prices down, you are seeing real yields remain deeply negative. Tom deeply negative and plunging right now. 1. 00s the right word, at a...