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BLOOMBERG Bloomberg July 3, 2024

Things have changed, we have different numbers. New highs for 2024. The two youre getting closer to 5 two year. The quote of the last 24 hours around this desk, jp morgans david kelley, the sound of their slingshot on a june cut. Lisa stephen of standard charting, rbc, we are changing our fed call from 45 basis points to one of a duty five basis point move. Yesterday we saw the biggest self, the biggest yields since 2022 and it seems there might be more. Annmarie everyone is trying to revise. St...
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BLOOMBERG Bloomberg July 3, 2024

Bezos and tim cook attending. Caroline a global ai coalition on his visit to the middle east and the next stop may be we will see him over on capitol hill. We will discuss that and more. We will start on these markets up. 25 . The nasdaq managing to pull itself up. This is once again really tackling inflationary pressures whether it is the ppi number or the cpi print showing inflation pressures dialing up. We see managing the nasdaq to outperform as markets pullback. I am looking at the two year...
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CNBC Mad Money April 13, 2015

Thinking about evaluation. On a roller coaster day where the dow dropped 81 points. The s p declined 4. 5 its worth trying to understand how some stocks seem to be undervalued for a whole other reason. Namely that people cant think big enough about what a Company Might be worth. They have a failure to imagine what might happen. They have a literal and linear sense of things. Taught at Business Schools and honed at Traditional Research houses. These evaluations are a product of that upbringing. T...
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CNBC Closing Bell October 16, 2013

The deal for a vote on the house floor after it passes through the senate, but we were just saying, a reuters is quoting a senior gop leadership aide, whoever that is, as saying the outcome is unclear in the house vote. John harwoods in washington with the latest details. What are you hearing . Im not hearing what the outcome is unclear. In the senate you have, according to a leadership aide, republican aide tells me, 28 to 32 republicans are likely to vote yes. That is a substantial majority of...
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CNBC Squawk On The Street December 17, 2012

Right after the open. As for the action in europe, taking its cues from the United States. Well see a big rally in china extending one of its biggest rallies in three years. We have a mixed bag in europe with italy up by about. 2 of 1 . Well do our best to keep focused on the business day. Well be following the tragic shooting in connecticut, of course. The New York Stock Exchange will hold a moment of silence to honor the victims in the next few moments, and well be looking at the president s c...
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CNBC Squawk Box September 9, 2013

Charlie rose, syrians president bashar assad denied he had anything to do with the chemical weapons attack that happened. Well talk to john harwood and politicos ben white. We also have some corporate news. Nieman marcus in talks to be bought with the canadian pension Investment Board for more than 6 million. The wall street journal says theyre trying to finalize a deal. The talks could fall apart. The company filed for an ipo in late june. Some of the sources ive heard of and talked to, this de...
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CNBC Closing Bell September 10, 2013

Economist marty feltstein and Hank Greenberg all in the house. So much to speak about with each of them. Dont misa moment. Join us, coming up. Thats it, thats all we could find . We have more, actually. What a great lineup it is. Apples big day, big news as well. What are investors saying . Thats going to be key. The stock is acting true to form on a delivery day if you will. The stock runs up, goes to the big unveil. Weve seen this before. Sell on the news . Yes. Lets check the markets right he...
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