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Dec 5, 2023
12/23
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tom: jonathan ferro, lisa abramowicz and tom keene on the right side of the tracks.apollo global management. this has been a joy so far. lisa: it's been really illuminating. there are these macro trends going on within the industry of shifting but also the question of where we are at a moment that is pretty uncertain. tom: jim talking about -- goes for the data here. it's an economics week with huge data on friday. >> we will get the drumbeat to it with initial jobless claims. i know you follow that closely. the jolts figure which you started the show. i care, i think it's industry -- interesting braden fewer people are quitting their jobs. does this mean we are heading towards a downturn or just something that can leave rates where they are. tom: lisa has 14 questions for john zito here. right now let me do the data for you and what's great with the distraction is you got very quiet markets. enjoying a friday. 10 year yield, 4.2%. crude is of interest but with incredible -- that's my surprise of 2023. >> especially given the fact saudi arabia is pledging additional
tom: jonathan ferro, lisa abramowicz and tom keene on the right side of the tracks.apollo global management. this has been a joy so far. lisa: it's been really illuminating. there are these macro trends going on within the industry of shifting but also the question of where we are at a moment that is pretty uncertain. tom: jim talking about -- goes for the data here. it's an economics week with huge data on friday. >> we will get the drumbeat to it with initial jobless claims. i know you...
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Dec 8, 2023
12/23
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alongside tom keene and lisa abramowicz i'm jonathan ferro.uity market pulling back just a touch, down .1% sub our surveys says 183,000. tom: i am more engaged than i was an hour ago. the conversation shows how interesting the data will be. not just wage dynamics but back to course numbers. you will speak with the department of labor at the 9:00 hour and they will go to the on rate. what will it do? jonathan: for you disengage the previous hour? tom: no evermore engaged in the 8:30 report because i think it is a huge mystery. jonathan: 183,000 the headline number. unemployment 3.9%. the drift towards 4%. lisa: which component of this report will take the headline? it is roulette around the headline number people will talk about. is it going to be the pay rises? or is it going to be the headline unemployment rate given the fact that it has been creeping higher and if you engage with all of the caveats, it has reached the point where he there will be some sort of recession. jonathan: resilient jobs report will continue to provide the fed with co
alongside tom keene and lisa abramowicz i'm jonathan ferro.uity market pulling back just a touch, down .1% sub our surveys says 183,000. tom: i am more engaged than i was an hour ago. the conversation shows how interesting the data will be. not just wage dynamics but back to course numbers. you will speak with the department of labor at the 9:00 hour and they will go to the on rate. what will it do? jonathan: for you disengage the previous hour? tom: no evermore engaged in the 8:30 report...
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Dec 11, 2023
12/23
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why are you so keen on that. tom: it is so popular in new york.'ve got to -- you don't line up like a christmas story. you have to make a reservation. >> to be a kid or santa. lisa: with respect to the macy's. the question can they do better as a private company. have they been hampered by activist investors and short-term thinking and will they be more successful. more than 22% grade that's a key question in my mind. >> what's interesting is do you want to buy into an industry with the 10 year retail. if i look at nordstrom's or macy's and the others, what is the last 10 years teach me. >> it's a different mechanism of buying things. >> one activist investor talking about spinning off the e-commerce unit in particular because that had different values. i view a lot of department stores as closets where you try on this stuff. tom: i bought a pair of shoes. tried them on bought them online. >> you know who has bought a pair in eight years, baseball star show a otani. the big news in the younger household. shattering the record, the 10 year deal wit
why are you so keen on that. tom: it is so popular in new york.'ve got to -- you don't line up like a christmas story. you have to make a reservation. >> to be a kid or santa. lisa: with respect to the macy's. the question can they do better as a private company. have they been hampered by activist investors and short-term thinking and will they be more successful. more than 22% grade that's a key question in my mind. >> what's interesting is do you want to buy into an industry with...
