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BLOOMBERG Bloomberg Surveillance July 12, 2024

Today, without question, on washington. Jonathan absolutely, and the response from washington both inefficient and insufficient with the president and a series of executive orders painting the democrats into a corner. They dont want to be seen challenging this legally. They need to find a way to get back to the negotiating table fast. Tom the executive order and the news out of hong kong as well. He didnt have time to get to it with kevin cirilli, but we may have a Vice President ial candidate today . Jonathan it has to happen at some point this week and the readthrough for this market will be interesting. Many people think this will be the next candidate for the presidency because the former Vice President will be a oneterm president if he even wins in november. Everybody will start reading into the vp pick. Itching to sayre this man is a trojan horse for the radical left. T ....

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BLOOMBERG Bloomberg July 2, 2024

Three hours. We came into yesterdays session, its said, saying that the only thing more boy before a long Holiday Weekend is the friday morning. Weve got stronger service pmi print as a readily identifiable trigger. What a need shift, starting yesterday. If you hadnt told anyone that second tier data would trump admit he a, trump nvidia, what happened . Were we to onesided . Was fed speak nervous before the data . I dont know what it is, but it feels like a big sentiment shift. Anxiety around inflation. I put this to chris williams, Companies Remain cautious with respect to the Economic Outlook with Interest Rates also citing geopolitical instability in the president ial election. Pulling back, theres a feeling that the university of
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