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May 29, 2023
05/23
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>> tom foley. there is nobody else. >> a year and a half after tom foley's conviction, both sides file back into the courthouse to one again deferment tom's feet. >> the circuit court is now again in session. >> as before, the state opened its case with the crime scene analysts. >> why is it that you found? >> all on a yellow downs. >> located in the bag was three shells. these are phone records -- >> norris also showed the jury the records from around the time dar was killed. >> there were no phone calls that either came in or left. >> your wife does a show of somewhere, why not call home and see, have you left at? where are you? we're waiting for? >> that's what i would. do >> according to detective carbon, tom did not bother calling dar at home because he knew dar was already dead. then members of dar's step forward to testify that tom and dar's marriage was troubled, and that tom wanted out. >> he told me that his the wife is a very controlling and that it was wearing on him. and he did not nec
>> tom foley. there is nobody else. >> a year and a half after tom foley's conviction, both sides file back into the courthouse to one again deferment tom's feet. >> the circuit court is now again in session. >> as before, the state opened its case with the crime scene analysts. >> why is it that you found? >> all on a yellow downs. >> located in the bag was three shells. these are phone records -- >> norris also showed the jury the records from...
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Jul 4, 2023
07/23
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FOXNEWSW
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. >> tom: ice age, wow. coming up, most americans support the ruling from the supreme court. so much more now? other companies are charging you more and more for less and less. and we hate that! that's why force factor has partnered with walmart to provide amazing supplements at great prices for all americans. force factor products use clinically studied patented ingredients to powerfully improve your health. they're also delicious, easy to use and affordable. that's why force factor is now the number one best selling herbs and supplements brand at walmart. rush to walmart and unleash your potential with force factor. (school bell ringing) (door opening, mixed chatter) child: you're so stupid! (mixed chatter) (laughter) child 2: please just leave me alone. >> tom: most americans agree on race, it seems the court made a good case. only a tiny faction supports affirmative action. according to a new poll, majority of americans, 52% agree with supreme court 96ing affirmative action in college admission and agree
. >> tom: ice age, wow. coming up, most americans support the ruling from the supreme court. so much more now? other companies are charging you more and more for less and less. and we hate that! that's why force factor has partnered with walmart to provide amazing supplements at great prices for all americans. force factor products use clinically studied patented ingredients to powerfully improve your health. they're also delicious, easy to use and affordable. that's why force factor is...
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Jul 24, 2023
07/23
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tom: movie critic. jonathan: big week of tech earnings and our resident movie critic as well on "barbie" and "arpin heimer desk and "oppenheimer -- "oppenheimer." jonathan: "barbie" you can watch what you are bored, not sure what you would go to the theaters. "oppenheimer," i feel like i need to go to the would-be theater to experience. that is my take. tom: it is bizarre. jonathan: leadership. i love the inside story. are you telling me the ceo was on board with that, the haphazard abrupt? tom: we will find out once he sees "oppenheimer." jonathan: if you want to say it, you have 10 seconds to say it. [laughter] >> i don't know. i think right now she is just following what they want to do. jonathan: that is what it sounds like a good from new york city, deutsche bank coming up next to my futures just about positive that's coming up next, futures just about positive. ♪ >> it's a favorable development. if you can better -- battle inflation without bowing -- blowing up the system. >> the fed doesn't wan
tom: movie critic. jonathan: big week of tech earnings and our resident movie critic as well on "barbie" and "arpin heimer desk and "oppenheimer -- "oppenheimer." jonathan: "barbie" you can watch what you are bored, not sure what you would go to the theaters. "oppenheimer," i feel like i need to go to the would-be theater to experience. that is my take. tom: it is bizarre. jonathan: leadership. i love the inside story. are you telling me the ceo...
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Jun 19, 2023
06/23
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but tom? he'd always had an awful temper, they said. >> i was always afraid he was going to hurt her. always. always. >> why? what about him? >> his temper. >> you can't go from zero to 100 and think clearly. >> i think that he was just in a fit of rage. and he shot her. >> armed with the new information, the detective went back to talk to tom. and zeroed in on those scratches. officers had given him something clean to wear so they could collect his bloody clothing. >> and you have scratches on your body. >> okay. >> do you see this, this is a shaved chest. do you know how bad this hurts and it just. so when i'm sitting there, i do this off work and day. this is actually her blood, it comes off. see? oh my gosh, it's coming off. it's her blood. >> that's actually a scratch, okay? that's a scratch. >> still, the detective pressed him. he had motive and opportunity, she said. >> so when you went upstairs, you are arguing with her. and you know you are arguing with her. >> she was also reluctant
but tom? he'd always had an awful temper, they said. >> i was always afraid he was going to hurt her. always. always. >> why? what about him? >> his temper. >> you can't go from zero to 100 and think clearly. >> i think that he was just in a fit of rage. and he shot her. >> armed with the new information, the detective went back to talk to tom. and zeroed in on those scratches. officers had given him something clean to wear so they could collect his bloody...
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May 2, 2023
05/23
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BLOOMBERG
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tom: i'm not. you can have sinbad or roy woods junior show up it will be a more constructive meeting. jonathan: equity futures softer, -0.2% on the s&p 500. the nasdaq totally unchanged. even with the deal between jp morgan and first republic, no relief rally for the banking sector. no relief rally in the equity market broadly. unchanged going into the fed. tom: i am sorry i missed yesterday's festivities. stay with us for jp morgan first republic through the morning. i go back old fogey to three month libor. it is a grind into the fed meeting. jonathan: the meeting begins today and washington, d.c. and concludes tomorrow. will coverage on bloomberg tv and radio. friday, the payroll before, and in between an ecb decision and apple earnings. joining us is the equity strategist at berenberg. you know where i'm going to go with this. the tk is thinking this is the same story. they complain, they kick the can that there is not a big issue with the debt ceiling. is that a complacent way of looking at th
tom: i'm not. you can have sinbad or roy woods junior show up it will be a more constructive meeting. jonathan: equity futures softer, -0.2% on the s&p 500. the nasdaq totally unchanged. even with the deal between jp morgan and first republic, no relief rally for the banking sector. no relief rally in the equity market broadly. unchanged going into the fed. tom: i am sorry i missed yesterday's festivities. stay with us for jp morgan first republic through the morning. i go back old fogey to...
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Jul 5, 2023
07/23
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BLOOMBERG
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tom: ok. annmarie: but -- it is not far, what you need to do is take the train to naples and then take a ferry from naples to ischia. tom: i am tried to get the train to lexington and 59th. jonathan: you have campagna on the others, and then you take the boat, as annmarie suggested. we are going to go to that next year i think. tom:tom: can we on wooden boats? jonathan: you want to go to a reefer boat. tom: i will wear my speedo. jonathan: i will take you back to the ritz. would you like that? tom: i would, seriously. that would be great. jonathan: the romance of it all. futures negative. this is bloomberg. ♪ i was hesitant to get the hearing aids because of my short hair. but nobody even sees them. our nearly invisible hearing aids are just one reason we've been the brand leader for over 75 years. when i finally could hear for the first time, i started crying. i could hear everything. call 1-800-miracle and schedule your free hearing evaluation today. and your store was also the first time
tom: ok. annmarie: but -- it is not far, what you need to do is take the train to naples and then take a ferry from naples to ischia. tom: i am tried to get the train to lexington and 59th. jonathan: you have campagna on the others, and then you take the boat, as annmarie suggested. we are going to go to that next year i think. tom:tom: can we on wooden boats? jonathan: you want to go to a reefer boat. tom: i will wear my speedo. jonathan: i will take you back to the ritz. would you like that?...
