hi, i'm ozwald. hello ozwald.am, you are a rock- i wasn't going to say it. ♪♪ - [mo] if you're thinking about going back to school, this is for you. ♪ - i ended up spending less money my entire time at snhu than i did in just one year at my other university. - [juan] my time at snhu has given me more confidence. now i can go for that promotion. - if you're ready to go back to school... you can do it. southern new hampshire university has changed my life. and it can change yours too. ♪ - [announcer] visit snhu.edu. jon: this is bloomberg markets. john kerry criticized some u.s. oil producers for not doing their part to combat global warming. he singled out chevron. here's what he said at the bloomberg green festival when asked if big oil companies are on the same page with net zero goals. >> not all of them, no. regrettably. let me be fair. i want to be very fair. exxon mobil is working with us on a plan they have to do an in-kind effort with on the ground training and working with people and being able to be helpf

hi, i'm ozwald. hello ozwald.ck- i wasn't going to say it. ♪♪ you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh guy: this is "bloomberg markets ." coming up, head of u.s. macro joining bloomberg tv at 2:00 p.m. new york time. this is bloomberg. ♪ are we heading to 2%? what is the fed thing tomorrow? howdy room -- how do markets react? without the cpi data today might be a catalyst. i don't think it has been convincing enough in either direction to give us a clear sense going into the fed. let's get a feeling therefore of how we should be thinking about this. john bilton at j.p. morgan asset management joins us now. nice to see you. john: good to see you, too. guy: did today change anything for you? john: not really. it was a confirmation things are moving in a reasonable trajectory. we shouldn't overcook what we think will happen in terms of -- in what sense? guy: the market positioning for inflation to continue to gently glide lower. very easy to manage an understanda