Everything is in green across the screen right now joe, were talking this is basically the growth value trade conversation but it takes on a little bit of a different face because were talking about this recovery trade i want to go through some stocks with you i want you to decide whether these things have come too far, too fast whether its the airlines, american, delta, united delta, southwest. You know what the gains are over the last two weeks alone thats just a representation of what were talking about here. Clearly skots, what we have witnessed is we had what i would call the v recovery stocks. Those stocks are the Growth Stocks those are the quality momentum stocks and you have more recently the stocks that are the u stocks the l stocks the dash for trash stocks. Im going to stay positioned with my growth name, my nasdaq names. Theres clear exuberance and when we look back upon this, well realize it was a rational kp exuberan exuberance im not going to bite. Im going to stay with
As well. I know you love your socks, friend . I do, because you know who gave them to me. Well leave it at that. Miss kumasi aaron. The fog is down to less than a couple hundred of feet and thats going to hang around for several hours. Some of that will try and spill southward and into the bay itself. Temperature is 54 as we look at the exploratorium. Lets map out your day with the accuweather day planner. 60 to 80, already a spread at noon with rapid warming. 74 around the bay. Everybody in the 80s. San francisco will be a little behind in the mid70s. Thats a sign of things to come for tomorrow. Reggie . Thank you, mike. New this morning, this is the santa clara woman that was at the time of her death the first known coronavirus death here in the bay area and the second in the country to have died with the virus without traveling abroad, but she was a beloved sister, daughter and mother. And Julian Glover joins us live after hearing directly from her son. Good morning, reggie. Time ha
Munoz, c. E. O. Of United Airlines. Mr. Munoz was a guest at the Bipartisan Policy Center where he talk about his leadership style and how united views his global role. He also talks about the heart attack he suffered shortly after starting with united. This is 45 minutes. Welcome, everyone to what i was just informed the 1th installment of our series on leadership. Some of you have been with us before and as youve seen from some of these sessions the meaning of leadership, but the sense that theres not enough of it is something thats wildly shared here in washington. And the ambition for this series is to call on leaders from national and local politics and business leaders, folks from the education and arts, advocates to try to understand what are the circumstances and characteristics that enable some people to overcome real differences. Its not that the history of this country was made of plastic cohesion. But weve always had people who have understood how to overcome those differen
Morning, bloomberg surveillance on bloomberg tv and radio. Your equity markets are highly unchanged. We start in the bond market, twoyear, fiveyear, 10 year, 30 year. Cycle highs. Tom global wall street is focused and quickly nonglobal wall street will get focused. There has been a shift. It could be because of israel or this, that, or the other thing. Statistically we reached a tipping point. Jonathan is this a substitute for further reaction from the Federal Reserve . Lisa you will be speaking today at noon. Yesterday tom barkan said that the problem with allowing the long and to do the work for you is that it moves. Although right now it seems to be moving in a more restrictive place. Im curious. The fact that we had risk off yesterday and at the same time we saw bond yields reach the highest levels going back 16 or 17 years across the curve, what does that tell you about the new haven status about the treasury market . That is going to be an underlying angst. Jonathan the communica
White house Officials Say when it comes to the staff of the president , they wanted to make sure this was the kind of weekend he could enjoy with his family, his wife and children. And give that brek, that opportunity to the Top White House staff. But he does have his Deputy National security adviser k. T. Mcfarland at maralago to go ahead and give him any briefings. They were watching overnight to see if there was any kind of activity, and that did not happen, so, you know, they are certainly kind of theyre not standing down but not as much tension. We havent seen the president tweet either. Some people expected maybe he might do that over the weekend. Well still see. But the one thing that we are keeping our eye on is the Vice President , Vice President mike pence. What he is doing on his trip to the asiapacific region. Hes going to be visiting several nations, including japan, indonesia and australia, but his first trip is going to be critical, his first stop being south korea, and