10
10.0
Jul 21, 2023
07/23
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tom: i don't. i am probably the one man that does not care but i was instructed to not come home unless i do. for those on the radio, this is a king charles suit. i was told to wear a pink bow tie. jonathan: i don't think you're the only guy to not care. positive by 0.2% on the s&p 500. not just the fed decision next week. wednesday, meta. amazon thursday. apple. a big week for big tech. tom: tom: our first conversation this morning will focus on the global ramifications of big tech. top to brag -- top to bottom, this is an indicator of each company. it is just like big banks. cannot all conflict them together. they are not all like netflix. i focus on apple but that is my bias. jonathan: tesla was the worst since april. aching money is a business. tom: they are making money but -- someone said this brilliantly yesterday. i am sorry i cannot quote. is streaming a profitable business? jonathan: for netflix, yes. everyone else, it might be a struggle. tom: i have trouble with this. jonathan: we said
tom: i don't. i am probably the one man that does not care but i was instructed to not come home unless i do. for those on the radio, this is a king charles suit. i was told to wear a pink bow tie. jonathan: i don't think you're the only guy to not care. positive by 0.2% on the s&p 500. not just the fed decision next week. wednesday, meta. amazon thursday. apple. a big week for big tech. tom: tom: our first conversation this morning will focus on the global ramifications of big tech. top to...
0
0.0
Jan 20, 2023
01/23
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tom: i love it. jonathan: she can have the cognac at the end, she just has to check her bearishness. tom: this is important. if you are at a dinner with golub you are getting cognac and it is a splendid copper gold. jonathan: can you give me a price on that? tom: i can't get there right now. good morning, zurich. jonathan: we are going to force you to stay with us for a few more moments. futures up on the s&p. this is bloomberg. ♪ lisa m.: keep you up-to-date with news from around the world, i'm lisa mateo. the parent of google has become the latest tech giant to cut about 12,000 jobs. that is more than 6% of its workforce. sundar pichai says the cuts will affect jobs across the entire company. he takes responsibility for the decisions that led alphabet to this point. the biden administration is sending another major package of military hardware to ukraine. it includes 90 stryker armored personnel carriers, if t9 bradley fighting vehicles, and millions of rounds of ammunition. the package, valued a
tom: i love it. jonathan: she can have the cognac at the end, she just has to check her bearishness. tom: this is important. if you are at a dinner with golub you are getting cognac and it is a splendid copper gold. jonathan: can you give me a price on that? tom: i can't get there right now. good morning, zurich. jonathan: we are going to force you to stay with us for a few more moments. futures up on the s&p. this is bloomberg. ♪ lisa m.: keep you up-to-date with news from around the...
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0.0
Feb 8, 2023
02/23
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KPIX
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>> stephen: the tom hanks. >> tom: well, let's go with that. but confess. it's pretty good. >> stephen: it's really good. it's strangely, strikingly, shamefully good. because it's so refreshing. you give that little caffeine too. keeps you going to that champagne. >> tom: that's right. you'll polish both of them off. a six-pack -- >> stephen: oh, i can finish a diet coke. >> tom: and the magnum. >> stephen: i am no lightweight. i can finish a diet coke. >> tom: two-fisted coke drinker. i love it. >> stephen: we've got to take a quick break. we'll be right back with more tom hanks. i can't believe. this all-new ariya is an elegant ev. yeah, with 389 horsepower. ♪♪ and all-wheel drive. ♪♪ it's beautiful. it's a beast. it's electric. with an edge. oh, let's go with that. ♪♪ hi, i'm ron reagan, an unabashed atheist, and i'm alarmed, as you may be, by the intrusions of religion into our secular government. that's why i'm asking you to join the freedom from religion foundation, the nation's largest and most effective association of atheists and agnost
>> stephen: the tom hanks. >> tom: well, let's go with that. but confess. it's pretty good. >> stephen: it's really good. it's strangely, strikingly, shamefully good. because it's so refreshing. you give that little caffeine too. keeps you going to that champagne. >> tom: that's right. you'll polish both of them off. a six-pack -- >> stephen: oh, i can finish a diet coke. >> tom: and the magnum. >> stephen: i am no lightweight. i can finish a diet coke....
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Feb 13, 2023
02/23
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tom: he was there. this is ge aerospace, advancing flight for future generations. ♪ welcome to a new era of flight. for businesses of all sizes, there are a lot of choices when it comes to your internet and technology needs. when you choose comcast business internet, you choose the largest, fastest reliable network. you choose advanced security for total peace of mind. and you choose a next generation 10g network that's always improving, getting faster; more reliable; and more intelligent to keep you ready for today and tomorrow. the choice is clear: make your business future ready with the network from the most innovative company. comcast business. powering possibilities™. >> the market was asked to start as soon as january, and it is clear that it was coming ended saying, -- and saying, "no, we are having a decent january." >> i would say that we are entering into the golden age of credit. >> this is bloomberg surveillance. tom: good morning. jonathan ferro, lisa abramowicz, and tom keene on your
tom: he was there. this is ge aerospace, advancing flight for future generations. ♪ welcome to a new era of flight. for businesses of all sizes, there are a lot of choices when it comes to your internet and technology needs. when you choose comcast business internet, you choose the largest, fastest reliable network. you choose advanced security for total peace of mind. and you choose a next generation 10g network that's always improving, getting faster; more reliable; and more intelligent to...
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52
Jul 7, 2023
07/23
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tom: it is like otani. the thing i got out of that as a complete amateur, they cannot see the track. jonathan: limited vision. tom: i was unaware of that. jonathan: looking forward to the conversation coming up in a moment. i am loving your interest in formula one. equity futures, negative .01% on the s&p. job support around the corner, the >> we continue to believe that we are going to see a global economic recession. >> the hard landing is on the radar. >> i do think the fed will continue hiking rates. >> it will take a lot to derail a hike. >> our inflation forecast is strong enough on the downside that they do not need to hike again. announcer: this is "bloomberg surveillance" with tom keene,. then pharaoh, and lisa abramowicz. jonathan: it is payrolls friday. this is "bloomberg surveillance" on tv and radio alongside tom keene. i am jonathan pharaoh -- jonathan ferro. the number we are looking for is 230,000. in the previous month, 339,000. the estimate is creeping higher after dominant numbers we saw
tom: it is like otani. the thing i got out of that as a complete amateur, they cannot see the track. jonathan: limited vision. tom: i was unaware of that. jonathan: looking forward to the conversation coming up in a moment. i am loving your interest in formula one. equity futures, negative .01% on the s&p. job support around the corner, the >> we continue to believe that we are going to see a global economic recession. >> the hard landing is on the radar. >> i do think the...
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30
May 26, 2023
05/23
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BLOOMBERG
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pam, you are a rock- i wasn't going to say it. ♪♪ tom: tom: good morning. thank you so much for the response today. we are having fun on a friday before the celebration of memorial day, the remembrances of memorial day. the celebration in the market is simple. futures doing better through the early trading. you have to believe smaller trading today. the vix 18.52. there are two bloomberg strains of economic data through the morning with the michigan coming up later. michael mckee has the task of looking through 20 items in four pages of data behind each of those 20 items. what do you see? -durable goods orders are out right now but we do not have income numbers yet because everybody is hitting internet at the same time. personal income for percent -- .4% better than .3% last month and it matches the estimate. spending stronger than anticipated up .8% compared with flat reading in march. pce deflator. the fed is watching. it is stronger. .4% up from .1% and stronger than the consensus forecast. it puts us at 4.4% for the headline number over the march number
pam, you are a rock- i wasn't going to say it. ♪♪ tom: tom: good morning. thank you so much for the response today. we are having fun on a friday before the celebration of memorial day, the remembrances of memorial day. the celebration in the market is simple. futures doing better through the early trading. you have to believe smaller trading today. the vix 18.52. there are two bloomberg strains of economic data through the morning with the michigan coming up later. michael mckee has the...
