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CNBC Worldwide Exchange January 2, 2018

Happy new year to all our viewers. Lets look at markets this morning. Coming off a bright session in asia, less bright in europe. Were mixed here the nasdaq slightly lower. The dow and s p slightly higher. We had a selloff to the end of trade last week, last year as well and that meant that week to date we had slight declines in the u. S. , but clearly still gains for the month, the quarter and the year Consumer Discretionary, the best sector for the quarter and tech the best sector for the year tenyear treasury, saw lower yields close to 2. 5 on the tenyear but ended very close to 2. 4 again, which is where we are now. 2. 43 . Lets look around the world starting in asia and see where equities ended up. You can see mostly higher for china. The hang seng higher by 2 shanghai up by 1. 3 . The kospi higher by a half percent. Better than expected data that we got out of china. Thats helping a bit here. The nikkei was just slig ....

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CNBC Squawk Box January 2, 2018

Weakness in italy and spain. When it comes to the treasury yields, this is what were watching closely, the tenyear is trading at 2. 433 should we be doing a Weather Board . Like a freezing cold Weather Board . I saw this morning that 90 of the United States is freezing or below a third of the continental United States, the lower 48, are actually below zero. As was predicted. Its cold because its warm. Dont do this as a Global Warming thing. No, no, because only weather that proves Global Warming like every brush fire is Global Warming. Every drought. Every flood. Thats all
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BLOOMBERG Bloomberg Markets European Open February 26, 2018

Shareholder in daimler, the stock trading up 8 . We will watch daimler at the open in europe. And assets management. Deutsche kicks off its plans to ipo dwx. Will john cryan get enough of the units to keep his turnaround strategy on track . Thats the big story here in europe. That ipo is about four weeks away. Lets talk about where the fair values are. Looks like we will see a positive start in europe, up by around. 5 . Asia was positive around the overnight. I will show you what russia is doing, trading higher. You futures pointing positive for the start of trade. Lets show you what the gmm looks like. In russia, the market has opened and we are watching the ruble. It is the banks leading the charge. This is where it started friday afternoon, s p up 1. 6 , now feeding through into asia. The renminbi and aussie dollar, the yen. The dollar is trading lower. Lets show you what the second moves looks like. Bid, which isng a interesting in itself. Godl gold is up. Its a big week for the fe ....

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BLOOMBERG Bloomberg Surveillance February 2, 2018

This is the stoxx 600. We see a little bit of pressure, down from 0. 6 . We saw a mixed session in asia trading. And we have this pressure on bond yields. Around the world. This served the boj into action to keep rates from getting out of whack. We have a good interview from our tim ross yesterday. 223. E, 1. 4 coming up on bloomberg surveillance, the speakers to the chief Financial Officer as the danish lender unveils a 1. 7 billion buyback plan. A little later, its the brexit show. We areb ack on were back on track and we discussed trade. We also discuss jobs and growth with roubini. The bank of japan has announced the first unlimited fixedrate bond purchase operation since july, seeking to assert control over the nations yield. The central bank offered to purchase 10 year notes over a fixed rate of 0. 1 and expanded purchases at the regular operation for the second time this week. The boj target for the 10 year yield is arou ....

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BLOOMBERG Bloomberg Markets European Open February 2, 2018

Enter a Customs Union with the eu postbrexit. For the complicating theresa mays negotiations with brussels and her own party. All eyes on the United States jobs report. Traders will be paying attention to wage growth. Will it be enough to shake off the retreat in equities and treasuries . Was than minutes away from the european open. Take a look at futures. We are looking at a mixed trade in futures. Ella think they are positive in britain, negative on the continents. Andttle bit of direction trend. At the same time, we see u. S. Treasuries yielding more than they were yesterday, 2. 78 now. Just yields have come down a little bit, but still at a level traders havent seen in a long time. That could spook as some traders and it could be a reason you have seen a selloff in the features session. Will that carry through into the cash session . Will that yield attract investors to pu ....

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