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Jun 25, 2024
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that's a long-term story but i think it's interesting annmarie: annmarie:.s, geopolitically? steve: petrified. [laughter] annmarie: seriously? steve: god for bid china invades taiwan one morning, our economy is hit very, very badly. we're will beget our chips? annmarie: we are years -- steve: years from that, i agree. annmarie: is that your biggest risk? steve: that geopolitical risk is the biggest risk to the market, i think, and i have no way to predict it. lisa: to me this raises the question -- will it be geopolitics or a growth scare? mike wilson said that a growth scare could torpedo some of these. some of the semiconductor providers. because there won't be as much investment. is that as much of a risk? steve: i don't see a growth scare at this point. you guys talking about the fed earlier? my view on the fed is that it's not relevant. it was relevant when it raised rig -- rights -- rates 500 points. that's relevant. the most vicious, what are they talking about? one or two rate cuts next year? seems like things that are dim and amiss. it will be impor
that's a long-term story but i think it's interesting annmarie: annmarie:.s, geopolitically? steve: petrified. [laughter] annmarie: seriously? steve: god for bid china invades taiwan one morning, our economy is hit very, very badly. we're will beget our chips? annmarie: we are years -- steve: years from that, i agree. annmarie: is that your biggest risk? steve: that geopolitical risk is the biggest risk to the market, i think, and i have no way to predict it. lisa: to me this raises the...
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Jun 21, 2024
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annmarie: and it's a structural thing.lking about the world of trying to bring inflation down, waiting to see if there are >> in the labor market, is it waiting for ghetto? do we need to get used to something more uncomfortable because there are still persistent supply issues? dana: when i look at the services, it's flowing through, certainly excluding insurance premiums. that is probably not going away. that is something the fed will have a very difficult time resisting, because again it is a supply in the bed is a good at addressing demand issues. where we will get a lot of traction as 12 months is from housing. if you look at the home price index and he laughed at by 18 months, -- lag that by 18 months, where -- that with how you her oer is going. then insurance costs for housing and autos. those are different reasons but we don't know when they are going to end in the fed is going to be challenged in terms of getting asian back to its sustainable target. lisa: dana peterson and veronica clark, with us as we look back a
annmarie: and it's a structural thing.lking about the world of trying to bring inflation down, waiting to see if there are >> in the labor market, is it waiting for ghetto? do we need to get used to something more uncomfortable because there are still persistent supply issues? dana: when i look at the services, it's flowing through, certainly excluding insurance premiums. that is probably not going away. that is something the fed will have a very difficult time resisting, because again it...
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Jun 18, 2024
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annmarie: the story hasn't changed. november 2021, 6.1 trillion dollars in assets, their long best trade is the max seven. 69%. this is the most crowded trade in history. what i think is more interesting is the funder survey when it comes to europe. remember, there was this window, maybe it is time we can get more exposure to europe? europe has shut the door on that and everyone is starting to stay away. the only game left in town is the united states, and -- and it is these max sevens. lisa: when we going to start to see her a -- to see a broadening out that leads to another boom in consumer spending? that leads to better consumer confidence? today we do get retail sales, and this comes at a time where a lot of people are looking for some sort of turn in the labor market. basically saying, we are at a pivot point where something could weaken more dramatically. how important is retail sales? the innate impulse to shop? dani: it is important because it may be solves this conundrum. paul donovan has called it hedonism of
annmarie: the story hasn't changed. november 2021, 6.1 trillion dollars in assets, their long best trade is the max seven. 69%. this is the most crowded trade in history. what i think is more interesting is the funder survey when it comes to europe. remember, there was this window, maybe it is time we can get more exposure to europe? europe has shut the door on that and everyone is starting to stay away. the only game left in town is the united states, and -- and it is these max sevens. lisa:...
