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Transcripts For BLOOMBERG Bloomberg 20240703

This is bloomberg daybreak europe. Im Tom Mackenzie. French president macron tells bloomberg he is open to seeing a major french bank acquired by an eu rival to boost financial integration. He spoke exclusively to john micklethwait. This is a totally new world. We do need this. This new Business Model for the europeans. More innovation, more investment. Tom in a deal and admits china may retaliate against tariff hikes from the Biden Administration. We hear from the u. S. Treasury secretary. Asia tech stocks higher ahead of earnings from tencent and alibaba, Traders Await the u. S. Cpi print for clues on fed policy, and we are live in doha for the Qatar Economic Forum. This years theme is navigating a year of uncertainty. The event explores the issues driving global discussions. We will bring you great conversations including from the qatari Prime Minister and publish president polish president. Tom we will get inflation data from germany at around 7 00 a. M. U. K. Time and u. K. Wages

Transcripts For BLOOMBERG The 20240703

The highest kind of mankind, i thought, was private equity. Then i started interviewing. I learn how leaders make it to the top. I asked him how much she wanted. I did not negotiate, did no due diligence. David i asked them how theys to how they stay there. Over the past quartercentury, the most successful sports owner in the world has been robert kraft. He has taken the new England Patriots to six super bowl championships, with the help of tom brady. I had a chance to sit down with him at Gillette Stadium to talk about how he has been so successful as a Sports Team Owner and also infighting in faith buddhism. In fighting antisemitism. When you bought this team in 1994, did you ever imagine you would wind six super balls win six super bowls . Robert i sat in the stands of the old foxboro stadium. When they came here, i stopped in the stands here and dreamt about one day trying to buy this team and run it the way i wanted. As that if i could ever get this team, i would dream of having h

Transcripts For BLOOMBERG Bloomberg 20240703

Good morning, this is bloomberg daybreak europe. I am tom mackenzie. Asian bonds fall extending selling pressure seen in treasuries after a cell of 10 year notes was met with epidemic. China exports return to growth in april while the yen gains after one boj member indicates rates may rise faster than expected. The bank of england is expected to hold rates at their highest levels in 16 years, what will the central bank signal when it will start lowering borrowing costs . We will review the decision. U. S. President joe biden says he will halt additional shipments of offensive weapons to israel if the country proceeds with a grounded division of redchip. Com rafah. Market seem to be looking for direction, market sending flat yesterday way down the by the stories from alphabet and tesla, losses for both of those of megacap tech stories yesterday. The earning story remains in focus, the rates story switches to the boe of today and continuing to tied together the messaging from the fomc me

Transcripts For BLOOMBERG Bloomberg 20240703

Certainly it is positive tailwinds when it comes to thailand as we open up the market up a fifth of 1 , the thai baht is strengthening. Counting down to india we will see if the equity rally extends. Throughout the session, you are seeing multiasset risk on the table on the back of not just the fed, officials being less hawkish but signs of state lying when it comes to china. Rishaad you look at the ruby it is edging off lows as the dollar weakens and markets overall are higher. Asian shares rising. Thanks doing well given that the Sovereign Wealth Fund is buying 65 million u. S. Dollars into big banks. An oil price on the way down and well, what do we have . Interest rates, expectations, just being i suppose people are more optimistic, the glass looking helpful halffull. Yvonne we heard from christopher waller, Suzanne Collins from the boston fed on their outlook when it comes to rates. The real side of the economy seems to be doing well. The nominal side is the direction we want, so

Transcripts For BLOOMBERG Bloomberg 20240703

Host good morning and welcome to bloomberg daybreak europe. Lets get to the top stories. Yields sinking on dovish fed speak. Netanyahu vows retaliation against hamas has only started as militants worn they are prepared to kill hostages. In europe leaders are going to hold an emergency meeting. A lot going on geopolitically. Lets see how it is being priced into the markets. We are going to see a potential turnaround from yesterdays price action. Futures action is crucial. You are seeing a complete reversal. The idea here is that if you have war on the horizon and breaking out your gut reaction is to sell everything. Today it is the opposite. Looking at it from a sectorial basis. The defense bid is being actively priced into the market. Some might view it as an overreaction in the market which is why we are seeing futurists outperform. Futures outperform. Some of that is going to be a function of the yield picture. What is lacking is what is going on in the u. S. Markets and that has a l

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