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Transcripts For BLOOMBERG Bloomberg 20240704

Youre watching daybreak. Asia coming to you live from new york, sydney and hong kong. Were counting down to asias major market opens the top stories this hour. Asian stocks set to follow wall street lower as strong us retail sales signal rates may be higher for longer. Dollar strength sinking apac currencies to this years low decision day for the reserve bank of new zealand. With cooler inflation and higher unemployment supporting another hold. Plus, china said to mull cutting stamp duty on stock trades as defensive reaction to a surprise rate cut shows president xi facing more tough choices. Lets take a look at us. Futures now down. The stock market had kind of a tough day today. Were seeing now some green on the screen. However, just basically still pretty much unchanged. And in fact, the the feeling here was that retail sales in the us stronger than expected. Why wasnt that good for stocks . Because Neel Kashkari, part of it at least, president minneapolis fed says he doesnt think t

Transcripts For BLOOMBERG Bloomberg 20240704

Gaining strength again today, although really its also little changed at 1238, up only 4 100 of 1 . And crude is down another dollar 91. So crude wti back down to almost 80 a barrel at 80. 60. John. And thats certainly weighing on the canadian stock market with energy, with such a big subgroup component here. Financials is well under pressure in canada and were seeing that in the us indices. Matt mean, beyond just figuring out the story on rates and inflation from here, fitch raising some fresh concerns around the Banking Sector within the dow. Youve got jp morgan, for example, as one of the lead laggards. Its down about 2 right now. Watching tech is kind of interesting when you consider the fact that we started the day with some muscle calls, if you will, from the analysts on wall street. You had baird with bullish commentary on nvidia. You had Morgan Stanley saying despite the recent weakness, this is a winner. The stock is gaining on the news, but its up a modest 1. 5 . Then of cour

Transcripts For BLOOMBERG Bloomberg 20240704

Youre watching daybreak asia coming to you live from new york, sydney and hong kong. Counted up to the major market opens. The top stories this hour, asia set for a risk offer, from the july minutes touching intraday highs not seen since october and the end at its lowest level this year. The Central Bank Policy makers are still seeing significant upside risks to inflation, which could require further Interest Rate hikes, and reports of rare protests in beijing as one of chinas biggest shadow banks skips payments on Retail Investment products. Lets switch look at u. S. Futures, stocks to get on the chin today after the minutes from the feds july meeting shows that the vast majority are resigned to at least considering the possibility that more rate hikes will be needed. Some mixed close, but seven at seven lead to the downdraft with some big tech names like amazon and tesla. You could see again, right on the screen, still there, but i would call this unchanged. Markets, the whole world

Transcripts For BLOOMBERG Bloomberg 20240704

Of trading sessions for the bloomberg dollar index. Right now we are off that a little bit. You can buy 145 yen for the u. S. Dollar right now. That is the sign of its strength. Take a look. Crude has climbed steadily. John, what are you watching . You are right that oil weakness is leading to the weakness in energy stocks. Willingness to move back into tech can be seen in names like nvidia. They are at the top in terms of percentage gains. You are seeing that trend with canadian steel stocks rising. That is no thanks to the cleveland we will hear more later this halfhour on this sector insight excitement. We continued to watch the situation now. There is weakness as we try to put the pieces together on whether powerlines are connected to that story. Amc itself down substantially. It does weigh on the traditional amc stock. We will Pay Attention to those stories. Betting that Interest Rates will remain higher than inflation for a little longer. Liz mccormick joins us in studio. Thank y

Transcripts For BLOOMBERG Bloomberg 20240704

Alex field is sitting in a field listening to yoyo ma. That sounds pleasant. The music out of the markets is negative. The stocks are down by 1 today. You are seeing luxury stocks in europe down. It had a good few sessions, so just a bit of position squaring there. Most sectors in europe are down on the day. On the week, we are flat. And around the 460 area, single stocks are interesting. Equity markets are getting a boost today. 81 got wiped out as part of the Credit Suisse deal. Not so happy as the ubs walked away from the guarantee provided by the swiss government and the monetary authorities. British land is an interesting story. Stocked down by 5 . This was removed from the index. The stock is under pressure. A broad narrative today. Some interesting idiosyncratics single stock stories. You dont see as much carnage in the woody market and the equity market. The s p is down only one 10th of 1 . Again, nothing to write home about, but volume is extremely thin. We are operating 40 of

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