Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were going to continue to hold the stock and maybe look for oppor
They go south and what do we really do . This is bloomberg surveillance with jonathan ferro, Lisa Abramowicz and annmarie hordern. Jonathan bramo got so bored with this market that she took the next two days off. Yesterday, 5187 in this equity market going absolutely nowhere. Dani burger is in the hot see this morning, good morning to you all. Amh is down in washington dc and we have a lot to talk about starting with central bank decisions. Some might say the global easing cycle is underway. First out of the gate is the s b bank than the ecb. Dani you brought the fake britt joining the real britt. The swiss and the sweetest have already shown as theres a willingness to not just go before the fed but before the ecb. The concern is currency weakness. Deutsche bank says actually the sterling will move less than it has the past decade and the rate sensitivity is not as big as it used to be. Jonathan sterling is 1. 24 and that decision is about 15 minutes away. Dollaryen 1. 55. The yen has
Let this lead to actually postponing your plans and the confidence has returned. I think this is certainly not the right day to discuss a future tragedy. What has to be done is to support the family members as much as possible. And all of us, together. I think i can even include the general public and when the time has come we will think about strategic considerations. It might exert a confidence on your position. Ive no reason to speculate this morning. An airplane this morning was planned to go to tel aviv. And when an airplane is called back, i think there is a good reason and there are good reasons for the captain to take it and not have the fight started. Since nobody knows the answer we could call after and ask what this all might have [indiscernible] you know something about the clue we provide you the reasons in a minute or two. When you heard what might be the region, did you inform the family members immediately . Or how have they had have they gotten to know this . Are being
[000 00 00;00] with one last chance for morrison, scotland to pay their final respect, says Queen Elizabeth, the 2nd coffin lives at risk and imprison charles cathedral. Ah, im tell mccrae, this is al jazeera live from dover, also coming up light nights renewed, fighting along the border between ammonia in as a by john 6 month sense of the boy and the pressure build says ukrainian troops try russian units back further. Across the northern border and rebels, and if you, if he is to cry regent site are ready for ceasefire talks with the government, but with conditions. Ah, we begin in scotlands where people have been paying debt last respects to Queen Elizabeth, the 2nd members of the public have been filing past the light monarchs coffin at Saint Johns Cathedral and edinburgh. It will lay at risk there until tuesday, before traveling to london. Earlier in the day, the queens 4 children escorted the coffin from the official residence in edinburgh. Crowds crammed the streets to watch the