Tom Keene Jon News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Good morning on Bloomberg Radio, good morning on bloomberg television. Too much to talk about. You hear it within those voices, that maybe it is the morning after, and the vaccine is really not out there. Now we get into a churn of the immediate news. Jonathan it is a tugofwar between the forward outlook looking better and the nearterm outlook looking worse. A real divergence between the two. How policymakers navigate the former will allow markets to keep the help about the latter. That is the hope for the market. First half of the week about cyclical appetite. 500 downhalf, the s p 0. 6 and n...

Last 10 years. That doesnt get it done. Guess what . Job cuts. Lisa how much more can Central Banks do to juice job growth at a time of zero Interest Rates . I find it fascinating that coke is offering voluntary separation programs with its employees, read, job cuts. More interestingly, yesterday salesforce. Com, one of the winners of this, and also job cuts. Tom cocacola managing the message as they always do. I dont know what their cute phrases for firings. Lisa separations. Tom exactly. That is just as phony as all of the rest of the. What is so important in that set of announcements across...

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...

So much for these phrases that we love. Lisa we learned something yesterday. We take that pile of cash and split it into quarters and then you have more money. That is what we learn from our end has left. Apple and tesla. Tom we are doing a lot of strategies,equity fixed income strategies. Futures up, another equity lift to the markets. Lets get right to the morning brief. Lisa we are going to get the manufacturing data for the month of august at 10 00 a. M. Youre getting, u. S. July construction spending. Housing, red hot. We are likely to see more edification of that trend. Look at lumber pr...

September. What is interesting, with the this on the screen, unconventional transaction of tesla. Additional 5an billion of shares geared toward perhaps the nonmainstream, the nonwall street crowd. Tesla is interesting because people using bubble with stocks. 2 tesla. Tom a recent secondary, even with moonshot on the markets. This will not be publicly offered. It will be Equity Distribution and distributed by banks as tesla chooses. Somewhat akin to what we saw with lesser successes. Here,l be widely studied the why of this transaction as well as the need for 5 million they are looking for. He...