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Transcripts For CNBC Power Lunch 20240714

We stand with the markets. Stocks have bit a bit under pressure but the yield now off the session lows were off the session lows on equities as well the yields are 1. 48 s p 500 is down just fractionally small caps are getting hit the worst there. You see the russell is down by just about a percentage point. Power lunch starts right now and despite growing recession risks, jpmorgan is taking on the bears. The firm saying today that the worst could be over and calling for the market to advance as the year ends. Start with the september surge but goldman, bank of america, and nomura across the market lets get over to bob pisani with more. Bulls versus bears, an old sory, but the bears are getting more vocal in the last couple days a sudden spate of bearish notes. First, Goldman Sachs said the trade war escalation is making them judge down their gdp growth forecast for the third quarter, fourth quarter, and First Quarter of 2020. Probably the most Important Note out there right now. Bank

Transcripts For BLOOMBERG Bloomberg Daybreak Australia 20240714

Misses forecast. The depressing demand for smartphones. Later, we will have more on the earnings but first lets get you started with how markets closed in the u. S. On this tuesday session. Later, we will have more it was stocks down, yields down, risk obsession for the markets in the u. S. This of course as we have seen investors cautious of the gathering on thursday, Getting Started and gearing up for what could come out on Monetary Policy changes. That led to more concerns on trade tensions as well. The s p 500, we saw every sector in the red. We have materials and financials leading the decline. That halted the threeday rally. We also had a pretty mixed picture for u. S. Retail earnings. A big week of earnings for u. S. Retailers. 4 e depot surged more than on signals that we could see a stronger second half. In the meantime, the nasdaq fell 7 10 of 1 while the dow fell. We are waiting for the minutes coming out on wednesday. U. S. Futures unchanged so lets see how we are setting u

Transcripts For BLOOMBERG Bloomberg Daybreak Asia 20240714

And paying the price, documents seen by bloomberg say Facebooks Libra crypto is already under scrutiny in the eu. Lets get a quick check of the tuesday session in the u. S. , risk off day with stocks ands and yields slumping. Every sector in the red in the s p 500. Financials and materials leading the declines. We continue to see investors prematch focus on what has come out of the jackson hole gathering. Meantime, the dow losing 100 summary three points while men nasdaq was down 7 10 of 1 . We also have a big week for u. S. Retail earnings, a bit of eye divergent picture with cold disappointing but home depot homes disappointment but depot rallying. Risk off sentiment for the day, u. S. Futures unchanged for the moment, but lets see how we are shaping up in asia. Futures are nudging lower, the asia stocks could have fresh lows this week if the momentum keeps up. We have a more soft ego data today that could put on the pressure. We have stocks on 20 date exports, down every month so fa

Transcripts For FBC After The Bell 20240714

Ending lower. We have a lot of time to throw the blame around. Edward lawrence is at the white house. Deirdre, you get to go first with perspective for us. Dierdre 800 points down, we closed as you just said, at session lows. A wipeout day. No other way to say it. If you look at the Dow Jones Industrial average. The financials fell hard, goldman sachs, jpmorgan action. We have been talking about the inverted yield curve. Its showing brass tacks take away. Investors are more optimistic on the near term than the long term. That drove a lot of the selling and activity we saw in the bond market including buying so much into the 30 years that we saw the yields at never before. It showed up in financials, as we just covered on the dow. If you take a look at the other sectors, macys as well. You have been covering this from an earnings angle. This year will be a disappointment to investors. I heard melissa say she is on pace. If you look at some of the other sectors we have been following. Te

Transcripts For CNBC Power Lunch 20240714

But competition was set to restrain the ability of the manufacturing of those payment tariffs or higher Labor Compensation to pass that along. Some of the details we saw was like philly and cleveland. Richmond said there was strong volume at ports as there were a lot of imports to get ahead of some of the expected tariffs st. Louis and kansas city said farmers suffered because of depressed crop prices because of tariffs. Lets talk about the job situation, which is a completely different picture of the economy. Employment grew at a modest pace labor markets, however, set to be tight and there was a lot of difficulty filling open positions. Youve heard that before but they went on to say there were continued worker shortages across most sectors, especially construction, technology and health care. A staffing worker in the minneapolis district said its the toughest market they have ever seen. There were concerns about renewing and securing work visas. Compensation, however, grew at a mode

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