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BLOOMBERG Bloomberg Surveillance July 11, 2024

Fishing license. Welcome to bloomberg surveillance. Im Francine Lacqua in london. It is the last trading day in november. Certainly a lot of traders will be feeling the same, but stocks are dropping after this recordbreaking rally. A bit of a pullback on the last day of the month, capping this recordbreaking rally. Oil sliding after ministers failed to reach an agreement on supply. Small caps, energy and companies, banks, that group has been leading the rally in november. Today, a bit of profit taking. A couple of other things im watching for is the price of oil. We talked about that, encouraging news on brexit, which is why we see sterling at 1. 3333. The portuguese 10 year yield come i like that because we are on zero watch, or negative watch for that yield. Word newsyour first with leighann gerrans. Opecplus has failed to agree on an allay to januarys height. Many members support keeping production at current levels but the
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BLOOMBERG Bloomberg Daybreak Europe July 12, 2024

Pelosi shifting the deadline to tuesday. After gdp misses, Industrial Production and retail sales accelerate. And a pair of losses on a bloomberg exclusive as the u. K. Could rewrite its lawbreaking brexit bill, a move that would revive talks with the eu. It comes after a downgrade from moodys. Its a barnstorming beat for phillips. 6 00 a. M. In london, 7 00 a. M. In amsterdam. The adjusted ebitda is up. Free cash flow will be above 2 billion by 2025 is the guidance. Phillips targets accelerated growth and higher profitability. September where they cut their guidance because the u. S. Slashed the ventilator contract by 650 million. This is going to be something which bolsters it. They are targeting comparable sales growth of 5. 6 . We will put those questions to the ceo, who joins us in just under 28 minutes. Management. Et nnmarie the standout is the new money inflows. They say considerably they have risen in the
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BLOOMBERG Bloomberg Daybreak Europe July 12, 2024

Election delay. Another wave, the u. K. In france report record daily virus cases. Good morning. Session volatile yesterday on wall street. Action, s p 500 futures are in the green. Flat on the year on the index. Alongside 50 up 0. 5 asian equities. Dollar index had a firm week, little change this morning, but we are up or the 1 , biggest weekly gain since april for the dollar. Nymex crude getting a lift, 40 a barrel. U. S. Equities, a volatile session fluctuated yesterday erasing this years gains briefly. The jobs data disappointed on top of stimulus talks. Dani burger is digging into it for us. Dani anyone trading yesterday is suffering from whiplash. We did get the s p 500 erasing yeartodate gains, and today it 0. 5 , unclear whether we will get that are not. We had converging forces between hopes for forces, poor jobs numbers, and new housing data that was optimistic. Thing that might comfort about what we saw yesterday, we are getting close to a correction. We need to drop 0. 8 on ....

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BLOOMBERG Bloomberg Markets European Open July 13, 2024

Tolls. President trump team preps plans to reopen the u. S. Economy. Boris johnson remains in intensive care. The single currency wobbles as she euro area finance minister struggle to come to an agreement on a Recovery Plan as the joint debt issue is a sticking point. A joint press conference expected at 9 00 a. M. London time. Oil moves higher on reports saudi arabia and russia could stop this comes as the u. S. Cuts its Production Forecast ahead of tomorrows opecplus meeting. As i said, just under one hour away from the start of cash trading in europe. Take a look at futures this morning. It is a bit of a flat trade. As we said, you have euro stoxx 50 futures down 1 as well as ftse futures. If you take a look at u. S. Futures this morning, you see a higher picture so they balance each other out. S p, dow jones, and nasdaq futures all of although you did have u. S. Stock ....

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BLOOMBERG Bloomberg Surveillance July 13, 2024

Do you want to go through the data . Tom yeah, let me go through the data. The news is in conversations. Limit 12. 55 with a massive curve flattening, oil down at the bottom, speaking volumes. Next screen, please. The vix is a good litmus paper, not moving here with futures down, 40. 94. I am not sure what the implied 5. 0is, but im guessing will be a good place to start. That is the yen. What is absolutely telling, there is persistent yen strength through the japanese day and the london morning. The 30year bond. Third screen and i know francine has a more europecentered view. This is the chairman powell screen. What will they do before the market opens . This is what they are looking at. The twoyear yields from the u. S. , u. K. That is stunning on the United Kingdom, maybe near a negative yield in japan and down to germany as well. Francine . Francine first of all, we did have the iaea headlines crossing the terminal moments ago ....

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