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Still in the red but a much better picture than it looked this morning. Abigail what a roller coaster on the day and the week. We had big gains from apple and tesla. This week, not so much. Nonetheless, the worst week since june for the s p 500 and the nasdaq 100 since march. The nasdaq down 1. 3 . Pressurehat selling really came off. The new york faang index down 1 at the end of the day. Some of this happened as value money seemed to give a tailwind to the macro sentiment. Yields really backing up on the day. Not confirming the degree of the selloff. I think what we had going on here, technical selling, the moving average, really looking for it in the morning. A very solid test there. The question is, will those nearterm buyers continue to step up . If yes, probably some Choppy Movement to the upside. If not, it could get ugly really fast. On the week, talking about really brutal losses here, the faang index down sharply. However, we do have one bright spot. I was mentioning the cyclicals. Theres one bright spot among the high flyers. That is zoom. Is of the high flyers managing to hold onto gains. Next week is going to be very interesting. Taylor talk to me about that while i have you. Within the nasdaq, higher volatility, looking higher than the reallife volatility. More volatility still to be expected. Abigail if you look at the vix curve, for the s p 500, it is rising right into the election. Vix where folks ,ere expecting big volatility on the s p 500 going into october, november, december, we are looking at closer to 37. That suggests uncertainty around the election. Bonds holding. Yield is literally flat on the week. We are probably going to see lots of bumpy volatility ahead. Taylor Abigail Doolittle keeping us honest on all things tech and volatility. For a closer look at those markets, i want to bring in art hogan, chief market strategist. Talk to me about the action in the last few days. A healthy pullback . I think abigail wrapped things up pretty nicely. That followstember one of the best augusts we have seen in years. Market that went very far, very fast. We had relative strength index on the s p and the nasdaq in the 80s, approaching 90. We had a market that got stretched and was technically overbought. It didnt take much of a Momentum Shift to see this market roll over a bit. That selloff came from a place where most profits where there to be taken. When they start, it happens. I think that is healthy right now. I think abigail set this up nicely. Looking forward, we have as many headwinds as we have tailwinds. When you think about the u. S. China Technology Cold war that is starting and heating up every day, heading into an election cycle, that is important as well. We still have aggressive Monetary Policy and fiscal policy. Taylor i want to talk about the weighting of big tech relative to the rest of the market. There was some concern that if you started to get a rollover in apple, tesla, it had the ability to bring down the rest of the market with it. Did you see that . I think that is a really good point. You could have a healthy rotation into the economically sensitive sectors that have underperformed since march 23 and yet see the s p 500 go lower. That is going to be more impacted by the largecap companies. Any of the financials, the materials names. You could get a significant rebound and still see the s p 500 lower. I think that is probably a healthier place to be. If we have to give up 50 or 100 s p points to have a broader market, that is probably a healthy place to be. Ithink that is logical, but doesnt have to be a zerosum game. Names havese tech just got ahead of themselves. Taylor i heard the minute we got a 5 or 10 pullback, investors are desperate to deploy that cash. You saw that. Prevalentortunity so that that can drive the market higher . I think that is the case. Think about the longerterm projections. 2021ng at this market, is going to be better than 2020 . If that is the case, should i take advantage into this market as we see what we normally see . I would say that is the case. Theres a lot of reasons to think there will be energy exploding into 2021 when we get a lot of vaccine when we get a vaccine and a lot of goods and Services Come back. Volatility, ihat think the selloff, these average selloffs that we typically have, are opportunities to have a better entrylevel. Taylor talk to me about the cyclical bull market. A lot has been made about the highflying tech stocks and growth versus value. Littlee started to see a bit of that rotation out of growth and tech into value. Is that sustainable . Heres the issue. 