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Jul 12, 2023
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announcer: this is "bloomberg surveillance," with tom keene, jonathan ferro and lisa abramowicz. : good morning for our audience worldwide. this is "bloomberg surveillance," on tv and radio. s&p 500 up by 0.1%. the data is just around the corner. tom: there is a lift on equity but the data and anticipation further may be greater dissipation -- greater disinflation. over the weaker dollar, there is a surging japanese yen. it coalesces around a bond market which signals how important a 30 a.m. is. jonathan: fed officials say there is more work to do. lisa, you wonder if the data at 8:30 a.m. changes the conversation. lisa a: or the message where they want to have a hawkish message at the same time when the ed buck to stay at this level for a longer period of time. they will signal a hawkish rhetoric. are they going to continue if there is decent inflation -- if there is disinflation at the same time? tom: i will not get set -- gets upset at fed officers that missed the tipping point. because by definition, they missed the tipping point. mary daly said, it is ok if they get it wrong
announcer: this is "bloomberg surveillance," with tom keene, jonathan ferro and lisa abramowicz. : good morning for our audience worldwide. this is "bloomberg surveillance," on tv and radio. s&p 500 up by 0.1%. the data is just around the corner. tom: there is a lift on equity but the data and anticipation further may be greater dissipation -- greater disinflation. over the weaker dollar, there is a surging japanese yen. it coalesces around a bond market which signals...
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Jul 19, 2023
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hour, live from new york city for our audience worldwide, this is bloomberg surveillance alongside tom keene, and lisa abramowitz. i'm jonathan ferro. we run things out with mr. solomon, tk, in several minutes. tom: cinelli bassett will give us the details -- chanel he boss look -- sonali basak will give us the details later. jonathan: basically the worst may be over for the investment bank. birds the end of it, it got better -- towards the end of it, it got better. lisa: maybe we have turned the corner in an economy everyone said was going into a recession. the line from all of the banks has been the economy is not going into recession. how much of a tell is this? jonathan: there's a clear divide between the regionals and the big players. we have talked a lot of about western alliance, this morning but that was widely anticipated. tom: it is come up pretty good. as a rule i don't follow 200, 210, but i am interested to see how earnings pullback. jonathan: i can't get away -- i can't wait to get away from the earnings in sala conrad -- silicon valley. it's just a bunch of numbers for me. jus
hour, live from new york city for our audience worldwide, this is bloomberg surveillance alongside tom keene, and lisa abramowitz. i'm jonathan ferro. we run things out with mr. solomon, tk, in several minutes. tom: cinelli bassett will give us the details -- chanel he boss look -- sonali basak will give us the details later. jonathan: basically the worst may be over for the investment bank. birds the end of it, it got better -- towards the end of it, it got better. lisa: maybe we have turned...
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Jul 21, 2023
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announcer: this is "bloomberg surveillance" with tom keene, jonathan ferro, and lisa abramowicz. to friday, congratulations. good morning. this is "bloomberg surveillance" on tv and radio. alongside tom keene, i'm jonathan ferro. we are up 0.25%. big tech on deck. big earnings from alphabet, meta, amazon. the bank of england will be in august. before that we get boj, the ecb, and the federal reserve. tom: we are having fun today. there is a lot going on in the end of july. i agree that the central bank derby reshapes to get into autumn. the one key thing they have -- even the bank of japan -- they are massively data dependent. they're working on wait, wait, wait, and see what the data is. we get the world of disinflation. jonathan: it is the mystery. tom: truly. jonathan: then what? boj, based on our reporting, they will ditch yield curve for how long? that will not happen next week. tom: it is on the others of the world and we are not focused on it. global wall street will tell you this has western ramifications. when boj breaks we see strong yen. this is also in dollar-yen at $1
announcer: this is "bloomberg surveillance" with tom keene, jonathan ferro, and lisa abramowicz. to friday, congratulations. good morning. this is "bloomberg surveillance" on tv and radio. alongside tom keene, i'm jonathan ferro. we are up 0.25%. big tech on deck. big earnings from alphabet, meta, amazon. the bank of england will be in august. before that we get boj, the ecb, and the federal reserve. tom: we are having fun today. there is a lot going on in the end of july. i...
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Jul 17, 2023
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this is bloomberg surveillance on tv and radio alongside tom keene and lisa are -- and lisa abramowicz. tomorrow morning, u.s. retail sales, one to watch this morning, secretary yellen, sitting down with bloomberg's annmarie hordern. tom: incredibly well-timed just beat to the treasure -- secretary-treasurer. we will get to that in a moment here but it is a time where we have financed an investment dovetailing into each other and that is attention of the bull market a lot of bears are getting used to. a little bit of politics there. romaine: starting to feel that --jon: starting to feel that in july. lisa: it really showed -- a lot of consolidation around any not trump candidate. the santos -- ron desantis burning through the cash. how much oxygen do we have left for a candidate to come in for either side? jon: let's talk about a market that is getting crowded, four date any streak on the s&p 500 -- for day winning streak on the s&p 500. we are looking at eight days of euro strength on the u.s. dollar going all the way back to july 20 20, for june 2020, -- tom: i will agree with you th
this is bloomberg surveillance on tv and radio alongside tom keene and lisa are -- and lisa abramowicz. tomorrow morning, u.s. retail sales, one to watch this morning, secretary yellen, sitting down with bloomberg's annmarie hordern. tom: incredibly well-timed just beat to the treasure -- secretary-treasurer. we will get to that in a moment here but it is a time where we have financed an investment dovetailing into each other and that is attention of the bull market a lot of bears are getting...
