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Transcripts For BLOOMBERG Bloomberg Markets Americas 20240713

Of western digital. Index just a little weaker on a stronger euro today, just below 97. The 10 year yield at 1. 86 . Above 60 a barrel on all of the positive trade talk. In europe, its been a positive day as well, particularly in france and germany, even though weve had some disappointments out of manufacturing readings. 1. 3 ,oxx 600 holding up and he ftse 100 up another 2. 4 . Add that to the 1 plus gain we had friday, we are seeing a nice gain for the ftse 250, which is more to masterfully focused. But alsois stronger, we have just a little but of strength for the british pound. We saw most of that coming in after the election results. We are back down to 1. 33 now. I want to point to the yuan because we are just below seven. The u. S. And china reaching that much dissipated phase one of the trade deal. Expected to release the full 86 page agreement in early january. U. S. Trade representative Robert Lighthizer says several ....

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Transcripts For BLOOMBERG Bloomberg Markets Americas 20240713

Moment. I did want to point to the , leadingd gaming index the sb the hundred with the likes of wynn. We will bring you more on that any moment as well. Guy it is a big deal, the words of the president , talking about this deal, sending stocks higher. Stoxx 600 up by about 0. 5 . Yields really turning around on this. You see the selloff in the bond market. We are now. 9, 30 on the german tenyear. Our basis points the pound a softer versus the u. S. Dollar. Vonnie lets get into more detail on trade. It is literally the latest event impacting markets. A tweet a few mums ago from the president saying this. Getting very close to a big deal with china. They want this, and so do we. It comes as talk continues between the two largest economies ahead of the deadline on the u. S. Imposing a round of new tariffs. We will see if we get anything. Guestsring in our first who can talk about the ecb, the fed come and the economy overall, Gary Shillin ....

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Transcripts For BLOOMBERG Bloomberg Markets Americas 20240713

What has been fascinating is that up until now, the data basically coming out today has driven us towards the idea that we are starting to see a manufacturing stabilization. That was certainly they field that came out of the china data earlier on. Extent, ina certain the European Data as well. But now the bloomberg dollar index is beginning to move lower. We have until this point in time seemed bond markets in particular moving yields higher. Maybe we see that unfolding a little bit today. We still got generally a bond story that is quite negative. Yields are higher on the day. A little bit of movement in that u. S. Tenyear. Vonnie exactly. We will dive into the finer details of the report with tom porcelli of rbc in a few moments. It will be interesting to see what the other indicators suggest, for example, and the china data. We saw that employment improved, so that is one good side for the chinese economy, even as other indicato ....

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Transcripts For BLOOMBERG Bloomberg Markets Americas 20240713

Important. Stoxx 600 risk rally beginning to fade. Definitely off of session highs, approaching session lows. Stocks still appear to be relied risk on appear to be largely risk on. Bond markets also not sending that signal. Btps moving lower another two basis points. Different signals coming from different asset classes. The spread is not particularly big, but i think it is worth paying attention to. Vonnie that person i was speaking of is from pimco. Home depot falling after it cut its growth forecast for the rest of the year. Similar story to kohls. Reaction now on whether he thinks the American Consumer is actually going to tip things over here in the u. S. And globally. He is pimcos Global Economic advisor. He joins us from california. Should we be worried about the u. S. Consumer . Guest i think we should be. The consumer is always the last shoe to drop. It has been ....

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Transcripts For BLOOMBERG Bloomberg Markets Americas 20240713

We are down 0. 3 on the s p. Back down to 1. 90 on the 10 year. We got up past 1. 95 a little earlier. Disney one of the Better Stories today after earnings, up 4 . Gap up on the ceo leaving gap down on the ceo leaving more than 7 . Guy the president has just been indicating that he hasnt agreed to tariff rollbacks with china. This was always the risk with this rally. Absolutely it was built on a single man risk. If the president didnt agree, you were going to get this kind of reaction. The market is down by 0. 4 . In some ways, this reaction is relatively muted considering this is a key demand from china, that we do see some degree of tariff rollback. The fact that we are only down 0. 3 on what is a relatively big piece of news i think is worth paying attention to. The market may be signaling it Still Believes that a deal can get done, but we have rolled over this news. The ....

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