Bloomberg Brief (07/23/2024)

“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Jim Cielinkski, Janus Henderson Head of Global Fixed Income; Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy.
00:01 - Intro
08:53 - Jim Cielinkski, Janus Henderson Head of Global Fixed Income
28:34 - Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy
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[@noremacmada]

14:44 - Calls for one cut, conditionally, then comments on current "market expectations" 16:27 - Dawn breaks later mid-summer in Gotham 20:43 - Seems to me like that is a ton of budget that could be used to underwrite other content. Highly speculative, but I feel whoever is doing this deal would be well advised to make sure that that it's done through an SPV, a JV primarily between multiple streaming platforms, and that the whole thing is contingent upon the players union taking either a fully subordinated credit or an outright equity stake. 28:21 - Fear or FOMO? 29:06 - Curious which maturity, but sounds like to me there could be some elevated gamma risk on at least one of the right tails 31:16 - Anecdotal commentary and opinion regarding "institutional" market timing 32:43 - Sounds to me like calling inflections on dispersion (Possible research project: Build mathematical model where price is output and average market correlation is input, define a "highly correlated" category, and build a second model using data only from "highly correlated" observations. As always, past performance is no indication of future results.) 40:33 - Possible research project: Analyze retailers specializing in private labels and confirm whether their commentary aligns with this segment

[@phil-l]

Harris is widly unpopular and uncharismatic

[@RaiderRich2001]

How's the weather in St. Petersburg?

[@phil-l]

@@RaiderRich2001 I have no idea, I live in Canada!