Well be on and bridge you all of the bring you all of the big headlines. First the november to remember dow surging towards best month since january 1987 s p and nasdaq handing in best work since april energy up more than 25 percent financials up more than 17 percent. Small caps, best month ever. Bulls werent hiding, check this out, each of the past four monday he got big vaccine news before the market open and look at diminishing returns, the market fell despite moderna requesting emergency use of its vaccine. So weve been talking talking black or white or red and green in terms of diminishing returns. I took that economic class my freshman year and learned all about diminishing returns which is why i often invoke it here, i think so, absolutely tell you something, the vix is telling another story. I thought a day like today, monthend i thought the vix would close closer to 25 but here it is closing lower on the day, maybe its a function of that specific security, but ill tell you giv
Another day of dragged on stimulus talks, john. Intel not a small factor in the trade. When i think of volatile tech stocks, i tend not to think about intel. Look that two year chart ups and downs. Its like an obstacle course, a tough mudder or something. Last quarter, it was about the supply side and intels manufacturing. This quarter the surprise was more around demand and the extent to which enterprise and government just isnt buying in the data center. Cloud picking up the slack that has an impact on margins. Of course, we have the pc stuff going on which is largely a tail wind they havent for a long time but theyre not buying them in the enterprise as we would expect people are not in the workplace. People are adjusting the way they work. That does have an impact on intel. A lot of balls in the air here this volatility predated, bob swan particularly on that manufacturing side but now hes got all of these other things to deal with as well investors looking for clarity around what
Trading there. We do see the asian tech. The more leading indicators that things are looking a bit more bouncy. All of about 1 here this morning. We are watching the dollar strength. Have we reached the peak in the dollar. Things are looking a little bit overbought right now. Dollaryen still seeing some strength. We did see that weaker fix in the pboc. We are watching the bond market as well. Pushing back a rate call. You have jp morgan saying it is time to save the bond rally. Those debts seems to be going back a little bit now. Iron ore seeing a decent bomb. Today. Haslinda President Trumps ban tiktok has been blocked by a federal judge. Dealing a blow to the government in its showdown with a popular chinese owned app. They say threatens National Security. We have been following developments. Take us through the very latest. Ruling from the District Court judges in the east coast. Gave that decision blocking the proposed banned by the Trump Administration. Tiktok had requested prelim
Keeping on stonily Huge Population and rising Living Standards a high level of peace for law and order a vast capability to address Health Energy Environmental Issues officially who knows says louise we have all that will lead to jacqueline says unemployment over covered as a killer really says a good interview allowing comments and opinions to be expressed and yvonne writing from the comfort of a kenyan house appreciates the global issues tackled in the show john farben says they speak about america dont deserve to be leaders of the free world they gave up that right years ago in english says americas imploding trump was the beginning of the end for them and patricia says not just america the whole world will never be the same again this is just the beginning. They have a strong takes exactly the opposite point if she sticks up for the American Press that dont belong say the 1st street trump has made every politician look like a comp. It is he created 3000000 jobs in june in the middl
John farben says they speak about america dont deserve to be leaders of the free world they gave up that right years ago in english says americas imploding trump was the beginning of the end for them and patricia says not just america the whole world will never be the same again this is just the beginning side they have a strong takes exactly the opposite point if she sticks up for the American Press that dont belong say the 1st street from persuade every politician looks like incompetent idiots he created 3000000 jobs in june in the middle of the pandemic well thanks hello its always good to get a country point of view there but it does mean a doctor part it can kind of exit a medical school i think were 20 Years Experience in Infectious Disease control he worked as a consultant in communicable Disease Control for local authorities and Public Health England Agency which is now being blamed by u. K. Government ministers for the failure of the test in chief he is in conversation with al