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Jul 13, 2023
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alongside tom keene and lisa abramowicz, i'm jonathan ferro. yields are aggressively lower. last week on thursday, 5.11% on a two-year. this morning 4.64%, a big turnaround following cpi. tom: i know you have a comment from the cross rate strategist. it is game changer thursday. follows on from what we saw yesterday. what i do not see is a lot of analysis of how yesterday's drama links up with tomorrow's jobs report. jobs report scenario a, b, c, how does the disinflation report folder into that? jonathan: july, done deal for a rate hike. going forward from there, what does september bring, what does jackson hole bring? we need a few more data points to get this federal reserve to change its tune. that was just one data point for them. lisa: likely they're going to continue with hawkish rhetoric. even if underneath they are thinking this is the last one and we can go. we have to tell them that we are going to necessarily go because they want to get long in the rates up. -- long and rates up. jonathan: pepsico, for your organic revenue 10%, they had seen 8%. a lift to the outl
alongside tom keene and lisa abramowicz, i'm jonathan ferro. yields are aggressively lower. last week on thursday, 5.11% on a two-year. this morning 4.64%, a big turnaround following cpi. tom: i know you have a comment from the cross rate strategist. it is game changer thursday. follows on from what we saw yesterday. what i do not see is a lot of analysis of how yesterday's drama links up with tomorrow's jobs report. jobs report scenario a, b, c, how does the disinflation report folder into...
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Jul 18, 2023
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of retrenchment we typically see in front of a recession. >> this is bloomberg surveillance with tom keene lisa abramowicz. tom: an extraordinary rationalization tuesday in the middle of bank earnings. on to goldman sachs tomorrow but more than that, onto the mystery of the rest of american earnings. jon: i want to go to the 12 month forecast of 12 months ago. it is where people thought we would be and we are nowhere close. we are still at 3.5% even with the fed going from zero to 550 and maybe beyond. with the earnings today, to build on what mohamed el-erian was talking about friday. with the bank earnings three-month after a crisis for the regional banks, it is not terrible and not terrible is so much better than what was expected three months that, never mind 12. tom: not only the crisis of the banks a number of months ago but we are in the shadow of the pandemic, the dynamics of the consumer. here is peter monahan -- here is monahan talking about a buoyant american consumer. jon: this is the struggle reading the economy. push it out for services, here we are experiencing the pent up d
of retrenchment we typically see in front of a recession. >> this is bloomberg surveillance with tom keene lisa abramowicz. tom: an extraordinary rationalization tuesday in the middle of bank earnings. on to goldman sachs tomorrow but more than that, onto the mystery of the rest of american earnings. jon: i want to go to the 12 month forecast of 12 months ago. it is where people thought we would be and we are nowhere close. we are still at 3.5% even with the fed going from zero to 550 and...
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Jul 5, 2023
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seen a big credit shock and we will continue to see that. >> this is bloomberg surveillance with tom keene and lisa abramowicz. tom: good morning, everyone. jonathan ferro, lisa abramowicz, and jonathan ferro. jonathan ferro returns and when he returns is a conversation on the path of nation in this week of the jobs report. we heard from jim on monday. the discs of disinflation were inflation comes down and sits there. jonathan: thinks that inflation expectations are bottoming the cycle. he thinks inflation is going to be a lot stickier and even with the recession he's anticipating now as for that recession what recession has been the conversation. because the surprise of the year so far has been this monster performance of equities. nasdaq, s&p, and not just tech sick a look at caribbean. take a look at what is happening with homebuilders. tom: it's great. she's got an entire room with three terminals. jonathan: looking forward to that conversation. these are big moves here today and the federal reserve for starting to talk about more hikes rated tom: we begin q3 here in earnest on this w
seen a big credit shock and we will continue to see that. >> this is bloomberg surveillance with tom keene and lisa abramowicz. tom: good morning, everyone. jonathan ferro, lisa abramowicz, and jonathan ferro. jonathan ferro returns and when he returns is a conversation on the path of nation in this week of the jobs report. we heard from jim on monday. the discs of disinflation were inflation comes down and sits there. jonathan: thinks that inflation expectations are bottoming the cycle....
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Jul 10, 2023
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announcer: this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. and earnings begin on friday. i am going to call it a quiet essence monday but there is tension in the air. jonathan: wait on the wage growth and unemployment and declining payrolls. tom: wage growth is where she is looking. and you are back to where wage growth goes down and disinflation if it comes down you get flat to actual true wage growth. jonathan: most people looking for a hike. evans at morgan stanley says they think the slowdown you are seeing in jobs will persist ended bar to get the next rate hike will be met. tom: making clear when they cut into 2024 they will cut with a vengeance. what did bonds indicate to you as you came down from the record? lisa: i'm looking at a bond market that looks very similar to where we were before the bank crisis. we have reversed almost all of the declines in yields, expectations of rate cuts. we are now pricing in the terminal 5.4% rate by the federal reserve. this is the tension right now, can stocks keep rising even if bond yields keep ri
announcer: this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. and earnings begin on friday. i am going to call it a quiet essence monday but there is tension in the air. jonathan: wait on the wage growth and unemployment and declining payrolls. tom: wage growth is where she is looking. and you are back to where wage growth goes down and disinflation if it comes down you get flat to actual true wage growth. jonathan: most people looking for a hike. evans at...
