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landslide. >> jonathan: so this will be easy. will you appeal right now, ato all of trump's supporters, to respect -- >> are you going to pull this? this is your question? >> jonathan: there will be no violence? >> have you asked a democrat this question, yes or no? the answer is no. have you asked a democrat that question? >> jonathan: i haven't seen democrats storm the capitol to try to stop an election. >> have you heard what jamie raskin was saying about january 6th? he would not show the court -- >> jonathan: i have no problem asking democrats. i have no problem doing that. i have no problem doing that. >> we put a pitch fork to your back and you say, ask democrats. ask some democrats. here's the bottom line. when this is adjudicated and reviewed if they are certifiable, chain of custody, ballots and votes from american citizens, then hey. whatever that outcome is, is totally fair. until the time that we get that, all bets are off. >> jonathan: i'm talking about violence. will you say no matter what, no more violence? who talks about violence? let's loo
landslide. >> jonathan: so this will be easy. will you appeal right now, ato all of trump's supporters, to respect -- >> are you going to pull this? this is your question? >> jonathan: there will be no violence? >> have you asked a democrat this question, yes or no? the answer is no. have you asked a democrat that question? >> jonathan: i haven't seen democrats storm the capitol to try to stop an election. >> have you heard what jamie raskin was saying about...
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Jul 1, 2024
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lisa: it's a big influence. jonathan but gets -- baguettes depending on what's happening in france. we will get jobless claims, payrolls on friday. chairman, -- chairman powell commentary as well. lisa: a time when the fed seems to be focused on weakness in the job sphere rather than any kind of ongoing stickiness with inflation. jay powell himself saying he doesn't really understand the diversions between the household survey saying it does seem like it's overstating the actual data. do we see an increase with skepticism resulting in a decrease in potential available job openings? jonathan: we get into all of that. s&p 500, futures up one quarter of 1%. yields up a bit higher, double digits on friday. foreign exchange, we talked lots already, a little bit stronger here by one third of 1%. lisa: wasn't as big of a win as it could've whip -- been. people shrugging off how much of a political shift this could be. so many people looking for opportunities to buy. whether it sticks and how far it will go will be a key questio
lisa: it's a big influence. jonathan but gets -- baguettes depending on what's happening in france. we will get jobless claims, payrolls on friday. chairman, -- chairman powell commentary as well. lisa: a time when the fed seems to be focused on weakness in the job sphere rather than any kind of ongoing stickiness with inflation. jay powell himself saying he doesn't really understand the diversions between the household survey saying it does seem like it's overstating the actual data. do we see...
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Jul 20, 2024
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>> reporter: hopefully there is a plane in the sky! >> jonathan: good luck getting home. a manchester, julia can we talk about your reaction to the loss of sheila jackson lee. >> she was an institution on capital hill. a very big face for the democratic conference. and a big supporter of president biden. this is definitely very sad. very shocking. we know that she had been diagnosed with pancreatic cancer. that news was made public last month. the beginning of june. so this is just very shocking. very surprising and it comes at a time, i think when we are seeing, you know, so much disarray on capital hill. there is so much, you know, in motion. going back and forth over this issue of president biden's health, and the election, et cetera. this is a very sobering moment for much of washington, and really, you know, her congressional district in texas. >> jonathan: yes, indeed. let's move to the politics of the moment. and the reviews of president trump's speech at the rnc. let's set that up by playing a sound bite which i think encapsulates those views. >> i am running to be
>> reporter: hopefully there is a plane in the sky! >> jonathan: good luck getting home. a manchester, julia can we talk about your reaction to the loss of sheila jackson lee. >> she was an institution on capital hill. a very big face for the democratic conference. and a big supporter of president biden. this is definitely very sad. very shocking. we know that she had been diagnosed with pancreatic cancer. that news was made public last month. the beginning of june. so this is...
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Jul 29, 2024
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a 100 day spread. i'm just saying. jonathanolicy when that is where things go in this country everything of time? lisa: that is exactly the reason we are not talking about policy and why people come on here and there eyes just rolled back in their heads. jonathan: let's ignore this and keep ignoring it. from a beautiful new york, good morning. (♪♪) (♪♪) beaches rhythm and blues caribbean sale is now on. visit beaches.com or call 1-800-beaches. when people come, they say they've tried lots of diets, nothing's worked visit beaches.com or they've lost the same 10, 20, 50 pounds over and over again. they need a real solution. i've always fought with 5-10 pounds all the time. eating all these different things and nothing's ever working. i've done the diets, all the diets. before golo, i was barely eating but the weight wasn't going anywhere. the secret to losing weight and keeping it off is managing insulin and glucose. golo takes a systematic approach to eating that focuses on optimizing insulin levels. we tackle the cause of weigh
a 100 day spread. i'm just saying. jonathanolicy when that is where things go in this country everything of time? lisa: that is exactly the reason we are not talking about policy and why people come on here and there eyes just rolled back in their heads. jonathan: let's ignore this and keep ignoring it. from a beautiful new york, good morning. (♪♪) (♪♪) beaches rhythm and blues caribbean sale is now on. visit beaches.com or call 1-800-beaches. when people come, they say they've tried...
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Jul 17, 2024
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a. glenn younkin, previously of carlyle. why not. jonathanwisconsin, next on the program. futures down one full percentage point on the s&p 500. we have seen this story again and again on repeat. small companies outperform. on a relative basis. from new york, this is bloomberg. the moment i met him i knew he was my soulmate. "soulmates." soulmate! [giggles] why do you need me? [laughs sarcastically] but then we switched to t-mobile 5g home internet. and now his attention is spent elsewhere. but i'm thinking of her the whole time. that's so much worse. why is that thing in bed with you? this is where it gets the best signal from the cell tower! i've tried everywhere else in the house! there's always a new excuse. well if we got xfinity you wouldn't have to mess around with the connection. therapy's tough, huh? -mmm. it's like a lot about me. [laughs] a home router should never be a home wrecker. oo this is a good book title. jonathan: we have got a lot to navigate. the s&p 500 down by one full percentage point. the underperformance from the na
a. glenn younkin, previously of carlyle. why not. jonathanwisconsin, next on the program. futures down one full percentage point on the s&p 500. we have seen this story again and again on repeat. small companies outperform. on a relative basis. from new york, this is bloomberg. the moment i met him i knew he was my soulmate. "soulmates." soulmate! [giggles] why do you need me? [laughs sarcastically] but then we switched to t-mobile 5g home internet. and now his attention is spent...
