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Apr 1, 2024
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i am manus cranny in four jonathan ferro. goldman sachs's evaluations are not exceptionally stretched. the countdown to the open kicks off right now. announcer: everything you need to get set for the start of u.s. trading. this is "bloomberg markets: the open" with jonathan ferro. ♪ manus: futures move higher after five consecutive monthly gains. big china data reinforces the economic recovery hopes. gold hits a recorg
i am manus cranny in four jonathan ferro. goldman sachs's evaluations are not exceptionally stretched. the countdown to the open kicks off right now. announcer: everything you need to get set for the start of u.s. trading. this is "bloomberg markets: the open" with jonathan ferro. ♪ manus: futures move higher after five consecutive monthly gains. big china data reinforces the economic recovery hopes. gold hits a recorg
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Apr 18, 2024
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this is bloomberg be open with jonathan ferro. -- the open with jonathan ferro. manus: losing momentum. traders are preparing for another busy day. grappling
this is bloomberg be open with jonathan ferro. -- the open with jonathan ferro. manus: losing momentum. traders are preparing for another busy day. grappling
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Apr 12, 2024
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annmarie hordern, lisa abramowicz, jonathan ferro. jonathan ferro is off. we just got banks earnings. we are good to get into it. i want to set the scene because it has been it to much was weak in terms of section. a selloff and a recalibration that has left more questions than answers. manus: it has been a solicitation of the believe the federal reserve has the ability to cut, three bumps in the road. really changing the narrative. bonds are running in the u.s.. likewise in germany, a monster move because we have this divergence at play in rates and equities. it is manifesting as we see the bond market fly higher. lisa: confidence tubbs put it well when he sent there are different narratives driving different actions. it is difficult to come up with any cohesive storyline. with talk about whether treasuries are a haven bid and he goes to this question of how much are we seeing deeply through of what is happening in oil prices in the rest of the commodity complex? is there a sense that is driving haven bids and treasuries may or may not be part of that? ann
annmarie hordern, lisa abramowicz, jonathan ferro. jonathan ferro is off. we just got banks earnings. we are good to get into it. i want to set the scene because it has been it to much was weak in terms of section. a selloff and a recalibration that has left more questions than answers. manus: it has been a solicitation of the believe the federal reserve has the ability to cut, three bumps in the road. really changing the narrative. bonds are running in the u.s.. likewise in germany, a monster...
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Apr 3, 2024
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that's kinda my thing. >> i'm manus cranny in for jonathan ferro. tech under pressure. goldman-sachs prime brokerage seeing some heavy surety. we'll dig deeper. countdown to "the open" is right now. manus: coming up, surging bond
that's kinda my thing. >> i'm manus cranny in for jonathan ferro. tech under pressure. goldman-sachs prime brokerage seeing some heavy surety. we'll dig deeper. countdown to "the open" is right now. manus: coming up, surging bond
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Apr 2, 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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Apr 4, 2024
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this is bloomberg to open with jonathan ferro. manus: coming, futures edge higher.
this is bloomberg to open with jonathan ferro. manus: coming, futures edge higher.
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Apr 19, 2024
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>> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: live from the nation's capital for our audience worldwide, good morning, good morning. the latest overnight. israel said it would respond. reportedly it has responded. long-range missiles targeting an iranian air force facility. crude negative across the board. wti and brent softer on the session. most instructive is what they did not hit and iran's response. lisa: this was signaling. they did not hit any of the nuclear sites. they did target specific -- they did target specific areas by drone. the idea of being this is messaging, we could do more if we wanted to. jonathan: have they demonstrated superiority on iran and you think that will enforce more of a deterrence for the iranians? mario: -- annmarie: they took the fine line we have been talking about. how do you have an attack without sparking a retaliation cycle? it is an attack but a de-escalation as well. there are already reports that iran says they will not strike israel after this. they were sending a clear messag
>> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: live from the nation's capital for our audience worldwide, good morning, good morning. the latest overnight. israel said it would respond. reportedly it has responded. long-range missiles targeting an iranian air force facility. crude negative across the board. wti and brent softer on the session. most instructive is what they did not hit and iran's response. lisa: this was...
