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Your deal take away, kkr earnings beat estimates. Stocks up. We look at the dealmaking slump. Welcome to Bloomberg Markets. We say take away because we will try and find a take away but it is hard to find an overarching through line right now. I feel it we are all settling after last weeks deal explosion. Guy waiting to see what cpi delivers prayed waiting to see how the fed is reacting. We get a lot of fed speak coming up. The earnings story peters out a little bit over the next few days. That takes us back to the macro narrative which has dominated prayed i have to ask, how was oklahoma, did the hat make it back ok . Alix i almost left the hat on the plane. The hat did make it home. Now i have a cowboy hat and trying to figure out the thing. Guy i figured you have to buy an entire outfit. This is a topdown. Alix i need the cowboy boots now. You dont want to overdo it in new york but i think the ankle boots will help the top a ....
We see a new alltime high on the s p 500. A very good morning from new york city under audiences worldwide. Alongside manus cranny and katie. Im carol massar. We are also watching oil closely backing off. We want to get to the market boards for you. It is coming after a 2. 7 gain yesterday as we continue to be concerned about escalation in the middle east. Lets bring in the team. Once again i feel like we expect it to be a quiet day but the themes continue. You see oil taking a bit of a breather. That was after a pretty dramatic tuesday that we saw. I know we were asking the question about what was going to wake oil up. What a slide its been since midoctober. It seems in geopolitical premium coming in. Im surprised the 6 is all we got in terms of the repricing. In the past 24 hours we discussed the attacks in the red sea and the u. S. Approach to iraq but the overnight news is about the conversations between joe biden and the qataris. This is about hostage release, this is about pushin ....
Situation where the u. S. Economy is growing. This is bloomberg surveillance with jonathan ferro, lisa abramowicz, and annmarie hordern. Jonathan live from new york city this morning, good morning. This is bloomberg surveillance. Lets take the temperature in the middle east. Fruit lower 1 . Brent crude down almost 1 . An unprecedented direct attack on israel over the weekend. I ran lighting up the sky on saturday night, launching more than 300 drones and missiles. Nobody killed, limited damage done. One word contained. Jonathan deescalation. What efforts will be there be to deescalate on the part of u. S. And france and germany. To me the market will not pricing a geoPolitical Risk that has yet to transpire. This is a market on edge with the new redline crossed. Iran has never directly attacked israel. Even if it is an immediate retaliation it raises the temperature. Jonathan the consensus view on the street. This from citigroup, ....