Page 105 - Halftime Report News Today

To have every reason to be down again today in a followthrough and fought through. What do you make of it . We are not buying the same stocks. People have to understand. Part of the market on fire, no good. Look at a stop like bank of america. Look at wells fargo. There havent been bids underneath these stocks. Stocks that the liesman interview with stan fischer is calling for multiple rate hikes. Now, maybe they walk them back, but we get a strong employment number, these stocks continue to fly...

S p, nasdaq positive. Big story, though. What bond yields are doing today following that big spike in the yield on the tenyear note. Pulling back just a bit. Maybe giving some feeling of ease to investors today. Pete, boy, the commentary yesterday after delivering alpha was mostly negative from the biggest investors. How do you see the landscape . Volatility is back. Volatility is back. You follow it so closely. Weve seen an explosive move out of it. Weve been talking all the way back to july ab...

Courtney gibsons what did you make of the feds comments and reaction right afterwards . She said what she had to say. End of the day you have to give a little bit of value. She has seen amazing data. I think they want consistent data thats positive. Right . Its been somewhat up and down, trending in the right direction. But she does have to say be consistent around that team. Does your expectation for a fed rate hike change today . No. Expecting what . To hike this year. Ive said that the past y...

For the portfolios we manage. We are, instead, putting on a one by two trade right here approximately at the 115 level in the stock. Thats what we started to do yesterday. We thought that the stock has still more room to run. Weve only heard what weve heard, of course, from sprint and t mobile. Apple isnt going to tell us anything for quite a while, and i think well hear more from at t and verizon. I think its all going to be good news. Everybody on the desk likes the stock. Do you think this mo...

Welcome to squawk alley for a monday morning, im Carl Quintanilla at the new york stock exchange. The dow and the s p still on track for their worst month since january of this year. Lets bring in citis chief u. S. Equity strategist, along with mike santoli, who joins us at post nine. Good morning to you. Good morning. A lot of discussion about what fridays dramatic mean follows, were not seeing it this particular moment. Was that a one off . Yeah, i think so. Look, the market was fairly vulnera...

Answering questions today for the first time regarding that massive price hike for the epipen. Its a device needed by people in case they suffer a severe allergic reaction. Surely you must understand the outrage somebody i talked to last night said people are outraged because it seems outrageous. This is the same product it was in 2009 but yet the price has gone up 300 or 400 fold. No one is more frustrated than me. But youre the one raising the price. How can you be frustrated. Theres a list pr...

And also at one market in san francisco, mike isaac. Good morning to all of you. We start of course with that apple story. U. S treasury secretary jack lew with some stuff tough talk about the 14. 5 billion dollar ruling that came yesterday. The decision creates an environment of uncertainty. Our concern with European Commission action is that it is using a state aid theory to make tax law and it is doing it in a way thats retroactive and overrides National Tax Law authority in our view and we t...

Here. The company in question is called china evergrand group. Its hong kongs second largest developer. You put out a report in 2012, i have it here, some 61 pages or so in which you say the company was insolvent, used bad accounting and said it was a ponzi scream ay mong other allegations. In rendering its decision last week, this hong kong tribunal said, i quote, mr. Left consciously disregarded the risk his report was false and misleading as to material facts, reckless in conduct. Whats your ...

Course, the uk down ever so slightly. 10year note yield hanging around what has been and continues to be that lets call it 1. 58 level. Crude oil down after a move up a bit over the last couple days. Although yeah, weve been around the 46 level for a little bit. Its been a level where when we get to 50, a lot of the Oil Producers sell a lot of futures and thats because they can thats a lot of debt payments. They sell futures and capture. Get back to 40. And then you see more cessation of rig cou...

We want to begin with bob who covers twitter. Bob, you with me . Its good to have you as always. You follow this as closely as anybody does. What do you make of the speculation around this company . The stock has had a pretty good run from 14 to 19 and change. Is a take out becoming more likely. We dont think theres any take out possibilities in 2016. I think they want to see those things they want to do resonate. Jack has only been there for a year almost and the board is new. I think they full...