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May 31, 2021
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dani: you have two hours with me.e your help because there still is some action to follow. frankfurt is open and milan is open. paris and madrid are open. i could go on and on. or they will be in five minute'' time. futures are down but there is no shortage of news especially a lot of geopolitical stories this morning. they could change the macro picture and we will bring it all to you and then some next. this is bloomberg. ♪this is bloomberg. ♪ matt: welcome back to the european market open. a minute to go until the start of cash equity trading. top headlines. china signals its tolerance for the un's rally -- for the yuan's rally is fading. has the economy's recovery momentum peaked? that was one headline. asian stocks and european futures retreat as investors weigh risk. they will get their next hint with this week's jobs report. and questions about the origins of covid-19 intensify with experts saying china's help is needed and information supporting the wuhan lab leak theory is mounting. dani: as you say the u.k.
dani: you have two hours with me.e your help because there still is some action to follow. frankfurt is open and milan is open. paris and madrid are open. i could go on and on. or they will be in five minute'' time. futures are down but there is no shortage of news especially a lot of geopolitical stories this morning. they could change the macro picture and we will bring it all to you and then some next. this is bloomberg. ♪this is bloomberg. ♪ matt: welcome back to the european market...
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May 11, 2021
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dani: that's the $18 billion question.ost important stores for corporates in 2021. how do the companies expand our of this liquidity -- companies spend all of this liquidity that they have amassed? whether they spend on capital expenditures, if they decide to raise wages, what they do with it means a lot for the economy. amazon saying they will use it f or general corporate purchases. moody's upgrading the company. if they end up spending this on buybacks, it might certainly be a different picture. anna: dani burger with the latest there on amazon and the money it is raising in these markets. are just want to bring to your attention a redhead like -- a red headline. tesla parts -- halts its shanghai land buy plan on u.s.-china tensions. interesting to see a company that has been expanding in china being affected, reportedly at least, by these u.s.-china tensions. we will keep an eye on the as it develops. coming up on the program, a culture clash in the world of swiss banking. we take a look behind the curtain at the chall
dani: that's the $18 billion question.ost important stores for corporates in 2021. how do the companies expand our of this liquidity -- companies spend all of this liquidity that they have amassed? whether they spend on capital expenditures, if they decide to raise wages, what they do with it means a lot for the economy. amazon saying they will use it f or general corporate purchases. moody's upgrading the company. if they end up spending this on buybacks, it might certainly be a different...
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May 12, 2021
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here's dani burger. dani: commerzbank posting a surprise profit. gainers on the stoxx 600 this morning. they are upgrading their full-year outlook, seeing an improvement from last year, where previously they had seen a decline. commerzbank going through this turnaround effort to cut costs, also having strong results and its security division. the complete opposite story of commerzbank this morning is going to be abn amro. it's one of the biggest decliners, following more than 6%. it saw a loss for the first three months of the year. it did set aside and release some of those assets set aside for bad loans. however, they had to pay a hefty fine for weak anti-money laundering control, completely wiping out the profits for the first quarter. looking at other corporate stories, just eat take away also falling in today's. session they are about to face more competition, specifically in the german market. delivery hero returning home, going back to germany for the first time in a couple of years, starting in berlin and expanding outwards. in terms of tha
here's dani burger. dani: commerzbank posting a surprise profit. gainers on the stoxx 600 this morning. they are upgrading their full-year outlook, seeing an improvement from last year, where previously they had seen a decline. commerzbank going through this turnaround effort to cut costs, also having strong results and its security division. the complete opposite story of commerzbank this morning is going to be abn amro. it's one of the biggest decliners, following more than 6%. it saw a loss...
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May 27, 2021
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joining us now is dani burger.beth warren really grilling diamond there, saying all of it is a bunch of baloney. is that the sense that all the other lawmakers put forth to the ceos? dani: it was. that was the most contentious part of the debate they had. baloney or not, all of it was very tense. at points, you could sense the frustration. whether it be jamie dimon giving one or. answers. when he was asked about climate change, he said, can we have a mature conversation? setting the tone was a senator from ohio saying that the nation has been very favorable to the financial industry. it's time that you do the same to the american people. if anything, this panel shows that the banking industry continues to be a political piÑata after getting the bailout from 2008. a lot of these had to do with topics from different senators. some of the more interesting ones, comments about the housing market, gorman from morgan stanley saying that the suburbs look frothy but things are ok. diamond saying there's a bubble. that was
joining us now is dani burger.beth warren really grilling diamond there, saying all of it is a bunch of baloney. is that the sense that all the other lawmakers put forth to the ceos? dani: it was. that was the most contentious part of the debate they had. baloney or not, all of it was very tense. at points, you could sense the frustration. whether it be jamie dimon giving one or. answers. when he was asked about climate change, he said, can we have a mature conversation? setting the tone was a...
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May 18, 2021
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anna: dani burger with the latest.between the east and the west, parts of asia struggles with a pickup in virus cases. let's get more with juliette saly in singapore. juliet, quick developments in the last couple of days. the case rates are still much higher in some developed markets where we are seeing opening up as the dominant narrative and parts of asia. but the culture around handling it has been different from the start. tell us about the way that the virus resurgence is turning up in your parts of the world? juliet: you look in singapore, yesterday we had 21 cases, and that has caused us to go into a partial lockdown, 21 cases in your part of the world would probably be something to celebrate. the concern is that it could pick up in a number of cases in asia, excluding india, as you can see in my chart, and it all happened very quickly. just a few weeks ago we are reporting that singapore was a place to be to whether the pandemic. the complaint is that there are 42 unlinked cases in the past week, up from seven.
anna: dani burger with the latest.between the east and the west, parts of asia struggles with a pickup in virus cases. let's get more with juliette saly in singapore. juliet, quick developments in the last couple of days. the case rates are still much higher in some developed markets where we are seeing opening up as the dominant narrative and parts of asia. but the culture around handling it has been different from the start. tell us about the way that the virus resurgence is turning up in...
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May 10, 2021
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let's look at the stocks on the move with dani burger. dani: one is up nearly nine this morning.r full forecast, markets excited, seeing levels return to 2019 levels. it was really dependent on getting people in the store, on those restrictions, being better. the caveat is yes, we will have this renewed level of learnings assuming restrictions stay here or get better. to the other side, we have the airlines not doing as well today, easyjet falling 2% or more throughout the trading session, right now just under that. there seems to be disappointment, about a dozen countries on their. but to him -- on there. according to morgan stanley, those are 6% of easyjet capacity. it's not that big of a benefit. finally, pointing out the material, the cyclical stocks doing better, the entirety of the energy space, we're seeing those stocks move higher, rio tinto one of the highest contributors. those shares are up nearly 3%. let me show you what the commodities are doing. we have wti. we have gasoline, both of those able to move higher. because of that pipeline that had the cyberattack in the
let's look at the stocks on the move with dani burger. dani: one is up nearly nine this morning.r full forecast, markets excited, seeing levels return to 2019 levels. it was really dependent on getting people in the store, on those restrictions, being better. the caveat is yes, we will have this renewed level of learnings assuming restrictions stay here or get better. to the other side, we have the airlines not doing as well today, easyjet falling 2% or more throughout the trading session,...