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Jun 24, 2024
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annmarie: they are too important to fail. basically force the company to admit its wrongdoing. it might be very challenging from an optics point of view. lisa: i look forward to the day when we are not talking about boeing anymore. the tech giants have discussed incorporating mehta's model. already named as a partner for upcoming ai features this year. it strikes me that apple is throwing everything at the wall and seeing what will stick. dani: did apple go out to every company and say, who wants to partner with me an we are in this very kumbaya period of ai and everybody is working together and kind of complicit. a hypercompetitive all knives out, who can do the best is not going to happen. i'm not sure it will last but we have this good feeling to last a little bit longer. lisa: there is the issue of kumbaya leading to antitrust concerns. talk about the incredible one. maybe it is not nvidia. maybe it is in openai mash-up. annmarie: i think it already has peoples attention but it is hard to regulate at the moment. nobody kn
annmarie: they are too important to fail. basically force the company to admit its wrongdoing. it might be very challenging from an optics point of view. lisa: i look forward to the day when we are not talking about boeing anymore. the tech giants have discussed incorporating mehta's model. already named as a partner for upcoming ai features this year. it strikes me that apple is throwing everything at the wall and seeing what will stick. dani: did apple go out to every company and say, who...
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Jun 20, 2024
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dani: annmarie: annmarie: we will get that housing starts numbers today.there might not be enough supply but the prices are going to go even higher. is it better to go in now and take a hit on the rate but get in or you will be dealing with housing. you might have to wait two or three years on the sideline. lisa: housing starts and permits are coming up in 27 minutes. everyone is continuing to buy, the s&p is up slightly. so far this year, gain of more than 15% and this would be the 30 second record high of 2024 of it sticks. the euro versus the dollars $1.07. a significant weakening but the dollar remains supreme. crude is up just marginally up zero point 2% as people look at some of the shipping delays but more demand ahead of a busy travel weekend. coming up, anastasia amoroso, we are already talking about beyond what's -- will talk about what's beyond the s&p 500. we will also have high -- housing data on tech -- on deck. i capital says this -- she joins us now so are you bearish or just acknowledging that things feel pretty heady so things could happe
dani: annmarie: annmarie: we will get that housing starts numbers today.there might not be enough supply but the prices are going to go even higher. is it better to go in now and take a hit on the rate but get in or you will be dealing with housing. you might have to wait two or three years on the sideline. lisa: housing starts and permits are coming up in 27 minutes. everyone is continuing to buy, the s&p is up slightly. so far this year, gain of more than 15% and this would be the 30...
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Jun 27, 2024
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annmarie: exactly. it is the first presidential debate ever in history, which is why it makes it so interesting to watch. remember a few months ago, we were wondering, with these two individuals ever even spar again? and here they are. it is a long few months until september until they meet again. this is why it feels so high-stakes. sides the substance, the style is going to be important. jonathan: a lot of market participants focused on the dollar. we will catch up with deutsche bank's alan ruskin. this is what deutsche bank has to say. our forecast is dependent on the u.s. election and the extent to which a protectionist trade policy is pursued. if this is the case we would like to revise our euro-dollar call to parity. that is how big some of these calls are. lisa: i highlighted that in my notes, because this is the interesting stakes of this. if there is a more protectionist policy, how much does that lead to dollar strength and ongoing american exceptionalism? this is counterintuitive. some people
annmarie: exactly. it is the first presidential debate ever in history, which is why it makes it so interesting to watch. remember a few months ago, we were wondering, with these two individuals ever even spar again? and here they are. it is a long few months until september until they meet again. this is why it feels so high-stakes. sides the substance, the style is going to be important. jonathan: a lot of market participants focused on the dollar. we will catch up with deutsche bank's alan...
