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BLOOMBERG Bloomberg Surveillance July 12, 2024

Well. International relations and politics, we havent talked enough about the markets today. A risk on feel. Is the so interesting idea of finally, a shift away from the factor of Technology Toward the factor of smallcap, the factor of Something Else besides that point amazon. Jonathan for a whole two days besides apple and amazon. Jonathan for a whole two days as well. S p, days of gains on the within 1 of alltime highs. I wonder if that is one of the whys that they cant get it together down in washington because this market is giving them very little pressure to get some thing done. Tom certainly come a President Trump is hardwired to the market. Lisa, you mentioned earlier the idea of a highyield bond under 3 . Do you detect a bubble in bonds, or is it simply a reaction of outcome from all of the stimulus and fed ....

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