Probably on the continued move in Interest Rates. Its a stunning selloff there today. Materials, energy, staples also decidedly weaker. Also tech and Communication Services have been about the only bright spot, there they, still hanging in the green and its kept the market picture from looking worse, as well. Nvidia, apple and amazon getting a lift today. It takes us to the talk of the tape and whether the Fourth Quarter will deliver investors as history would suggest as it does, or is this hills too steep to decline. Nice to see you. When you sat down, utilities, its pretty stunning to see a sector move to that degree. It is incredibly stunning and theres the yield impact. If you look at a dividend yield of 100 basis points less than the tenyear treasury and why take on the rick of compliance and revelation when you can buy it, if what were seeing within the Technology Side of things and theyre a bit more defensive and is that why were seeing so much strength in megacaps as they see t
Marco colon Marco Kolanovic will be here black friday retailers are probably dreaming of Something Like this. You know the days of black fridays past when people would literally lose their minds, trample over over here to get the newest tv, moms would threaten mortal combat if you dared take the last beanie baby or furby off the shelves but the reality is black friday may look Something Like this yep, you see it there. Everyone huddled around their computer or smartphone, clicking away, skipping the entire instore experience. Will it be black and blue friday for retailers or will their dreams come true guy adami. You know where i wont be that whole running into people im sharpening my elbows, im coming after you what could be a worse experience i wont get into people, what if they eaten the day before and the sights and smells of this. I digress. You just did. For some people this is a huge deal, though. You heard Courtney Reagan talking about, Pete Najarian will be at the mall of amer
With the republican gop lawmakers in attendance, those from the house, bringing you that live from the rose guardar in 30 minutes. Hey, is there going to be a rally . What about a selloff . Well, by the way, theres this story about whats happening in oil today. Prices there, in crude, a fivemonth low. Theres talk about a glut, concerns about it, and its enough to send the price of crude oil less than 5 today, below 46 a barrel, and that has a lot to do with what youre seeing here. Going through support levels, 48, 47, 46. Much support. Not today. Concerns about cord cutting and the ad market. Crushing media stocks this week, but will cvs earnings after the bell change the tide . Looking at that coming up sometime in the next couple hours here when we can get to it. We have a lot of plates spinning in the air today. We begin with the full Team Coverage of the Health Care Bill there on capitol hill, and joining us with analysis, dan cliffton, and give us the hit, runs, and errors first.
Need to Know: Even JPMorgan’s bullish strategist Kolanovic says markets are getting ahead of themselves. Here’s what he and a Goldman strategist say to do now. Need to Know November 15, 2022 View in Web Browser Even JPMorgan’s bullish strategist Kolanovic says markets are getting ahead of themselves. Here’s what he and a Goldman strategist