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Booed Jerry Seinfeld the answer is yes they will want to contrast trump rallies 80 100000 people at the jersey shore beau biden addresses superrich donors on the west coast, the media missed the historic significance of a mass rally in a blue state, trump says hes going to win new jersey which hasnt voted for republican candidate in a president ial reaction in dec decades. Lets get to the markets, we are seeing a little green for st stocks, the dow up 80, the nasdaq up 64, good start to the week Interest Rates are holding steady, the ten year treasury yield right around 4. 5 , but below that f...

We saw weaker thereasury yields last week. The 10year treasury at 4. 7 . The 2year treasury at 5. 07. Meantime, israel and hamas denying reports of a ceasefire to allow Foreign National palestinians to cross the border to egypt from gaza. Today, the temporary border was an supposed to allow temporary aid to enter. It is unclear if the border will open. Last night, President Biden spoke on 60 minutes and warned of the mistake they would make of occupying gaza. We are going to do everything within our power to find those who are still alive and set them free. Everything in our power. Im not goin...

Expectations rose to the highest level since may. Larry fink of black rock on the network an hour or so ago. Inflation higher for longer, long rates will be above 5 . That does not sound like goldilocks to me. What a difference a week makes, dont you think . I dont know, maybe a day. I was calling you jimmy goldilocks yesterday. Maybe not today. There were cracks with that cpi report. Needed it to come in softer than expected. It didnt. Here is what were looking at. Inflation is indeed stickier than expected. I dont think thats fatal for the markets. I think were talking about inflation with a...

Inflation numbers are up. Sharper than expected. You are looking at yields at tenyear at 2. 6 . We have news breaking overnight. Uk watchdog giving the green light to the microsoft 69 billion takeover bid of activisionblizzard. It removes the hurdle for the deal to close. The regulators said this deal would stop microsoft from locking up competition in cloud gaming and preserve customers. In a post on x, brad smith said we are grateful for the review and decision today. We crossed the final regulatory hurdle to close the deal to benefit players in the gaming industry worldwide. This has been o...

Lunch, everybody. Coming up, a tumultuous week for the world and for the markets, looking like it is going to end with stocks sliding throughout the day. Down more than 1 for the n nasdaq. The dow relatively holding better. All issues, weve got it all covered for you, all the issues investors like you need to know about. That includes bank earnings. Banks mostly strong. Netflix on deck for next week. Well talk to an analyst thats downgraded that stock ahead of results. Slippery patch of late. Lets check on the markets. Speaking of slippery watches the dow gaining on to a 29point gain. The s p ...