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BLOOMBERG Whatd You Miss July 14, 2024

Retiring. We know they have had a lot of issues with the plane. I have been trying to fix the software issues. Boeing naming mark james to take over oversight of that 737 max program. Retirement might be a nice way to put it. The big event this week was two days of testimony. He seems to be in favor of cutting rates. Deliberately emphasize things going wrong globally. He is not that sensitive to Economic Data. I think his room his view is that inflation is somewhat under control. Is such a dramatic change from six months ago. Joe when the Global Outlook significantly dims, your ability to be purely data dependent goes away. You have to try to act ahead of the term. The fed has admitted that it does not have the conventional quality space to fight a gardenvariety recession anymore. It is really about recession prevention. Luke that is the only game in town that requires you to ....

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BLOOMBERG Bloomberg July 4, 2024

For equities you got stocks trading heavy bank of america says Fund Managers are overweight. Tech the most since 2021. Is there even cash left to buy any dip here from new york, im alex deal with my cohost in london, guy johnson. Welcome to bloomberg markets. Not as intense as it was a few hours ago, but were definitely seeing a strong up risk off kind of move within the market. Diy and holding up those are two things you never want to hear in the same sentence because it really does. To be honest, im just talking about from personal experience. The consumer thing i think is fascinating. Look at what is happening. You got strong wage data out of the uk, youve got marks and spencer, a stalwart of the british high street, coming out and announcing really strong results on your side of the pond. Home depot back to the to the diy thing. The numbers look good. Yeah. Structurally, i think theres a long term positive story, but what but a ....

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