Win streak. If youre bullish on the economy, think were going to have a soft landing, small caps, nice boost today. Oil stabilizing. That is the big story today. Pick yours, josh brown. I think yields and i think the steepening in the bond market. I think you nailed it, judge. Yields down for every duration and in the belly of the curve is where you find them the most, the five year, the seven year both down 14 basis points to 4. 6 and 4. 65 respectively. Think about all the steepening weve seen in that inverted yield curve. The ten year, twoyear spread is now 30 basis points. Its the steepest weve seen the curve since october of 2022. One year ago. We have done a lot of work in the bond market. The tenyear three month is right now negative 85 basis points. That was almost negative 2 june of 2023. We have made a lot of progress and then you think about the stock side of the equation, you have an s p 500 trading at an 18 forward p e, small cap is 12. Southwest growth is still 20 forward
Trade overall, it takes us to our talk of the tape, the great bounce back for stocks and whether it is sustainable. Lets ask adam parker, ceo. You are not so sure this is sustainable and more cautious in a few months . Yes, last week when we spoke, conditions are still the same, an equal chance of a 10 up versus 10 down, that makes me less confident because the data are mixed. For every good thing, i get upside on retail sales, down on housing. There is some good and some bad and enough to feed the bulls and bears. You have to get to a soft landing somehow isnt that the definition are you looking for where are you looking for the economy to keep rolling along and figuring out the inflations way to work in your favor even if it didnt . Erode not imploded, the hominid dialects we knew we were going to slow but at what pace . The good news is, you dont have a synchronous contraction, so many things the cycles were at different times, housing on a different cycle than auto. On the things t
Front. Bridgehead, in parallel with this, the blockade of occupied crimea will be strengthened by winter, but the pace of liberation of the south will depend primarily on ukraines allies. What will we get to the earth from our partners if we are to the earth we will receive from our partners, lets say, attack ems, and it is a huge probability that we will receive them, then we will be able to destroy the airfields, we will be able to destroy the enemys air defense, and then the situation on the battlefield, it can change very much. And so far, western experts, analyzing desperate russian counterattacks, come to the conclusion that the kremlin is deliberately delaying time, the question is why . Austrian military analyst tom cooper suggests that putins plan is to wear down the collective action enough that it abandons supplies of arms and Financial Aid to ukraine, the economy of the usa and the federation are incomparable, so, as they say, there will not be enough gunpowder. There is an
Start. How do you start six months, andrew, in terms of the markets and the economy and what weve heard from the fed. Its like a tolstoy novel. You could do a month and it would take a half hour to go over everything we have seen you throw in a. I. And his investments around the world and you remind yourself 30 years 30 plus every year. That is almost its an amazing thing probably will never been done again. I dont know how it was done once unless you made some deal with someone who knows these things to do that well is spooky. Its scary i guess it comes from being smart. Were okay. Hes one of the smartest when it comes to these issues that will be 25 minutes of stan hes going to be in your chair you got to give your chair to someone. I would warm it up for stan. Perfect lets check the markets which well be talking about at length today u. S. Futures indicated up about 78 points. Mixed on nasdaq which is off a little so much of it has to do with a lot of what we are talking about which
Neighbour. I cant understand, i dont drink, im a rescuer. Hello, its me, my glasses came to visit me, but its decided, ill have to change the base. I see you cant be left even for a week, sit down like little children. For two, why, you were gone for 2 weeks, i didnt understand, its funny to you or something, but you dont want to be investigated, and then put on trial, i dont see a reason, but ill give you a reason, Yuri Ivanovich, you pulled out with your resolution bromberg from Pretrial Detention Center, where he was under reliable guard, thereby greatly simplifying the killers task in your actions complicity in committing a contract murder is clearly visible, but nothing like bronberg. Almost killed by a cellmate, what to do about it . You know, no matter how cynical it may sound, but this is the problem of the management of the institution, so what will happen to you now . So that means im suspending you, an official inspection has been scheduled, colonel khairulin will arrive fro