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Aug 23, 2023
08/23
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tom: swissie. jonathan: from new york city, good morning. ♪ if you're trying to get a view of the whole organizational financial health and you're trying to do that through multiple systems, that makes it very, very cumbersome. ♪ it's not just tech, it's not just people. it's how they work together to provide that experience to the customer. as a finance organization that is what you want to do. ♪ jonathan: equities with a little bit of a lift. good morning. elevated by .4% on the nasdaq 100. up by 0.55%. another day of losses, five days out of six we are down on the s&p 500. let's see what today brings. in the bond market, two year, 10 year, 30 year, the two getting coachable about 5%. down about five basis points. the two-year, very close to a cycle hi. tom: comfortable nails it. i am getting used to it. spreads come in. is there a dynamic to corporate spreads? lisa: recently there is softness but tight has been the story for a long time. tom: price up, yields down. people want to buy 7% co
tom: swissie. jonathan: from new york city, good morning. ♪ if you're trying to get a view of the whole organizational financial health and you're trying to do that through multiple systems, that makes it very, very cumbersome. ♪ it's not just tech, it's not just people. it's how they work together to provide that experience to the customer. as a finance organization that is what you want to do. ♪ jonathan: equities with a little bit of a lift. good morning. elevated by .4% on the nasdaq...
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Mar 5, 2023
03/23
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maybe eager to get tom out of the way. remember those anonymous texts to tom. the one telling them about gayle and linda's affair? she told police they came from gill. when she found out, she confronted him. >> i was absolutely furious. >> what did you say to him? >> i just screamed who the hell do you think you are? why would you do this? >> very devious. >> very. very. >> according to linda, gill cried, saying he only did it because he felt tom should know the truth. she said he begged for forgiveness and even threatened to harm himself. >> tom felt bad that he felt suicidal. tom was that kind of guy. you know? i know this is a really crazy situation we are in, but i'm not gonna let him kill himself over it. like, we will work this out, somehow. you know? >> linda says she was still worried that gill was suicidal. that is why she decided to postpone telling him that the affair was over until after the holidays. she seemed sincere. but investigators had to wonder if linda gill had plotted together to get rid of tom. coming up. linda, under the microscope. >> s
maybe eager to get tom out of the way. remember those anonymous texts to tom. the one telling them about gayle and linda's affair? she told police they came from gill. when she found out, she confronted him. >> i was absolutely furious. >> what did you say to him? >> i just screamed who the hell do you think you are? why would you do this? >> very devious. >> very. very. >> according to linda, gill cried, saying he only did it because he felt tom should know...
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0.0
Feb 1, 2023
02/23
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tom brady. for america, it is a big deal. jonathan: this may not be a big deal for you -- tom: this may not be a big deal for you. jonathan: when mike mckee broke the number, and came back, i went straight to brady. tom: you did. jonathan: do you understand -- i understood the magnitude of the moment. lisa: you're going to leave now? jonathan: i don't believe he retired. lisa: i think you are right. i think he retired. jonathan: all right. [laughter] ♪ 202 pounds on golo.'ve lost so the first time i ever seen a golo advertisement, i said, "yeah, whatever. there's no way this works like this." and threw it to the side. a couple weeks later, i seen it again after getting not so pleasant news from my physician. i was 424 pounds, and my doctor was recommending weight loss surgery. to avoid the surgery, i had to make a change. so i decided to go with golo and it's changed my life. when i first started golo and taking release, my cravings, they went away. and i was so surprised. you feel that your b
tom brady. for america, it is a big deal. jonathan: this may not be a big deal for you -- tom: this may not be a big deal for you. jonathan: when mike mckee broke the number, and came back, i went straight to brady. tom: you did. jonathan: do you understand -- i understood the magnitude of the moment. lisa: you're going to leave now? jonathan: i don't believe he retired. lisa: i think you are right. i think he retired. jonathan: all right. [laughter] ♪ 202 pounds on golo.'ve lost so the first...
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Oct 31, 2023
10/23
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tom: good morning. jonathan ferro, lisa abramowicz, and tom keene. we are costumed, treating, tricking. it is october -- the 31st today? halloween. i am going as yield curve control, is what we are trying to do. mrs. keene said, is that a diet? she wore black today. i went with a sort of gray motif. but it is inspired that you went as toxic brew. lisa: i was inspired. i had to dig deep to find it. but yield curve ambiguity -- i do not know what that means now. tom: jon going as the head of -- of the next head of chelsea football. maybe it was manchester. in the western world, we are looking at one thing. the act in japan. this is not funny. lisa: what did they do? created more ambiguity about what 1% as a band was, increased their inflation forecasts for this year and the year after, then they put this out from governor wade up. uncertainty is -- from governor ueda. uncertainty is high. tom: they have to adapt what is out there, and it is a busted theory. we will be hearing a lot of this into the fed meeting. is it tomorrow? i am working the three da
tom: good morning. jonathan ferro, lisa abramowicz, and tom keene. we are costumed, treating, tricking. it is october -- the 31st today? halloween. i am going as yield curve control, is what we are trying to do. mrs. keene said, is that a diet? she wore black today. i went with a sort of gray motif. but it is inspired that you went as toxic brew. lisa: i was inspired. i had to dig deep to find it. but yield curve ambiguity -- i do not know what that means now. tom: jon going as the head of --...
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0.0
Sep 1, 2023
09/23
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tom: a stronger yuan. it is interesting to see how it affairs into their monday morning call -- bears enter their monday morning call. humbled by the guess who has shown the across extended american labor day. randall kroszner has been so committed to the show. arguably our greatest financial economists. jeffery rosenberg will look at yield here off of the job support. really thrilled with this lineup we got this morning. if you go back through a year, there are single moments where things stop on the show. david kelly is trophy taking this year, a number of months ago, simply said we're going to see negative nonfarm payrolls. dr. kelly joins us this morning. the doctors and place -- the vector is in place. how do you extrapolate the shock of a negative nonfarm payroll statistic? david: it is not going to be today, we do not think, and probably still a few months out, but if you look at decline of jobs, it is been significant. we have gone from 12 million job openings march last year down to 8.5 million no
tom: a stronger yuan. it is interesting to see how it affairs into their monday morning call -- bears enter their monday morning call. humbled by the guess who has shown the across extended american labor day. randall kroszner has been so committed to the show. arguably our greatest financial economists. jeffery rosenberg will look at yield here off of the job support. really thrilled with this lineup we got this morning. if you go back through a year, there are single moments where things stop...
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0.0
Jun 20, 2023
06/23
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tom: as i said earlier,tom: we . a lot of people published over the long weekend and there is question about it. lisa: i am watching yields, i am watching them creep higher. they had been at the highest level since before the banking concerns in the euro gaining just a touch versus the dollar. we have seen that consistency given the ecb productions. tom: as i said earlier, with james bullard of st. louis. i don't know what mckee would say to that. is he the outlier? lisa:lisa: there are a number of people on the same pages him. tom: in the equity space, we have focused on you and you want to know equity opinion around equities, bonds. scott t chronert equities, bonds. scott t chronert from citigroup global markets what a strange time, i want you to decide how you address in writing fear. wherewhere is the liquidity stry right now? scott: it's in the performance gains in this moment of large-cap equities and is increasingly positioning data. equities and is increasingly positioning data. we are looking at futures that
tom: as i said earlier,tom: we . a lot of people published over the long weekend and there is question about it. lisa: i am watching yields, i am watching them creep higher. they had been at the highest level since before the banking concerns in the euro gaining just a touch versus the dollar. we have seen that consistency given the ecb productions. tom: as i said earlier, with james bullard of st. louis. i don't know what mckee would say to that. is he the outlier? lisa:lisa: there are a...
