that is the crux of the market. software happens to fall neatly in that category. do equities need to re-rate because rates are so low? are they giving us a signal that equities are at risk? they are able to issue whatever they want in the corporate bond market. you can see that has caused a change in strategy already. it is like everything becomes a bond. bonds are rallying, gold is rallying because of the nature of these things. jonathan: joining me around the table are james keenan, winifred cisar, and peter tchir. it feels like a buy everything situation. the 10-year increase below 1%. u.s. corporate borrowing costs at an all-time low. is that what this is right now, just buy everything, get when you can? winifred: everything but high-yield energy. it seems investors have a lot of cash, we see record inflows into investment grade but the bias is very much to be up in quality. we don t want to buy ccc s haphazardly, buy energy haphazardly, but we have to pu
that is the crux of the market. software happens to fall neatly in that category. do equities need to re-rate because rates are so low? are they giving us a signal that equities aren t risk? they are able to issue whatever they want in the corporate bond market. you can see that has caused a change in strategy already. it is like everything becomes a bond. bonds are rallying, gold is rally because of the nature of these things. jonathan: joining me around the table are james keenan, winifred cisar, and peter tchir. it feels like a buy everything situation. the 10-year increase below 1%. u.s. corporate borrowing costs at an all-time low. is that what does is right now, just by everything, get when you can? winifred: everything but high-yield energy. it seems investors have a lot of cash, we see record inflows into investment grade but the bias is very much to be up in quality. we don t want to buy ccc s haphazardly, by energy haphazardly, but we had but the mon
software happens to fall neatly in that category. do equities need to re-rate because rates are so low? are they giving us a signal that equities are at risk? they are able to issue whatever they want in the corporate bond market. you can see that has caused a change in strategy already. it is like everything becomes a bond. bonds are rallying, gold is rallying because of the nature of these things. jonathan: joining me around the table are james keenan, winifred cisar, and peter tchir. it feels like a buy everything situation. the 10-year increase below 1%. u.s. corporate borrowing costs at an all-time low. is that what this is right now, just buy everything, get when you can? winifred: everything but high-yield energy. it seems investors have a lot of cash, we see record inflows into investment grade but the bias is very much to be up in quality. we don t want to buy ccc s haphazardly, buy energy haphazardly, but we have to put the money somewhere. they are
delay. the eu says it is up to her to drive the deal through parliament. and the business of baseball. tokyo welcomes at the start of the new season and we speak to the moneyball agent, billy dane. shery: let s get you started with the quick check of the markets close in the u.s. stocks had quite a rise today. they reversed earlier losses after the fomc dovish stance, but then turned negative to end in the red. we saw president trump saying that tariffs on china would route remain until china complies with a trade deal. industrial took a hit and the dow fell. financials also took the s&p 500 lower. the 10 year yield fell to the lowest level in more than a year after that more than expected dovish turn from the fed. we are also seeing s&p futures unchanged at the moment. . a little bit of pressure throughout the session. . let s see how we are setting up for asia. sophie: asian stocks could be in a bit of a fog after we got the dovish tone from the fed. we do have gains in s
60 s under sunny skies. unlike the start of last week no smoke or haze to start this week with the return of rainy conditions on tuesday. skies will likely remain rainy through thursday this week. no major hot spots. bay no major hot no major hot spots. bay bridge wb 80 is less then 30 min from the maze to sf. san mateo bridge less then 30 min from 880 to 101. richmond bridge drive less than 20 min from the toll to 101. (áásidebarááá) (áásidebarááá)( robin ) the butte county the camp fire is now completely contained at almost 154,000 acres. many of our local fire teams are back home or making their way back home from paradise. the massive fire began the morning of november 8th on camp creek road near the town of paradise and has since become the most destructive wildfire in california history. the butte county sheriff s office and cal fire have reported 85 fatalities and 296 people unaccounted for. the fire destroyed 18,000 structures in and around paradise. (áási