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Dec 20, 2023
12/23
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tom: the expert on our housing economy in america. lisa abramowicz and tom keene.you didn't get the job, but he is looking for it. i'm a little anxious, i'm a little excited. i'm gonna be emotional, she's gonna be emotional, but it's gonna be so worth it. i love that i can give back to one of our customers. i hope you enjoy these amazing gifts. oh my goodness. oh, you guys. i know you like wrestling, so we got you some vip tickets. you have made an impact. so have you. for you guys to be out here doing something like this, it restores a lot of faith in humanity. (announcer) enough with the calorie counting, carb cutting, diet fatigue, and stress. just taking one golo release capsule with three balanced meals a day has been clinically proven to repair metabolism, optimize insulin levels, and balance the hormones that make weight loss easy. release works with your body, not against it, so you can put dieting behind you and go live your life. head to golo.com now to join the over 2 million people who have found the right way to lose weight and get healthier with golo.
tom: the expert on our housing economy in america. lisa abramowicz and tom keene.you didn't get the job, but he is looking for it. i'm a little anxious, i'm a little excited. i'm gonna be emotional, she's gonna be emotional, but it's gonna be so worth it. i love that i can give back to one of our customers. i hope you enjoy these amazing gifts. oh my goodness. oh, you guys. i know you like wrestling, so we got you some vip tickets. you have made an impact. so have you. for you guys to be out...
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Dec 22, 2023
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jonathan ferro, tom keene, lisa abramowicz. tom and jonathan are off today.inflation data this morning. katie: you look at some measures as julia coronado was telling us earlier. we are already back to 2%. when it comes to the headline numbers not quite there but we have come a long way. lisa: yesterday people were picking up that in the third quarter revision it was pretty esoteric. however, the price index revised lower at 3.3%. core pce came in quarter over quarter at 2.0%. already hitting that target at a time when people had this enthusiasm. could we see more of the same today? katie: and how much is the risk that we see too much of a good thing? the fed has been successful in engineering inflation down more quickly than they expected. you think about the bearish case becomes may be they get over their skis and we come down further than we thought. lisa: or it is because of growth concerns, which is the reason people are focusing on nike saying they are expecting to take $2 billion of cost cuts and making that through cutting jobs and expenses. the lates
jonathan ferro, tom keene, lisa abramowicz. tom and jonathan are off today.inflation data this morning. katie: you look at some measures as julia coronado was telling us earlier. we are already back to 2%. when it comes to the headline numbers not quite there but we have come a long way. lisa: yesterday people were picking up that in the third quarter revision it was pretty esoteric. however, the price index revised lower at 3.3%. core pce came in quarter over quarter at 2.0%. already hitting...
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Dec 13, 2023
12/23
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live on tv and radio alongside tom keene and lisa abramowicz, i am jonathan ferro. market positive by zero point 1%. this afternoon, chairman powell is staring down the barrel of a market pricing big rate cuts in 2024 following a massive rally since the last fed meeting. tom: you said you were looking at the testimony of vice chair by then and chair yellen as well as a little bit of political ballet in washington. this is not just about monetary policy. jonathan: this was chair yellen. can you imagine if chair powell said the same thing today? i can't imagine the last mile will be difficult. a soft landing in the economy -- a soft landing and the economy continuing to grow. tom: all of these people with ucla and citigroup have a heritage. you mentioned waller. waller is bulletproof st. louis research studies, academic research. so is yellen. she is a voice on labor economics. chairman powell, not so much. jonathan: the party started, chairman waller shows up with tequila, off to the races. lisa: that is what we heard, it is a fed pivot party and we are all invited.
live on tv and radio alongside tom keene and lisa abramowicz, i am jonathan ferro. market positive by zero point 1%. this afternoon, chairman powell is staring down the barrel of a market pricing big rate cuts in 2024 following a massive rally since the last fed meeting. tom: you said you were looking at the testimony of vice chair by then and chair yellen as well as a little bit of political ballet in washington. this is not just about monetary policy. jonathan: this was chair yellen. can you...
