Lets begin with a check on stocks lets welcome in brian belski. Thank for having me ambitious call. How do we get there . This will be a transition that takes several months if not into the year you, well into 2022 the unprecedented price moves in 2020 are going to turn into, we think, unprecedented earnings move in 2021 we think financials, Consumer Discretionary will lead the way. Were maintaining our stance of being neutral on technology and Communication Services over the next three to five years theyre by far our favorite sector in terms of growth we think this is going to be a turn around in terms of Earnings Growth theres no doubt that the vaccine is helpful, no doubt stimulus will be helpful, but theres also no doubt we are going to have more stayathome orders in the United States and therefore the stayathome stocks will do very well the bull market continues, we continue to believe that march 23rd, we dcontinue to believe that march 23rd was the controlaltdelete were bullish w
Welcome to squawk alley for your wednesday morning im Carl Quintanilla with julia bore steen, mike san tolely with us for the hour dow is lagging down 60 jackson hole tomorrow, of course, were watching hurricane laura, the retailers but mike, crm, continues to astound. We thought 20 gain was impressive its now at session highs of 27 today alone on what bloomberg called the best revenue surprise in a decade. Yeah. Its pretty remarkable obviously the results themselves are emboldening people to say that this was as expensive as the stock has always looked undervalued or misvalued or didnt appreciate the durability of what theyre doing on the market share side of things for the longterm. What is interesting, too, if you look at it compared to some of the other software bell weathers over the last couple years, as big as todays move is, its kind of a catchup if you look at how microsoft and adobe in particular their anointing crm into that class inpenetrable areas that seem like theyre goi
Its a. Good. Thing. When the movie princess sailed into sydney for the 1st time last year the ship was greeted with fireworks and celebration as the one everybody was to go along for. Now the ruby princess is famous for all the wrong reasons put the money down the 1st and i never put out scifi 1st absolutely appalling what ive done. A special commission of inquiry is examining how hundreds of infected passengers were allowed to leave the ship spreading the virus around the country and the world we thought we were going to go into the problem we didnt realise we were going to be the problem one o one a stint vista gates how this Public Health disaster was ever allowed to happen. The disaster that struck princess cruise ships began in january when the diamond princess set sail from tokyo back. Suzanne distilled and her family were among the thousands of passages looking forward to a carefree holiday. I like the entertainment on the ship but i like the fact you dont have to think about wh
You. And Current Affairs that matter to you. Down to 0. The princess sailed into sydney for the 1st time last year the ship was greeted with fireworks and celebrations and so on but everybody was to go along. Now the ruby princess is famous for all the wrong reasons put the Mighty Dollar 1st again i never put out safety 1st absolutely appalling what ive done. A special commission of inquiry is examining how hundreds of infected passengers were allowed to leave the ship spreading the virus around the country and the world we thought we were going to go into the problem we didnt realize we were going to be the problem one o one a stint vista gates how this Public Health disaster was ever allowed to happen. In. The disaster that struck princess cruise ships began in january when the diamond princess set sail from tokyo back. Suzanne distilled her and her family were among the thousands of passengers looking forward to a carefree holiday. I like the entertainment on the ship but i like the
Free of tensions could crop Global Economic growth by 700000000000. 00 we bring you the stories and developments that are rapidly changing the world we live in the government has shifted focus from saving lives to save the economy. Counting the cost on aljazeera. Its a. Good thing. The princess sailed into sydney for the 1st time last year the ship was greeted with fireworks and celebrations and so on but everybody was to go along. Now the ruby princess is famous for all the wrong reasons i put the Mighty Dollar 1st again i never put out safety 1st absolutely appalling what ive done. A special commission of inquiry is examining how hundreds of infected passengers were allowed to leave the ship spreading the virus around the country and the world we thought we were going to go into the problem we didnt realize we were going to be the problem one o one a steam vista gates how this Public Health disaster was ever allowed to happen. In. The disaster that struck princess cruise ships began