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Pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan another big week for treasury yields. Joining me is kathy jones and brian rehling. I want to begin with you, kathy. Morgan stanley asked the simple question, what if things are better than we thought . Are we finding things are ok . Kathy i think we are ok. The big question two weeks ago is are we going to negat ....
A place where people understand and listen to us theyre happy to learn that we have some backing and. Its a nice new Prime Minister decepticon tech has been in power just a week and qantas center Left CoalitionGovernment Supports a more humane approach than the hardline closed ports policy of the previous interior minister Matteo Salvini but ministers insist that does not mean its only now has an open door policy. I believe is a big misunderstanding about the safe port given to ocean viking it was assigned to ports simply because the e. U. Stuck to our request to take the majority of the microbes it must be clear that already is to ensure that those who arrive in italy or redistributed to other European C ....
Seeing the dynamics shifting. What you are seeing is a pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak here. Our code the fear trade a peaking. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan another big week for treasury yields. Joining me is kathy jones and brian rehling. I want to begin with you, kathy. Morgan stanley asked the simple question, what if things are better than we thought . Are we finding things ....
A protest outside the british consulate earlier what was the circumstances there. The circumstances there were simply they the hundreds of people together they were trying to put pressure on the u. K. Government to remind themselves of the of the agreement the joint agreement i might retire after that 997 handover when they respect the one country 2 principle such a few quick process where that would be simply i gather there reminding once again china and you quite distinct respects the agreement that my 2nd night and i said you are getting yet another huge mall right gathering if i may as in american flags and certainly at this stage outside the site died it takes a tens of thousands but thousands gathering at this stage so for now thanks very much indeed. Still ahead on aljazeera beyond frustrated Palestinian Refugees in lebanon make an appeal to the world. Well im pleased to say weve got some quiet weather now pushing int ....
Global Business Forum. Will be speaking to pierre moscovici, european for economic and funny to affairs, andreas , Allianz Global Investors ceo, and stephen badger, mars inc. Chairman. Lisa deepening some of the concerns about trade come the s p lower. Crude dropping as well as saudi arabia seems it is getting production online faster than expected. The euro losing versus the dollar. The dollar strengthening despite concerns about turmoil amid the leadership in the u. S. Onyear yields going lower this risk off day. David joining me now at the Bloomberg GlobalBusiness Forum is andreas utermann, Allianz Global Investors ceo. It is good to have you here. I want to start with why we are here. ....