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Dec 26, 2023
12/23
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if tom keene were here -- we are an apple family. go to buy something it has to be an apple product. katie: no green text bubbles. none of that. manus: there it -- carol: there is an app you can get. that installed base. $397 billion. any time the apple numbers cross they are off the charts. even if the growth is not significant -- dan: if tom keene was here -- katie: he kind of is. we just have them under the desk. manus: i am incarnation of tom keene. i am a hologram. dan: it is a i generated. realistically, if you look at valuation, if you look at the cash flow generation of apple that we will see over the years, margins are expanding. a lot of the bears look at their spreadsheets on park avenue in their tower. carol: so you do not have a bear story for apple? dan: the story is valuation, it is china, it is a headwind, but more fictional than reality that will hurt them. it is more competition. it also comes down to valuation. that is why this year, the bears focused so much on valuation instead of the actual underlying growth sto
if tom keene were here -- we are an apple family. go to buy something it has to be an apple product. katie: no green text bubbles. none of that. manus: there it -- carol: there is an app you can get. that installed base. $397 billion. any time the apple numbers cross they are off the charts. even if the growth is not significant -- dan: if tom keene was here -- katie: he kind of is. we just have them under the desk. manus: i am incarnation of tom keene. i am a hologram. dan: it is a i...
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Dec 12, 2023
12/23
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alongside tom keene and lisa abramowicz, i am jonathan ferro. s&p totally unchanged. uscp i just around the corner than it is on to the federal reserve tomorrow and retail sales. the biggest story overnight, a toy maker 20% of the staff two weeks before christmas. >> it does fold into the economic data and the new reality of an real interest rate. there are structural issues with the toy industry. they don't want toys. my kids don't want toys, they just want apps or cash for make up. maybe hasbro should go into the makeup business. there's also this question of cyclical and the mystery of this holiday season. jonathan: this quote right here, the market we anticipated had proven to be stronger and more persistent than planned. lisa: the question is bearish for who? the toy industry or the broader society considering the fact we are heading into christmas time. it's sad that people are not buying toys but i have to wonder if people have so much clutter and cannot move they already have so much stuff they need to get rid of, i wonder how much, this hangover from the pand
alongside tom keene and lisa abramowicz, i am jonathan ferro. s&p totally unchanged. uscp i just around the corner than it is on to the federal reserve tomorrow and retail sales. the biggest story overnight, a toy maker 20% of the staff two weeks before christmas. >> it does fold into the economic data and the new reality of an real interest rate. there are structural issues with the toy industry. they don't want toys. my kids don't want toys, they just want apps or cash for make up....
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Dec 7, 2023
12/23
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. >> "bloomberg surveillance this is" -- this is "bloomberg surveillance" with tom keene, jonathan ferro, and lisa abramowicz. jonathan: good morning. i am jonathan ferro. your equity market on the s&p about unchanged. dollar-yen, a break of 145, big moves. tom: this is macro macro, one big so what. there overcome by events we see today, claims we see tomorrow, jobs, the japanese financial world, the economic world is adjusting to what we have seen the last number of days. jonathan: ecb, because out there, 150 basis points of guts. -- of cuts. you have the boj, seemingly overnight laying the groundwork to hike interest rates. lisa: the deputy governor saying if you abandon negative rate policies, that could be good for consumers. and then for the kicker, you had the governor saying it is becoming even more challenging heading into next year to continue with negative rates. the response is a plunge in the dollar versus the yen and increase in yields in japan. this is supposed to be the armageddon moment for u.s. rates. yields were supposed to go to the moon when this happened. not that bi
. >> "bloomberg surveillance this is" -- this is "bloomberg surveillance" with tom keene, jonathan ferro, and lisa abramowicz. jonathan: good morning. i am jonathan ferro. your equity market on the s&p about unchanged. dollar-yen, a break of 145, big moves. tom: this is macro macro, one big so what. there overcome by events we see today, claims we see tomorrow, jobs, the japanese financial world, the economic world is adjusting to what we have seen the last number...