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Jul 22, 2024
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or is this a harris that is more friendly to big tech? jonathancratic party has been a mess for a number of weeks ever since that debate, could they actually unite and get behind one candidate and move forward? we could then have a real discussion about what the difference is in the policies of harris and trump. annmarie: there is not a lot of distance. we heard from the trump campaign . they will want to paint her and attach her to the incumbent. we have had a groundswell of support for kamala harris overnight. governors, many were saying they could be individuals at the top of the ticket backing her. we are waiting on a few key names. this is the leadership if you will from congress. jonathan mentioned earlier former president barack obama. the clintons mentioned her, obama is waiting. they want this to actually be a process. people are being critical of the democratic party saying this isn't going to be a process if you will just anoints at the top of the ticket. annmarie: talking about the volatility this would create in market because of how
or is this a harris that is more friendly to big tech? jonathancratic party has been a mess for a number of weeks ever since that debate, could they actually unite and get behind one candidate and move forward? we could then have a real discussion about what the difference is in the policies of harris and trump. annmarie: there is not a lot of distance. we heard from the trump campaign . they will want to paint her and attach her to the incumbent. we have had a groundswell of support for kamala...
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Jul 3, 2024
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they have five days to make a decision. jonathanean on that and understand your perspective. traditionally the incumbent would have advantages. i wonder if it is a disadvantage for biden. 2020 he got to make this a referendum on the former president. this feels like a referendum on him and not what he has delivered but whether he can last four years, whether he can actually keep this job for that long. how do they change that? charles: that will be the hardest part of the narrative to change. up until thursday this had been still partly a referendum on the former president, on trump, as opposed to the sitting president. now it is a referendum on canada sitting president -- on can sitting president served for four more years and what people think of the vice president. in politics everything is fair. the race changed fundamentally on thursday night. as i said i think we will find out in the next four to five days whether the president is still in this race. i don't think he has three weeks. lisa: the dam is breaking when it comes to
they have five days to make a decision. jonathanean on that and understand your perspective. traditionally the incumbent would have advantages. i wonder if it is a disadvantage for biden. 2020 he got to make this a referendum on the former president. this feels like a referendum on him and not what he has delivered but whether he can last four years, whether he can actually keep this job for that long. how do they change that? charles: that will be the hardest part of the narrative to change....
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Jul 2, 2024
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a very different scenario. jonathand for some reason federal reserve august lisa: it makes a lot more sense when it comes to business but it is more living to work rather than working to live. it is sort of the classic differential. jonathan: under surveillance this morning. resident biden looking to shift the narrative away from his agent toward donald trump's behavior, calling on voters to render a judgment of his opponent in response to the supreme court ruling that trump has some immunity from terminal charges try as he may, you can't get away from what happened thursday night. lisa: that's ultimately what we are seeing currently. you can make all sorts of discussions about the supreme court rulings that have come out, that happen fundamental. the chevron taste is more interesting from a business perspective. that said, people have already known all of this. the supreme court is in changing the narrative. it will take something a little bit more substantial. jonathan: i heard one suggestion. his campaign wants to ma
a very different scenario. jonathand for some reason federal reserve august lisa: it makes a lot more sense when it comes to business but it is more living to work rather than working to live. it is sort of the classic differential. jonathan: under surveillance this morning. resident biden looking to shift the narrative away from his agent toward donald trump's behavior, calling on voters to render a judgment of his opponent in response to the supreme court ruling that trump has some immunity...
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Jul 30, 2024
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lisa: a sense of superiority. jonathan: there are clearly reasons to have a sense of superiority for italian coffee over french coffee. lisa: set that aside. jonathan: so we are all on the same page, returning to the debate stage. mr. trump: i'm leading big in all of the holes in the swing states. i say this. yes, i will probably end up debating. i think actually the debate should take place before the vote start being cast. jonathan: i'm saying that italy does a great job of making you feel wanted and the country. lisa: this is other than just coffee? jonathan: i'm not saying in countries that is not the case. just in italy it is like, welcome, welcome. from beautiful new york, this is bloomberg. ♪ the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future. a future where you grew a dream into a reality. it's waiting for you. mere minutes away. the future is nothing but power and it's all yours. the all new godaddy airo. get your
lisa: a sense of superiority. jonathan: there are clearly reasons to have a sense of superiority for italian coffee over french coffee. lisa: set that aside. jonathan: so we are all on the same page, returning to the debate stage. mr. trump: i'm leading big in all of the holes in the swing states. i say this. yes, i will probably end up debating. i think actually the debate should take place before the vote start being cast. jonathan: i'm saying that italy does a great job of making you feel...
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Jul 10, 2024
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jonathan: shocking. more from dani in 30 minutes. a >> i believe democrats win up and down the ballot, joe biden is reelected, and we take the house. >> he has to step down because he cannot win. jonathan: very different views. we will give you a different view of next on the program. ♪ we invent them, we design them, we build them. and one day, we have to let them soar. ♪ i'm always coming home ♪ wealth-changing question -- are you keeping as much of your investment gains as possible? high taxes can erode returns quickly, so you need a tax-optimized portfolio. at creative planning, our money managers and specialists work together to make sure your portfolio and wealth are managed in a tax-efficient manner. it's what you keep that really matters. why not give your wealth a second look? book your free meeting today at creativeplanning.com. creative planning -- a richer way to wealth. jonathan: six days of gains on the s&p 500, looking to make it seven which would equal the longest day winning streak of the year so far. we are up by 0.1%
jonathan: shocking. more from dani in 30 minutes. a >> i believe democrats win up and down the ballot, joe biden is reelected, and we take the house. >> he has to step down because he cannot win. jonathan: very different views. we will give you a different view of next on the program. ♪ we invent them, we design them, we build them. and one day, we have to let them soar. ♪ i'm always coming home ♪ wealth-changing question -- are you keeping as much of your investment gains as...
