Wolfe Research News Today

Where the world of politics meets the world of business. I owe you a word of explanation. We had some technical problems. For those of you on television, you got to see some charts for a bit. Now we are off and running. The first president ial debate takes place in ohio tonight. Kevin cirilli is on the scene in cleveland. Great to have you there. Before we get into the substance of what might be discussed, set the stage. Who will be there, what kind of arena is it, what are the rules moderator c...

Overnight, though they lost some ground this morning. A lot to watch, china pmi backing expansion, the fed launches a new dollar repo operation. Jim, sounds like youre focused on testing, having talked to abbott last night. Right i think that myles white and now the new ceo recognize this, as they did during the aids epidemic, when you find out who has it, everything changes in this country, we can find out who has it, and doing a serilogical test, finding out from blood of people who have had i...

Through 1. 55 , is back at 1. 56 . The dollar continues to strengthen as well. We are very close to the 100 mark for the dollar index. The your a particular the euro a particular feature of that. Story. Ple the big hsbc also worth focusing on, down by 6 today. The new strategy doesnt seem to be finding favor with investors. It is around 28 points off the ftse 100. Gives you idea of the skate and weight and of the of hsbc. Coronavirus certainly present when it comes to the coronavirus story. 1. 0...

Spiking over those concerns over iran also coming up on the show, House Financial Services chair Maxine Waters on why she wants a hearing over facebooks crypto play, libra. Join us, stephanie link, from levine, welcome. Are you doing buying today little bit. Little bit like what little Semiconductors Semis little broadcom i started a position last week when it fell 8 on the day and i just kind of think that the valuation makes a lot of sense and well see. Its a china proxy for sure, so something...

Were about at session highs with the Dow Jones Industrials up about half a percent. The nasdaq composite is the laggard today, down about a quarter of a percent. We do have communications services, the lagging sector, real estate also lower for the session. Energy and utilities leading the way. Investors digest the news out of nvidias conference, 868. They have the new a. I. Chip. Lets just kick this off with even your initial reaction to everything weve heard so far. Jim, ill start with you. Ar...

Good morning, good morning. This is bloomberg surveillance. Your equity market of the s p positive. 5 . Upside surprise on cpi, upside surprise on ppi arguably pushing back rate calls even more. Bank of america talking about goldy shops saying we have gone from goldilocks to stagflation. Lisa right now it is hard to see stagflation priced in. We have gotten two straight hot inflation reads at the same time retail sales are causing concern it may be the consumer getting too stretched. Jonathan it...

City this morning. For our audience worldwide, this is bloomberg surveillance. Equity futures on the s p 500 up. 2 . Date two for chairman powell and in washington, d. C. It is the state of the Union Address. We will catch up with amh in washington. It was a win for wall street but not the kind of win we were thinking about. This was not Monetary Policy, this was about Financial Regulations. Lisa there are lobbyists in washington, d. C. Getting massive bonuses. We saw that 19 Capital Requirement...

Live from new york city, good morning, good morning. Equity futures positive on the s p 500 by. 5 . Coming into thursday, looking to reclaim alltime highs. It is a beat, it is a raise. Nvidia does what nvidia always does. Morgan stanley, overweight. No signs of slowing down. Another quarter of excellent growth. Wedbush, outperform. No signs of any pause in demand. Lisa we always talk about how much the share price has gone up in the last 12 months. Profit rose 628 in the last year. This is a com...

Composite up even more 1. 35 . Materials and financials leading the charge as you see right there. And this rally could keep going, thats the question, will it . As we close out this quarter. Were very close. Bob pisani on the nyse floor here to explain. Hi, bob. And the important thing is weve stopped having an influence from brexit and seem to be looking at people picking up bargains right now. Lets take a look at the markets midday. Weve got an end of the quarter rally going on 8to1 advancing...

Covenant Partners LLC raised its holdings in shares of Albemarle Co. (NYSE:ALB – Free Report) by 84.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,205 shares of the specialty chemicals company’s stock after buying an additional 1,011 shares during […]