23,e the lows of march technology has done well. Aboutou think communications, technology, it does well even though the economy is in bad shape. Companies like netflix doing well regardless of the fact that we cant go back to work at restaurants or cruises. All the names that have done a mobilized well in economy. When the economy starts to turn better, the economically sensitive sectors, cyclicals or value, will outperform because they are tied to an improving economy that is actually growing. Right now we have an economy that is in terrible shape. As we turn the calendar and start doing some economic growth, my guess is that will continue for a while. It probably provides a great opportunity. Weve been telling investors for a while, you want to have the Mega Cap Technology Health Care Gains on one side. And on the others, you have the cyclicals. That is going to be a bumpy road. We saw a little bit in june. We are seeing some now. Taylor wonderful. Hogan,ou so much, art National Securities corporation. Coming up, we take a further look at that jobs report. How one company is making the job hunt fun . This is bloomberg. Taylor mark cuban betting that ai can transform the hiring process, investing in a startup. Take it away. Thank you. Thank you for joining us. It is a relevant data have you with the jobs report out. Im wondering what you believe the skills of the future are for the post covid workforce. What are employers telling you . The answer to that question has become obvious given the pace at which our workforce has been changing. The skill of the future is a fastmoving goal post. Jobs willays disappear in the next five years and nearly 62 million jobs will appear in the same timeframe. We all actually have these soft skills or strengths that make us naturally faster learners in roles that fit our strengths. Thoseant to talk about new jobs for a second. Today, we saw a lot of jobs created with the government and logistics and places you would see in this economy. But where do you see those 60 million new jobs coming from . Really across the board. Technology is changing the Technology Field but it is applying to everything across the economy. The real skill of the future is the ability to identify strengths that allow us to maintain a competitive advantage in the rapidly evolving economy from all angles. Im glad you bring up those socalled soft skills. We spoke to the president of Arizona State and he said the hottest thing in the job market is an english or philosophy major that can code. What are the soft skills that you can boil down to what employers are looking for . There are no blanket skills that fit every job. It is very unique to every single role as well as every single company. Research has shown that the soft skills or strengths that people have are the most accurate predictor of future growth performance for any job. It is about finding the strengths and for companies, finding the best benchmark or set of attributes that fit their role and their companys culture. The strength that work for a specific company can vary by department, by team, by actual geographic location. That isg a technology able to identify which soft skills work best for a certain role is the key to unlocking the power of soft skills in the hiring process. Can you explain this unconscious bias among employers . What are employers getting wrong . Unconscious bias is something that is not really a denunciation of any individual. It is really something that is kind of a psychological phenomenon about how we evaluate and process information sequentially or at all. The crazy thing is, it is so obvious from the numbers that we see. Andies show that whitening applicants name on an equivalent resume doubles the callbacks for interviews. People think we are learning soft skill information through interviews. Ourresearch shows that evaluations are made in the first 10 seconds. In the first 10 seconds, the most salient information we glean are things like gender, age, race, and socioeconomic signals. We have recruiting processes which scan for certain top schools or previous impressive work experience. So that is really what is driving the hiring outcomes we see. You can really point back to the resume as being the primary culprit for that phenomenon. That is pretty incredible. A lot of this came out of your work at harvard law school, your worked with the white house. What are you worried about as a lot of this hiring starts to go online instead . I think it is an incredible opportunity. With covid19, millions of talented people have lost their jobs. But ive been saying to everyone for years that this is actually a unique opportunity. One of my more controversial opinions is that i think most people are in the wrong job. This is a conclusion born out of those years of research. We are ever directly exposed to such a small fraction of the possible jobs in the world. Largely as a function of factors like socioeconomic background or what jobs my parents did or a hot job that came to campus when i graduated. It is unlikely that people ever just find the role that matches their unique ability or interest. I believe the most imminent threat to american competitiveness, finding the roles that fit us, this is an opportunity for everyone to have a career pave it and find a role that really fits their ability to compete in this workforce. We want to come back to you another time very soon on how you are finding that skill set matching with employers. Want to bring this back to taylor for some breaking news. News, with that breaking tesla on this news which we thought was going to be added, now falling 3 , as they will not be added to the s p 500. Effectiveges will be prior to the opening of trading on monday, september 21. Paradigm, catalent, moving to the s p 500. Falling nowsla almost 4 . To make surent that you guys stay tuned with us. We are discussing secondquarter results. Can the company