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Jul 21, 2023
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matt: i'm not much on twitter, but i was listening to tom keene the other day and he referenced a tweet that you issued about multifamily units under construction climbing to 994,000 in june tied for an all-time high from may of 1973. the economic situation in this country still seem strong you look at labor, housing starts, construction costs coming down. we are starting to build more and more because there are no existing home sales out there. are we set soft landing? are you worried that the fed will have to raise more? guest: the debate on recession versus soft landing is a new wants based on that we had a role in recession because the areas like housing and manufacturing. a lot of the goods categories that were big beneficiaries of the lockdown of the pandemic, those have gone in recession. in the case of housing, we have seen recovery out of what was a housing recession but then housing, there are lots of different dynamics in terms of the supply demand relationship. you mentioned the massive supply demand on the multifamily side. that's a risk factor. it on the single-family home
matt: i'm not much on twitter, but i was listening to tom keene the other day and he referenced a tweet that you issued about multifamily units under construction climbing to 994,000 in june tied for an all-time high from may of 1973. the economic situation in this country still seem strong you look at labor, housing starts, construction costs coming down. we are starting to build more and more because there are no existing home sales out there. are we set soft landing? are you worried that the...
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Jul 6, 2023
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announcer: this is "bloomberg surveillance" with tom keene, jonathan ferro and lisa abramowicz. everyone. an important thursday for economic data. we welcome all of. it begins for 25 hours. jonathan: and tasty runway to july 26 which is the next federal funds meeting. payrolls are tomorrow, cpi is next week we have an adp report in 50 minutes, jobless claims in 25 minutes. tom: this hour, much wash -- must watch and listen for global wall street. it comes from ultra accommodative to accommodative. as dominic talked about, we are at a restricted level and they want to go even more restrictive. jonathan: you have andrew hollenhorst to joins us in 15 minutes and says another hike at this meeting and another at september meeting, and then maybe they are done. we have had this conversation two or three times this year. if that is about to go on pause but we have some people talking about september hikes. tom: we have her jonathan ferro talking about yields at the bloomberg terminal and london in the city and you said the can economy perseveres. jonathan: if you look at the surprise in
announcer: this is "bloomberg surveillance" with tom keene, jonathan ferro and lisa abramowicz. everyone. an important thursday for economic data. we welcome all of. it begins for 25 hours. jonathan: and tasty runway to july 26 which is the next federal funds meeting. payrolls are tomorrow, cpi is next week we have an adp report in 50 minutes, jobless claims in 25 minutes. tom: this hour, much wash -- must watch and listen for global wall street. it comes from ultra accommodative to...
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Jul 26, 2023
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announcer: this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. jonathan: good morning. this is bloomberg surveillance on tv and radio, alongside tom keene and the wonderful bramo back in the hot seat. the s&p 500 slightly negative this morning. after that is higher, microsoft is lower. meta coming up after the closing bell. chairman powell. tom: i will go on to talk about google, microsoft and lvmh. there is a worry that the backdrop for the federal reserve system of the united states of america is a growthiness of america that has been the great miscall of 2023. you can sum it up if you want to give me eight issues. jonathan: you will get a statement and use conference. bramo, welcome back. the first paragraph of the statement and what they say about inflation and the improvement we have seen the last couple months. lisa a: and whether there will be a dissent among raphael bostic among others, and how much you will get from the others alone bow -- others about growth the miss -- growthiness. jonathan: in the middle of two, there was a feeling of
announcer: this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz. jonathan: good morning. this is bloomberg surveillance on tv and radio, alongside tom keene and the wonderful bramo back in the hot seat. the s&p 500 slightly negative this morning. after that is higher, microsoft is lower. meta coming up after the closing bell. chairman powell. tom: i will go on to talk about google, microsoft and lvmh. there is a worry that the backdrop for the federal reserve...
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Jul 11, 2023
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to see more tremors. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and tom keene good morning, on television and radio, it is the slowest tuesday since time began. markets frozen. waiting for cpi wednesday. i am looking at the screen and struggling to get to 8:30 tomorrow morning. jonathan: there is a feeling against tomorrow, the economic data onto cpi, bpi. for many, the week might begin on friday. earnings season kicking off with the big bang, wells fargo. let's see if we get some insight into the u.s. economy in a few days. tom: all in all, it is this idea in the zeitgeist of recession analysis versus soft landing analysis. not that i know what a soft landing is. i don't recall but in the textbooks. jonathan: recession delay not avoided. that is the take over at apollo. the lack of fed hikes will calm down. the light of john williams and the new york fed, the financial times. he says recession is way more likely. in the base case it is not a recession, it is slower growth. tom: dr. williams is qualified to talk about this and that of someone we will listen to.
to see more tremors. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and tom keene good morning, on television and radio, it is the slowest tuesday since time began. markets frozen. waiting for cpi wednesday. i am looking at the screen and struggling to get to 8:30 tomorrow morning. jonathan: there is a feeling against tomorrow, the economic data onto cpi, bpi. for many, the week might begin on friday. earnings season kicking off with the big bang, wells fargo....
