Page 2 - Research Notes News Today

Well. International relations and politics, we havent talked enough about the markets today. A risk on feel. Is the so interesting idea of finally, a shift away from the factor of Technology Toward the factor of smallcap, the factor of Something Else besides that point amazon. Jonathan for a whole two days besides apple and amazon. Jonathan for a whole two days as well. S p, days of gains on the within 1 of alltime highs. I wonder if that is one of the whys that they cant get it together down in...

Conversation. You just heard steven major of hsbc with his terrific call, persistent call for lower interest rates. , we wills in moments speak about the Research Notes of last summer, ages ago when things were calm on a vector of lower interest rates. We will get an update and look to the market, to hong kong, and to our conversation with john bolton in 30 minutes. With the news breaking this morning, really must watch and must listen. You nailed this. Cacophony has never been seen before. I th...

The dow is at 25,600 is the low for the weekt. Joining us this morning to talk about that is a u. S. Equity executive strategy director. And i think maybe the first time we had you on our air, welcome thank you, it is good to be on and i appreciate the time this morning we love getting the insight nanny general your Research Notes have been really clear in spelling out a narrative on the kbas baskets that work for stocks i argue it is a relatively bullish tone, but how would you put it i think t...

Quorum call quorum call mr. Sanders madam president. The presiding officer the senator from vermont is recognized. Sorry. Mr. Sanders thank you. Madam president , since last week the senate has been quote, unquote, debating the presiding officer senator, were in a quorum call. Mr. Sanders i would ask that the quorum call be vitiated. The presiding officer without objection. Mr. Sanders madam president , since last week, the senate ostensibly one of the great deliberative bodies in the world, sup...

The regime changes that are out there in our medicine, the pandemic, as with about the american economy. James bullard of st. Louis will join us here in a moment. What we would really like to do is talk about the regime changes that we see right now in the market. To me, it is a very correlated list up off of the navarro uproar of 14 hours ago. Jonathan what a move overnight, whipsawed by Peter Navarro, who set the u. S. China trade agreement is over. The president of the United States, his boss...

Lots of interesting things going on today, but the number one thing without question is a deteriorating take in the last hour, and what is front and center in the United States is a reaffirmation of the first wave of the pandemic. Other issues on the virus worldwide, including in india, for example. Bombay shifting to really grim news out of delhi, a flareup in tokyo as well. Isthe United States, there no other topic than this pandemic. Jonathan totally agree. Claims 30 minutes away as well. We ...

The Leadership Group right now so joe terranova, i go to you on that note, the melt up in tech seems to be picking up we asked the question whether the growth tech stocks wrestled the market back from value and then thats where the money is going to be made Going Forward clearly the mega cap growth names have wrestled the market back theres an added dimension to it, scott, being popularized in a lot of Research Notes im reading. Pippa stevens of cnbc has a great report element of esg investing a...

Rally with a haven assets, and then volatility for stocks. Right now they are having rotation back into the cyclicals. That has not been the story on the week. Tons of uncertainty on the week. Bondswe have the yen and climbing early on monday. A big tell on some of the volatility we saw for stocks. Guy is there anyway david is there any way of knowing how much of this is on the fundamentals of actual news about coronavirus or jobs and how much is positioning . How many people had short positions...

As being totally disingenuous. The jd of what happidea of whatt week with the minus 37, theres a couple of Financial Instruments that are wrong they are broken. We dont regard things as broken because it seems almost impossible that something could break. But the future that you see and the actual prices are very different, particularly in the out years. And i think whats going to happen is this has to go to zero again, because we dont have more space i heard the ceo of the largest Tanker Compan...

Results. Julia ba Julia Boorstin is in los angeles and very volatile in the afterhours session. Melissa, great to have you back netflix adding 15. 7 million subscribers and thats about double what analysts expected. The company also forecasting the addition of 7. 5 million subscribers in the Second Quarter and thats more than 3 million more than analyst predictions for that Ceo Reed Hastings saying there are three main effects of coronavirus. In addition to subscriber growth temporarily accelera...