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Jan 3, 2024
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i'm jonathan ferro. s&p pulling back again. last year's big winners some of yesterday's big losers turning 20 upside down to start the new year. >> we are nowhere near supported right now. i noticed there's a fair amount of hysterics out there. a biblical proportions. when you look at any chart. spx upward. we are nowhere near the tendency support. >> headline this morning. hsbc with this one. cut stocks, cut credit, go to cash. >> who has been talking about goldilocks heavily into risk all of last year even though people were bearish. is it because he actually sees earnings going down or they're not beating this inflationary trend. he said sentiment and position. that seems to be the anti-goldilocks. >> he is using the word giddy. it's the same idea. there is an effervescence. >> this line jumped off the page to me. we continue to believe from a multi-asset perspective the biggest risk is not from a sudden deterioration but another pricing in rates. tom: the repricing is there. antoine telling it on the analysis of private equ
i'm jonathan ferro. s&p pulling back again. last year's big winners some of yesterday's big losers turning 20 upside down to start the new year. >> we are nowhere near supported right now. i noticed there's a fair amount of hysterics out there. a biblical proportions. when you look at any chart. spx upward. we are nowhere near the tendency support. >> headline this morning. hsbc with this one. cut stocks, cut credit, go to cash. >> who has been talking about goldilocks...
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Jan 10, 2024
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this is "bloomberg: the open" with jonathan ferro.
this is "bloomberg: the open" with jonathan ferro.
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Jan 24, 2024
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jonathan: good morning, with lisa abramowicz and annmarie hordern, i'm jonathan ferro. three consecutive all-time highs on this and be. trump on the cusp of clinching the gop denomination -- gop nomination. for nikki haley, 43.2. for trump, 54.5. lisa: this is completely expected. everyone expected trump to probably win. the question now is does nikki haley dropouts given she had a pretty victorious losing speech well rehearsed trump's angry winning speech. what is next if she has no path to be the nominee? annmarie: she said new hampshire is the first in the nation, not the last. she has some money. if you look at the south: a polls -- south carolina polls, it looks like she might be immersed in her home state. but she might want to hang around if for some reason trump cannot run in november. lisa: this is one of the most interesting aspects, hope and dream is something other than an matchup between trump and biden. with more than three quarters of the vote in, more than two in five voters voted for somebody besides biden and trump. annmarie: they don't want that match
jonathan: good morning, with lisa abramowicz and annmarie hordern, i'm jonathan ferro. three consecutive all-time highs on this and be. trump on the cusp of clinching the gop denomination -- gop nomination. for nikki haley, 43.2. for trump, 54.5. lisa: this is completely expected. everyone expected trump to probably win. the question now is does nikki haley dropouts given she had a pretty victorious losing speech well rehearsed trump's angry winning speech. what is next if she has no path to be...
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Jan 4, 2024
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jonathan ferro mentions the idea of the ford wars.s there a foreign policy stance among democrats and republicans on capitol hill? ed: they are trying to find that and they wrap from a domestic agenda. what we are looking at is not just funding the united states government, but the national security issues. you have the supplemental looming in the background for israel, ukraine, and taiwan but republicans are saying if we are talking about national security we also have to talk about the border. that is what -- why republicans were at the southern border pushing for border protections. the problem for them as they continue to lose members and they are down to 219. usually you need to 18 to get it through the house. they have really strong border policies but they do not have the votes. tom: what does the democratic party view a national security issue at the border. is it new ounce or do they flat out disagree? ed: i think it is a little bit nuanced. in the bill that failed in the senate in december there were some border funding prov
jonathan ferro mentions the idea of the ford wars.s there a foreign policy stance among democrats and republicans on capitol hill? ed: they are trying to find that and they wrap from a domestic agenda. what we are looking at is not just funding the united states government, but the national security issues. you have the supplemental looming in the background for israel, ukraine, and taiwan but republicans are saying if we are talking about national security we also have to talk about the...
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Jan 12, 2024
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jonathan: good morning, i'm jonathan ferro lowell seida tom keene. u.s. -- tom: it was interesting to see this story in bloomberg and also in london under the telegraph. it was the shock of an outlet effort. -- in allied effort. jonathan: the u.s. and -- are now did in the targets. we were to dissent a clear message that the united states and our allies will not tolerate targets on our personnel. you wonder if this is a one-off or if there is more to come. tom: i hear more to come. we will have norman roule with us in a moment. to have him with us with the cia experience, i think the brief will be timely about it. jonathan: let's go to the price action and look at the scores. in the equity market on the s&p, you would not have a clue anything is happening. we are down 1%. yields are going nowhere. crude is going somewhere. almost 75 on wti come up by 4%. brent crude, back into the 80's. tom: it is a jump here. on the terminal, look at the standard deviation distribution. you are getting there, i will say two or 83 on brent is much more of a strain to
jonathan: good morning, i'm jonathan ferro lowell seida tom keene. u.s. -- tom: it was interesting to see this story in bloomberg and also in london under the telegraph. it was the shock of an outlet effort. -- in allied effort. jonathan: the u.s. and -- are now did in the targets. we were to dissent a clear message that the united states and our allies will not tolerate targets on our personnel. you wonder if this is a one-off or if there is more to come. tom: i hear more to come. we will have...