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Jul 25, 2023
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i'm alongside tom keene, jonathan ferro. lisa is still out. she will be back tomorrow. e says. jonathan: tech earnings kicking off in a big way. microsoft and alphabet are around the corner after gains of 30% year to date. tom: it will be interesting to see. diving into earnings season. guests coming up are enthusiastic on the upside. one of the great things here is that corporations adapt. we saw that moments ago. those numbers, planning to cut 1000 jobs and what's critical is they only have 9000 employees. that's like a real cut. headlines matter. it's a percentage change on rightsizing. will tech continue to right size? these are the questions on the conference call. jonathan: how much can be do by talking about ai repeatedly? tom: i was polite with anna, but i think you are dead on. ai, yeah?. jonathan: we get to count how many times that phrase comes up. tom: i'm going to cut them slack. i don't think it's nanotechnology, which i thought was bs from the get-go. remember nano? jonathan: it was good. tom: but what i hear from the adults is that if you go out, mark mai
i'm alongside tom keene, jonathan ferro. lisa is still out. she will be back tomorrow. e says. jonathan: tech earnings kicking off in a big way. microsoft and alphabet are around the corner after gains of 30% year to date. tom: it will be interesting to see. diving into earnings season. guests coming up are enthusiastic on the upside. one of the great things here is that corporations adapt. we saw that moments ago. those numbers, planning to cut 1000 jobs and what's critical is they only have...
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Jul 20, 2023
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i am alongside tom keene. some of the action is not in big tech. ing, it is a be in a raise from another homebuilder. tom: a lot of stories about american enterprises, some of the soyuz we have been alluding to our good as well. full disclosure, ancient family connection to the wonderful keycorp. they are not getting it done. it was flat for the last 10 years and they did nothing round trip with all the bank struggles. coming out of this earnings season, is 2023, the year of the roll up. when does it start? i am waiting right now. jonathan: american airlines this morning and the estimate is 159. this is what they see now. this was the range that they had previously seen. there is another one, tk. tom: you are just trying to move up. tom: we will pay attention to the earnings and we are thrilled that we have bloomberg intelligence, among others to help us as well. my data story of the day. jonathan: let's call it 380 by four or five basis points. we are a week away from a federal reserve decision. potentially another hike from this federal reserve. t
i am alongside tom keene. some of the action is not in big tech. ing, it is a be in a raise from another homebuilder. tom: a lot of stories about american enterprises, some of the soyuz we have been alluding to our good as well. full disclosure, ancient family connection to the wonderful keycorp. they are not getting it done. it was flat for the last 10 years and they did nothing round trip with all the bank struggles. coming out of this earnings season, is 2023, the year of the roll up. when...
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Jul 6, 2023
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if we get a number like adp and the payrolls number tomorrow, as i told tom keene, you'll be doing the show from under the desk because everything will be flying around on wall street. alix: mike, thank you. i should point out, tach is down by 1.5%. the belly really taking the brunt here. coming up, we will ask that question, is the fed going to 6%, boe to 7%? kathryn rooney vera of stonex financial joins us next. this is bloomberg. ♪ alix: let's bring in our question of the day, is the fed going to 6%, is the boe going to 7%? stocks, bonds selling off, the dollar index hitting its highest for the session. joining us now is kathryn rooney vera from stonex financial. good to see you in person. what do you think, boe, seven, fed, six? kathryn: there is a chance. boe, 6.5 by march of next year, but given service inflation, consumption of server space, there is good chance we could, central banks could surprise the markets which would be a big downside for equities. alix: -- guy: what do i want to do in this environment? do i just stick it in a money market fund, weight dubai duration, may
if we get a number like adp and the payrolls number tomorrow, as i told tom keene, you'll be doing the show from under the desk because everything will be flying around on wall street. alix: mike, thank you. i should point out, tach is down by 1.5%. the belly really taking the brunt here. coming up, we will ask that question, is the fed going to 6%, boe to 7%? kathryn rooney vera of stonex financial joins us next. this is bloomberg. ♪ alix: let's bring in our question of the day, is the fed...
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Jul 5, 2023
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tom keene hurtled towards me with 1986 this morning. what happened to prices there? to 10, crashed. i would put this the other way around. the saudis have not lost control of the market. they have control and got the saudis on board, except the uae. they said we are not getting involved because we already have a gap between where we are and what we have the desire to produce. guy: apparently they are now saying they're looking to get an increase of the opec-plus quota as well it thank you very much. great coverage out of the an hour. manus cranny, coanchor of daybreak europe. manus thinks the saudis have control of the market. is that right? >> as he said, it is definitely about trying to keep price floor. so far opec-plus has been promising the three cuts announced in the last four months to take supply off the market which has been insufficient to establish this price floor. alix: do we think that is because the demand is not there or because other countries, like the u.s. are continuing to produce and we did not think that what happened? we thought there would be
tom keene hurtled towards me with 1986 this morning. what happened to prices there? to 10, crashed. i would put this the other way around. the saudis have not lost control of the market. they have control and got the saudis on board, except the uae. they said we are not getting involved because we already have a gap between where we are and what we have the desire to produce. guy: apparently they are now saying they're looking to get an increase of the opec-plus quota as well it thank you very...
