Confidence ticking lower in november though still largely positive. Joining us for the hour is mark tepper from Strategic Wealth partners mark, welcome. Thanks for having me. Even as i just went through those different points that are driving the action today, weve got records again for the dow and the s p, albeit just barely. Right, yes. I mean, all investors are pretty much still riskon and whats most surprising to me is you have this news coming out of china where china is potentiallily bay lbalking at ae deal, but were at a new alltime high. The market has shifted from one of economic deflation to policy reflation and thats typically good for stocks, right a low inflation, Slower Growth economy is good for stocks over the next six to nine months, now would not be a good time to be underweight equities. You want to be pathetics right now. Is the trade deal priced into this market . I think completely, almost fully priced in right now. I think weve seen quite the runup over the cours
Oil saying washington tramples on basic norms, and from mining to the oceans. In a billionaire tells us his waste andt plastic see the future. And the Global Semiconductor market is not in the clear yet. How global trade tensions are impacting microns future, but first, lets get you started with a quick check of how markets close on this thursday session. We had stocks down, treasuries advancing. We started lower in the session, given that whistleblower complaint at the center of the impeachment drama in washington was released and that was not helped by the fact that we heard from a u. S. Official that potentially the u. S. Could not be extending that temporary wally suppliers to two huawei. The dow lost about two points. The nasdaq also down. 6 . The Energy Sector was also the biggest loser, despite the fact that throughout the session, we did see crude gain back some of those earlier losses after we heard that the u. S. Could be military equipment to saudi arabia. U. S. Futures at t
Can be charged. Food firms are asking the government to relax competition rules to help them cope with a no deal brexit. People are used to having things on the shelves every day of the year, and that is not going to be the case. Today, were talking to businesses about how prepared they are for a no deal brexit. If you work for one, or run one, are you ready for a no deal . Let me know. And the newjab that has helped obese patients lose around iolbs injust a month. Well talk to the woman behind the reasearch. Hello. Welcome to the programme. Were live until 11 this morning. This morning, if you work for or run or small or medium sized business, let us know what prepartions youre making in case the uk leaves the eu without a deal at the end of october. How much have you done . Have you had the guidance you need from the government . Victorialive or email. First, Rebecca Jones has the news. British Airways Passengers are experiencing long delays at airports this morning because of proble
Present. John baptiste is not here but expected. Director lipkin. Why present. Why director syed. Here. Director tumlin. Here. Vice chair mandelman is not here but expected and chair gee. Present. We have quorum. Next item. Communication. We would like to note the process for members of the public to make comment members may comment during Public Comment in person or remote. Call in line is a courtesy and availability may be disrupted due to technical difficulties and in person will be taken first and remote taken after. The call in line is on the agenda and dialing instructions should be scrolling on the screen on sfgovtv. There are other communications . I want to say thank you to director shaw. Come on up. Thank you for your service on tjpa and all you criminalitied to the board and to Sales Force Transit Center and positioning the portal project for success. And wish you well on your next assignment the mtc committee. And we know where to find you. Questions and comments and though
Present. John baptiste is not here but expected. Director lipkin. Why present. Why director syed. Here. Director tumlin. Here. Vice chair mandelman is not here but expected and chair gee. Present. We have quorum. Next item. Communication. We would like to note the process for members of the public to make comment members may comment during Public Comment in person or remote. Call in line is a courtesy and availability may be disrupted due to technical difficulties and in person will be taken first and remote taken after. The call in line is on the agenda and dialing instructions should be scrolling on the screen on sfgovtv. There are other communications . I want to say thank you to director shaw. Come on up. Thank you for your service on tjpa and all you criminalitied to the board and to Sales Force Transit Center and positioning the portal project for success. And wish you well on your next assignment the mtc committee. And we know where to find you. Questions and comments and though