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Jul 8, 2024
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chairman powell will look as a political as he can. jonathanh george saravelos of deutsche bank. if you missed that, we will place that to the webpage later. how tariff policy in the white house can exacerbate monetary policy divergence next year between europe and the united states. what he essentially said is, if the walls go up here in america, someone has to eat the chinese capacity. it is likely to be the europeans care that would be disinflationary for the europeans, inflationary for the states. what does that mean? monetary policy will be very different at the fed compared to the ecb, and euro-dollar will face a lot of pressure. lisa: this raises the question of who the tariffs will hurt most, whether this will be a tax in the united states, and to this question of how jay powell response to that. i would advise a policymaker to ask, how do you deal with the fact that you could see slowing growth while you also see sticky inflation? how do you deal with that? where do you prioritize inflation, given the fact that that slowdown in the lab
chairman powell will look as a political as he can. jonathanh george saravelos of deutsche bank. if you missed that, we will place that to the webpage later. how tariff policy in the white house can exacerbate monetary policy divergence next year between europe and the united states. what he essentially said is, if the walls go up here in america, someone has to eat the chinese capacity. it is likely to be the europeans care that would be disinflationary for the europeans, inflationary for the...
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Jul 31, 2024
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this is not just one point of a linear trajectory. jonathanople have the confidence to quit their jobs and find a new one? some people might say it is just the process of normalization coming out of the pandemic. others might point out things are going to be a whole lot worse than that. you point to the pace at which this is happening. if the economy starts slowing down the speed of the slowdown becomes essential, a fast or slow down would have negative location for earnings and increase the probability of a selloff in stock markets and credit market. it is pace and why. and that is the other thing we have to explore. if there were losing interest rates in september is it because of the disinflation or are we starting to see bigger cracks emerging in the labor market? where are we in about two months? that dictates whether these are rate cuts that are good or rate cuts against a backdrop that is bad for risk assets. lisa: exactly what you laid out is the reason why emily rolled and is frustrated beyond all belief and seems to have had a frustr
this is not just one point of a linear trajectory. jonathanople have the confidence to quit their jobs and find a new one? some people might say it is just the process of normalization coming out of the pandemic. others might point out things are going to be a whole lot worse than that. you point to the pace at which this is happening. if the economy starts slowing down the speed of the slowdown becomes essential, a fast or slow down would have negative location for earnings and increase the...
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Jul 9, 2024
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jonathan: we are a sad bunch, aren't we? at reality is anymore. jonathan: so let's talk about the deficit. lisa: you don't have to go there again, i know. but it was relevant at the moment and he actually cares about it. i am curious though just how much people are looking through some of the noise. we heard that now from two people on the show this morning. this idea that this backup and yield is a buying opportunity to look through everything and look to the idea that you are getting the smell of disinflation. jonathan: is it noise or is it news? let's get you an update on stories elsewhere this morning. dani: donald trump has said that he hasn't decided yet who will be his vice presidential pig. speaking to sean hannity, he plans to make an announcement in the coming week. the former president said his running mate would be a person that can do a fantastic job as president as well as somebody that helps to get elected and there is nothing wrong with that. france and senator j.d. vance, marco rubio, tim scott and north dako
jonathan: we are a sad bunch, aren't we? at reality is anymore. jonathan: so let's talk about the deficit. lisa: you don't have to go there again, i know. but it was relevant at the moment and he actually cares about it. i am curious though just how much people are looking through some of the noise. we heard that now from two people on the show this morning. this idea that this backup and yield is a buying opportunity to look through everything and look to the idea that you are getting the...
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Jul 26, 2024
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right know it has not been a good bet. jonathan in it's meant to be predictable debt issuance under the treasury. that's meant to be the core principle. do you think we've moved away from that. is this a permanent fixture. david: it depends on the political cycle where you borrow on the yield curve and if you're trying to prop up markets in the short term or the long term. that also affects and is very important the actual capital flows in the economy. there's been this heavy bias towards big companies and the government. so that same point you are making about where the treasury is issuing means the government feels comfortable with this giant fiscal debt because you are not borrowing at the long end of the curve. we need to go to a more neutral balanced environment with a more independent fed that's not really facilitating this process through its own, is it coincidence the fed moved to qt -- to facing out qt right now in this part of the curve. they should be allowing that long bond portfolio to run off. that would be confidence
right know it has not been a good bet. jonathan in it's meant to be predictable debt issuance under the treasury. that's meant to be the core principle. do you think we've moved away from that. is this a permanent fixture. david: it depends on the political cycle where you borrow on the yield curve and if you're trying to prop up markets in the short term or the long term. that also affects and is very important the actual capital flows in the economy. there's been this heavy bias towards big...
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Jul 12, 2024
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a lot. how much is he pushing back. jonathant's due, a good golf joke and that news conference. [laughter] that was a decent golf joke, i'll give them that. from new york city this morning, good morning. ♪ >> live from new york welcome to the program equity futures on the s&p 500 firmer by almost 1/10 of 1% to stand out once again check out the russell. the small caps up another three quarters of 1%. this after a meg again in yesterday's session. lisa: the best performance going back to december. equal weight s&p 500 versus the market cap weight had the biggest divergence going back to 2020. this was a seismic day shifting back to broadband. how long can this last and how long will this be a positive given xavier becerra in to the effect this is having. >> enough to save the obvious -- state the obvious. seeing on the bandwagon yesterday was phenomenal. i'm sitting here thinking a lot of people just open the s&p 500. but i can it take much comfort from the almost 400 members were up even though we are sort of down by almost 1%.
a lot. how much is he pushing back. jonathant's due, a good golf joke and that news conference. [laughter] that was a decent golf joke, i'll give them that. from new york city this morning, good morning. ♪ >> live from new york welcome to the program equity futures on the s&p 500 firmer by almost 1/10 of 1% to stand out once again check out the russell. the small caps up another three quarters of 1%. this after a meg again in yesterday's session. lisa: the best performance going...
