Companies dont have exposure to china, with the exception of amazon, which as a retailer and a distributor has a lot of exposure there they have the most china risk, outside of if you leave f. A. A. N. G. , of course theres alibaba, which its all china exposure i guess thats how i would answer the question. I would also make the simple point if you look at the f. A. A. N. G. Names, you pretty much had acceleration growth, Revenue Growth acceleration for all four names but theres a couple of very specific issues in the back half of the year. The ones with the best fundamentals right now with the easiest valuations is facebook and google krish, whats the next irobot i mean, looking at hardware, whos got an amount of china exposure that could be really damaging you know, apple clearly has a pretty high china exposure and as you mentioned before in this program, anytime theres negative news on u. S. china trade, apple becomes kind of the punching bag what i would characterize as overall wh
Hour look at these large megacap Communication Services and tech stocks for where Shopping List items might be for any buys on the dips with that well send things out to see j man thats going to be a harder objective to achieve, if anything a stronger dollar will become a bigger pain for multinationals sectors like technology, industrials and Consumer Staples that derive in some cases 40 to 50 of their sales overseas. If the dollar continues to strengthen it will make American Products less attractive to customers outside the u. S. , especially in emerging markets where the consumer tends to be more price sensitive it also impacts profitability for these companies when they convert foreign sales back to dollars. Now, a handful of companies in the Consumer Staples space that make everything from shampoo to cereal have outperformed the Broader Market because of the dividend yield they offer. Kimberlyclark with a yield of 3 , General Mills at 3. 6 , but with Central Banks around the world
Alix even President Trump took to twitter to congratulate the team, versus a couple days ago, when one of the women said we are not going to the white house, and he said why dont you win first. Now apparently very proud. David it was a great game. The u. S. Was really taking it to the netherland for the first half, but they kept it up in the second half. Alix go team usa. In the markets, you have powell coming out in the next couple of days. Drive up Market Reaction for this week. Eurodollar lower by 1 10 of 1 . The dollar getting a little bit of steam in the last 20 minutes of trading. Crude also quiet. It is a quiet market with idiosyncratic events turkey, like Deutsche Bank. David what a nice word to use. Alix right . David idiosyncratic. Time now for the morning brief. Today, British Conservative Party members mail in their votes for the next Prime Minister, widely expected to be Boris Johnson. On tuesday, the Allen Company conference gets underway in sudden valley. We also get chi
Order. Without 0, all members will have five days to submit statements, materials and questions for the record, subject to length limitation and the rules. We immediate today to examine the fiasco surrounding the Trump Administrations decision to invoke Emergency Authority under the arms expert control act. And abuse of authority in my view and ram led to 8 billion in arms sales to gulf countries. Well hear testimony from assistant secretary of state for plate political clarke cooper. Thank you for appearing before us today. Welcome to members of the and can the press and thank you to your friends on cspan who are broughting this important proceeding. Before i recognize myself for opening stam i want to just say to the member isll be heavy with the gavel because we want to get in as many people asking questions as possible. So, the five minutes will be pretty hard and fast. Instead of let it go for six or seven minutes. If ask people to please speak within the fiveminute recognized per
Nations is warning the offensive is creating a humanitarian disaster it has been calling on turkey and russia guarantors of a cease fire to help revive the agreement but for now their proxies engage in battle to gain political leverage. Beirut earlier i spoke with i mean our director of the middle east and North Africa Bureau at the office of the United Nations high commissioner for refugees he says a settlement is needed in syria to alleviate peoples suffering. Very frustrating situation and thats why we keep we keep really calling on both parties observe International Norms International Military law and to also go back to the agreement that in in place so that. You know a negotiated settlement can be found a much longer can the situation go on but every day counts every hour counts we saw people now under the rubble we saw both sides of population and that both sides are really suffering i think its going to go for long there is a limit to what a human being can walk out of. The off