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July 16, 2024
Nordstrom, one of the retailers that defined expectations this week, it seems like the market is all over the place with these retailers, to put out a positive vibe for the holiday season. Earningscame out with that pleased the street. A lot of shortsellers likely to get squeezed today. Other consumer goods were up 6. 5 . Smuckers has been punished with the likes of conagra and campbell. Guy in europe, we have stocks higher. Volume looks all right. The pound trading lower. In terms ofk services ...
June 30, 2024
Let us quickly check on the markets. Quite a lot going on. I am looking at the stoxx 600 in europe which is gaining a touch on the backs of gains in Energy Companies and a bullish outlook from one of the sectors bellwether. Looking at the dollar. And the fed and what we will hear from powell. Therude oil including impact of the opec meeting. We need to wait a little more to see how long we will cut production. A lineup our lineup today is looking pretty good. We feature some of the top names in ...
June 30, 2024
Lacqua in london. Bonds marketsd are closed for this Martin Luther king day. For our american viewers, happy holidays. A little pressure coming from some of the earnings. Without a doubt, these data points come from china. Which is why i am looking at the chinese data, filtering to the y uan. Eurodollar, 1. 2230. Euro strength, dollar weakness. Will that continue and when will it hurt european exports . 60. 25. Brent, 70. Airbus joins us in 30 minutes. They could check on the a38 if there are no...
June 29, 2024
We have great guests to talk about your markets by your politics and the economy. But first things first, lets quickly check on what the data is telling us. If you look across assets, it is very clear that stocks are down the touch. They actually recouped some of hatir losses under news t north korea is ratcheting up its threats against the u. S. The yen stay put. Im uncertain about how to trade yen. It would be one of the countries in the line of fire, if something were to happen in the Korean ...
June 26, 2024
Becomes the first world leader to meet u. S. President elect donald trump since his election win. Back in japan the boj fires a warning shot at the bond market, announcing its first offer to buy an unlimited amount of securities to maintain its yield curve target. We also look to a Rate Decision from a country whose currency has been battered by trumps election. Will mexico hike rates . Anddoes president obama Germanys Angela Merkel meet for farewell talks, what will trumps policy mean for europ...
June 25, 2024
Indicated behind the scenes that he wants to be as comfortable as possible bringing the two sides together. He has the experience of being that guy waiting for the other person to come around and worrying about whether or not coming around will help or hurt the wondering about how to accommodate them and their platforms and desires without slipping away from the core running principle. How much can secretary clinton give Bernie Sanders without messing up her general Election Strategy . That will...
June 25, 2024
Tom you see a bunch of headlines and it shows disparity in yields. Us dehn is going to join where you have a 14 yield. There is what we observed yesterday. Francine the dissent, i do you had there is relief on a lot of our markets today. When you look again, the reversal, right . After the initial encouraging news. Reversal. Tle well get this to the data check, 108. 2 p a little weaker yen today 108. 2. A little weaker yen today. The confusion i heard about yesterday. We have guests that will ma...
June 25, 2024
Global stock market after the fed held back on rate and really, it seems, bought investors more time. The expectation is that the fed will raise rates. A lot of the commentary we are seeing this morning. Their major averages remain higher. Down to some degree at the moment, but we want to mention we are seeing strength in tech. Amazon and out for that are trading at records today and apple is resuming its recent rally we have been seeing on expectations for sales of the iphone seven. Roleology i...
June 23, 2024
December looks likely. Most members are on board. Market expectation show investors look to move next month. Speaking yesterday, york that president said he is looking forward to the day the fed raises rates. Begin to raise Interest Rates. That is a good thing. That is a sign that the economy is returning to health. The Federal Reserve is getting closer to achieving our mandate. Francine for more, lets bring moretti. And lets bring in simon kennedy. Thank you for joining us. Simon, lets start of...
June 23, 2024
We talk about banks, the ecb, and we have an eye on terror. Tom we also have John Studzinski from blackstone and joseph nye. Have well talk about the francoisnce that hollande faces. It was something to see the faces yesterday as president hollande spoke to mayors. It was something. Francine then they had the Prime Minister of france speaking today. We will keep an eye on that. Vonnie good morning. Are not sureis what happened to one of the suspected terrorists. Eight were arrested yesterday. At...