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Jul 18, 2024
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oo this is a good book title. jonathanve from new york city, good morning and welcome to the program. equity futures looking like this , firmer by 0.04%. the nasdaq attempting to bounce back, firmer by a quarter of 1% following the worst day since december 2020 two. chip scott hammer. yesterday's price action was a buy for jay pulaski. the 10 year, at lowe's we have not seen since march, 4.1827. jobless claims is the one to watch, just how stable and strong is this labor market. encouraging news on the jobless claims last week. can we repeat that this week? to foreign exchange, we have to talk about this. your call on the u.s. dollar, individual after individual around this table see strengthening after u.s. -- tightening for the u.s. after a trump presidency. you take the completely other side, why? jay: i do because the dollar is the most over own downside in the world. the u.s. has been the dominant place to be in terms of equity markets for the last 15 years. you have an over owned asset, the fed getting it ready to cu
oo this is a good book title. jonathanve from new york city, good morning and welcome to the program. equity futures looking like this , firmer by 0.04%. the nasdaq attempting to bounce back, firmer by a quarter of 1% following the worst day since december 2020 two. chip scott hammer. yesterday's price action was a buy for jay pulaski. the 10 year, at lowe's we have not seen since march, 4.1827. jobless claims is the one to watch, just how stable and strong is this labor market. encouraging...
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Jul 24, 2024
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a week. it's very exciting if it's seven days. jonathanes nuts. everywhere else it's dangerous. in the u.k., it's summer. lisa: it's different when it's the 80's for a week versus 120 where you can crack an egg. jonathan: in the fountain, stripping off, taking days off work, too hot. up next on the program, setting you up for the day ahead. you're watching "bloomberg surveillance." ♪ jonathan: equities on the s&p 500 shaping up as follows. futures negative. we're down by almost 1%, gunning to the opening bell. the opening bell about 40 minutes away. your trading diary looks like this. at 2:00 p.m., israeli prime minister benjamin netanyahu addressing congress. and after the closing bell, more earnings, we'll hear from ford and i.b.m. then at 8:00 p.m. eastern, president biden addresses the nation from the oval office. we'll get u.s. g.d.p., another round of jobless claims, and rounding out the week friday with sentiment and p.c.e. earnings next week, we'll hear from microsoft, meta, apple, and amazon. we've had the flavor of things in the
a week. it's very exciting if it's seven days. jonathanes nuts. everywhere else it's dangerous. in the u.k., it's summer. lisa: it's different when it's the 80's for a week versus 120 where you can crack an egg. jonathan: in the fountain, stripping off, taking days off work, too hot. up next on the program, setting you up for the day ahead. you're watching "bloomberg surveillance." ♪ jonathan: equities on the s&p 500 shaping up as follows. futures negative. we're down by almost...
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Jul 16, 2024
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there are a lot of things working in joe biden's favor. jonathanz of veda partners, breaking down the situation in the republican, and the extra time sitting president biden has been granted. annmarie: he has been given a lot of time, because the interview yesterday started with the attempted assassination attempt on the republican candidate, but also the vp pick a it has taken the oxygen out of the room, giving biden this breathing room to not face the calls every day of potentially this is a make or break interview, potentially a make or break campaign stop. he was defiant yet again in the interview last night, even though there were times he struggled to form his sentences, remove or exactly what he said. he was still defiant, which is why the whispers are quiet right now, but i do not think they have gone away. jonathan: if we do not have the events over the weekend, -- let's make that assumption -- let's say we had that interview yesterday evening, and the president delivered his responses and the way he did, we would have more democrats askin
there are a lot of things working in joe biden's favor. jonathanz of veda partners, breaking down the situation in the republican, and the extra time sitting president biden has been granted. annmarie: he has been given a lot of time, because the interview yesterday started with the attempted assassination attempt on the republican candidate, but also the vp pick a it has taken the oxygen out of the room, giving biden this breathing room to not face the calls every day of potentially this is a...
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Jul 25, 2024
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oo this is a good book title. jonathann of opening data. mike mckee is in the studio to break it down for you. the scores look like this on the s&p 500, down .25%, taking more weight off of the nasdaq after yesterday's big selloff and the bond market is rallying into the data. the two year, the 10 year, the 30 year across the board, six to eight basis points. the 10 year is down eight. with economic data let's get across to mike mckee. mike: good morning. upside surprise to gdp, consumer spending coming in at 2.3%. certainly stronger than the 1.5 percent last time. i know that you've been dying to hear what has happened with jobless claims. 235,000. we got a crop of 10,000 and there was talk last week of the jump that we saw being because of hurricane beryl in houston and that may have been a case a little bit with the big changes are. durable goods orders are down 6.6%, however capital goods orders with non-defense x air was up, remember it was down by the .6% margin last month and the expectation was just for .2%. consum
oo this is a good book title. jonathann of opening data. mike mckee is in the studio to break it down for you. the scores look like this on the s&p 500, down .25%, taking more weight off of the nasdaq after yesterday's big selloff and the bond market is rallying into the data. the two year, the 10 year, the 30 year across the board, six to eight basis points. the 10 year is down eight. with economic data let's get across to mike mckee. mike: good morning. upside surprise to gdp, consumer...
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Jul 19, 2024
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how quickly can they turn to a different company? jonathante on some of the airlines. i want to turn to this. traders boosting bets on a september rate cut at the federal reserve. mary daly joining the growing chorus of fed officials saying recent inflation data has been good, adding the job market is at an inflection point. it is the nerves around labor. that is the difference in the last few months. dani: she also says we are not there yet. she is a dove and getting louder but we don't have price stability now. many people argue if you're at an inflection point then you are there. you don't to be in a situation where you're cutting after on has moved in a nonlinear way. they are waiting for inflation to come down. you could argue maybe september is too late. they should have been ahead of this. jonathan: what is the difference in a couple of months? neil will tell you later. president biden facing mounting pressure to drop out. some numbers of the cabinet have discussed whether his campaign has reached a breaking point. it was democratic le
how quickly can they turn to a different company? jonathante on some of the airlines. i want to turn to this. traders boosting bets on a september rate cut at the federal reserve. mary daly joining the growing chorus of fed officials saying recent inflation data has been good, adding the job market is at an inflection point. it is the nerves around labor. that is the difference in the last few months. dani: she also says we are not there yet. she is a dove and getting louder but we don't have...
