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June 29, 2024
Semi conductors upcoming. Stocks are low and lets go to the go function. It is earning with the dharma dominating center today. We are seeing money move to the sovereign bond space yield. Today wasece of data retail sales from the Retail Consortium falling the most in seven months in october and indicating continued caution amongst consumers this week before the crucial Christmas Shopping season. Sales fell on a like for like basis of a cell and total terms. Wage growth is where it comes for u. ...
June 29, 2024
Getting hit. The worst more than 1 . Lets dive into that. Charted the ratio of small caps to large caps. Outperformedvely but take a look at today. You have this big decline here as it sinks lower than the large caps today. Were back to our lows. We are looking for that Senate Tax Bill to come thursday. Lets look at individual stock movers. We are a month out. I am looking here at kohls and target. They have started those promotions already. Expectamerican consumers to do a majority of their sho...
June 28, 2024
Foundations for the merger losing its find. Pandora blames a challenging u. S. Retail environment for its Second Quarter profit miss shares off by 9 and trade data from china disappoints but the country maintains a healthy surplus with the u. S. Good morning, everyone, it is tuesday and taking a look at the map this morning, the stoxx 600 isnt going anywhere were just holding ton the flat line the stoxx just out of the gates up by 0. 2 now, an hour into the trading session we are flat as a panca...
June 28, 2024
Washington worries the manager of the Biggest Hedge Fund wrote a post saying im watching how conflict is being handled as a guide, im not encouraged the bridgewater founder was initially confident that President Trump could stimulate growth tru throuhrough tax refo dered deregulation well hear more from ray dalio next month when he joins the delivering alpha conference. A los angeles jury ordering Johnson Johnson to pay 417 million to a woman who claimed that the talc in the baby powder caused o...
June 28, 2024
Good thursday morning. Im Carl Quintanilla with jon fortt, sara eisner and with us is henry blodgett. Amazon officially closing its acquisition of whole foods google and walmart are teaming up on a voice shopping nasdaq slightly up this morning looking to avoid its fifth negative session in six. A retail analyst on yesterday who called the day of that announcement amazon whole foods a day that will live in retail infamy now getting one step closer to theyre going to close this thing in the secon...
June 27, 2024
Authorizing Prime Minister may. We trade, to where a half hours until the open. Robert shiller Robert Shiller coming out and saying stocks are way overpriced. S p futures off by three points. Over 2. 6 r yield around the highest level since 2014. The dollar is a touch stronger as well as crude. I want to focus on what is happening in the u. K. You have the ftse 500 moving higher despite the fact the pound is getting hit or because the pound is getting hit. Up. 5 and dollar pound can dollar at an...
June 27, 2024
Million people, gives them a tax credit, it gives greater choice. In one of the issues i have with a lot of the models is they are static. They talk about this prong only. I think when you look at the subsidy and the cost of a current plan right now without looking at prong two and three and how those will additionally drive down costs, that its not a fair analysis where the plans going, but theres no question that right now there is you know, i detailed it to jim. We have a system that mandates...
June 25, 2024
Are turning from being part of the solution to part of the problem. Erik and there is plenty for you to react to in our best interviews of the week. U. S. Banks are more resilient than they have been in decades. I dont view china as the adversary. I think you have to talk fully and frankly about human rights. Erik it is all straight ahead on bloomberg best. Erik hello and welcome. I am erik schatzker. This is bloomberg best. Your weekly review of the most important Business News analysis and int...
June 25, 2024
Erik and there is plenty for you to react to in our best interviews of the week. U. S. Banks are more resilient than they have been in decades. I dont view china as the adversary. I think you have to talk fully and frankly about human rights. Erik it is all straight ahead on bloomberg best. Erik hello and welcome. R. I. M erik schatzker. I am erik schatzker. This is bloomberg best. Your weekly review of the most important Business News analysis and interviews from Bloomberg Television around the...
June 25, 2024
You to react to in our best interviews of the week. U. S. Banks are more resilient than they have been in decades. I dont view china as the adversary. I think you have to talk fully and frankly about human rights. Erik it is all straight ahead on bloomberg best. Erik hello and welcome. I am erik schatzker. This is bloomberg best. Your weekly review of the most important Business News analysis and interviews from Bloomberg Television around the world. The week began with positive data from great ...