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BLOOMBERG Bloomberg Surveillance July 12, 2024

To give us a story of whats going on. Yesterday we saw a big selloff on the back of President Trump tweeting he will call off a lot of the stimulus talks. Mood focuses on tech giants and corrections we saw there, but they are also arriving in europe put together with bonds and investors digested the tweets from the president , but eurobonds climbing. Maybe there is a bat implicitly in the market that we get the extra monetary stimulus. Funds dody shows the deliver outperformance but they are not as quite not quite as smart as you think. Here is leighann gerrans. The European Central bank is signaling the need for extra monetary and fiscal stimulus. Saysdent Christine Lagarde her greatest fear is a cliff ise in which fiscal aid brought to soon. It could be prudent to add extra monetary support to sustainably lift in ....

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