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BLOOMBERG Bloomberg Surveillance July 12, 2024

Ive got to go to the pandemic and the fold in to our foundations of this coming quarter, our foundations to 2021. Youve got to comment on what the eu saidd yesterday. Jonathan a call for more fiscal stimulus across the continent as well. Christine lagarde pretty clear about what she wants to do in december. The colder it gets, the harder it gets in europe. Cases are going up. More restrictions are coming on. Big question for the United States, whats next the deeper we get into winter . Tom weve ...
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CNBC Mad Money July 12, 2024

Facebook reported amazing number last time. Amazon gave you an amazing upside surprise and it got steam rolled it was hideous nonenonetheless, and i know that. There is the right way to look at it or the wrong way we dont look at the action and we are back to form an opinion about the quarter. Thats the wrong way the right way when a Company Reports great number and the stock gets slammed, you look at the set up often because of an event like say an impending election. I am expecting massive con...
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CNBC Mad Money July 12, 2024

You know what, there has been a persistent bid as we call it underneath this market for months, despite the virus and the unemployment it is a puzzle enigma. I am trying to figure out why people keep buying i had an epiphany last night i was going over preparations for my monthly club talk this time looking at it through the lens of the election, it is only 20 days away. You know what . Of the 32 stocks we own for the trust, fully twothirds of them would do better under a biden presidency that c...
United States Jeff Marty Michael Dell Joshua Bixby Jeff Green Walt Disney

CNBC Fast Money July 12, 2024

Apple beat on the bottom and top. Iphone revenue, the street was looking for closer to 29 million. And mac and ipad beating expectations i talked with ceo cook about that the decision not to offer a q1 forecast saying the pandemic is causing too much uncertainty right now. Saying naturally naturally, iphone, saying they are not seeing the benefit of sales like last year telling us we have a number of tail winds we launched four new models. 5g is a onceinalifetime opportunity. We have a large and...
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CNBC Mad Money July 12, 2024

After a hideous day like today where the dow plunged 923 points and s p plunged and the nasdaq down 3. 73 would it be liberating to dump the shot shoot match and cash in your ira and take out your 401k and sell funds to preserve some cash perfectly sensible emotion sure, thats the problem emotions whether trading or investing, you cant make decisions based on your feud you want to vanish the pain, i totally get that you are probably making a mistake. Look at the tsunami of selling that we have t...
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CNBC Options Action July 12, 2024

Or down . Or up . Professor khouw breaks it down, why rates could be in for a bumpy ride, and how to ride that out with options its time to risk less and make more options action starts right now. Lets get right to it Consumer Staples making a comeback from the march lows and now hovering close to alltime highs. Carter, what are you looking at . I thought wed target proctor here proctor is the biggest weighting we know in the sector, but its just a bit hot to my eye and lets try to figure it out...
Tim Seymour Kenny Roger Asha Sharma Tony Zhang Hall Marx Consumer Staples

CNBC Squawk Alley July 12, 2024

Good Tuesday Morning im Carl Quintanilla with jon fortt and Julia Boorstin apple is going to be the story of the hour. Their new event is just hours away expected to unveil the latest edition of the iphone, jon likely story of the week in my book. Thats where well start this morning. Joanna stern off the wall street journal joins us product reviewer extraordinary air. Its been a long time since we had an iphone event that wasnt focused primarily on camera and screen quality, i would argue. Maybe...
Nova Scotia New Jersey United States Carl Quintanilla Jay Hoag Josh Brown

CNBC Options Action July 12, 2024

And thats what tony zhang is singing about today. And our last song pun of the evening, you down with tlt or up . Or down . Or up . Professor khouw breaks it down, why rates could be in for a bumpy ride, and how to ride that out with options its time to risk less and make more options action starts right now. Lets get right to it Consumer Staples making a comeback from the march lows and now hovering close to alltime highs. Carter says there is one stock signaling trouble despite the staple surg...
United States Joe Fowler Kenny Roger Tony Zhang Carter Procter Consumer Staples

FBC The Claman Countdown July 12, 2024

The overwhelming interest you showed in the first one last month included, of course, Trump Administrations larry kudlow, biden economist ben harris, mike novogra novogratz, robert kiyosaki, marc lasry. It was epic and we heard you tell us you want us to focus on all the Money Matters of the two president ial candidates. Its a win win so here we are at it again. Straight ahead, we are joined by forbes media chair and former republican president ial candidate steve forbes. Former chairman of the ...
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BLOOMBERG Bloomberg Surveillance July 12, 2024

About President Trump and congressional republicans. I guess you are getting that body language from Mitch Mcconnell. But why is the bond market moving . We are at 0. 83 on the 10 year yield, the steepest back to march of 2018. We are pricing in stimulus at some point. Jonathan through 80 basis points. Wonder if, off the back of a move in treasuries, people start to talk about reflation all over again. Lisa i dont know that the underlying data is really supporting that. We will get a read at tha...
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