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CNBC Squawk Alley July 14, 2024 - Vimarsana News

CNBC Squawk Alley July 14, 2024

In terms of gains. Can tech keep up its recent hot streak joining us now to discuss is jeffries Senior Analyst brent thil and tom forte gentlemen, good morning to you both tom, ill start with you the fact that were seeing names like apple, the semis rally on this u. S. china trade truce over the weekend and what it means for some of these companies to be selling into china, how should investors be thinking about that sure, i would say the truce is nice, but we would like to see is an actual resolution. So one point in time, resolution looked like china agreeing to buy billions of dollars of Ag...

BLOOMBERG Bloomberg Markets Americas July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets Americas July 14, 2024

Tomorrow for the president of china and United States. We have factors coming together into the market to give us a flatish session. Monday will be fascinating, which asset class will you be looking at to get the results . Nasdaq fell a little softer, absolutely flat. Apple has a couple of stories worth noting, they are moving production to china. That story coming out within the last halfhour. The biggest story surrounding apple is the departure of the design guru that drove many of the key products. He is leaving the business, but nevertheless, that will be priced into apple today. We are he...

BLOOMBERG Bloomberg Markets European Close July 14, 2024 - Vimarsana News

BLOOMBERG Bloomberg Markets European Close July 14, 2024

Few years, is leaving the business. Apple is trading down by. 8 . I want to take you to the gmm function to see what the big movers have been. Down under, australia and new zealand are doing well. Equity outperformance has been a feature, strong markets in the bond market. But equities have underperformed, and that is worth paying attention to. We will see some rebalancing coming in. To give you an idea of the risk narrative, we have this weird market were equities and bonds have gone up, and the yen has gone up. The british pound, not so much, down by 2. 36 . The front end of the u. S. Curve,...

CNBC Closing Bell July 14, 2024 - Vimarsana News

CNBC Closing Bell July 14, 2024

Chip stocks soaring as President Trump eases the ban on huaweis purchase of u. S. Products. Weak manufacturing and Construction Data keeping the gains in check today joining us for the hour to break down the Market Action is lindsey bell from cfra good to see you again. Good to be here. Feels like a market that had a lot of good news baked into it already. Yes it did. I was surprised we held on to the gains for as long as we did. I thought we would get a sell the news type of thing sooner. I think the weak Economic Data not only here in the u. S. , but also in europe and china, really gave the...

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

CNBC Squawk On The Street July 14, 2024

At the Capital Exchange event this morning making a ton of news. Closing the deal. Ibms 34 billion acquisition of red hat has closed both ceos will be with us in just a moment. As we said, pepsi beats the street, strong snack and beverage sales backs the 2019 forecast Hugh Johnston will join us straight ahead. Futures lower ahead of tomorrows capitol hill testimony by fed chair powell. Moments ago at the Capital Exchange event in washington, larry kudlow offered his views on the fed to our kelly evans. Take a listen. Price signals suggest as they have all year going back to last autumn that la...