keep its momentum . We will have that preview next. This is bloomberg. Zoom, a clear beneficiary of the work from home trend during the pandemic. While zoom reported high earnings, is zoom going to be able to keep up the strong results from the last quarter . I want to bring in nicholas, director of equity research. Nicholas, great to have you. I think the issue and some of the concern is that expectations are so skyhigh for this company. Can they meet those expectations . Thanks for having me. Happy to be here. The entire space has been impacted by covid in a positive way. Some valuations have been going up. Slack and zoom together. Zoom is may be justified. Hand, what wether are seeing is super interesting. Competitors,in slack downloads are down quarter on quarter and they are negative year on year. We found a strong correlation between estimates and reported new customers. , thatthat relationship points toward slowing or deteriorating net new customers going into the quarter. Zoom, theirat downloads are up 2500 year on year and three times quarter on quarter. Microsoft teams was up as well. Looking at the general competition, slack seems to be lagging and losing market share. Taylor im curious about the demand for slack. Demandere still be several quarters out, even if things return to normal . That is a really good question. One of the main issues is that slack was widely used before covid for messaging purposes. When you look at the post covid world, demand for videoconferencing skyrocketed, so zoom is the main beneficiary here. We did see one month of strong download growth in march. That was followed by negative growth each month since then. You will see seasonal trends. ,ypically the Holiday Season and now that vacations are over, we are seeing a pickup in slack engagement in downloads. However, going forward, i dont see anything that would change the declining growth precoronavirus. Slack engagement download growth was deteriorating before coronavirus even happened. Then you had one month of a spike and since then, negative. To be honest, i dont think that is the case. Taylor how much of that download engagement is due to competitors . We talk about Microsoft Teams and slack has huge competition. For sure. Lawsuitactually some going on between slack and microsoft. Slack is accusing microsoft of anticompetition. They are issuing their teams platform for free to retain the microsoft suite and Microsoft Office products. Given the fact that slack cannot afford they have a free platform, but they also have a paid platform. I think the fact that teams is free is going to hinder slack performance going forward. Taylor nicholas, thank you. We are getting the conference from President Trump. Lets listen in. As we begin labor day weekend, americas unprecedented economic recovery continues. You see what is going on. It has been pretty amazing. The United States economy today, million jobs last month 12. 6 million jobs created in just four months, that is a record by far. In august, we added 240,000 andil jobs, 170,000 Leisure Hospitality jobs, 20,000 manufacturing jobs. The Unemployment Rate plummeted to 8. 4 , the second largest single month drop ever recorded, surpassed only by our big decline in june. Last month, we saw large declines in the Unemployment Rate for african americans, hispanic americans, and asian americans. We are witnessing the fastest labor Market Recovery from any economic crisis in history by far. Our last administration had the slowest and worst recovery in american history. States hashe united seen the smallest Economic Contraction of any major western nation and we are recovering at a much faster rate than any other nation. Business confidence is higher today than in any other g7 or e. U. Country. That covers a lot of territory. So the Business Confidence is higher than any of those countries. Reached a newles alltime high. Retail sales. That is a very basic statistic and a big statistic. It not only recovered, but reached the highest level ever. 74 since surged to their april low and are nearly back to their previrus levels. That has been a tremendous thing. Have beenand new cars doing incredibly well. Mortgage applications were higher in august. Homebuilder sentiment reached the highest level on record, indicating that more construction jobs are on the way. Homebuilding has been great. U. S. Manufacturing activity reached a 19 month high in august. While my administration has fought every day to restore prosperity, nancy pelosi the democrats in congress are holding additional china virus h, reasonstage to, u that nobody understands. I think i understand. Speaking of politics, i think north carolina, michigan, and pennsylvania and other states, they should open the states. They should open them now. It is very unfair to the people to have those shutdowns continuing. Democrats are insisting on a massive taxpayer bailout of badly stimulus checks for illegal aliens on the mass release of inmates from jail. They want to release a lot of inmates. Some of them for very serious reasons. They want that as part of this stimulus package, can you believe it . Its time for the democrats in congress to start working across the aisle and put the American People first. An, we have 300 billion in account that we didnt use. 300 