Biden hop bidenharris ticket. Are also speaking with the General Mills ceo. We will be delving into all those angles in the next hour. We start on the market with sarah malic, cio of global equities. She oversees 1 trillion in assets. The backdrop, are we seeing real inflation and rotation in Asset Classes . We dont think it is a permanent rotation in Asset Classes, because cyclicals are so cheap. Markets have been very optimistic over hopes of a vaccine and earnings that stimulus is being pushed out a little bit, and that is becoming concerning and as we look at the rest of the year, between high valuation, issues over trade costs and concerns over the election, we are more focused on quality in the u. S. , but what we do like is expectations for a weaker dollar. We are looking at international markets. They have a bigger they have a better handle on the covid crisis. What do you think about the outlook for inflation . It is still relatively muted. Areou think markets underpricing or
Have come on the show saying this was started by the you Recovery Fund, but also inflation is better than expected in europe today, and that growth figure not as bad as it could have been. It is clear that the markets are moving, but i think in general they are buoyed by the Massive Technology earnings that are seeng a lift overall, as we parts of the economy in terms of technology, deliveries, things like that, that are outstanding at the moment. Tom Stephen Engle with us moments ago, and he will join us in the hour, our lead hong kong reporter. This is carrie lam in hong kong, at a not unusual press conference. Stephen engle reports that we could get some announcements out of this rather extraordinary, particularly on the election as well. Are ratherhis that extraordinary, particularly on the election as well. We will get to the data check in a moment with bonds and Foreign Exchange on the move. With first word news, here is ritika gupta. Senate republicans want to go on record sayin
In a really. Really is when it comes to starting wars with countries weve been trying to destroy her deck and he never tells a lie now thank thank goodness we have such an honorable man at the helm and then there are other people around donald trump our Corporate Media will tell you like peo blames iran for the drone attacks on the Saudi Oil Fields the unimpeachable secretary of state and man and man who collects chins in his spare time nikon. Our Corporate Media will tell you his word is go hes always truthful i was a cia director we lied we cheated was the whole story just like we had with entire good terror training courses. Oh yeah thats right trusting my pompei go is a job. Its a joke better than anything ive ever written it really is if its like believing your cat when she says she loves you she was something. You think you. Are you. Sure gives a long explanation saying that we cant really know who did this because all sides are less likely lying the m. S. M. B. C. Host goes so w
Will tell you a ron is for some reason stop or lay refusing to take responsibility saudi arabia officials right now are outlining what they call as that instead last weekends drone attacks on its Oil Refineries were in fact supported by iran that of course is a belief that shared by the United States iran for its part continues to deny it was behind the attack he then brings in another expert and he tries to set her up for some good propaganda but she accidentally grabs a true turd and like the middle of the segment i want to bring an ambassador Wendy Sherman now former undersecretary of state for Political Affairs now at Harvards Kennedy school she is also a mess in d. C. Global affairs contributor whats your assessment is there any reason to believe that are wrong is not behind the attack over the weekend. Well there certainly are lots of indications that iran was behind this attack but we. Find ourselves in a very difficult place for a lot of reasons given the assassination of jim s
Donald trump the president of the United States is known to fabricate all kinds of things on his tweets and when he gives his rally speeches so his word is questionable and of course our run which tries to do things out behind a cloak of the regime there where it is questionable so finding the facts here and having the World Community believe those facts is going to be quite a challenge. From still liar thought of you arabia as a lawyer she just brought some truth to m. S. M. B c that is not cool all right. She just caused thousands of mindless suburban dads around the nation to rip their coffee across the room. You mean the murderous horrible regime of saudi arabia has a reason to lie and the murderous horrible. Regime of donald trump has a reason the law. No m. S. N. B. C. Wants you to believe trump is a habitual liar and lies hes saying something we want him to. Pay the damn saint. In a really. Really is when it comes to starting wars with countries weve been trying to destroy her d