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Jul 22, 2018
07/18
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jonathan: diana amoa -- i guess that is the sale from bob michele as well.at a pitch from jp morgan today? diana amoa, senior portfolio manager, and bob michele, you'll be sticking with me. in the markets now to check on treasuries through the week, 2's, 10's, and 30's. closing out last week with a yield curve that was flat, flat, flat at about 25 basis points. today, we steepen. into the close of the week, a steeper curve, very slightly through to the end of the week. next up on the program, the final spread. the week ahead, featuring a decision from the ecb and mario draghi. this is "bloomberg real yield." ♪ ♪ jonathan: i'm jonathan ferro. this is "bloomberg real yield." we are live from jpmorgan asset management this week. it is time now for the final spread. coming up over the next week, a rate decision from the european central bank, plus you have a g20 weekend meeting of finance ministers. another round of earnings that includes big tech and european banks, and the latest reading on u.s. gdp. for some quick final thoughts, i am joined again by bob mich
jonathan: diana amoa -- i guess that is the sale from bob michele as well.at a pitch from jp morgan today? diana amoa, senior portfolio manager, and bob michele, you'll be sticking with me. in the markets now to check on treasuries through the week, 2's, 10's, and 30's. closing out last week with a yield curve that was flat, flat, flat at about 25 basis points. today, we steepen. into the close of the week, a steeper curve, very slightly through to the end of the week. next up on the program,...
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Jul 20, 2018
07/18
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diana amoa and bob michele, you are sticking with me. looking at treasury through the week.losing out last week with a yield curve, but it was flat at about 25 basis point. today we steepen. slightly to the end of the week. next up, the final spread, the week ahead. this is "bloomberg real yield." ♪ jonathan: i'm jonathan ferro. this is "bloomberg real yield." we are live from jb morgan asset management. -- a j.p. morgan asset management. never g20 weekend meeting of finance ministers. -- we have a gt -- g20 weekend meaning of finance ministers. i am joined by bob michele. do you believe the federal reserve will raise former times and then close? bob: absolutely. that brings the fund rate to two and three quarters to 3% depending where inflation is. that is a real yield of about one half to 1%. that is still generous by historic fed terms, but not overly accommodative. they will have raised rates for 3.5 years. why not step back and see what other banks are doing and also see how the economy is doing? that takes me to the second conviction -- jonathan: that takes me to the s
diana amoa and bob michele, you are sticking with me. looking at treasury through the week.losing out last week with a yield curve, but it was flat at about 25 basis point. today we steepen. slightly to the end of the week. next up, the final spread, the week ahead. this is "bloomberg real yield." ♪ jonathan: i'm jonathan ferro. this is "bloomberg real yield." we are live from jb morgan asset management. -- a j.p. morgan asset management. never g20 weekend meeting of...
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Jul 20, 2018
07/18
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diana amoa and bob michele, you are sticking with me.going to check on treasury through the week. closing out last week with a yield curve, but it was flat at about 25 basis point. today we steepen. a steeper curve, very slightly through the end of the week. next up, the final spread, the week ahead. featuring a decision from the ecb and mario draghi. this is "bloomberg real yield." ♪ ♪ jonathan: i'm jonathan ferro. this is "bloomberg real yield." we are live from jpmorgan asset management. it is time for the final spread. next week, a rate decision from the european central bank, and we have a g20 weekend meeting of finance ministers. another round of earnings including european banks and stantec -- fintech. i am joined by bob michele. i want to go over your for conviction traits. do you believe the federal reserve will raise former times and then close? bob: absolutely. that brings the fed fund rate to 2.75% to 3% depending where inflation is. that is a real yield of about 0.5% to 1%. that is still generous by historic fed terms, but n
diana amoa and bob michele, you are sticking with me.going to check on treasury through the week. closing out last week with a yield curve, but it was flat at about 25 basis point. today we steepen. a steeper curve, very slightly through the end of the week. next up, the final spread, the week ahead. featuring a decision from the ecb and mario draghi. this is "bloomberg real yield." ♪ ♪ jonathan: i'm jonathan ferro. this is "bloomberg real yield." we are live from...
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Jul 2, 2018
07/18
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diana amoa. vonnie: let's check in with the first word news.st time in decades, mexico has elected a left wing president. he dealt a crushing defeats to business friendly parties who have run the country for decades. he took 53% of the vote. addressromised to poverty but also pledged to respect the central bank's autonomy and avoid raising taxes in the real term. michael cohen is a just think he may cooperate with the special counsel's investigation. he told abc news he puts his family and country first. he also said he will not to be a punching bag as part of anyone's defense strategy. his business activities are being investigated. manhunt is underway for a gangster who escaped from prison by helicopter. three armed men hijacked a helicopter and forth the pilots to land in the prison courtyard for it and then broke into a nearby visiting room to retrieve the suspect. the helicopter was later found burned out and the pilots was unarmed. basketball, lebron james is leaving his home town of cleveland cavaliers. four-yeared to a contract with the
diana amoa. vonnie: let's check in with the first word news.st time in decades, mexico has elected a left wing president. he dealt a crushing defeats to business friendly parties who have run the country for decades. he took 53% of the vote. addressromised to poverty but also pledged to respect the central bank's autonomy and avoid raising taxes in the real term. michael cohen is a just think he may cooperate with the special counsel's investigation. he told abc news he puts his family and...
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Jul 3, 2018
07/18
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it wasn't a publiced am ed amoa. he is not wrong to want to discuss that. my concern is that they will -- it will get overshadowed by so many other major occsecurity issues, including the transformation of the alliance, counterterrorism, russia, all those need to be front and center. the last thing that really worriworr worries me is two days later he will meet putin. what better gift to give putin than for trump to come off a summit that was rife with conflict? >> it will be fascinating to see how this plays out. so important we continue to follow it. appreciate your insight. thank you. >> thank you. >>> still to come, the president sharing optimism about negotiations with north korea, despite new reports from the intelligence community raising red flags about denuclearization talks. >>> a race against time to save a soccer team trapped in a cave. how will these 12 boys and their coach get out? >>> a former epa official speaking with cnn accuse the chief, scott pruitt, of keeping secret schedules to hide controversial meetings from the public. and the safe
it wasn't a publiced am ed amoa. he is not wrong to want to discuss that. my concern is that they will -- it will get overshadowed by so many other major occsecurity issues, including the transformation of the alliance, counterterrorism, russia, all those need to be front and center. the last thing that really worriworr worries me is two days later he will meet putin. what better gift to give putin than for trump to come off a summit that was rife with conflict? >> it will be fascinating...