Jonathan Krinsky News Today

September retail sales, nice beat there, the srt up 102 from march lows, thats a new high, Dick Sporting goods, best buy, dollar general, costcos and lowes, bed, bath and beyond on its best pace ever is it time to buy retail there are still select names you can buy at retail and some names that have absolutely exploded the up side you just went through a list some of these are at alltime highs. The consumer is strong, the consumer return, the consumer has gotten out there the september numbers w...

Now. Thats a gain of better than 800 points, 2950 a key level for the s p, were slightly above that with a gain of 3 . And the nasdaq, where so much strength has been of late, 2. 3 higher, 9230, russell 2,000 having a big day as well kevin oleary, 2950, key level on the s p were all the way back to where we were in early march and you, my friend, you say youre growing more bullish. Yes, i am i listened to what the fed says and they have an unlimited pocketbook they made it clear they are going t...

Here to discuss all that is adam parker, Research Founder and ceo, and a cnbc contributor. Adam, there were all kinds of reasons it made sense to anticipate a little bit of chop coming into august seasonals, sentiment, technicals, valuation, arguably, yields are doing what theyre doing, but Corporate America has kind of shown its hand on earnings for the most part this earnings season. Better than anticipated. The consensus is holding up on a forward basis. Where does that leave you in terms of ...

Depending on what the print is. Im usually the guy that comes on and says ignore the Economic Data. Its already priced in. I think in this case if we get a hot jobs report that contradicts the little bit of relief we got from adp in the middle of this week, i think that youre going to make new year lows in all the major indices. I really dont think theres any way around it. I really think if this, then that, and its as simple as that. I wish it werent so. I wish people werent reacting that furio...

Yields we continue to grow lower in stocks. And everything about the q4 playbook begins in the direction for yields. I do not see any fundamental catalyst in front of us for yields to fall. The last several days and certainly in the previous quarter, the equity market is telling you what the playbook should look like, and you think about utilities and in q3, they bolted down 10 , and its not about a safe haven. Utilities are down today alone, and high yielding sectors are not advantageous. The o...

The earnings season gets into full swing a little bit later on. I think a lot of investors today are trying to digest this surge of bond yields and what that means for a possible rotation. The flipside to this think synchronized Global Growth, the impact on asset classes. We had a story with yen and th e boj. We know Philip Hammond and david davis are separately in germany. Now, coming up, we discuss super cars and making motorsports very cool again when it comes to for example, sustainable gas ...

Were declining again today. More on the catalyst markets moving lower guys, what do you think is causing all this, and, joy, what are you doing today . First of all, i dont think this is over in the short term if you want to be in the markets, this is clearly more of an active traders market. Apple, when you run the quantitative model, you can take apple, we all know the fundamentals are fantastic thats what ive done. Yeah. But youve seen the range expansion and the volume increase again, thats ...

Stand. Everybody is against hate. That is not a hard thing to say. The question is, how you operate this big company at the same time, so that all our team its our teammates can be who they are when they come through the door. I have seen examples of how transformative technologies like Machine Learning in Artificial Intelligence can be applied in retail banking. The about this business, wholesale business . How you manage the transition from people to machines on the trading floor. Those tradin...

Check out what is happening to european london european stocks. Stocks arising for the second day for the biggest weekly increase in two months it sterling low against the dollar down by. 2 . June 24 last year, biggest weeks biggest weekly gain last year. Sterling rallying 3 against the dollar as the boe turns hawkish. Up fiveyear yield is basis points, higher since august 22 after rising 15 basis points last week. You know the fmos fomc meets this week. Dropped theounts most since january after...

A number of Hedge Fund Titans betting on it. Should you . Power lunch starts right now. Welcome to power lunch. Stocks are holding steady. The nasdaq and s p 500 setting new record highs. The dow swinging between gains and losses right now but in the green at this moment. Tech and Consumer Staples holding up. Check out some of the movers now. We have chinese telco actually its sina, a web company, trading at levels not seen in more than five years. Staples and Dicks Sporting Goods down big after...