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Apr 2, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. >> live from new york city and good morning. for audience worldwide this is bloomberg surveillance. en jonathan ferro, your equity market for the s&p 500 negative by 0.2% taking off q2 hitting a bump in the road when it comes to manufacturing. manufacturing data entering expansion for the first time since september of 2022. prices paid a little bit firmer. setting off right across the curve. lisa: the idea they came in at the hottest level since 2022. people are wondering is this a commodities led blip that is temporary or transitory or is this something deeper that has to do with the ends of goods disinflation. jonathan: the commodities board, wti through $85 a barrel. brent getting closer and closer. we are talking about the highest level since october. throwing gold all-time highs on gold again. what is happening on the board right now. annmarie: obviously you will see a risk premium because of what happened yesterday which is an israeli strike on a key individual in the iranian revolution
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. >> live from new york city and good morning. for audience worldwide this is bloomberg surveillance. en jonathan ferro, your equity market for the s&p 500 negative by 0.2% taking off q2 hitting a bump in the road when it comes to manufacturing. manufacturing data entering expansion for the first time since september of 2022. prices paid a little bit firmer. setting off right across the...
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Apr 16, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: live from new york city, good morning, good morning . coming into today, a two-day losing streak on the s&p 500, biggest going back to march of last year. that was a month full of banking stress. now, a month full of better-than-expected economic data including u.s. retail sales. the 10-year, 4.95 on the two-year. 10-year, 4.6488. on the month so far, up by more than 30 basis points on the two-year, 40 basis points on the 10-year. morgan stanley, for equities. socgen, expensive valuation sitting comfortably with higher bonds yield. lisa: part is the right reason, part is the wrong reason. retail sales came in better-than-expected causing the increase of gdp positive for equities. the other side, it is stemming from increasing inflation expectations grading issues of how high the rates have to stay for how long. jonathan: we have heard the same thing from fed official after fed official. patience and no urgency. monetary policy is in a good place. monetary policy is tight. im
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: live from new york city, good morning, good morning . coming into today, a two-day losing streak on the s&p 500, biggest going back to march of last year. that was a month full of banking stress. now, a month full of better-than-expected economic data including u.s. retail sales. the 10-year, 4.95 on the two-year. 10-year, 4.6488. on the month so far, up by more than 30 basis...
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Apr 22, 2024
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this is bloomberg the open with jonathan ferro. manus: coming up, teachers ticking higher after losses. early-season kicks in with -- tesla announces another round of price cuts. to begin with a big issue.
this is bloomberg the open with jonathan ferro. manus: coming up, teachers ticking higher after losses. early-season kicks in with -- tesla announces another round of price cuts. to begin with a big issue.
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Apr 8, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: live from new york city, good morning. this is bloomberg surveillance, kicking off the year, two year, 10 year, 30 year. close to 4.45 on the 10 year. the two-year, approaching 4.8. lisa: what i'm looking at right now is how much does it matter and how much does this speak to concerns about inflation or a real yield narrative. i know it is nuanced but this is something else. this is the fed fighting inflation in the short-term and winning over the long-term, which gives fuel to risk assets. jonathan: there was a dominant phrase in all of the southside research, not inflation regrowth. how much of that story can we embrace? lisa: we will find out on wednesday with cpi and on thursday with ppi. we will find a as we hear about the geopolitical backdrop in terms of tariffs -- out as we hear about the geopolitical backdrop in terms of tariffs. is there justification for any rate cuts this year? if there are no rate cuts, will there be fewer rate cuts over 2025 and 2026? or does t
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: live from new york city, good morning. this is bloomberg surveillance, kicking off the year, two year, 10 year, 30 year. close to 4.45 on the 10 year. the two-year, approaching 4.8. lisa: what i'm looking at right now is how much does it matter and how much does this speak to concerns about inflation or a real yield narrative. i know it is nuanced but this is something else. this is...
