Foundation capital and a vc vet. Good morning to you both. Good morning. Timothy, ill start with you. Looking across your coverage universe right now, how are you factoring in china trade talks, and are there names that you like in light of the potential for a partial deal we generally favor Communication Service companies and Cable Companies that dont have a lot of exposure to china and pricing is holding up very well microsoft probably has the most exposure of anybody. We think well come to a resolution here but microsoft is walking through a mine field. Paul, 24 more u. S. Entities put on the black list including eight pretty highprofile tech unicorns in china, moving beyond the talks longer term, does this represent a further entrenchment of this tech cold war were seeing between the two countries . If so, what then i think it represents a further entrenchment of a temporary war between the two countries thats been carried out by the Current Administration i dont know that this act
Markets. Up and down. But right now if you look at what weve seen happen over the last month it has been impressive somebody this week was talking about 1938 in a different context. I cant remember what it was not political context in a fed or some type of economic context yeah. Yeah. So thats quite awhile may wasnt so great. May was terrible. That set you up for june all three major indices are having their best month since january of this year triple digit gains as we head into the g20 meeting this weekend with so many people watching what will happen between china and the United States look at what happened overnight in the asian markets you will see the nikkei was down by 0. 3 . Same thing with the hang seng. Shanghai was weaker. Down by 0. 6 then this morning in europe, where there is some active trading taking place right now, green arrows across the board at this moment. Biggest gainer is the dax, which is up by 0. 4 . Everybody is up by 0. 2 or more. Look at treasury yields thi
Good morning a warm welcome to Worldwide Exchange on cnbc. Im wilfred frost. Sara eisen is off today. A quick check in on the futures market they are pointing higher, albeit only slightly by 20 points or so for the dow. The nasdaq and the s p fractionally positive. This comes off a day when we had a trifecta of record closes. The gains were small the dow up 2 , the s p and nasdaq up 0. 1 fair to say markets pausing for breath a bit ahead of that fed decision much more on the markets in a moment first breaking news out of mexico the death toll continues to rise following the 7. 1 earthquake more than 200 people are dead, including 22 children who were killed when an Elementary School collapsed. Mexicos president says more than half of the Nations Capital is without power this comes less than two weeks after a magnitude 8. 1 quake hit the country killing 100 people well follow this story and bring you the latest when we get it the other big story this morning, Hurricane Maria is holding
Miller. Julie good morning, everyone, im julie grauert. Good weather expected today and tomorrow and you better enjoy it now because watching winter like weather over the weekend. Shiri next couple days going to be the warm ones and huge change and start feeling like winter again so we have got mostly cloudy skies across eastern and Central Massachusetts and temperature here back up to 50 in many spots including boston and hourbyhour forecast now for framingham maintains those mostly cloudy skies here for the morning hours, 53 . At 11 00 a. M. Then we got some sunshine, so brightens up here during the afternoon hours. Big cooldown coming, by the way, for the evening drive home from work and 40s back on tap before you know it and up and down of temperature and big temperature dropoff over the weekend and thats coming up. Julie grauert now with live drive time traffic. Take it away, julie. Julie looking better on route 1 as head from the peabody expressway slow going northbound and south
Miller. Julie good morning, everyone, im julie grauert. Good weather expected today and tomorrow and you better enjoy it now because watching winter like weather over the weekend. Shiri next couple days going to be the warm ones and huge change and start feeling like winter again so we have got mostly cloudy skies across eastern and Central Massachusetts and temperature here back up to 50 in many spots including boston and hourbyhour forecast now for framingham maintains those mostly cloudy skies here for the morning hours, 53 . At 11 00 a. M. Then we got some sunshine, so brightens up here during the afternoon hours. Big cooldown coming, by the way, for the evening drive home from work and 40s back on tap before you know it and up and down of temperature and big temperature dropoff over the weekend and thats coming up. Julie grauert now with live drive time traffic. Take it away, julie. Julie looking better on route 1 as head from the peabody expressway slow going northbound and south