Still attractive but not breaking out. We are going to test 1 . A lot of things have to go incredibly wrong to get down to 1 . 1. 2 on the 10 year, we have to be looking at a global recession. I dont see a resolution on the trade front. I think that continues to weigh on the u. S. Economy. Not a resolution but some progress. The fed will have to come back and ease again. The fed is going nowhere. There has been a tremendous shift easier across the central Bank Landscape in 2019. How can that happen in 2020 . It probably couldnt. Lisa everyone ganging up on bob michele. We have more perspective. Joining me around the table is Marilyn Watson of blackrock, Matt Hornbach of Morgan Stanley and Subadra Rajappa of societe generale. I want to start with you, marilyn. Do you think that now that we have some contours of a trade deal, that we will seek 10 year treasury yields bleed higher into next year . Marilyn we have to see with the details are on the phase one trade deal, how much they will
Sconces willt of break records in sales. Sonali basak, natalie wong and lisa lee. Lets begin with sonali. There is a question of who will finance this company and as softbank takes control. Goldman sachs trying to get a loan deal done but there is something unique. Please explain. Sonali softbank said we work as the coborrower here. Softbank and we work had become intertwined since they got into this deal. Softbank has been emerging as somebody that banks want to work with, despite the troubles that have happened, they are seeing portfolio companies, something they have a big Portfolio Company. Something to look out for next year is doordash. Also a Portfolio Company in the vision fund, working with j. P. Morgan for a Credit Facility here. Lisa softbank is listed as the main borrower. They are putting their own money and name on the block here. How much of a liability is this for softbank in a broad sense . Case ofk in isolated this coming into their purview . Are they going to bring o
They turned him into a no deal bragexit. Political pinata and i think the consensus was that the former ofis the busiest week Vice President delivered a earnings season with some better performance that in miami. Powerhouse companies reporting. Better than expected cash flow which we have not seen or a 20 plus candidates running for long time. Debatent, and the next in the second half of the year exit should pick up. We are seeing a little in houston the Threshold Performance art. Mexicos president speaks increases and it will be more difficult for these candidates to qualify, and thats what i exclusively to bloomberg. He is not about to intervene have my eye on. With Interest Rates. Not justst we are polls factor into whether or not you qualify for the threshold going to see growth but also to develop. Some of europes largest and it matters in terms of funding as well. Banks say it is high time or chevron and exxon reporting rates to come up. Betterthanexpected earnings not just for t
Shortly. We start with amazon. It is sinking, as we showed, after a big earnings miss. Until tonight the stock has been on a tear, 28 in the last year, and 170 in the past two years. Could amazons run be now over, dan, what do you think . If youve been long it, its up 70 some percent from the lows in february. You have fantastic gains here. The guidance they gave was a little bit below expectations. Theyll probably beat that guidance. The stock trading at 780 or so. I think it probably has a floor here, in the near term, 750. I dont think the stock gets derailed. Theyve got a lot of good things going. I know the concern was aws sales decelerated. But the margins were better. So weve got to see what happens, how those margins, the retail margins pick up a little bit in the q4. I dont think people will sell the stock below 750. This is the holiday quarter, holiday sales, the allimportant quarter. Im going to be shopping on amazon for the holidays. Is that where you got your shirt . B. K.