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Apr 30, 2024
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. >> this is "bloomberg surveillance surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: lisa is back. good morning, good morning. this is "bloomberg surveillance" wrapping up april with a month of losses potentially on the screen. down more than 2% on the s&p for april. the small caps have been absolutely hammered the end of march, the rotation is coming, a big downdraft for the small caps so far this month, snapping five straight months of gains for equities on the s&p 500. bramo, april has been a bumpy ride. lisa: partly because that is the sound of the narrative breaking -- or maybe the narrative shifting. he basically said higher inflation is fine for stocks and earnings. if yields stay here it will be ok, everything is fine. yields are high for the right reasons. are they? that is the angst you are feeling. jonathan: the bond market, breaking up the 10 year. the two-year, high by 35 basis points. the 10 year up by more than 40. i remember a few conversations we had this month. just a few. steve said that this federal reserve wants to count interes
. >> this is "bloomberg surveillance surveillance" with jonathan ferro, lisa abramowicz, and annmarie hordern. jonathan: lisa is back. good morning, good morning. this is "bloomberg surveillance" wrapping up april with a month of losses potentially on the screen. down more than 2% on the s&p for april. the small caps have been absolutely hammered the end of march, the rotation is coming, a big downdraft for the small caps so far this month, snapping five straight...
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Apr 23, 2024
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. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: your equity market snapping the six-day losing streak. positive by 0.1%. one stock that did not snap the streak was tesla. on the month, down by close to 20%. down by more than 40% today. lisa: it has been kicked out of the magnificent seven. we have a company that is fighting a sentiment wave as well as the very real wave of competition in china during a fraught market for the electric -- a fraught moment for the electric vehicle market. jonathan: product release, competition in china, we are trying to figure this out. what is the tesla problem and what is just the broader industry problem right now? anne-marie: you are seeing this ev demand around the world especially in china. you do see china national companies doing very well. the issue seems to be in other places especially in the united states. when it comes to tesla, the problems continue. overnight we have an exclusive story about the newly formed marketing team part of those companywide layoffs. this was supposed t
. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: your equity market snapping the six-day losing streak. positive by 0.1%. one stock that did not snap the streak was tesla. on the month, down by close to 20%. down by more than 40% today. lisa: it has been kicked out of the magnificent seven. we have a company that is fighting a sentiment wave as well as the very real wave of competition in china during a fraught market for...
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Apr 9, 2024
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start of trading this is countdown to the open with jonathan ferro. marcus on the edge ahead of a big inflation report and jim bullard makes the case for three cuts. we begin with
start of trading this is countdown to the open with jonathan ferro. marcus on the edge ahead of a big inflation report and jim bullard makes the case for three cuts. we begin with
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Apr 5, 2024
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this is bloomberg "the open," with jonathan ferro. manus: coming up, it is another hot u.s.
this is bloomberg "the open," with jonathan ferro. manus: coming up, it is another hot u.s.
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Apr 19, 2024
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annabelle: that was the imf managing director in washington with bloomberg's jonathan ferro. let's get the latest in geopolitics, because the u.s. congress looks set to approve some $95 billion in long stalled aid to ukraine, israel, and taiwan. house democrats have lined up to back speaker mike johnson's proposal and overcome a plan to blockade attempt by republican conservatives. the house is expected to vote on saturday, with the senate taking it up as soon as next week. the plan largely mirrors a package that already passed the upper house in february. the u.s. has imposed fresh sanctions on iran over this month's strike on israel, targeting 16 people and to tease -- and entities. president biden said in a statement that the u.s. is committed to israel's security. at the same time, allied nations have been imploring israel to not retaliate against iran, fearing a wider regional war. and the u.s. has vetoed a bid to make palestine a full-fledged member of the united nations. 12 of 15 security council members voted in favor, while the u.k. and switzerland abstained. althoug
annabelle: that was the imf managing director in washington with bloomberg's jonathan ferro. let's get the latest in geopolitics, because the u.s. congress looks set to approve some $95 billion in long stalled aid to ukraine, israel, and taiwan. house democrats have lined up to back speaker mike johnson's proposal and overcome a plan to blockade attempt by republican conservatives. the house is expected to vote on saturday, with the senate taking it up as soon as next week. the plan largely...