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Dec 14, 2023
12/23
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per our audience worldwide, i am alongside tom keene and lisa abramowicz.is higher again after a pivot from powell. tom: i think it was unanimous. there was no dissent. i love the bank of england with the dissent. jonathan: that's get to the decision now. good morning, lizzie. >> they say there is still some way to go. this is what we were expecting the bank of england to do, not following jay powell into the pivot party but holding firm in saying the inflation fight in the u.k. is not over and it is a little bit unique. tom: it is even more interesting what we will see from the ecb this morning. absolutely extraordinary. jonathan: how much weaker is the british economy? >> softer than expected growth data. you would think that would help to make dovish argument, but others would argue it is a blip in the data. the fine line between stagnation and recession is not a great one. anyways a bleak picture for the u.k. economy. lisa: what we heard yesterday was perhaps paving the way for rate cuts in the u.s., but a different feeling in london. you can see yields
per our audience worldwide, i am alongside tom keene and lisa abramowicz.is higher again after a pivot from powell. tom: i think it was unanimous. there was no dissent. i love the bank of england with the dissent. jonathan: that's get to the decision now. good morning, lizzie. >> they say there is still some way to go. this is what we were expecting the bank of england to do, not following jay powell into the pivot party but holding firm in saying the inflation fight in the u.k. is not...
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Dec 6, 2023
12/23
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. >> this is "bloomberg surveillance" with tom keene, and lisa abramowicz. jonathan: live from new york city, good morning. this is bloomberg surveillance. i am jonathan ferro. your equity market on the sp 500 time to bounce. equity futures up by .3%. we have had two days without gains on the s&p 500 for the first time since october. the bond market move continues on the u.s. 10 year and return to the data ahead of payables on friday. lisa: especially because we were hoping the job openings data would not matter and then he came in the lowest going back two years and all of a sudden in matter. -- all the sudden it mattered. with an edge of nervousness, is this the beginning of a grind that rose to like it -- to labor market strength? jonathan: we just had q3 north of 5% of gdp. soft landing crowd could not have made any better. you look at the ice,, prices beneath the surface to come up, job openings coming lower as well. isn't that everything everyone wants? lisa: it was a soft landing vermont -- soft landing nevada. maybe this is what would happen, it appe
. >> this is "bloomberg surveillance" with tom keene, and lisa abramowicz. jonathan: live from new york city, good morning. this is bloomberg surveillance. i am jonathan ferro. your equity market on the sp 500 time to bounce. equity futures up by .3%. we have had two days without gains on the s&p 500 for the first time since october. the bond market move continues on the u.s. 10 year and return to the data ahead of payables on friday. lisa: especially because we were hoping...
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Dec 21, 2023
12/23
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. >> this is "bloomberg surveillance" with tom keene, jonathan ferro and lisa abramowicz. lisa: the year feels over. this is bloomberg surveillance. alongside katie greifeld. tom keene and jonathan there'll thought that the year was over and it is not over considering the fact that we have key data coming up. i am pleased to have you in this seat as we really parse through yes liquidity but some really big questions into beginning of next year. katie: we are going to get some important economic data. you think about the fed. it will be interesting to see jobless claims on the heels of that. something interesting happened in the equity market. about 2:30 or four -- or so. so the liquidity show that there are nerves under the surface. lisa: just to put numbers over stocks puking, it is still 6:00 a.m. in new york. we are looking at the biggest decline in the s&p going back to september. it was only 19 companies got a gain. broad-based gain on the way up broad-based sale on the way down. some people are looking at options traits and is that the mood on the street? katie: zero
. >> this is "bloomberg surveillance" with tom keene, jonathan ferro and lisa abramowicz. lisa: the year feels over. this is bloomberg surveillance. alongside katie greifeld. tom keene and jonathan there'll thought that the year was over and it is not over considering the fact that we have key data coming up. i am pleased to have you in this seat as we really parse through yes liquidity but some really big questions into beginning of next year. katie: we are going to get some...
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Dec 4, 2023
12/23
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i watch them the way tom keene watches them. tom: thank you. did not like the gray jerseys. tom: i like the brown. come on. jonathan: would you like the email address? tom: it interview the guy forget it was a hugely successful interview. jonathan: if you want to come on and have a conversation. tom: they look like, you know, a roadshow in paris or something. lisa: when can i talk about that? jonathan: ok, majors coming up shortly. a big shift in the emphasis from this administration over the weekend regarding israel. strong words from the vice president. tom: i would see a huge shift in the news on gaza. jonathan: that competition is around the corner. stocks are pulling back. it is a reversal of last week. lastly, stocks up, this morning, stocks down. six basis points on the 10 year. on the two-year this morning, up seven. from new york city this morning, good morning. ♪ (sfx: stone wheel crafting) ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what
i watch them the way tom keene watches them. tom: thank you. did not like the gray jerseys. tom: i like the brown. come on. jonathan: would you like the email address? tom: it interview the guy forget it was a hugely successful interview. jonathan: if you want to come on and have a conversation. tom: they look like, you know, a roadshow in paris or something. lisa: when can i talk about that? jonathan: ok, majors coming up shortly. a big shift in the emphasis from this administration over the...
