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BLOOMBERG Whatd You Miss July 12, 2024

Options. The 30 year seemed to not go as well as planned. Your getting a huge lift up in yields. The last week, we are up 15 basis points. You are starting to see a repricing underway. Romaine we did have another ipo today. We had qe holdings which is a Chinese Company that did debut, up 87 on the day. There is risk appetite, people are picking and choosing bets as anthony was alluding to. Lets bring him back into the conversation. Global strategist at a mayor price. Se. N you look ameripri when you look at the bond market and the positioning of yields here in the idea that a lot of the runup we have seen to risk assets is at least in part due to the record low yields, do you worry if we see a Material Movement up in yields, the selloff in the treasuries continuing, that would have any tangible effect on equities . Anthony it could. Not something that keeps me up at night ....

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