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May 13, 2021
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dani burger joins us. dani, what was hot and what was not so much? i do think it's important to do this because in the aggregate level that were hot that might not last. there's this question about whether it's transitory. he fears system of it is not. when you look at airlines, so this is airlines and hotel booking. this is a world getting back to normal. but one of the big contributors this time around that's due to a weird querk is used karen talls. we had all these dealerships who completely qi dated their -- liquidated. that means we've had these prices really rise here. this is something that doesn't seem as sustainable. but to drive home this point. i want to show you one more chart about how much these are contributing to the core c.p.i. because usually these are a fractional contribution but this time around hotels, used auto, awe oren talls as well. you can see their droiks the core c. pimplet i. jumped around 10%. usually it's hovering around zero. so it's contributing more than the other categories which an nmarie tip: is not the case. if
dani burger joins us. dani, what was hot and what was not so much? i do think it's important to do this because in the aggregate level that were hot that might not last. there's this question about whether it's transitory. he fears system of it is not. when you look at airlines, so this is airlines and hotel booking. this is a world getting back to normal. but one of the big contributors this time around that's due to a weird querk is used karen talls. we had all these dealerships who...
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May 3, 2021
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matt: dani burger with some of your stocks to watch.rkets open up here on the continent. it is the may day holiday in the u.k. ireland also shot. trading will commence in germany and other west european countries in just four minutes' time. the open is next. this is bloomberg. ♪ (text chime) (text chime) (text chime) (sighs) (text chime) (chuckles) (text chime) it's the biggest week in television. watchathon week is your chance to finally watch shows you missed for free. now you get to talk about them with your friends, no matter what time it is. say "watchathon" into your voice remote and watch for free matt: welcome back the european market open. a minute to go until the start of trading here on the continent. top headlines. red-hot growth. that is warren buffett on the u.s. and he says the market is seeing almost a buying frenzy. we will get the latest on the oracle of omaha's mistakes and predictions. when inflation issue. janet yellen is relaxed on inflation saying she does not see resident biden's plans causing pressure on that fr
matt: dani burger with some of your stocks to watch.rkets open up here on the continent. it is the may day holiday in the u.k. ireland also shot. trading will commence in germany and other west european countries in just four minutes' time. the open is next. this is bloomberg. ♪ (text chime) (text chime) (text chime) (sighs) (text chime) (chuckles) (text chime) it's the biggest week in television. watchathon week is your chance to finally watch shows you missed for free. now you get to talk...
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May 19, 2021
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dani burger joins us. dani: julius baer called higher this morning. earnings and solid growth when it comes to assets, doing better on costs and margins as well. market expectations were really high when it came to julius baer, but still they had an exceptionally strong performance. progress on cost and capital, they say, is here to stay. the other sector to look out for is going to be autos. we had the big jump in european auto registry, tripling in april. it comes from a low base. one of the things to keep in mind is it is still 14% below the industry average for the month before the pandemic. it does seem like the picture has shifted from the demand picture to the shortage in semi conductors. john lange being bought. this is an and for structure portfolio. this helps kkr beef up that segment. they are based in the u.k., but they have projects throughout the developed world. kkr is going to be offering for for three pence per share, about an 11.5% increase from its close yesterday. anna: dani, thanks very much. mark, it is interesting to think about
dani burger joins us. dani: julius baer called higher this morning. earnings and solid growth when it comes to assets, doing better on costs and margins as well. market expectations were really high when it came to julius baer, but still they had an exceptionally strong performance. progress on cost and capital, they say, is here to stay. the other sector to look out for is going to be autos. we had the big jump in european auto registry, tripling in april. it comes from a low base. one of the...
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May 4, 2021
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dani burger has a rundown on what caught her eye this morning. dani?ani: i think it is already the jeannie being let out of the bottle. the manufacturing report in the u.s. yesterday added to the story of companies that we heard during earnings grappling with the supply chain. i want to go over some of the companies they talked about. there appears to be generalizeation of price across the supply line. i'm worried about getting the materials to support. demand continues to be strong but supply chains hamper our availability and ablingte ability to sell more. that mixed with the price of commodities going to its highest since 2008 shows you what an issue this is. the reaction in the market was swift. you had stronger oil, weaker dollar. the dollar dominating the direction where some of these assets are going. perhaps this has more to do talking about a patchy economic recovery. dollar stronger. with that weak equity story continuing to shine through with inflationary pressures, especially big tech being the more weak out of the future indexes. one thing
dani burger has a rundown on what caught her eye this morning. dani?ani: i think it is already the jeannie being let out of the bottle. the manufacturing report in the u.s. yesterday added to the story of companies that we heard during earnings grappling with the supply chain. i want to go over some of the companies they talked about. there appears to be generalizeation of price across the supply line. i'm worried about getting the materials to support. demand continues to be strong but supply...
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May 25, 2021
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bloomberg's dani burger joins us. dani: start with an earnings one -- an engineering company.ggest gainers. they were able to beat on their earnings, also raising its final dividend as well. we are seeing those shares up more than 4%. that is nothing compared to the move we are seeing in deutsche bonin. it is one of the biggest deals in european real estate. those shares moving higher. it is being bought by vinod via. acquirer down by 4% or so. finally, i brought up argo blockchain. it is a pretty small company listed in london. about $25 million market cap or so. however, it is joining this bitcoin mining counsel. the council talked about by elon musk to promote energy transparency. interesting elon musk not only moving bitcoin, but companies related. for the macro, we do have the offshore you want breaking below the 6.4 level. as markets point out earlier, we want to see if that onshore yuan can do the same thing. you have the weaker dollar, the messaging from china -- perhaps mixed messaging on would they support the yuan in capital inflows. and the u.s. 10 year yield, that
bloomberg's dani burger joins us. dani: start with an earnings one -- an engineering company.ggest gainers. they were able to beat on their earnings, also raising its final dividend as well. we are seeing those shares up more than 4%. that is nothing compared to the move we are seeing in deutsche bonin. it is one of the biggest deals in european real estate. those shares moving higher. it is being bought by vinod via. acquirer down by 4% or so. finally, i brought up argo blockchain. it is a...
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May 13, 2021
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dani burger has a breakdown. dani: burberry reporting earnings.sically in line, with about a drop of 9% when it comes to the fiscal year. quarterly results coming in at the high-end of the range. i have seen burberry close down in most instances. they flagged a lot of margin pressure they are likely to see. they are building a lot more stores. bp another want to keep and i on. they reported earnings. the big headline from them is this a joint venture they are exploring. the idea here is that they want to have more fiber rollout and they want a partner, an outside partner, to do this, so also increasing their forecast and target for the fiber rollout. the big yogurt maker, they are finally selling their stake in a chinese dairy company to appease a lot of disgruntled shareholders. the very fact they are doing this should please a lot of shareholders and allow the stock to go higher. the big thing is they are getting $2 billion from it and they plan to return that $2 billion to shareholders in the form a buybacks. anna: thanks very much. dani burger
dani burger has a breakdown. dani: burberry reporting earnings.sically in line, with about a drop of 9% when it comes to the fiscal year. quarterly results coming in at the high-end of the range. i have seen burberry close down in most instances. they flagged a lot of margin pressure they are likely to see. they are building a lot more stores. bp another want to keep and i on. they reported earnings. the big headline from them is this a joint venture they are exploring. the idea here is that...
