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CNBC Fast Money Halftime Report July 13, 2024

This market . I mean, look, i will tell you in a month you know all we know is that the market was relatively high based on relative optimism and the optimism has been punctured. Is it terminal who knows. A mean a few weeks ago the market had a bad day on coronavirus. A monday ago it had a bad day on iran will it be long term or short . Nobody knows. People sort of throw around terms like black swan event and waiting for those types of thing to really cause a dramatic market selloff does it feel...
New York United States Saudi Arabia South Korea Macau General Aer Ka

BBCNEWS BBC News At One July 13, 2024

Psychopath who will never cease to be dangerous. The World Anti Doping Agency bans russia from all major sporting events for four years, including the next olympics and world cup. Russia was afforded every opportunity to get its house in order and to rejoin the global anti doping community, for the good of its athletes and for the integrity of sport, but chose instead a different route. Its the final countdown to the general election, with one last push from all the parties. And one of the last ...
Irish Sea Ireland General United States New Zealand United Kingdom Krasnodarskiy Kray

RT News July 13, 2024

Soviet style hearing the resolution was condemned by republicans as soviet style. And facebook suspends accounts it believes were russian. And facebook suspends accounts it believes were russian and involved with this Information Campaign in africa just a week off the most coastlines and involved with this Information Campaign in africa just a week off the most coastlines 1000000000 dollars deals with the continent. 1000000000 dollar deals with the continent. From a. Knife. Moscow studio where i...
United States United Kingdom Bruxelles Capitale Boris Johnson Polly Boyko John Bercow

BLOOMBERG Bloomberg Real Yield July 14, 2024

Pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story. If you want the bull market to die, show me the recession. Until you can produce it, you...
New York United States City Of United Kingdom Kathy Morgan Stanley Kathy Jones

BLOOMBERG Bloomberg Real Yield July 14, 2024

Seeing the dynamics shifting. What you are seeing is a pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak here. Our code the fear trade a peaking. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story...
New York United States United Kingdom City Of Kathy Morgan Stanley Kathy Jones

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BLOOMBERG Bloomberg Real Yield July 14, 2024

We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No ...
New York United States City Of United Kingdom Kathy Morgan Stanley Mo Maryann

BLOOMBERG Bloomberg Real Yield July 14, 2024

What you are seeing is the pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak fear. Chomped a lot of wood in august, sentiment horrible. Sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a valuation story in equities. That is the pain trade. If you want the b...
New York United States City Of United Kingdom San Francisco Kathy Jones

BLOOMBERG Bloomberg Real Yield July 14, 2024

Right away. Maybe august was that peak fear. The fear trade peaking. Chomped a lot of wood in august, sentiment horrible. Investor sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that, but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings here, we get a revaluation story in equities. I think that is the next trade up, and that is the pain trade. If you want the bull mar...
New York United States City Of United Kingdom Europe Pilar Kathy Jones

BLOOMBERG Bloomberg Real Yield July 14, 2024

We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No recession, Central Banks in play, markets outside, going into the fall, trade deal,...
New York United States United Kingdom Bruxelles Capitale City Of Kathy Jones

CNBC Closing Bell July 14, 2024

Until the close, cnbc contributor stephanie link from tiaa a nuveen company. Welcome, stephanie thanks. Energy doesnt usually lead this market but is today on the oil bounce and questions about whether thats sustainable and given sort of the scale and increase in tensions whether the move is big enough to bring back the sector and commodity trade i dont know. I really dont because its been a tough industry for the whole year. For a whul of years now. So this is really more a supply issue concern...
United States Saudi Arabia District Of Columbia North Korea Moffett Nathanson Hassan Rouhani

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