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CNBC Fast Money July 14, 2024 - Vimarsana News

CNBC Fast Money July 14, 2024

Launch is the next leg of the rally all about the fed . I think it has been all about the fed. Tariffs were maybe 20 of the story. I think for me its about the fed. The fed is in the back pocket of the market the tariff story can only get better from here yes its about the fed higher markets from here Going Forward. Why can the tariff story only get better from here we factored in the negativity on the tariff headlines. Weve already seen those at worst, right or you dont agree. I do tell you what i think youre right in terms of headlines, mark. Its digested months and months and years of headl...

CNBC Squawk Alley July 14, 2024 - Vimarsana News

CNBC Squawk Alley July 14, 2024

Carl jon, that was one of your better dad jokes morning, guys. Good to see you both weve talked so far this morning about production in manufacturing, talked about infrastructure this hour, obviously, youve got to ask the question whether or not we will one day be talking about vietnam as a true high tech hub its true that apple has components made here sharpe, intel, lenovo has component make heerg fing here a while. Was its that final assembly that is so hard to do and requires so much education that vocational schools like this one are in huge demand here. The government has vowed to train ...

FBC Countdown To The Closing Bell With Liz Claman July 14, 2024 - Vimarsana News

FBC Countdown To The Closing Bell With Liz Claman July 14, 2024

The president has completed meetings already with russias vladimir putin, the japanese Prime Minister, and indias modi but it is the oneonone with chinas xi jinping that has the potential to be the most marketmoving event. So it will be very critical for wall street, the u. S. Economy and the rest of the world. Bank of America Merrill lynch analyst says if a deal is struck, the s p could sail over the 3100 mark but if President Trump doesnt like the tone of talks and perhaps slaps new tariffs on more chinese goods and materials, the broader index could drop 5 . That would equal roughly 150 poi...

CNBC Fast Money Halftime Report July 14, 2024 - Vimarsana News

CNBC Fast Money Halftime Report July 14, 2024

The Halftime Report starts right now. It is great to be with you on this thursday our Investment Committee today, joe terranova, steve weiss, jon najarian so the question here is what do you do with netflix. Is it a preview of what is to come in the coming year when netflix faces more competition doc . Well, it is interesting, mel, that their Pricing Power we all at least many of us, i was one of them, thought that he had that Pricing Power, that disney offering even though it is not, of course, fully rolled out at all, that disney offering is i think perhaps causing some folks that, and the l...

CNBC Squawk On The Street July 14, 2024 - Vimarsana News

CNBC Squawk On The Street July 14, 2024

10year yield is below production broad base slow down in demand chewy debuts at the nyc and biden verses amazon. A lot for investors to digest today. Retail sales is the latest thing. I these are the people who ae focused on the feds. There is to reason to cut now because retail is not that bad may was okay not great, not bad what matters is this book. And it is significant because hock t hock tan missed by 2 billion revenues thats the president a billion of just the overall slow down. Now we are starting to get it. Now we are starting to see why the fed has to be worried. 22 billion in sales ...