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May 28, 2021
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let's get to dani burger.d scratchers but i want to start with the one that is very clear. hsbc. they are selling their retail operations and the u.s. to cafÉ bank. they will keep a few of the shops but that sale sent their shares in hong kong higher as well as those listed in london. nokia is the other one i want to focus on and this is hearken in back to the big meme stock. amc is doing well in the u.s. session. call options are very high. they did well in the u.s. yesterday which seems to be carrying over today. carnival is also doing well. this one is a little odd because our colleagues had flagged travel as a potential sector under pressure with the june 21 international travel reopening in the u.k. possibly in question now but this might have more to do with the value rotation we are seeing more broadly. u.s. futures -- small-cap outperforming carrying through to today's session. nasdaq futures still higher but not as high and the bond market for once agrees with the better economic picture as we see u.s
let's get to dani burger.d scratchers but i want to start with the one that is very clear. hsbc. they are selling their retail operations and the u.s. to cafÉ bank. they will keep a few of the shops but that sale sent their shares in hong kong higher as well as those listed in london. nokia is the other one i want to focus on and this is hearken in back to the big meme stock. amc is doing well in the u.s. session. call options are very high. they did well in the u.s. yesterday which seems to...
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May 5, 2021
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dani burger joins us with a rundown. dani: want to single out travel in europe.higher -- it really is this idea that plans for safe travel and travel in general is coming back. yesterday, we had a virtual meeting of tourism ministers from the g20 nations talking about their approval of vaccine passports. again, travel getting a bid. what is not getting a bid today is going to be delivery hero. we had a group of shareholders sell about $1.4 billion worth of shares, about 9.8 million shares. 3.9% of shares outstanding. really just taking advantage of the big rally delivery hero has seen on the back of that stay-at-home trade. finally, another share we are seeing move higher off the back of earnings is novo nordisk. not only raising the forecast about one percentage point higher for operating profit, but increasing the share of their buyback. europe in general has been benefiting from not having as much tech exposure than the u.s.. we saw that very large tech selloff yesterday. nasdaq futures slightly better today, slightly unchanged more or less. it is not enough t
dani burger joins us with a rundown. dani: want to single out travel in europe.higher -- it really is this idea that plans for safe travel and travel in general is coming back. yesterday, we had a virtual meeting of tourism ministers from the g20 nations talking about their approval of vaccine passports. again, travel getting a bid. what is not getting a bid today is going to be delivery hero. we had a group of shareholders sell about $1.4 billion worth of shares, about 9.8 million shares. 3.9%...
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May 20, 2021
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here is bloomberg's dani burger.ooking to the action, who has been selling and who has been buying? dani: thankfully for all of us, keeping track of the prices, it is remarkable to see. in terms of the driving players, there was a refill flavor to it. we have not seen too much contagion did -- contagion to it. we saw a go out of service for a while. it is also likely, a lot of leveraged players were stopped out. maybe this is more of an institutional aspect. the same kind of calculation done, bitcoin, the volatility numbers are really wild. it would force some people out. you can see bitcoin in the white. these are really big numbers. it will be difficult for anyone to digest. in terms of the buying, you have a lot of the big crypto, the three horsemen of the crypto world. it is continuing to fuel gains today. you have just and son saying, i just bought, he talked about bitcoin. you have would saying she sees it go about 500,000. of course, elon musk, always a tweet from elon musk saying tesla has stopped with bitcoi
here is bloomberg's dani burger.ooking to the action, who has been selling and who has been buying? dani: thankfully for all of us, keeping track of the prices, it is remarkable to see. in terms of the driving players, there was a refill flavor to it. we have not seen too much contagion did -- contagion to it. we saw a go out of service for a while. it is also likely, a lot of leveraged players were stopped out. maybe this is more of an institutional aspect. the same kind of calculation done,...
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May 21, 2021
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dani burger be all across this today. it's her birthday. happy birthday. dani: thank.ill be tracking bitcoin on her birthday. lucky girl. that does it for us. ahead is the european market open. u.s. and european equity futures are looking brighter this morning. we are in the green. the market is looking into the narrative of economic recovery, less on the extent about inflation given what we had in the u.s. yesterday. jobless claims were better than expected. nasdaq futures were rallying this morning. nasdaq blew past the 50 day moving average. optimism at the end of a volatile, busy week. bitcoin now just below 40 k. this is bloomberg. ♪ anna: good morning. welcome to the european open. mark cudmore joins us in singapore to take us through all the market action this hour. the cash trade is less than an hour away. here are your top headlines. stocks push higher amid falling u.s. jobless claims. confidence in the fed's view on inflation. european finance ministers meet in lisbon today in person.
dani burger be all across this today. it's her birthday. happy birthday. dani: thank.ill be tracking bitcoin on her birthday. lucky girl. that does it for us. ahead is the european market open. u.s. and european equity futures are looking brighter this morning. we are in the green. the market is looking into the narrative of economic recovery, less on the extent about inflation given what we had in the u.s. yesterday. jobless claims were better than expected. nasdaq futures were rallying this...
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May 17, 2021
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dani burger joins us with a breakdown. let's start with bayer. dani: to the downside this morning.late on friday after the market closed lost its second appeal over the case that roundup weed killer causes cancer. they are worried it could bring more consumers in. that is down nearly 2.5%. we have a lot of the leisure, a lot of the reopening doing well. we heard from the ryanair ceo. he painted an optimistic picture. they cannot give actual guidance because visibility is so low, but we have ryanair moving higher, and we have most of the travel stocks to the upside as well. carnival is doing a little better in today's trading, so maybe it is that more optimistic viewpoint that has the shares doing better. paring some of those gains, but it still seems to be turning out for a decent day for the travel sector. anna: dani burger with the latest on the stocks that are on the move. a decent day for the travel sector, she says, and that is where we had next. boris johnson says today's easing of lockdown restrictions must be taken with a heavy dose of caution. a ban on international travel
dani burger joins us with a breakdown. let's start with bayer. dani: to the downside this morning.late on friday after the market closed lost its second appeal over the case that roundup weed killer causes cancer. they are worried it could bring more consumers in. that is down nearly 2.5%. we have a lot of the leisure, a lot of the reopening doing well. we heard from the ryanair ceo. he painted an optimistic picture. they cannot give actual guidance because visibility is so low, but we have...
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May 7, 2021
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thanks to dani burger. we saw just behind dani, we saw futures. u.s.eriorating, flat and negative, nasdaq futures on the flatline. we talk about vaccine waivers, and negotiations at the wto. we will get the latest from bloomberg intelligence. that's next. this is bloomberg. ♪ ♪ anna: welcome back to the european market open. european equity markets on the front foot, in particular in germany, up .8% this morning. you can see were some of that is coming from. consumer products and services the biggest gaining stocks there. we were hearing from dani burger in the same sector, up .9%. we don't see many stocks in that sector moving to the downside. just three out of the whole sector of consumer products. we do have some sectors in the negative space, constructive materials, real estate, and utilities. perhaps there's more names and utilities to the downside. let's start about the pharmaceuticals market. a proposal for patent waivers is leading to thorny negotiations at the wto. that is after angela merkel came out against the proposal to waive internationa
thanks to dani burger. we saw just behind dani, we saw futures. u.s.eriorating, flat and negative, nasdaq futures on the flatline. we talk about vaccine waivers, and negotiations at the wto. we will get the latest from bloomberg intelligence. that's next. this is bloomberg. ♪ ♪ anna: welcome back to the european market open. european equity markets on the front foot, in particular in germany, up .8% this morning. you can see were some of that is coming from. consumer products and services...
