kailey leinz in for lisa abramowicz. the bond market is closed.bramowicz says i'm not coming to work. jonathan: but it is open in germany, open the u.k., and those bonds are lower, yields are higher. the u.k. joining the likes of new zealand, mexico, brazil, norway, hiking interest rates. tom: price down, yield up. along the way, there's got to be touch points. a german 10-year getting to zero is a huge deal in this 13 crisis. -- in this 13 year crisis. jonathan: can we talk about that $81, $82 handle on wti? we haven't talked about these numbers since the back end of 2014. tom: we have only come back to normal when you adjust for a lot of fancy mass, but i'm sorry, we had a rounded up $85 a barrel on brent crude an hour ago. when do we see $90 a barrel? jonathan: maybe soon. what does that mean politically speaking? the politics of $90, the politics of $100. we got to have a bigger conversation about that, tom. tom: as we dive into earnings season, kailey leinz, what do you see? kailey: it is oil, it is shipping costs. a lot of these retailers ar

tom: kailey leinz, help. lisa: [laughter] he is unimpressed. tom: please explain this. wish i could. we have to think about this conceptually, it is moving toward a cloud performing platform and it does not want to be reliant on the alphabets and amazons out there. couldn't you still have made this push into the meta-verse, couldn't you see that as your company's future and not rebrand it? would facebook have done this if it was not feeling the heat politically and it is kind of trying to muddle what's going on. tom: i would kill to get scott galloway on right now. you have to be kidding me. there it is. a few corrections. michael mckee, and his wonderful explanation of what we are observing in rome, there was a slip of the tongue where he was confusing and presidential view on this issue of abortion and pro-choice, pro-abortion and that, so we apologize for that. the president in support of a pro-choice position. and a correction, somebody was listening at one of those colleges i cannot pronounce in oxford because i am the ugly american, and i butchered the poetry of th

kailey leinz. lisa back with us tomorrow. -.5% on the s&p.s higher in germany by four basis points to -11. we start to have that conversation about the road back to zero. u.s. bond market closed. the fx market euro-dollar 1.1565. up almost 3%, 81 point $66 on wti. the highest since the back end of 2014. tom: oil front and center. the metrics i use is aaa unleaded. it's set at a rather low 3.18. i would calculate 3.58 a gallon is where the pain sits in. on to covid, where i sit things are getting better. where i sit is not the rest of america. it is a world of vaccine protest, whether in rome this weekend, in australia again, and others around the world. the oddity in america of possible vaccine protest by businesses and by their employees. joshua sharfstein joins us from johns hopkins bloomberg school of public health. are you surprised by vaccine protest? joshua: i am not surprised given how polarized the pandemic has been over last year and a half. i think we have to realize that when there are a lot of cases, people see the problem in fron

tom: we would have missed that announcement without kailey leinz. futures up 53, the vix 16.7 two. focus, the bond market. this is bloomberg. >> with the first word news, i'm laura wright. on capitol hill, the head of the house -- committee says a proposal for a billionaire tax will not be part of negotiations on president biden's social spending bill. the ways and means chair says the house is discussing with the senate a brief -- for those earning more than $10 million. senator ron wyden insists it is ahead. tensions over fishing rights keep rising. the british government hit back as france brought its own retaliatory measures. french authorities say they may disrupt the flow of trade with the u.k. and energy supplies to the channel island due to a lack of fishing licenses given to french boats. -- increased its earnings and cash flow targets by the european airplane maker is on a recovery in air travel per airbus is hoping to rally to support a significant increase in jetliner production. shall has set up a more ambitious target for cutting green

get saved by kailey leinz. kailey: this is what i am here for.ing it really simple this morning, earnings winners and losers. ford really blew it out of the water. analysts pointing to a number of surprises. they raise their profit forecast. they are weathering the chip shortage ok, better than other automakers in the third quarter. that stock is up about 9.3% before the bell. a couple of semi companies also beat. it will speed is up -- will speed is up. labor, materials, freight costs, that is true, but they had really strong sales that offset that, and profits beat by 20% higher than what analysts were expecting, so that is up about 1.5%. some companies not so lucky. a number actually missed expectations, one of the be in twilio. -- one of those being twilio. ebay, this is kind of an interesting one. i know you probably were on ebay bidding for antique guitars or first edition books or whatever it is. tom: bowties. kailey: bowties, of course. maybe you were doing that during the pandemic, but may be doing less of it now that the world is openin