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Jan 16, 2024
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ferro -- i am manus cranny info jonathan ferro.erything you need to get set for the start of u.s. trading. this is "bloomberg's the
ferro -- i am manus cranny info jonathan ferro.erything you need to get set for the start of u.s. trading. this is "bloomberg's the
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Jan 8, 2024
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jonathan ferro, lisa abramowicz, and tom keene. on to inflation.s bianco will join us. a fleet -- if we get a bianco market -- yield will go higher. jonathan: let's start this morning with a question from mike wilson of morgan stanley -- whether this rally was a year and short squeeze or a sign that the macro fundamentals will finally improve in a sustainable manner. the data friday did not speak to that re-acceleration. tom: i thought the mike wilson note was exceptionally cute. he lays out three's different scenarios out there. there was huge uncertainty within the wilson note, so i have to go back to earnings, and that goes back to j.p. morgan friday. jonathan: and bank of america. trying to get a forward look from the recent data. payrolls get all of the headlines. the services sim that came out 19 minutes later really whips up this market. if you look under the surface, the biggest contraction since 2020. payrolls look right at the surface. beneath the surface, some cracks. you go into the ism, and certain aspect look -- tom: we are talking fa
jonathan ferro, lisa abramowicz, and tom keene. on to inflation.s bianco will join us. a fleet -- if we get a bianco market -- yield will go higher. jonathan: let's start this morning with a question from mike wilson of morgan stanley -- whether this rally was a year and short squeeze or a sign that the macro fundamentals will finally improve in a sustainable manner. the data friday did not speak to that re-acceleration. tom: i thought the mike wilson note was exceptionally cute. he lays out...
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Jan 2, 2024
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jonathan ferro. by point 6% on the s&p 500. before we start talking about 2024, let's talk about 20 23. the average forecast, four thousand points on the s&p 500 closing almost 20% higher. let's talk about 2024. the moves for the year ahead. the friction on wall street. the high 5200, the low 4200. a 1000-point spread between oppenheimer at the high end and jp morgan at the low end. tom: a really interesting and wonderful 2023 of optimism. how did this happen? the solution is a thing called valuation expansion. stuart kaiser of citigroup did great research that year on the valuation expansion. the pe multiple expansion that we witnessed. 12 months ago, that wasn't predicted. there it is, apple with 31 pe. jonathan: the early call to start a brand-new year coming from the team at barclays, lowering our rating from equal weight to underweight. the 15 has been lackluster. we believe the 16 should be the same we believe the continued week results coupled with multiple expansion is not sustainable. lisa:
jonathan ferro. by point 6% on the s&p 500. before we start talking about 2024, let's talk about 20 23. the average forecast, four thousand points on the s&p 500 closing almost 20% higher. let's talk about 2024. the moves for the year ahead. the friction on wall street. the high 5200, the low 4200. a 1000-point spread between oppenheimer at the high end and jp morgan at the low end. tom: a really interesting and wonderful 2023 of optimism. how did this happen? the solution is a thing...
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Jan 17, 2024
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the qualcomm ceo spoke with jonathan darrow about -- jonathan ferro in another key market, china. >>iness equity with china actually increased as we diversified. our company not only entered phones but pcs and cars. we expanded our relationships with china. here's my simple answer to the question -- any company that has a leading technology product and is a product that becomes very important for the digital transformation of many industries like automotive and others, you will have a function of gdp. i think we have been so for in a stable place. we have to monitor the situation like every other company. i will continue to believe that strong commercial relationships between american enterprises in our chinese cancer -- counterparts will be a thing that could bring stability to the relationship. annmarie: does the monitoring get more challenging if president wins back the white house year? >> we are just focused on our technology and we want markets where we can seller technology. at the end of the day, one important thing to understand is certain technologies are globally interconn
the qualcomm ceo spoke with jonathan darrow about -- jonathan ferro in another key market, china. >>iness equity with china actually increased as we diversified. our company not only entered phones but pcs and cars. we expanded our relationships with china. here's my simple answer to the question -- any company that has a leading technology product and is a product that becomes very important for the digital transformation of many industries like automotive and others, you will have a...
