Page 11 - Margin Expansion News Today

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 ...

Country seems to be fueling some kind of negative sentiment worldwide. Tom i agreed to start there for the western world. Its not just about china. There disinflation, we dont need a bunch of charts this early in the morning but the vector of deflation and disinflation in china from the beginning of covid and they did covid differently than we did but im sorry, its disinflationary and get you down to a run rate of a positive 1 even with the present deflation and thats not good enough. Jonathan a...

Good morning, this is bloomberg daybreak europe. I am tom mackenzie. Stocks in asia make china weaker despite reporting a surge in exports after the fed chair jay powell keeps the door open to Interest Rate cuts before the end of the year. We believe that our policy rate is likely at its peak for this tightening cycle. If the economy evolves broadly as expected it would be appropriate to begin dialing back policy restraint later this year. Tom it investors look to europe with the ecb said to del...

We are back down from that for 70 level. 470 level. We pushed back down again. Zach and to be the trend this august as we start to see capitulation from some of the big bears out there that this rally needs to be chased. Good news from hsbc. Returning lots of money to shareholders. The stocks and bonds. This is a big heavyweight stock having a big impact. Bmw down to 4. 4 . We are seeing cost pressure continuing, a chain bottlenecks continuing. Margin pressure as well as consumers shift down the...

It wants first a check on the market the bulls with strong earnings from amazon. The dow near session highs, up nearly 200 points and a release in yields as they pull back from recent highs. Interesting here. Tenyear, we were talking about 24 hours ago at 4. 2, today closer to 4. 1, which is good news the wage growth in there was a touch hot, but you take into account the work week actually shrunk and the total payout was lower than expected. And our bob pisani was talking about this as a g gold...

We are counting down to asias major market open. Haidi treasury features are higher as fitch cuts u. S. Credit rating citing worsening debt and deficit and an erosion of governance. Janet yellen blasts the decision saying it is based on outdated data. The white house is blaming republican extremism. A grand jury and date donald trump on the attempt to overturn the 2020 president ial election. Shery Inflation Numbers from south korea for the month of july, the headline numbers is a gain of 2. 3 y...

With a giant sheet of papers on stocks along with what we call topdown analysis from whip smart strategist to outline what they are seeing in the big picture from their 30,000 foot purchase. The top domes are exceptional at what they do all the what they do is an almost was doing. They typically try to rationalize all the big picture inputs, treasury yield, curve, recession, housing then come up with targets given their perceptions about the world. By the way, the dow finished with 100. Climb. I...

But what else we are going to be tracking in the session is the cautious tone thats going to be coming across from the wall street day. Given that as you said it is the countdown to those inflation metrics. The feds preferred inflation gauge. We have australian inflation coming out. And trading volumes have been pretty thin really over the past few sessions as we await those numbers. We are taking a look at the nikkei, unchanged at this point, but of course watching what is close to a psychologi...

Leading the s p this morning after their results. The cfo joins us this hour for an exclusive big news of the morning, fitch downgrading u. S. Longterm credit to aa plus to aaa it is the second downgrade ever by a major agency after s p back in 2011. Joining us first this morning on cnbc, the interview with the man behind that call, Fitch Ratings richard frances. Great to have you with us. Thanks for the time. Thank you i would love to know, sort of, your some color on the timing and the thinkin...

Market thats coming up plus earnings showing no sips of slowing down we get much more ahead on the show. And later were going to check the pulse of the consumer. We speak exclusively with the restaurant chain first watch and get his take its wednesday, august 2nd, and youre watching Worldwide Exchange right here on cnbc good morning welcome to Worldwide Exchange. Im frank holland. Lets get you ready to starture day. Were going to kick it off with a check of the u. S. Stock futures. We saw the hi...