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Jun 17, 2024
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annmarie: when you say the u.s.ause you actually think the u.s. is ok when it comes to its fiscal trajectory? >> it's a compile asian abode. i don't know about this saying but is the least dirty shirt. i look through my wardrobe and trying to find the cleanest and brightest white shirt to wear. it's a bit like that. the u.s. debt stuck as a percentage of gdp in public and private sector since the 2008 financial crisis, it's gone up but it hasn't gone up as much as some other countries and it's also been helped in the u.s. by the fact that the household is involved. on a relative basis, it looks not so bad and on historical basis, it's oh k. also the fact that is the strength of the gdp and the tax take. looking forward, u.s. has incredible taxing ability. as we know, it's a question of who wins. annmarie: and it's a question of policy. there is a new report talking about it trump's proposal to tip s from taxation, it could be $200 billion added to the national deficit? are you expecting there will be a lot more debt
annmarie: when you say the u.s.ause you actually think the u.s. is ok when it comes to its fiscal trajectory? >> it's a compile asian abode. i don't know about this saying but is the least dirty shirt. i look through my wardrobe and trying to find the cleanest and brightest white shirt to wear. it's a bit like that. the u.s. debt stuck as a percentage of gdp in public and private sector since the 2008 financial crisis, it's gone up but it hasn't gone up as much as some other countries and...
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Jun 26, 2024
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annmarie: no comment.the first presidential debate. >> the weaknesses are what we will learn. is trump going to be more restrained and disciplined in his rhetoric? is biden going to bring the energy and coherence that he brought at the state of the union? lisa: that is up next. this is bloomberg. ♪ starti is never easy, but starting it eight months pregnant, that's a different story. with the chase ink card, we got up and running in no time. earn unlimited 1.5% cash back on every purchase with the chase ink business unlimited card from chase for business. lisa: a quiet day as we look ahead to housing data ramping up tomorrow with the presidential debate after the bell, as well of course on friday the key inflation data is under surveillance this morning counting down to that key inflation debate. >> the weaknesses of the candidates are what we are going to learn. is trump going to be restrained and disciplined? is biden going to bring the energy in the coherence that he did at the state of the union? as we
annmarie: no comment.the first presidential debate. >> the weaknesses are what we will learn. is trump going to be more restrained and disciplined in his rhetoric? is biden going to bring the energy and coherence that he brought at the state of the union? lisa: that is up next. this is bloomberg. ♪ starti is never easy, but starting it eight months pregnant, that's a different story. with the chase ink card, we got up and running in no time. earn unlimited 1.5% cash back on every...
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Jun 28, 2024
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annmarie: which? functionally good but not the most beautiful. jonathan: you care about the carbon fiber plate, is that what you are saying? lisa: it's on brand, don't worry. jonathan: sound very on brand. are you done taking shots? annmarie: well, ucl of these opinion pieces about have athleisure where has moved into workwear and they could have had a moment coming out of pandemic with more people buying these goods and using it going back to the office two or three days a week and they missed that boat. jonathan: that is something that i have strong feelings about, athleisure becoming workwear, but this is meant to be serious -- annmarie: there should be worker's policy. jonathan: i agree. breaking pce data, next. honda larry and joining us in a moment. all of that -- mohamed el-erian joining us in just a moment. equity futures positive by 0.4%. where has jun gone, where has the first half of 2024 gone? data is still ahead of us with equity futures positive. this is bloomberg. ♪ (♪♪) (♪♪) what took
annmarie: which? functionally good but not the most beautiful. jonathan: you care about the carbon fiber plate, is that what you are saying? lisa: it's on brand, don't worry. jonathan: sound very on brand. are you done taking shots? annmarie: well, ucl of these opinion pieces about have athleisure where has moved into workwear and they could have had a moment coming out of pandemic with more people buying these goods and using it going back to the office two or three days a week and they missed...