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Jan 5, 2024
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good morning. ♪ manus: i am manus cranny, in for jonathan ferro.ntdown to the open starts now. >> everything you need to get started for u.s. trading, this is bloomberg "the open" with jonathan ferro. manus: coming, u.s. pals
good morning. ♪ manus: i am manus cranny, in for jonathan ferro.ntdown to the open starts now. >> everything you need to get started for u.s. trading, this is bloomberg "the open" with jonathan ferro. manus: coming, u.s. pals
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Jan 31, 2024
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jonathan: i am jonathan ferro. the s&p 500 negative by 0.5%. this is fed decision day. remember the middle of december when the chairman study were talking about rate cut. which one is it today? lisa: everyone has gotten carried away with rate cut's and probably just press conference will remove the bias. we will be parsing through the irregularities this and at the press conference. unlikely that they will make a move but they will probably lay the groundwork to make that move may be march, maybe in may and maybe after that. jonathan: when did talk about tech earnings. high expectations. before we start talking about disappointment, let's talk about the last 12 months. alphabet was up 60%. microsoft was up 65%. you have to bear that in mind before you look at the premarket price action and consider the numbers of yesterday. annmarie: i cannot agree more. the bar was incredibly high. we were asking yesterday is the bar high. the answer is absolutely. people want more. these earnings were not bad. microsoft's net income rose to the strongest quarterly expansion going bac
jonathan: i am jonathan ferro. the s&p 500 negative by 0.5%. this is fed decision day. remember the middle of december when the chairman study were talking about rate cut. which one is it today? lisa: everyone has gotten carried away with rate cut's and probably just press conference will remove the bias. we will be parsing through the irregularities this and at the press conference. unlikely that they will make a move but they will probably lay the groundwork to make that move may be...
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Jan 18, 2024
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alongside lisa abramowicz and annmarie hordern, i'm jonathan ferro.t risk of people, there is a difference between the thinkers and doers in davos. lisa: it seems like the thinkers are gloomy and the doers are optimistic. two people that run businesses have optimism and the people who think about what could go wrong or depressed. jonathan: at risk of offending people, i am sure we did. is that because they have a story to sell, a good or a product or service? to sell? for do see reason on the ground? annmarie: i believe them. it has been consistent and with specific examples. we are seeing that in consumer spending, even in beige book showed an increase in appetite of consumer spending. jonathan: is anybody reading the beige book? lisa: i read parts of it. jonathan: equities look like this, two days of losses can't replace with a day of gains. down by something like one percentage point. we bounced back by .25 percent and euros come back in by a few basis points. when you put together the comments by governor walz and be strong retail sale story we sa
alongside lisa abramowicz and annmarie hordern, i'm jonathan ferro.t risk of people, there is a difference between the thinkers and doers in davos. lisa: it seems like the thinkers are gloomy and the doers are optimistic. two people that run businesses have optimism and the people who think about what could go wrong or depressed. jonathan: at risk of offending people, i am sure we did. is that because they have a story to sell, a good or a product or service? to sell? for do see reason on the...
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Jan 22, 2024
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trading, this is bloomberg: the open with jonathan ferro.ay, futures point to more record highs on the street.
trading, this is bloomberg: the open with jonathan ferro.ay, futures point to more record highs on the street.
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Jan 11, 2024
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alongside tom keene, i am jonathan ferro.er back to all-time highs that we last hit in early january 2022. t.k., cpi is the next stop about an hour and 30 minutes away. tom: disinflation tendency, julia coronado framing out three month annualized, six-month annualized, 12-month annualized. my guess is that it's not europe-like, but there is a tendency to the shock of what we saw in europe. jonathan: for two years, this has been the northstar for this market, for financial markets, for the federal reserve and policymakers not only in the u.s. but arguably worldwide. inflation. inflation. is that beginning to shift? are we getting closer to some inflection point? shifting from inflation to tackling employment. policy actions will continue to depend to some point on this inflation data. tom: the basic idea is used cars. other things, groceries, food, the twelve-month look back looks pretty constructive, but the animal in the room is housing, rent, mortgages, yields. rent is the dominant statistic for me today. jonathan: we will
alongside tom keene, i am jonathan ferro.er back to all-time highs that we last hit in early january 2022. t.k., cpi is the next stop about an hour and 30 minutes away. tom: disinflation tendency, julia coronado framing out three month annualized, six-month annualized, 12-month annualized. my guess is that it's not europe-like, but there is a tendency to the shock of what we saw in europe. jonathan: for two years, this has been the northstar for this market, for financial markets, for the...