for jon, i'm kailey leinz. . up day for the market ahead of tomorrow's jobs report.ll see how much a labor shortage there is out there beyond restaurants. this is bloomberg. ♪ ♪ (announcer) looking for a better way to lose weight and feel good? how about the one with the 98% success rate and the more affordable weight loss solution? that's golo. there are no monthly fees and it's guaranteed to work or you don't pay. how can golo offer all of that? because it's not like any of those diets you've already tried. it's the new way to lose weight. no stimulants, no starving, just results. results you'll keep for life. no more sacrificing to lose weight only to put it back on. no more sacrificing, period. it improves your lifestyle and delivers incredible results. with over 2 million satisfied customers, golo is the new way to lose weight. this is the only program i have ever done that i have never deprived myself of anything. (announcer) if what you're currently doing to lose weight isn't working, or you feel like diets don't work, you're right. don't give up. get golo. go

kailey leinz be of huge help there next week.resident and the first lady at the vatican meeting with pope francis. he greets the gentleman from arch mayor academy of delaware. the vix from a 16 level, some tension to 18.03. stay with us. this is bloomberg. ♪ ♪ >> the dynamics of the spread, the duke -- the difference between the 10 year. it was grandma as they say --gamma, as they say. >> britain much, that's what we are doing and that will be be extent of it. at this is the issue. why has there been so much volatility when nothing is changed. what are economists clinging to to tell the new narrative that we are getting closer to the new normal? >> let's go meta. it's a granular research note. q3 grandma, but then you abruptly reverse to optimism -- q3, but then you abruptly reverse to optimism. >>'s we already know that things like airline numbers and hotel occupancy rates should have been up again after the delta hit. we went from a very stimulated second-quarter, a lot of that money was spent in the second quarter. but it was

jonathan: kailey leinz with us today, tom keene, jonathan ferro.orward to more of that production down the road. tom: you are so sensitive this morning. jonathan: the question i get the most often is " do you actually like each other?" that is pure love! this is bloomberg. ♪ this halloween, xfinity rewards is offering up some spooky-good perks. like the chance to win a universal parks & resorts trip to hollywood or orlando to attend halloween horror nights. or xfinity rewards members, get the inside scoop on halloween kills. just say "watch with" into your voice remote for an exclusive live stream with jamie lee curtis. a q&a with me! join for free on the xfinity app. our thanks your rewards. moving is a handful. no kidding! fortunately, xfinity makes moving easy. easy? -easy? switch your xfinity services to your new address online in about a minute. that was easy. i know, right? and even save with special offers just for movers. really? yep! so while you handle that, you can keep your internet and all those shows you love, and save money while you

we got some movers this morning with kailey leinz. as your cross exit -- your cross asset price action. let's get to those earnings. kailey: ups is one of them. the company lifting its margin outlook. it has really been able to exercise pricing power and lift prices in the face of rooming e-commerce demand, so it is up about 4.5%. ge higher. the key metric for ge is industrial free cash flow. the share is up 1.3%. 3m did get a beat in the third quarter, but they trimmed the top and of their for your earnings outlook because of labor and price pressures, so that stock is slightly lower. eli raised its guidance next to the success of its covid antibody cocktail and the treatment demand for that, so it is up about 0.4%. the other earnings story out overnight, it is a big week for big tech. on facebook, they missed on the top line in terms of the third quarter and the guidance because of apple's privacy rule changes in part, but they also announced a $50 billion share buyback, so facebook is up about 2%. of course, the tech story of yester

jonathan: from new york city, for our audience worldwide, on radio, on tv, alongside tom keene and kailey leinzan ferro. your market down 17 on the s&p, negative zero point 4%. on the nasdaq, down around 0.6%. that was thomas costerg of p ictet. after a difficult payrolls report, he was the man looking for it. he came close to it, just 200,000 away. yields are higher by three or four basis points to -0.115%. a revision from goldman over the weekend for the path forward. the path forward for this year, a small correction. but next year, much more so. tom: let's get to it. our conversation on the state of the american economy, jan hatzius joins us with goldman sachs. i want to fold it into a slow down and the fiscal oomph to america. did you adjust your gdp down because the fiscal party is over, the fiscal punch bowl is being taken away? jan: that is certainly the reason why we think the economy is going to slow quite a bit in 2022. we have it going to just under 2% by the fourth quarter of next year. in the near term, i think there are still some reasons to expect stronger growth. the trend is d

kailey leinz in the caterpillar seat, driving this morning. i really do look at the fact that central banks are in the hot seat as they try to gauge higher inflation at a time of slower growth. tom: lagarde has a lot to address. the headline just breaking across bloomberg on german inflation coming in a little bit above. that is a ginormous number come out to 4.6%. then you've got the key statement i see within all of the mumbo-jumbo of the ecb that ferro's expert on. i don't know why he doesn't. rates at the present lower-level lower level out there somewhere. linda ronstadt song come out there somewhere. lisa: basically, the market is pricing the sin. keep singing, tom. we are going back to a normal of low inflation, and this is what is supporting risk assets. the irony of a bond market that has a bearish outlook on the future actually edifying we are seeing in stocks. tom: this is perfectly framed. a red headline on the bloomberg of 4.6% german inflation, and out there somewhere is to percent inflation, according to the ecb. kailey: and the