with kailey leinz and lisa abramowicz. we are negative on the s&p 500 and very slightly negative on the nasdaq. yields are higher by four basis points, and we keep thinking about and talking about, predicting higher interest rates and the federal reserve. we'll go to five for the are, and up to 25 basis points in hike. a two-year will pick up the story. one of the winners of the year so far, the energy sector. on the s&p 500, more than 19% year to date. one name is disappointing this morning. that name is chevron. it is down 3.6%. kailey: a miss on the bottom line earnings coming in at 256. a miss on the upstream business. a miss on the downstream business. i'm talking with my sources at chevron later today. we may miss out on an oil boom that we have seen over the last several months. we are not talking about 90 dale's -- $90 a bale -- a barrel of crude. it will be interesting to see. we have a crossing, and at the top end of the three to $5 billion rate, according to ceo. we are trying to maintain this. prioritize return

kailey leinz knows more about american football then probably anybody else on bloomberg television, sodirect your questions on football to her. jonathan: i did name check you both. what happened yesterday afternoon? kailey: i am not sure any of us know what really happened. to see him strip off his jersey on the sidelines, walk across the end zone shirtless into the locker room in the middle of the game, i don't think anyone knew what had happened there. i think you are right to voice some concern. note the response from the bucs has been he is no longer a number of this team, but i think we will see how that evolves. tom brady probably not thrilled. jonathan: did you see the tom brady interview after the game? he talked about showing him compassion and the importance of friendship. i thought it was pretty interesting, actually. maybe a little bit of insight into what was going on behind the scenes. kailey: and of course, brady was one of the driving forces behind getting antonio brown to the team, so there definitely is a relationship there, but that may indicate there was something e

kailey leinz is in new york -- guy johnson. kailey leinz is in new york.is "bloomberg markets." we have a number of different evens taking place this week that will have a meaningful impact on the outcome of events in ukraine. we have a un meeting currently in session. we are all waiting to see what is going to happen next. russia's ambassador saying that what we have out of the west's megaphone diplomacy. friday, we saw president zelensky talking about the fact that there is no evidence of an imminent invasion. he described the evidence that we have thus far is insufficient. he warned of the west creating panic. let's figure out where we are, what the situation on the ground actually is, and what the response is lovely to be from the various parties involved. julianne smith is the u.s. ambassador tomato, and joins us now -- ambassador to nato, and joins us now. as i say, present siletz key -- president zelensky said there's insufficient evidence of an imminent invasion. he talked of his concern about western authorities creating panic. what is your read o

with lisa abramowicz and kailey leinz, i'm jonathan ferro.ur audience worldwide, on tv and radio, this is bloomberg. ♪ ♪ jonathan: given those apple numbers after the close yesterday, this is probably not the move you were looking for. we are down about zero point 3% on the nasdaq. the s&p we are they get a 0.3%. the bigger waiting on the nasdaq 100, 12% of it. apple can't even get you again this morning on the nasdaq 100. the equity story softer, even worse for the nasdaq. on the year, the s&p 500 down 9% and some. let's take a look at this together. your two-year yield, 1.2181%. we had a move of almost 50 basis points on the year so far in four weeks. on tens, higher by four basis points at 1.8373%. we just keep baking in more hikes. now we are talking about five over at wells fargo. this year, including some balance sheet reduction coming. in the middle of the year, maybe july for the likes of wells, even earlier for others. how far can you push that, and for how long can this ecb said it out. -- ecb sit it out? on the session we are down

from new york, i'm kailey leinz, with guy johnson in london. alix steel is off today. welcome to "bloomberg markets." i think a lot of people are excited to see this january come to a close. guy: it has been a bit of a rocky ride. we certainly had a lot of bumps we hit. you will see some incredible numbers being posted in terms of equity markets. foreign exchange, may little less so. -- maybe a little less so. it will be interesting to see what february looks like. i should probably flag a little piece of news just crossing the screen right now. the canadian prime minister justin trudeau announcing with them the last few minutes that he has recently tested positive for covid-19. i think this is the second time he's had it. i could be wrong about that. but i certainly have a recollection of him having it in 2020. let's get back to the question of the day. what a month january was. we are nearly done with it. what is february going to look like? how bumpy a ride is it going? to be to discuss that -- going to be? to discuss that, we are joined on set in london by kristine