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May 19, 2021
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annmarie: dani agrees with you.ning, we are seeing, to your point, at least today, risk assets taking a little bit of a leg lower across asia and european and u.s. equity futures. bitcoin at the moment down more than 9%. we will keep an eye on this story. here is a recap of your first word news with annabelle droulers. >> prime minister boris johnson is fleshing out plans to level up the u.k.. he wants to spend 830 million pounds on transforming local town centers. he plans to shift 3000 civil service jobs out of london by 2025. johnson says he wants to seize the opportunity to build back better from the pandemic. president biden is planning a two-week delay for ban on new investments with certain chinese companies. sources tell bloomberg officials are drafting guidance to clarify the trump era policy that confused wall street. the main question is over how the china investment ban applies to subsidiaries. the biden administration wants to give consumers -- rebates for buying electric vehicles. the aim is to help th
annmarie: dani agrees with you.ning, we are seeing, to your point, at least today, risk assets taking a little bit of a leg lower across asia and european and u.s. equity futures. bitcoin at the moment down more than 9%. we will keep an eye on this story. here is a recap of your first word news with annabelle droulers. >> prime minister boris johnson is fleshing out plans to level up the u.k.. he wants to spend 830 million pounds on transforming local town centers. he plans to shift 3000...
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May 21, 2021
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dani burger, thank you for the rundown. go until the start of the european equity trading session. i am looking at futures, european futures tentatively to the upside. maybe the london market weighted down a little. we had some weakness in that sector and the asian session. mark: i don't think we've got any clear direction at the moment in terms of the short-term issues. i think the price action in the last couple of weeks has turned more negative. what's going to happen in the crypto space? one is that going to calm down? there is the ongoing issue of the inflation themes. we have core pc out of the u.s. next week and that will be an issue. people are thinking about how they want to position around those longer-term themes rather than shorter-term catalysts. i do think commodities remain one of the issues for volatility generally in markets at the moment as well. anna: core pc, that will be interesting, despite the fed's focus on unemployment. we know that is what they are closely watching still. hopefully, thursday of nex
dani burger, thank you for the rundown. go until the start of the european equity trading session. i am looking at futures, european futures tentatively to the upside. maybe the london market weighted down a little. we had some weakness in that sector and the asian session. mark: i don't think we've got any clear direction at the moment in terms of the short-term issues. i think the price action in the last couple of weeks has turned more negative. what's going to happen in the crypto space?...
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May 26, 2021
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thanks very much to dani burger.on faces a showdown at its annual meeting today as an activist investors as the company is not moving fast enough on i'm a change -- on climate change. the boardroom battle comes amid what a guest calls a defining moment. eleanor taylor jolidon, union bancaire privÉe cohead of swiss and global equity, stays with us -- still with us. you say that climate risks can significant impact on a company's cash flow. obviously, that is why we have seen a big push to have further climate disclosure from businesses. how are you thinking about this sector at this point? i am thinking about oil majors. do you exclude sectors or do you buy into stocks and try and encourage management to change, as we are seeing from one activist investor with exxon today? eleanor: the short answer to that is both. there certainly are sectors that we do exclude. first of all, esg is not something that is new to the way we invest on the swiss and global equity team at ubp. we have been doing it since 2006. it's incredi
thanks very much to dani burger.on faces a showdown at its annual meeting today as an activist investors as the company is not moving fast enough on i'm a change -- on climate change. the boardroom battle comes amid what a guest calls a defining moment. eleanor taylor jolidon, union bancaire privÉe cohead of swiss and global equity, stays with us -- still with us. you say that climate risks can significant impact on a company's cash flow. obviously, that is why we have seen a big push to have...
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May 14, 2021
05/21
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dani: sage moving to the upside.oward the upper end of their guidance. i'd is inciting positivity. jp morgan raising their guidance on the stock as well. it is also interesting to see the next stock i have for you moving higher and that is the grocery delivery service, ocado. you have to wonder if people are bidding this up in anticipation of more restrictions. including boris johnson's concerns. i wanted to pick out one of those basic resources stocks were talking about. i feel like i have talking about rio tinto every day this week because it has been under significant pressure at the slide in some the commodity prices like iron ore. it is not just rio tinto. the entire space. any sort of the materials, basic resources, energy and oil seem to be under pressure today. anna: rio tinto up 13% year to date despite today's negativity. stocks are back in the green today after a bruising week. above forecast producer prices in the u.s. but signs of a strengthening economic recovery are using some concerns. jobless claims
dani: sage moving to the upside.oward the upper end of their guidance. i'd is inciting positivity. jp morgan raising their guidance on the stock as well. it is also interesting to see the next stock i have for you moving higher and that is the grocery delivery service, ocado. you have to wonder if people are bidding this up in anticipation of more restrictions. including boris johnson's concerns. i wanted to pick out one of those basic resources stocks were talking about. i feel like i have...
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May 10, 2021
05/21
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forget on all the different ways she has not been, what dani said, what is trumpism. if it's defined by these issues, she doesn't fit the bill unless, if you believe the election lie, then she does. >> it's striking to hear house republican leaders talk about how they want somebody who will carry on the message of the republican party which is the message of trumpism. if you're looking for someone who is going to do that on policy, it's actually liz cheney who scores better on that front than someone like elise stefanik in this instance. the things i've heard mirrors what jake has heard. i'll put it like this. it's about the tactics, the way congresswoman cheney of going up against donald trump, even though he's the one that started this with his statement. there are those inside the party who would refer she let that go. she's created in the eyes of some this headache. this is a distraction of members while home on recess were getting questions about this. it keeps getting brought up in the media. i heard a lot about the narrative framing of the media, about how liz
forget on all the different ways she has not been, what dani said, what is trumpism. if it's defined by these issues, she doesn't fit the bill unless, if you believe the election lie, then she does. >> it's striking to hear house republican leaders talk about how they want somebody who will carry on the message of the republican party which is the message of trumpism. if you're looking for someone who is going to do that on policy, it's actually liz cheney who scores better on that front...
