Thinking about right now. Big Tech Companies hit by coronavirus, how supply chains are hurting apple, amazon facebook and more. A Morgan Stanley with a 13 billiondollar bill of what it means for investors and soaring ahead of their flight playing the new space race barrons table tonight we will start with reshma. The market hit a new high this week and started falling down to 400 points, one half percent. Coronavirus clearly one of the concerns. The scope is unknown at this time. We have more cases in japan and singapore the last couple of days, the numbers out of china keep skipping around. Their economy is not up and running yet. The chinese economy, some millions of people were quarantined, many render travel restrictions. Goldman has an estimate of all the days that have been missed its like two months of unpaid holidays. Its crazy so factories and production lines have been stopped and investors are really waiting to see what happens with manufacturing and transportation. As of ri
Are in terms of the economy, the backdrop in this market. We had down week but we had record highs going into this week because the economy seems okay what he think . I think the expectations for the worldwide economy are coming down a little bit with the virus scares. Its not so much the people, investors thinking were headed for some terrible Global Pandemic but business disruption in china. People from other countries running parts from china, that has been a damper on things so thats gonna cut into earnings you expect . Take china out for the First Quarter, no flights going inandout, shortages, look what apple just did in terms of what they are expecting, thats going to hit the u. S. Thats going to hit u. S. Companies in the First Quarter and for the year. So keep in mind, we are now paying, investors in u. S. Stocks we are paying quite a bit more for a dollar of earnings than we did year ago. So that has to be based on some optimism about the future i think weve got a lot of optim
The backdrop in this market. We had down week but we had record highs going into this week because the economy seems okay what he think . I think the expectations for the worldwide economy are coming down a little bit with the virus scares. Its not so much the people, investors thinking were headed for some terrible Global Pandemic but business disruption in china. People from other countries running parts from china, that has been a damper on things so thats gonna cut into earnings you expect . Take china out for the First Quarter, no flights going inandout, shortages, look what apple just did in terms of what they are expecting, thats going to hit the u. S. Thats going to hit u. S. Companies in the First Quarter and for the year. So keep in mind, we are now paying, investors in u. S. Stocks we are paying quite a bit more for a dollar of earnings than we did year ago. So that has to be based on some optimism about the future i think weve got a lot of optimism lately with the resolutio
Thinking about right now. Big Tech Companies hit by coronavirus, how supply chains are hurting apple, amazon facebook and more. A Morgan Stanley with a 13 billiondollar bill of what it means for investors and soaring ahead of their flight playing the new space race barrons table tonight we will start with reshma. The market hit a new high this week and started falling down to 400 points, one half percent. Coronavirus clearly one of the concerns. The scope is unknown at this time. We have more cases in japan and singapore the last couple of days, the numbers out of china keep skipping around. Their economy is not up and running yet. The chinese economy, some millions of people were quarantined, many render travel restrictions. Goldman has an estimate of all the days that have been missed its like two months of unpaid holidays. Its crazy so factories and production lines have been stopped and investors are really waiting to see what happens with manufacturing and transportation. As of ri
Are in terms of the economy, the backdrop in this market. We had down week but we had record highs going into this week because the economy seems okay what he think . I think the expectations for the worldwide economy are coming down a little bit with the virus scares. Its not so much the people, investors thinking were headed for some terrible Global Pandemic but business disruption in china. People from other countries running parts from china, that has been a damper on things so thats gonna cut into earnings you expect . Take china out for the First Quarter, no flights going inandout, shortages, look what apple just did in terms of what they are expecting, thats going to hit the u. S. Thats going to hit u. S. Companies in the First Quarter and for the year. So keep in mind, we are now paying, investors in u. S. Stocks we are paying quite a bit more for a dollar of earnings than we did year ago. So that has to be based on some optimism about the future i think weve got a lot of optim