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Jun 13, 2024
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we will bring in annmarie hordern in italy and kailey leinz in d.c. we know the roundtable had begun and we have a lot of folks, high-level executives sitting in on that roundtable. what is the message from former president trump to them? kailey: the roundtable has ended and donald trump motorcade has left in washington, d.c. and moved on to the senate building in which he will be meeting with senate leaders and other republican members of the senate after meeting with house republicans this morning. two of the ceos in this room like jamie dimon and citibank and others including tim cook of apple were expected to be here it was likely to be a pro-business message. donald trump got to deliver that in person unlike joe biden who's at the g7 in italy so his chief of staff had to plead the embedment to case earlier. donald trump is been talk about a pro-business, lower texas kind of effort he would like to see done if he wins another term in the oval office. a number of lawmakers in the house i spoke with coming out of their meeting with trump outlined id
we will bring in annmarie hordern in italy and kailey leinz in d.c. we know the roundtable had begun and we have a lot of folks, high-level executives sitting in on that roundtable. what is the message from former president trump to them? kailey: the roundtable has ended and donald trump motorcade has left in washington, d.c. and moved on to the senate building in which he will be meeting with senate leaders and other republican members of the senate after meeting with house republicans this...
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Jun 13, 2024
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annmarie, great work as always.ok from the council of foreign relations. good to see you. let's talk about the difference between what voters are talking about and leaders are talking about at the g7. how big of a gap is that? seems to be very -- stephen: seems to be very big. americans seem to be concerned about the southern border but once again the jeep -- g7 is proposing to shovel a lot of money to the ukraine. this is a case to be made for, especially since these are russian assets, but that is not how it has translated amongst the american people. the president and the people in congress need to make this case and they don't seem to be making it. lisa: what's the consequence of these greatly weakened leaders? is there a historical analog you can draw back on for guidance on how this is going to transpire in shape policy? stephen: weakness of the g7 and the west in general has encouraged people like vladimir putin and iran to press their advantage in different parts of the world. when the united states demonstr
annmarie, great work as always.ok from the council of foreign relations. good to see you. let's talk about the difference between what voters are talking about and leaders are talking about at the g7. how big of a gap is that? seems to be very -- stephen: seems to be very big. americans seem to be concerned about the southern border but once again the jeep -- g7 is proposing to shovel a lot of money to the ukraine. this is a case to be made for, especially since these are russian assets, but...
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Jun 14, 2024
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joining us is annmarie. annmarie: good morning.we saw yesterday was a boost from private investment from larry frank about tasha blackrock and what these private investment funds are trying to do is to boost money going to the global south. middle income countries. part of this is made possible by programs at the world bank and i am pleased to be joined by my guest. john was talking about an emphasis on africa to try to counter china from the u.s. point of view that you -- but european leaders are trying to stem the flow of migration. our you seeing that play out? >> the real site -- situation in africa is a billion and a half people and how can you not put that into future economic growth. and so what i am trying to talk about is what creates jobs for the young people that has a demographic dividend coming through it but if you do not get health care, and education and their growing up with no jobs you will have a difficult product from -- problem. these are all the ways to get private sector money as well to cover that scale to c
joining us is annmarie. annmarie: good morning.we saw yesterday was a boost from private investment from larry frank about tasha blackrock and what these private investment funds are trying to do is to boost money going to the global south. middle income countries. part of this is made possible by programs at the world bank and i am pleased to be joined by my guest. john was talking about an emphasis on africa to try to counter china from the u.s. point of view that you -- but european leaders...
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Jun 12, 2024
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annmarie hordern is in italy and joins us now.your vacation so tell us what we can focus on in the next couple of days. annmarie: this is going to be the main potential deliverable the biden administration wants to get over the finish line. when it comes to the immobilized frozen assets, it's about $300 billion. there's been discussions for about a year on how they can use the funds from these assets to help ukraine with ukraine restructuring. the issue at the moment is that they are still at the negotiating table. we seen a draft but what's missing is the plan for how they will use this money. with the u.s. would like to do is have this liquidity. what do these profits mean now to the future of the interests? can they give $50 billion worth to ukraine? even if the political will is there, and admiral kirby saying they will get there, even if the political will is there, the details are complicated. what happens in six months time when the eu 27 nations have to renew those sanctions to make sure the assets are frozen and some of t
annmarie hordern is in italy and joins us now.your vacation so tell us what we can focus on in the next couple of days. annmarie: this is going to be the main potential deliverable the biden administration wants to get over the finish line. when it comes to the immobilized frozen assets, it's about $300 billion. there's been discussions for about a year on how they can use the funds from these assets to help ukraine with ukraine restructuring. the issue at the moment is that they are still at...