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Apr 3, 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, this is bloomberg surveillance. your equity market is facing a little bit of trouble in the last couple of days. the bond market selloff continues. the 10 year yield is close to 420 three days into q2 and we are looking at 440. lisa: and stocks are suddenly waking up to this. we were down 0.7% which is the worst loss going back a few weeks and it highlights how few losses we have had at a time when everything seems to melt up. jonathan: chairman powell is addressing the economy and the market later this afternoon. with precious metals, gold is pulling back from all-time highs, silver had a five day streak up 0.7%. the question is the commitment to get inflation back to 2%. annmarie: the fed has never cut rates when the economy is this good never mind inflation and you look at commodities and you see inflation uptick across the board. bank of america this morning up to their calls on
. >> 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, this is bloomberg surveillance. your equity market is facing a little bit of trouble in the last couple of days. the bond market selloff continues. the 10 year yield is close to 420 three days into q2 and we are looking at 440. lisa: and stocks are suddenly waking up to this. we were down 0.7%...
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Apr 17, 2024
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haidi: david hunt there speaking with jonathan ferro. take a look at how we are seeing bonds reacting. we saw big moves across global bonds led by treasuries as sort of not new messaging when it comes to what we heard from fed chair jay powell but the reaffirmation of the fact interest rates in the u.s. could stay as long as they need to be, in his words. and we are seeing that catch up for australia and new zealand bonds. we are seeing the three year bond yield and austria climbing to the highest since december and reaction to the slowing of kiwi inflation to 4%, the weakest since mid 2021. there were still steep domestic price pressures weighing on markets. but certainly the yield curve in australia in particular shifting higher in the morning session. we have seen some yields in the u.s. sitting at the highest for the year, the two-year putting the 5% level in play in particular. coming up next, here why emergentx expects a long-term rally in crypto ahead of the bitcoin housing event. this is bloomberg. ♪ annabelle: taking a look at
haidi: david hunt there speaking with jonathan ferro. take a look at how we are seeing bonds reacting. we saw big moves across global bonds led by treasuries as sort of not new messaging when it comes to what we heard from fed chair jay powell but the reaffirmation of the fact interest rates in the u.s. could stay as long as they need to be, in his words. and we are seeing that catch up for australia and new zealand bonds. we are seeing the three year bond yield and austria climbing to the...
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Apr 24, 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, this is bloomberg surveillance. when named to watch this morning and that's tesla, the stock is higher by more than 10%. elon musk said all the right things on the call yesterday. more unless expensive models. lisa: we heard we will not get any details about if he can produce $25,000 tesla's on their current infrastructure, wait until august. what about robotaxis? wait for august. jonathan: i don't think you can look at this move without looking at it relative to the year to date loss. we were down by 4% and that we are up by 10. listen to this, 2.5 years ago, tesla was worth the same as the next 12 largest companies and that's how things have gone wrong in the last couple of years. annmarie: and the big issue is demand. they have very to different first-quarter results announcements. the numbers were bad and if you look at some of the rate at which new cars are leaving deliveries,
. >> 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, this is bloomberg surveillance. when named to watch this morning and that's tesla, the stock is higher by more than 10%. elon musk said all the right things on the call yesterday. more unless expensive models. lisa: we heard we will not get any details about if he can produce $25,000 tesla's...