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Jan 23, 2024
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i am jonathan ferro. the equity market on the s&p 500 totally change. it is the race for the white house and the republican battle new hampshire is down to two. it is donald trump versus nikki haley. lisa: markets are saying we will not care until october and they are trying to understand what the ramifications are. that is why people are increasingly focused on what this means for taxes and spending. whoever wins it does not matter, no government official want the government economy -- will what the economy to go down. jonathan: if trump wins new hampshire he could become a virtual lark and this thing might be done. annmarie: pretty much invincible because it will be hard for nikki haley to make up that ground. she spent a lot of time in capital. for her this is make or break. lisa: it has never happened before that a candidate has lost iowa and new hampshire and gone on to become the candidate. that is a history. jonathan: let us get to price action. equity features totally unchanged and the bond market yields are shaping up, the tenured up just by a
i am jonathan ferro. the equity market on the s&p 500 totally change. it is the race for the white house and the republican battle new hampshire is down to two. it is donald trump versus nikki haley. lisa: markets are saying we will not care until october and they are trying to understand what the ramifications are. that is why people are increasingly focused on what this means for taxes and spending. whoever wins it does not matter, no government official want the government economy --...
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Jan 9, 2024
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jonathan: good morning to our audience worldwide. alongside tom keene, i am jonathan ferro.ay as gains. tom: a lot of distractions. absolutely outstanding with it. we underplayed it in the last hour. the market is one word, extraordinary. it was a true surge, refuting a lot of the negativity. jonathan: on the discretionary side of things, lululemon saying things were better in the fourth quarter. nvidia has to come out and say new products, and then we get a big rally. lisa: it's east of the fact that everyone is looking to buy. everyone is saying it will be turbulent and it will o'malley hired into the rest of the year. basically upgrading the outlook for the whole year. even if there is going to be a selloff, all of the upgrades are coming out. [laughter] jonathan: about that forecast for next year, legal pump that up again. tom: it is not just one or two opinions. i'm going to say that the consensus is wrong. single-digit. middle single-digit. lisa: when you take a step back, people do not see a reason to stop. if the fed is going to be cutting rates, isn't it time to par
jonathan: good morning to our audience worldwide. alongside tom keene, i am jonathan ferro.ay as gains. tom: a lot of distractions. absolutely outstanding with it. we underplayed it in the last hour. the market is one word, extraordinary. it was a true surge, refuting a lot of the negativity. jonathan: on the discretionary side of things, lululemon saying things were better in the fourth quarter. nvidia has to come out and say new products, and then we get a big rally. lisa: it's east of the...
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Jan 26, 2024
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i am jonathan ferro in your equity markets unchanged on the s&p 500.e a few months make on the equity market. an all-time high every single day in the bond market, yields were up 5%. the sentiment shift, amazing. bob michele, j.p. morgan asset management. not enough bonds. lisa: this is when we were expecting recession and now we are in this goldilocks moment. a year ago people were talking about the impossibility of a soft landing and now people are saying not only is it a soft landing this is a note landing with disinflation. at a certain point how much more optimistic can people get? jonathan: in about 28 minutes another read on u.s. inflation. this one to watch going into the fed next week. annmarie: especially when the polls show that data is not hitting how people feel about their pricing power. one thing helping the administration and alex hochstein was proud of this is gasoline prices coming down but will this change the perception of voters? lisa: core pce, what do they need for an all clear? how did they know we will not get a 1968 type of ap
i am jonathan ferro in your equity markets unchanged on the s&p 500.e a few months make on the equity market. an all-time high every single day in the bond market, yields were up 5%. the sentiment shift, amazing. bob michele, j.p. morgan asset management. not enough bonds. lisa: this is when we were expecting recession and now we are in this goldilocks moment. a year ago people were talking about the impossibility of a soft landing and now people are saying not only is it a soft landing...
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Jan 30, 2024
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department of defense press secretary speaking with bloomberg's jonathan ferro.kets today, when it comes to oil, we are still seeing that geopolitical risk premium being placed on crude this morning. brent is getting closer to 83 boats. wti around 77 right now. we are seeing, when it comes to energy related stocks, that has come back down after the surge that we saw stocks yesterday. topics oil indexes down some 1%. we are watching some of these carmakers, the byd earnings are disappointing. toyota coming out with their global 2023 sales. still remaining the number one carmaker for a fourth year. that's not really doing too much when it comes to stock. david: speaking of earnings guidance. one company in hong kong is coming up with theirs, which doesn't seem as bad as is predestined. nine dragons is getting an upgrade from citi saying the current valuation of the stock is largely -- has largely discounted the current macro. that's there for now. coming up, we will talk with charles chang about global s&p ratings on all thing evergrande. this is bloomberg. ♪ hi, i
department of defense press secretary speaking with bloomberg's jonathan ferro.kets today, when it comes to oil, we are still seeing that geopolitical risk premium being placed on crude this morning. brent is getting closer to 83 boats. wti around 77 right now. we are seeing, when it comes to energy related stocks, that has come back down after the surge that we saw stocks yesterday. topics oil indexes down some 1%. we are watching some of these carmakers, the byd earnings are disappointing....