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Jul 14, 2023
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. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz.ank earnings coming in. this is bloomberg surveillance on tv and radio alongside tom keene and lisa abramowicz i am jonathan ferro. equity futures just turning positive. jp morgan up in the premarket. it is a beat and a raise from jamie dimon and the team. tom: i want to be clear that every bank is a different story. with citibank coming later it will be a different take. this goes back to our conversation with senator warren. in the defense of anyone of any party we need to learn the enormous nest of these banks. they hide it every day. i happen to be looking at the ♪ of points on asset and wealth management with footnotes of weakness because of travel. other than that we have expenses of 8% but revenue up 11%. 3 trillion up on assets under management. even asset management is phenomenal. jonathan: let's get to what jamie dimon had to say. almost all lines are business continued growth. let's park the happy talk. outside of all of that, provisions for credit losses creeping a little b
. >> this is bloomberg surveillance with tom keene, jonathan ferro, and lisa abramowicz.ank earnings coming in. this is bloomberg surveillance on tv and radio alongside tom keene and lisa abramowicz i am jonathan ferro. equity futures just turning positive. jp morgan up in the premarket. it is a beat and a raise from jamie dimon and the team. tom: i want to be clear that every bank is a different story. with citibank coming later it will be a different take. this goes back to our...
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Jul 28, 2023
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. >> this is bloomberg surveillance with tom keene, jonathan ferro and lisa abramowicz. jonathan: good morning. this is bloomberg surveillance on tv and radio. your equity market on the s&p 500 index positive by 0.4%, wrapping up a central bank triple header with the boj shaking up the global bond market. a tweak to yield curve control. lisa: what is this? yield curve, maybe, we are not sure but we will let you know when we get in there and start buying? this is basically the bank of japan conceding around the edges and easing away from edge control, making it more sustainable for the longer term. jonathan: it is a change in tolerance around the band. the upper ceiling, 0.5%. they offered to buy 10 year debt every day at 1%. the line in the sand you would imagine is somewhere in between. there was a report with a strong suggestion this is what we would get this morning. on market moving treasuries yesterday. you sabe yen move yesterday -- saw the yen move yesterday. too early to draw conclusions how this market will perceive the moose from the boj today. lisa: this gives
. >> this is bloomberg surveillance with tom keene, jonathan ferro and lisa abramowicz. jonathan: good morning. this is bloomberg surveillance on tv and radio. your equity market on the s&p 500 index positive by 0.4%, wrapping up a central bank triple header with the boj shaking up the global bond market. a tweak to yield curve control. lisa: what is this? yield curve, maybe, we are not sure but we will let you know when we get in there and start buying? this is basically the bank of...
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Jul 7, 2023
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this is "bloomberg surveillance" on tv and radio alongside tom keene.han pharaoh -- jonathan ferro. the number we are looking for is 230,000. in the previous month, 339,000. the estimate is creeping higher after dominant numbers we saw yesterday. tom: maybe it would be a sleepy july friday. that is at 72 hours ago and with a vengeance for the adp report yesterday. a 1.0 8% real 10-year yield. a tenured nominal yield of 4.6%. jonathan: the two-year yield at 5%, the two-year yield at 4%. all that banking stress. we are talking about a credit crunch, hard landing, and here we are a few days later, not even talking about financial stability. tom: was some fancy work that i cannot keep up with last night, reporting on deposit flows and money market flows. the answer is, i don't think that problem has gone away. when i look at where yields are and look at money market funds a zillion years ago, why cannot not happen again? i am watching money market flows. jonathan: ultimately, we end up with tighter financial conditions, softer lending standards and growth.
this is "bloomberg surveillance" on tv and radio alongside tom keene.han pharaoh -- jonathan ferro. the number we are looking for is 230,000. in the previous month, 339,000. the estimate is creeping higher after dominant numbers we saw yesterday. tom: maybe it would be a sleepy july friday. that is at 72 hours ago and with a vengeance for the adp report yesterday. a 1.0 8% real 10-year yield. a tenured nominal yield of 4.6%. jonathan: the two-year yield at 5%, the two-year yield at...
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Jul 27, 2023
07/23
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. >> this is bloomberg surveillance with tom keene jonathan ferro and lisa abramowicz. jonathan: live from new york city this morning, good morning, good morning for our audience worldwide. this is bloomberg surveillance on tv and radio. your equity market on the s&p 500 is posited by 0.6%. meta-in the premarket absolutely flying once again following earnings yesterday afternoon. with earnings from apple and amazon. we still need to work through the central bank trilogy with the federal bank behind us and the ecb behind us and the ecb behind us in the boj around the country -- around the corner. maximum optionality seems to be the message. lisa: there was no forward guidance which is what people took away from this. basically, they don't know and they don't want to give you a sense of what they will do. people are reading this the way they want to read it and that's what the market is doing this morning. jonathan: here is a quotation -- the fact that they see policies restrictive is dovish. i wonder if they are in the same camp, the belief that growth is picking up agai
. >> this is bloomberg surveillance with tom keene jonathan ferro and lisa abramowicz. jonathan: live from new york city this morning, good morning, good morning for our audience worldwide. this is bloomberg surveillance on tv and radio. your equity market on the s&p 500 is posited by 0.6%. meta-in the premarket absolutely flying once again following earnings yesterday afternoon. with earnings from apple and amazon. we still need to work through the central bank trilogy with the...
