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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Number. Headline gdp growth is in line with what everyone expect it. Government spending data, quite strong. There is some upside risks to the economy. The consumer and the labor market side of things is looking good but manufacturing is under pressure. Pretty significant dislocation between the industrial economy and consumer economy. It is the composition of the data that is worrying the fed. A furtheree deceleration in the u. S. Economy going forward. Ultimately, we are moving back toward a lousy trend. Jonathan joining me around the table to discuss is marilyn watson, bob michele of jpmorgan, and george bory. Marilyn, you know how this works. You pick your bias, look at your data, and confirm the price. There is something in this for everyone. Marilyn thats right. The data was as expected, shows an economy that is still very healthy, decelerating to trend. It is above the feds own expectations of longterm growth. You saw very healthy personal consumption. So i think it is pretty go ....

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Dominates in terms of the overall gdp number. Headline gdp growth is in line with what everyone expect it. Wage growth, Income Growth has been relatively strong. Government spending data, quite strong. There is some upside risk to the economy. The consumer side of things and the labor market side of things, but the manufacturing is under pressure. Pretty significant dislocation between the industrial economy and the consumer economy. It is the composition of the data here that is worrying the fed. Potential pockets of weakness. We do see a further deceleration in the u. S. Economy going forward. Ultimately, we are moving back towards a lousy trend. Jonathan joining me around the table here to discuss in new york marilyn watson, bob michele , of jpmorgan, and george bory. Of wells fargo. Maryland, lets again with you. You know how this works. You pick your bias, look at your data, and confirm the price. There is something in this fo ....

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Government spending data, quite strong. There is some upside risks to the economy. The consumer and the labor market side of things is looking good but manufacturing is under pressure. There is clearly a pretty significant dislocation between the industrial economy and consumer economy. It is the composition of the data that is worrying the fed. There are pockets of weakness. We do see a further deceleration in the u. S. Economy going forward. Ultimately, we are moving back toward a lousy trend. Jonathan joining me around the table to discuss is marilyn watson, bob michele of jpmorgan, and george bory. Marilyn, you know how this works. You pick your bias, look at your data, and confirm the price. There is something in this for everyone. Marilyn thats right. The data was as expected, shows an economy that is still very healthy, decelerating to trend. It is above the feds own expectations of longterm growth. You saw very healthy personal consumption. So i think it is pretty good data and ....

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Overall gdp number. Headline gdp growth is in line with what everyone expected. Wage growth, Income Growth has been relatively strong. Government spending data, quite strong. There is some upside risk to the economy. The consumer and the labor market side of things is looking quite good, but manufacturing is under pressure. There is clearly a pretty significant dislocation between the industrial economy and consumer economy. It is the composition of the data here that is worrying the fed. There are pockets of weakness. Potential u. S. Gdp is less than 2 . We do see a further deceleration in the u. S. Economy here going forward. Ultimately, we are moving back toward a lousy trend. Jonathan joining me around the table to discuss here in new york, Marilyn Watson of blackrock, bob michele of jpmorgan, and george bory of wells fargo. Marilyn, you know how this works. You pick your ....

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Number. Headline gdp growth is in line with what everyone expect ed. Government spending data, quite strong. There is some upside risks to the economy. The consumer and the labor market side of things is looking good but manufacturing is under pressure. There is clearly a pretty significant dislocation between the industrial economy and consumer economy. It is the composition of the data that is worrying the fed. There are pockets of weakness. We do see a further deceleration in the u. S. Economy going forward. Ultimately, we are moving back toward a lousy trend. Jonathan joining me around the table to discuss is marilyn watson, bob michele of jpmorgan, and george bory. Marilyn, you know how this works. You pick your bias, look at your data, and confirm the price. There is something in this for everyone. Marilyn thats right. The data was as expected, shows an economy that is still very healthy, decelerating to trend. It is above the feds own expectations of longterm growth. You saw ver ....

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