Fund Positioning News Today

Gdp to be negative this the First Quarter of 2021. It is friday before a holiday week 59 minutes left in the session down a quarter of a percent on the s p 500. No gobbledy gook coming up for the next two hours here either. Coming up on this show, instead we are going to dive into the latest on the coronavirus and pfizers push to get emergency use authorization for its vaccine with the fda commissioner and pfizer board member dr. Scott gottlieb. Plus, new york city shutting st. Louis down the he...

As well as declines in cases across the u. S. Not just big tech winners, jawdropping moves for individual stocks. Roku up 11 . Dicks Sporting Goods up 15. Urban outfitters up 20 weve got them all covered for you. 59 minutes left, what is set to be another record close for s p and nasdaq all we need is a positive finish kayla, welcome. Thank you, sara thank you for having me. Feels like record finishes every senile day we have a great lineup of ceo interviews coming your way on the rest of the sh...

This rally but also this volatility. Taylor you have been nailing this because we should have had a clue. Gold has been higher all day long and you were on top of that in the past few weeks. Romaine base metals up, too. Copper up 2. 5 in london earlier today. With regards to some of the positive stories. Pepsi did manage to finish the day higher, largely i presume on the back of that she does mac cheese. s mac cheese. Senior, avoid a Portfolio Manager and Asset Allocation head. Apologies for som...

Xis impact is not good. The ceo ofak to siemens this morning. 6 00 in london, 9 00 a. M. In dubai. Theres lots of tentacles of risk that will boil through the day. Australia, new zealand, looking at extradition, but i love the story. You have to give attribution when somebody else finds a great story. It is about goldmans. We need to prepare ourselves for the risks that come over the election. They are talking about the year 2000. I was in a different world. Worried aboutmore secondctions thana ...

Rally and 30 points on the s p 500. There arent many things that story thanter the market rally in. Lisa you said it before, fiscal support, more fiscal support, lower rates. This is what is driving it. I wonder at what point fundamentals catchup because we are not seeing the Economic Data to justify this, and yet, people are looking forward to data they are expecting as we see reopening start to take hold. Clearly, what we see in the next few months is common sense sense, an economy that goes f...

Clearly, coronavirus is not impacting future sales all that much at the moment. , data as well, storage center, those kind of chips doing well. That is having a halo effect on some other chips. A couple of them are lower as well. There is some treasury buying along with the equities bounce, so we have to take note of that. 7 . 10 year yield at 1. 5 we got Consumer Confidence data above 100 today from the university of michigan. Preliminary february data increasing, and revisions to december. Tha...

Is when Prime Minister netanyahu faces a challenge up to the leadership of the party after failing to form a government. Lets talk about trade and not the usual tensions between the u. S. And china. There is escalation cost true trade wars two trade wars. Move is cutting tariffs, a partly aimed at expanding imports. The news comes as beijing and washington work to finalize the signing of the first phase of the trade deal next month. Japan and south korea agree to negotiate on export controls. Pr...

, with the small moves for stocks, it would make sense to look to other clues. Investors look to the volatility index to see whether it is on the rise. Whether these record highs can be sustained. Another volatility index is on the rise. The index in white. Some of them call it a panic index. Year,e in july of last when the s p 500 was carving out new highs, the scio index was high. Skew index was high. Keep this in mind, considering we have the vix low, the skwew s px on the rise after the 500 ...

Street about the stock. Well debate. The Investment Committee is ready to go. Halftime report starts right now. Our Investment Committee at the table today, the Portfolio Manager at eaten vance. We begin where else . The market. Stocks have been ramping in the past 30 minutes, got above the closing high on the s p on a big day for the semis thanks to intel. All but hitting a new record, as well. Names like jp morgan, so many more hitting 52week highs today. We are about a point away from a new h...

Far as 1. 69 . It is now 1. 71 percent. Dell are index is weak. Just one stock i am wanting out here, fitbit, trading up 15 . Google is buying fitbit. The offer price is 7. 35, trading right below where google offered. Guy lets talk about what the situation looks like here in europe. The stoxx 600 got within shouting distance of the 400 line. This after the payroll number came out. It then fell back. Maybe getting another jab at that this week. Lets take a look at the Bigger Picture numbers. 399...