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Transcripts For BLOOMBERG Bloomberg Markets Balance Of Power 20240712

Gold going back higher as the dollar is lower. Some of the trends we have seen more in place recently are still in place today. Investors are waiting. David we will also get some q2 gdp numbers. I will ask you about gold because it was a big story yesterday. But i have to tie into the dollar. What is the dollar doing . Abigail the dollar is down. The dollar index itself is about flat. The difference is in the euro weighting. The trend on the euro has been down but so much so that we have Goldman Sachs saying perhaps it will lose its status as a reserve currency. In the past, sometimes it is a signal it could be stabilization or a move to the higher. That is supported by the technicals. Relative to the fed tomorrow, will they give any policy move . Very unlikely. They did extend their emergency loans, so that is probably the bigger news. The 10 year yield at this point has basically been flatlining since march. If anything, it appears its bias may be to the upside. That could support th

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Strong Quarterly Results and Guidance Pushed Wingstop (WING) in Q1

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.

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Polen Capital U.S. SMID Company Growth Strategy's Q1 2024 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S.

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Super Micro Computer, Inc. (SMCI) Experienced an AI-Driven Uptick In Demand

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.

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Revolve Group (RVLV) Delivered Better than Expected Results in Q1

Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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