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Mar 25, 2024
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. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: this is torture for equity market bears. every single our bob michele of jp morgan, i feel great. he was bearish a year ago. this is a big change. lisa: now the bearishness is not being bullish enough. we see upgrade after upgrade on wall street as everyone reassesses what the pivot from the fed means. jonathan: oppenheimer raising the s&p 500 year end target to 5500. i think that might be john stall office. you talk to him about upgrading the target and here we are. lisa: he said i'm going to revise things. there's not much upside from here to get there. as we heard, it did not take long before we could get to 5400 by the end of this week. jonathan: they get lined coming from boeing. let's get going up on the screen. boeings dave calhoun announces his intent to step down as the ceo. the stocks is higher in the premarket 2.5%. the boeing ceo announcing his attention to step down as ceo. lisa: everyone is wondering what took so long. everyone was wondering why he was still th
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: this is torture for equity market bears. every single our bob michele of jp morgan, i feel great. he was bearish a year ago. this is a big change. lisa: now the bearishness is not being bullish enough. we see upgrade after upgrade on wall street as everyone reassesses what the pivot from the fed means. jonathan: oppenheimer raising the s&p 500 year end target to 5500....
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Mar 14, 2024
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this is "bloomberg: the open" with jonathan ferro. dani:
this is "bloomberg: the open" with jonathan ferro. dani:
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Mar 15, 2024
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okay, that's uncalled for. >> dani burger in for jonathan ferro.nsecutive days of higher yields after dramatic 24 hours for inflation data but even amid that equities are higher. the countdown to the open starts now. >> this is the open with jonathan ferro. futures loo
okay, that's uncalled for. >> dani burger in for jonathan ferro.nsecutive days of higher yields after dramatic 24 hours for inflation data but even amid that equities are higher. the countdown to the open starts now. >> this is the open with jonathan ferro. futures loo
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Mar 19, 2024
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new york city, i am manus in for jonathan ferro.ity markets are selling facts follow -- all the way around. nvidia has ai a little bit lower. countdown to the open kicks in right now. >> everything you need to get set for the start of u.s. trading, this is bloomberg the open with jonathan ferro. manus: coming up, futures moving low as the central bank extravaganza gets underway. the bank of
new york city, i am manus in for jonathan ferro.ity markets are selling facts follow -- all the way around. nvidia has ai a little bit lower. countdown to the open kicks in right now. >> everything you need to get set for the start of u.s. trading, this is bloomberg the open with jonathan ferro. manus: coming up, futures moving low as the central bank extravaganza gets underway. the bank of
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Mar 18, 2024
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open with jonathan ferro.g bell] >> investors brace for a busy week of global rate decisions. ai in focus with the
open with jonathan ferro.g bell] >> investors brace for a busy week of global rate decisions. ai in focus with the
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Mar 13, 2024
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this is "bloomberg: the open," with jonathan ferro. up, the equity rally stalls falling -- following another record-breaking session on wall street.
this is "bloomberg: the open," with jonathan ferro. up, the equity rally stalls falling -- following another record-breaking session on wall street.
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Mar 5, 2024
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this is bloomberg the open with jonathan ferro.edge ahead on -- ahead of chairman powell's economic data. target delivers a beat on apple and tesla sales disappoint in china.
this is bloomberg the open with jonathan ferro.edge ahead on -- ahead of chairman powell's economic data. target delivers a beat on apple and tesla sales disappoint in china.