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Dec 29, 2023
12/23
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. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. carol: global shares on track for their best since 2019. the dollar poised for its worst year since the onset of the pandemic, oil not doing so well. a lot to talk about. for our audience worldwide, this is bloomberg surveillance live on bloomberg radio and tv alongside manus cranny and katie greifeld. pulling up the superlatives, there are a lot of them. manus: they are marching out at me. will we get the record high? will we get the last moment of exuberance in the equity market? you have the dollar making multiple record highs. the s&p 500 is just shy. 47 -- carol: 479656. are we asking so much? katie: it would be poetic if we get it on the final trading day of 2023. you think about all the sentiment shifts. a bang in january. summer sentiment was bad. manus: don't forget consensus calls was recession, china was going to fly to the moon. carol: are you reminding those strategists of what they got wrong? manus: i got a lot wrong to be fair. you have to try to make your prediction. t
. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. carol: global shares on track for their best since 2019. the dollar poised for its worst year since the onset of the pandemic, oil not doing so well. a lot to talk about. for our audience worldwide, this is bloomberg surveillance live on bloomberg radio and tv alongside manus cranny and katie greifeld. pulling up the superlatives, there are a lot of them. manus: they are marching out at me. will we...
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Dec 15, 2023
12/23
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. >> this is "bloomberg surveillance" with jonathan ferro, tom keene and lisa abramowicz. lisa: can we say the year is over? good morning. tom and jon are off today, hoping to get prepared for the holiday season. tom is helping jon shop for bowties. i am joined by two amazing people. katie greifeld, damian sassower are going to join me the last day of the year. can we say this is the last week of the year? >> this was billed as the last week that mattered. we had so many central bank decisions. we have some data coming next week. we can quietly push to the finish now. lisa: pivot parties turn to pivot manias. >> it is nothing short of spectacular for assets. we have a lot of central bathing -- bank meetings next week. lisa: i saw a rate in peru. i thought, he is going to go crazy to cover that for us. outperformance this week of some less loved areas was what stood out to me. i was calculating the week to date moves, include a 2% gain on the nasdaq. a 2% gain on the s&p. 9% gain on the kbw index in spirit 6.2% gain for the russell 2000, a true broadening out. katie: it too
. >> this is "bloomberg surveillance" with jonathan ferro, tom keene and lisa abramowicz. lisa: can we say the year is over? good morning. tom and jon are off today, hoping to get prepared for the holiday season. tom is helping jon shop for bowties. i am joined by two amazing people. katie greifeld, damian sassower are going to join me the last day of the year. can we say this is the last week of the year? >> this was billed as the last week that mattered. we had so many...
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Dec 19, 2023
12/23
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tom keene is back with us tomorrow morning. last show of the year altogether. about getting away, a few more trading days with equity futures positive by .2% on the s&p. but the latest is that china has left the station. the federal reserve is trying to pull it back but it is not. lisa: what we have heard is they have no reason to pull back because the fed put is back. then came on and said the fed put his back and we set are you kidding me. and then one person after an hour and then jay powell himself. they are concerned about jobs and they are talking about rate cuts. jonathan: chairman powell december 1 is a different man from chairman powell last wednesday. the cleanup job sounds like chairman powell on december 1 but you cannot put that to one side and say that did not happen. already implied in the dots, three cuts, markets taking it further. but you have duffs on the fomc. mary daly saying three is not accommodative at all. and this is the worry and the shift. the balance of risk. we are worried about inflation, we need to cause pain to get inflation dow
tom keene is back with us tomorrow morning. last show of the year altogether. about getting away, a few more trading days with equity futures positive by .2% on the s&p. but the latest is that china has left the station. the federal reserve is trying to pull it back but it is not. lisa: what we have heard is they have no reason to pull back because the fed put is back. then came on and said the fed put his back and we set are you kidding me. and then one person after an hour and then jay...