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Jan 29, 2024
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announcer: this is jonathan ferro, lisa abramowicz and annmarie hordern.ing, good morning. this is surveillance alongside lisa abramowicz, together with annmarie hordern. your equity market on the s&p 500, just about positive by 0.1%. a massive week ahead with tech earnings tomorrow and thursday. the fed on wednesday. payroll on friday. lisa: there is this quote from a guy, are you kidding me with this week's event risk? and seems to be the feeling at a time when you get all three cylinders, the economy, fed policy and earnings. earnings front and center for me because to me that could be the change the whole narrative with tech continuing to be the bright spot in pumping out cash. jonathan: waiting for the chiefs game to finish, so he sent it out. i did text and. i wanted to know. he talked about the earnings, the data, and the federal reserve. he said the most important thing for him with payables on friday. for him, good news is good news and he wants to see if the economic data on friday is indeed news. lisa: especially because referred from a couple p
announcer: this is jonathan ferro, lisa abramowicz and annmarie hordern.ing, good morning. this is surveillance alongside lisa abramowicz, together with annmarie hordern. your equity market on the s&p 500, just about positive by 0.1%. a massive week ahead with tech earnings tomorrow and thursday. the fed on wednesday. payroll on friday. lisa: there is this quote from a guy, are you kidding me with this week's event risk? and seems to be the feeling at a time when you get all three...
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Jan 30, 2024
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staying with ev's, mary barra spoke with jonathan ferro moments ago to discuss the plans to sell 250housand electric vehicles and we introduce hybrids to gm's line-up. >> we are going to be building more ev's. we had a can trade with modules, we had to address that. we are on track for the first month and by the middle of the year, that should be behind us. that is going to allow us to build many more of the existing vehicles, like the catlike lyric and the gmc hummer ev, the silverado ev work truck, etc.. ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. caroline: volkswagen and vw feeling the slowing of the market and the dim landscape continues into 2024. they could to hold off on plans to seek outside investors for the better unit. the carmaker worries it want be able to make it on batteries at scale and is no longer privatizing -- this is fresh off of a decision to ice its evr listing amid market file list
staying with ev's, mary barra spoke with jonathan ferro moments ago to discuss the plans to sell 250housand electric vehicles and we introduce hybrids to gm's line-up. >> we are going to be building more ev's. we had a can trade with modules, we had to address that. we are on track for the first month and by the middle of the year, that should be behind us. that is going to allow us to build many more of the existing vehicles, like the catlike lyric and the gmc hummer ev, the silverado ev...
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Jan 29, 2024
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department of defense secretary, patrick ryder, speaking with jonathan ferro.ude price, $76.95, giving some of the ground we saw yesterday. daniel, we are awaiting a response aruond this time -- around this time. what are you anticipating? in terms of where the oil price goes from here. >> i get a sense of the geopolitical risk premiumwe've seen in oil markets does seem to be abating a bit over the years. the reaction to these types of events are becoming less pronounced on oil prices. the market's certainly in this period is taking a bit more of a cautious view around the risks around supply. those risks have risen sharply. the escalation of the conflict and potentially iran and the u.s. becoming involved more directly does what the market is more concerned about. i do feel that they don't want this to end at this point. but it does feel like it is a slippery slope. we are being dragged into it. the fact that we saw an oil tanker hit last week brings to home the real risks, if this does become an uncontrollable escalation and implications are quite significant
department of defense secretary, patrick ryder, speaking with jonathan ferro.ude price, $76.95, giving some of the ground we saw yesterday. daniel, we are awaiting a response aruond this time -- around this time. what are you anticipating? in terms of where the oil price goes from here. >> i get a sense of the geopolitical risk premiumwe've seen in oil markets does seem to be abating a bit over the years. the reaction to these types of events are becoming less pronounced on oil prices....
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Jan 30, 2024
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announcer: this is "bloomberg serveillance: early edition" with jonathan ferro, lisa abramowicz and annmarieordern. jonathan: in many ways, the week begins right now. good morning, good morning, this is "bloomberg serveillance." equity market pulling back just slightly. later on today, tech reports. microsoft and google after the bell. lisa: this is really the kick off of the real earnings season that account for the vast dirty of the gains that we seen so far this year in market and a lot of people are saying because this market is of disproportionately hinged to seven companies, so too will be performing the earnings of said firms. jonathan: not just on the s&p 500, but on some of these single lanes. microsoft up 57%, google up 58%. just how high the bar later on this afternoon? lisa: some are saying the bar has already been lowered particularly for google and particularly for apple. i think it depends on which company we are talking about. there is nvidia which everyone expects to come out and then some and then blowout the water, and then you have the likes of apple where people are hopi
announcer: this is "bloomberg serveillance: early edition" with jonathan ferro, lisa abramowicz and annmarieordern. jonathan: in many ways, the week begins right now. good morning, good morning, this is "bloomberg serveillance." equity market pulling back just slightly. later on today, tech reports. microsoft and google after the bell. lisa: this is really the kick off of the real earnings season that account for the vast dirty of the gains that we seen so far this year in...
