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Transcripts For CNBC Mad 20240703

Downright unnerving. Were now looking at the other side of what the feds been doing to stamp out inflation, and its a big reason why the dow lost 199 points. The s p shed and the nasdaq 1. 06 . Were going have to learn with not a collapse in commerce, but definitely a slowdown. Along with the decline in profitability that always comes at this particular point in the business cycle. Each day we see more of these cracks. Extremely disappointing numbers from southwest airlines, luv. But there was no love. The airlines margins are being pressured by higher gasoline prices. Its not 250 to 260. Its budget is 270 to 280 ewhich is a huge difference. Southwests revenue per available seat mile, is down rather dramatically. Were looking at a 5 to 7 decline when the company said it would be down just 3 to 7 . That is jarring. It looks like business is finally getting hurt by the sudden rise in oil. Its up in a straight line. And you cant ignore the fact that southwest revenue per available seat mi

Transcripts For CNBC Squawk 20240702

Big tech earnings. First, stocks struggling to stay above the flat line the s p 500 up 0. 2 . Weighed down by banks and other older economy areas. The nasdaq outperforming up 0. 9 right now. Relief rally in amazon after some relatively reassuring results from the company last night. Tech also finally getting a bid after its been down more than 2 for the nasdaq this week its a painful week if youre in tech, even though fundamentally the big tech earnings havent been bad. It was a little reveal of how crowded the stocks had gotten and, perhaps, how much faith had been placed in them that they were going to be able to blow away numbers meta getting a little bit of a bid today, too its a little bit of a rethink of the immediate selloff in stocks like alphabet and meta that didnt necessarily seem to match up with the numbers. Checking on rates the tenyear note yield a little higher but still below 4. 9 and below the 5 level we reached on monday its been a busy week for Economic Data that gd

Transcripts For BLOOMBERG Bloomberg 20240702

Selloff today after disappointing earnings news from facebook owner meta. Please fact amazon after the belt and i think the street is prepared for some disappointing news as well. Nasdaq 100 down 2. 2 . That is just a concentrated version of the ccmp. Abigail doolittle has a look at the earnings that have driven these losses today and the effect on volatility. Abigail pretty brutal stretch. The declines you were talking about, we have the major indexes down for the second day in a row. I dont think the s p 500 is oversold yet. There could be more selling ahead. This is since j. P. Morgan kicked off earnings season, down 5 . The worst stretch of the year. The bears are in control. Looks like we will have a thirddown month in a row for the s p 500. Relative to the earnings that are pressuring this week has every thing to do with big tech. Yesterday was alphabet and today is meta and alphabet and amazon. Meta down about 5 , the worst day going back to december of last year. The quarter wa

Transcripts For CNBC Squawk 20240703

Yields have picked up. Tenyear yield above 5 . That is a significant level. We touched briefly above that for a nanosecond last week. Since then, you have to go back to 2007 when you have seen yields at these levels. 5. 012 for the tenyear yield. By the way, check out energy prices. You will see wti which is off 33 cents. 87. 76. We have merger monday as joe mentioned. Look at what is happening here. Chevron buying hess in the deal of 53 billion. 171 a share. That is a low premium over the Closing Price for hess on friday. Hess shares are up 2. 25 . Chevron down 2. 9 . This deal comes just weeks after exxonmobil made its move to buy pioneer natural resources. Both stocks on the move. Hess ceo john hess will join chevrons board. I just got off the phone with mike wirth. Very low primemium on this. This goes back long before the rumors came out about exxonmobil and pioneer. That deal went through last week. A lot of people thought after the deal, that chevron would look for Something Els

Transcripts For DW DW 20240703

Can the you uphold its environmental and social values without choking off business and trade. My guests bet long us as it can insured. Hes chairman of the International Trade committee for the parliament. And we spoke just before the parliament voted for a new law that requires Larger Companies to scrutinize their supply chains for human rights or environmental violations. Or begin the interview by asking long ago about his own home government, germany, and how it withheld its. Busy for the measure now, part of the government in berlin says that the new law is unfriendly for business. A really disappointing. Com because we havent drum and the Due Diligence legislation on to, i guess was a european legs. Nation is german legs, nation but improved on the far from me. It makes no sense to abscess, obsession as a counselor. But its linked to the situation. The Coalition Government in germany. So the smallest a potty also coalition is always some elements where they thought they can make a

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