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Dec 6, 2023
12/23
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lizzy: mark rowan speaking to tom keene and jonathan ferro. here's what we are watching for today.morning at 9:30 a.m. london time we will get u.k. construction pmi for november. at 10:30 a.m. it is the bank of england by annual financial stability report. that outlines potential risks in markets. banking governor andrew bailey will speak half an hour later at a press conference. then we will turn our attention to u.s. adp employment data. that comes out 1:15 london time. at 3:00 p.m. london time, the canadian rate decision. also later today we will bring you lines from the u.s. senate banking committee hearing that will feature testimony from the ceos of america's biggest banks. coming up, russia's income from oil experts is greater than before the invasion of ukraine. that's next. this is bloomberg. ♪ >> it is expensive to build a new iron ore mine. you always have to build the infrastructure. it is iron ore of exceptional quality. probably the highest quality on the planet. only basically competes with the iron ore mind in brazil. it is the kind of or for the future. a lot of it
lizzy: mark rowan speaking to tom keene and jonathan ferro. here's what we are watching for today.morning at 9:30 a.m. london time we will get u.k. construction pmi for november. at 10:30 a.m. it is the bank of england by annual financial stability report. that outlines potential risks in markets. banking governor andrew bailey will speak half an hour later at a press conference. then we will turn our attention to u.s. adp employment data. that comes out 1:15 london time. at 3:00 p.m. london...
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Dec 27, 2023
12/23
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. >> this is bloomberg surveillance with tom keene, jonathan ferro and lisa abramowicz. lisa: before we get there could we see a new all-time high on the s&p 500. a very good morning from new york city under audiences worldwide. alongside manus cranny and katie. i'm carol massar. we are also watching oil closely backing off. we want to get to the market boards for you. it is coming after a 2.7% gain yesterday as we continue to be concerned about escalation in the middle east. let's bring in the team. once again i feel like we expect it to be a quiet day but the themes continue. >> you see oil taking a bit of a breather. that was after a pretty dramatic tuesday that we saw. i know we were asking the question about what was going to wake oil up. what a slide it's been since mid-october. it seems in geopolitical premium coming in. >> i'm surprised the 6% is all we got in terms of the repricing. in the past 24 hours we discussed the attacks in the red sea and the u.s. approach to iraq but the overnight news is about the conversations between joe biden and the qatari's. this
. >> this is bloomberg surveillance with tom keene, jonathan ferro and lisa abramowicz. lisa: before we get there could we see a new all-time high on the s&p 500. a very good morning from new york city under audiences worldwide. alongside manus cranny and katie. i'm carol massar. we are also watching oil closely backing off. we want to get to the market boards for you. it is coming after a 2.7% gain yesterday as we continue to be concerned about escalation in the middle east. let's...
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Dec 18, 2023
12/23
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. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. jonathan: what a difference a month makes. for audience worldwide this is bloomberg surveillance. alongside lisa abramowicz i'm jonathan ferro. here is the big call to kickoff the trading week. david costin at goldman sachs with the new price target on the s&p for next year. 5100. the old one is a month old. here is the quote. "equities were already pricing positive economic activity but now reflect a more robust outlook." lisa: the reason is because jay powell said we are talking about rate cuts but maybe they are not talking about rate cuts. john williams at the new york fed says baby it is premature to talk about it. everyone heard what jay powell had to say. jonathan: that push got steamrolled by williams and maybe by austan goolsbee. there is quote from mike wilson. he says this is a bullish outlook for stocks. even mike wilson is joining in. how credible is that pushback? lisa: the market has voted and the vote said it is not very credible at all. it is the fed chair thing the c
. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. jonathan: what a difference a month makes. for audience worldwide this is bloomberg surveillance. alongside lisa abramowicz i'm jonathan ferro. here is the big call to kickoff the trading week. david costin at goldman sachs with the new price target on the s&p for next year. 5100. the old one is a month old. here is the quote. "equities were already pricing positive economic activity but now...