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Jul 23, 2024
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oo this is a good book title. jonathaned a three-day losing streak on the s&p 500, which was quite a strong boat -- bounce. equity futures just about turning positive on the s&p. lower on the nasdaq 100 by .1% and .25% on the small caps. the 10 year looks a little bit something like this on the two year, down a single book basis point later this hour when we catch up with ian shepherdson, who thinks this fed is going to ease more than you think and more than they think. lisa: the number of people lining up behind him, they pointed to fed models that put the neutral below 1.5% as opposed to the current 5.5%. if that were the case, it would suggest what shepherdson is talking about, a much more dramatic rate cutting cycle. jonathan: look out for that chat with him in just a moment. switching up on the border, looking at the strength we are seeing in the yen for the second session, the dollar-yen is down with all of this chat and talk, bigger conversations about rate hikes in japan. we published this story here today from tok
oo this is a good book title. jonathaned a three-day losing streak on the s&p 500, which was quite a strong boat -- bounce. equity futures just about turning positive on the s&p. lower on the nasdaq 100 by .1% and .25% on the small caps. the 10 year looks a little bit something like this on the two year, down a single book basis point later this hour when we catch up with ian shepherdson, who thinks this fed is going to ease more than you think and more than they think. lisa: the number...
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this is such a complicated issue. jonathantperforming. there is a continuation of what we saw. i went to the bond market and sell the yield curve steeper. you said straightaway this morning i think you are right, draw a line between what is happening in equities and bonds. put equities to one side. to this move in the bond market, the seven basis move higher that might speak to the weekend event. dani: i'm interested to see how equities continue to react because it does feel like a continuation. we know stock bond correlation has turned negative in a way it usually is not. at the moment it is trading yields higher and stocks higher. does it rear its head again? could you get a trump 2.0 trait that is bad for bonds and bad for equities? jonathan: have not been able to say this too many times this year. the 30 year yield above the two-year. the republican national convention kicking off in milwaukee today just two days after the assassination attempt against former president trump. trump is set to speak on thursday and announced
this is such a complicated issue. jonathantperforming. there is a continuation of what we saw. i went to the bond market and sell the yield curve steeper. you said straightaway this morning i think you are right, draw a line between what is happening in equities and bonds. put equities to one side. to this move in the bond market, the seven basis move higher that might speak to the weekend event. dani: i'm interested to see how equities continue to react because it does feel like a...
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Jul 12, 2024
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he was having a good night by biden's standards. jonathan: you just saw the president of the united states command the stage on multiple complicated issues and everyone is pretending -- i could have done that. like they stayed in a motel 6 and then they can stand up and talk about china. [laughter] >> listen. [laughter] the media, and i include everyone in this, has done an abominable job of prioritizing what is important and what is not. we are on the brink of going down the road of a dictatorship. that is more important than anything else. you can say people have gotten used to trump. why? because the press has gotten used to trump. the press does not cover this insanity when he is talking about sharks and motorboats and hannibal lector. his syntax has a group of psychologists and psychiatrists thinking he has dementia. i am not here to accuse him. why do we have that imbalance? they got bored with trump. getting bored with something is not the job of a free press in a free country. their job is to cover the most important things so citize
he was having a good night by biden's standards. jonathan: you just saw the president of the united states command the stage on multiple complicated issues and everyone is pretending -- i could have done that. like they stayed in a motel 6 and then they can stand up and talk about china. [laughter] >> listen. [laughter] the media, and i include everyone in this, has done an abominable job of prioritizing what is important and what is not. we are on the brink of going down the road of a...
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a lot to unpack here. jonathan: in a word, confusing.weekend, record numbers going through tsa. the number absolute -- the airports absolutely packed. every single plane that i went on, that other people went on, certainly packed, which tells you why so many people are surprised and why the stock is down so much in early trading. lisa: it raises questions. is this not the full story? if it is, will they lower capacity going forward, which should make it more expensive and even more crowded later on? there is also the other issue that goes to the heart of what we've talked about with boeing and united with the turnover in staff. that is that there heavy costs include $500 million of annual increase in just labor spending and they have a $350 million increase in maintenance spending. jonathan: that is the stock to watch, and the point of being a credit card company, true. it is not just delta down but also american, having a difficult year, lower by 4.5%, united down by 4%. we will see if they confirm with delta has told us. here is the da
a lot to unpack here. jonathan: in a word, confusing.weekend, record numbers going through tsa. the number absolute -- the airports absolutely packed. every single plane that i went on, that other people went on, certainly packed, which tells you why so many people are surprised and why the stock is down so much in early trading. lisa: it raises questions. is this not the full story? if it is, will they lower capacity going forward, which should make it more expensive and even more crowded...
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a shell game. we haven't had less border crossings, just lesson tucson. >> jonathan: blake, i hear you saying at the end of your first answer there that people will vote for a secure border. but i'm looking at what is going on right now politically speaking and i wonder, given the president's debate performance and all the questions now about him as a candidate, as the presumptive democratic nominee, to policy debates even matter to voters at this point? >> look, i know everybody is talking about how horribly joe biden did in the debate and i get why, he did really bad. i blame the people propping up joe biden, i think they are committing elder abuse, but that's only one half of the story. the other half is president trump did a really great job at the debate. he dominated, white to the floor with joe biden and what did he do for an hour and a half or two hours? he talked policy. you don't have to wonder what president trump's policies do, we lived through them, they deliver border security,'s policies delivered low inflation and world peace. i know it's hard to imagine all that biden is in and ever
a shell game. we haven't had less border crossings, just lesson tucson. >> jonathan: blake, i hear you saying at the end of your first answer there that people will vote for a secure border. but i'm looking at what is going on right now politically speaking and i wonder, given the president's debate performance and all the questions now about him as a candidate, as the presumptive democratic nominee, to policy debates even matter to voters at this point? >> look, i know everybody is...