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May 3, 2021
05/21
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BLOOMBERG
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dani burger has the lowdown. good to see you. spac me up.ani: it is the annual meeting, the woodstock for capitalists. everybody loves to hear what buffett has to say. it is no surprise he has really concentrated on spacs because you mentioned the cash pile he has, more than $145 billion. i think there are questions as to why he didn't spend that. why didn't he do more acquisitions? he spent a lot of the past year going for buybacks. this is where he glop to onto spacs, saying it is a killer that will not go on forever, but it is where the money is going now and wall street goes where the money is. this is his reason, he says, why it has been harder for him to do deals. these spacs that move quickly, can go in and make a splashy deals and outdo a bargain-hunting buffett. manus: what caught my eye, because everyone is shaking the tree now, but he had the second-highest sale of stocks in that quarter in five years. there are a couple of nuances here. and this translates to a much broader market. income tax is coming, and the question is for a
dani burger has the lowdown. good to see you. spac me up.ani: it is the annual meeting, the woodstock for capitalists. everybody loves to hear what buffett has to say. it is no surprise he has really concentrated on spacs because you mentioned the cash pile he has, more than $145 billion. i think there are questions as to why he didn't spend that. why didn't he do more acquisitions? he spent a lot of the past year going for buybacks. this is where he glop to onto spacs, saying it is a killer...
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May 10, 2021
05/21
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let's bring in dani burger. what was the reaction?e could not get the sustained rally in dogecoin, but i love some of the commentary that is out there. maybe because he bombed on s&l and that is why does going fell. that is a ridiculous thing to say about any assets, be it a joke or not. dogecoin was already falling before the start of the program. maybe the takeaway was not the dogefather can do a skit and people will decide to cash out on the gains we have seen. it was quite the roller coaster ride and traded within a 40% range in his show. this is a ridiculous financial assets, and i do not think it is an insult to say that, because that is the purpose of it area but sunday, we get this tweet from elon musk, taking the meme to its logical conclusion. that is sending dogecoin to the moon. he ended this tweet the same way he ended his s&l sketch. manus: it is all in how you say doge. the theory him -- ethereum is making a record high. what is the name of the dog? annmarie: shiba inu. manus: coin base dropped to its lowest sense the i
let's bring in dani burger. what was the reaction?e could not get the sustained rally in dogecoin, but i love some of the commentary that is out there. maybe because he bombed on s&l and that is why does going fell. that is a ridiculous thing to say about any assets, be it a joke or not. dogecoin was already falling before the start of the program. maybe the takeaway was not the dogefather can do a skit and people will decide to cash out on the gains we have seen. it was quite the roller...
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May 28, 2021
05/21
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annmarie: dani burger, thank you so much for that.logistics -- jd.com has compl (announcer) back pain hurts, and it's frustrating. you can spend thousands on drugs, doctors, devices, and mattresses, and still not get relief. now there's aerotrainer by golo, the ergonomically correct exercise breakthrough that cradles your body so you can stretch and strengthen your core, relieve back pain, and tone your entire body. since i've been using the aerotrainer, my back pain is gone. when you're stretching your lower back on there, there is no better feeling. (announcer) do pelvic tilts for perfect abs and to strengthen your back. do planks for maximum core and total body conditioning. (woman) aerotrainer makes me want to work out. look at me, it works 100%. (announcer) think it'll break on you? think again! even a jeep can't burst it. give the aerotrainer a shot. pain and stress is the only thing you have to lose. get it and get it now. your body will thank you. (announcer) find out more at aerotrainer.com. that's aerotrainer.com. annmarie:
annmarie: dani burger, thank you so much for that.logistics -- jd.com has compl (announcer) back pain hurts, and it's frustrating. you can spend thousands on drugs, doctors, devices, and mattresses, and still not get relief. now there's aerotrainer by golo, the ergonomically correct exercise breakthrough that cradles your body so you can stretch and strengthen your core, relieve back pain, and tone your entire body. since i've been using the aerotrainer, my back pain is gone. when you're...
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May 6, 2021
05/21
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dani burger joins us. dani: equity trading just blew it out of the park.ros put it at the highest. for the most part, banks have had higher trading figures. that could -- that good start means they were able to be on profit. this will not have much impact on shares, but we spoke earlier to them who sent they will work remotely for up to three days a week. another corporate story is air france reports sizable loss and because of that, in order to strengthen their balance sheet, they are thinking about doing some equity offerings, using some instruments. investors will vote on that. we will see if that has any effect on shares. the retailers, more brick and motor and online once are beating the sales, they are updating their forecast. a really strong rebound as people are coming back into stores. of course, the online shopping boom. anna: thank you very much. dani burger with the latest on markets. commodities are very much at the heart of things. we are watching the london market with how they deal with the moves. not all commodities are moving. mark: yes,
dani burger joins us. dani: equity trading just blew it out of the park.ros put it at the highest. for the most part, banks have had higher trading figures. that could -- that good start means they were able to be on profit. this will not have much impact on shares, but we spoke earlier to them who sent they will work remotely for up to three days a week. another corporate story is air france reports sizable loss and because of that, in order to strengthen their balance sheet, they are thinking...
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May 27, 2021
05/21
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here is dani burger. dani: more positive stories today. the most positive story is airbu s. production. boeing suppliers to get ready for this. definitely there is a lofty goal for them. with that, we are seeing suppliers move higher. again, off the back of that positive story, just some context. they currently make -- the goal is over 60. a definite increase. also moving higher in today's trading, it has to do with some executive action. there is an up and stake. when it comes to overall market picture, we get a sense we are starting to enter the summer goal. volume has been pretty low, especially when you look at the u.s.. that may be why we are seeing some of those moves the way they are, we are getting some shortcoming. we are looking at german 10 year yields also around negative basis points. with that line, the rate story is not connected with the equity story. we are seeing nasdaq futures lower this morning. deutsche bank are saying that it is all about earnings, the growth story has not been there. it is all about cyclicals from here on out. small-cap futures are not
here is dani burger. dani: more positive stories today. the most positive story is airbu s. production. boeing suppliers to get ready for this. definitely there is a lofty goal for them. with that, we are seeing suppliers move higher. again, off the back of that positive story, just some context. they currently make -- the goal is over 60. a definite increase. also moving higher in today's trading, it has to do with some executive action. there is an up and stake. when it comes to overall...
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May 31, 2021
05/21
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thank you, bloomberg's dani burger.lcome to you if you are tuning in a more real day -- tuning in on memorial day. let's get to steen jakobsen, my guest from saxo, the cio, sage of all things markets. great to have you with me this morning. we've got a lot to get through over the next hour, so let's just pause for thought. what message do you take away from the pboc raising? is that another measure of tightening? steen: for the chinese right now, they are trying to balance between the commodity price rises coming into the economy, which they want to somehow get a buffer from, and at the same time remain competitive. i don't think the chinese are concerned about being able to do exports because simply, the spillover from in particular the u.s. economy is so strong, that pacitti and china is running at almost 100% -- that capacity in china is running at almost 100%. they don't necessarily see the level as an issue. they just think it's got a little bit out of hand. remember, we are into the quiet period of the no-fly zone
thank you, bloomberg's dani burger.lcome to you if you are tuning in a more real day -- tuning in on memorial day. let's get to steen jakobsen, my guest from saxo, the cio, sage of all things markets. great to have you with me this morning. we've got a lot to get through over the next hour, so let's just pause for thought. what message do you take away from the pboc raising? is that another measure of tightening? steen: for the chinese right now, they are trying to balance between the commodity...
