Harder than he may think. Carol plus, our conversation with the hilton ceo, chris nassetta, on how the trade spats are affecting his company. Jason but we begin with Bloomberg Businessweek editor joel weber. Joel, lets start with the International Cover. Its a look about the bond market, debt, whats going on . Joel cheap money has been around for a decade now, and it is having a profound effect in the Global Economy. We look at the ecb this week and negative rates. Negative rates has been an untested policy tool that japan was using. And now its starting to spread. It was going to go away, and now its back almost, and its just a profound idea that a bondholder would invest in something that, if you hold that for duration, youre going to lose money. It just goes against the principles of, like, investing, right . This is investing 101. Carol who wouldve thought if you go back even a decade ago, that we would in this environment . Here we are. And it affects everything. Joel the idea of
Well tell you why his job is harder than he may think. Carol plus, our conversation with a ceo. Her traits bets are affecting his company. Jason but we begin with joel weber. Lets start with the International Cover. Its a look about the bond market, debt, whats going on . Joel chief money has been around for a decade now and it is having a profound effect in the Global Economy. We look at the ecb this week and negative rates, negative rates has been an untested policy tool that japan was using. And now its starting to spread. It was going to go away, and now its back almost, and its just a profound idea that a bondholder would invest in something that, if you hold that for duration, youre going to lose money. It goes against the principles of investing. This is investing 101. Carol who wouldve thought we would be in this environment . Here we are. And it affects everything. Joel the idea of low rates was to spur growth. Thats not happened. And this problem just keeps getting worse and
Well tell you why his job is harder than he may think. Carol plus, our conversation with a ceo. Have a trade spats are affecting his company. Jason but we begin with joel weber. Lets start with the International Cover. Its a look about the bond market, debt, whats going on . Joel cheap money has been around for a decade now and it is having a profound effect in the Global Economy. We look at the ecb this week and negative rates, negative rates has been an untested policy tool that japan was using. And now its starting to spread. It was going to go away, and now its back almost, and its just a profound idea that a bondholder would invest in something that, if you hold that for duration, youre going to lose money. It just goes against the principles of investing. This is investing 101. Carol who wouldve thought we if you go back even a decade ago, that we would in this environment . Here we are. And it affects everything. Joel the idea of low rates was to spur growth. Thats not happened.
Fresh data from ice on home prices and supply and how were setting up for the important spring selling and buying season and thats coming up, but first, lets get a check on the markets overall which are relatively mixed and were flat for most of the major indices and the dow is up 0. 1 near session highs and we were down much earlier in the day and the s p 500 just about flat on the session and the last trade, and the nasdaq composite 16,250 thereabouts off 0. 2 . Meanwhile, check out whats happening trendwise for many of the Regional Bank out there and basically green across the screen as people are starting to see some signs of value out there and perhaps getting a mean reversion trade and Short Covering and people taking out some of those bets on the down side and taking profits there. On the Regional Banking side, you can see the etf is doing relatively well and Zions Bancorp will be taking on the s p 500 this month and the up oncommunity bancorp is up three bucks a share on the bi
Little bit as we work our way through the middle of the trading week. The bond market, call mark, for the second time in a week calmer for the second time in a week. The 10 year, down four basis points. Lisa has been talking about this for a while. Are we here for the right reasons or the wrong reasons . The most bullish fms since january of 2022, the biggest jump in Global Growth optimism since may of 2020 at a record jump in allocation to commodities. Jonathan the fund manager survey has the headline fully bully. The most overweight commodities going back, a record jump. This is the set up to yesterday and the day before, jay powell coming out and saying its been a little bit disappointing for us, we might have to wait a bit longer in the reason why people are seeing the potential for pullback, we are not fundamentally shaking the confidence. Jonathan the quote for me yesterday did not come from jay powell. It came from the vice chair, philip jefferson. I will share it with you now,