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Transcripts For BLOOMBERG Bloomberg Surveillance 20240711

We welcome you on the simulcast. Bloomberg radio and Bloomberg Television across this nation and worldwide. This due of news is just extraordinary. An important moment will be Lawrence Kudlow after the jobs report. But jon, i want to talk for a moment about the markets. Affected. Oeing come up 5 . Igit 13 on the s p 500 yeartodate, and the nasdaq 100, lisa has loaded the boat on the nasdaq, up 38 . This is a boom and great bull market. Jonathan record on the nasdaq, just off that on the s p 500. The market has ignored all of the bad stuff over the last month and held onto all of the good stuff. Does that change in 29 minutes . The payrolls report, the estimate for hunted 60,000 the estimate 460,000. Tom Kevin Cirilli talking about the enthusiasm to get something done. We will talk about that in the moment. I love what greg peters of pgim said in the opening credits, the idea that everybody is looking for every bit of yield. To me that has been undersold story this week about how other

Transcripts For BLOOMBERG Bloomberg Surveillance 20240711

We welcome all of you to an onraordinary friday morning Bloomberg Radio and Bloomberg Television. It is jobs day. We will look at the state of this pandemic economy at 8 30. But we will also begin to see substantial count and returns from these key states of georgia and pennsylvania. Jonathan really tight races in places like georgia and nevada, tightening in arizona and pennsylvania. That is the focus for market participants. I would go one step further. Also a focus on the senate. A reporter a little while ago said it wouldnt be a blue wave, it would be a blue mist if we got a 5050 in the senate with a Biden White House. That would really change the story. Then youve got to reshape the narrative of the past couple of days that have been driving this market. Tom we will get to the data here as we move along. Futures, 38. The dollar a little bit weaker. Gold up 50 over the last number of days. Michael holland scheduled to be with us on the market. I am still trying to find an entry poi

Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

Day for the Federal Reserve system. It is a meeting of mystery. Our Michael Mckee will be there for the press conference, special coverage this afternoon. But right now, a great conversation on some of the challenges that we are going to see. Jon ferro, to me, the major challenge, with futures up 17, you mentioned this earlier, this morning, is the two americans that are out there, that two americans that are out there right now, jon ferro, are nothing like what john edwards ever thought he would see. Jonathan just compare and contrast, tom, take the airlines on one hand you can take any sector, the retail sector, and compare it to fintech right now. Big tech on fire. Other companies, tom, literally slashing in tens of thousands, and a central bank that has to set policy for both economies. That is a tremendously difficult position to be in as a central bank right now, and that will create distortion. Some would argue that is already happening. Tom Lisa Abramowicz, within your reading,

Transcripts For CNBC Closing Bell 20240712

Ginsburg made the political picture in washington significantly more complicated with some analysts saying the odds of another round of stimulus before the election falling sharply. Bank stocks are getting crushed today as well amid new report about major firms dealing in suspicious funds well have more on that in just a bit. We have 59 munz left left to goy volatile session still make for the worst day in a while. Percentage terms, were down 2. 2 as we stand ahead will be all over the selloff in the final hour of trade. Billionaire investor Mike Novogratz will join us with his take on todays plunge and whether he is buying any of the dips after three straight lease losing weeks and well speak with john kerry in an exclusive interview. Well get his take on the Supreme Court, on stimulus, on the election and that final month run in of campaigning which, of course, he knows so much about lets focus in on the big stories were watching on a very busy day of news mike san toll toli is track

Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

Unemployment rate over 10 , and that is nothing like what we see this morning. The mystery of what we see with this is absolutely extraordinary. Weve got the voices lined up to talk about it. The market standpoint, economic standpoint. What is missing, maybe we will get that from mr. Kudlow later, what is the view of washington on the American Labor economy . Jonathan and will the view change with jobs numbers falling apart . I never thought i would sit here and say it could be positive one million, could be one million. Quite simply, no one knows million. Negative one quite simply, nobody knows. Tom Bernie Sanders of vermont talking about the inequalities out there. This jobs report will show the start discerns between the stark difference between the haves and havenots. Lisa that has really been the hallmark of the crisis that has ensued. Theres a question of looking at the granular month we data, and the belief that looking at some of the corporate reports and the earnings that thin

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