billion. That, iilling to use would be willing to release it, subject to congress, and use that as stimulus money. It would go right to the American People. We have 300 billion sitting in an account that we didnt need because things are going so well with the economy. But, it would be a very appropriate thing to release that to the American People. And im willing to do it. All we need is a signoff. That doesnt mean we are going some very prisoners, vicious people actually. We are not going to put them on the streets like the democrats want us to. We are not going to give stimulus checks to illegal aliens. We want to give the checks to the American People. We have 300 million there. We dont need the money. Just let that money get released to the American People. Rebounds,nomy theres only one thing that can stop the comeback and wipe out the future of American Workers and that is what the democrats want to do with a 4 trillion tax hike. Belementing things that will really bad for our country and this will just absolutely cripple what we are doing on regulations and so many other elements of success. We have the greatest economy in history prior to the china virus coming in. Now, they want to stop regulations. They want to bring up regulations to a level to stop the things we are doing that are a much smaller level and bring up regulations to a level no one has ever seen before. They want to do things that will make it impossible for any economy to grow. They want to ban fracking. As you saw, ban, ban. All of a sudden, the polls are going down and now he says i was only talking about not mabybe fanning fracking. It does not matter what he wants to bans. The people that control him, want to ban fracking. Whether it is pennsylvania, texas, north dakota, so many other states. That would be a disaster. Ohio. Want to abolish american energy. Its whats going to happen. Adopt disastrous trade deals and inflict a devastating shutdown. As you know, he said we want to shut it down. We would be willing to shut it down. And you dont shut down when we are setting records. By the way, we are rounding the corner. We are rounding the corner on the virus. Joe bidens blanket shutdown would collapse our economy. Would cause countless deaths from suicide, drug, alcohol abuse, Heart Disease and more. Shutdowns cause a lot of problems. A lot a very serious problems. More so than the virus itself. Bidens plan is not a solution. Its a virtual surrender. Our country is doing so well. We are starting to do so well. I think we will have a great third quarter. The numbers will be announced sometime prior to the election on november 3. Joe spent his entire career sending american jobs to china and other faraway countries. For 47 years, people were pillaging our country, taking our jobs, taking our companies. And, thats never going to change with that mindset and that group. Been is not going to standing up to these foreign countries. Hes not going to be standing up, more importantly, to the people that run the democrat party. He does not have the strength to do that. He refuses even to condemn antifa, ab ad bad group. A farleft a mystic terrorist organization. He does not want to say nothing about about it. Appeasing domestic terrorists is his exact opposite of what im doing. He saw that last night. Yesterday, the u. S. Marshals, we set them in. We were waiting for a local government to take care of it. They didnt do that, so the u. S. Marshals went in. They took down the antifa member who murdered a man in the middle of the street in portland. The suspect was killed after drawing a weapon when officers attempted to take him into custody. The u. S. Marshals, incredible people. So, i want to thank them for their strength, their bravery. I really do wish that the mayor of portland and the governor of oregon would get going and stop the crime in that city. Its so easy to do. While we are focused on creating good paying jobs, the radical left is focused on unleashing really violent mobs. Whether you are conservative or liberal, republican, democrat or independent, we must all agree the need for peace and order and safety. Under my administration, Law Enforcement is conducting arrests nationwide of rioters, looters and domestic terrorists. The reason we didnt put chicago in the list, we are Holding Back Funds from some of the states and cities that are doing such an incompetent job. A job that nobody could even imagine how bad. We are holding it back until they get their act together. And we are having a lot of people in chicago right now. You notice their numbers are going down rapidly. We have deployed a lot of taylor you have been listening to President Trump who is giving a press conference. We will continue to bring you some headlines. Some of the headlines here at bloomberg is trump saying the government has 300 billion in an unused account that could be released, as Congress Till a a deal on that further stimulus package. Continuing to talk again about the jobs report that we got this morning, saying u. S. Business confidence in the u. S. Is higher than any other g7 territory. Talking about the economy. Talking about joe biden and continuing to talk about some of the protests we have seen in other cities. We will bring you those headlines as we get them. Meantime, several