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CNBC Squawk On The Street July 13, 2024

Basket size and looks at the issue of what happens when you are able to open and a lot of your competitors are not right i think Doug Mcmillan has the four stages of, lets say, the opposite of grief and acceptance its more like acceptance and euphoria at the beginning theyre stocking up. By the end theyre buying tvs. He laid out a course that i felt was very, very optimistic. But not that optimistic for anybody who competes with him. When you hear what hes winning in, its every category that the...
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BLOOMBERG Bloomberg Daybreak Americas July 13, 2024

Crude down, and participating in that risk on rally as well. Time now for global exchange, where we bring you todays market was a news from around the world. From hong kong to brussels, jahans burke and washington, our bloomberg voices are on the ground with this mornings top stories. , the death toll is now over 3000. Joining me is yvonne man. Heard of newst infections in south korea, iran, and spain. Germany, as well, and additional 188 cases. This virus has spread in 13 countries and 16 feder...
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CNBC Squawk Alley July 13, 2024

Foundation capital and a vc vet. Good morning to you both. Good morning. Timothy, ill start with you. Looking across your coverage universe right now, how are you factoring in china trade talks, and are there names that you like in light of the potential for a partial deal we generally favor Communication Service companies and Cable Companies that dont have a lot of exposure to china and pricing is holding up very well microsoft probably has the most exposure of anybody. We think well come to a ...
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CNBC Squawk On The Street July 14, 2024

About their role there seems to be some debate about this good morning, welcome to squawk in the street im carl cantonia. At the cnbc, they are delivering at the conference in new york city that was sec jay clayton as you saw. Moments from now, kobe bryant, the basketball legend quickly becoming an investing legend we will talk money in sports, futures in a tirade full of economic data. Of course, delivering alpha. The big story today, a number of heavy hitters at the investors summit a pretty g...
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BLOOMBERG Whatd You Miss July 14, 2024

Reporters. I have got records on my mind. We may not have a record high for the s p hundred, but we do have a record high for the s p 500 utilities sector. Take a look at the time of 1. 8 . A record closing high as yields have been down for days in a row. It may be worrisome. This is a defensive sector. You have investors going and while the broader sector is going into a record high. Relative to longerterm charts, what we are looking at is the valuation spread between utilities and the s p 500....
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CNBC Closing Bell July 14, 2024

Im sara eisen look at whens driving the action higher. A thaw in the trade war again. U. S. And china resuming tariff negotiations in october. Strong Economic Data helping ease some recession fears and the s p moving back above the 50day moving average. Key technical level. Tech stocks are leading the rally. Two big interviews coming up on closing bell. Box Ceo Aaron Levie and with Consumer Staples near alltime highs kimberlyclark ceo michael hsu will join us see both interviews only right here ...
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FBC Mornings July 4, 2024

Maria good wednesday morning thank you for joining us. I am Maria Bartiromo it is wednesday march 20. Wednesday news 6 00 a. M. On the east coast, the fight in texas deepens federal appeals gives an order the bars texas from arresting anyone entering the country illegally hours after the Supreme Court gave the goahead for the state to enact the law. We have the very latest, markets are searching for direction in their mixed on this fed did the Federal Reserve kick conclude the twoday policy meet...
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BLOOMBERG Bloomberg July 3, 2024

Opec supply cuts will tighten the market. It is labor day in the United States and canada, the regular band is out for the holiday and ive taken over for the interim period. A little bit of visibility of what is open. What we know is currently offline are the cash, u. S. Equities and theres also no cash u. S. Treasuries. Many firming up by 1 5 of 1 . The folks at jp morgan and Goldman Sachs making an argument around the story. In terms of valuations those are looking stretched. International equ...
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CNBC Street July 3, 2024

Retail sales falling short and know home prices drop in over nine years and prompted beijing to unveil a series of stimulus measures to try and prop up the beleaguered sector. They condemn the Biden Administration on the latest decision on exports. The company can deal with challenges to its global ambitions. If there is any situation the eu requires change in strategy, change in pace, require local, you know, deployment or immensement we have to look into these and we have various challenges to...
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BLOOMBERG Bloomberg July 3, 2024

Things have changed, we have different numbers. New highs for 2024. The two youre getting closer to 5 two year. The quote of the last 24 hours around this desk, jp morgans david kelley, the sound of their slingshot on a june cut. Lisa stephen of standard charting, rbc, we are changing our fed call from 45 basis points to one of a duty five basis point move. Yesterday we saw the biggest self, the biggest yields since 2022 and it seems there might be more. Annmarie everyone is trying to revise. St...
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