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CNBC Squawk Box July 12, 2024 - Vimarsana News

CNBC Squawk Box July 12, 2024

Strong gains and this morning you will see that there are green arrows once again, the dow indicated up by about 88, s p by about 9 1 2 and the nasdaq indicated up by 48 points if you watched what happened in the treasury markets, we did get a lot of fed speak and it sounds like there is a little bit of confusion. You can see the ten year note has ticked up a little bit, 0. 769 is the latest yield andrew and lets take a quick look at the dow transports, gaining another 2. 5 yesterday, also hitting a record high, the two as to beings to watch this morning, eli lilly and he regeneron both big wi...

CNBC Fast Money Halftime Report July 12, 2024 - Vimarsana News

CNBC Fast Money Halftime Report July 12, 2024

Ed, welcome back. Thank you very much youve been bullish for a while and now youre acting on it why was now the time i had concerns that the market would have some concerns about the pandemic, that we did obviously see somes increase in the outbreaks down in the sunbelt, but the market the tenyear has been below 1 you know, there is no alternative, probably never been more relevant than it has been since the fed adopted what i call qeforever on march 23rd. You have what you call a meltup in the market, but you say as you have more of this melt up, you increase the risk of a meltdown. How does ...

BLOOMBERG Bloomberg Markets Americas July 12, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets Americas July 12, 2024

Implications for Monetary Policy but the implications for fiscal policy. Moree longer we wait, the institutional damage. Michael collins joining us. I think that was the first question everyone asked when this job support dropped, what do these numbers mean for the talks in d. C. . Michael i dont think these numbers have any impact. They are backward looking to a large extent. The survey period ended weeks ago. The is important is trajectory of job growth over the next couple quarters. Personally, it will be really sluggish. We have had a big rebound, a and part of that rebound is over, and it...

CNBC Fast Money Halftime Report July 12, 2024 - Vimarsana News

CNBC Fast Money Halftime Report July 12, 2024

Information from dan is taking these new positions in the Second Quarter according to his quarterly letter in disney, amazon, alibaba. Well focus on disney first and foremost josh, i just got off phone with dan who told me the following about why they initiated this position he said theres no close second to disney when it comes to an entertainment company. He says they have slate of tent poll releases. We know the titles they have he said some of the commentary,s the narrative of how disney plus is being thought of in the context with netflix its not a winner take all environment. They have t...

FBC Varney Company July 12, 2024 - Vimarsana News

FBC Varney Company July 12, 2024

The europeans today. Their central bank will pump trillions into the euro zone economy. Thats called stimulus. Investors like it. So the dow is going to be down maybe 100. S p, 17. The nasdaq, about 26. Thats not a big pullback after yesterdays big gain and this weeks very big gains. Opening up the economy, thats a big deal for investors. This week, many theme parks and vegas casinos will open up again, albeit with limited capacity rules in place. And gms Ceo Mary Barra says auto plants will be back to previrus levels by the end of this month. Opening up, very important. Heres what you are wak...