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Transcripts For BLOOMBERG Bloomberg Real Yield 20240713

As 2015 . Probably not. Numbers are going to be weak through the balance of the year. You may see some signs of bottoming out. If we see pmis in decline maybe there are some downsides. This will continue to decelerate into the First Quarter. Maybe we get good news from a trade deal out of china or out of brexit. Maybe that leads to a shortterm pop in yields. We should see growth improving by the First Quarter of next year. This could be the bottom. It might get better. Is colin joining me robertson, kathy, and jim kate in the blackrock. Kathy, have we seen the worst of it . Kathy it looks like the worst is over but it does not look like it gets much better for here from here. We are cheering on the fact that it is not continuing to decline at a fairly rapid rate. We get a trade deal, we have some lag from the easing from china and other Central Banks. Is over butrst certainly Going Forward it is not going to be strong. Jim the data is going to be mixed. There are components of the mark

Transcripts For BLOOMBERG Bloomberg Real Yield 20240713

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

Transcripts For BLOOMBERG Bloomberg Real Yield 20240713

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

Transcripts For BLOOMBERG Bloomberg Real Yield 20240713

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

Transcripts For CNBC Fast Money 20240714

Song name the band four days, with the 20 rate cut in june and nearly a 19 in july, as Jerome Powell pushes for him to cut rates and disappointing data from china and the tenyear lows and is this the perfect recipe for a rate cut what does that mean for the market guy, welcome back. Thanks, mel its great to be back. You survived the Dominican Republic of all of the crazy places to go, with that said, obscuring the Dominican Republic in my opinion is the fact that President Trump saying they should cut rates and to me its madness at the highest level i still think the market is pricing in way too dovish the fed and it can only disappoint next week. The fix it 15 in this environment makes zero sense to me dan listen, i think we can look beyond june. Were not going to get a cut next week so it comes down to july and at that point well know what the outcome if there is a meeting between president xi and President Trump at the end of the meeting and then well start to get more earnings and

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