Page 30 - Alpha Real News Today

Still feel, scott, that we should not mistake people taking off protection trades and unwinding hedges for this massive new shift in sentiment. The most important takeaway that i want everyone to is have is that the markets are not any more excited about President Trump than they would have been about president clinton. What the markets hate more than anything is uncertainty, and then when they get certainty, no matter what that certainty is, typically the reaction is to buy. The reason why is b...

2016. Our road map begins with a trump rally set to continue. News of white house appointments, his 60 minutes interview, takeaway for business and markets. Plus, we have a big deal in technology. Samsung is buying harmon for 8 billion in cash. It makes the south korean giant a major player in the connected car. And apple caught up in some geopolitical rhetoric. China said to warn the United States about a potential trade war. And why that would affect iphone prices. But first, the election in e...

Apple about what trump is going to do. Is he really going to be that much antitrade . Everybody is watching that. I was watching the 60 minutes interview to see what he would say about trade. Nothing. Its still on watch. The goal for the stocks that are ea easy, the ones that he has talked about clearly with policy and thats, of course, health care, financials, and thats the place you should go. I think there is some tech stocks that are good to buy. Take a look at graphics. Well talk about that...

Group terry duffy will also be with us today. First, we want to welcome in gary is president and ceo of Goldman Sachs. Good to see you. Thank you for being here. Thanks for having me. Good to be here. I think we should start in the obvious place. How surprised were you by the election result . Honestly not as surprised as i think many other people. Having seen what happened in this year, the year that i would call a year of great uncertainty, weve seen other results in other elections whether it...

Bad. Say again . Theres reversal in some of them. Yeah, little change lets call it. Volumes still up, 80 above the threemonth average by the way. Global fixed income had a bit of a rally also. Speaking of fixed income, lets look at the 10year. There you see it, 2. 246. Crude is up. Yesterday too, wasnt it . Yeah, i mean, again people hope that the end of november theyll be some sort of cutbacks. It all just seems very chimerical, but it will say this. Traders get short and get between 42 and 43 ...

1997, down 1. 75 . So the selloff in bond market has been real. The 30year yield back above 3 . 10year at 2. 30. The fiveyear, 1. 7, and twoyear at 1. 035 . The nikkei closed higher by a half percent. European equities at this hour, lower. Not by a whole lot. Except for italy and spain, off by more than 1 . Crude prices are mixed. Lower by 7 cents for wti. Look at the dollar, which is stronger once again against the euro and the yen. 14year high for the dollar index. 1. 06 is what the euro will ...

A new record high for the nasdaq today. Its a violent move away from bonds and into equities. It continues to gain team. Yes, the markets, josh, are in the red right now. Bank of america was out with a note today. Michael hartnet saying theyve seen the largest equity inflows in three years and the biggest outflows in three and a half years, the biggest disparity between stock and bond flows ever. Look, nothing brings out positive inflows to the Fund Industry like new record highs, and i think it...

Chicken soup. President elect trump making his big administration nominations and announcing his picks for National Security adviser, attorney general nca director today. We have all the details. Meanwhile, stocks are giving back their early gains today, but its been quite a week for the bulls with stock inflow levels not seen in nearly two years. Well discuss whether the record trump rally has come too far too fast. Trump has promised to roll back regulations but would that eliminate rules . We...

Second best month of the year. Europe with some mild gains. Oils almost back to 47 on renewed optimism that the opec Production Cut will survive. Our road map begins with the next treasury secretary and Donald Trumps busy weekend, what the picks will mean for the markets. Plus, a mu bearish note on apple predicting a decades long malaise, quote, the risks to the company have never been greater. And facebook announcing a buyback, zuckerberg promising changes to combat that fake news problem. But ...

Take a look at the stocks across the board where are were seeing steep gains. Chesapeake up. Marathon up 5. 5. Conco phillips, hess, all big winners on the day. Does this rally continue . I think in the last couple of weeks certainly the place not to be has been energy in this quarter. I think this deal this morning, and i read jeffs note, which is fantastic, and the news over the weekend regarding opec, i think it gets you more sneptiveized to add back into energy once again. I dont know if i g...