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Apr 4, 2024
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. >> bloomberg surveillance with jonathan ferro, lisa abramowicz, and annmarie hordern. jon: good morning, good morning. this is bloomberg surveillance. equity markets positive .3% on the s&p 500. absolutely whipsawed by economic data over the last couple of days. manufacturing causing the pain on monday. then we have a band-aid from the services data on wednesday and we barely got a day of gains off the back of that. lisa: i don't want to say this, but are we starting to see bad news be good news once again for markets? we saw the weakness in services and suddenly everyone got excited again because the prices paid component came in at the lowest going back to march 2022. jon: can i say sort of kinda? didn't spell out in a way that had conviction that bad news is good news, so i'm not sure people knew what to do with that in the stock market. they knew what to do and bonds. they got there. i think that a lot of people are confused what to do with it when it comes to stocks. lisa: people are saying the one thing that can keep this rally going is the possibility of more ra
. >> bloomberg surveillance with jonathan ferro, lisa abramowicz, and annmarie hordern. jon: good morning, good morning. this is bloomberg surveillance. equity markets positive .3% on the s&p 500. absolutely whipsawed by economic data over the last couple of days. manufacturing causing the pain on monday. then we have a band-aid from the services data on wednesday and we barely got a day of gains off the back of that. lisa: i don't want to say this, but are we starting to see bad news...
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Apr 4, 2024
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ferro. a lot of geopolitical risk at the moment which solve the gold price climbing above $2300 per ounce yesterday. it has backed off from that level since then. 2289 at the moment. spot gold 14 week relative strength index is at the highest level in four years. it does signal maybe this rally is due for a breather soon. no breather for oil prices. new york crude continuing to rise. better by 4/10 of 1%. 8696 a barrel. brent crude yesterday easily broke through the night it out or a roll level settling at 9065. with that in mind, other geopolitical headlines we are tracking. israel is scrambling navigational signals over the tel aviv metropolitan area as the country prepares for a potential iranian attack. measures were taken to disrupt gps navigator drones and missiles i ran or proxies might fire on israel. tensions have soared between both sides following a missile strike which killed senior iranian what terry officials earlier this week -- iranian military officials earlier this week i.
ferro. a lot of geopolitical risk at the moment which solve the gold price climbing above $2300 per ounce yesterday. it has backed off from that level since then. 2289 at the moment. spot gold 14 week relative strength index is at the highest level in four years. it does signal maybe this rally is due for a breather soon. no breather for oil prices. new york crude continuing to rise. better by 4/10 of 1%. 8696 a barrel. brent crude yesterday easily broke through the night it out or a roll level...
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Apr 2, 2024
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ferro. let's take a look at tracking on the foreign exchange markets we follow. the aussie dollar, not a huge deal of movement. the one in focus today is the yen. not a lot of movement, but 151.66, hovering around 34 year lows. we are closely watching for intervention. we have heard more strong words from the finance minister -- ministry's, talking about how they are watching these movements very closely. in the yen weaken the further off the back of stronger-than-expected factory data out of the u.s. haidi: we have seen markets trading range bound. let's look at our futures in europe, settling up at the moment. we are seeing euro stocks looking flat. not a great deal of conviction there. we are seeing a potential upside when it comes to european cyclicals, autos, and banks. see more room to perform, as we see this equity rally becoming more broad. has been increased optimism about macro scenario, in the earnings background that -- backdrop in your. much more to come here haidi: we are getti
ferro. let's take a look at tracking on the foreign exchange markets we follow. the aussie dollar, not a huge deal of movement. the one in focus today is the yen. not a lot of movement, but 151.66, hovering around 34 year lows. we are closely watching for intervention. we have heard more strong words from the finance minister -- ministry's, talking about how they are watching these movements very closely. in the yen weaken the further off the back of stronger-than-expected factory data out of...
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Apr 15, 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." let's take the temperature in the middle east. fruit lower 1%. brent crude down almost 1%. an unprecedented direct attack on israel over the weekend. i ran lighting up the sky on saturday night, launching more than 300 drones and missiles. nobody killed, limited damage done. one word -- contained. jonathan: de-escalation. what efforts will be there be to de-escalate on the part of u.s. and france and germany. to me the market will not pricing a geopolitical risk that has yet to transpire. this is a market on edge with the new redline crossed. iran has never directly attacked israel. even if it is an immediate retaliation it raises the temperature. jonathan: the consensus view on the street. this from citigroup, "iran's attack unlikely to lead escalation in the near term." we emphasize the near term. annmarie: it is the near term which is why you see the oil market starting to recalibrate th
. >> 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." let's take the temperature in the middle east. fruit lower 1%. brent crude down almost 1%. an unprecedented direct attack on israel over the weekend. i ran lighting up the sky on saturday night, launching more than 300 drones and missiles. nobody killed, limited damage done. one...
