Good morning. John and tom have ditched me. Manus cranny is with us, which is a good thing as we try to understand how we can get past a bond market that will not let anything else matter. I want to talk about earnings and geopolitics and everything else. Instead, we are talking about a 19 basis point swing in the 10 year. All of a sudden, crashing down. Manus to bill ackman and bill gross have that much sway in the bond market . The bottom line is, that huge amount of volatility, the one thing that surprised me was why did the equity market it more of a bid on the back of a swaggering move . Was it reappraisal a bond risk . Lisa probably just ptsd. Last month and a half as chest impacted the equity market from the bond market. Hi they to stocks, low bit is tosca manoj offensive strategy when the bond market is moving this quickly because the defense stocks tend to be more bond sensitive and debt ridden. The Equity Investor doesnt know where to turn. Frankly one day is one day in the e
Good Tuesday Morning jon fortt is back with us finally. Sarah eisen and joining us this morning, robert w. Baird, Collin Sebastian and ed lee good morning nasdaq is trying to bauns back from three days of loss this is morning. Were seeing pretty good action in the faang names that are leading the way. Prior to this morning, it was a mixed picture for the basket of tech stocks. A mixed picture for faang and for the month, netflix down 9 alphabet and amazon are under pressure weve been having this discussion the last few days as they were having some trouble getting out of the gate. It is difficult for people to point to anything substantial. There is nothing big changing here, right . This is usual. I think people come the realizations as to what the future might look like for some of the services and i think that sort of tweaks the market a little bit are the name an atm for when sent gets a little jittery . Well, i think thats likely the case especially given the Strong Performance fo
Were going to talk about the hot pockets and the not so hot areas around the country and what it means for real estate in 2015. Well also have an update for you on that missing airasia plane and then a closer look at how its possible we dont know what happened to two passenger jetliners now in less than a year. It is hard to believe, isnt it . More than 2 Million People forking over 5. 99 plus tax along with their credit card number to stream the Motion Picture the interview over the weekend n. This era of cyberhacking, does it show many people dont worry about that issue when it comes to their own personal information being stolen . We are looking at that thats an angle to look at coming to Sony Pictures and the interview here. And an hour to go here kicking off the final week of the year and 2014. If you can believe it we have a headline. The dow over 18,000. The close above that level last week and today comfortably above that level and now the dow is green. The s p up by about 3 an
First, you come in this morning, europe is down, china is down, yet after an initial kneejerk negative reaction caused by the spillover from the s p 500 futures, the market manages to right itself with the dow ultimately going from bear to bull, gaining 71 points. S p advancing 1. 8 . Nasdaq climbing 1. 16 . How . Because like the old days, the u. S. Is once again the center of the universe. Europe can tighten. It can slow down. It can do whatever it wants, but finally it isnt falling off a cliff. Which is what matters. The bulls definitely want europe strong. And they have the United Kingdom on their side where there may be some tightening needed because the economy is so strong. But what we care, what we really do care about is whether the head honcho at the European Central bank is still in total ben bernanke mode, and he is, because he is trying to make employment thrive. European banks are coming back. And chinas trade with europe seems to be on track. Mind you, a slowdown in chin
What were the old days like . Let me remind you. First, you come in this morning, europe is down, china is down, yet after an initial kneejerk negative reaction caused by the spillover from the s p 500 futures, the market manages to right itself with the dow ultimately going from bear to bull, gaining 71 points. S p advancing 1. 8 . Nasdaq climbing 1. 16 . How . Because like the old days, the u. S. Is once again the center of the universe. Europe can tighten. It can slow down. It can do whatever it wants, but finally it isnt falling off a cliff. Which is what matters. The bulls definitely want europe strong. And they have the United Kingdom on their side where there may be some tightening needed because the economy is so strong. But what we care, what we really do care about is whether the head honcho at the European Central bank is still in total ben bernanke mode, and he is, because he is trying to make employment thrive. European banks are coming back. And chinas trade with europe s