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Jul 3, 2023
07/23
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. >> this is bloomberg surveillance with keene -- jonathan ferro, tom keene and lisa abramowicz.ill be off tomorrow, but we are here. lisa and jonathan are on assignment. katie greifeld is back. this says everything about the moment. katie: definitely. july 3, on a holiday monday. it speaks to the uncertainty that is in the economy as we tear down the second half. tom: jim is scheduled to be with us in the second hour. let me get my incidents. the news flow, i guess i have to flip it and go to oil. oil has shifted. brent crude is a moonshine. saudi arabia and russia. katie: some news today on those supply cut but not a big reaction. we were talking about what is price in but you still have oil at these levels, speaking to maybe a recession. tom: we'll get you a brief. you are going to do it on the brief. i think the market is open normally. we will see if that actually happens. the bond market, a two-year yield. i am on the march. the two-year yield is obscenely higher yield than the 10 year. 110 basis point of curve inversion. that is sobering on the fourth of july weekend. oil
. >> this is bloomberg surveillance with keene -- jonathan ferro, tom keene and lisa abramowicz.ill be off tomorrow, but we are here. lisa and jonathan are on assignment. katie greifeld is back. this says everything about the moment. katie: definitely. july 3, on a holiday monday. it speaks to the uncertainty that is in the economy as we tear down the second half. tom: jim is scheduled to be with us in the second hour. let me get my incidents. the news flow, i guess i have to flip it and...
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Jul 31, 2023
07/23
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tom: bloomberg surveillance, lisa abramowicz and tom keene with jonathan ferro on assignment.reakfast at bloomberg, it's pretty fancy. jonathan ferro is getting ready for the next hour and we welcome all of you with mark zandy coming up with an important conversation. on the american economy . right now, the king of whisper data michael mckee is here and a very busy week. what is the whisper number that matters this week? is it mike: mike: jobs or something else? we don't do whispers on a lot of different things the jobs will probably be the most important thing of the week. i'm looking at the whisper number now. isn we do tomorrow and the whisper number is 47 to people think we will have a week number but the number for jobs is 194 at the moment. a little bit lighter but we will get a lot of data this week that will influence what all those late arriving forecast will be. tom: where will we be at 9 a.m. friday given the compendium of data starting with jolts to adp. what do you guess we will feel it 9:00 a.m.? mike: we will feel glad the week is over because it's a very busy
tom: bloomberg surveillance, lisa abramowicz and tom keene with jonathan ferro on assignment.reakfast at bloomberg, it's pretty fancy. jonathan ferro is getting ready for the next hour and we welcome all of you with mark zandy coming up with an important conversation. on the american economy . right now, the king of whisper data michael mckee is here and a very busy week. what is the whisper number that matters this week? is it mike: mike: jobs or something else? we don't do whispers on a lot...
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Jul 25, 2023
07/23
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is 1st, deborah embassy and nuclear lo fi. china and tom di established a military relationship back in 2008. and the us is very keen to deepen its own security relationship with the island. a nation as well. blinking visit to australia will be for the 33rd annual australia united states, ministerial or awesome. and he and defense secretary lloyd austin will discuss with their australian counter parts maritime security, environmental concerns, and economic integration. but there isn't going to be any major initiative coming out of this annual meeting. it's more of a progress check. there might be an opportunity though to discuss the agenda for the upcoming state visit of the australian prime minister later this year. similar issues will be on blank is agenda during his mid week visit to new zealand, but he's also going to engage in what's popularly known as sports diplomacy. the secretary of state will watch the us take on the netherlands during the women's world cup show of soft power during the trip, mainly focused on expanding american military and economic influence. in the endo pacific russel in jordan, els is
is 1st, deborah embassy and nuclear lo fi. china and tom di established a military relationship back in 2008. and the us is very keen to deepen its own security relationship with the island. a nation as well. blinking visit to australia will be for the 33rd annual australia united states, ministerial or awesome. and he and defense secretary lloyd austin will discuss with their australian counter parts maritime security, environmental concerns, and economic integration. but there isn't going to...