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Dec 1, 2023
12/23
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. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. jonathan: hello, december. this is bloomberg surveillance on bloomberg tv and radio. i am jonathan ferro. the s&p 500 is totally unchanged for november. a massive move. up 8.90 2% on the s&p 500. on the nasdaq 100, up by 10.67%. bank of america -- lisa: the 60/40 portfolio had the biggest monthly gain going back to 1991. if you're talking about everything rallying together this is great. michael had a note of caution saying, just letting you know, it typically is met with a drawdown. jonathan: how modelo area and with a -- with something to say this morning. compounded by four key factors. goldilocks, goldilocks compounded data, falling yields, falling oil prices and cash on the sidelines. extrapolating all of this forward is subject to important qualifications that might well be underestimated during a period of understandable euphoria. lisa: at what point does the rally in bonds become problematic for the rally in stocks? i don't know if we are there. we will get dated today, speaki
. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. jonathan: hello, december. this is bloomberg surveillance on bloomberg tv and radio. i am jonathan ferro. the s&p 500 is totally unchanged for november. a massive move. up 8.90 2% on the s&p 500. on the nasdaq 100, up by 10.67%. bank of america -- lisa: the 60/40 portfolio had the biggest monthly gain going back to 1991. if you're talking about everything rallying together this is great....
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Dec 26, 2023
12/23
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>> tom keene's father went to texas. we should all go.ow big football is in >> >> college? if you look at texas a&m come is the biggest public college in the u.s., 70,000 students. i think there was more than 50,000 so when i went there. they rebuilt the field in recent years which was gangbusters. i feel like it would be fun. the dixie chicken is popular. paul: the dixie chicken bar. >> tom keene wants to go. if you want beer and wings. it's very texas. paul: they would love me in there. >> you would be popular down there. paul: texas a&m and oklahoma state 9:00 tomorrow night in the tax at texas bowl. looking at the markets, just treading water right now. the s&p 500 is up about zero -- 0.4% in the same for the dow and the nasdaq. a nice steady day here in the russell is giving is more life, up over 1%. i will call out the vix for tom keene. caroline: i suspect he is not listening. paul: he is into his surveillance cocktail i hope. the vix is just above 13. the yields are pretty much steady at 3.9%. it was just 5% seven or eight weeks a
>> tom keene's father went to texas. we should all go.ow big football is in >> >> college? if you look at texas a&m come is the biggest public college in the u.s., 70,000 students. i think there was more than 50,000 so when i went there. they rebuilt the field in recent years which was gangbusters. i feel like it would be fun. the dixie chicken is popular. paul: the dixie chicken bar. >> tom keene wants to go. if you want beer and wings. it's very texas. paul: they...
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Dec 28, 2023
12/23
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announcer: this is "bloomberg surveillance" with tom keene, jonathan ferro and lisa abramowicz. >> sixming undone. having said that on this thursday the nasdaq on track for its best year since 1999. the dow sitting at a record, could the s&p 500 be next? from new york city, a very good morning. this is "bloomberg surveillance live on radio and tv. that is our set up on this thursday morning. >> everything rally come here we are. carol: all in. manus: seems fairly robust, she has had a tough year. i like when you said to her is this a victory lap and she is very modest. carol: you guys know this, bring they also create of innovative funds. really noting her strategy at the same time. >> and love copycats to pair with those critics so i'm glad you asked about the out low. it is such an interesting case. usually you would expect flows to follow performance even though you can't argue with is numbers. you've seen that outflows in almost every single one of her etf's. curious to see how that dynamic shapes up next year especially if we get this friendly fed that everyone is expecting. >> ri
announcer: this is "bloomberg surveillance" with tom keene, jonathan ferro and lisa abramowicz. >> sixming undone. having said that on this thursday the nasdaq on track for its best year since 1999. the dow sitting at a record, could the s&p 500 be next? from new york city, a very good morning. this is "bloomberg surveillance live on radio and tv. that is our set up on this thursday morning. >> everything rally come here we are. carol: all in. manus: seems fairly...