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May 26, 2021
05/21
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what do you read into that, dani?'s almost sort of it test to see if other attorneys general would join in on this as well. part of what makes it sort of novel in terms of a lawsuit is that it is new, but the approach is almost something of an old-school manner in that maybe it something you would expect to be raised against 19th-century railroad baron, for example. not only is it about competition, it's at their forcing prices higher. the allegation is that they will charge a certain merchant of fee and their price has to be raised by amazon. however, if they also raise their fee on another platform, amazon will allegedly bury that merchant's results within the amazon platform, and as we know, that is key for what people buy. let me quickly read to you this response from amazon that says, the d.c. attorney general has it exactly backwards. sellers sell their own -- set their own prices for the products they offer in our store. amazon ended the day up .4%, so it didn't exactly hit the share price. ♪ ♪ look, if your wi
what do you read into that, dani?'s almost sort of it test to see if other attorneys general would join in on this as well. part of what makes it sort of novel in terms of a lawsuit is that it is new, but the approach is almost something of an old-school manner in that maybe it something you would expect to be raised against 19th-century railroad baron, for example. not only is it about competition, it's at their forcing prices higher. the allegation is that they will charge a certain merchant...
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May 4, 2021
05/21
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joining us now is dani burger.residents in washington state, which has various implications in terms of one people divorce. they have the most influential foundation in the world. i have met bill gates. he is an incredible individual with a power to unite the world. what do we know about the state of the marriage? dani: the way that they described it in the divorce filing, they called their marriage irretrievably broken. there was not a lot of details and not a lot of details about their finances. they were very clear that bill gates -- in the tweet that bill gates sent out and a statement by spokesperson that they plan on working together in the foundation. the statement saying that no changes to their role or the organization are planned. they will continue to work together to shape and approve strategies and set the over direction -- overall direction. you have to imagine both of them are certainly known as pragmatists. if they were to split the foundation, that would dilute its overall impact, so that would be
joining us now is dani burger.residents in washington state, which has various implications in terms of one people divorce. they have the most influential foundation in the world. i have met bill gates. he is an incredible individual with a power to unite the world. what do we know about the state of the marriage? dani: the way that they described it in the divorce filing, they called their marriage irretrievably broken. there was not a lot of details and not a lot of details about their...
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May 11, 2021
05/21
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dani burger joins us.tt a lot of attention because it is a huge debt offering and they do not action unit. what are they doing? reporter: in their earnings not too long ago they said they had $75 worth of cash and cash equivalents on their balance sheets. that certainly raises the question -- why? to some degree, the environment is just so favorable to go into the capital markets and take out more debt. for one, treasury yields are still low despite the conversation we have about rising inflation and potentially rising yield. there are still demand out there for corporate debt. in fact, amazon had planned about a $3.5 billion debt offering smaller than what they ended up doing. there's clearly demand there. on the other hand, spreads are so low it does make sense for a lot of these corporate's to go and refinance their debt. amazon is not the only want to take advantage of this picture. which of course is interesting giving so many countries -- given to sony companies took out that during the pandemic. ann
dani burger joins us.tt a lot of attention because it is a huge debt offering and they do not action unit. what are they doing? reporter: in their earnings not too long ago they said they had $75 worth of cash and cash equivalents on their balance sheets. that certainly raises the question -- why? to some degree, the environment is just so favorable to go into the capital markets and take out more debt. for one, treasury yields are still low despite the conversation we have about rising...
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May 20, 2021
05/21
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dani: thank you for that, annmarie. well, look, in the words of crathi wood it's all out -- kathie wood it's all out capitulation. and these outages, it's the retail community as part of it being finance or be it coinbase but these leveraged institutional players that were also west -- reeling for maybe some margin calls. and part of the way you can kind of see that. so this is from t-3. basically the vix or ether, it goes above 100 which is something it hasn't done since february. but look at ether. this is wild. it goes above 200. that's some really extreme volatility that again, suggests this leverage community in the futures market is part of what punished bitcoin. now, as to who's buying, there was a really big support yesterday from sort of the three horsemen of bitcoin and crypto if you will. so we have justin sun on twitter saying i'm buying. i just bought ether and i just bought bitcoin and cathie wood says it's going to $500,000. and elon musk the twetter command of bitcoin saying that tesla has diamond hands.
dani: thank you for that, annmarie. well, look, in the words of crathi wood it's all out -- kathie wood it's all out capitulation. and these outages, it's the retail community as part of it being finance or be it coinbase but these leveraged institutional players that were also west -- reeling for maybe some margin calls. and part of the way you can kind of see that. so this is from t-3. basically the vix or ether, it goes above 100 which is something it hasn't done since february. but look at...
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May 24, 2021
05/21
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metí a este centro y encontraba a dani flores para marcar el primer gol en la historia.n arriba en el marcador cuatro a cero >> pero los angelinos fueron remontando de a poco, iba a poner para irse arriba cinco o cuatro >> iba a tener este volado para que pusiera cifras definitivas. >> los dodgers sí traspasaron la escoba de la casa. conectaba esta línea contra la pared el derecho y tenían dos en la registradora >> con el mercados seis caseros se volaban a guardar con las bases llenas >> esta es la fantástica demostración permitiendo dos carreras la división será una locura >> va a abrir serie antes de despedirme lo quiero invitarte quiero recordar que mañana telemundo deportes le tiene la final de ida de la liga mx femenil las chivas rayadas reciben a los tigres a las 6:55 de la tarde. acompañado de mi compadre. acompañarnos para decidir a las campeonas. >> es todo en los deportes vamos a la pausa y ya regresamos. >> (comerciales) >> 11:00 de la noche es 20 minutos compartimos esta imagen con ustedes como sabemos que los viajeros comienzan a empezar a las terminales par
metí a este centro y encontraba a dani flores para marcar el primer gol en la historia.n arriba en el marcador cuatro a cero >> pero los angelinos fueron remontando de a poco, iba a poner para irse arriba cinco o cuatro >> iba a tener este volado para que pusiera cifras definitivas. >> los dodgers sí traspasaron la escoba de la casa. conectaba esta línea contra la pared el derecho y tenían dos en la registradora >> con el mercados seis caseros se volaban a guardar...
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May 6, 2021
05/21
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alejandro berry y dani nohra una noche de mucho fÚtbol y de mucho box.
alejandro berry y dani nohra una noche de mucho fÚtbol y de mucho box.
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through such again leipsic battled in the 2nd half with dani almost pulling a goal back but don't go and added a 4th goal in the break holland crowding the victory. you're watching t w news eco africa the environment magazine is coming up next. for me and all of us here thanks for watching. the full. here he said come startling. news stations at health clinics. to has often been in short supply. now it is flowing from towns across the country . thanks to solid. africa. d.w. . success dark times in the brazilian coastal city of marcy fire did so on the whole rise and. regional social policy became digital currency and charity projects are shining a light dark sky on the pandemic. 60 minutes w. . i was 15 when i arrived here i slept with people in a room. it was hard. i even got white hair and. benjamin language no not this gives me a little but you need to interrupt the flavor you want to do their story gets her fighting and reliable information for margaret. hello everybody and welcome to cooperate it's great to have you with us i'm krista lem's in lagos nigeria as always welcome bot
through such again leipsic battled in the 2nd half with dani almost pulling a goal back but don't go and added a 4th goal in the break holland crowding the victory. you're watching t w news eco africa the environment magazine is coming up next. for me and all of us here thanks for watching. the full. here he said come startling. news stations at health clinics. to has often been in short supply. now it is flowing from towns across the country . thanks to solid. africa. d.w. . success dark times...