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Apr 25, 2024
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i'm jonathan ferro. checking out meta, we are on top of that stock this morning. down by 14%, it had been close -- lower by close to 20. the numbers weren't bad. if you woke up this morning and thought it must've been terrible, revenue was up 27% from a year ago, profit doubled. a solid first quarter. but when you talk about the outlook around capex, that is when people start to get upset. lisa: they believe it will be 35 billion dollars to $45 billion. it doesn't sound so bad. it depends on what they are investing in. if it is ray bans that give you access to virtual reality, not so much. that is what mandeep singh laid out for us. jonathan: you can't talk about where the name is now without discussing where the mood has been over the last year or so, it had been up aggressively compared to tesla. like a mirror image of the tesla story. lisa: it highlights, i don't want to use this word but i have to, idiosyncratic how companies are. happy talk was better for boeing. meta, not so much. the hopefulness is met with consternation from people who want the year of eff
i'm jonathan ferro. checking out meta, we are on top of that stock this morning. down by 14%, it had been close -- lower by close to 20. the numbers weren't bad. if you woke up this morning and thought it must've been terrible, revenue was up 27% from a year ago, profit doubled. a solid first quarter. but when you talk about the outlook around capex, that is when people start to get upset. lisa: they believe it will be 35 billion dollars to $45 billion. it doesn't sound so bad. it depends on...
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Apr 11, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, and an recorder. jonathan: allow me to introduce you to a new pond market board. things have changed, we have different numbers. new highs for 2024. the two you're getting closer to 5% -- two year. the quote of the last 24 hours around this desk, jp morgan's david kelley, the sound of their slingshot on a june cut. lisa: stephen of standard charting, rbc, we are changing our fed call from 45 basis points to one of a duty five basis point move. yesterday we saw the biggest self, the biggest yields since 2022 and it seems there might be more. annmarie: everyone is trying to revise. -- starting to revise. this really seals the fate for the june fomc to push this further back. if we came into this year expecting when will the fed cut, and that is a matter of some people asking if the fed will have a cut in 2022 -- in 2024. jonathan: two big headlines crossing bloomberg earlier, triggers parenting rate cutlets to less than 25 basis points. look at for exchange, the euro, 1.07. the dollar having its biggest
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz, and an recorder. jonathan: allow me to introduce you to a new pond market board. things have changed, we have different numbers. new highs for 2024. the two you're getting closer to 5% -- two year. the quote of the last 24 hours around this desk, jp morgan's david kelley, the sound of their slingshot on a june cut. lisa: stephen of standard charting, rbc, we are changing our fed call from 45 basis points to one of a...
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Apr 26, 2024
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. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. >> let's get you to the weekend. live from new york city this morning, good morning. this is bloomberg surveillance. amh has started social be back on monday. equity futures positive by 0.7%. alphabet and microsoft, they do not need rate cuts from the federal reserve. alphabet we are talking about beats on the top and bottom line. throwing a dividend an extra $70 billion share buyback. lisa: i was trying to put this into perspective because it's one thing to see a random share gain 11%. it's another for it to be google. those what $400 billion combined. that's almost equal to walmart. it's basically to mcdonald's. it's unbelievable to see two names dominate in this way. jonathan: very happy with himself he will join us in about 10 minutes time. he says this is the mid 90's not the late 90's. for tech stocks. lisa: essentially this isn't just nice words about how artificial intelligence make robots cook our dinners for us this is about them expanding their cloud services and increasing the numb
. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. >> let's get you to the weekend. live from new york city this morning, good morning. this is bloomberg surveillance. amh has started social be back on monday. equity futures positive by 0.7%. alphabet and microsoft, they do not need rate cuts from the federal reserve. alphabet we are talking about beats on the top and bottom line. throwing a dividend an extra $70 billion share buyback....
