That retaliation comment that mentions boeing. Did not mention apple, but apple is acting terribly did not mention Applied Materials. Had a great quarter, stock reversed badly its a surprise. I dont understand whats happening with boeing. You have this you have the ceo, who is blasting the clients, then you have china who doesnt want boeing, and a queue for boeing planes that is dissolving i dont like anything im hearing about boeing nothing. You mentioned the editor for the global times, he does say based on what i know, if you block further, we can add you to the unreliable list, and he says qualcomm, cisco, apple as well as suspending the purchase of boeing planes. This is terrible. The china haters and china lovers should look at our retail sales and say, you know what maybe we have to shut up a little bit here. Maybe were not as strong as wed like and we should hold out until were stronger ive been the hardest line on china. Everybody knows that im harder than peter navarro. But t
Good morning, good morning. This is bloomberg surveillance. Your equity market of the s p positive. 5 . Upside surprise on cpi, upside surprise on ppi arguably pushing back rate calls even more. Bank of america talking about goldy shops saying we have gone from goldilocks to stagflation. Lisa right now it is hard to see stagflation priced in. We have gotten two straight hot inflation reads at the same time retail sales are causing concern it may be the consumer getting too stretched. Jonathan it has been weird when you think about the equity market reaction. We were down about one third of 1 on the s p 500 yesterday on hot ppi. Even that we have had the reaction in bond yields up equities have been pretty steady. Lisa ultimately if the fed cuts rates more because of this idea of stagflation, the idea of weaker growth, that will be positive for equities. A resilient economy will be positive for equities. If it is stagflation shock that will be a massive problem. A lot of people are not
Good morning, welcome to daybreak australia. We are counting down to asias major market opens. Kathleen good evening from bloombergs World Headquarters in new york. Top stories this hour. China traders shun a risk ahead of the u. S. Inflation report with oil hitting a high for the year. Bond investors willing to settle for a 10 year yield before below 4 in the latest round of the refunding options. Disney having gains after the bell after the prophets be the lower spending outlook. Chinas reopening helping themepark revenue. Kathleen the u. S. Is weaponizing trade after President Biden signs an executive order limiting investments in some of its companies. Lets take a quick look on wall street. It was a down day ahead of the cpi report. Nasdaq closing down more than 1. 2 . Nvidia laid the way but tesla, amazon and apple apple also losing ground. Theres a big jump in energy stocks. 28 surge in the european lng price was what led that. Also help push oil to a 10 month high. After the bel
Of starbucks earnings. Im melissa lee, this is fast money. On the desk tonight, tim see your, dan nathan, guy academy and julie beiel. Yes, the megacaps, the aifocussed semis, but there have pockets of strength you might not have noticed media names also on the move paramount, netflix, Warner Brothers discovery, all well in the green. And the gig economy stocks, uber, doordash, lyft feeling the love what does this broadening out of the tech rally tell you about the markets . Are you more hopeful, dan n nathan, i ask sarcastically . The gig ones are really interesting to me, because those are models that were heavily debated. They saw the pull forward, they rose to crazy heights in 2020, into 2021. Some of the first ones that started to sell off, and obviously uber is a little different. They had different dynamics going on between rideshare and delivery if youlook at uber, airbnb, those stocks are both 100 billion market Cap Companies right now, theyve had massive rallies, and theyve g
Good tuesday morning. Thanks very much for joining us this morning. I am maria bartiromo. I hope you are having a good tuesday morning. Tuesday, april 2, 8 00 a. M. On the east coast hot topic of the hour former President Trump posting 175milliondollar bond in trumps civil fraud case preventing Letitia James from seizing his assets trump called the case election interference con job on trumps with no victims except him he will be holding rallies in michigan, wisconsin will address the border crisis try to win swing voters there joining me for power power former georgia congressman House Speaker Newt Gingrich, former georgia congressman, Ranking Member doug collins gentlemen thank you so much for being here good to be with you your reaction to President Trump posting that money. Newt i think remarkable he can do it more remarkable Biden Administration presiding over an effort to destroy their opponent by financially destroying him, i mean there is no question that trump is not running a