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Mar 11, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramovitz, and annmarie hordern. jonathan: good morning. this is bloomberg surveillance. your equity market is negative by one third of 1% on the s&p 500. chairman powell says he needs more evidence. he will get more evidence this week. cpi, ppi, retail sales, jobless claims all on deck. lisa: cpi is on deck tomorrow, likely the biggest. will a decline in year-over-year cpi, when you strip out food and energy, falling to 3.7% be sufficient to cut rates? maybe not this month but maybe in june. jonathan: that data has whipsawed markets but has not rattled this federal reserve. they have stayed on message. chairman powell has not changed his message from january to the semiannual testimony last week. maybe a little bit on financial regulation for whatever that is worth, but you have people like governor wallace saying what is the rush? they are unmoved by what we have seen the last month. lisa: the market is fighting back. the key question is how much they keep their statements of economic projections the same, at what
. >> this is bloomberg surveillance with jonathan ferro, lisa abramovitz, and annmarie hordern. jonathan: good morning. this is bloomberg surveillance. your equity market is negative by one third of 1% on the s&p 500. chairman powell says he needs more evidence. he will get more evidence this week. cpi, ppi, retail sales, jobless claims all on deck. lisa: cpi is on deck tomorrow, likely the biggest. will a decline in year-over-year cpi, when you strip out food and energy, falling to...
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Mar 20, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern.onathan: the third hour of bloomberg surveillance begins right now. live from new york city this morning, good morning, good morning. it is fed decision today and going into that decision this afternoon, equities, all-time highs adding some weight to it this morning. credit spreads very tight and trying to work out what chairman powell is going to say in his news conference. lisa: honestly what people are looking for is some perspective market activity as well as maybe some walking back of this desire to cut rates because right now in the market there is this belief that the federal reserve wants to cut rates regardless of data. jonathan: he spoke a couple of weeks ago down on capitol hill in front of the house and then the senate, basically said we only need a little bit more confidence, so what has changed to mark lisa: there hasn't even been a little bit more confident that some people are now saying if you look at the euro per your comps, is going to get complicated to get down to
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern.onathan: the third hour of bloomberg surveillance begins right now. live from new york city this morning, good morning, good morning. it is fed decision today and going into that decision this afternoon, equities, all-time highs adding some weight to it this morning. credit spreads very tight and trying to work out what chairman powell is going to say in his news conference. lisa: honestly what...
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Mar 27, 2024
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this is bloomberg the open with jonathan ferro. manus: coming up in the show
this is bloomberg the open with jonathan ferro. manus: coming up in the show
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Mar 15, 2024
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hello, jonathan ferro, what do you think jonathan: stop jonathan: why are you doing in which accent? university of michigan. jonathan: no. i still don't know what i think about that data. drew member the fed made a move? lisa: this retracts oil prices pretty closely and gasoline prices have been going up. annmarie: in the last month individuals saw inflation 3%, up from january. it is tiny but people's expectations are rising. jonathan: coming up this hour, sarah hunt as another higher-than-expected inflation print. dan ives of wedbush. ian lyngen of primo of why he sees hints of stagflation. we begin with our top story, treasuries holding steady after selling off on the heels of another hotter than expected inflation print. 10 year yields on pace for their biggest rise since october. sarah hunt writing "there is a tension between the idea that not cutting rates means financial conditions will passively tighten if inflation continues to wind its way lower and concerns that when there is enough liquidity in the conditions are still too loose." sarah joins us now. what you think of tha
hello, jonathan ferro, what do you think jonathan: stop jonathan: why are you doing in which accent? university of michigan. jonathan: no. i still don't know what i think about that data. drew member the fed made a move? lisa: this retracts oil prices pretty closely and gasoline prices have been going up. annmarie: in the last month individuals saw inflation 3%, up from january. it is tiny but people's expectations are rising. jonathan: coming up this hour, sarah hunt as another...
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Mar 1, 2024
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annmarie hordern, jonathan ferro. the fed will not cut rates in 2024.ot simply slowing down. the fed pivot providing a strong growth since september. >> more people are coming around to this idea of being in the margins. how much is that create a reality check to the market hitting new highs where everyone seems to be shrugging off concerns. i think it's been an exhausting whipsaw feeling of incremental moves to sort of grinding higher not feeling too enthusiastic but there is nowhere else to go. jonathan: let's push ahead to next week. payrolls friday. a sneak peek of the survey. 190 k is the median estimate. this moving target we've put together more of these estimates for you. 190,000 is the number. if you look at unemployment without unemployment sit at 2% for two consecutive years. looking for this to stick at 3.7. >> there's a reason this is coming out saying they won't get rate cuts this year. if you come up with a theory it might call for weakness. if you look at the reality it is not showing that. so when you say the reality is portraying stren
annmarie hordern, jonathan ferro. the fed will not cut rates in 2024.ot simply slowing down. the fed pivot providing a strong growth since september. >> more people are coming around to this idea of being in the margins. how much is that create a reality check to the market hitting new highs where everyone seems to be shrugging off concerns. i think it's been an exhausting whipsaw feeling of incremental moves to sort of grinding higher not feeling too enthusiastic but there is nowhere...