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now it's back to the normal circumstances of a typical presidential race. jonathan: robin, do you agree on that? i would like your view. >> i mean i would say, i don't think that the only people who are characterizing her as a san francisco liberal, the constant phrase coming from donald trump, but she grew up in oakland. i think she's much more associated with oakland and her time in washington. studying at howard university and is a graduate of an hbcu and as a member of a.k.a., one of the divine nine greek organizations. all of those things really characterize her much more so than san francisco. those are the things that she has leaned into. those are the things that have really characterized her political career. >> can i just jump in? i thought what jim said was brilliant. you said this is normal? >> compared to earlier. >> donald trump is in this race. this is not normal. >> point taken. jonathan: you observe that the country has a problem with women's ambition and out on ami. noting that the men who voiced support for harris who have promised to stand in the
now it's back to the normal circumstances of a typical presidential race. jonathan: robin, do you agree on that? i would like your view. >> i mean i would say, i don't think that the only people who are characterizing her as a san francisco liberal, the constant phrase coming from donald trump, but she grew up in oakland. i think she's much more associated with oakland and her time in washington. studying at howard university and is a graduate of an hbcu and as a member of a.k.a., one of...
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a jonathan crane is in paris. he reports on the the ceremony and the coming 2 weeks of will class for dylan pick 78th in the making is now a facility i printed off the unprecedented, i'm pissed us, but very rach opening ceremony. the 1st time it's been out outside of a stadium, $7000.00 athletes, somebody to 5 votes, trading down the sense pos found. the piracy is most spectacular landmarks and ceremony. i love that to the french coat shots with performances from lady dog. we had some time. can we also have the french molly and sing? i am not in a mirror and now your thirty's and organizes will be hard paid for some dry weather when the spoil gets under way. we've got a lot to look forward to simone and files of the american gymnast back of the, of, and picks up to her mental health struggles in total care. can she add to have full gold medals from the re i games as you can choke date the can you run it in the mouth? i'm going for 3 and then pick titles in a row. that would be a remarkable achievement. and somethin
a jonathan crane is in paris. he reports on the the ceremony and the coming 2 weeks of will class for dylan pick 78th in the making is now a facility i printed off the unprecedented, i'm pissed us, but very rach opening ceremony. the 1st time it's been out outside of a stadium, $7000.00 athletes, somebody to 5 votes, trading down the sense pos found. the piracy is most spectacular landmarks and ceremony. i love that to the french coat shots with performances from lady dog. we had some time. can...
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can you expand on that a bit? jonathan: what is interesting about these periods when you go through this is how rage rhetoric has led to state rage where the government responds with crackdowns on free speech, arresting hundreds of thousands of communists, socialists. litter -- literally in a few day period, rounding up thousands of anarchists. that occurred regularly in our history. john adams was the first to do this in the new republic soon after it was born. he enacted the alien sedition act and he tried to our rest and even execute those that were his political opponents. this is the same john adams that praised the boston tea party saying it was majestic. and you have samuel adams who helped lead the attack and assistant and the destruction of the tea. when items became president he became less tolerant of rage rhetoric. you see it in figures like charlotte whitney who was a wonderful character that i start with because it was her case that ultimately led brandeis to refer to this as the indispensable rights. the rea
can you expand on that a bit? jonathan: what is interesting about these periods when you go through this is how rage rhetoric has led to state rage where the government responds with crackdowns on free speech, arresting hundreds of thousands of communists, socialists. litter -- literally in a few day period, rounding up thousands of anarchists. that occurred regularly in our history. john adams was the first to do this in the new republic soon after it was born. he enacted the alien sedition...
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is written a lot about polarization and us politics. jonathan, thanks for joining us. president biden came out today clearly and more of a fighting spirit, calling on democrats to ends, the injured party drama, and basically the co, less around him again. is this going to be enough to silence his critics and the party? well, so what president biden has going for him is he is the presumptive nominee, not to mention the setting. presently united states is 199 percent of the delegates to the upcoming democratic national convention. and it's going to be very difficult to unseat him from the nomination if he does not want to be honest. on the other hand, if the news coverage in the united states focuses almost exclusively on his part on his cognitive capacity over the next several weeks, it's going to create what i think will be an essentially a untenable situation for his re election camp. now jonathan bite and also told critics today in an interview, quote, if you don't like me, challenge me at the democratic convention. do you think that that coul
is written a lot about polarization and us politics. jonathan, thanks for joining us. president biden came out today clearly and more of a fighting spirit, calling on democrats to ends, the injured party drama, and basically the co, less around him again. is this going to be enough to silence his critics and the party? well, so what president biden has going for him is he is the presumptive nominee, not to mention the setting. presently united states is 199 percent of the delegates to the...
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a woman. this is quite racially charged on both sides, wasn't it? todd: jonathanish man who lives in brooklyn. this group of -- the group on the other side, some were wearing clearly palestinian supporting symbolism and clothing that evening. we are told this was a verbal altercation with regards to the israel-gaza conflict. that there -- it was part of the spark that led to the event. sonali: todd, thank you so much for following the story throughout and keeping an eye on what has happened throughout the past month. that is todd gillespie who does reports on the investment banks for us at bloomberg news. i am sonali basak. that does it for "bloomberg markets." it is a short holiday week in the united states. you are watching markets roughly flat as we head into the middle of the week. s&p 500 reacting moderately to chair powell's remarks on the bond market, also with the small bid in the two-year yield. this is bloomberg. ♪ want to save on some of the biggest names in streaming on the network made for streaming? x marks the spot. now you can add the new xfinity s
a woman. this is quite racially charged on both sides, wasn't it? todd: jonathanish man who lives in brooklyn. this group of -- the group on the other side, some were wearing clearly palestinian supporting symbolism and clothing that evening. we are told this was a verbal altercation with regards to the israel-gaza conflict. that there -- it was part of the spark that led to the event. sonali: todd, thank you so much for following the story throughout and keeping an eye on what has happened...
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we get 101 two days in a row, jonathan.ut 102 in washington, d.c., so this has been quite the sttch. this has been extraordinary. >> just awful, that thursday relief can't get here soon enough. bill karins, thank you so much. >>> next up here on "way too early," we've learned new details about the investigation into the gunman who opened fire at donald trump's pennsylvania rally on saturday. we will bring you the very latest when "way too early" comes right back. u the very latest when "way too early" comes right back you love beca? get back to better breathing with fasenra, an add-on treatment for eosinophilic asthma that is taken once every 8 weeks. fasenra is not for sudden breathing problems or other eosinophilic conditions. allergic reactions may occur. don't stop your asthma treatments without talking th your doctor tell your doctor if your asthma worsens. headachend sore throat may occur. tell your doctor if you have a parasitic infection. step back out there with fasenra. ask your doctor if it's right for you. (♪♪)
we get 101 two days in a row, jonathan.ut 102 in washington, d.c., so this has been quite the sttch. this has been extraordinary. >> just awful, that thursday relief can't get here soon enough. bill karins, thank you so much. >>> next up here on "way too early," we've learned new details about the investigation into the gunman who opened fire at donald trump's pennsylvania rally on saturday. we will bring you the very latest when "way too early" comes right...
