. >> kugler supports more rate cuts. speaking at an event at the ecb this morning, kugler says the speed of the cuts will depend on the outlook for information and employment. kugler adding she strongly supported the fed's .50% rate cut last month. >>> meanwhile, boeing and members of the striking union are set to return to the bargaining table today. the company and the union resumed contract talks yesterday with a federal mediator. the 33,000 factory workers under that union have been on strike for nearly a month which stopped the production of the 737 max jet and other planes. we are seeing shares flat in the pre-market, but down about 40% year to date. >>> berkshire hathaway continues to trim its position in bank of america. berkshire selling another 9.6 million shares in recent days for about $383 million. b of a is the third largest holding behind apple and american express at just about 10% of the portfolio. that is right above the threshold required for berkshire to report its stock moves around that bank. frank.

some of it seems to be attributed to a douglas kugler. i wanted to ask you, how do you see today shaping up until we get the fed minutes. are they still relevant after her comments or could they move them? >> they'll look at the minutes. it was a surprise ultimately that we're getting cpi, too, today. that's google news. i do think the markets vary on that share saying if you're willing to cut more, you're going to push the economy more, so -- stimulate the economy more. >> you think the market is going to look at the edmontons. what exactly are they looking for in those minutes in your mind? >> why did they get to the 50 basis points after all? kugler was clear about the risk of the labor market developing. we wanted to get ahead of it. i think that's the key measure. if they're making a big case about that, then you're going to get the repricing. >> by the way, cpi is tomorrow. you scared me. somebody else made a mistake on our team. you're not the only one. a lot of people wanted to get to the weekend. >>> bond yields, something very i

we will listen into adriana kugler in terms of anymore views posted to that blowout jobs number. coming up, sirens sound in tel aviv as fighting escalates on multiple fronts a year into the conflict. we have the latest from the middle east. that is next. this is bloomberg. ♪ tom: welcome back to bloomberg "daybreak: europe." hamas fired a barrage of rockets towards tel aviv yesterday a year after it launched its attacks on israel. sirens sounded across central israel but the military said it intercepted most of the rockets. hezbollah fired 130 five rockets at northern israel while israeli jets carried out heavy bombardment of lebanon. joumanna bercetche joins us. it has been once again a busy 24 hours for this region and more challenges for the people on the ground across this space. what do we know about what has unfolded in the last 24 hours working the one euro since the devastating attacks on seven october? >> october 7 is a day of great significance. what you saw were multiple ceremonies taking place around the world including at the white house. president biden held a candl

we also heard from adriano kugler yesterday talking about this balanced approach. we heard from boston's fed president susan collins, take a listen. susan: looking ahead, preserving the favorable conditions will require adjusting monetary policies so as not to unnecessarily restrain demand. that will require a careful databased approach as we balance the risk. there are risks on both sides. >> this buzz word of balance is catching the markets i because we do not want them to talk about the risk to inflation being in the upside that would dent the equity market. let's look at how equity markets have behaved. we are very close to all-time highs, just a quarter of a percent away. so we could pivot in today's session. we want to hear fed members keep talking about this balanced approach, which makes you think they could look through a possible string of hot economic data, we do not want the market to start thinking about a pause or a skip on the cards if they keep easing through economic data that is the bull case for the equity market. tom: breaking down what we've be

kugler, who is the chief pathologist as israel's national center of forensic medicine. and he tells me me that he is confident that it was a gunshot wound to the head that killed sinwar the cause of this is gunshot wound in the head. >> here's a bullet in his head and there's a severe traumatic brain injury injury from other sources, like a missile oil injury in his right forearm fallen masonry on his left leg, or tie, more and many sharpeners that shrapnel entered his body, but only in the chest. they caused the severe damage but the cause of death is the gunshot wound to the head and i asked the israeli military for comment on that at an israeli military spokesman telling me that they know that there was an exchange of gunfire and that the battle ended with a tank shell being fired at the building. >> but they said they are still working to get more details. but troops involved in the incident are still in combat in the gaza strip. dr. google also told me that the way that they actually confirmed that this was indeed yahya sinwar before his body was even brought to hi

kugler actually confirmed for me that that finger was indeed cut off and sent to israel before sinwar's body was used for dna identification. listen you have a suspicion that this is a uk sinwar and they sent a sample a finger that they cut from his body in order to make the dna profile and after the laboratory here made the profile compared it with the profile that sinwar head in the term that he was serving here as a prisoner so then we could identify him. >> finally, by his dna. after the final unification, then the body arrived here it's about 9:30 yesterday. >> what percentage of certainty do you have based on that dna analysis? >> 100%. 100%? yes me some insights into how sinwar may have spent his final days. >> he said that despite the fact that the belief is he was in tunnels and in a besieged part of the gaza strip that sinwar appear to be of a healthy weight. he was showing no signs of malnourishment as he examined his body. now, as for sinwar's body, it was taken to an undisclosed israeli military location and as these israeli government now decides what to do with that body,

we will hear from mary daly and adriana kugler and raphael bostic. the nasdaq now less than 1% off its all-time high from july. the mag seven and nvidia with the all-time highs. let's bring in erin gibbs with gibbs management. great to see you. >> good morning. >> erin, i want to get to your word of the day. it is tied to the magnificent seven names. >> my word of the day is nuclear. this is all about what the resources we need for the nuclear plants. meaning uranium. that's how i'm playing the many headlines this have been hitting about nuclear programs coming on. >> you have two picks for us to play in the space. we had somebody with the under the radar name. one is etf ticker urf. the other is urnn. i have to say, both are underperforming the market year to date. the last one is actually in the red or fragsctionally higher of that news. i feel all year long, we are talking about the increased need for energy and power data centers and the whole a.i. trade. >> right. a few things will push these stocks up on a longer-term trend and really help with

dani: adriana kugler spoke yesterday and said she is monitoring both hurricane helene and geopoliticalear is they could have an impact on american employment, that risk escalates and uncertainty escalates and the foe would have to move towards neutral more quickly. when you look at the shocks is it still a fed put? is it a fed that will not cut and maybe not as concerned about the inflationary risks, for example, targeting oil capability's by iran? mohamed: the hardest thing is when the external shock from oil prices or the supply disruption in the ports or coming from this awful hurricane down south, the hard thing is when it is s tagflationary. that is when the fed gets into a difficult situation. let's hope 90's potential external shocks -- none of these potential external shocks -- it's hard for the fed to decide what to do. i will have -- i have believed for a long time the economy is fun to mentally sound. they can absorb shocks but cannot absorb a policy mistake. annmarie: when it comes to potential policies and these shocks that dani is talking about the big are known as the co