Of the berlin market if the rental cap goes into effect. In the u. S. , its been a not uneventful day so far. The s p at 2927. That belies a lot of movement under the surface, with ulta beauty down 28 . Its been a great month for the homebuilders. Lowes and home depot higher. Target up 25 this month. The 10 year yield right now is just about a basis point lower in the session at 1. 50 . 99 rightose to hitting now on the dollar index. We are joined now by james bevan, ccla Investment Management cio, and london. Brexit is probably first and foremost on your mind in the world, if not in your investment strategy. What do you anticipate will happen next week when Parliament Reconvenes . James we are going to hear a lot of noise and a lot of heat generated. When all is said and done, there is no real shared enthusiasm among those who dont share mr. Johnsons preference for shifting forward, and there are a lot of people who say mr. Johnson is really about playing an advanced game of chicken w
Exactly and also has the flight number mark which is very specific for the planes that are actually transporting military goods this. This is footage of the plane yelena tracked it has been loaded with crates at least 20 u. S. Military flights have left this airport in the past 6 months. And when we arrive at the airport we to see a plane. This is one of the busiest airports when it comes to playing such as this one. Is from the same airline and i have been investigating various really is pretty nuts its just in the middle of a traffic junction. The air. They are about to take off. There are weapons there theyre probably. There is this here which fights happening its running it all they need is there the. Flight data proves that the majority of these companies planes from riyadh go to key west bases in the middle east. From their weapons can be funneled to syria. This ng the largest pentagon supply of weapons for Syrian Rebels is bulgaria through the e. U. Is poorest country thats a ch
Are actually transporting military goods. This is footage of the plane yellow not tracked it has been loaded with crates at least 20 u. S. Military flights have left this airport in the past 6 months. And when we arrive at the airport we to see a plane. This is one of the busiest airports when it comes to playing such as this one. Is from the same airline and i have been investigating various really is pretty nuts its just in the middle of a traffic junction. There are weapons there are there problems. There is this huge fights that are happening in surrounding it all they need is there the. Flight data proves that the majority of these companies planes from reoccur go to keep u. S. Bases in the middle east. From their weapons can be funneled to syria. This ng the largest pentagon supply of weapons for Syrian Rebels is bulgaria through the e. U. Is poorest country thats a change in fortune. Big areas arms factories fell quiet after the end of the cold war but the wars in iraq afghanist
Japan increases the pressure on south korea. Europe braces for announcements on trade from President Trump today. Trade pains and job gains. Report is expected to be a takedown from the june number. After the release, we will hear from larry kudlow. Matt good morning. Is bloomberg daybreak europe. I am live from berlin. Se are looking at allianz earnings coming across the wire right now. Companyres to the compiled estimate of 2. 9 9 billion euros. It is a leading on it is beating on the Second Quarter. Seen a range of 11 billion, 12 billion on the year. If they hit that number bang on, it will be no change from last year. We are going to speak with the. Llianz cfo do not miss that interview at 7 00 a. M. London time. In about an hour. Nejra . Nejra i have numbers coming in from credit agricole. The context is it is joining fox capital. Listing the Second Quarter ratio, 11. 6 . Secondquarter revenue coming in t on meeting the estimate. If we take a look at some of the other numbers comi
Surveillance. These are your markets. We are seeing a bit of an upside as it comes to the stoxx 600. One thing, the lse is investigating some of the delays on what they are seeing in the stock price. There was a trade issue, which means we have delayed opening for some of the biggest stocks. We understand the lse, the London Stock Exchange, will give us an update in about 15 minutes from now at 9 15 bsc. There is a bit of a risk on. 1. 55. 0 year yield at if you look at dollars stabilizing, 110. 85. Later, we will review an exclusive interview with Brian Moynihan, a banc of america chief executive. In the meantime, lets get straight to the bloomberg first word news in new york city. A Trading Services issue. Trading some of the biggest stocks on the London Stock Exchange has been delayed, the second such outage in a little more than a year for one of europes guest markets. Been delayed for parts of the ftse 100 and to 50. Other parts are operating as normal. Is a special relationship i