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Dec 6, 2023
12/23
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. >> marc rowan speaking to tom keene and jonathan ferro.tsche bank after the u.s. dollar posts's biggest advance in over two months -- posts its biggest advance in over two months. this is bloomberg. ♪ (car engine revs) (engine accelerating) (texting clicks) (tires squeal) (glass shattering) (loose gravel clanking) >> third-quarter gdp for australia just crossing the bloomberg. when it comes to the seasonally adjusted quarter on quarter number for the third quarter, we are seeing more muted than expected, point 2%. expectations were for .5% and slowing from the .4% that we saw in the second quarter. that year on your headline number, two point 1% for australia's third-quarter gdp. -- 2.1 percent for australia's third-quarter gdp and holding at the same levels we saw in the second quarter after we had the rba really striking a pretty neutral tone, not as hawkish, not hawkish hold markets were expecting so we are going to take a look at the aussie dollar in terms of what we are focusing on and holding most of the moves we saw in the postmeeti
. >> marc rowan speaking to tom keene and jonathan ferro.tsche bank after the u.s. dollar posts's biggest advance in over two months -- posts its biggest advance in over two months. this is bloomberg. ♪ (car engine revs) (engine accelerating) (texting clicks) (tires squeal) (glass shattering) (loose gravel clanking) >> third-quarter gdp for australia just crossing the bloomberg. when it comes to the seasonally adjusted quarter on quarter number for the third quarter, we are seeing...
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Dec 28, 2023
12/23
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i will cook that for tom keene. let's check in with our bloomberg equities reported.great stuff out. she writes. radio and tv is just a side also. you and that team put out a lot of good stuff about what is happening in the markets. what you looking forward toward next year? >> if you look at the s&p 500 right now, it is about .1% away from that record high at last reached almost a year ago. the magic number being 4796 foot .56 -- 4796.56. with these key themes being not surprisingly the federal reserve and the trajectory of the rate cycle. and when potential cuts could come. of course, being attacked. we have seen this huge rebound, and especially when you look at the nasdaq and hundred. of course you have u.s. elections next year. that is another key theme when any traders followed the presidential election cycle. then of course different risks when you are looking over at asia. whether it is the bank of japan still has that negative interest rate policy, what it could mean, because you have economists betting they could potentially have their first hike in a long t
i will cook that for tom keene. let's check in with our bloomberg equities reported.great stuff out. she writes. radio and tv is just a side also. you and that team put out a lot of good stuff about what is happening in the markets. what you looking forward toward next year? >> if you look at the s&p 500 right now, it is about .1% away from that record high at last reached almost a year ago. the magic number being 4796 foot .56 -- 4796.56. with these key themes being not surprisingly...
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Dec 20, 2023
12/23
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tom, sarah thank you. >> straight ahead. the rebels in yemen launch attacks on u.s. forces.eneral jack keene reacts with this special edition of "hannity" continues. ♪ ♪ retinol overnight means... the smoothing benefits of retinol. are now for your whole body. plus, fast-working crepe corrector diminishes wrinkled skin in just two days. gold bond. champion your skin. hi, i'm ben and i've lost 60 pounds on golo. (guitar music) i've struggled with weight my whole life. i'm sure you're like me and you've tried diet after diet. if you want to stop the insanity, try golo. we're traveling all across america talking to people about their hearts. - how's the heart? - good. - you sure? - i think so. how do you know? let me show you something. put two fingers right on those pads. look at that. that's your heart. that is pretty awesome. with kardiamobile, you can take a medical grade ekg in just 30 seconds from anywhere. kardiamobile is proven to detect atrial fibrillation, one of the leading causes of stroke. for a limited time, kardiamobile is available for just $74. hurry, these pri
tom, sarah thank you. >> straight ahead. the rebels in yemen launch attacks on u.s. forces.eneral jack keene reacts with this special edition of "hannity" continues. ♪ ♪ retinol overnight means... the smoothing benefits of retinol. are now for your whole body. plus, fast-working crepe corrector diminishes wrinkled skin in just two days. gold bond. champion your skin. hi, i'm ben and i've lost 60 pounds on golo. (guitar music) i've struggled with weight my whole life. i'm...