Welcome to the Bloomberg Surveillance newsletter, a daily look at the best interviews and insights from Bloomberg Television and Radio’s flagship morning show co-hosted by Tom Keene, Jonathan Ferro and me. Sign up here if you’re not yet a newsletter subscriber. It’s getting harder to find bond bulls these days. Source link
Stock Market’s Goldilocks Run Can Continue Into 2024, HSBC’s Max … Bloomberg Source link
Apple-China Dustup Adds to September’s Toxic Stock-Market Brew Bloomberg Source link
AI Helps Drive US Stock-Market Exceptionalism, Evercore’s … Bloomberg Source link
Morgan Stanley Calls Recent Long-Bond Woes a ‘Headscratcher’ Bloomberg Source link
Stock-Market Rally at Risk With Oil, Gasoline Prices on the Rise Bloomberg Source link
As we await today’s Federal Reserve minutes, the mood on the set of Surveillance was decidedly wary. Coming back from the July 4 holiday, market participants are counting on gleaning insights from the discussions that resulted in the FOMC holding rates at their June 14 decision, after 10 consecutive moves higher. Source link