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BLOOMBERG Bloomberg July 2, 2024

This is bloomberg surveillance. Alltime highs in the s p 500 with the three day winning streak, 20 fourth record close so far for 2024 and the main event is coming right up, 2 trillion market cap. There is only one name, nvidia. Lisa the most important Macro Economic event, one of the most important events on the calendar thats where we are at with one name, one company can dictate the Macro Economic backdrop for an entire market and thats today. Jonathan raising the bar once again going into th...
Main Event Macro Economic Events Calendar Upper Crust Kind Store Get Away

FBC Cavuto July 2, 2024

See revenue and earnings four times what they were a year ago. Lets go to jonathan honecker, hedge fund manager, what he makes of that. Bottom line is the expectations are so overthetop, it shouldnt surprise us. Unbelievable role, up 700 in the past few years and these earnings after the bell today will rock the market. The Options Market anticipating 9 move, shares of nvidia, with a 200 swing, it could be up or down. 90 of the stocks in the s p, expectations have been high, performance has been...
Hedge Fund Options Market Good Companies Companies Make Big Technology Something Like

CNBC Fast July 2, 2024

Biggest Earnings Report this quarter. What is at stake when nvidia delivers results tomorrow . Im melissa lee, coming to you live from studio b at the nasdaq. On the desk tonight tim seymour, karen finerfinerma steve grasso, and guy adami. And we begin with a staggering result. 103 million americans cannot afford a newly built home. Thats 30 million plus since 2021. We just got results from Toll Brothers, which beat earnings andsales estimates and raised fullyear delivery guidance. That stock is...
Earnings Report Just Got Toll Brothers Mortgage Rates Home Prices Prices Higher

BLOOMBERG Bloomberg July 3, 2024

Tuesday with the nasdaq 100 at alltime highs with a big focus on retail for the next 60 minutes or so. We will hear from lowes. We will hear from macys, too. From target, plans to reduce prices on 5000 items. We know consumers are feeling pressure. Lisa we havent seen it show up , the pressure, and the broadbased confident for disinflation, which is the reason twiddling our thumbs waiting for retail to come down. Annmarie barclays saying challenges for target, cutting into memorial day, expect o...
Jp Morgan Record High Long Term Six Months Interest Rate Balance Sheets

BLOOMBERG Bloomberg July 3, 2024

Guy this is what is happening in europe right now equities off the lows, volume reasonably good. I think the focus from means on single stocks. You are starting to see some action at the index alix you got there. Guy words are going to be really hard today. Bouncing a little bit, feels like it is led by the u. S. Single stocks matter today. Stoxx 600 lower, but look at what is happening why did German Companies prerelease . I thought we were getting earnings later this week. P when they are disa...
German Companies Jp Morgan Santa Claus Head Investment Solutions Investment Solutions Deutsche Bank

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BLOOMBERG Bloomberg July 3, 2024

Live from new york city, good morning. What a week ahead. Nobody earnings two days away. Coming into monday nvidia earnings two days away. We are picking up on the sent of capitulation at Morgan Stanley. Mike wilson has a new year end price target, 5400. The old price target, 4500. A wider range of outcomes and opportunities. Lisa he talked about the fact it is getting harder and harder to have any broad assumption where the market is headed. A lot of analysts have been head fake by a lot of dif...
New York Year End Jonathan Mike Mike Wilson Deutsche Bank Short Term

CNBC Squawk July 3, 2024

5 level. Todays action coming ahead of the busiest week of earnings. A number of key Economic Data points, whether youre a bull or a bear, theres a narrative to hang your hat on. Lets bring in mike santoli, cnbc senior markets commentator. Whats the bull case . The bull case is yields are going up largely because the economy has been stronger than expected. The bottom were seeing in earnings is going to hold. Well actually have progression higher in s p 500 earnings. The market should eventually...
Economic Data Bull Case Small Caps Number One Risk Oil Middle East

SFGTV Transbay July 3, 2024

Please. Next item is communication and like to note to make Public Comment. Members of the public may comment on the meeting during Public Comment in person or remotely. The callin is provided as a courtesy and availability may disrupted due to technical difficulties. In person Public Comment will be taken first and remote after. Dial in instructions are printed on the agenda and should be scrolling on sfgovtv. Any other communications from the directors . Seeing none, ill call your next item. P...
Public Comment Communications Directors Outlook Negative Transit Administration Capital Investment Funding Grant

CNBC Fast July 3, 2024

Last six months. And i say far more than stocks and you will see why. Because, there you go. The s p is up 17 as is the russell. The dow good for 14 . Far from just that, copper, 34 . Have you been invested around that . Made a lot of money as with silver and gold. Bitcoin, of course, has rallied back up 82 . Pretty good to be bullish. Pretty good. So we went into this year saying that theres really going to be two things and that wall is a beautiful thing. I love seeing comer, i love seeing gol...
Earnings Growth Interest Rates Consumer Trends Everything Else Six Months Asset Classes

BLOOMBERG Bloomberg July 3, 2024

Jonathan lets get you to the weekend. Live from new york city, good morning, good morning from our audience worldwide, we are closing out the week and heading towards the weekend, looking for four weeks of gains on the s p 500 with a sprinkle of fed speak. Kashkari, daily, and for the really committed, sunday at chairman powell commencement speech. Lisa im sure everyone around this table is very committed and some are double dipping this week. Yesterday, fed speak was kind of the same, higher fo...
New York Good Morning Trend Data Janet Yellen Manufacturing Base Manufacturing Base China

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