a testis time for between myself and my cohost, oliver renick, today.oint outjust want to that we have an anomaly in all of this from many different things, including manufacturing. if the issue of debt was negative yield, you might have thought it was a good sign back to where we were in june and in france, germany, the netherlands, all after japan, which is the largest. try toaces like japan get it to zero. oliver: there was a push to get it back to zero, we saw it inching closer, but there we are with those numbers that are still so high. i'm glad this is in the battle of the charts, because he would be crushing the right now. that is the story of the year in one big chart. however, i do have one that's pretty interesting with the pmi numbers that we have. this is looking at a u.k. pmi manufacturing. 55, beating this year. look at the jump down the keeps getting better. at the same time the blue line shows you the pound versus the euro. here, lower and lower the currency goes, despite resilience in the u.k. because the traders are basing this move lo

oliver: i am older when it -- i am oliver renick. can watch our coverage on twitter every weekday from 4:00 to 5:00 p.m., assuming you are technologically adept at some things -- at such things. oliver could do it without even knowing how. scarlet: thank you oliver renick. let us begin with market minutes. was a not seem like it very interesting day when it comes down to it because of the movement. eight out of 11 major groups finishing down. real estate, the laggard. that is the real set to have been talking about. a little bit of that move toward the defensive. oil prices rising. done real estate has really well this season on earnings, but there were not a out.f earnings they have been driving the mood of equities every day. take a look at the imap on the bloomberg. to see which way ones are moving the most. telecom is the big winner. is the bestea go way to look at earnings in the middle of earnings season. you can find that by industry group and growth as well. scarlet: we have some amazon results coming across the bloomberg wire

oliver: and i am oliver renick.le's plans to push and the smart home, or the automotive plan? let's find out by joining emily chang and brad stone in san francisco. hi, guys. we are here with walter isaacson, ceo of the aspen institute and the author of many, many, many books. you will be on stage with jeff bezos. alexa. i will be like we will try to have an artificial intelligence interview with him. emily: you are speaking today about when bad things happen to good ideas. let's start there. what are examples? walter: i'll give you an example. bezos top of the list. number one. menu use ago, steve case, top of the list, number one. bad things happen. aol-time warner merger. and years later he wasn't even on the list. emily: you are not going to rub it in. [laughter] had stocky, i options in the old time inc. i deserve to rub it in a little bit. longevity on the list might be more secure. walter: it's interesting, you study it everyday. what makes a company survive? twitter five years from now, will it be huge? thos

oliver: i am oliver renick. matt: -- oliver: the question is, "what'd you miss?"att: word of the fbi's renewed investigation sent u.s. shares dropping near session highs. mexico's peso seen as a proxy for market perception. ofwill have full coverage this dramatic development as we count you down to the u.s. closing bell. ♪ scarlet: take a look at where the major indexes stand when the headline growth that the fbi is looking into new e-mails, a leg lower in equity indexes and then they stabilized, they took .nother leg down at its low point the dow jones industrial average was trading at 18,094, and in terms of what that meant for a point drop, that was a 74 point decline. we recovered a big chunk of that. you can see the dow industrials now positive on the day. in terms of volume, it has really been picking up today. the trading participation is now 20% higher than this 20 day average. usually a slow friday -- it's been slow on the political front as well these last couple days. you are looking at the s&p 500 inching back, still off by 2/10 of 1%. oliver: it is a

i'm oliver renick. scarlet: i'm scarlet fu. welcome to "bloomberg markets."rld headquarters in new york for the next hour. we are covering stories from you from san francisco, boston, and washington. we continue to focus on the bond market. 30-year treasuries headed for the worst month in more than a year. we get a fresh outlook from kathleen gaffney in just a moment. we will look ahead to morgan stanley tomorrow. and verizon seems to be growing antsy over the lack of clarity concerning a recent yahoo! data breach could could it jeopardize a deal for yahoo! web assets? abigail doolittle is here with the latest. abigail: we have a nice rally on our hands. the three major averages all higher. nasdaq, tech-heavy nasdaq, leading the way. strength in technology. nasdaq on pace for its best day in a month. as for the spark behind the rally, not exactly clear. we go across asset classes and we have oil trading higher at this time but it has been fluctuating on the day. the bloomberg commodity index is higher but off of its highs. it could act as a tailwind. there ha

oliver: i am oliver renick. viewers we welcome tuning in live on twitter.an watch closing bell coverage live on twitter every day at 4:00 p.m. all of her would be watching it if he weren't on set with me. -- oliver would be watching if he weren't on set with me. oliver: and if twitter weren't down right now. scarlet: good point. then of 11 major groups in s&p 500 were down. telecom the biggest loser. that comes on the heels of some pretty big name deal speculation. oliver: when you look at the day, up-and-down, but there was some pretty good news out there. a few big movers i want to jump into immediately. microsoft had a great day. new highs of about 4.3%. they are doing pretty well. is being welln received by investors. time warner also talking about potential deals with at&t. that, shares up about 8%. substantial move, about 3% loss for at&t. in the broader picture, looking -- rather, the intraday, health care is not doing very well. telecom got hit pretty well. verizon and at&t not doing well. care speculating about what a clinton win will mean. finally

oliver: i am oliver renick's.ch our closing bell coverage on twitter every weekday from 4:00 p.m. to 5:00 p.m.. scarlet: we begin with our market minute. the dow mixed day with closing up by 30 points and the nasdaq losing ground. a pickup in activity. the laggards here once real estate stocks. financials were the best performers. matt: i am taking a look at the imf here. is leden on the screen by financials, industrials, and energy names, real estate, health care and telecoms were the big losers. i like to click into the financials here to see what they did during the day because at the end of the trading session, we got news about brexit. it does not seem to have affected the financials trading here. some banks are going to be losers and some are going to be winners, if indeed banks in london lose passporting rights. at some of theok winners and losers in the stock market today. i must all of the earnings related. chipotle.ks in -- tanked for chipotle. on earnings estimates, but missed on revenue estimates, and

oliver renick is taking on laura keller. ladies first. >> i thought since u.s. up earnings would take us from trading into retail deposits and retail banks. the cht is showing us non-interest-bearing deposits from 2010 up to the third quarter of this year. we are a little bit cut off on one side of the chart. it shows us the non-interest-bearing deposits, which is like your checking accounts that don't pay interest is a consumer, as have been rising over time. each bar represents four of the biggest banks in the u.s. the blue one is wells fargo. that bank has dealt with a lot openingals around unauthorized accounts for customers. it has been the fastest growing bank for deposits. they told us last month new accounts went down 30%. we may see change. as interest rates are on everyone's mind now, brian moynihan told us even when rise we probably will not be getting any more interest paid to us in those accounts. that is a good thing for banks. david: thanks very much. oliver, what do you have? >> i immediately regret not being more topical since banks are the stor

matt: yes and oliver renick is coming on. he has been trouncing the s&p 500 and the sub index. are ready. carol: thank you so much. we are here with the corporate vice president of windows. in the new york studio, good to have you with us. a bunch of announcements today. walk us through them. >> today we shared a vision with microsoft to unlock a new wave of creativity for all of us. on the back of two things, including the major update for windows 10 and some new devices, including surface studio, a new surface book and a surface dial. so starting with windows. three things we wanted to do, enable everyone to capture and create in 3-d. the same way you can take a picture with a digital camera, if you scan something we want you to be able to put it into 3-d. windows 10, this is microsoft paint used by one million people every month. if i want to, i could actually sketch something into this in 3-d with a pen. it is one of the easiest things you can do. this is a huge change. carol: we have our computer now, the camera at the laptop. show us what you are doing. yusef: if i wanted