universities across the u. S. , from new york to philadelphia and colorado have been forced to send some students home this week due to raging covid19 outbreaks on campus. Schools are saying parties and students not following social guidelines are to blame. And speaking of schools, i want to alert you to a special series on Bloomberg Technology next week. We will be discussing technology and education with people who all have a stake in the new normal when it comes to learning. From Software Developers to educational leaders, you will want to tune into Bloomberg Technology, the virtual classroom, from 5 p. M. To 6 p. M. Eastern. As far as the coronavirus itself, this coming season, renewing concerns of the country containment as Colder Weather approaches. Virologist atd Johns Hopkins University Bloomberg school of Public Health joined tom keene and Francine Lacqua earlier today. Practically speaking, 60 appears to be a number most people are familiar with. I think all the data suggests if you maintain that along with a mask, you have about two things in place that will help prevent transmission. I think thats the simplest thing to try to get across the people as an effective means of practicing physical distancing between each other. Tom we are going into a colder season, 90 degree temperatures in new york city are breaking. Is the chart of temperature and virus . Where is the break point on that in fahrenheit or celsius . It differs for each virus. But, its been very clear that weve had a lot of spread of that virus in the u. S. Under conditions like you just described, that are extremely hot and humid. With viruses such as influenza, we expect a seasonal seasonality of that and there is data suggesting cooler temperatures and lower humidity helps transmission. We think some of those things are also true for covid19, but the reality is so many of us are susceptible to infection, that even under less than ideal transmission conditions, the virus sees enough susceptible people that it can maintain these transmission cycles, cause disease and spread in the community. Ancine how much do we know about long haulers . Theres a lot of apps. The media is getting wiser and started to look into this. Once youve had covid, is that it or are there a significant number of people that have to live with legacy or repercussions, whatever you want to call them, for 3, 4, 5 months or longer . Absolutely. This is something you only start to realize as you move into a pandemic you see that many people are suffering two weeks, four weeks, even longer than that from effects of the virus infection. Aspect thatsther coming together is aspects of how the virus infection can infect your heart and there is more and more evidence suggesting there are longterm damage to other organs that may be the result of an direct infection but may be simply a result of the immune response that this virus generates as its working its way through the lungs. Certainly, we have to think about this disease has more than a virus that can cause death in a certain percent of the population. It causes severe disease in relatively Healthy People at a good percent and can cause the longterm effects in relatively Healthy People. We need a more holistic view of the true impact of this virus on health and general and Public Health. Tom if we have a flu shot for all the other flus, why cant we have a flu shot for this terrible virus . I think we are in the middle of trying to work out exactly what it takes to do that. Theres been some fantastic work thats been done at very fast rates to try to generate vaccines. We know those vaccines can induce certain immune responses. Our big question is, are those immune responses of the vaccines, are those enough to protect you from infection . Importantly, are they enough to protect you from infection in a way thats going to prevent you from even spreading the virus . Because its possible that a vaccine could protect you from disease, but still allow you to spread the virus. So, thats further phase trials that are undergoing now that vaccines will be very critical. They are not just going to look at safety, they are not just going to look at are you inducing antibodies to the vaccine. They will look at protection. Are people that get the vaccine less likely to get covid19 than a control group that has gotten a placebo . Thats something that we need to wait for those results to come through before we really invest in a widespread vaccination campaign. Because we want to make sure that the virus, that the vaccine is efficacious and not just able to induce some immune responses and provide an unclear amount of production. Taylor that was Johns Hopkins school of Public Health professor andrew pekosz. The school is supported by michael r. Bloomberg, founder of bloomberg lp. Still ahead, lights, camera, action. Christopher nolans tenet hits u. S. Theaters this weekend, the first hollywood release since covid19 shuttered cinemas. What it means for the industry. All of that next. This is bloomberg. Taylor the nba playoffs continue with the Milwaukee Bucks taking on the miami heat tonight. Eastern, the Houston Rockets will be playing the l. A. Lakers. Mavericks owner mark cuban says a lot of credits could be given to the nba over the leagues ability to play