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Jun 14, 2024
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annmarie hordern joins us from italy. pope francis becomes the first to address the g7.n you tell us about what he warned? reporter: a lot of fanfare around the pope given he is the first pontiff to ever address the g7 here in italy and this is on the heels of the pope calling for a treaty to regulate ai. he has been a victim of ai generated images. this is what he had to say to leaders. "ai is fascinating and terrible." he talked about that it is an instrument but the benefits and negative consequences will depend on how it is used and deployed. he wanted to make the case to g7 world leaders. given what we know from the draft communiquÉ, the leaders will release it later this evening is this, they will say they recognize the impact of ai in the military domain and the need for framework for responsible development and use. he encouraged more states to do so. the only real deliverable we are getting, even though there is talk of ai at the second day of the g7, is that they will coordinate more together. this steps up more work and the pope has called for a global treaty.
annmarie hordern joins us from italy. pope francis becomes the first to address the g7.n you tell us about what he warned? reporter: a lot of fanfare around the pope given he is the first pontiff to ever address the g7 here in italy and this is on the heels of the pope calling for a treaty to regulate ai. he has been a victim of ai generated images. this is what he had to say to leaders. "ai is fascinating and terrible." he talked about that it is an instrument but the benefits and...
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Jun 7, 2024
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charlie annmarie: thank you --charlie: thank you. looking at the dow jones. the doubt moving lower, down 16 points. -- sorry, higher by 82. s&p 500 index of 16. nasdaq up 48, i gain of .3%.
charlie annmarie: thank you --charlie: thank you. looking at the dow jones. the doubt moving lower, down 16 points. -- sorry, higher by 82. s&p 500 index of 16. nasdaq up 48, i gain of .3%.
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Jun 6, 2024
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annmarie: what gives you -- jonathan: what gives you confidence we stabilize?d of the day. we will hear from the ecb and the fed later. they are talking about confidence. that is what they want to do. there is no confidence. we are getting into a very dangerous area, and inflection point, where we could see more slowdown in the labor market. increase in unemployment. we are below 5% on the opening rate, the vacancy rate. the jolts data we received earlier tells us it is getting to a very dangerous point at which we may see a little bit of a worsening in the labor market, not just rebalancing. lisa: let's quantify the tipping point you identify in some of your research as being right now if you start to see a tick up not from the expected 3.9% of unemployment but 4.1% for this month and next month. you could see a shift in terms of your view of the economy. could you tease that out more? yelena: we are expecting 3.9% in the jobs report. if it goes up more rapidly like 4.1% in may and june, that could trigger -- we know that is not a good thing. it is all about t
annmarie: what gives you -- jonathan: what gives you confidence we stabilize?d of the day. we will hear from the ecb and the fed later. they are talking about confidence. that is what they want to do. there is no confidence. we are getting into a very dangerous area, and inflection point, where we could see more slowdown in the labor market. increase in unemployment. we are below 5% on the opening rate, the vacancy rate. the jolts data we received earlier tells us it is getting to a very...
