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BLOOMBERG Bloomberg Surveillance July 11, 2024

Been absolutely lights out. The best november since time began, and maybe that is what we have, whatever you view on the election. But with the bombshell from pfizer on a vaccine, the market goes straight up. The president radio salad for four days, and we get a tweet for fourdio silent days, and we get a tweet out this morning. In this moment, we continue to see i am going to call it a second surge of market performance. Jonathan this morning is not about the politics. It is about the science. You can take the narrative and put it in the shredder this morning. We hope at some point in the nottoodistant future, it is conclusive. That just brings the cyclicality back into this market in a huge way and breeds some life back into that rotation. The nasdaq still very much on top. It is very clear the nasdaq is not on top. The nasdaq is struggling versus the likes of the small caps. Tom we will do the data altogether this morning before we get to dr. Fazeli. The vix from 41 to 23, i have be ....

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