games. He says he is stunned at how well the bubble has worked. Cuban sat down with David Rubenstein recently and talked about his ambition for the mavericks as well as investment opportunities. Take a listen. David as you are talking to us today, you have many different businesses but you have a big Investment Business and youve said publicly that you are a gigantic investor in amazon and netflix and other companies and you just have advisors that help advise you on these or you make your own decisions . Mark pretty much make my own decisions. I used to trade a lot. I used to be very active as a traitor. Back in the 90s and early 2000s, there was a lot less money chasing more stocks and now theres a lot more money chasing fewer stocks. Its harder to trade and be successful. I just stick to the companies i believe in. Ive owned netflix since it was 50 and amazon was my between five and a dollars and 700. I actually bought some more in the high 1000. Ive got some scattered things beyond that that ive owned that have held onto. I know longer trade. Inflation of Financial Assets is that the tailwind. Said, hasid, you have change the world in terms of opportunities. Its obviously hurt people but also help people. You have said this is a good time to figure out new businesses, new areas of business. Is that a fair statement . Mark it is so unfortunate, but it is true. We have heard Warren Buffett say buy when there is blood in the street. It is almost analogous here. 70 Small Businesses are closing. Sony Retail Stores are closing. Malls are going bankrupt. Companies that are unable to transition to selling digitally or really taking full advantage of ecommerce are struggling. Big companies are not really sure about how to protect their legacy businesses. That type of uncertainty creates a lot of opportunity. Combine that with people becoming far more comfortable with purchasing online and living a digital lifestyle, i think theres a lot of unique opportunities that are available to people who are creative, who have a vision for the future. 10, 15, 20 years, we will look back and there will be 30, 40 World Class Companies that were created by people we think are crazy right now. Taylor mark cuban speaking earlier with David Rubenstein. Now, it is the friday before labor day. Executives will be on the edge of their seats this weekend just to see how many people will actually show up to theaters for Christopher Nolans movie. The first hollywood blockbuster hit u. S. Theaters since march. For more, i want to bring in lucas shaw. Am i going to the theater to see it for my staying at home to see mulan . Lucas i think if you want to stay safe, you are probably staying home. I cannot speak to the quality of the two of them. It looks like people feel a lot more comfortable still watching movies at home and going to theaters, at least in the u. S. The box off oice returns have been pretty strong but that is mostly in countries that have a much better handling of the coronavirus. Taylor are subscribers willing to sit at home if we are missing out on the surround sound a theater experience . Lucas subscribers are willing to do it for the right movie. I dont know that mulan is that move. We will see what the responses in the first weekend. Theres been some confusion about do you need disney plus in order to watch it . If you buy it, where did you buy it . How long will it be there . Remember that mulan will be available for free on disney plus in about 90 days. I think you will see a lot of parents decide, maybe i will just wait for this to come out and i dont have to spend the 30. I do think there are movies that parents will pay for in that way. We had one of these examples earlier this year with trolls which was a movie universal planned to release in theaters. They shifted to the premium video on demand window and it did well enough that encouraged universal to strike a deal with some of the major theater chains to be able to do that for all of its movies. Taylor in the minute we have left, how nervous are some of these Movie Theater chains if we can go direct to consumer and bypass that . Is this the beginning of a bigger shift . Lucas they are very nervous, which is why you saw amc, the biggest change in the u. S. , make a deal with universal. If they are going to allow studios or studios are trying to bypass theaters widely shorten that window between when it is in theaters than at home, the theaters will want a cut. I do think we are not going to see the biggest movies bypass theaters because there is way more money. Taylor thank you as always, lucas shaw. Let you know what my decision is. Every single imax theater is playing this weekend but even with the reopening of theaters in the u. S. , capacity has only been about 50 . Bloomberg caught up with the imac ceo who shared his perspective on how audience behavior has changed. The takeaway is that where it is safe to open, people want to go to and they seem to be coming not just one time but they seem to be changing their behavior a little bit and not all coming on saturday nights and friday nights spreading out a little bit. Whats the biggest drag right now in your mind as to what is delaying the Movie Theaters story . Is it the lack of customers or is the lacks of movies to see . Rich i will get