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BLOOMBERG Bloomberg Surveillance July 13, 2024

Seem to think there is a little worry out there. Out and say this could be less of a shock than we think, and as long as the ecb still buys and is on the Balance Sheet for longer, than the markets may not need to be as worried as perhaps we think they should be. Spreads, andening now lets get straight to first word news in new york city. Here is viviana hurtado. Viviana we begin with the Trump Administration, pushing a 1. 2 trillion stimulus plan, this on account of the impact of coronavirus. Could get payments of 1000 or more within two weeks. And months later, a second set of checks could be sent out. Steven mnuchin warning republican senators if there is no stim of this package, the u. S. Could face a 20 unappointed rate. Stimulus package, the u. S. Could face a 20 Unemployment Rate. Great britain is announcing 24 billion in loan grants and tax cuts to keep the coronavirus from wrecking that economy. Biden has tighten his grip on the race for the democratic president ial nomination,

BLOOMBERG Bloomberg July 3, 2024

Crew touching 95 a barrel. 4. 6427 is the new cycle high. Tom this thursday is more tumultuous than monday through wednesday. An equity pop at the back end and we are short covered. And the optimist will be here with us in a little bit. You have to reset and recalibrate. There was a moment yesterday and let me get out the surveillance mouse and tell you that we had a 2. 30 10 year real yields. I did not frame that six months ago. Jonathan the equity market is kind of a snooze. Bond market huge moves. Fx one point four briefly against the dollar. The dollaryen getting closer to 150. Lisa that is exactly the right observation. Why are stocks so subtle and why are they not responding to the markets. Is there just simply a paralysis, or this is forced selling for funds that do not have a big position. At this point are we looking at some unraveling that is gaining steam that nobody wants to get in the way of. Tom i am going to when mike mckeen gives us the gdp blah blah blah, but there is

BLOOMBERG Bloomberg July 3, 2024

One stock that did not snap the streak was tesla. On the month, down by close to 20 . Down by more than 40 today. Lisa it has been kicked out of the magnificent seven. We have a company that is fighting a sentiment wave as well as the very real wave of competition in china during a fraught market for the electric a fraught moment for the electric vehicle market. Jonathan product release, competition in china, we are trying to figure this out. What is the tesla problem and what is just the broader industry problem right now . Annemarie you are seeing this ev demand around the world especially in china. You do see China National companies doing very well. The issue seems to be in other places especially in the United States. When it comes to tesla, the problems continue. Overnight we have an exclusive story about the newly formed Marketing Team part of those companywide layoffs. This was supposed to be to get the message out in advertising. When you saw the Inflation Reduction Act and ta

Deutsche Bank chart shows U S bond demand is strongest during these 24 days a year

Deutsche Bank chart shows U S bond demand is strongest during these 24 days a year
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The Fed s bumpy inflation picture could be about to get bumpier

The Fed's preferred inflation reading due out Thursday will help determine whether the central bank's progress down to a 2% goal has stalled.

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