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It is a blue shirt. It is because they dont know how to do the lighting because it is darker outside now. Ive got the blue and it shows up every day here in the bunker im envious i want blue but im unable to perform. Sad. Lets show everybody what we are seeing for the end of the week here. We have a bit of a mixed picture. The dow looks like it would open down the nasdaq looking to open higher as well the first down day and on pace to snap the first twoweek streak amazon closing down 2 and a quarter of a percent a little bit of a rough ride there. This next story will keep on giving i hope it stops reading. The more i read about it, both sides are locked into things the other side wont agree to one comment about the tech wreck. I know, i know the house is not burning isnt going to do anything for anyone. This will unralravel completely it is nutso on the upside. It seems like it is less accepted moving up then down 7 it is like oh, my god, will the sun come up tomorrow New York , United States , Ryan Point , District Of Columbia , Scott Gottlieb , Luke Ellis , Joe Biden , Paul Meeks , Jim Cramer , Andrew Ross Sorkin , Robert Frank , Andrew Eamon , Tim Cook , Jamie Dimon , Hadas Deidre , Steve Ballmer , David Faber , Libby Andrew , Larry Ellison , Ryan Dietrich , Wilbur Ross , First Day , Goldman Sachs , Jp Morgan , New York School , York School ,
Would cut more than this. Alix but it looks like they actually cut more than expectations because it was 19. 75 , go into 16. 50 . It appears they did actually cut, so50 basis point it seems like it was a little deeper than even the most dovish expectations. 19. 75 , and was they cut it to 16. 5 percent. So it did exceed expectations. Alix but yet, you have the lira moving higher. I think that is never a good sign, when you have the currency moving higher when you have a 325 basis point cut. Interesting. We will have to watch that currency. That feels very much like the playbook last time we saw a cut from the turkish central bank. You have the, yes, turkish central bank. Now we are pushing ahead to the ecb. S p futures unreal, up over the 3000 mark. Hold . He rotation we seen we took a pause yesterday. Odollar euro firmer eurodollar a little firmer this morning into the ecb. A little bit of wiggle room when he market. Youre seeing a little bit of buying in the bond market in the u. S. ....
Tom and john are both on a cruise together. I am joined by manus cranny and damien suss our. Manus you will get a lot of guys side notes. Where do you want to go for defense . Lets go long with amazon. I think the street has 65 vibrating and one hold rating. Lisa i was looking at some of the flows and there was the biggest inflow into tech stocks for the past week in the past eight weeks. It feels like i the dip underpinning everything. Maybe this excuse to sell everything yes its geopolitical. Manus when we came in here on monday morning we ratcheted by 15 basis points. Look at the shorts on treasuries and they are building again with open interest bond treasuries. They are rebuilding short positions. Damien rate differentials are the name of the game. We have a lot of Central Banks meetings coming up, we have malaysia, norway. In emerging markets theyve been in front of the fed on cutting rates. Lisa they have been ahead of the d ....