back to specifically what you are saying, but i think it has more to do with people adjusting. There been other kind of epidemics, not of this scale, before. The behavior pattern is usually they come back to some extent but it takes a little while until it comes back fully. When you set impediment, i think people are really coming now but it will take a little time to come back at full capacity. Based on what we have seen historically. Right now, it is almost a question of who will go first. Will the theaters open first . Or will the femmes open first. I know it is a stalemate. We are both up freight to make the first move. One thing that warner bros. Did which was really intelligent was instead of the traditional pattern, we wait for the whole world to be safe and then you open the world. Wait a minute, there may never be a time where it all works perfectly. Lets do a rolling global opening and lets open where it is safe and go to the world and doing that. Right now, that seems to be working. The hope is that gives comfort to some of the other studios and films and they open in a similar manner. Does that met you dont expect when do you expect 100 capacity to return . Rich right now, capacity is around 50 in most markets. China has been 25 and went up to 50 and now rob langs about maybe going up more. Canada, it was only 50 people at theaters which is one reason the imax numbers are so amazing. We did almost 10 of the Global Box Office in its capacity. I think people are going to put their toe in the water and they will see how it goes. A little bit ironic because there have been no cases in the world, even though a lot of theaters have been open for a number of months, with Contact Tracing it has been traced back to a theater. I think the governments want to be certain and there are a lot of safety protocols in place now wearing masks, special cleaning. Capacity limitations. I think you will see those open up. This weekend, tenet opens in china and i think a lot of focus is on the u. S. , but i think china is going to be a very strong market. Blockbusters all go well there. I think as i said, they are starting to think about more capacity open. I dont think this will be a formula. I think this will be a casebycase basis as the regulators feel comfortable. Guy what is the shelf life of a movie . Lets say for example the new bond movie. How long can you leave that on to shelf and expect it deliver decent returns further down the road . Is there a point where you just have to get it out there . Rich thats a great question in terms of the pandemic now. So, typically, the shelf life or imax is two or three weeks and then you move on. In regular theaters, its actually a shorter big play, but a longer tail, up to a couple of months. During the pandemic, because of the capacity restrictions, what we are starting to see the beginning of is not everybody has to go the first saturday night or the first friday night. And millennials may feel comfortable going to the theaters with more of their friends and more people there on saturday night, but other people might say i would rather go wednesday morning. It will be longer. Chris nolan movies always have long lives, historically. For all movies, we think because Human Behavior will be different, people wont be back at work, some people wont be back to school. You dont have to wait until friday or saturday night. I think you will see during this period, a longer legs, but again, when it comes back to normal, whatever that is, it will probably go back to the historic norm. Taylor that was imac ceo speaking with alix steel and guy johnson earlier. I want to recap some of the headlines we were getting from the President Trump prince conference, of which you are still looking at live photos of now. Some headlines we were getting in the last hour, continuing to talk about the big jobs report. Adding 1. 4 million. London women rate falling to a lowerthanexpected 8. 4 . Highlight black, hispanic and asian employment also dropping. Business confidence in the u. S. Higher than any other g7 territory. Those are some of the president s claims. I want to switch to some action we are seeing in the postmarket. S p global indices saying paradigm catalyst all being added to the s p 500 effective monday, september 21. Tesla falling postmarket because for now, it will not be included in the s p 500. Very interesting to see a shift in a shakeup of that into. Issue of it for this Bloomberg Technology. David westin will be speaking with jillian tet of the financial times, christina hooper, and former treasury secretary Larry Summers. Thank you for joining us and have a great labor day weekend. This is bloomberg. David who knew equities could go down as well as up . As we head into an uncertain election and Companies Continue their struggle with the coronavirus. This is bloomberg wall street week. Im david westin. This week, contributors Larry Summers of harvard and gillian tett of the financial times. University of chicago professor austan goolsbee. Dr. Steve corwin of new york presbyterian. Dr. Corwin i thought it was unfortunate the cdc came out with guidelines for less testing. David congressman Patrick Mchenry of north carolina. I think the fed has been the best

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