Bloomberg Surveillance 07/01/2024

00:00:00 Bloomberg Surveillance
00:07:05 Marvin Loh, State Street
00:16:29 Terry Haines, Pangea Policy
00:34:35 Pooja Kumra, TD Securities
00:42:54 Michael Darda, Roth MKM
00:54:46 David Kelly, JPMorgan
01:05:33 Ed Mills, Raymond James
01:29:38 Krishna Memani, Lafayette College
01:43:53 Cameron Dawson, NewEdge Wealth
02:10:33 Yelena Shulyatyeva, BNP Paribas & Steven Ricchiuto, Mizuho
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[ShaneLocker-uu]

RFK needs some coverage on Bloomberg please.

[HENRYFORD]

Anyone else noticed Dani's earrings? Very fashion forward.💫

[davidbeckwith]

@1:17:43 OMG they finally said something about ISM SERVICES Wednesday. Lisa called it the "1-2 punch." Agree. Since everyone is into SPECULATING, and it's late in the day and we already know the ISM MFG number, let me go out on a limb and say SERVICES will surprise to the UPSIDE, with 300, 000 jobs on Friday.

[davidbeckwith]

@5:10 Calendar of key events. Where is the ISM SERVICES, WED JULY 3. Bloomberg.

[jrhowarth]

Cut rates at ALL time highs in stocks ummm this monetary crisis is obviously worse than I thought

[davidbeckwith]

@55:00 is the economy weak? weaker? weakening? Leave it to the renowned Dr. David Kelly, JPM to come up with the perfect way to say it = "small downshift." You know, the kind of 'downshift' a driver makes when they see a bend in the road up ahead. Once out of the bend, it's time to shift into a higher gear and take off. And what is the 'bend in the road'? = The transition from goods to services. Today's ISM Manufacturing report indicates another (small) dip. ISM SERVICES comes out Wednesday, we should expect it to more than offset the dip in manufacturing.
Consumers aren't buying goods, it's summer, they are going on vacation!

[RobertLewandowski-vimq]

I'll let my good buddies at doj to handle the night shift

[RobertLewandowski-vimq]

That's vw is a resistive and not a tin can down the road never again

[RobertLewandowski-vimq]

I don't need to agree to no policy

[RobertLewandowski-vimq]

I'm not taking a stimulus check it's security risk

[RobertLewandowski-vimq]

Because I can call drinking and driving to be found

[RobertLewandowski-vimq]

And I have taken numbers to the run away inflation numbers

[abhijitpal]

07/02/2024.
European satellite data history.
ECB history. ∆-IQ-πPQ1~055 to ∆+PQ+πNQ3~068.
Indian satellite data history.
Nifty 50 index history, Indian bonds market history.
∆-PQ3-π~055 to ∆+NQ4+π~064.
Artificial super intelligence world.

[RobertLewandowski-vimq]

I think intest rate should gain another 50 basis points

[fondofthebonds]

I could only take Lisa saying that ghost of Liz trust line 4 times before I had to end it.

[htuqlzg]

Do not fret, chill out, stay put! Biden will win!