The Halftime Report starts right now. It is great to be with you on this thursday our Investment Committee today, joe terranova, steve weiss, jon najarian so the question here is what do you do with netflix. Is it a preview of what is to come in the coming year when netflix faces more competition doc . Well, it is interesting, mel, that their Pricing Power we all at least many of us, i was one of them, thought that he had that Pricing Power, that disney offering even though it is not, of course, fully rolled out at all, that disney offering is i think perhaps causing some folks that, and the lack of programming which they cited on the call last night. They didnt say lack of programming. They didnt say it that way. A weak slate of programming. A weak slate, thats very thats the best possible way to say it but, you know, now theyre getting back Stranger Things and a bump of the popular as well as, of course, the crown, the second versions of that are coming on to netflix those are all dr
The Halftime Report with scott wapner begins right now. Welcome, good to have you with you on a monday joe terranova, we have the chief Investment Officer and adam parker, ceo, and we begin be the markets. The stocks under pressure this hour follow through perhaps from worries that the strong jobs report may keep the fed from keeping Interest Rates as much as some hoped. Throw in some bignamed downgrades and big picture, joe, okay, we said Morgan Stanley, okay, they have been negative no big shock right . Mike wilson sat on this desk and you have got his view. Now they say theyre putting their money where they their mouth is lowest level in five years big reason lower returns. Al plain and simple. Right call or not . I disagree with the call. Disagree with the call because im not certain first of all, Morgan Stanley as a Wealth Management company, im surprised theyre not giving you where are you going with this capital. I dont want to put it in cash, im not emerging market bonds and In
Last we checked. Markets are coming online at lake jakarta in the last hour. Taiwan, down one and a half percent. 19,000 on the hang seng index. It jakarta coming online as well and there is a lot to get through, everything from china, weakness across asia fx, 30 year bond option looking ahead to. The inflation print of the United States. What are you watching . Yvonne you talked about u. S. Inflation. It is interesting to see yields are lower on the back of yield options. Many were thinking this would be a selling week. It goes to show there is demand and it is looking solid overall. What fixed downgrade . It seems investors are overlooking that so even if we see in inflation overshooting if it is marginal maybe it wont change anything in terms of the bond rally. China is another discussion. Inflation, what does it mean for the world economy. Theyre going to be front and center to really engage where the consumer is. Rishaad growth in commerce revenue and we had four consecutive decli
To destroy the grain. And it is said to us, well, literally, the russian audience as a fact well, that is, it is considered that it is normal for them and actually this is new the second is new previously, there are always meetings around the arrival , there were curtseys, now they seem to have also been, you know, the same thing was said there about the menu of the meeting, who ate what, about the fact that they met, they talked a lot. There, literally, uh, with one teteatete, all this was , but the main topic of how they talked behind the rodagan was, in principle, not even what they were talking about. Therefore what is the central conclusion of all this, the russian propagandists did not understand why he was coming because he went without any deputies. Well, nothing was signed , nothing was agreed on, not a single word about the grain agreement. After the speech, dogan himself said that most likely in realistic prospect of stopping the war in ukraine its impossible because i see t
The east with two s300 antiaircraft guided missiles. In the direction of the occupiers, the armed forces of ukraine attacked the airfields of the russians near the temporarily occupied berdyansk and luhansk at night the Strategic Communications center reports. Successful strikes were made on helicopters and airfield equipment used by the enemy. The destruction of two russian rotorcraft by strikes. Missile forces, the general staff confirms. In general, during the day at the front 72 combat clashes took place. The enemy does not stop trying to sharpen avdiivka. Our soldiers repelled more than 10 russian attacks in this direction. The enemy also tried to storm ukrainian positions in maryanka district and south of prychistivka, donetsk region. All attempts are unsuccessful. In the direction of zaporizhzhia, our defenders did not allow. Losing positions and having partial success west of vervovoy. Our aviation launched four strikes on the areas of concentration of enemy personnel and equip