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Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

Sure, the data is torturing us. Its a simulcast, Bloomberg Radio, bloomberg division. Jon ferro preparing for arsenal liverpool monday. Jim paulsen here on the equity markets. Lisa is focused on 3 00 p. M. Monday afternoon. Jonathan i was just shocked about how kind you were being to me at the top of the hour. Lets get to the turnaround in this equity market. A bounce off the low. In europe, still down hard on the equity benchmark in front ridge, germany in frankfurt, germany. The banks in europe are down for a seventh straight session. It is a tough ride for the financials when the outlook to the economy is not looking good, and the outlook for Interest Rates is just low for a long even longer, given what we have seen in the last couple of weeks. Tom its got to be a major theme into q4. That goes to the energy here on new york wall street, and how banks and global wall stre ....

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Transcripts For BLOOMBERG Whatd You Miss 20240712

Still at home, eating out less, working less then before covid19. The economic fallout is putting pressure on lawmakers to get a new stimulus deal done, but so far no agreement has come from d. C. Europe still feeling the pain. Now it is a new hotspot for coronavirus cases, surpassing the u. S. Six months into the pandemic the recovery feels so far off. On an objective level standpoint, we are a long wait from the employment way from the employment levels we were at precrisis. The pace of job growth in particular, more evidence that is slowing down. This is every week of unemployment claims since the crisis began. If you look at the last five aeks, we stopped improving on sequential basis. These are high numbers. Over 800,000 per week, well higher than the precrisis level. We want to see them come down. Evidence that people are suddenly going back to work. Not showing up by this measure. This feeds into the general idea of consumer sentiment. That
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Transcripts For BLOOMBERG Whatd You Miss 20240712

Conferences canceling the season, and what that could mean for the betting world. I know you are a big ambler. Gambler. Ann if im gambling, im gambling on robinhood. Im not going to give away any of my freebies. I was just looking, as you were talking about the market you mentioned small caps were one of the big up performers. 5 ord small caps are off 6 yeartodate. The s p is up 3 , 4 , 5 . Value is down 12 . It is up 18 yeartodate. These are yesterdays numbers. I have not calculated the numbers today. You are starting to see some of that divergence again, not only in the companies, but in the value and growth rotation we continue to talk about. Romaine lets bring back ann over at wells fargo asset management. When we talk about the market, a lot of people look to the feds support, not only in terms of some of these special policies it hasnt amended because of the pandemic, but also the rate cuts , which has kept the nominal rate low. And that real yield well below zero. About 100 basi ....

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Transcripts For BLOOMBERG Bloomberg Markets Asia 20240712

Prices double the last couple of months. We have seen demand picking up. Taking a look at other markets, the focus is on chinese equities. They have been fluctuating between gains and losses. The shanghai cob is lower. They are largely flat after what we saw on friday. State funds trimming their holdings. There was the big news of the haltingetf in china trading until 10 30 a. M. This morning. They are saying the warning of thiss involved here tracks some of the largest stocks in shanghai. Take a look at singapore. This is reopening after the singapore election. Retaining the firm grip on power. When he 89 of seats. That is considered the weakest showing ever. Good. Be for stocks some analysts say a de a diverse up three quarters of 1 . We are taking a look at bonds and currencies. We watched the dollar posting the second weekly loss. It comes toing when the belly of the curve for u. S. Treasuries. Reversing some of the gains after we sell yields touch a record low on friday. Lower by ....

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Transcripts For BLOOMBERG Bloomberg Markets Asia 20240712

That is where we are at the moment. Another down day for crude. Brent also down. Tom lets get more analysis on the market. When you look at what happened with help things are playing out in asia, is it taking offer a stellar quarter . Probably a bit of both. Concern withys the cases we have seen. In cases like texas. They have a bit of a crisis going on there. The fact that new york, new jersey, and connecticut have now set a quarantine for people who travel from these hot zones and the rest of america. Imposing an economic constraint. They are worried there will be another abruptness to this. That the Economic Growth that america had. In states of new york, when they take this action, that is a worrying time. That would hurt businesses on a much bigger basis. That is what wall street is concerned about. The hit to the economy. There has been talk the u. S. Government is getting ready to do a fourth round of fiscal stimulus. Ther ....

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