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BLOOMBERG Bloomberg Real Yield July 13, 2024

Probably not. Numbers are going to be weak through the balance of the year. You are starting to see some signs of bottoming out. If we continue to see pmis decline maybe there is some , downside there. The data will continue to decelerate into the third quarter. Maybe we get some positive news out of brexit. Maybe that leads to a shortterm pop in yields. There is no way this thing is magically over. We should see growth improving by the Fourth Quarter of next year. This could be the bottom, so it may get better from here. Jonathan joining me around the table, colin robertson, kathy jones, and jim keenan. Kathy, lets begin with you. Have we seen the worst of it . Kathy it looks like maybe the worst is over, but does not look like it gets a whole lot better. We are cheering the fact it is not continuing to decline at a fairly rapid rate, and maybe we have seen the worst of it. Particularly, if we get a trade deal, we get a read the fed, from the easing from china, and other Central Banks

BLOOMBERG Bloomberg Real Yield July 13, 2024

Probably not. Numbers are going to be weak through the balance of the year. You are starting to see some signs of bottoming out. Maybe there is some downside there. The data will continue to decelerate into the third quarter. First quarter. Maybe we get some positive news out of brexit. Maybe that leads to a shortterm pop in yields. We should see growth improving by the Fourth Quarter of next year. This could be the bottom, so it may get better from here. Jonathan joining me around the table, colin robertson, kathy jones, and jim keenan. Have we seen the worst of it . Kathy it looks like maybe the worst is over, but does not look like it gets a whole lot better. We are cheering the fact it is not continuing to decline at a fairly rapid rate, and maybe we have seen the worst of it. Particularly, if we get a trade deal, we get a read the fed, from the easing from china, and other Central Banks. Maybe the worst is over but certainly Going Forward will not be strong. Jonathan jim . Jim the

CNBC Worldwide Exchange July 13, 2024

Currency call it the Advent Calendar for the 1 the price tag, just 112,000 it is trending coming up, october 23. Just 63 days until christmas Worldwide Exchange starts right now. Good morning. Good afternoon, good evening welcome. Im Brian Sullivan let me be the first to wish you a merry christmas. Why not . We are already seeing decorations at the stores. Your chart has nothing to do with earnings. It has to do with that wild ceo shake up that has the service now ceo to nike. Service now down on that move. Theyll miss their ceo apparently now is the ticker and that stock is now down nearly 10 well get you more on that story coming up. First, how your markets and man are setting up the day a lot of individual stories to chew on. Overall, the markets didnt do a lot. Futures are down a staggering six points we are seeing s p down down a couple of Percentage Points in japan, the nikkei 225 grinding higher. Again, day after day, thenikke seems to be going up anoth another. 3 . We have it u

BLOOMBERG Bloomberg Real Yield July 13, 2024

Global industrial recession . Probably not. Numbers are going to be weak through the balance of the year. You are starting to see some signs of bottoming out. Maybe there is some downside there. The data will continue to decelerate into the third quarter. Maybe we get some positive news out of brexit. Maybe that leads to a shortterm pop in yields. We should see growth improving by the Fourth Quarter of next year. This could be the bottom, so it may get better from here. Jonathan joining me around the table, colin robertson, kathy jones, and jim keenan. Have we seen the worst of it . Kathy it looks like maybe the worst is over, but does not look like it gets a whole lot better. We are cheering the fact it is not continuing to decline at a fairly rapid rate, and maybe we have seen the worst of it. Particularly, if we get a trade deal, we get a lead the fed from the easing from china and other Central Banks. Maybe the worst is over but certainly Going Forward will not be strong. Jonathan

BLOOMBERG Bloomberg Real Yield July 13, 2024

As bad as 2015 in terms of a Global Industrial recession . Probably not. Stagnation, not recession. Numbers are going to be weak through the balance of the year. You are starting to see some signs of bottoming out. If we continue to see leading indicators decline, maybe there is some downside there. The data will continue to decelerate into the third quarter. Maybe we get some good news on the trade deal with china, maybe we get some positive news out of brexit. Maybe that leads to a shortterm pop in yields. This will not pop at this point. We should see growth improving by the Fourth Quarter of next year. This could be the bottom, so it may get better from here. Jonathan joining me around the table, colin robertson, kathy jones, and jim keenan. Have we seen the worst of it . Kathy it looks like maybe the worst is over, but does not look like it gets a whole lot better. We are cheering the fact it is not continuing to decline at a fairly rapid rate, and maybe we have seen the worst of

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