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0.0
Aug 29, 2023
08/23
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tom: house? tom: s&p futures of negative five, down .1%. this is bloomberg surveillance, jonathan ferro preparing for a 9:00 hour. i look at the data and i would suggest it would shift in the last half hour. yields are up higher by .3%. small points, 1.9% on the two-year. kailey: dollar-yen, tom: there is a weaker yen and i would suggest that we are at a boj to watch for intervention. kailey: when you look at the bubbles the highest since last year it would suggest that. you would have to have the research of the 155 you? what is the boj do that? tom: we spoke to the tokyo office and they said there is a rangy discussion of scrapping yyc a short-term yield control of the central bank which they said it was a fiction. tom: are you thinking about moving to virginia? send us your email so we will see it on america's housing crisis. stay with us, this is bloomberg surveillance. us, this is bloomberg surveillance. ♪ tom: all last week we have markets on the move. of friday, monday, we are flat on the markets. futures, fixes 15.49. it's made up
tom: house? tom: s&p futures of negative five, down .1%. this is bloomberg surveillance, jonathan ferro preparing for a 9:00 hour. i look at the data and i would suggest it would shift in the last half hour. yields are up higher by .3%. small points, 1.9% on the two-year. kailey: dollar-yen, tom: there is a weaker yen and i would suggest that we are at a boj to watch for intervention. kailey: when you look at the bubbles the highest since last year it would suggest that. you would have to...
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0.0
Feb 14, 2023
02/23
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tom: excuse me. [laughter] this idiocy of now casting the beloved geniuses at cleveland who i adore for their work on inflation for 20 and 30 years, even they have dived into the value of now casting. is there any statistical value to navelgazing now casting? stephen: as economists, we have all been doing that to a degree. i do not like to advertise my number on a day-to-day basis but the one price we can track his gasoline prices. that is responsible for a good part of the high-frequency noise in the data. otherwise it is pretty tough. how do we know there is not going to be surprise on medical care? there are certain things we can track and others we cannot. jonathan: you keep that a secret? stephen: that's right. [laughter] i cannot show you everything. jonathan: stay close. stephen stanley of santander. mike mckee is our now castor. tom: road trip to stanley to spain. [laughter] jonathan: so predictable. tom: high speed rail. the three of us. jonathan: that works great. lisa: happy valentine's da
tom: excuse me. [laughter] this idiocy of now casting the beloved geniuses at cleveland who i adore for their work on inflation for 20 and 30 years, even they have dived into the value of now casting. is there any statistical value to navelgazing now casting? stephen: as economists, we have all been doing that to a degree. i do not like to advertise my number on a day-to-day basis but the one price we can track his gasoline prices. that is responsible for a good part of the high-frequency noise...
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Jan 17, 2023
01/23
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tom: tom: -- tom: we have been looking at different names in davos at wealth management. can morgan stanley wealth success be relegated -- replicated? devin: it is going to be tough. morgan stanley made tough decisions a decade ago coming out of the financial situation to change the model. they ran full speed into wealth management's and with the smith barney acquisition, that was transformational. now there is a lot of scale and that will be tough to stick their toe in and do that. tom: you right where i want to go, which is the idea of scale. does mr. solomon have scale at goldman sachs? that seems to be under discussion. devin: big debate is around what is happening in consumer business. we have been more constructive. i think goldman should continue to think about how they evolve and what the bank should look like over the next 20 years. sometimes critics want instant gratification over the next one or two, but they are coming from essentially a small base consumer. they have had a wealth management business for a long time. there is room for them to scale back. oppor
tom: tom: -- tom: we have been looking at different names in davos at wealth management. can morgan stanley wealth success be relegated -- replicated? devin: it is going to be tough. morgan stanley made tough decisions a decade ago coming out of the financial situation to change the model. they ran full speed into wealth management's and with the smith barney acquisition, that was transformational. now there is a lot of scale and that will be tough to stick their toe in and do that. tom: you...
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Aug 7, 2023
08/23
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tom: ritika: tom: -- we are not there. jonathan: curry is leaving -- jeff currie is leaving goldman sachs. tom: we are going to join on oil and we do so with a trick -- terrific academic peer julian lee. -- terrific academic, julian lee. thank you for joining us this morning. i want to go to the mistreat which is oil demand. we have great reporting your team saying what a shock, price up, demand down. there will demand be if we get prices to stay at jeff curries '$85 a barrel? julian: the theme has been the slower pace of demand recovery in china than many people were expecting after the easing of lockdowns earlier in the year and the opening up of travel. one of the things people didn't quite get earlier in the year was that oil isn't quite such a transport dominated fuel in china as it is in the united states or even europe, where the bulk is in transportation. therefore the opening up of transportation has a big impact. in china is only about of half of oil involved in the transport sector. you open up that area, the im
tom: ritika: tom: -- we are not there. jonathan: curry is leaving -- jeff currie is leaving goldman sachs. tom: we are going to join on oil and we do so with a trick -- terrific academic peer julian lee. -- terrific academic, julian lee. thank you for joining us this morning. i want to go to the mistreat which is oil demand. we have great reporting your team saying what a shock, price up, demand down. there will demand be if we get prices to stay at jeff curries '$85 a barrel? julian: the theme...
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Jan 24, 2023
01/23
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it's a reversal of what we tom: tom: saw from last year. we will talk in a global basis in a moment. i will go back to ralph ankum who was with us and he said there was a bottom in october and that's a lonely view. lisa: i like how you put technical analysis in its pit -- in its place which is one piece of the puzzle. the momentum, how does that fly in the face of doom and gloom? there is temporary optimism that people have. tom: you can see the economics and the fed babbled through what you see in the charts. i will say it's a boring january screen and futures are at negative 80 but there is lots of incongruent teas because we are coming out of a pandemic, china is opening and there is massive uncertainty around the october bottom. lisa: european economic data has come through to a surprising upside. in the u.s., it's the opposite, it's been disappointing on the margins. you start to see some weakening especially with leading indicators. when can you expect divergence in europe outperforming at a time when people are under invested? will t
it's a reversal of what we tom: tom: saw from last year. we will talk in a global basis in a moment. i will go back to ralph ankum who was with us and he said there was a bottom in october and that's a lonely view. lisa: i like how you put technical analysis in its pit -- in its place which is one piece of the puzzle. the momentum, how does that fly in the face of doom and gloom? there is temporary optimism that people have. tom: you can see the economics and the fed babbled through what you...
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Nov 22, 2023
11/23
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tom: wow. ira: i think it is going to be difficult for inflation breakevens, basically the tips gauge versus where nominal treasury yields are, to come down much lower than where they are today around 2.2% on the 10-year. if we are going to have the rally in the treasury market we think we are going to have next year, almost all of that will come from the real yield. tom: away from trying to make money, ira jersey, what does that low real yield mean for the american economy, for business, the incentive to invest? ira: it should actually increase -- it should make financial conditions somewhat better. one of the drags on the economy right now -- which is what the fed wants, to be fair -- is to have real yields be an impediment to very fast economic activity. that should help arrest inflation. but even at 1.25%, 1.5%, compared to the last 10 years, that is not particularly high. it is also not particularly low. not long ago we had -2% real yields. positive real yields, i think, is still a sign th
tom: wow. ira: i think it is going to be difficult for inflation breakevens, basically the tips gauge versus where nominal treasury yields are, to come down much lower than where they are today around 2.2% on the 10-year. if we are going to have the rally in the treasury market we think we are going to have next year, almost all of that will come from the real yield. tom: away from trying to make money, ira jersey, what does that low real yield mean for the american economy, for business, the...