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Jul 18, 2023
07/23
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channel kelly keen on the way, but it's tom bower time how. >> now. >> and it appears mr and mrs.e with meghan markle reportedly feeling regretful over harry's hit job memoir spare that threw the royal family under a bus. having already tried distancing themselves from their bogus racism claims in the oprah interview, a royal source now reckons the duchess of sussex has buyer's remorse over harry's book after they were dubbed professional whiners. so tom harwood this does feel a little bit like meghan is trying to distance herself from spare because it was so awful and the americans really turned on her as a result. but what are you heanng? >> well, i'm hearing is that they're facing yet another crisis and the crisis now is really quite profound. they have a crisis of identity, a crisis of purpose and a creeping crisis of purpose and a creeping crisis of fear that they won't have enough cash . i think the real enough cash. i think the real problem for the sussexes is that they really have no idea what they're going to do next. and so what they're really facing is a terrible proble
channel kelly keen on the way, but it's tom bower time how. >> now. >> and it appears mr and mrs.e with meghan markle reportedly feeling regretful over harry's hit job memoir spare that threw the royal family under a bus. having already tried distancing themselves from their bogus racism claims in the oprah interview, a royal source now reckons the duchess of sussex has buyer's remorse over harry's book after they were dubbed professional whiners. so tom harwood this does feel a...
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Jul 19, 2023
07/23
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GBN
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channel kelly keen on the way, but it's tom bower time how. >> now. >> and it appears mr and mrs.ith meghan markle reportedly feeling regretful over harry's hit job memoir spare that threw the royal family under a bus. having already tried distancing themselves from their bogus racism claims in the oprah interview, a royal source now reckons the duchess of sussex has buyer's remorse over harry's book after they were dubbed professional whiners. so tom harwood this does feel a little bit like meghan is trying to distance herself from spare because it was so awful and the americans really turned on her as a result. but what are you heanng? >> well, i'm hearing is that they're facing yet another crisis and the crisis now is really quite profound. they have a crisis of identity, a crisis of purpose and a creeping crisis of purpose and a creeping crisis of fear that they won't have enough cash . i think the real enough cash. i think the real problem for the sussexes is that they really have no idea what they're going to do next. and so what they're really facing is a terrible problem o
channel kelly keen on the way, but it's tom bower time how. >> now. >> and it appears mr and mrs.ith meghan markle reportedly feeling regretful over harry's hit job memoir spare that threw the royal family under a bus. having already tried distancing themselves from their bogus racism claims in the oprah interview, a royal source now reckons the duchess of sussex has buyer's remorse over harry's book after they were dubbed professional whiners. so tom harwood this does feel a little...
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Jul 16, 2023
07/23
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tom? no, i'm keen.hat she has this kind of almost more artistic cinema kind of pedigree and given this and yet she's been given this big toy adaptation, and yet she's been given this big quite toy adaptation, and yet she's been given this big quite interested adaptation, and yet she's been given this big quite interested to aptation, and yet she's been given this big quite interested to apta'what i'm quite interested to see what it out. i'm quite interested to see what it it's out. i'm quite interested to see what it it's intriguing. it'sjust >> it's intriguing. it'sjust all the all the pr around it has made has made it very made it has made it very fascinating sort just look at the telegraph. tom gendered pronouns . so the arts council is pronouns. so the arts council is going to stop using. he she no , going to stop using. he she no, i'm sympathetic to some of this. right. and i know a lot of our viewers and listeners aren't. i think we need to be a little bit more tolerant, but no wonder people get r
tom? no, i'm keen.hat she has this kind of almost more artistic cinema kind of pedigree and given this and yet she's been given this big toy adaptation, and yet she's been given this big quite toy adaptation, and yet she's been given this big quite interested adaptation, and yet she's been given this big quite interested to aptation, and yet she's been given this big quite interested to apta'what i'm quite interested to see what it out. i'm quite interested to see what it it's out. i'm quite...
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Jul 25, 2023
07/23
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ALJAZ
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eye 18
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is 1st deborah embassy and nuclear lo fi. china and tom guy established a military relationship back in 2008. and the us is very keen to deepen its own security relationship with the i want to nation as well. blankets visit to australia will be for the 33rd annual australia united states, ministerial or awesome. and he and defense secretary lloyd austin will discuss with their australia and counter parts, maritime security, environmental concerns, and economic integration. but there isn't going to be any major initiative coming out of this annual meeting. it's more of a progress check. there might be an opportunity though to discuss the agenda for the upcoming state visit of the australian prime minister later this year. similar issues will be on blink as agenda during his mid week visit to new zealand. but he's also going to engage in what's popularly known as sports diplomacy. the secretary of state will watch the us take on the netherlands during the women's world cup show of soft power during the trip, mainly focused on expanding american military and economic influence. in the endo pacific russel in jordan elde
is 1st deborah embassy and nuclear lo fi. china and tom guy established a military relationship back in 2008. and the us is very keen to deepen its own security relationship with the i want to nation as well. blankets visit to australia will be for the 33rd annual australia united states, ministerial or awesome. and he and defense secretary lloyd austin will discuss with their australia and counter parts, maritime security, environmental concerns, and economic integration. but there isn't going...