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one in dani. go about it. reflect to now taking out the own channel and that's a much needed boost corona's, as they were never compensated for the effects of the condemning. since they lifted the state of alarm bars and restaurants had steadily extend that the house cookies have largely been canceled and non essential travel between the regions is allowed . again, the lifting of these restrictions was met with wild celebrations in the streets of spain. that outraged many spaniel infection rates across spain are dropping, but here in madrid, this still higher than elsewhere, and hospitals especially feeling the pinch intensive cast off, say that debit occupied after more than a year. that breaking point. some even quitting that job at the cove at ward. this is why people we speak to are cautious. they want to enjoy their new freedoms, but also do so responsibly. one of the 4, this garcia hasn't seen his family in 9 months because of spain, travel pans is planning along over to visit yada. now that
one in dani. go about it. reflect to now taking out the own channel and that's a much needed boost corona's, as they were never compensated for the effects of the condemning. since they lifted the state of alarm bars and restaurants had steadily extend that the house cookies have largely been canceled and non essential travel between the regions is allowed . again, the lifting of these restrictions was met with wild celebrations in the streets of spain. that outraged many spaniel infection...
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door and made it 3 tail before half time through central again life's a battle in the 2nd up with dani almost pulling a goal back but dortmund added a 4th goal on the break with rounding the victory. well joining me now to talk about the german cup final is cress harrington from d.w. sports quest dortmund they were electric in that 1st half what was their secret in the opening round well their secret was asked to leave that's our slogan true love but all jokes aside their dynamic duo jade in-situ and alan holland are among the most talented footballers on the planet right now they're both you know in the uniform jaidyn said show especially has been electric he just scored a brace against army life 5 days ago continues that scoring streak in the final he actually scored 6 goals in the final day the germans. competition the most in the competition in holland was a question mark but you know just the physicality of finishing dorman displayed on the pitch was just too much for the bulls to handle alcohol even jaded sanjo and not to mention marco rice marco has provided 2 assists i think do
door and made it 3 tail before half time through central again life's a battle in the 2nd up with dani almost pulling a goal back but dortmund added a 4th goal on the break with rounding the victory. well joining me now to talk about the german cup final is cress harrington from d.w. sports quest dortmund they were electric in that 1st half what was their secret in the opening round well their secret was asked to leave that's our slogan true love but all jokes aside their dynamic duo jade...
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May 7, 2021
05/21
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. >> hi, dani. hi, malou. >> i want to wish everyone a happy mother's day. >> then, kim is going to show us how to assault your stress. >> for mother's day we're inviting you to relax, breathe and renew and get a little salty at the halo salt spa. >> and vicky is raising the roof. >> check how the this dining room. >> and we're saluting all the mothers here on "california live." >> it's all happening right now on "california live."
. >> hi, dani. hi, malou. >> i want to wish everyone a happy mother's day. >> then, kim is going to show us how to assault your stress. >> for mother's day we're inviting you to relax, breathe and renew and get a little salty at the halo salt spa. >> and vicky is raising the roof. >> check how the this dining room. >> and we're saluting all the mothers here on "california live." >> it's all happening right now on "california...
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even go in the military because he was so stared and yet these guys won't stand up to a draft dodging dani it takes liz cheney to do it liz cheney i salute you and i would never ever thought i would. it's time for our break when we return the governor sits down with a friend of the show gen briny to talk more about u.s. foreign policy will be right back. the world. right now there are. people who are overweight or obese it's the forcible to sell through the seas and sugary and solti of the victims and it's not at the individual level it's not individual willpower and if we go on believing that would never change this obesity epidemic that industry has been insulin sing very deeply the medical and scientific establishment. so what's driving the obesity epidemic it's not over because. i'm holland cook i invite you to climb with me above the main stream media buyer and from the higher fan to each to glimpse the big picture question more. our culture is awash in logs dominated by streams of never ending electronic hallucinations that emerged fiction until they are indistinguishable we have bec
even go in the military because he was so stared and yet these guys won't stand up to a draft dodging dani it takes liz cheney to do it liz cheney i salute you and i would never ever thought i would. it's time for our break when we return the governor sits down with a friend of the show gen briny to talk more about u.s. foreign policy will be right back. the world. right now there are. people who are overweight or obese it's the forcible to sell through the seas and sugary and solti of the...
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even go in the military because he was so stared and yet these guys won't stand up to a draft dodging dani it takes liz cheney to do it liz cheney i salute you when i've never ever thought i would it's time for a break let me return the governor sits down with a friend of the show gen brownie to talk more about u.s. foreign policy will be right back in. the war. issue. hey everyone i'm joined by my old friend mr ellis williams a.k.a. mr big you call me and you tell me you say man i got caught he'll and it work with me here getting out of this whole issue and i know to manufacture wants to use both right now i don't want to do stuff with expensive car right so i gave coffee in a cool cover of a very affordable and there was no more contra to most of the transmission went all month call to through my mechanic they call causal and say my family $21.00 car shield is america's number one auto protection company their administrators have paid out over a 1000000000 dollars in claims and cover most vehicles from 500-215-0000 miles you'll receive 247 roadside assistance courtesy towing rental reimb
even go in the military because he was so stared and yet these guys won't stand up to a draft dodging dani it takes liz cheney to do it liz cheney i salute you when i've never ever thought i would it's time for a break let me return the governor sits down with a friend of the show gen brownie to talk more about u.s. foreign policy will be right back in. the war. issue. hey everyone i'm joined by my old friend mr ellis williams a.k.a. mr big you call me and you tell me you say man i got caught...
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even go in the military because he was so stared and yet these guys won't stand up to a draft dodging dani it takes liz cheney to do it liz cheney i salute you when i never ever thought i would. it's time for our break when we return the governor sits down with a friend of the show gen briny to talk more about u.s. foreign policy will be right back. the world. oh go. by. there's so much going on in the world don't you think when's the last time you had a real bird's eye view of. something new or and just hours of bickering give me 30 minutes i'll take you off the low. right now all the. people who are overweight or obese it's the forcible to sell fruits of those he's crazy and sugary and solti under dictates it's not at the individual level and it's not individual willpower and if we go on believing that would never change this obesity epidemic that industry has been influencing very deeply the medical and scientific establishment. so what's driving the obesity epidemic it's whether we're both as. i'd like to point the host the question with the actually listens to the yes answer and then
even go in the military because he was so stared and yet these guys won't stand up to a draft dodging dani it takes liz cheney to do it liz cheney i salute you when i never ever thought i would. it's time for our break when we return the governor sits down with a friend of the show gen briny to talk more about u.s. foreign policy will be right back. the world. oh go. by. there's so much going on in the world don't you think when's the last time you had a real bird's eye view of. something new...