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Feb 8, 2023
02/23
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tom: i spoke with mr. rubenstein after the interview yesterday and i mentioned him three times because the inside was a four pointx percent treasury. with a vengeance, things cost money now. that's what we are seeing. jonathan: you say let's by the front and and take 50 and run for the hills. what we heard yesterday is the reinvestment risk one or two years down the line, can you pick up 450 words you have to take the original -- additional risk and more risk? that's the kind of decision you have to make looking at next income at the moment. lisa: especially if you buy into this rapid inflation. a lot of our guests seem to think that duration had been overplayed. they were a little less confident going into 10 year treasuries at 3.5% than they were a couple of months ago. maybe the reinvestment risk of not being in a longer duration instrument is not as great as it was a few months ago. jonathan: equity futures are down about a quarter of 1%. people still don't know what you're are talking about. do you wa
tom: i spoke with mr. rubenstein after the interview yesterday and i mentioned him three times because the inside was a four pointx percent treasury. with a vengeance, things cost money now. that's what we are seeing. jonathan: you say let's by the front and and take 50 and run for the hills. what we heard yesterday is the reinvestment risk one or two years down the line, can you pick up 450 words you have to take the original -- additional risk and more risk? that's the kind of decision you...
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Aug 31, 2023
08/23
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tom: like maybe tom brady but more than that. it's absolutely unique. jonathan: that's coming up later but we have to talk about the data. let's get you up to speed. yesterday, we had more economic data in america with a softer adp print which encouraged the bills to go further. this morning, europe is in a completely different situation. cpi in europe, we have a problem? kailey: 5.3% on the headline year on year for care and core came in line which is well above the ecb target of 2%. yet you see the weaker euro on the back of this. $1.08 and they are talking about the growth risk. does the ecb choose to fight the inflation side or support the growth side as they look ahead to their meeting next month? jonathan: completely noncommittal going into september 14. president lagarde in your conversation last weekend told us a lot. tom: they will keep their options open until september 14 but it's until the end of the year really. to the point of stagflation, no one talks about this but they think about euro-sclerosis. have they escaped double digit inflation
tom: like maybe tom brady but more than that. it's absolutely unique. jonathan: that's coming up later but we have to talk about the data. let's get you up to speed. yesterday, we had more economic data in america with a softer adp print which encouraged the bills to go further. this morning, europe is in a completely different situation. cpi in europe, we have a problem? kailey: 5.3% on the headline year on year for care and core came in line which is well above the ecb target of 2%. yet you...
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Sep 19, 2023
09/23
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tom: thank you. jonathan: uaw posed another -- they will expand strikes on new and in friday if serious progress is not made. the union rep said no offers were made since september 14. this is what the union want. 36%. the offer is 21%. gm a 20% and ford 20%. lisa: there's been no new offers from the auto manufacturers since they declared strike. we do not understand with the negotiations are and we do here they are making progress from the auto manufacturers and we hear from uaw they are making no progress and they have to expand the strike. tom: it is just about money i do not buy it for a minute. it is about all the structural things to three firm the unions back to a different time and place. it is vaporized in the last 24 hours. jonathan: and elon musk is considering charging a monthly fee for users of x saying a small service fee could fight off bought operations on the platform. and that brought in a conversation -- at the offices yesterday. this was meant to be about anti-semitism and now it
tom: thank you. jonathan: uaw posed another -- they will expand strikes on new and in friday if serious progress is not made. the union rep said no offers were made since september 14. this is what the union want. 36%. the offer is 21%. gm a 20% and ford 20%. lisa: there's been no new offers from the auto manufacturers since they declared strike. we do not understand with the negotiations are and we do here they are making progress from the auto manufacturers and we hear from uaw they are...
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Feb 15, 2023
02/23
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tom: huge. the person i really lean on on this with his international work with nato says that this is a treasure trove of intelligence data that we will get. jonathan: what is amazing is that the aerial objects over the weekend, we do not know what they are. tom: it could have been a party balloon. lisa: they are not party balloons. people are saying that they do not appear to be from china. jonathan: you have the military shooting down things in american airspace and we do not know what they were and it is kind of nuts. you can shake this off as balloon gate and laugh about it but it is serious stuff. tom: it is. let us migrate onto other topics. jonathan: lisa is laughing about it. tom: harry higgs is too. lisa: we had a serious discussion about aliens with his humility -- with this administration and this is hilarious. tom: sturgeon is shocking westminster and exiting. we are going to go to terry, founder of pangea policy in washington. i am not going to mince words and my amateur take is th
tom: huge. the person i really lean on on this with his international work with nato says that this is a treasure trove of intelligence data that we will get. jonathan: what is amazing is that the aerial objects over the weekend, we do not know what they are. tom: it could have been a party balloon. lisa: they are not party balloons. people are saying that they do not appear to be from china. jonathan: you have the military shooting down things in american airspace and we do not know what they...
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Jun 14, 2023
06/23
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tom: we are. lisa: she is advising a lot of public pensions and she said the time to get into equities was last year and now it is more in fixed income. jon: it drives me let -- nuts. i hate that phrase. no one ever comes on tv and says 12 months, make the easy money. tom: the question is how do you have -- if you believe in a october low, what is the second leg of this full market? -- bull markets? --market. the answer is she looks for rotation. jon: a lot of people have missed out on this rally, this move. i will catch up with john michael. look out for that conversation because he thinks it is a real risk to get trapped in cash and that has been a conversation on this show for a number of weeks. tom: can we just get amrita sen on? cofounder and director of research in energy aspects. on the shock of $66 print on west texas intermediate. what is your confidence that demand will weaken in oil? amrita: i think i have little confidence of that because the data continues to come in stronger than exp
tom: we are. lisa: she is advising a lot of public pensions and she said the time to get into equities was last year and now it is more in fixed income. jon: it drives me let -- nuts. i hate that phrase. no one ever comes on tv and says 12 months, make the easy money. tom: the question is how do you have -- if you believe in a october low, what is the second leg of this full market? -- bull markets? --market. the answer is she looks for rotation. jon: a lot of people have missed out on this...
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Jan 5, 2023
01/23
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tom, crude up. tom: big deal. crude is a big deal. pushing against it is a china opening and some enthusiasm. the feeling i get from the $100 barrel crew, when it goes, it is going to go. we just do not know where it is. it later this year, that is our call. lisa: we were talking about where the fed is gaining out rates. i have to wonder how much of the narrative is going to change if we get another pop in energy prices. his jobs data ahead of the claims this morning. i keep going back to this. i keep thinking about what you said yesterday. when i took a look at a longer term view of jobless claims to see how distorted things were during the pandemic. and has flatlined on any scale that you look like -- look at in terms of the number of people getting unemployment benefits. one does that start to pick up? people are saying it will happen. the house of representatives continue with their deliberations. they have been a joined to avoid a public seven defeat. they are going to reestablish and they cannot do anything until they have a spe
tom, crude up. tom: big deal. crude is a big deal. pushing against it is a china opening and some enthusiasm. the feeling i get from the $100 barrel crew, when it goes, it is going to go. we just do not know where it is. it later this year, that is our call. lisa: we were talking about where the fed is gaining out rates. i have to wonder how much of the narrative is going to change if we get another pop in energy prices. his jobs data ahead of the claims this morning. i keep going back to this....
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May 22, 2023
05/23
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tom: really? >> i think the risk is probably having to do with more of the soft landings in area plays out. with all the hawkish fed speak we got over the past week, they are trying to push market pricing showing they are not cutting rates anytime soon. they are still leaning on the side of doing too much rather than too little. we got more hawkish fed speak over the last week. jonathan: when do you have the first cut penciled in? >> for march of next year. we still have quite a ways to go before we get the first cut. jonathan: what brings about that call? >> core inflation we have below 3% and jobs have been running around 40k and unemployment rate is above 4% and it comes down to inflation. jonathan: those of the conditions you're looking for. >> inflation below 4%. tom: they are describing a whole different world. jonathan: are you going to watch the little mermaid? tom: i may. let's get back to the fed talk. the conditions that lead to a rate cut and when do you think those conditions are achi
tom: really? >> i think the risk is probably having to do with more of the soft landings in area plays out. with all the hawkish fed speak we got over the past week, they are trying to push market pricing showing they are not cutting rates anytime soon. they are still leaning on the side of doing too much rather than too little. we got more hawkish fed speak over the last week. jonathan: when do you have the first cut penciled in? >> for march of next year. we still have quite a...