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them because i just don't think there's time for a meaningful democratic small the democratic process to replace bite and i'm gonna check. okay, jonathan, i just want to play a clip of 1st lady joe biden. she was in north carolina today. campaigning for her husband. let's take a listen for all this, talk out there about this raise. joe has made it clear that he's all in the decision that he's made. and john, as he has always supported my career, i am all in to now jonathan, there's been a lot of talk about the 1st lady's role in this. how significant is she in keeping the bite and campaign going at this point? as i think she's vital, i mean, i think from every thing we know by then pays very close attention to his immediate family and their opinions and perspective and none more than his wife. and so i think as long as she is fully in his corner and believes that he can do the job of running another campaign unbecoming being re elected president, it's going to be hard to see how we get a different outcome. i will say that the fact of divide and people including joe right now are saying she's all land. doesn't necessarily tell us entire
them because i just don't think there's time for a meaningful democratic small the democratic process to replace bite and i'm gonna check. okay, jonathan, i just want to play a clip of 1st lady joe biden. she was in north carolina today. campaigning for her husband. let's take a listen for all this, talk out there about this raise. joe has made it clear that he's all in the decision that he's made. and john, as he has always supported my career, i am all in to now jonathan, there's been a lot...
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jason chaffetz a fox news contributor and jonathan caught from a fumigation's director great to have both of you here. jonathan, first do you want to tell us what you are hearing? speak on hearing that last night hospice press conferences went very well. what you saw last night was him in command on the national and international stage. he knows more about foreign policy than anyone who has ever run for president. we saw a guy who had just led nato through a week of great meetings and we saw the headlines today. we are getting a cease-fire and hostages home from israel so this is more examples of how president biden is being a great president. he had one bad debate and i will take him at his word for it that he pushed too hard and had a cold and he traveled too much. from what i am seeing after the debate performances he has been pretty good so i am happy with that, i don't think there is this secret meeting behind the scenes. i think what we are seeing from chuck schumer hakeem jeffries that they are talking to the president directly saying show us you have the stamina to do it and w
jason chaffetz a fox news contributor and jonathan caught from a fumigation's director great to have both of you here. jonathan, first do you want to tell us what you are hearing? speak on hearing that last night hospice press conferences went very well. what you saw last night was him in command on the national and international stage. he knows more about foreign policy than anyone who has ever run for president. we saw a guy who had just led nato through a week of great meetings and we saw...
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Jul 6, 2024
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had to pay because of its early response is around more ongoing and i mean what a prominent and p a jonathan ashworth. i mean, he was expected to joined the new cabinets as pay most a general heat loss to an independent who was particularly vocal on gauze, the other labor and peace. and also seeing that a vote share decimated from reminds us of what life would go wrong. here why the party wasn't as vocal as perhaps he shouldn't be. yes, i mean we've seen west street and he's, he's only had on 2 seat by think just under 600 votes. so. so yeah, this is a real key issue for the party and people in the thousands have, i'm not quite good for labor as they have probably done for a long time before. then because of labor's hesitancy in taking months to come out in favor of a ceasefire in gaza, this has had real detriment impacts. and i think there's also a kind of a why the question on how late is thinking about it's for him policy and how that is, you know, it's really not a, it's really not aligned with huge numbers of the previous supporters, whether that's young people, whether that's minority
had to pay because of its early response is around more ongoing and i mean what a prominent and p a jonathan ashworth. i mean, he was expected to joined the new cabinets as pay most a general heat loss to an independent who was particularly vocal on gauze, the other labor and peace. and also seeing that a vote share decimated from reminds us of what life would go wrong. here why the party wasn't as vocal as perhaps he shouldn't be. yes, i mean we've seen west street and he's, he's only had on 2...
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that's right, and there was so much expectation also a the a b, c news chief, a washington correspondent jonathan, to a car. he said, and i quote, there was nothing in this interview but his call on the nurse of jittery, a democrats. he also stated that this interview is raising new concerns over how unwilling or unaware of president viney some of the fact that he is in this sire a situation. and he also insisted in present binding this 22 minutes long interview that he was. and i quote, the most qualified to lead democrats to beat at donald trump and also rejected calls to take a cognitive test saying, and i quote, i have a cognitive test every single day. definitely something that will not a go a weight will not it go down well, so with those will already asking him a to drop his re election bid. and it's important to highlight that the fact that a big part, almost all of this 22 minutes a long interview that aired on a b c was just about the question. is it president by the is too old to run for office again? and if he's too old to govern it for the next for use, benjamin is pay the side the v
that's right, and there was so much expectation also a the a b, c news chief, a washington correspondent jonathan, to a car. he said, and i quote, there was nothing in this interview but his call on the nurse of jittery, a democrats. he also stated that this interview is raising new concerns over how unwilling or unaware of president viney some of the fact that he is in this sire a situation. and he also insisted in present binding this 22 minutes long interview that he was. and i quote, the...
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a front row seat to democracy. >> now on book tv's author interview program after words, law professor jonathan turley highlights those who fought to exercise and defend the right to free speech throughout u.s. history. he's interviewed by former aclu president nadine strossen. after words is a weekly interview program with relevant guest hosts interviewing top nonfiction authors about their latest work. >> jonathan, i have the honor to interview you about your terrific new book. i have to say as you know, i'm a longtime fan of your columns and so many of your outpourings of scholarship and other writings. this morning alone i have already sea breeze -- received two columns. i believe this is the very first book you have written about free speech. you explain that it took you 30 years to get the gumption to do that. can you tell us what took you? you obviously don't have writers block. what took you so long and why now? >> i have been looking forward to this interview because this is a mutual admiration society because you are one of my heroes as a civil libertarian, as the former head of the aclu. you are one of
a front row seat to democracy. >> now on book tv's author interview program after words, law professor jonathan turley highlights those who fought to exercise and defend the right to free speech throughout u.s. history. he's interviewed by former aclu president nadine strossen. after words is a weekly interview program with relevant guest hosts interviewing top nonfiction authors about their latest work. >> jonathan, i have the honor to interview you about your terrific new book. i...