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Mar 13, 2024
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jonathan ferro, avid follower of japanese unions.ion represents about 60 different groups on this price increase. people looking into this as a signal given the fact is the fastest wage growth we've seen going back decades. it's a matter of when and how they message it. do people move on and say it's can i happen? jonathan: dario perkins put this beautifully on twitter, he said 5% wage growth in japan virtuous wage price cycle. 5% wage growth in the euro zone which we spent a risk of japanization, isn't it different? in europe it's a dangerous wage price spiral, it's a very different way of looking at the same thing. >> is the japanese economy struggle -- structurally different than europe, some people might argue no. if that's the case is it wrong to fight inflation, it begs the question to run the economies bit hotter to avoid the japanese like spiral. which brings in a ball of worms by the fed excited to cut. >> wage negotiations, a big union japan. shaking of dollar-yen. president biden securing enough -- voters in georgia, missi
jonathan ferro, avid follower of japanese unions.ion represents about 60 different groups on this price increase. people looking into this as a signal given the fact is the fastest wage growth we've seen going back decades. it's a matter of when and how they message it. do people move on and say it's can i happen? jonathan: dario perkins put this beautifully on twitter, he said 5% wage growth in japan virtuous wage price cycle. 5% wage growth in the euro zone which we spent a risk of...
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Mar 19, 2024
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home of bank of america here in new york city alongside lisa abramowicz i am jonathan ferro. lisa abramowicz actually going to 731 lexington avenue and just making it in time. good thing brian moynihan does not join for another 60 minutes. lisa: really, that is how we are going to start? i was prepared to be here early. jonathan: you want to trade? this will fill out for the next two or three hours. brian moynihan will join us in 60 minutes. we want to start with the price action. we begin with dollar yen. something truly historic just happened, something since -- not since 2007. the japanese yen is weaker even though we've just seen the first interest rate hike in 17 years. lisa: on one hand people were expecting this. some of the rhetoric out of the central bank was not hawkish. they were indicating they were not prepared to hike again. that is why this currency pair is dead in the water. i do not understand this. this is what everyone was waiting for. michael: -- jonathan: there is a big difference between the end of negative interest rates and the end of easy money. this
home of bank of america here in new york city alongside lisa abramowicz i am jonathan ferro. lisa abramowicz actually going to 731 lexington avenue and just making it in time. good thing brian moynihan does not join for another 60 minutes. lisa: really, that is how we are going to start? i was prepared to be here early. jonathan: you want to trade? this will fill out for the next two or three hours. brian moynihan will join us in 60 minutes. we want to start with the price action. we begin with...
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Mar 7, 2024
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. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: live from new york city this morning. for our audience worldwide, this is bloomberg surveillance. equity futures on the s&p 500 up .2%. date two for chairman powell and in washington, d.c. it is the state of the union address. we will catch up with amh in washington. it was a win for wall street but not the kind of win we were thinking about. this was not monetary policy, this was about financial regulations. lisa: there are lobbyists in washington, d.c. getting massive bonuses. we saw that 19% capital requirement that the largest banks in the u.s. were going to have to hold under new proposals basically being rolled back. jay powell saying we will make a lot of changes to this after a lot of lobbying. jonathan: day one was in front of the house financial services committee. date two was in front of the senate committee. the senator from massachusetts, elizabeth warren, i imagine elizabeth warren has follow-up questions about yesterday. lisa: i imagine she will not be partic
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: live from new york city this morning. for our audience worldwide, this is bloomberg surveillance. equity futures on the s&p 500 up .2%. date two for chairman powell and in washington, d.c. it is the state of the union address. we will catch up with amh in washington. it was a win for wall street but not the kind of win we were thinking about. this was not monetary...