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Dec 8, 2023
12/23
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tom: tom does not know what she is talking about. jonathan: they give that to guests when they come on. they give them out. let's get to the scores on the s&p 500. guilds higher three basis points. the 10 year 4.18%. lisa: i am watching the headline number, how much we get the 3.9 unemployment rate hired a 4% or does it stay around 3.9% to dictate the next move for the federal reserve? today jeff rosenberg of black rock after the report and then at 9:00 we hear from mohamed el-erian as well as acting labor secretary julie sue. curious to hear the administration's take on a market that looks perfect. can they keep celebrating? i am sure they will great time dancing rather numbers because it is a perfect scenario for them. jonathan: visit that what they always do? dance around the numbers. tom: it is not working. look at his poll numbers, it is terrible. the bidenomics thing is not working. lisa: sentiment has come out and it has not been as bad as people expected. this is the key rate. how much people's inspection -- expectations for
tom: tom does not know what she is talking about. jonathan: they give that to guests when they come on. they give them out. let's get to the scores on the s&p 500. guilds higher three basis points. the 10 year 4.18%. lisa: i am watching the headline number, how much we get the 3.9 unemployment rate hired a 4% or does it stay around 3.9% to dictate the next move for the federal reserve? today jeff rosenberg of black rock after the report and then at 9:00 we hear from mohamed el-erian as well...
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Apr 24, 2023
04/23
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tom: give me a number. ed: anywhere between 3.5% or 4% on the 5-year note is attractive and you can add to that if you're looking at credit. tom: the idea that a pro is looking at a five or six year duration where in muni bond 20 years as a short-term. jonathan: if i can take one thing away from the conversation, what you said about the market pricing cuts being a weighted average of range of views is so important. gershon distenfeld talked about the same thing. this means either we have priced in too much or not enough. lisa, think that is the problem neil dutta has. he is much more constructive on the economy than a lot of people saying recession, recession, recession. he is saying if you have a financial accident it will go way beyond what is priced in but if nothing happens they will hold and do exactly what they say. i wonder how much we are making of this gap between the fed and market pricing? you think we are making too big a deal? ed: i think that is right, it is not a big deal. there is a gap betw
tom: give me a number. ed: anywhere between 3.5% or 4% on the 5-year note is attractive and you can add to that if you're looking at credit. tom: the idea that a pro is looking at a five or six year duration where in muni bond 20 years as a short-term. jonathan: if i can take one thing away from the conversation, what you said about the market pricing cuts being a weighted average of range of views is so important. gershon distenfeld talked about the same thing. this means either we have priced...
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May 19, 2023
05/23
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we have the tom hanks. >> tom: well, good, good. [cheers and applause] >> stephen: sorry, i didn't mean to. i didn't know. >> tom: we were debating what the name of it should be. and i came up with it because it is coke and it is champagne so it's obviously diet cocaine. coke-agne. c-o-k-a-g-n-e. that.s the other name you said?h [applause] but confess. it's pretty good. >> stephen: it's really good. it's strangely, strikingly, shamefully good. because it's so refreshing. you give that little caffeine too. keeps you going to that champagne. >> tom: that's right. you'll polish both of them off. a six-pack -- >> stephen: oh, i can finish a diet coke. >> tom: and the magnum. >> stephen: i am no lightweight. i can finish a diet coke. >> tom: two-fisted coke drinker. i love it. >> stephen: we've got to take a quick break. we'll be right back with more tom hanks. i can't believe. [cheers and applause] ♪ ♪ (vo) red lobster's finer points of fun dining. how to endless shrimp. step 1: greet your shrimp. step 2: bid your shrimp farewell. r
we have the tom hanks. >> tom: well, good, good. [cheers and applause] >> stephen: sorry, i didn't mean to. i didn't know. >> tom: we were debating what the name of it should be. and i came up with it because it is coke and it is champagne so it's obviously diet cocaine. coke-agne. c-o-k-a-g-n-e. that.s the other name you said?h [applause] but confess. it's pretty good. >> stephen: it's really good. it's strangely, strikingly, shamefully good. because it's so refreshing....
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Nov 2, 2023
11/23
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tom: good morning, everyone. jonathan ferro, lisa abramowicz, and tom keene. the morning before the jobs report. lots going on this week. luke, is going to -- luke kawa is going to start us off in a moment. brammo, finally a day off for the brammo. she is recovering from halloween. joining us now by special invitation. it has been weeks joining us this morning, scarlet fu. she has not been up this early in six years. scarlett: almost a decade. tom: how did that 4:00 a.m. feel? scarlett: ask me in two hours. tom: scarlet fu with us as we consider the earnings season. we have to consider what you witness yesterday, which is a melted in the market. it continues this morning. we will get to that in a moment. i looked at what came out yesterday and it was nuance early in the powell love-fest, where he said it is not solid. he changed the language and said it is strong. the shift really belies the worry economists have about a slowdown in this present quarter. scarlett: that is something looming over the federal reserve. what i also learned is we have this new defin
tom: good morning, everyone. jonathan ferro, lisa abramowicz, and tom keene. the morning before the jobs report. lots going on this week. luke, is going to -- luke kawa is going to start us off in a moment. brammo, finally a day off for the brammo. she is recovering from halloween. joining us now by special invitation. it has been weeks joining us this morning, scarlet fu. she has not been up this early in six years. scarlett: almost a decade. tom: how did that 4:00 a.m. feel? scarlett: ask me...
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Jun 29, 2023
06/23
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tom: i agree. christian: let's look at the text side which lifted the market -- the tech side which lifted the market. if you look at the 12 month forecast, you are not 4.5%. and if you get a recession, i do not think it will be a long one. i do not expect growth to shoot up. it will probably be low growth around 1.2% for the u.s. and may be lower around 0.2 -- 0.9% for the your. tom: good morning dr. el-erian. i believe he has been upfront. this goes back to a question a century ago. christian nolting, do you have a linkage of the dudley moved to or .5% which gives first -- 4.5% or can we have the higher yield within disinflation? christian: i do not see higher yield within disinflation. yes, core inflation is sticky and that is why i am not of this nation. you see this in the headline but the core remains sticky. we need to not go back to the old, very low inflation environment. i think we are staying here for quite some time. yes, 12 months, but maybe longer, like you or five years. in my view,
tom: i agree. christian: let's look at the text side which lifted the market -- the tech side which lifted the market. if you look at the 12 month forecast, you are not 4.5%. and if you get a recession, i do not think it will be a long one. i do not expect growth to shoot up. it will probably be low growth around 1.2% for the u.s. and may be lower around 0.2 -- 0.9% for the your. tom: good morning dr. el-erian. i believe he has been upfront. this goes back to a question a century ago. christian...
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Sep 20, 2023
09/23
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tom: we are in davos. javier bloss walks in and the room falls silent and in the table, there is someone of bank of america and she has her s&p call today. she did really it mathematics on esg. is there a new esg? when you see richie sunak in london capitulate, is there a new esg? javier: we saw esg 18 months ago and i call it a bubble. we have seen prime minister rishi sunak waffle on the commitment on net zero and i'm -- i think we will see more leaders -- it will be costly. the easy part has been gone. until now, it was win-win, green and cheaper and now it is more difficult. it is a lot of trade-offs and it will be green but more expensive and we have not yet had that conversation with the voters. we said everyone -- to everyone this is great and it will save the cop -- the climate and now it is a different conversation. jon: a question i asked this morning, who is next? who will push out some of these charges -- targets? javier: we have seen japan within the g7 and i think that germany and france have
tom: we are in davos. javier bloss walks in and the room falls silent and in the table, there is someone of bank of america and she has her s&p call today. she did really it mathematics on esg. is there a new esg? when you see richie sunak in london capitulate, is there a new esg? javier: we saw esg 18 months ago and i call it a bubble. we have seen prime minister rishi sunak waffle on the commitment on net zero and i'm -- i think we will see more leaders -- it will be costly. the easy part...
