Page 86 - Halftime Report News Today

The rate story that has wall street talking this hour. Pete, slower loan growth across the board for the banks. As the tenyear continues to come down, the banks were almost all negative. Youve had a little reversal but the market cant do anything. And everybody is looking at the 10year and obviously for a last while weve had this thing correlated. I think the impressive part is theres actually still even growth. Because of the fact weve seen some of these numbers moving where they were, yesterda...

Lets begin by going to some of the most pressing questions that you are facing. Consider all of the things you are dealing with right now. Washington disfunction, geopolitical uncertainty. North korea, First Quarter earnings and Everything Else. Should you buy or should you beware. Trading the macro is difficult to do. We are in what is known as a time correction. We have corrected from march 1st for it to be a deeper price correction. I dont think that comes from a geopolitical event, an econom...

So without ibm, we could have a positive day theoretically. Can you make up an excuse, deuation in markets. Cloud and tech services. Can you find the good here . Theyre consist ept. Its tough to fibd a company that has lost money for 20, for five years consecutively. Over 20 consecutive quarters. There should be a premium for that. Its a Company Still in transition. However, their Growth Business is now just under i would say under siege but declining. Its not a stock i want to go after. It will...

We start with a big cnbc exclusive. Leslie picker scoring a big interview with mick mcguire who is on the attack against Buffalo Wild Wings. Thats right, brian. Mercado reiterating their four nominees and also calling for the resignation of the ceo, sally smith. Mick mcguire is here with us live from san francisco. Hes the founder and managing partner of marcato. Mick, youve been invested in this stock for about a year. What was the catalyst that you determined made sally smith a problem now . W...

Hello. Is this the right reaction . Last thursday, cyclicals began to rally. We questioned whether it was the time to make that rotational call. So far, the bond proxies, consumer staples, utilities, theyre outperforming the cyclicly oriented type names. You come in this morning, you question whether you want to get back where you have the exposure to the cyclicals. Ive stayed with financials. I think thats the right play. Then the other question is what do you do with global cyclicals, which ha...

There have been significant pockets where people have been buying aggressively now. Last week, home depot. They were buying aggressively on friday. Stock is exploding to the upside. Caterpillar, john deere, there are areas people are chasing and catching. Youre in caterpillar. Must be pleased with the share. Is this a bellwether because they talked about a sharp bounce in energy and transportation. Think rally is about earnings. It started when financials reported better than expected earnings a...

Move. The tenyear when you see the financials and how they were trading and we have seen huge activity coming into that area. Energy today. And energy. The other day was on a monday, weve done halliburton and had baker hughes and all neighbors. All kinds of different areas in the energy space. Not just on the Services Side or on the big like the conocos and exxons, but were seeing every aspect of nfrlg right now, scott. Its really interesting. I know joe has been talking about the refiners and t...

Donald trump in a fourway race. She goes from ahead by six points to ahead by 11 points. In a twoway race, just with donald trump, she goes from seven points ahead, 4841, to 14 points ahead, 5238. That is exactly why you saw republicans fleeing from him over the weekend, and paul ryan saying this morning he is not going to defend him anymore. We also had a question in the poll about support for republicans and democrats in congress. Before that tape was released, democrats had a 3 lead over repu...

After they got home, they suddenly lost their appetite because of three words written on jobies rappers. My burrito on the foil it said black olives matter. In a mockery of black lives matter. Jobie called at the restaurant and spoke to the manager who apologized and said it was a joke. But jobie said the deadly shootings of black men by Police Nationally is hardly funny and he points to a larger issue of racism. Matter what stands or what you do, it seems like it never stops. Its a never ending...

Pullback, joe, in what were seeing with the equity market. In a cases biggest decline in a month. We led in with carl saying that all three of the major averages have not closed down 1 . Yep. In a while. Now were threatening to do that today. Zoo fully and fairly valued. Weve said thats where the market is. The right thing to be doing right now is to look at petes world, look at options right now. Theyre incredibly cheap. Put the protection on. I might have bought some russell index puts because...