Your market is negative this morning. Tk, your headline of the we can come israel is or. Tom bond market close. We will cover this continued bond debacle but certainly front and center in the news, still happening according to our people in tel aviv, this is a dynamic story on a typical monday morning. Jonathan we have to work through 3 this morning. Where is this going next . The big one for many after seeing the shocking images, how on earth did this happen . Lisa it shook a sense of security, invincibility, intelligence. The ability to foresee what was going to happen within israel. At this point there are a lot of questions as well as how far this will percolate in a geopolitical sense. How this will really affect the israelisaudi arabia packed that was in the works of the past couple of weeks and months. Jonathan through equity market pulling back on the s p 500 by 0. 6 sent. Looking or exchange market, the dollar is stronger against the euro, and there is the move in the oil mark
Trim apple and sold off paramount at a loss. Speaking of paramount, the company is, or its special committee is opening up negotiations with sony and apollo. Theyre also talking with skydance as well about their bid for the overall company. From here at the Milken Institute global conference in los angeles, the next two hours, were going to be joined by marc rowan, David Solomon, and darren woods. So, nice lineup ahead, guys. Lets begin, david, with buffett and apple after that stocks friday rally. Berkshire says it did trim its stake by about 13 to just over 135 billion in q1. Didnt stop buffett from praising apple at the meeting over the weekend. Take a listen. At the end of the year, i would think it extremely likely that apple is the largest common Stock Holding we have now. When we look at cocacola and American Express and apple, we look at them as businesses. Now, theres differences in tax factors, managerial responsibilities, all sorts of things, but in terms of pulling your mon
Oil and gas rally. Producing as much as 8. 5 cubic meters a day welcome to bloomberg markets. This is always a tough day. You have a human tragedy event and then you trying to figure out how to manage that. It is a difficult to understand. . Now into the world of uncertainty, which is hard to price. You get the classic reaction that we get today. The u. S. Bond markets are closed. You buy the dollar. You buy oil. This is the classic play. You sell stocks, so i do not think that weve learned anything today that is particularly useful. What comes next would be determined ultimately by how the israelis react, what happens next, and whether or not this remains symmetrical. Today i do not think it really teaches us anything useful. What comes next is hard to determine. We have an ongoing war with russia and ukraine and a series of supply disruptions. All of that needs to be put into the equation. There is a kneejerk reaction. That kind of dynamic, how long those trends really play out is a
Thank you so much for joining us i hope you have a great rest of the weekend and ill see you next time. Barrons roundtable sponsored by global x etf. Welcome to barrons roundtable where we get behind the headlines and prepare you for the week ahead. I am jack otter. Inflation lived in this Federal Reserve stuck on hold. Andy capron tells us what higher for longer interestrate means for your money. Then we have the latest big money pull out of professional investors. Senior writer paul will dive into what theyre bearish on way Earnings Growth is lower than what you thought. American automakers have much better earnings season than the european counterparts. We begin with the expert panel and what they are to be thinking, ben levisohn, Megan Leonhardt and al route. Then, it was not a great week in the market then we got the goldilocks jobs number that pleased everybody. It was a really decent number at first glance, disappointed but it was the 175,000 jobs which is a pretty nice number u
Thank you so much for joining us i hope you have a great rest of the weekend and ill see you next time. Barrons roundtable sponsored by global x etf. Welcome to barrons roundtable where we get behind the headlines and prepare you for the week ahead. I am jack otter. Inflation lived in this Federal Reserve stuck on hold. Andy capron tells us what higher for longer interestrate means for your money. Then we have the latest big money pull out of professional investors. Senior writer paul will dive into what theyre bearish on way Earnings Growth is lower than what you thought. American automakers have much better earnings season than the european counterparts. We begin with the expert panel and what they are to be thinking, ben levisohn, Megan Leonhardt and al route. Then, it was not a great week in the market then we got the goldilocks jobs number that pleased everybody. It was a really decent number at first glance, disappointed but it was the 175,000 jobs which is a pretty nice number u