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Oct 26, 2023
10/23
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tom: it is a grudge. lisa: it is going to be interesting because there is tit-for-tat in goldman sachs and this is one person credited to given morgan stanley the upper hand. tom: we have talk about the other people in the derby. katie: they are saying on which is unusual we look at the big bank succession stories. they are staying with morgan stanley which is a testament to this process. tom: we are the world. we are all sinking kumbaya. lisa: sonali basak will sit down with ted pick. uaw with ford, ford offering to restore cost-of-living allowances, pay increases over the five-year term of the contract read they're expected to reach or exceed the unions 30 percent target according to reporting for bloomberg. tom: i am glad you brought this up. if you look up at chrysler, it is like, what do we do? what is the celt what for the other two companies? katie: looking at the negotiator, uaw told ford workers to go back to work to put pressure on the other two. we will see when that materializes and it may be
tom: it is a grudge. lisa: it is going to be interesting because there is tit-for-tat in goldman sachs and this is one person credited to given morgan stanley the upper hand. tom: we have talk about the other people in the derby. katie: they are saying on which is unusual we look at the big bank succession stories. they are staying with morgan stanley which is a testament to this process. tom: we are the world. we are all sinking kumbaya. lisa: sonali basak will sit down with ted pick. uaw with...
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May 18, 2023
05/23
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tom: yeah. jonathan: they suggested maybe he was cheating which she has pushed back aggressively against. tom: there is a little controversy there. i'm going to cut him some slack. jonathan: we have a great guest. tom: we are going to go to annmarie hordern in japan and with her is admiral john kirby. coordinator for strategic communications for america at the g7 meetings. annemarie: he's on the ground less than four hours and admiral kirby is joining bloomberg first here as he lands with the president for this important g7 summit but of course the president is scrubbing the remainder of the foreign trip he was supposed to have. how much do you think the domestic policy concerns are undermining the foreign policy goals of this administration? >> is not about undermining the foreign policy goals the president has revitalized, he put a lot of energy in this part of the world. here we are in japan for the g7. just a few weeks ago in san diego we were standing next to the prime minister to unveil th
tom: yeah. jonathan: they suggested maybe he was cheating which she has pushed back aggressively against. tom: there is a little controversy there. i'm going to cut him some slack. jonathan: we have a great guest. tom: we are going to go to annmarie hordern in japan and with her is admiral john kirby. coordinator for strategic communications for america at the g7 meetings. annemarie: he's on the ground less than four hours and admiral kirby is joining bloomberg first here as he lands with the...
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May 29, 2023
05/23
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tom: welcome back. global markets crying something of a relief rally after a tentative debt limit deal was reached in the u.s. thank you for joining us. let's start with the debt ceiling deal. if they get it across the line, does that open up further upside for u.s. equities? >> absolutely. already on friday, the signs on friday that a deal was kneeling was starting to give that just to u.s. equities. now that this noise is out of the way and seemingly for a good period of time, that victory of the middle is good. all that polarization and rhetoric served as a noise that markets did not need given their fragile state. tom: do the fundamentals support the upside we have seen year to in u.s. stocks? aoiffinn: even though u.s. stocks added index level art strong, there has been remarkable dispersion. atrial concentration among life cap tech stocks, even when you take them out, you can see they have been flat even negative year to date to me, that suggest a safety trait going on. large caps tech are seen is
tom: welcome back. global markets crying something of a relief rally after a tentative debt limit deal was reached in the u.s. thank you for joining us. let's start with the debt ceiling deal. if they get it across the line, does that open up further upside for u.s. equities? >> absolutely. already on friday, the signs on friday that a deal was kneeling was starting to give that just to u.s. equities. now that this noise is out of the way and seemingly for a good period of time, that...
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7.0
Aug 11, 2023
08/23
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jonathan: let's think tom, patriots. -- tom brady, patriots. imagine this happening before the start of the new season, your quarterback is -- that is ridiculous. tom: what is important here is we need team coverage. we are going to be in london the next coming weeks. i think a remote is in order. lisa: a remote to london or germany? [laughter] by the way, we do not know if harry keene is going to go over to bayern. it is like, maybe there is negotiations. jonathan: there was an old story he was on his way to the airport and had to turn around because there was not clearance. it looks like based on reports, this is close to happening. we will see. tom: we are going to move forward with the advent of premier league football. jon ferro driving our coverage on premier league. is f1 until september 1? jon ferro for that. jonathan: one to watch. tom: man city plays burnley this weekend. in the last -- last eight matches -- here is a partial score. man city 26, burnley one. we had to get a token man city fan to start the season. for you to bring in a
jonathan: let's think tom, patriots. -- tom brady, patriots. imagine this happening before the start of the new season, your quarterback is -- that is ridiculous. tom: what is important here is we need team coverage. we are going to be in london the next coming weeks. i think a remote is in order. lisa: a remote to london or germany? [laughter] by the way, we do not know if harry keene is going to go over to bayern. it is like, maybe there is negotiations. jonathan: there was an old story he...
0
0.0
Oct 23, 2023
10/23
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tom: tom: they tom: are wrapped by their own corruption. a lot of questions about their viability. tom: if i link israeli threats north to hezbollah and i know you have written on twitter, is there a linkage of communication between the three geographies or even is there a link of communication with them back to iran? julie: definitely communication between gaza and the west bank. hamas has number ship in both places and both are focused on the palestinian cause. hezbollah is difference. they coordinate to some degree with hamas but are a separate entity based in iran and most operations have been in regards to israeli operations in lebanon or at the border. of hamas and has full of receive backing from iran but over has full a is stronger -- and over hezbollah is stronger. manus: in cairo there was a peace conference, strong words from king abdullah, chastening the west. but israel, hamas, the u.s. and iran were not at this conference. do you see this as a step one four progress for the aero -- arab respond -- response? julie: we often see the summit in regular times and especiall
tom: tom: they tom: are wrapped by their own corruption. a lot of questions about their viability. tom: if i link israeli threats north to hezbollah and i know you have written on twitter, is there a linkage of communication between the three geographies or even is there a link of communication with them back to iran? julie: definitely communication between gaza and the west bank. hamas has number ship in both places and both are focused on the palestinian cause. hezbollah is difference. they...
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’s aunt, but they pretend that hekel berifin is tom, and tom pretend that he is a sith, cousin, then there is somehow that they play everything , the woman believes, and tom begins, a whole series, that is, these adventures that he read in the books, he begins to imitate, he forces this black man to drag some kind of millstone, that means in y, so that he would pretend to be a prisoner, write some letters , the negro can’t write, but tom writes for him, you have to dig it out, tom writes some anonymous letter, they come with guns farmers, to wait for the attack, which onons, eh, they will see what is happening there, that is, there are full rats of spiders, but they caught up with him some animals there , it is brilliantly brilliant, this is the episode, here these last chapters, people think that this negro is crazy, they say he is crazy, what is he? arranged there for i wrote something on the shirt, and this is all, but the most interesting thing is that huck, realizing that it is completely non-functional, it makes no sense that this negro can simply be filmed in the bed and let
’s aunt, but they pretend that hekel berifin is tom, and tom pretend that he is a sith, cousin, then there is somehow that they play everything , the woman believes, and tom begins, a whole series, that is, these adventures that he read in the books, he begins to imitate, he forces this black man to drag some kind of millstone, that means in y, so that he would pretend to be a prisoner, write some letters , the negro can’t write, but tom writes for him, you have to dig it out, tom writes...
