surveillance with tom keene, jonathan ferro, and lisa abramowicz. lisa: good morning. jonathan ferro, tom keene, and lisa abramowicz, john farrell off today, but the hope for a economic don dn on the $2 trillion hope from biden. tom: it takes $2 trillion to keep the economic rising. let s review this for people not up to speed. it is so important. we were chewing glass with $300 billion, 400 billion dollars, no, i want $800 billion. with these elections, house, senate, democratic president, we launch up to $1.3 trillion, and look where we are this morning. lisa: we were talking about all the money we were going to be pumping into the economy. bond yields were responding. i don t know if you can call this responding. they are tcng up ticing up. tom: i have the cerro book of technical analysis. look for that on real yield. to me and is like a 1.13 and we are not getting there, 10 year yield rounded up 1.11%. curve steepening a little bit, fractional. equity markets nas
asia looks set to extend u.s. gains as investors focus on the chance of more stimulus under joe biden. markets are looking also ahead to samsung earnings. have gotten aay boost from the global stay-at-home trend. and japan imposes a state of emergency on tokyo. haidi: we did just get breaking news crossing the bloomberg on south korea current accounts. november accounts widening year on year to just shy of 9 billion u.s. dollars. the bank of korea releasing that .ata last year, november surplus was 5.97. the good trade surplus coming in at 9.5 billion dollars in november, slightly narrower than the $10 billion surplus clock for october. inare seeing 719.7 million november, slightly bigger than the deficit for october. let s look at how asian markets are setting up this friday. sophie: earnings will officially be more important for investors with more than 200 companies listed on the index set to report this month. we are seeing gains this morning 3600 at the start of cash tra
absolutely extraordinary. thank you for joining us on bloomberg radio and bloomberg television worldwide. what have we got? mcdonald s just out with a dividend increase. ibm with a seismic restructuring. morgan stanley to take out the venerable eaton vance of boston. on and on we go. guess what? none of it matters. someone speaking to maria in two minutes. jonathan: the present will be on fox news. i imagine he will have a reaction to the next debate being virtual. that news out from the commission on presidential debates. tom: i really want to bring up this story, below the fold on the internet sites, but our jennifer jacobs reporting that the head of security for the white house is gravely ill with this horrific virus. really a difficult illness as well. it is amazing how this virus story in the debate last night, commenting ondent this debate. jonathan: the president tweeting, saying that this is not a separable. he is looking forward to doing rallies. he is feeling goods.
about financial repression. this has been widely predicted by a lot of people, deals have to be made. revenue isn t there, so you ve got to go out and buy it. you got to get better. bigger. athave not confirmed it here bloomberg, bob but that is a story tom: nine tom: what s john, lisa and i do is we go to bloomberg experts on this. john farrell, jonathan tice said exactly the same thing. yeah right, but there are all sorts of reasons why that combination could be the giant bank of the continent of europe. ritika: a lot jonathan:jonathan: a lot to get through including lisa getting excited about tiktok. [laughter] we know lisa does tiktok often with the kids. you ve got a decent excuse. lisa: it is a verb. do you tiktok or not tiktok? politics front and center today. including tiktok and oracle being the likely bidder. we now are talking about brexit. boris johnson putting his controversial brexit vote to a vote. we will hear about whether or not he will get immunity
republican senator inpatient as well. i can t see how we can go home failed. people we they will all have to go home at the end of the week and tell people they failed. lisa: and there is pressure from president trump that if you don t do it, he will go at it unilaterally. you have to think that he is adding to pressure to passing this through for republicans. also today, what am looking at, to the clock a.m., u.s. durable goods and factory orders. gauge was the strongest since september 2018. aftermarket today, disney reports earnings, expected to have a lost. but everyone looking at disney plus, what kind of traction they are getting their earnings. did you get disney plus just to watch hamilton? jonathan: of course i did not. [laughter] lisa: i am shocked. jonathan: full anyone else try to buy tiktok? tom: i m glad you asked. let s put it this way. disney has $14 billion in cash. billion inas $140 cash. you do the math. jonathan: i think microsoft has the money to get i