Page 8 - Howard Marks News Today

Is there a misprice in the market half ha the Halftime Report begins right now. Welcome, our Investment Team at the table today kourtney gibsons back, the president of loop capital markets. Also with us, the head of u. S. Equity strategies as jpmorgan. We begin where we usually do, the markets. Stocks looking to build on their gains in june. So much riding on whether the fed will cut Interest Rates or in the very least attempt to signal in their next meeting next week. Steve weiss, 2 from highs ...

Morning, good morning. This is bloomberg surveillance. Equity futures unchanged on the s p. Alltime highs off the back of a hotter than expected cpi report. Theres a difference between what economists expected and what the market was priced for. Making absolutely no sense whatsoever. Which one was it. Basically youre having people justify the story at a time when there are more than half of the components of the dutch them coming in hotter than expected. Theres a lot of seasonal issues with the ...

Coming up, a hud payrolls number is met with cool wages and report spurs investors to lock in the rate cut. With all of the focus on the fed , credit issue it sets another record. We begin with the big issue. Fed watchers soak in the data. This is an ambiguous report. A positive story. Jobs numbers have exceeded expectations consistently. This economy is not as fragile as people think. Labor Market Holding up. The market will interpret this as good news. The soft landing is priced in. You have t...

Surveillance with jonathan ferro, Lisa Abramowicz and annmarie hordern. Jonathan its like the weekend never happened. Monday morning this is what everyone is feeling. Horrendous. Lisa theres no reason to do daylight savings prayed its improvement to be incorrect and does not have any Energy Savings prayed people want the romance of a long winter, summer vacations, long summer evenings and barbecues. Jonathan you knew out of everything this a be the one thing the wind you up. Not markets, not cpi...

City this morning. For our audience worldwide, this is bloomberg surveillance. Equity futures on the s p 500 up. 2 . Date two for chairman powell and in washington, d. C. It is the state of the Union Address. We will catch up with amh in washington. It was a win for wall street but not the kind of win we were thinking about. This was not Monetary Policy, this was about Financial Regulations. Lisa there are lobbyists in washington, d. C. Getting massive bonuses. We saw that 19 Capital Requirement...

The equities tenyear yield is below the 5 we have been crossing over earlier in the week. Twoyear yield an above 5 oil is another interesting picture to watch wti has been trending up this morning after being down for the week down by over 6 . Lets bring the developing story from the middle east fighter jets launching a strike in two locations in Eastern Syria. The pentagon says this is linked to the Iran Revolutionary guard over attacks on u. S. Bases that began last week killing one u. S. Citi...

Tom it is a mugshot of in yield and it is very technically elegant. Dean curnutt to start is strong in the 6 00. He will talk about that. A massive correlation in currency markets. Jonathan yields of, dollar stronger . Tom dollar stronger but it is the way the dollar is stronger. Maybe the japanese are fighting to keep the yen off of 1. 50. The answer is markets are moving. Tom can this equity markets jonathan can this equity market lived with it . Equities could work in a hybrid environment. Th...

Losses after strong u. S. Job openings ratchet up wall streets [indiscernible] hitting multiyear highs. The yen is surging from its weakest levels in a year amid speculation japanese officials intervened to slow the currency slide. Plus a republican revolt dumping Kevin Mccarthy as House Speaker, sending a fractious u. S. Congress and to further disarray. Media reports suggesting he will not run for office, for the post again. We are just getting some numbers when it comes to south korean Indust...

Parade meta takes the big tech baton. Were going to look at the key metrics you need to watch. Boeing expected to report in just over two hours as the Aerospace Giant continues to face a bumpy road ahead around production issues and succession questions. Its wednesday, april 24th, 2024 and youre watching Worldwide Exchange right here on cnbc good morning welcome to Worldwide Exchange. Were coming to you live from cnbc london. Thanks so much for being here with us. Lets get you ready for the trad...

Luxury giant warns profits could plunge as much as 45 in the first half on the back of doubledigit sales declines in q1. And tech stocks lead gains in early european grade. Demand boosts chipmakers. An earnings miss sends volvo cars toward the bottom of stoxx 600 as luxury brand pulsar waits but hes optimistic. We have a really balanced portfolio. Were relying on ev sales. We have a lineup of different propulsion technologies. Of course, we have fuel electric cars, so that gives us a much greate...