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my name we're missing all of a lot of minutes just by that it's really annoying if you can see dani and me on the day. so we're going to time call the number and see because i was hiding kind of not working and so sorry. go go go go go. what do you want us to learn pretty. well ok i'm going to think respond. here we go for the journey way how much more can 100 day. term come come. this press one thing with north of you being here during the week i'm here makes me send chills bed. sheets i am out of the fact that you are. going to try and see if it looks good on the charging station. oh. i don't know. we have this one was this one looks after you ok i'm sticking. with the people who put it on you just go ahead and you can see one of these people telling station is now working so hopefully we can actually start charging the car you know and i hope we haven't lost the white same way. stopping at the point there didn't seem to be working with another 7 and then we can take the plug on a job and for the love in addition to what is in the process and could come from johnny no one's going to.
my name we're missing all of a lot of minutes just by that it's really annoying if you can see dani and me on the day. so we're going to time call the number and see because i was hiding kind of not working and so sorry. go go go go go. what do you want us to learn pretty. well ok i'm going to think respond. here we go for the journey way how much more can 100 day. term come come. this press one thing with north of you being here during the week i'm here makes me send chills bed. sheets i am...
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May 5, 2021
05/21
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manus: thanks very much, dani burger on the latest challenges for the agm.nd this year's expo 2020 is live on october 1. we will speak to the -- one ceo on the numbers for q1. this is bloomberg. ♪ manus: it is "bloomberg daybreak: europe." the results are rolling in across the bloomberg, the chemicals company planning for further investment, the energy transition moving away from coal. we have the ceo, friend of the show with us. you are the personification of recovery and ravaging. talk me through how the business is doing, how are things? are you reopening and reemerging stronger? >> thank you very much for having me. resilience, recovery, and rebound. our q1 performance reflects many of the markets we serve. we had volume growth in q1 on haircare, home and personal care. there has been accelerated growth from quarter one to quarter four. we do have some challenge areas, like oil and gas, which are still challenged and will recover later, by 2023-2025. but we've seen improvements. manus: where would you say the biggest price bottlenecks are in your busines
manus: thanks very much, dani burger on the latest challenges for the agm.nd this year's expo 2020 is live on october 1. we will speak to the -- one ceo on the numbers for q1. this is bloomberg. ♪ manus: it is "bloomberg daybreak: europe." the results are rolling in across the bloomberg, the chemicals company planning for further investment, the energy transition moving away from coal. we have the ceo, friend of the show with us. you are the personification of recovery and ravaging....
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May 7, 2021
05/21
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BLOOMBERG
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i can tell you the person who did write that this morning, that's dani burger. time doing market analysis and writing bad puns for me. are we at really at a point where saturday night live is a market event? >> first of all, guilty as charged, i apologize. i am much more comfortable telling you about some esoteric options trade people are doing. i am less used to putting up and elon musk two-week calling himself the -- tweet calling himself the dogefather. this is a market event for anyone who is into doge coin. you by doge coin because it is funny, you have this community behind it. one of my favorite things about doge coin as you have serious people giving takes on it. i just want to show you a comment from one analyst, one strategist, who usually just does macro stuff who said we have to look at saturday night live. he will undoubtedly have a sketch on crypto's that will motivate his army to send doge coin to the moon. anna: we heard from the fed talking about what they see as risks in certain asset classes. they did mention meme stocks, not so much on crypto
i can tell you the person who did write that this morning, that's dani burger. time doing market analysis and writing bad puns for me. are we at really at a point where saturday night live is a market event? >> first of all, guilty as charged, i apologize. i am much more comfortable telling you about some esoteric options trade people are doing. i am less used to putting up and elon musk two-week calling himself the -- tweet calling himself the dogefather. this is a market event for...
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May 5, 2021
05/21
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BLOOMBERG
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this is something dani burger looked at. i think it's important.daq takes it on the chin yesterday. down 1.9%. the kbw banks index, all-time higher 1.4%. what would you think was happening with rates? higher interest rates, not what we got. yields basically where they were yesterday. up about a basis point today. that for me is what was curious about yesterday. obsession over rates but no real movement in rates. tom: the four digits right now. it's been like a rock with the greater negative lower real -- lower yield rates. that has been important as well. we drive forward this conversation. her work at the dallas fed was noted. thank you so much for joining this morning. we get one point x million, 900,000 last month and rounded up, it's a service sector recovery. what does a service sector recovery due to wage inflation? julia: for average hourly earnings we may see a decline on a monthly basis and on an annual basis because there was such a huge shift in the workers that job losses last year were so towards the lower wage workers but it rose stro
this is something dani burger looked at. i think it's important.daq takes it on the chin yesterday. down 1.9%. the kbw banks index, all-time higher 1.4%. what would you think was happening with rates? higher interest rates, not what we got. yields basically where they were yesterday. up about a basis point today. that for me is what was curious about yesterday. obsession over rates but no real movement in rates. tom: the four digits right now. it's been like a rock with the greater negative...
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May 14, 2021
05/21
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BLOOMBERG
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it's dÉjÀ vu -- dani burger. it's dÉjÀ vu from what happened -- of what happened in september.dwork for more restrictions? >> he is at least thing to the public, all options are on the table. he also said that there is no data that suggests that they couldn't go ahead with plans for things to reopen on monday. it brings into question, what's going to happen to that june 21 deadline, when they are set to remove some of that social distancing? what happens to international travel? the roadmap could be different. it's a tough time because the monday reopening means that we are likely to see more spread of virus but at the same time, politically, it's going to be tricky for him. his own party does not want to see the roadmap reverse, essentially. annmarie: another fine line he needs to walk, as we have seen throughout the entire pandemic. what could this mean for the corporate and economic impacts on all this? >> certainly, we have seen in the past with a lot of these lockdowns that it's really the surprise or uncertainty factor that tends to hit companies hard, because there is a
it's dÉjÀ vu -- dani burger. it's dÉjÀ vu from what happened -- of what happened in september.dwork for more restrictions? >> he is at least thing to the public, all options are on the table. he also said that there is no data that suggests that they couldn't go ahead with plans for things to reopen on monday. it brings into question, what's going to happen to that june 21 deadline, when they are set to remove some of that social distancing? what happens to international travel? the...
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May 3, 2021
05/21
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dani formulas for years and the man is icky very long delayed get iti. is an atheist daughter text. it too much. due to very active developer community her to feel as if you don't that. the states much proclaimed affection for all things a slum ic did not find favor with everyone famous monarchist author shall marar wrote of the mosque this trophy of the quranic faith atop sanction we have held represents more than an insult to our past it is a threat to our future but many persians regarded the mosque not as a threat but as something rather exotic and the heart of their capital. been given the word and. even to this day. and members give us the big government they may be needed to do more to recall that it was good about it not by god but also because this is at home but don't believe the possibility. that i stole them a stick does you know the answer is good because most if you break up badly by late tonight that is the phase with a big mess when you say elect you don't know about it live with. us. a little less you will be in need you know you don't fasten on bin. do many of us.
dani formulas for years and the man is icky very long delayed get iti. is an atheist daughter text. it too much. due to very active developer community her to feel as if you don't that. the states much proclaimed affection for all things a slum ic did not find favor with everyone famous monarchist author shall marar wrote of the mosque this trophy of the quranic faith atop sanction we have held represents more than an insult to our past it is a threat to our future but many persians regarded...