Washington many. But it is stronger than expected much more on china coming up in a few minutes. European equities, again, sliding in the last few hours. Germany basically flat were taking that to 3 decimal points here. France, uk, spain slightly negative, italy essentially flat as well. Finally treasury yields, the tenyear hovering right around 1. 7 1. 69 is where we have it right now. So certainly something that investors are watching. Yeah. You have yields slipping again a little bit this morning, but were off the lows of last week, which briefly dipped below 1. 6 on the tenyear. Thats encouraging yields had such a big effect on equities as we all know. I think on europe the interesting thing to note this morning is that were not seeing a gap up again in terms of the spread of italian over german yields and talk about the potential new election coming up hong kong, is down 9. 5 , shanghai down 5. 5 it is weighing more on the shanghai market. We saw that elevation escalation of conce
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
For words following president Trumps Campaign rally last night were racism, fascism, and xenophobia [ laughter ] well, at the rally, that was the calendar of events [ laughter and applause the dnc the dnc has announced that the lineup for the upcoming Second Democratic debate will mirror the first debate with montana governor Steve Bullock replacing congressman Eric Swalwell who has dropped out of the race. So, basically they replaced Eric Swalwell with the faceapp version of Eric Swalwell [ laughter and applause the house of representatives voted today on a bill that would raise the federal minimum wage to 15 an hour said trump, thats too high i mean, who works for a whole hour [ laughter and applause i mean, maybe if you broke it up over the course of the day. [ laughter ] a long island man recovered his missing nine foot long anaconda this week after finding it in the dashboard of his van [ laughter ] [ audience oohs but, you should still always say no if a stranger ever asks you to
Sunny over. Several really has all cleared out. I guess is going to be another hot one, john. Yeah, here we go. Another day with some 90s, even a couple of triple digits. Its about to be a scorcher of an afternoon which just a reminder too, hopefully get outside these next couple of hours before it does heat up later on today. Your view outside right now at downtown San Francisco skies are predominately clear. Just a little touch of a lowlying clouds still hanging out with us now compared to yesterday when we had a couple of inland thunderstorms today has been nice and calm. So good excuse to get outside spin that few extra minutes out there. What were still just in the 60s and 70s for most spots. Vacaville kelsey bill already climbing into the 80s and were going to blast right past that into the 90s. Even triple digits for inland areas in just a few hours, which ill get to in your full forecast rain. All right, john, thank you for that. Well, on a wednesday morning hitting the roads t