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Mar 11, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: it's like the weekend never happened. monday morning this is what everyone is feeling. horrendous. lisa: there's no reason to do daylight savings prayed its improvement to be incorrect and does not have any energy savings prayed people want the romance of a long winter, summer vacations, long summer evenings and barbecues. jonathan: you knew out of everything this a be the one thing the wind you up. not markets, not cpi. lisa: don't you feel the same? jonathan: let's get your week started. good morning, good morning. you futures negative by .1 on the s&p 500 braided good news is good news. how about no news is good news. last week was a no news week. the absence of blowout numbers last week i think that is where it's at. lisa: it should be good news and it was good news for the bond market prayed is a good news for the duration of a stock market rally that's showing some signs of maybe the leadership getting tired and that's what people are focused on. or is some of the vola
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: it's like the weekend never happened. monday morning this is what everyone is feeling. horrendous. lisa: there's no reason to do daylight savings prayed its improvement to be incorrect and does not have any energy savings prayed people want the romance of a long winter, summer vacations, long summer evenings and barbecues. jonathan: you knew out of everything this a be the one thing...
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Mar 28, 2024
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. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: this is bloomberg surveillance. directly market pulling back a touch on the s&p 500. wrapping up q1, a decent month of gains. by 10% on is the 500. at least you get some consistency. the title of his speech, "what is the rush." that latest speech, "there is still no rush." sometimes they make it easy for us, you don't even have to read the speech. lisa: which is maybe why people are not reacting more than you expect. stop expecting all of these rate cuts because i don't like i saw and it was it is inflation data, we might have to push back the rate cuts. jonathan: i like the question, what is the biggest risk, holding too long, cutting too soon? he said for strength of the economy and the get, the risk of waiting longer to year's policy is small and significantly lower than acting too soon. the question i have got, does that argument win out everyone else on the fomc? lisa: if you look at the market, the answer is maybe. people aren't buying wholesale into chris wallace bein
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: this is bloomberg surveillance. directly market pulling back a touch on the s&p 500. wrapping up q1, a decent month of gains. by 10% on is the 500. at least you get some consistency. the title of his speech, "what is the rush." that latest speech, "there is still no rush." sometimes they make it easy for us, you don't even have to read the speech....
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Mar 20, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, and annmarie hordern.onathan: four months ago, it was a big deal and this will be the day the federal reserve has to reduce interest rate so here we are trying to work out when that will happen. live from new york city this morning, good morning, good morning, for audience worldwide, this is bloomberg surveillance. the s&p 500 is a little bit softer coming off a two day winning streak. the data disrupted the storytelling at the end of last year. lisa: which is what i've read from pretty much every analyst. it will be a difficult fed meeting. do they publicly question their assumption of three great cuts at this meeting and will they publicly allow that maybe rates won't fall as they want in the next couple of years? jonathan: we've got to work through a statement, news conference and i will go straight to projections. trying to work out whether the two policymakers because that's all it will take to come up and make the meeting to cuts and not three and then it's up to chairman powell and the news conferen
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, and annmarie hordern.onathan: four months ago, it was a big deal and this will be the day the federal reserve has to reduce interest rate so here we are trying to work out when that will happen. live from new york city this morning, good morning, good morning, for audience worldwide, this is bloomberg surveillance. the s&p 500 is a little bit softer coming off a two day winning streak. the data disrupted the...
