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Transcripts For BLOOMBERG Bloomberg Markets European Open 20240712

It is the end of an era, possibly. Prime minister shinzo abe plans to resign for Health Reasons. He is expected to make an announcement imminently. Jerome powell plans to let inflation and unemployment run there if he can get them in a ship that will likely keep Interest Rates low for years. Tiktok. Battle for walmart joins microsoft making a joint bid for the apps u. S. Asset. Can they fend off oracle . Just under an hour from the start of cash trading in europe. Lets look at futures this morning, even as the nikkei 1. 4 , you know, it had been gaining, the topics and the nikkei had been in the green and both fell. European futures are holding up. We still see green arrows on ftse and dax futures. Take a look at u. S. Futures. Green arrows there as well. Even after alltime highs once again hit yesterday on the s p and the nasdaq and the shinzo abe resignation report pulls down japanese stocks, u. S. Futures holding strong. Atside of japan it remains risk on and to the week. Anna a lot

Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

Surveillance today on television, on radio. We welcome all of you worldwide, across this nation, where the linkage, the urgency that we see within our politics and our economics is truly front and center. Get out the calendar. I believe it is 23 july, and this is a nation staggering to the first week of august. Jonathan what urgency . It is sunshine and rainbows in the equity market. In washington, d. C. , we havent seen the urgency we actually need. There are a lot of people still out of work. This market is in a lot of pain, and it is not going to heal as quickly as we needed to. In about 30 minutes, initial jobless claims set to come in at around 1. 3 million again. We need to see much bigger improvement. Tom that will be a key statistic of the week. Rule number one in the equity market is follow bonds. I continue to see yield compression, lower yields and flatter curves. Jonathan sunshine and rainbows lisa sunshine and rainbows very much funded by real yield that is negative by the

Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

It will be fascinating to see how new york city reopens today. Francine talking about phase two and what exactly you need to know. Weve had quite a lot of debate about masks, whether you have to wear them or not, its interesting to see the difference between new york city and london. In london, there are very few people wearing them but they are obligatory on public transport. Theres a very good use of them at least in manhattan, to get out this week and was extraordinary. You are right, we just heard that from jennifer about her beliefs that a mask has a value. News, riddick a. North and south america accounted for almost two thirds of the new coronavirus cases in the latest report. The death toll in brazil has passed 50,000. Cases across the u. S. Surged. There were a record 4500 cases in california and more than 4000 cases on saturday, also a record. Banking when governor Andrew Bailey has signaled a major shift in a strategy for emergency stimulus. He is stressing the need to reduc

Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

We celebrate the opening of the United Kingdom to sport. They can do it. We cant. Theres no question about that. Apple will come out today and do the virtual dog and pony, or whatever they do in the talk about new stuff at apple. And also, we look at the markets, which are up nicely. Jon ferro, there is sort of an effervescence to this monday, even off of the odd political news over the weekend. Jonathan i would say take a look at the german debt market. The 30 year yield has just turned negative once again on the session. Subzero german 30 year yields. I have no idea what the bond market is meant to tell you anymore, given the president of the ecb on the fed. What is the story you take away from a bond market that is in a central bank induced coma, and has been for several months . Tom i look at the swiss 20 year , but the german 30 year can tell you a lot as well. That tells you about the common nation of governor bailey with an essay for bloomberg news, really talking about the hors

Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

Its back, and the good news is that the protests, which were tangible, premuch remain calm. It was the most historic day of protests i have ever seen in new york, happening right outside my house, to be honest. There was a helicopter propped over my bedroom for a good 30 minutes as thousands of protesters went by come up madison avenue and up 3rd avenue as well. That wakes upca to a most difficult labor economy. We have had three days of labor the friday eagerly anticipated jobs report. Francine we have a lot of time to talk about america and the protests. To start us off with bloomberg first word news in london is dani burger. Dani as you said, thousands of people took to the street again across america, to protest police brutality. But there appeared to be less violence than there had been for several nights before. Curfews went into effect to stem unrest over the killing of george floyd, a black man in police custody. The pentagon is distancing itself from President Trumps warning t

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