Welcome to barronsroundtabld lines member. For the week ahead and object other coming from fresh Economic Data markets and missing from georgia makeup from the fed investment strategist greg peters shares his expectations on the means for you as growth and then general was mask co2 governor in 2018 breaking of the business seems to be the key to the companys newfound success later think of any obesity drug market as their beauty of first we begin with our expert panel and three things investors ought to be thinking of, right now barrons roundtable invented meghan leonard, thats a bedroom of the most of the biggest kind of boring the stock market but then, the client think of the s p weaved up right now second is personal why, since 2021 spec and the s p 500s upper 60s for the last 18 weeks since 1971 when buddy delegate and it was an interesting way because god this inflation number from the pc report that was hot but it was not cool either in the market seem to brush that off gdp numb
Three hours. The Senate Committee on Health Education labor will come to order. Today is a busy day, as we all know. Republicans, democrats will be meeting in their caucuses so people will be coming in and out. I also think that this hearing is important enough that we extend the time for questioning from the usual five minutes to seven minutes, if thats ok with folks. Let me begin by welcoming the ceos of Bristol Myers squibb, chris berner, we thank you for being here. Ceo merck robert davis, we thank you for being here. And the ceo of Johnson Johnson Joaquin Duato for being with us this morning. Thanks very much. There is a lot of discussion in our nation about how divided our people are on many issues. And that is absolutely true, but on one of the most important issues facing our country, the American People whether democrats, republicans come in the pesco conservatives, progresses could not be more united. Issues. And that is absolutely true, but on one of the most important issue
Committee. This first portion is just under three hours. [inaudible conversations] the Senate Committee on health, education, labor and pensions will come to order. Today is a busy day. As we all know very important both will be taking place, republicans of knickers will be meeting in their caucuses so people are going to be coming in and out. I also think that this hearing is important enough that we extend the time for questioning from the usual five minutes to seven minutes, if thats okay with folks. Let me begin by welcoming the ceos of Bristol Myers squibb, chris berner, we thank you for being here. Ceo merck robert davis, we thank you for being here. And the Seahawks Johnson johnson Joaquin Duato for being with us this morning. Thanks very much. There is a lot of discussion in our nation about how divided our people are on many issues. And that is absolutely true, but on one of the most important issues facing our country, the American People whether democrats, republicans come i
Tom and john are both on a cruise together. I am joined by manus cranny and damien suss our. Manus you will get a lot of guys side notes. Where do you want to go for defense . Lets go long with amazon. I think the street has 65 vibrating and one hold rating. Lisa i was looking at some of the flows and there was the biggest inflow into tech stocks for the past week in the past eight weeks. It feels like i the dip underpinning everything. Maybe this excuse to sell everything yes its geopolitical. Manus when we came in here on monday morning we ratcheted by 15 basis points. Look at the shorts on treasuries and they are building again with open interest bond treasuries. They are rebuilding short positions. Damien rate differentials are the name of the game. We have a lot of Central Banks meetings coming up, we have malaysia, norway. In emerging markets theyve been in front of the fed on cutting rates. Lisa they have been ahead of the developed world banks. We will get the pce figure. How m
I think it will be a pretty polished sort of thoughtful speech as opposed to just offthecuff. There is a lot of anxiety. You may have detected it already about the kind of tone that the president is going to strike. What kind of tone would you like to hear from him . I think hes basically economically focused. With theconsistent World Economic forum. He has spent a lot of time in that area whether its on tax reform which was successfully and whether its getting rid of regulations and other things to boost economic growth. I dont know what is in this speech. I would assume there will be a bunch of time spent on those and the goodness that can happen when you get an economy growing at a much faster rate than we did for the previous eight years. Erik blackstone is a global investor. You travel the globe almost incessantly. Is there a risk to the president and the United States if he were to beat the America First drum too loudly . I think it has been pretty loud. I dont know that you coul