kailey leinz, matt miller, jonathan ferro. ritika: u.s.s greeted the new year with more than 6500 weekend flight cancellations, closing out a bumpy holiday season. a winter storm and staff shortages caused by the spread of the omicron variant helps draws the trouble. many dropped flights are expected for today. an online hong kong media for says it will shut down on tuesday. it is the third pro-democracy outlet to folder just six months. concerns on the rise freedoms in the former british colony are. a national security -- are declining. chinese developers shares dropped following local media reports that the china evergrande group has been ordered to tear down apartment blocks in a province. a local government apparently told evergrande to demolish 39 buildings because the building permit was illegally obtained. tesla delivered more than 308 thousand vehicles worldwide in the fourth quarter, smashing its previous record. the results drove total sales to more than 936,000, about 87% higher than what we saw in 2020. tesla has joined the $1

alongside kailey leinz and that miller, i am jonathan ferro.new york, this is bloomberg. ♪ >> u.s. allies greeted the new year with more than 6.5 thousand weekend -- 600-5000 weekend flight cancellations -- 6500 flight cancellations. the ceos of the two companies say they would -- hong kong's online media portal says it will shut down on tuesday. it is the third pro-democracy outlet to fall in six months. the announcement comes days after it collapsed under national security investigation with seven people arrested. singapore's economic recovery was pushed to its fastest for your growth in more than a decade. gdp grew 2.6%. that pickup helped propel growth . tesla delivered more than 300-8000 vehicles worldwide, crushing its previous record. global news 24 hours a day, on the air, on quicktake, powered by more than 2700 journalists and analysts in more than 120 countries. this is bloomberg. ♪ >> the cdc decided that they would cut that down to five days if the person remains asymptomatic. you are right, there has been some concern about why we

>> i am kailey leinz from bloomberg world headquarters in new york. tch "bloomberg green" on bloomberg tv and online. ♪ >> good morning from the asia-pacific and welcome to "daybreak: australia." i am in hong kong. >> i am in sydney. we are counting you down to asia's market open. china scraps winter olympics ticket sales to the public as the rise in covid cases causes concerns. the central bank could adjust its view of inflation risks. concern over the true scale of the hidden debt steepens. david: good morning to all our viewers joining us across the region. good evening if you are joining us out of the u.s. we will be tracking what has been happening in the credit markets. let's glance at where we are on the earliest indicators. not really a good sense. a little bit higher. i'm being extremely generous. a high close in europe. the next board will show you the real story with yields. the bank of japan comes out in a couple of hours. as far as oil, we are still trading your 2014 highs. more german 10-year bund is close to zero. we will be back in pos

from new york, i'm kailey leinz, with my cohost in london, guy johnson. alix steel is off today. "bloomberg markets bochum to -- welcome to "bloomberg markets." on a macro global yeah, it seems to be -- global level, it seems to be yields driving the headlines. guy: you've got everything in there. you've got the corporate results , the energy story and what is happening on the m&a front. we got a little bit of that out of europe yesterday with the unilever/gsk story. looks like it could still be an interesting year for m&a. there's lots of ways looking at this market. let's talk about the data we are getting because while last week was packed, this week a little light as we build up to the fed next week. we are getting the housing market data from the national association of house builders number. a little light, but not much. we come through at 83 versus 84. a little while ago we were trading in the 90's. we faded that move and then we started to pick back up again. it is going to be interesting to see what a higher-yielding environment is going to do to the housing market. is i

