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June 23, 2024
Reserve. Every day we guessed what the fed will do and every day we make it harder and now that its almost upon us this discussion monopolizes it. We know employment has been strong. Theres no reason to keep shortterm Interest Rates too low. But its how companies are doing like mine. The amazing race would be the last thing you do. I cant name a Business Group doing better than it was six months ago. That is if you thought that Employment Matters all that much because employment wasnt as strong ...
June 23, 2024
We need to get the currency moves. The rand is weaker, the pound is weaker. At of eurozone, this is not too bad. Economic confidence is rising. In the markets have changed the last 48travelers with tight correlation being the major theme. What i would suggest, francine, this morning is the tale is there is no dollar strength. The tell taleg, is there is no dollar strength. First, lets get to the bloomberg first work news. Thank you. Thats get going with the chinese stock market with the worst st...
June 23, 2024
System. I wont say too much but it is one of the hottest topics around and most important topics around. Of course theres china but theres the whole of asia. And i think the Financial System as weve all learned is one of the absolute requirements for growth. Deputy managing director min zhu was previously adviser to the managing director, senior adviser, and he was the Deputy Governor of the bank of china, and before that, chairing a working group on financial issues. So there is few i think in ...
June 21, 2024
Times forward earnings. It is in that range. I went to the Oxford English dictionary on my bloomberg terminal. Frothy. 1533 is the first definition. It says, frothy, their frothy waves. It is a frothy surveillance this morning. A frothy brees. Breeze. Economic data here in the u. S. We get producer pricing index. Janet yellen will be watching that. 9 15 Industrial Production. How much are Companies Operating . The beige book at 2 00 p. M. Earnings before the bell. Blackrock in bank of america. S...
June 21, 2024
This is real money, and you are the most important part of the show. Tell me whats on your mind by tweeting me at ali velshi. It was billed by ukraines leader to decide the fate of peace and the fate of europe, end quote. And in the end, the leaders meeting today in belarus decided that the fate of ukraine will be more of the same. Despite public handshakes, poroshenko denounced the rebels fighting in ukraine, and Vladimir Putin shot back with his denounceiation, this time of ukraines recent tra...
June 21, 2024
This is real money, and you are the most important part of the show. Tell me whats on your mind by tweeting me at ali velshi. It was billed by ukraines leader to decide the fate of peace and the fate of europe, end quote. And in the end, the leaders meeting today in belarus decided that the fate of ukraine will be more of the same. Despite public handshakes, poroshenko denounced the rebels fighting in ukraine, and Vladimir Putin shot back with his denounceiation, this time of ukraines recent tra...
June 21, 2024
This is real money, and you are the most important part of the show. Tell me whats on your mind by tweeting me at ali velshi. It was billed by ukraines leader to decide the fate of peace and the fate of europe, end quote. And in the end, the leaders meeting today in belarus decided that the fate of ukraine will be more of the same. Despite public handshakes, poroshenko denounced the rebels fighting in ukraine, and Vladimir Putin shot back with his denounceiation, this time of ukraines recent tra...
June 21, 2024
Dialogue can contribute and not fashion to peace and prosperity in a very important region of the world. And they can also stimulate and form and other faith public debate on the risks and opportunities that policymakers in washington, seoul and beijing are dealing with. To get us started, we have a distinguished american official who was very much involved in policymaking here in washington and also in the stewardship of u. S. Relations with the republic of korea, peoples republic of china and ...
June 20, 2024
Teaching you tonight. Call me. Earnings season earnings season i dread earnings season why . Because it is overwhelming with so Many Companies reporting at once and so much data being thrown at you. Because its hard to keep track of the expectations and to know what is better than expected. What the whisper, the real benchmark that must be beaten is. Nah, huhuh. Its because i have a bad back and i cant stand carrying all those printed out versions of the Conference Calls as a schlep from Downtow...
June 20, 2024
Expected. What the whisper, the real benchmark that must be beaten is . No. Its because i have a really bad back and i cant stand carrying all those printed out versions of the Conference Call as i shlep from downtown to my office here in englewood cliffs. Tonight i want to do something different. I want to help you this earnings season. A new way to use earning season to put it in perspective because most of you watching the show are not these day traders that are hijacking a lot of the thinkin...