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Transcripts For CNBC Squawk On The Street 20240712

And as andrew was talking about, with mr. Lansdale, big tech will testify. The ceos of facebook, alphabet and twitter will face questions from a Senate Committee this morning. We, of course, will bring that to you carl guys, a lot of jitters, jim, this morning, as to what macron may say later on tonight, european time. Your point on social media has been this premarket weakness is not about the earnings themselves. Right look we would be in a stay in place order if we adopt what merkel is talking about. We have never been on the same page as merkel when trump came in she is more rigorous about hygiene and about masks and social distancing than our country is our country is not the way of germany. I would say you see chicago close, all the dining places, and restaurants and start thinking about travel, leisure, hospitality, it then bleeds into boeing we have this morning and i think it is impossible to think about boeing without thinking about once you get there, where can you go . I th

Transcripts For BLOOMBERG Bloomberg Surveillance 20240712

The cigarette issue here is the dynamics of the polls. I will be honest, im confused. I have people saying it has gone better for Joh Joe Biden in the last 1218 hours. Others saying that. Trump has done better in the days. Hree or four jonathan one thing we have not mentioned in the last 60 minutes, and i will mention it right now, tom, nashville. One of us out of the theory has actually played and entertained an audience on guitar and the microphone down in nashville. Tom let me set that up for you. [laughter] belmontthis is university, which is a Christian School but has been dis affiliated a little bit from this history points. It is a spectacular Music Program that the two candidates defend on. What is important is not so much the distance to auditorium, the distance to the grand ole opry outside nashville, or even to the acclaimed bluenose cafe. It is two blocks from the pancake pantry. And that is all that matters. Jonathan that was the perfect what do you call it, sa gooey [laug

Transcripts For CNBC Squawk Alley 20240712

Stimulus watch and of course, palantir, we are awaiting the opening trade set to begin really at any moment. Alex karp, the ceo will join us right here on cnbc immediately following the first trade, jon as we said, its been a long road a lot of filings. A lot to read about the company, voting structure, privacy, you name it. And the Business Model at large. Yeah. And its another big, big ipo but very different from snow flake, which we saw which has a ton of customers, large and small and kind of this very broad play on data in the cloud. This is a company thats dealing with big data and has just a few really huge customers, carl. And thats where well start this morning, jon. Josh lipton has more on what to expect once the first trade happens. Hey, josh. Carl, a master of creativity. That is how Ceo Alex Karp describes his company, palantir. A data miner, its software ahows customers to integrate volumes of data into a central platform where it can then be securely analyzed and interpr

Transcripts For BLOOMBERG Bloomberg Markets Asia 20240712

We have seen the g10 space benefiting from that, especially when it comes to the pound. There are brexit negotiations starting today in brussels. So far there is possibility of progress. It looks like we are in this seeing people are are saying this is the yen buying path of least resistance. We are looking at, when it comes to commodities, the gold futures. Right now. Silver and aluminum having a big comeback. You see brent crude hovering around 42 right now. One big interview to tell you about today. We are talking about market debuts in hong kong, gto express. Here is the bond market first. Not a lot of movement when it comes to the aussie 10 year yield. 77 basis points as people wind back the rate cuts. 3. 11 for the chinese 10 year still. This is what i was talking about. He is joining us for an exclusive interview at the bottom of this hour. A pretty stellar debut to start the week. Haslinda like you said, a lack of conviction. From get Market Analysis the asset strategist at j.

Transcripts For BLOOMBERG Bloomberg Daybreak Europe 20240712

Merkel is said to have warned germany could exceed 19,000 cases in a day. Trump and Joe Biden Square off in the first president ial debate tonight. Bloomberg television and radio will have special coverage and analysis on the headtohead. 6 00 a. M. In london, 7 00 a. M. In frankfurt and 9 00 a. M. In the difc. Differencell it make to markets who wins technically . Tell you what is questionable, who is the greatest of them all . Slightly schizophrenic in the equity market but do you want to walk naked for the next 30 days into an election and be short the dollar . We will take a look at the dollar. Kitties is the carry trade getting unpacked. The short dollar by the e. M. Buy the em. This is the biggest losing trade out there. Bmp into the election, high vol, there will be a better opportunity. The fx carry trade is down nearly 3 this quarter, adding to the dollar. Do you walk naked into the woods into a u. S. Election with no dollars around your neck . Lets talk about the markets, the

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