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Jan 29, 2024
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annabelle: that was mohamed el-erian speaking with annabelle her dern and jonathan ferro.ing up, we will have the debt laden property developer china evergrande renewing a risk in court. the hearing kicking off in annabelle: you were watching "bloomberg daybreak: asia." taking you to live pictures in the court of hong kong where evergrande's fate is going to be decided just over an hour's time from now. it will be trying to fend of liquidation. we have seen a decision on liquidation deferred before, but the judge overseeing the case making it clear that the chances for reproof are over, and the decision is due. to focus on never's restructuring plan, the progress it is making with key creditors here. let's get more and bring in our reporter laura chen. so much anticipation around this. what are you expecting to hear later? >> today is the last chance for evergrande to avoid that liquidation. we are expecting evergrande's creditor to layout any sort of progress made in the last month. the last time they had the hearing with the december, and it was a surprise turn of events
annabelle: that was mohamed el-erian speaking with annabelle her dern and jonathan ferro.ing up, we will have the debt laden property developer china evergrande renewing a risk in court. the hearing kicking off in annabelle: you were watching "bloomberg daybreak: asia." taking you to live pictures in the court of hong kong where evergrande's fate is going to be decided just over an hour's time from now. it will be trying to fend of liquidation. we have seen a decision on liquidation...
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Jan 30, 2024
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ferro.seeing u.s. oil futures and higher in asian trading with traders awaiting the biden administration's response to the deadly attack on its troops. fresh news on steady output from opec-plus appears to have put the brakes on last week's rally. bloomberg's su keenan joins us from new york. a lot of questions as to the direction of oil from here. su: the u.s. military will choose its timing on any response. that puts the oil market on edge. traders continue in this waiting game to see how the u.s. moves. white house officials have said the u.s. is seeking a response that is measured. tough enough to deter iran but it has to be not so dramatic that it sparks direct warfare with tehran. markets were poised for correction with the west texas intermediate flashing signs of being over about the last two sessions. but the competing forces, the geopolitical risks versus the supply is what is causing a lot of the volatility here. wti was up 7% this month. it will end the month with a gain. traders
ferro.seeing u.s. oil futures and higher in asian trading with traders awaiting the biden administration's response to the deadly attack on its troops. fresh news on steady output from opec-plus appears to have put the brakes on last week's rally. bloomberg's su keenan joins us from new york. a lot of questions as to the direction of oil from here. su: the u.s. military will choose its timing on any response. that puts the oil market on edge. traders continue in this waiting game to see how the...
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Jan 25, 2024
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this is bloomberg surveillance alongside lisa abramowicz prayed i'm jonathan ferro.t unchanged on the s&p 500. five days of gains on the s&p for long time highs. tesla negative after a dreadful hour. down by 8% or 9%. that's one to watch. the ecb 14 minutes away. lisa: they are going to hold. it isn't necessarily going to be what gets a lot of people's attention. christine lagarde takes the helm and then maybe walking back that the market is expecting pricing at 64% chance of april rate cut. will she talk about trump. >> talking about the magic soft landing. growth is still good. inflation is slowing down. could we say the same thing about europe. the data has been dreadful. >> they are saying look at the data because at this point the central bankers can say what they want but they are kind of caught in what davis was talking about which is essentially leaning into some sort of soft landing. the more the market moves away from them and get further away from the goal. >> the german finance minister said we are tired men. we need a good night sleep and a good cup of c
this is bloomberg surveillance alongside lisa abramowicz prayed i'm jonathan ferro.t unchanged on the s&p 500. five days of gains on the s&p for long time highs. tesla negative after a dreadful hour. down by 8% or 9%. that's one to watch. the ecb 14 minutes away. lisa: they are going to hold. it isn't necessarily going to be what gets a lot of people's attention. christine lagarde takes the helm and then maybe walking back that the market is expecting pricing at 64% chance of april rate...
