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Transcripts For BLOOMBERG Bloomberg 20240704

Country garden triples. The developer faces a faces a dt that could trigger huge effects on the Housing Market which brings us to is this the crisis we are looking for . Everyone is worried about commercial real estate. From new york, i am alix steel. Welcome to Bloomberg Markets. A lot of good stories that could portend where we end up a volume is really bite. It feels like august. Guy tomorrow is what they are waiting for. The inflation printout from the united states, a massive event. I suspect its a caution as a result of that. Things are happening with paying attention to. You see what is happening with european nation inflationary narratives . The real estate is to respond to think about. We had the moodys downgrade of the banks, one concern cited was commercial real estate. Cited was commercial real estate. Its a substantial portion of the office story. Wewe have the story coming out f china, Country Garden, is this the next shoe to drop . When does this is this the next shoe to

Transcripts For BLOOMBERG Bloomberg 20240704

Country seems to be fueling some kind of negative sentiment worldwide. Tom i agreed to start there for the western world. Its not just about china. There disinflation, we dont need a bunch of charts this early in the morning but the vector of deflation and disinflation in china from the beginning of covid and they did covid differently than we did but im sorry, its disinflationary and get you down to a run rate of a positive 1 even with the present deflation and thats not good enough. Jonathan at the same time, the western developed markets are finding inflation and we had deflation in china and people are asking, we are in it now so how long will it last . Lisa and is this the bottom . It could have a more inflationary time later on. How much does china matter as a disinflationary force for the rest of the world at a time were places like the u. S. Are moving away from importing some of their goods and the eu is trying to be more aggressive with lyft service. And we have budget defici

Transcripts For CNBC Power Lunch 20140121

Around 1840 on the s p 500. Nobody was particularly talking about that as a technical level but we did see suddenly a raft of sell programs come in a little after 11 00 as we hit that 1840 level and the markets just dropped lower. There is two reasons why the dow is underperforming the s p 500. The first is that there are three dow components out with earnings and all of them are trading to the down side, not because they were necessarily terrible earnings, but investors sold right on the news. Johnson johnson beat but the outlook was disappointing. Travelers had a very good beat, good numbers, but their commercial lines have been slowing down. The other reason the market is weak, the dow is underperforming, is high priced stocks, stocks over 100, are weighing on the dow and having a disproportionate effect. We have had a lot of high priced stocks in the dow recently. There are now seven over 100 and four of them are now having a negative effect on the dow. Back to you. Bob, thank you

Innovative Industrial Properties (IIPR) Q1 2024 Earnings Call Transcript

Innovative Industrial Properties (IIPR) Q1 2024 Earnings Call Transcript
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Howard Hughes Loses $52M, Developing More Condos

Howard Hughes Loses $52M, Developing More Condos
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