0
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Jan 10, 2023
01/23
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it is going to be challenged for the next couple of weeks tom: tom:. dividend growth? >> that's part of it. we are very defensive minded right now, consumer staples, health care and energy continues -- it's the pin yada with waves of emotion and ticks in the oil price but at the end of the day, even if we dip into a recession, energy is 5% of the index weight and will account for 9% of the earnings this year. jonathan: you don't think tech can retain leadership? >> in the short-term it can but in the long term, the fact is, the investment public still owns too much fang. jonathan: you are a student of market history and we are leaning on getting a market low before the recession. >> in a nutshell, absolutely. we have to take it from the jump up point that everything we have seen in the last three years has very little if any historical precedent but this is one of these things, the entirety of 2022, we were asked when is the capitulation and the emotion? it's coming. jonathan: stick around and we'll talk about europe as well. the number one thing you needed is a meteor
it is going to be challenged for the next couple of weeks tom: tom:. dividend growth? >> that's part of it. we are very defensive minded right now, consumer staples, health care and energy continues -- it's the pin yada with waves of emotion and ticks in the oil price but at the end of the day, even if we dip into a recession, energy is 5% of the index weight and will account for 9% of the earnings this year. jonathan: you don't think tech can retain leadership? >> in the short-term...
0
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Sep 22, 2023
09/23
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tom: it's fun to watch. jonathan: they are bringing in tons of money for the stadium and maybe we are looking at the prospect of new ownership. i'm not going to say that will happen soon but that is. tom: i got an emaar form luke cal at -- he said at the end of the interview, i was shocked -- i will not go to the arsenal pots game i was so upset with mr. leavy, where he said we are here to entertain people. i was thunderstruck by that statement. jonathan: he wants to win but with style. in that conversation. let's turn to the price action, thanks for the wonderful feedback for the conversation. equities in the s&p 500 positive by 0.23% on the s&p, yields lower, down a basis point but here we are. 447 -- 4.473. lisa: today we get lisa cook speaking at 8:50 a.m. eastern time and then other fed presidents speaking at 1:00 a.m.. so you can get the insight and translations you want of how long this economy can last with rates where they are. nine for the 5 a.m. have gotten mis from europe, from france, from germa
tom: it's fun to watch. jonathan: they are bringing in tons of money for the stadium and maybe we are looking at the prospect of new ownership. i'm not going to say that will happen soon but that is. tom: i got an emaar form luke cal at -- he said at the end of the interview, i was shocked -- i will not go to the arsenal pots game i was so upset with mr. leavy, where he said we are here to entertain people. i was thunderstruck by that statement. jonathan: he wants to win but with style. in that...
0
0.0
Jun 9, 2023
06/23
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tom. >> tom: appreciate it. >> stephen: tom, i love it when you stop by to talk about your latest movie, your project, your book, whatever. you're such a busy man. you know. and i didn't realize how busy you were actually because what i just recently found out from our producer over here is that you've got a whole bunch of movies coming out real soon. >> tom: they stacked up. i must say. i bankrolled quite a few of them. >> stephen: amazing. i specially am excited because i recently -- i don't know if you knew this because i just found this out, that i found out i started in these movies with you. >> tom: that's how fast we made them. yeah, yeah. >> stephen: no memory of this. >> tom: we didn't work the same day. >> stephen: one of those animation things. i would show up. >> tom: they say we are going to do this and post. they'll fix it. >> stephen: tennis ball on a stick. the entire time. here's the thing. we have no idea what these movies are but my graphics team put together a bunch of movie posters. okay. >> tom: all you have them here. >> stephen: the latest technology. >> tom: tha
tom. >> tom: appreciate it. >> stephen: tom, i love it when you stop by to talk about your latest movie, your project, your book, whatever. you're such a busy man. you know. and i didn't realize how busy you were actually because what i just recently found out from our producer over here is that you've got a whole bunch of movies coming out real soon. >> tom: they stacked up. i must say. i bankrolled quite a few of them. >> stephen: amazing. i specially am excited...
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18
Aug 10, 2023
08/23
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tom: i know. lisa: [laughter] jonathan: every time we bring up this story, lisa has done some research and regression burn. lisa: everyone is looking for a new story. a i fizzled yesterday. people are like, we have overblown this. now everyone is jumping on the weight-loss train. if you can offer everyone a free lunch, that is going to catch on. jonathan: there is a huge obesity epidemic in this country. during the pandemic, we talked about it, after the pandemic, we hardly talked about. tom: the peterson, i am like why are you lecturing my kids on weight? he says if i forget to lecture all kids, i will forget to lecture them. lisa: you are right to point at the pandemic, people staying at home and not exercising. jonathan: the amount of deaths tied to obesity and the risk factor of people in the group. yet, it hardly got discussed. i would have expected after that to be some attempt. this is a big deal. the first time you connected your godaddy website and your store was also the first time you r
tom: i know. lisa: [laughter] jonathan: every time we bring up this story, lisa has done some research and regression burn. lisa: everyone is looking for a new story. a i fizzled yesterday. people are like, we have overblown this. now everyone is jumping on the weight-loss train. if you can offer everyone a free lunch, that is going to catch on. jonathan: there is a huge obesity epidemic in this country. during the pandemic, we talked about it, after the pandemic, we hardly talked about. tom:...
0
0.0
Oct 17, 2023
10/23
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tom: good morning. jon ferro, lisa abramowicz, and tom keene. bank earnings perhaps secondary to what we see in israel, the resident of the net states traveling to israel. that supersedes all that we have talked about in economics. jonathan: uncomfortable tension. still seemingly on the brink of some kind of ground invasion into gaza. i put the emphasis on "some kind." we are talking about operations, a subtle shift. tom: what i noticed was that the idea of the military separate from the politicians. president biden, how the president will address the israeli military. tom: potentially involved, no confirmation. certainly not combat troops. stepping away from the geopolitics, one, bank earnings, two, economic data, three. and the response to it. and we have the economic data in about 28 minutes. tom: we underplayed it. we have been wrong. lisa: we have seen resilience. what is underpinning some of the rise on the long end despite some of the geopolitics we've seen? it is because of the unexpected strength that has continued. if we see that in re
tom: good morning. jon ferro, lisa abramowicz, and tom keene. bank earnings perhaps secondary to what we see in israel, the resident of the net states traveling to israel. that supersedes all that we have talked about in economics. jonathan: uncomfortable tension. still seemingly on the brink of some kind of ground invasion into gaza. i put the emphasis on "some kind." we are talking about operations, a subtle shift. tom: what i noticed was that the idea of the military separate from...
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15
Jul 25, 2023
07/23
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tom: i am and they can. i have been in the room where the general counsel said we can't say so we have to say hold. the hold is the cell. we will get to this quickly, i can't say enough about what we just heard from drew matus. we begin the headline with the third corner, the idea of the optimism of productivity lift, technology success to 3% adjusted gdp. jonathan: the federal reserve they do cut he says he believes they only come back to 3% which is the old world. the last 15 years have been an operation. tom: the salient talking point in jackson hole. our global economy correspondent with encyclopedic knowledge on his pandemic coverage in hong kong. the foreign minister upset in beijing to the economics of finance and investment challenges in beijing? >> i don't think anyone has any real insight. we had a extraordinary situation where the foreign minister disappeared from the public stage. we don't know how long he'll remain in the job or if you will name somebody else foreign minister. they decided the f
tom: i am and they can. i have been in the room where the general counsel said we can't say so we have to say hold. the hold is the cell. we will get to this quickly, i can't say enough about what we just heard from drew matus. we begin the headline with the third corner, the idea of the optimism of productivity lift, technology success to 3% adjusted gdp. jonathan: the federal reserve they do cut he says he believes they only come back to 3% which is the old world. the last 15 years have been...