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Jan 17, 2024
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this is bloomberg surveillance alongside lisa abramowicz i am jonathan ferro with anne-marie. the title of this forum is rebuilding trust. it should be operation pushback from central bankers worldwide. lisa: that seems to be one of the biggest themes, whether it was christine lagarde or dan pinto from jp morgan saying, stop it. we are going to cut rates that much. the tension is either you don't have the soft landing or you have the soft landing and no rate cuts. pick one. jonathan: the last one he for hours has been fascinating. you had madame lagarde pushing back. not on the idea of rate cuts this year, we should say that upfront. this is about the timing and how much they deliver in 2024. lisa: and their commitment to bringing inflation down. chris waller talked about how they won't cut as aggressively in the past because of the instructional inflationary forces. similar commentary from the ecb. what will it take for the market to believe them? where are the rate cuts going to come from? from disinflation or from weakness that we are seeing from places like china? jonathan
this is bloomberg surveillance alongside lisa abramowicz i am jonathan ferro with anne-marie. the title of this forum is rebuilding trust. it should be operation pushback from central bankers worldwide. lisa: that seems to be one of the biggest themes, whether it was christine lagarde or dan pinto from jp morgan saying, stop it. we are going to cut rates that much. the tension is either you don't have the soft landing or you have the soft landing and no rate cuts. pick one. jonathan: the last...
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Jan 31, 2024
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ferro will have full coverage starting at 1:30 p.m. of guess they have lined up. -- of guests they have lined up. a great lineup to break down the fed statement and give you a read of what comes next. sick with us, this is bloomberg. ♪ ♪ ♪ ♪ ♪ ♪ ♪ >> from the world of politics to the world of business, this is balance of powe
ferro will have full coverage starting at 1:30 p.m. of guess they have lined up. -- of guests they have lined up. a great lineup to break down the fed statement and give you a read of what comes next. sick with us, this is bloomberg. ♪ ♪ ♪ ♪ ♪ ♪ ♪ >> from the world of politics to the world of business, this is balance of powe
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Jan 30, 2024
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katie: that is of course jonathan ferro with the gm ceo. for more on gm we are joined by david.ally interesting interview there. a lot of focus on the push into hybrid models reintroducing into the gm lineup. david: i think this pivot has been coming for a few years now. toyota and hyundai and kia have shown the hybrid electric vehicles. consumers worried about charging and they are not quite ready to make the push. telling us consumers are interested in electric vehicles. it hasn't been seen, as long as there isn't they are not willing to go. consumers are happy with the gasoline powered vehicle. all that means is it will be tougher to make that stretch. in order to meet fuel economy regulations and some of the segments these gm competitors are selling in. katie: maybe hybrids here are a bit of a steppingstone, a gateway drug if you want to call it. i heard the comments that push back of the hybrids really driven by regulations, lack of charging. it feels like gm and the traditional legacy automakers that that range anxiety is real among consumers still. david: it is and there
katie: that is of course jonathan ferro with the gm ceo. for more on gm we are joined by david.ally interesting interview there. a lot of focus on the push into hybrid models reintroducing into the gm lineup. david: i think this pivot has been coming for a few years now. toyota and hyundai and kia have shown the hybrid electric vehicles. consumers worried about charging and they are not quite ready to make the push. telling us consumers are interested in electric vehicles. it hasn't been seen,...
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Jan 18, 2024
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lisa abramowicz and jonathan ferro are standing by with brian moynihan. come up here hand ahead about the layers on and then brian moynihan turned up, and i started stripping off just like to cool like brian. brian moynihan alongside us, the chairman and ceo. good to see. let's talk about this economy and consumer. you are the number one small business lender in the country. have a massive retail but is. what are you seeing versus where we were problems ago? brian: we have 66 million consumers and retract every week how they move money in and out of their accounts. over the last 12 months they have gone from a growth rate in the first part of 2023 of 10% down to a year-over-year growth rate of 4.5%, 5%. pretty consistent since the mid summer. the good news is it has slowed down because it is more consistent. was. sort of a low-inflation economy. draghi effect is starting to tame their behavior. the bad news is, as they are slowing down our prediction by our research team is go from almost a 4.5% or whatever it was growth weight -- growth rate, to a soft l
lisa abramowicz and jonathan ferro are standing by with brian moynihan. come up here hand ahead about the layers on and then brian moynihan turned up, and i started stripping off just like to cool like brian. brian moynihan alongside us, the chairman and ceo. good to see. let's talk about this economy and consumer. you are the number one small business lender in the country. have a massive retail but is. what are you seeing versus where we were problems ago? brian: we have 66 million consumers...
