Holding Duration News Today

What you are seeing is the pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak fear. Chomped a lot of wood in august, sentiment horrible. Sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a valuation story in equities. That is the pain trade. If you want the b...

Right away. Maybe august was that peak fear. The fear trade peaking. Chomped a lot of wood in august, sentiment horrible. Investor sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that, but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings here, we get a revaluation story in equities. I think that is the next trade up, and that is the pain trade. If you want the bull mar...

Jim terranova, Jim Lebenthal, jon najarian jpmorgans top strategist saying stocks will return to their highs. Lets bring in one of them today from new york. Welcome. Thank you got the note in front of me after this wild and turbulent week, why do you think were going back to the highs . Well, look. I think that the market is set up, when you look at just the market, when you look at the Business Cycle and so forth, its set up for further upside i think the profit cycle is going to get easier as ...

Whether you embrace or reject etfs, they are here to stay. The flows signal Broader Market trends. Lets check in with Eric Balchunas. A snapshot of the flows and the theme is risky assets like the stocks. Eric thank you, scarlet. Im feeling like a broken record. Every week, i am saying people are excited about the fed being accommodative. It felt like about two months. Another week of the same thing. 15 billion into etfs. We have spy, the cuse. You also have ibv and some vanguard funds. Both maj...

This creates enough uncertainty to where even the strong payrolls report that we got today is likely going to secure that cut. We are going to get a 50 basis points one way or the other. Mr. Trump now knows the buttons he has to press to get the outcomes that he wants. Good policy, bad policy, the white house is listening. That is why you are seeing the president be so aggressive right now. To the extent trump continues to push on the trade war and that hurts Economic Growth and creates these do...

Issue will dominate a thinking at the fed. You have to extrapolate this and you can about the fed delivering a series of cuts. Strong payrolls report that we cant today is likely going to secure that cut. We are going to get a 50 basis points one way or another. Mr. Trump now knows the funds he has to press to get the outcomes that he wants. That is why you are sitting president from so aggressive right now. To the extent trump continues to push on the trade war and that creates a downside risks...

Delivering a series of cuts. This creates enough uncertainty where even the strong payrolls report that we got today is likely going to secure that cut. We are going to get a 50 basis points one way or another. R. Trump now knows the buttons he has to press to get the outcomes that he wants. Good policy, that policy, the white house is listening. That is why you are seeing the president be so aggressive right now. To the extent trump continues to push on the trade war and that hurts Economic Gro...

There be a special council to look at Hillary Clinton uranium one controversy as we look ahead right now on sunday morning futures. Republicans notching their first big victory on tax reform. The house passed its bill last week and now it is the senates turn as they prepare to vote on a different tax bill after the thanksgiving holiday. However, 13 republicans actually opposed the house bill on the fate of the senate bill is far from certain. How does the gop get everybody on board . Joining me ...

There be a special council to look at Hillary Clinton uranium one controversy as we look ahead right now on sunday morning futures. Republicans notching their first big victory on tax reform. The house passed its bill last week and now it is the senates turn as they prepare to vote on a different tax bill after the thanksgiving holiday. However, 13 republicans actually opposed the house bill on the fate of the senate bill is far from certain. How does the gop get everybody on board . Joining me ...

Were at post 9 at the New York Stock Exchange jon fortt is off today joining us out west is general partner paul holland a lot to get to with paul. Good to see you, man first up, we talk snap reporting earnings after the bell dispinlted disappointed on revenue and growth stock is down this morning and currently trading down almost double digits, down 11 earlier today. A lot of discussion about daus not that they just missed but that instagram is able to add so many more to stories in the first h...