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July 16, 2024
Holding this up is primarily the defensives in the utility sector, some consumer staples. Mcdonalds providing a little bit of a drag. Take a look at what is happening in the treasury market. Bond bulls undeterred. A lot of folks said this is going to be a dip buying opportunity, and that is what you are seeing. A lot of uncertainty that had driven the bond rally prior to that selloff, brexit, u. S china trade, those have not been resolved, but you will see the bond bulls remain active in this ma...
July 7, 2024
In about 90 minutes๏ฟฝ time well get the latest health check on the economy and everyone is asking the question will the numbers reveal we are officially out of recession . Well, most experts predict yes, and say we will see a smidgen of Growth Injanuary of 0. 2 . This would confirm the Bank Of Englands suggestion that the downturn is behind us. During the final three months of last year, the data showed the uk slipped into recession and inflation injanuary was at 4 so its still twice the Bank O...
July 3, 2024
Hello and welcome to the program. Im how much enjoyed the Syrian Government has declared 3 days of morning after an attack on a military academy in the western city of funds. It blames armed groups, backed by International Parties for the drone strike that targeted a Graduation Ceremony. Immediately after the attack, the military bombed opposition held it live in northern syria. President bush auto said says his country is no longer at war, but with a tax like these whos calling the shots in syr...
July 3, 2024
Hello and welcome to the program. Im how much enjoyed the Syrian Government has declared 3 days of morning after an attack on a military academy in the western city of funds. It blames armed groups back by International Parties for the drone strike that targeted a Graduation Ceremony. Immediately after the attack, the military bombed opposition held it live in northern syria. President bush, auto said, says his country is no longer at war, but with a tax like these, whos calling the shots in syr...
July 3, 2024
Nasdaq up by 10 points. Halfway through the trading month of september, the dow is down by. 3 for the month to date. The s p 500 down by 1. 3 and the nasdaq down by 2. 3 . And treasury yields are pretty important because you do have a fed meeting this week. Right now the ten year is sitting right at 4. 34 . The 2year just above 5 and we will see what the rest of the week brings. Talking about what the rest of the week brings, here it is. Squawk planner for the week. The fed is the big story. Kic...
June 27, 2024
Speed on the market action. Futures are a bit firmer. 0. 3 . Market,tion in the fx the bullish dollar call. The euro is a touch solid softer. Yesterday, massive repricing. 220 on the 10 year. Alix time for your morning brief. We get weekly crude inventory for the u. S. Trading at a oneweek low. Watching that later. Speaking gothe fed a conference. 2 00, the beige book, survey of regional economies, what does it say about the reflationary theme . Jonathan do you read the beige book . David i do n...
June 23, 2024
This is an emerging discussion, and it like every other combination moves right into the search for nominal gdp. This is directly linked to the world of janet, mario draghi, mark carney, and everyone else in the economics game. When in doubt, merge. Francine investors seem to like this because both stocks are up. Lets get the bloomberg first word with caroline hyde. Caroline thank you. Financial authorities have identified the third attacker from harris. They say is a man who left from syria in ...
June 23, 2024
Better performing housing sector . We well, it really feels like a santa claus rally is getting under way. Stocks are up for a third day. As we stand, lets take a look at the numbers. The dow is currently sitting at 17,559. It is not break even get for the year but it is up. The s p 500 is one point in the green for the year. Its crossed over that break even line so many times. Were rich, were rich, were rich. I never thought santa was going to come, and i still believe in santa. Oil soaring. Ne...
April 21, 2024
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January 18, 2024
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