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Mar 22, 2024
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. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: let's get you into the weekend. good morning, good morning. for our audience worldwide this is bloomberg surveillance. amh back in the hot seat. it has been a while. equity futures positive .1%. four day winning streak on the s&p 500. the data is decent. central banks leaning into rate cuts. lisa: which is the reason everyone seems to be risk on which maybe should make people worried but there's no reason not to. you have the fiscal impulse and the monetary impulse. jonathan: a bit of fed speak later. we will hear from romaine bostick. what are you looking for? lisa: he will say i am ready to hear and listen. he will not try to say anything. no one will talk about cleanup on aisle two, because after december people were saying who would say this is premature. it is clear now it is a dovish pivot. jonathan: shares of apple down yesterday 4%, today higher .2%. the doj suing apple for violating antitrust rules. in re, what stood up -- what stood out to you in that report? annma
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: let's get you into the weekend. good morning, good morning. for our audience worldwide this is bloomberg surveillance. amh back in the hot seat. it has been a while. equity futures positive .1%. four day winning streak on the s&p 500. the data is decent. central banks leaning into rate cuts. lisa: which is the reason everyone seems to be risk on which maybe should make...
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Mar 25, 2024
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. >> it's difficult to think of not -- >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. >> when you get to the office on monday and it feels like you never left on friday. that time in between like a total blur. feel that this monday morning. good morning for our audience worldwide. this is bloomberg surveillance. holiday shorts trading week which is good news for many of you. all-time high after all time high. in europe, stoxx 600 last week record high in japan, to 25. on the s&p 500 our 20th all-time high at one point last week. again and again the bullishness overwhelming on this program. the start of this one this hour. saying i feel good read i think that basically sums it up. >> deutsche bank did their latest fund manager survey and they found everyone's in the no landing. and it's not a problem. they are not that concerned about the fed keeping inflation hotter as they really reduce rates going forward. >> today we will hear from the likes of bostick, goolsby even later on friday when the markets closed a few hours after you get pce we are fr
. >> it's difficult to think of not -- >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. >> when you get to the office on monday and it feels like you never left on friday. that time in between like a total blur. feel that this monday morning. good morning for our audience worldwide. this is bloomberg surveillance. holiday shorts trading week which is good news for many of you. all-time high after all time high. in europe, stoxx 600...
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Mar 27, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. york city this morning, good morning, good morning, the second hour bloomberg surveillance begins right now with the equity market on the s&p positive by 0.4%, continuing to track the fallout from the collapsed bridge in baltimore. we've said over the last 60 minutes just how much worse this could have been. the time between the made a call and stopping traffic on the bridge, this could have been so much worse yesterday. lisa: you are right, the idea that they were able to halt traffic kept other cars from getting caught up in this. it raises the question of how much time there was and what exactly was the cause and how long will this disrupt some of the traffic and the shipping. there are so many questions that remain in the focus now is still on the here and after, the immediate aftermath of this. this is an artery that has been severed. jonathan: it could be weeks or months before this port reopens and then you've got to get into rebuilding the bridge. it's going to take a long tim
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. york city this morning, good morning, good morning, the second hour bloomberg surveillance begins right now with the equity market on the s&p positive by 0.4%, continuing to track the fallout from the collapsed bridge in baltimore. we've said over the last 60 minutes just how much worse this could have been. the time between the made a call and stopping traffic on the bridge, this could have...
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Mar 12, 2024
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announcer: this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern.data 90 minutes away. live from new york city, good morning. this is bloomberg surveillance. equity futures posited by one quarter of 1%. it is the last read on inflation until next week's fed meeting and the recent data, some of the happy talk around disinflation. lisa: given the fact that we saw hotter than expected cpi and ppi, how vulnerable is this marketer really a gut check about just how quickly this inflation actually is happening and how hard the last mile really is? jonathan: the market has been more vulnerable than the federal reserve has been. the fed has been unchanged, unmoved by any of this and they are coming into their meeting next week making a new set of projections. lisa: i feel like the market is kind of a histrionic person who keeps switching because there is nothing else to do and they are basically board. at a certain point everyone is trying to figure out how to get the edge and a time when the data is messy and nobody can really predict the future, so you get
announcer: this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern.data 90 minutes away. live from new york city, good morning. this is bloomberg surveillance. equity futures posited by one quarter of 1%. it is the last read on inflation until next week's fed meeting and the recent data, some of the happy talk around disinflation. lisa: given the fact that we saw hotter than expected cpi and ppi, how vulnerable is this marketer really a gut check about just how...
