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Transcripts For CNBC Squawk 20240703

I was looking at friday and the tenyear yield on friday was 4. 795 . That is a significant drop. You can see the extended drop here as things opened up. It was the same story across the board with the 30year yield. It closed 4. 895 . Below 5 . You look at where the board is today and go back to what we had up with the tenyear yield and 30year at 4. 85 . The twoyear yield at 4. 99 . The biggest move in crude oil yesterday. Wti at 86. 17. Lets update you on the war in israel. Israel saying the border with gaza is now secure. The spokesperson saying no hamas territories crossed into israel since sunday night. The Health Ministry said 687 people in gaza and the west bank have been killed. That does not include 1,500 bodies of hamas militants which have been p found in israel. Hamas threatened to execute hostages if they were bombed without warning. In the meantime, President Biden confirming yesterday that 11 americans were among those dead. No americans are confirmed to be hostages. U. S.

Transcripts For CNBC Closing 20240703

Green for much of the section and that is still the case. The russell 2000 is the big outperformer. The index now up for the past five straight days. And as for tech the nasdaq 100 on an intraday basis, alphabet hitting a new high. Take a look at the picture in yields. Just about everywhere you look on the curve today they are falling. Takes us to our talk of the tape. How much room for stocks to make a run into year end . Lauren goodwin of u. S. Life investments at post 9. Thats what some people are talking about. Were setting up for a run into the end of the year. Do you buy it or no . I think well see upside in equity. The challenge for investors when youre in this late cycle environment, its difficult to get meaningful sector or even style performance for more than a couple of days at a time. Well see what weve been seeing a range bound volatile market. We have not reached a recession or a bear mark yet. What if rates continue to move lower . Thats what this is largely about, right

Transcripts For CNBC Power 20240703

Fighting continuing in israel today. President biden expected to speak shortly to pledge his support for israel. With the chaos in congress, what can the u. S. Actually do . What can they aprop pre yat . Nothing right now. And we are continuing to monitor the market reactions. Stocks continuing the Late Afternoon rally. Bond yields are falling. The dow was up half a percent, three quarters of a percent for the nasdaq and the s p up. A couple of individual names are in the hotels and travel and leisure broadly. Look at these increases. Hyatt up about 7 . Added to the s p mid cap it gives a boost because it goes into the index funds that managers have to buy. Truist also higher. The Company Reportedly in talks to sell the Insurance Business for 10 billion to stone point. This domscomes ahead of earning season. The human toll in the middle east continues to rise as the conflict enters its fourth day. President biden is expected to speak any moment now. So what kind of about what kind of r

Transcripts For CNBC Fast 20240703

The desk. Adp was weak. Yields came down a bit. How do you see things here . J. O. L. T. S. Strong, adp weak, the ten year at 4. 88. A reprieve at 4. 70. Its rates, rates, rates. If rates come down youll see names like tesla go up, some utilities will go up, youll see the stocks that have been the most beaten down move higher. I think, though, we have to settle in that although were not going to get this parabolic move weve seen continue to go higher that now, though, the ten year ceiling was 4. 25. That is now the floor. Now i think were going to bump along and that will be challenging longer term for the market. But right now it looks like a good old bounce. Lots of folks, joe, watching the yield curve including jeffrey gundlach. Should put everyone on recession watch, not just a recession warning not just recession watch. If the Unemployment Rate ticks up it will be an alert. Do you want to opine on that as we are transfixed by the bond market . The exact place within the market. In

Transcripts For BLOOMBERG Bloomberg 20240703

Shery you are watching daybreak asia live from new york, sydney, and hong kong. Haidi we are counting down to asias mamarket opens. Annabelle australia online. The market rocketing as fresh data has traders dialing back bets on another fed hike this year with treasuries rallying on the dollar steady. Il is falling the most in more than a year with signs of demand is structuring overshadowing opecplus efforts. Plus, the Biggest Health care strike in u. S. History. More than 75,000 workers walking out as ford announces hundreds more layoffs. On the inflation front, a good look at south korean cpr, a significant read. 3. 7 we are seeing when it comes to consmer prices advancing from a year earlier. T is really a significant pickup from 3. 4 in august. Economists we surveyed expected the right to get in at 3. 5 . 3. 7 was only forecasted by one econos we spoke to. This does potentially enforce the case for the bank of korea to eep policy settings higher tighter for longer. The bank of kore

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