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Jun 3, 2024
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annmarie: european trade -- lisa: european trade, the u.s. in particular, i wonder about the divergence, not just fx, as you see decreasing prospects for the region and on equity values as well. martin: you know what, the challenge for the rest of the world is that nvidia is not on their exchanges. those are powerful companies. europe itself is a bit more value oriented and it keeps us shy from that. credit becomes interesting in europe. you can see it there from here. the companies are generally well-capitalized. so, i look at europe as reviving opportunities on a not necessarily just the end of the world. lisa: given that, how important is the guidance going to be from the ecb. not just from a foreign-exchange standpoint, but an aggressive investment thesis. martin: for sure. the view that all of these central banks are going to be locked and loaded and going in succession is something that will be tested. it's not just the ecb. i personally think a lot of the central banks want to avoid a doj kind of environment where they get too far ahea
annmarie: european trade -- lisa: european trade, the u.s. in particular, i wonder about the divergence, not just fx, as you see decreasing prospects for the region and on equity values as well. martin: you know what, the challenge for the rest of the world is that nvidia is not on their exchanges. those are powerful companies. europe itself is a bit more value oriented and it keeps us shy from that. credit becomes interesting in europe. you can see it there from here. the companies are...
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Jun 11, 2024
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annmarie: you probably have -- lisa: you probably have an you don't know it. word that i thought was interesting and very apple, delightful. they are looking for people to play on their phones and use them as a tool that is addictive and that kind of delightful way beyond just sort of a personal assistant. they had that personal assistant aspect where things talk to each other to fill in your sentences, but features like being able to exchange money in a cool way where it zips up and it looks like an old fax machine going from your phone to their phone. some of the pictures. i can see a certain cohort who would find that very exciting and a social setting and it's a kind of pure pressure like why can't i get that. jonathan: but you said it earlier, its packaging. we already have that. lisa: 100%, but is that what they do best? even the packages of the iphone are kind of cool. they are brilliant at packaging. can it get them over the hump? van nuys think so. jonathan: seems like you do, too. annmarie: i know that it's -- lisa: i know that it's bad to be skeptic
annmarie: you probably have -- lisa: you probably have an you don't know it. word that i thought was interesting and very apple, delightful. they are looking for people to play on their phones and use them as a tool that is addictive and that kind of delightful way beyond just sort of a personal assistant. they had that personal assistant aspect where things talk to each other to fill in your sentences, but features like being able to exchange money in a cool way where it zips up and it looks...
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Jun 4, 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, good morning. this is "bloomberg surveillance." your equity market on the s&p 500 negative .6%. kicking up june with the day of gains but only just. we need to talk about the calendar again following the weaker than expected manufacturing ism in yesterday's session. we begin tuesday looking for this. the services ism taking on so much more importance. we have been whipsawed by economic data. but lisa: the disappointments have been coming in consistently. it gives rise to people who believe this economy is decelerating at a faster clip. you get enough of these prints, especially the services ism, and suddenly you have a trend. jonathan: a phrase you will hear a lot is bad news, bad news. we need to define what bad news is before we talk about whether bad news is bad news. payrolls a little bit lower to about 185. bank of america below 125. bad news could become bad news. stuart kaiser says headline payrolls below 150,000 would be worrisom
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: live from new york city this morning, good morning. this is "bloomberg surveillance." your equity market on the s&p 500 negative .6%. kicking up june with the day of gains but only just. we need to talk about the calendar again following the weaker than expected manufacturing ism in yesterday's session. we begin tuesday looking for this. the services ism...
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Jun 5, 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, good morning, good morning for our audience worldwide, bloomberg surveillance begins right now. equity futures on the s&p 500 are posited by 0.2% and monday looked a lot like tuesday squeezing out slight gains on the bond market is pretty consistent, four consecutive days of yields dropping down about 20 basis points on the front end. we are to for two this week. ism manufacturing weaker than expected, job openings lower than expected. a lot of weight being put on the ism and later on this morning, that's the one to watch. lisa: his bad economic news going to be bad for equities but we don't know. one thing deutsche bank pointed out is that even though you have some of these wobbles, since we got back to trading after memorial day, the stocks only went up a couple of percent so it hasn't been a massive draw down. jonathan: you can feel the tension and the tug-of-war. a great example of that as job openings yesterday. the ratio of opening
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: live from new york city this morning, good morning, good morning for our audience worldwide, bloomberg surveillance begins right now. equity futures on the s&p 500 are posited by 0.2% and monday looked a lot like tuesday squeezing out slight gains on the bond market is pretty consistent, four consecutive days of yields dropping down about 20 basis points on the front end. we are to...
