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CNBC Fast July 3, 2024

Were pretty active in the investment committee. Amy raskin, i start with you. You sold nike. Yep. Seems to me from the notes here you had it. We trimmed half our position, we spoke about a couple months ago, but were done. The company is just not executing as well as it should. The brand is still great. We could come back to it at some point, but theyre not executing right now. China is a risk for them, and, so, were out of the position. The stock is down 14 year to date, down more than 20 over ...
Company Just Blue Chip United Health Health Bar Management Team Bar Bell

BLOOMBERG Bloomberg July 3, 2024

Surveillance. Annmarie hordern and Lisa Abramowicz. Jonathan ferro will be back. However, today we are happy to have brian levitt with us for the hour. Who has been absolutely right at a time when everyone has been looking for signs of greater disinflation starting with data about 2. 5 hours from now. Good morning. We are looking at market that are doing pretty much nothing. They did pretty much nothing yesterday as well. Brian, are you still a fomo kind of guy . Brian i am. Everybodys talking a...
Brian Levitt Home Depot Still Strong Strong Enough Federal Reserve Job Market

BLOOMBERG Bloomberg July 3, 2024

Im katy grindfield in new york, welcome to bloomberg markets. Markets blowing past what we learned about ppi in april. Take a look at big tech. Im going to go ahead and call that unchanged wobbling around we havent seen that big leadership from big tech that weve gotten used to over the past few weeks. Its been a different story. And meanwhile, small caps at the russell 2000 right now, really lead the way. Currently up by more than 1 . 1. 2 at the moment. Well see how long that lasts. But for th...
Big Tech Small Caps Home Improvement Home Depot Market Home Jeremy Bryan

CNBC Closing July 3, 2024

Not participating. He reports suggesting iphone sales in china have been disappointing, even so every sector today out of the smp is higher, its been a broadbased rally, even as Interest Rates have crept modestly higher. There is your sector heat map, a look at whats going on inside the market. It does take us to our talk of the tape, rally on, or rally soon over. Lets ask hightower stephanie lee, shes here with me in Beverly Hills, also a cnbc contributor, how about that question . Do we rally ...
Interest Rates Empire State Push Pull Still High Bull Bear Fourth Quarter

FBC Mornings July 3, 2024

Looking at employees here the tactical team, situations with hostages active shooters when you look at training tools what message does this, people in nassau owe treated when it comes to high intensity situations. We have best Police Department in the country train with best if you defunded the person you lose is training you want a better product invest in product this is new stateofart economy we built training village behind us, our bureau special operations all above makes it good. We do se...
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CNBC Closing July 3, 2024

Those higher beta growth names and were watching alphabet shares closely today as openai refreshes its chatgpt chat bot, what it means for investors as well in the Broader Markets, well, most s p sectors seeing modest losses today. Small caps are outperforming yields are down. So, what else is new the russell is up. Well watch that over this final stretch. It does take us to our talk of the tape, whether the bull market is at serious risk or not. Lets ask dan greenhaus, chief strategist for soli...
Russell Dow Companies People One Way Wall Street People Holding Stock Market

CNBC The July 3, 2024

Needs an ai moment and this will qualify and well bring you all of the headlines this hour three buckets of the health care names. This is one of them. Our guest says buy it. It has the business best model in pharma and its not eli lilly. Hes here to make his case and Michael Santoli kicks things off at the New York Stock Exchange hi, kelly we have steady indexes here which means that the s p 500 is holding on to last weeks gains and holding on to this little 5 rebound rally weve had over the pr...
Health Care Michael Santoli New York New York Stock Exchange York Stock Exchange Stock Exchange

BLOOMBERG Bloomberg July 3, 2024

Lisa heading into a week of important inflation data and two of us are live in d. C. , one of us is in paris, and dani burger is a new york. Welcome to bloomberg surveillance. More on why we are all over the place in just a moment. Important week kicks off on wednesday with data releases that make solidify a narrative that has been flipping and flopping. Why wednesday is going to be so important . Dani wednesday will be so important because this market has decided that with the week data coming ...
Dani Burger Start Talking Janet Yellen United States Consumer Sentiment Biden Administration

CNBC Worldwide July 3, 2024

Apple is looking at anpology after social media outrage. One china ev maker with the sector wide crackdown. From his its friday, may 10th, 2024. Youre watching Worldwide Exchange right here on cnbc good morning and welcome to Worldwide Exchange. We are coming to you live from cnbc london for the last day thank you for being with us today and the entire time we have been here in london we will kickoff the hour with the positive session of stocks yesterday. Look at futures in the green across the ...
Worldwide Exchange Good Morning Us Today Dow Open Bond Market Energy Market

FBC Making July 3, 2024

Much. The market worry when it wants to worry or when its too late. Im charles payne, this is making money. Breaking right now, we are seeing a bifurcation in this market. Its been an amazing may, but its been stagger all of the names you normally wouldnt hear about like utilities. When will the magnificents step up, because at some point its going to be needed to keep this rally going. Although ive to got a special guest who says there might be a changing of the guard. Should i stay or should i...
Barron Davis Middle America Bank Index Technical Levels Industrial Revolution Income Growth

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