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Jan 10, 2024
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haslinda: that was the eurasia group president with our colleague jonathan ferro.ical stories, ukraine, its seven i lies and global south countries -- seven allies and global south countries met for holding peace talks with russia. sources say the meeting was held in saudi arabia and it allowed for frank discussion, but they also say no major progress was made. russia was not invited to the meeting and moscow has called the event of farce. doctors for u.s. defense secretary lloyd austin say he has been treated for complications from prostate cancer surgery. the disease was detected in earthly -- in early december. the white house admits it was not aware of his condition until tuesday. the house armed services committee says it is launching a formal inquiry into austin's failure to disclose his incapacitation. nasa's long-awaited mission to land american astronauts on the moon has been delayed by about a year. the artemis 3 project was originally targeted for late 2025, and has now been pushed to september 2026. nasa says the team is facing technical challenges. the
haslinda: that was the eurasia group president with our colleague jonathan ferro.ical stories, ukraine, its seven i lies and global south countries -- seven allies and global south countries met for holding peace talks with russia. sources say the meeting was held in saudi arabia and it allowed for frank discussion, but they also say no major progress was made. russia was not invited to the meeting and moscow has called the event of farce. doctors for u.s. defense secretary lloyd austin say he...
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Jan 29, 2024
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mohamed el-erian speaking with annmarie hordern and jonathan ferro. get you guys an update with these markets. it is a split between onshore and offshore china yields. 73 above zero on your japanese 10. 20 more -- plenty more ahead. this is bloomberg. ♪ were you worried the wedding would be too much? nahhhh... [inner monologue] another destination wedding? why can't they use my backyard?! with empower, we get all of our financial questions answered. so we don't have to worry. empower what's next. david: a couple of sectors we are tracking, we start things off with the property and the evergrande story, and right before stocks were suspended shares were plummeting off evergrande, and some of these gains getting taken off the table. the big story is evergrande has now been ordered to be wanda. yvonne: there was a bit of that having of gains, but there were support measures lifting some of these developers today. looking up 5%. we are watching the oils boys -- space. some of these shares are following the move we are seeing when it comes to crude. all of
mohamed el-erian speaking with annmarie hordern and jonathan ferro. get you guys an update with these markets. it is a split between onshore and offshore china yields. 73 above zero on your japanese 10. 20 more -- plenty more ahead. this is bloomberg. ♪ were you worried the wedding would be too much? nahhhh... [inner monologue] another destination wedding? why can't they use my backyard?! with empower, we get all of our financial questions answered. so we don't have to worry. empower what's...
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Jan 9, 2024
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haidi: the eurasia group president ian bremmer speaking with our colleague jonathan ferro. u.s.tary of state anthony blinken has his road stop undercutting governance funds settler violence. israel has largely ignored growing calls to scale back the intensity of its campaign in gaza, and is pushing ahead with its plan to target, skip leaders. >> we continue to stand with israel in ensuring that october 7 can never happen again. we believe the submission against israel to the international court of justice distracts the world from all of these important efforts. and moreover, the charge of genocide is meritless. haidi: let's bring in our own david miller senior fellow at the carnegie endowment for international peace. he was previously a state department negotiator on middle east issues. really great to have you with us. how big is the disconnect now between israel and the u.s.? because we see secretary blinken and president biden continuously pressing for israel to fundamentally change in military tactics. on the other hand, we see operations pushing ahead almost as intensive as
haidi: the eurasia group president ian bremmer speaking with our colleague jonathan ferro. u.s.tary of state anthony blinken has his road stop undercutting governance funds settler violence. israel has largely ignored growing calls to scale back the intensity of its campaign in gaza, and is pushing ahead with its plan to target, skip leaders. >> we continue to stand with israel in ensuring that october 7 can never happen again. we believe the submission against israel to the international...
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Jan 14, 2024
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ferro.entral bank we are watching today, people's bank of china. we are acting that one year mls f to be cut. annabelle: may be the said is not likely to reduce in march as we were hearing from mohamed el-erian, but the pboc he could be first. they have a decision you on one-year policy laws. you can see it is it to for -- one-year policy loans. you can see it is at 2.5% right now. we could see 8-10's introduction to 2.4%. there is a lot of pressure when he gets to the economic weakness in china. but also the seasonality factor, perhaps the timing that played into it as well because many people have spoken to are saying that pboc is likely to frontload any sort of reductions, given we are approaching the national people's congress, the annual legislative meeting in march. that is when the growth targets are announced as well. that said, why we are seeing that pboc dating its interest rates lower, but also the academic reason for this to happen. one of the latest things that has played into t
ferro.entral bank we are watching today, people's bank of china. we are acting that one year mls f to be cut. annabelle: may be the said is not likely to reduce in march as we were hearing from mohamed el-erian, but the pboc he could be first. they have a decision you on one-year policy laws. you can see it is it to for -- one-year policy loans. you can see it is at 2.5% right now. we could see 8-10's introduction to 2.4%. there is a lot of pressure when he gets to the economic weakness in...