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BLOOMBERG Bloomberg Surveillance July 12, 2024

Tomorrow. We will have our fed coverage as usual. Then onto an exceptionally busy end of the week. Theres no question about it, you wonder where this stimulus debate will be in washington by the end of the week and into the sunday talk shows. Jonathan 98 days until the election, you would think washington, d. C. Would get it together. Just as the economy starts to roll over, as that recovery starts to plateau, the collective will to do a whole lot more fades. That is the story, and it is always the story you when you exit the immediate crisis, the collective will fades. Tom Lawrence Kudlow still talking about a vshaped recovery. I am looking at the 3m and 16 , 20 s, unemployment. Where is the recovery . Jonathan as of q3, theres your v. After that you rollover. That is what everyone is expecting, even with the reopening. Everyone expected that mechanical lift as you go from shut down to reopen pretty much every economist expected ....

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BLOOMBERG Bloomberg Daybreak Europe July 14, 2024

The french president tells Boris Johnson a new brexit deal is not likely and italy has a few more days to cobble together a coalition. We are live from g7. Week japanese inflation stokes talks of further boj easing. Meanwhile, the rbnz governor tells bloomberg it can afford to be in wait and see mode. We can afford to watch and observe what is happening. We have taken a preemptive double cut. Matt good morning. Matt here in berlin. We had a slew of fed speakers yesterday that pulled back expectations for a big rate cut, if any at all. That really changes things in markets. Nejra you saw adjustment in pricing in terms of futures. Have we just heard from the hawks . What is jay powell going to do . Is he going to push back from we know historically jackson hole speeches can give signals of Monetary Policy in the future. Matt interesting we continued to see gains in u. S. Stocks ....

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