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Mar 14, 2024
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. >> this is bloomberg surveillance with jonathan ferro , lisa abramowicz and annmarie hordern. >> thehour of bloomberg surveillance begins right now. good morning. for our worldwide this is bloomberg surveillance. your equity markets positive on the s&p 500. you had very little data in the past when he four hours. driven by the price action. in about 90 minutes time. >> does it matter, is a good and narrative at all. it was supposed to be the most important risk on a risk off event of the week and did have some interesting nuggets. it was treated as a done in the market. when will this market take a signal from the data being dismissed. jonathan: would you prefer to talk but a single name instead. u.s. steel is down by more than 5% in the premarket. this stock got hammered in the session. this from the president of the united states, u.s. steel should remain domestically owned and operated. annmarie: we thought it was good, according to the first reporting that. the white house must've felt the tremendous amount of pressure after this leak. this has been under review for national secu
. >> this is bloomberg surveillance with jonathan ferro , lisa abramowicz and annmarie hordern. >> thehour of bloomberg surveillance begins right now. good morning. for our worldwide this is bloomberg surveillance. your equity markets positive on the s&p 500. you had very little data in the past when he four hours. driven by the price action. in about 90 minutes time. >> does it matter, is a good and narrative at all. it was supposed to be the most important risk on a risk...
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Mar 21, 2024
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jonathan ferro will go on the crews.ng it. >> not. >> you said considering it. >> i cannot come up with a number. they can work on that one. equities on the s&p positive five thirds of a percent. people will clip that. >> they will cut off the first part. >> if i ever speak favorably about cruises you know someone has paid me. three basis points on the two-year. the rally continues. down four basis points on the tenure. surprise rate cut from the swiss. the swiss national bank down 25 basis points, feeling a weaker swiss franc. that's the first one. bank of 30 minutes -- of england in 30 minutes. >> this is the first rate cut. there's a race to cut. you get the sense that it's beneficial to be on the front end of that. the swiss national bank was concerned about the currency that's too strong. >> you can still make a good living. and be seen with the swiss national bank president earns? upwards of one million swiss. i think the governors get a couple hundred thousand. granted you get money in the private sector nectar th
jonathan ferro will go on the crews.ng it. >> not. >> you said considering it. >> i cannot come up with a number. they can work on that one. equities on the s&p positive five thirds of a percent. people will clip that. >> they will cut off the first part. >> if i ever speak favorably about cruises you know someone has paid me. three basis points on the two-year. the rally continues. down four basis points on the tenure. surprise rate cut from the swiss. the...
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Mar 26, 2024
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. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern.from new york city this morning, good morning. the second hour of bloomberg surveillance begins right now with your equity market pushing higher, bouncing back .4%. s&p 500 yesterday briefly snapping some of the momentum on the nasdaq. a five-day winning streak on the nasdaq 100 but muted stuff into the big print on friday. the print we have been waiting for an chairman powell told us what the number is. annmarie: which is the reason -- lisa: which is the reason we can take the day off. jonathan: we get back into the equity market. julian emanuel on the show in about two minutes. we are in the exuberance zone. first question, rational or not? lisa: and how long can exuberance last? the issue is people can identify something that feels like it is getting frothy but it continue for a long time. the key question remains with the bond market. how long will the bond market go along with the message the fed intends? inflation will come down. when do people start to challenge that? jonathan:
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern.from new york city this morning, good morning. the second hour of bloomberg surveillance begins right now with your equity market pushing higher, bouncing back .4%. s&p 500 yesterday briefly snapping some of the momentum on the nasdaq. a five-day winning streak on the nasdaq 100 but muted stuff into the big print on friday. the print we have been waiting for an chairman powell...