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1.6K
Jul 7, 2023
07/23
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FOXNEWSW
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tom cruise thinks i should join the church scientology, but he does not age, i'll turn to botox instead. and i don't think he's had work done. i think he ages gracefully. i'm a keene. maybe botox, but who hasn't. >> if you wanted to be saved, would you want an 80-year-old running to the rescue? >> you don't want biden to give you cpr if you are gasping for air? >> i don't know what's creepier, and tom cruise is 5'7", he's a big action star, wrap me in your big strong arms. >> the characters embody the whole man, oo7, i understand the thor superhero but a gravitas. >> tom cruise had the top grossing movie last year, almost by double, "top gun." >> viewers will decide. tom cruise clearly rewarded, "top gun" the movie did not have an agenda, same with the presidency. people want age limits, voters will decide. viewers, voters, they will decide. it's the market. >> that's right. and 007, who is the next -- >> oh lord, i don't go to the move i don't have time. >> i met chris hemsworth at the airport one time. my goodness. >> is he nice? >> very nice. >> female super hero. here is "america reports." don't forget to dvr the show. >> a live look at the white house as we
tom cruise thinks i should join the church scientology, but he does not age, i'll turn to botox instead. and i don't think he's had work done. i think he ages gracefully. i'm a keene. maybe botox, but who hasn't. >> if you wanted to be saved, would you want an 80-year-old running to the rescue? >> you don't want biden to give you cpr if you are gasping for air? >> i don't know what's creepier, and tom cruise is 5'7", he's a big action star, wrap me in your big strong...
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Jul 30, 2023
07/23
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tom harris, data at the harris, director of data at the free speech union. so i'm quite keenear what my panel think about darren. about this. actually darren. okay. is just a story about okay. this is just a story about king's college london in, but i think it's something that we've seen in all our institutions . as seen in all our institutions. as i was saying to tom there, what do of it all? do you make of it all? >> absolutely. i mean, the question there about being asked to read what white people can do next, i would say, well, i'll tell you what, this white person's going to right now. person's going to do right now. tell off, you know, tell you enough off, you know, you race baiter because i think that's much this is. that's what much of this is. it's about making it's it's about making money. it's very be in the very profitable to be in the victim industry , victimhood, victim industry, victimhood, narratives all of narratives and all the rest of it propagating things. but it propagating these things. but but it's bigger than all of that. you mentioned you hit on the n
tom harris, data at the harris, director of data at the free speech union. so i'm quite keenear what my panel think about darren. about this. actually darren. okay. is just a story about okay. this is just a story about king's college london in, but i think it's something that we've seen in all our institutions . as seen in all our institutions. as i was saying to tom there, what do of it all? do you make of it all? >> absolutely. i mean, the question there about being asked to read what...
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Jul 14, 2023
07/23
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tom. but look, mate, i look forward to. to reading your book.thank look forward to. to reading your book. thank you, mike. you are an . uh, not too keencent, but we can work on the accent, but we can work on that's bit of a wide on that. that's a bit of a wide boy, but a boy? essex type accent. no, it's brilliant, mate. an mate. your story should be an inspiration hundreds of inspiration to hundreds of thousands of young people throughout so, throughout the country. so, tommy, . thanks tommy, absolute pleasure. thanks for joining. give my love to the twins shinade shinade twins and shinade shinade is my wife's by the way. so wife's name by the way. so brilliant. kwasi kwarteng come common that. common there, mate. love that. >> partner. yeah see you. >> see you. >> see you. >> but thanks for having >> yeah, but thanks for having me in one bar . >> yeah, but thanks for having me in one bar. get down a free coach for the best pint ever. just told me so . just told me so. >> i'll be back at the same time next week. and my guests include mark francois mp vince cable, former leader of the liberal democrats, gb news presenter kelvin robinso
tom. but look, mate, i look forward to. to reading your book.thank look forward to. to reading your book. thank you, mike. you are an . uh, not too keencent, but we can work on the accent, but we can work on that's bit of a wide on that. that's a bit of a wide boy, but a boy? essex type accent. no, it's brilliant, mate. an mate. your story should be an inspiration hundreds of inspiration to hundreds of thousands of young people throughout so, throughout the country. so, tommy, . thanks tommy,...
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Jul 14, 2023
07/23
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tom. but look, mate, i look forward to. to reading your book.thank look forward to. to reading your book. thank you, mike. you are an . uh, not too keenen on the accent, but we can work on the accent, but we can work on that's bit of a wide on that. that's a bit of a wide boy, but a boy? essex type accent. no, it's brilliant, mate. an mate. your story should be an inspiration hundreds of inspiration to hundreds of thousands of young people throughout so, throughout the country. so, tommy, . thanks tommy, absolute pleasure. thanks for joining. give my love to the twins shinade shinade twins and shinade shinade is my wife's by the way. so wife's name by the way. so brilliant. kwasi kwarteng come common that. common there, mate. love that. >> partner. yeah see you. >> see you. >> see you. >> but thanks for having >> yeah, but thanks for having me in one bar . >> yeah, but thanks for having me in one bar. get down a free coach for the best pint ever. just told me so . just told me so. >> i'll be back at the same time next week. and my guests include mark francois mp vince cable, former leader of the liberal democrats, gb news presenter ke
tom. but look, mate, i look forward to. to reading your book.thank look forward to. to reading your book. thank you, mike. you are an . uh, not too keenen on the accent, but we can work on the accent, but we can work on that's bit of a wide on that. that's a bit of a wide boy, but a boy? essex type accent. no, it's brilliant, mate. an mate. your story should be an inspiration hundreds of inspiration to hundreds of thousands of young people throughout so, throughout the country. so, tommy, ....