i'm kailey leinz, with my cohost in london, guy johnson. alix steel is off today.elcome to "bloomberg markets." the question is, does it stick? guy: that is the big question everyone is asking themselves. after yesterday, it is unsurprising that you do see something of a stabilization, particularly in equity markets. we are seeing a breather, but there's no way to go in this journey. cameron crise on the bloomberg reading it interesting piece over the last few minutes which he has just published, talking about the fact that at some point, you've got to get your nose out of the spreadsheets and take a look at the price action. it looks like one of those times. he basically has a list of charts you want to pay attention to. you've got the russell, an inverted head and shoulders when it comes to treasuries, you've got what is happening with the s&p, the real yield. there are a whole bunch of charts worth paying attention to. the one i think we will focus on is what is happening with the s&p, which is in and around its 100 day moving average. that has been a great sign

with kailey leinz and lisa abramowicz, i'm jonathan ferro. get back to the fundamentals, focus on the earnings. lvmh has become a difficult story even though the numbers are fantastic. lisa: even though you see that 40% gain from prepend of and could now, when you look at some of the revenues, but then you look at apple, the gains fading in of a managed supply chain issues and posted an amazing quarter. jonathan: you caught up with dan ives of wedbush, the big bull on the equity market for names like apple. he said you can frame this quarter. the single names just aren't returning the gains that some of these are looking for in light of the numbers they are delivering. kailey: that is a thing, this is not just a single name. this is apple, the biggest tighten in this u.s. equity market. those shares are higher, but off session highs, and it is still not enough to provide a sentiment lift to the tech sector more broadly, which brings us back to the question, how much do these fundamentals matter in an environment where we are talking about pot

from new york, i'm kailey leinz, with guy johnson in london. alix steel is off today. welcome to "bloomberg markets." it has been a week that has felt like a month and a month that has felt like a year. thank god it's friday. guy: that certainly should be the tagline for today. one more day to go for this month in terms of trading. this talk about the data breaking on the bloomberg terminal right now, the university of michigan consumer sentiment survey out. . a little fade. i'm surprised it is not more, given the narrative around inflation right now. consumers still feeling relatively perky. 6.2 is the number, down from 6.8. current conditions, 72. a fade from 73 .2. expectations onto 64 point one from 65.9, so across-the-board, both current and future, we are seeing the consumer beginning to back off a little bit in terms of how they are feeling about the world around them. this is where things have changed the least, on the front page of every single newspaper out there at the moment. the president is talking about it day in, day out. when you're inflation expectati

from new york, i am kailey leinz , was guy johnson in london. alix steel is off today. welcome to "bloomberg markets." just about four hours until we get that for decision. what is that going to mean for this equity market? guy: i think we are going to keep a careful eye on what is happening, but in some ways, the main event is happening right now, the news we get out of the back of canada, which has decided to leave rates on hold, despite the fact that the bank of canada is saying economic slack is now "essentially absorbed." it's likely lowered its gdp forecast to 4% in 2022, 3.5% in 2023. inflation forecasts are higher, 4.2% average in 2022. i think we are at 4.8% right now. the main headline is that we do not have a rate hike. the market expected a rate hike. economists thought we would see a story of what we got basically, which is a hold. but the bank of canada removing its exceptional forward guidance, basically saying slack has been absorbed, but we are going to keep benchmark overnight rate at 25 bps. let's talk about this because in some ways, this was going t

. >> ian bremmer and elizabeth economy speaking with kailey leinz and matt miller.utlook on the global chip supply from felix lee. he says the market might swing to oversupply. we ask when that happens. ♪ >> 2021 was a wild year for the chip sector. as well as everything else. everything from iphones to play stations, cars and ultrasound machines need chips and they were not enough of them. automakers estimate shortages cost them $200 billion in sales. apple says it has lost $6 billion in revenue. the unprecedented severity of the chip crunch added geopolitical weight. it showcased how interconnected industries have become an pushed countries to produce domestically. our next guest says chip shortage may turn into a glut in 2024. felix lee, morningstar. where are we in the semiconductor cycle right now considering the supply chain squeeze, demand from vehicles and electric vehicles. do you see this flipping to another supply? >> what we are seeing right now is supply chain constraint up to 2024. because of lack of new capacity. going forward, we see demand from -- s