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that rooftop was part of the initial assessment. >> we do have a lot of questions for the secret service. we will go through those with jonathan and just a moment. cb, thank you. let's bring in shane who was just 40 feet away when those shots rang out. walk us through what you saw, what you heard. >> it was, you know, a huge crowd. everyone was in great spirits. president trump came on stage. the energy was superhigh in the room as he was going through everything. there were several shots that started out. distinct shots. president trump went out of sight of our view from where we were, we took cover, basically, our wives are with us, try to get everyone down, make sure everyone around us was safe. once everyone was down on the ground and safe, we were able to get up and assess the situation from there. >> to see it unfold from a tv screen is shocking. i can only imagine what it was like to be there just feet away. roman emotional standpoint, can you describe what the crowd was like? >> very stunned. i know that is kind of an obvious thing to say, but everybody was just stunned. that turned into anger really quickly. but a goo
that rooftop was part of the initial assessment. >> we do have a lot of questions for the secret service. we will go through those with jonathan and just a moment. cb, thank you. let's bring in shane who was just 40 feet away when those shots rang out. walk us through what you saw, what you heard. >> it was, you know, a huge crowd. everyone was in great spirits. president trump came on stage. the energy was superhigh in the room as he was going through everything. there were several...
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but now the fbi saying it's rather quickly got a hold of it, got into one of these cell phones. jonathan. >> yeah, that is good to know. a lot of information still to come, a lot of questions to be answered. matt finn, thank you from butler, pennsylvania. >> now, some republican lawmakers directly confronted secret service director kimberly cheadle today . tennessee senator marsha blackburn and wyoming senator john barrasso demanded answers as they caught up with her at the republican national convention . this is exactly what you were doing today on the call story. i tell you how many answers you. that is pretty extraordinary video. joining us now, cate monroe, former u.s. marine vet, comms ceo, author of the race to save america. kate, great to have you with us. i want to talk to you about j.d. vance in a minute because of your shared marine background. but first of all, on this, how do you see the security failures there? because clearly, if somebody gets off a shot at a former president at a rally there have been failures, it is a failure in and of itself. >> i feel like it goes pass
but now the fbi saying it's rather quickly got a hold of it, got into one of these cell phones. jonathan. >> yeah, that is good to know. a lot of information still to come, a lot of questions to be answered. matt finn, thank you from butler, pennsylvania. >> now, some republican lawmakers directly confronted secret service director kimberly cheadle today . tennessee senator marsha blackburn and wyoming senator john barrasso demanded answers as they caught up with her at the...
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tell us about your day with the vice president. >> the day has been a movie, jonathan. ched a ride with my vice president back to atlanta on air force two and the first thing she did was greeted me with the biggest bow and hug and told me happy birthday. and then we knew that it was about getting to work. i was able to brief her on not being able to find a venue for the crowds for the rsvp numbers we are getting. we had to cap today's rally at 10,000 participants. but the vice president has been to georgia over 15 times since she has been in office. and we expect many more visits on the map to the white house. because she made it very clear tonight that the road and the path to the white house runs through the peach state. so we are ready to welcome her back to bring the energy. it was a whole vibe in atlanta jonathan. something i have not seen in my time in democratic politics. we had young people who were energized and engaged ready to do the work. ready to continue to have the conversations. so we can lead vice president harris to victory and make her our first ever f
tell us about your day with the vice president. >> the day has been a movie, jonathan. ched a ride with my vice president back to atlanta on air force two and the first thing she did was greeted me with the biggest bow and hug and told me happy birthday. and then we knew that it was about getting to work. i was able to brief her on not being able to find a venue for the crowds for the rsvp numbers we are getting. we had to cap today's rally at 10,000 participants. but the vice president...
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tries to focus on where we can go if we have a reawakening of free speech in this in this country and before we get to those excellent proposals, if i could, jonathan, i'd like to stay with the million, a great hero of mine. and i have to say that there is evidence that big portions liberty were coauthored by. his wife, harriet, too. so she's also a hero of mine, right? so the harm principle think is is very important, but it leaves two questions. one, you started to address, which is what kinds of harm are cognizable for status fying that principle because today it is i think widely accepted according to public opinion polls among college students and faculty members, among many other members of the general public, that even being exposed to an idea or an expression that find offensive or, even that you find wrong, is causing you harm. so we have to police the boundaries of what kinds of harm our cognitive symbol and equally importantly is the degree of connection between the speech and the harm. and that's another that i think was best captured again by holmes brandeis in dissent slash concurrence, what's often called the emergency principle that
tries to focus on where we can go if we have a reawakening of free speech in this in this country and before we get to those excellent proposals, if i could, jonathan, i'd like to stay with the million, a great hero of mine. and i have to say that there is evidence that big portions liberty were coauthored by. his wife, harriet, too. so she's also a hero of mine, right? so the harm principle think is is very important, but it leaves two questions. one, you started to address, which is what...
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after promising a message of unity, trump quickly changing course. jonathan karl in washington. >>> chilling new images and a specific new timeline emerging leading up to the attempted assassination of former president trump. abc news learning an hour before shots were fired, s.w.a.t. snipers and local police spotted the alleged gunman multiple times, calling and texting about his suspicious activity. the rangefinder he was carrying and his location. pierre thomas with new reporting. >>> american journalist evan gershkovich convicted of espionage and sentenced to 16 years in a russian prison. the fast-paced trial lasting only three days. the u.s. calling it a sham. >>> news tonight about a deadly listeria outbreak linked to deli meat. >>> a sneak peek at the giant pandas now on u.s. soil, ready to make their public debut at the san diego zoo.
after promising a message of unity, trump quickly changing course. jonathan karl in washington. >>> chilling new images and a specific new timeline emerging leading up to the attempted assassination of former president trump. abc news learning an hour before shots were fired, s.w.a.t. snipers and local police spotted the alleged gunman multiple times, calling and texting about his suspicious activity. the rangefinder he was carrying and his location. pierre thomas with new reporting....