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Apr 1, 2024
04/24
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alongside annmarie hordern, i am jonathan ferro. if you are starved for fed speak this week, you will not be on a diet. look at this lineup. barkin again on friday and a whole lot more. it is payrolls friday. your equity market on the s&p 500 on the first trading day of april, equities look like this. closing out at all-time highs. plenty to talk about this hour. we will catch up. scrambling to absorb cargo. axios reporting the u.s. and israel will hold a virtual meeting today. and liking long and bonds. kicking off the second quarter. jp low ski thanks the rally can extend, writing, we are optimistic not only about 24, but the other years as well. the difference is that this time, it is global. jay joins us right now. does the economic data back some of that up this morning? >> i think it does. it is not only the data. we vote a piece called listen to stocks. we want to pay attention to what the market are telling us. it is not just stocks but credit. and commodities right now are big. it is not just energy. it is not just gold or
alongside annmarie hordern, i am jonathan ferro. if you are starved for fed speak this week, you will not be on a diet. look at this lineup. barkin again on friday and a whole lot more. it is payrolls friday. your equity market on the s&p 500 on the first trading day of april, equities look like this. closing out at all-time highs. plenty to talk about this hour. we will catch up. scrambling to absorb cargo. axios reporting the u.s. and israel will hold a virtual meeting today. and liking...
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Apr 29, 2024
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ferro, lisa abramowicz, and annmarie hordern. jonathan: fantastic start of the week so far. the third hour of "bloomberg surveillance" continues this morning. jay pelosky talking about u.s. exceptionalism. we reflect it on megacap behavior in small caps. a monster week ahead for you. it looks something like this. tomorrow, after the closing bell, numbers from amazon. wednesday, you will hear from chairman powell in a news conference at 2:30 eastern time. the fed decision in the middle of this week. thursday, apple, very challenged stocks. challenge in china care then onto friday, the payrolls. the bond market into all of that, the two-year, 10 year, 30 year looks like the following. very close to 5% on the two-year, four .97%. up more than 30 on the month so far. 10 year down five basis points on the session come up by 40 something in april at the moment. 4.6156 on the u.s. 10 year. coming up, we will catch up with sarah hunt of alpine woods, following best week of gains or far in the s&p 500. we will speak with stephanie roth of
ferro, lisa abramowicz, and annmarie hordern. jonathan: fantastic start of the week so far. the third hour of "bloomberg surveillance" continues this morning. jay pelosky talking about u.s. exceptionalism. we reflect it on megacap behavior in small caps. a monster week ahead for you. it looks something like this. tomorrow, after the closing bell, numbers from amazon. wednesday, you will hear from chairman powell in a news conference at 2:30 eastern time. the fed decision in the middle...
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Apr 26, 2024
04/24
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you first on this we know that what we do know about gary ferro is this is michael cohen's former banker he is testifying we assume he still testifying at this moment what have you been able to take away from his testimony so far. >> well we have a couple of what we call housekeeping witnesses most far laying the foundation in terms of transactions and money that may have passed between some of these characters what is really striking about the first few days of testimony is how this entire trial really does centre on michael cohen, we all talk about how michael cohen is the centre of this case but the assumption was that no one in their right mind would put all their money on michael cohen for anything but when you look at these questions some of the information they are eliciting it really does look like the prosecution is putting everything on cohen and they seem to be laying the foundation and he supposed to be the one to deliver the coup de grace i just don't see how he can do that. >> we haven't heard from you just yet fail, what has struck you so far and as far as witnesses this w
you first on this we know that what we do know about gary ferro is this is michael cohen's former banker he is testifying we assume he still testifying at this moment what have you been able to take away from his testimony so far. >> well we have a couple of what we call housekeeping witnesses most far laying the foundation in terms of transactions and money that may have passed between some of these characters what is really striking about the first few days of testimony is how this...