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Jun 25, 2024
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i am looking forward to gary gensler, the chairman of the sec with annmarie hordern. we know that presidential debate is days away and hearing about what a change in administration could mean if there is a change for the policies that he has set forward today. of course, a lot of people intact and general markets looking for the potential for an a theory am etf. there is potential for news later this afternoon. ed: an incredible lineup. stay tuned. the summit is taking place all of today and tomorrow in new york city. do not forget to tune in and check it out. we will be right back. this is bloomberg technology. ♪ so this is pickleball? it's basically tennis for babies, but for adults. it should be called wiffle tennis. pickle! yeah, aw! whoo! ♪♪ these guys are intense. we got nothing to worry about. with e*trade from morgan stanley, we're ready for whatever gets served up. dude, you gotta work on your trash talk. i'd rather work on saving for retirement. or college, since you like to get schooled. that's a pretty good burn, right? got him. good game. thanks for comin
i am looking forward to gary gensler, the chairman of the sec with annmarie hordern. we know that presidential debate is days away and hearing about what a change in administration could mean if there is a change for the policies that he has set forward today. of course, a lot of people intact and general markets looking for the potential for an a theory am etf. there is potential for news later this afternoon. ed: an incredible lineup. stay tuned. the summit is taking place all of today and...
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Jun 10, 2024
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. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: let's get the week started. good morning, good morning. bloomberg surveillance starts right now. your equity market negative .2%. it is super bowl week on wall street. it is all about wednesday's doubleheader. cpi in the morning, 8:30 eastern. later in the afternoon the fed decides. in a news conference with chairman powell at 2:30 after we spent the weekend waving goodbye to july. angela hollen horst going from july to september -- andrew hollenhorst going from july -- lisa: at a time it seems like the labor market will not give the open door to the federal reserve. where they put the balance of risks. do they upgrade their expectation of inflation the same way the ecb did? basically decreasing chances that one rate cut will be the beginning of a massive series. jonathan: what are they really think about the jobs report on the fomc? what we got from citigroup is surprisingly strong job growth. let sit on that for a while. how many articles did you read over whether the jobs
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: let's get the week started. good morning, good morning. bloomberg surveillance starts right now. your equity market negative .2%. it is super bowl week on wall street. it is all about wednesday's doubleheader. cpi in the morning, 8:30 eastern. later in the afternoon the fed decides. in a news conference with chairman powell at 2:30 after we spent the weekend waving goodbye...
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Jun 7, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, annmarie hordern.et's get straight to the numbers and straight to the big estimate. our survey says 180. that is the median estimate and our survey. the last month, 175. the unemployment rate looking for that to stick at 3.9%. it is a two-part story going into the federal reserve next wednesday. payrolls this morning cpi next week. lisa: we saw last month the weakest pace of job creation in six months albeit coming off of a pretty high level. can we start to see some trend? that's a reason many say this is a pivot point. take away what is bullish or bearish, it seems like we are reaching an inflection point to understand whether the weakening has become a trend and then we can debate whether trajectory is. jonathan: is it rebalancing or something worse? chairman powell has a big job in the news conference to do. we will be joined later with chairman palette for sizing patients in this news conference. looking for powell to put july firmly on the table in the news conference next week. those are two ver
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, annmarie hordern.et's get straight to the numbers and straight to the big estimate. our survey says 180. that is the median estimate and our survey. the last month, 175. the unemployment rate looking for that to stick at 3.9%. it is a two-part story going into the federal reserve next wednesday. payrolls this morning cpi next week. lisa: we saw last month the weakest pace of job creation in six months albeit coming...