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CNBC Squawk Box July 14, 2024

In europe, the dax up 1. 5 the cac up 1. 4 . Ibex up by more than 1 . Looking at the treasury yields the tenyear yield cracking 1. 7. Went out on the day at about 1. 71 the tenyear yield now at 1. 675 tom and i were chatting about a blog post from pimco saying u. S. Nominal yields could go negative dont blame the Central Banks, there are also Secular Forces at play that could bring down u. S. Rates. I think thats what happened overnight. It caught a bid because of that blog post. Thats a big sto...
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CNBC Options Action July 14, 2024

Hakuna matata means no worries Hakuna Matata what a wonderful phrase. It has been a happygolucky year for disney shares and mike ch khouw says they have no worries for the rest of the year it is time to risk less and make more the action begins now. We kick things off with a very tough week on wall street, a powell plunge escalating headlines sending the s p 500 down 3 for the worst week of the year it is not just the u. S. Under pressure though. The china emerging markets etf falling nearly 5 a...
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CNBC Closing Bell July 14, 2024

World cut rates. China weakening the currency again overnight. A perfect guest to discussion the swings in the market, former treasury secretary jack lew joining us thats coming up on closing bell. First right to the market action, joining us for the hour is josh brown. Whats turning things around here oh, my god, this is like what we live for, right it was pretty dire this morning. In the last five days, i have shift fred bearish back to bullish, then bearish, then superbearish. I was lutheran ...
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CNBC Squawk Alley July 14, 2024

Some level of that in the numbers. Its hard to say how much when the countries are meeting and talking, it is better than not cook telling me he sees no evidence that his products are being boycotted in china and that he has made no significant changes to his supply chain in response to potential new tariffs. We also talked about services up 18 when adjusted for currency in a onetime gain last year i asked cook about his new Video Streaming Service thats on the way and how he will judge its succ...
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CNBC Squawk Box July 14, 2024

Nasdaq up by 33. However the new york fed, bullard as you mentioned and others are pushing back on this idea that a bigger cut will be coming the new york fed itself putting out headlines saying that speech was not about potential policy actions at the upcoming fomc meeting, this was based on Academic Research done by John Williams i dont ever recall hearing the fed walking back what somebody was out there saying a lot of fed president s have spoken to us over the last 10, 12 years at this point...
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CNBC Squawk Alley July 14, 2024

Going to be most interesting is how the stocks react and what was already built in or was this just kind of a big trade into big cap growth and were not really talking about the quarterly results. Its just a placeholder type investment or are we really banking on great numbers from the likes of facebook and the others . I mean, microsoft is really interesting. Flawless quarter, stocks getting a nice bump, but its not running away whats amazing to me is just how big these companies have become if...
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CNBC Fast Money July 14, 2024

We begin with the most important week of earnings season. More than 130 s p 500 Companies Reporting results including three big fang names, facebook, amazon and google. So we thought we would play a game the good, the bad and the ugly in this weeks tech reports. Of those names facebook, alphabet, amazon which is the good, bad and ugly. This is a new game. Old song. Yes classic song any of the actors in good, bad and ugly why do you ask me oddly enough, im glad to be here on a monday very excited...
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BLOOMBERG Whatd You Miss July 14, 2024

Destroyed its new missile. Missiles are capable of carrying nuclear warheads. And are hard to detect. Educe the warning time he declined to give details, but underlined that nato had no intention to deploy nuclearbased missiles in europe. Tonight, Democratic Candidates holder first debate hold their first debate. Elizabeth warren will be the only top democrat to take the stage tonight. The House Oversight committee has voted to subpoena Kellyanne Conway for testimony. She is of violating the hat...
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CNBC Closing Bell July 14, 2024

Chip stocks soaring as President Trump eases the ban on huaweis purchase of u. S. Products. Weak manufacturing and Construction Data keeping the gains in check today joining us for the hour to break down the Market Action is lindsey bell from cfra good to see you again. Good to be here. Feels like a market that had a lot of good news baked into it already. Yes it did. I was surprised we held on to the gains for as long as we did. I thought we would get a sell the news type of thing sooner. I thi...
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CNBC Power Lunch July 14, 2024

S p 500 hitting record levels. Were about ten points below our intraday high. Trying to close at a record high for the first time in more than eight months all three avrnls on track for a Third Straight week of gains we begin this hour in washington President Trump explaining why he called off a strike against iran just minutes before it was scheduled. Eamon javers has the latest from the white house. Thats right. The president sat down with chuck here and went through his thinking last night as...
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