Reform plan will further spur growth forecast for the e commerce giant and shares of ge on the move jp morgan report seize a dividend cut as increasingly likely the Company Tells us it remains a top priority historic run in the markets includes the 47th record close of the year. Weve got black rocks larry fink talking about risks in the market earlier this morning on squawk. Lets be clear, the United States deserves a premium. Our companies are stronger they are better managed over across Many Industries so i actually believe the u. S. Deserves a premium to the other markets. Not just that, jim, says he wouldnt expect to see any major reversal in equities until sometime next year. I love the guy, what can i say . Every time i talk to him and see him, he has a sense of whats going on there are moments when hes pessimistic and not like hes permable, i like what he had to say and liked his quarter. I wrote a piece this morning for real money saying its events that i cant see and north kor
I know a lot of confusion. What is going to be and even if we get it through, what happens in the senate, if it does not like what we were talking about . Somentense time and confusion over the details. Time when different it was shelved in march. As we watched the developments, a check on how markets are trading with julie hyman. Julie we are not seeing much reaction to the Health Care Bill. Stocks mostly on earnings and energy. In the 2 the 2 big themes. That has been the case most of the day. I want to talk about health care. Health care is up a little bit, it has been up since election about 11 which is about the same the s p 500 has risen. We have a chart on bloomberg of valuation, the Health Care Index versus the s p 500, the price to earnings ratio in white and the s p 500 in blue. For much of the last several years, health care has been more expensive. That it changed and the spread on the bottom. That changed in late 2016 after the election and we see health care trade at a di
I know a lot of confusion. What is going to be and even if we get it through, what happens in the senate, if it does not like what we were talking about . Somentense time and confusion over the details. Time when different it was shelved in march. As we watched the developments, a check on how markets are trading with julie hyman. Julie we are not seeing much reaction to the Health Care Bill. Stocks mostly on earnings and energy. In the 2 the 2 big themes. That has been the case most of the day. I want to talk about health care. Health care is up a little bit, it has been up since election about 11 which is about the same the s p 500 has risen. We have a chart on bloomberg of valuation, the Health Care Index versus the s p 500, the price to earnings ratio in white and the s p 500 in blue. For much of the last several years, health care has been more expensive. That it changed and the spread on the bottom. That changed in late 2016 after the election and we see health care trade at a di
I know a lot of confusion. What is going to be and even if we get it through, what happens in the senate, if it does not like what we were talking about . Somentense time and confusion over the details. Time when different it was shelved in march. As we watched the developments, a check on how markets are trading with julie hyman. Julie we are not seeing much reaction to the Health Care Bill. Stocks mostly on earnings and energy. In the 2 the 2 big themes. That has been the case most of the day. I want to talk about health care. Health care is up a little bit, it has been up since election about 11 which is about the same the s p 500 has risen. We have a chart on bloomberg of valuation, the Health Care Index versus the s p 500, the price to earnings ratio in white and the s p 500 in blue. For much of the last several years, health care has been more expensive. That it changed and the spread on the bottom. That changed in late 2016 after the election and we see health care trade at a di
Gains. We have Big Technology shares, higher. Nasdaq is up one half of 1 at the moment. S p 500 gaining half of that, thousand like her of the day up 2 10 1 10 of 1 . Materials, various agricultural stock has led gains here. Thats notably ahead of what is be a canadian rates increase coming up later this week. Many of the fertilizer stocks are well out of that following that. O watching bond markets there is a lot of discussion about what is going to happen now. Increase inseen an yields over the last couple weeks. There is debate about whether that will continue or not, julia, with a lot of split opinions. Jennifer im sure they will julia im sure they will continue to be split. Lets move on to our top story today in washington. Congress is returning from the july 4 recess tax reform and other key agenda items before another recess in august. Joining us now from capitol hill is sahil kapur. Weeks forritical few this august recess. Only to deal with what is going cant tackle critical ta