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Transcripts For CNBC Squawk 20240704

On pharma. Eli lilly with earnings. Novo nordisk, the drug cutting risk of heart attack and stroke by 20 well talk to mr. Irgin and echo star ceo a day after s p and nasdaq broke the fourday losing streak, stocks back in the red financials in focus among laggards after moodys talking about Interest Rate and asset liability risk. Whats incredible is we just went through the quarters. With the exception of, honestly, key, the quarters were good. A lot of them had inflows. People thought there would be outflows david, when you see these kinds of downgrades, dont you see yes, yes, yes. Good, good, good. Done, done, done move on, move on, move on. You cant pay for this kind of analysis. No, you really cant. Its important because financials represent a huge part of the market, and if were going to have blending, we cant have as much lending thats kind of what were saying my problem with it is it doesnt jive with the facts. It was entirely possible, entirely possible we could have been in a s

Transcripts For CNBC Mad 20240704

Corrosion but the need to believe in something otherwise, youll miss out on amazing opportunities this market affords you and saw some play out even as the averages were not so hot. Those were well off the lows and i think we have a big problem here on wall street. Thats where im located right now, wall street but simply most people dont trust the market anymore they dont ceos. They dont trust individual companies. Just endless skepticism and little sincere belief. Im playing around a whole series on why we lost faith in the market most people have given up on owning pieces of individual companies, a lot goes down to the fact that daytoday action doesnt make sense trying to gain things. Not showing up or downs for reasons that have nothing to do with underlying companies. But there are moments when the market works like its supposed to i have two nondysfunctional examples most highly gettable. I know that because we own them for my trust eli lilly had a tremendous quarter. It could be

Transcripts For CNBC Worldwide 20240704

Plus, oil markets squeezed again as russia and saudi arabia send more shockwhataves throughe market and china throwing more stimulus at the private sector to boost the struggling economy in the recovery. It is friday, august 4th, 2023 you are watching Worldwide Exchange here on cnbc good morning welcome to the show. Im dominic chu in for frank holland. Lets kick things off with the u. S. Stock futures after the s p and nasdaq turned in a Third Straight day of losses, futures right now showing a brighter picture, at least for now. S p implied higher by 15 points. Dow jones industrial average implied higher by 55 nasdaq up 83 a tech recovery may be in the works. This is ahead of the july jobs report economists are expecting employers to have added jobs at the slowest pace since december of 2020 at just 209,000 net new jobs for the month checking on the bond market. 10 2year yields yields on each up 5. 5 to 6 this week alone. The 10year treasury is 4. 91 . Slightly lower the 2year treasur

Transcripts For CNBC Mad 20240706

Times. The tao plunging 367 points. The s p 1. 6 . It was much more than 1pointtoday. There is too much to process. So what do people do . They sell. We have four potential negatives that are worth selling for. Actually rational. First there is tomorrows fat meeting. Then there is a Quarterly Report from apple. And finally there is the debt ceiling debacle. Those are four legitimate reasons to be concerned. If it were just one hurdle we will be fine. With four of them why do we take them one by one and impact them so that we can with them in a rational matter. Lets start with what is staring us in the face, tomorrows fed meeting. We simply do not know if the fed will pause aggressive tightening after that. I hope he will call in select reporters this time. This time the fine line of surprise versus forewarned is being learned. The many banking crisis may be contributed to multiple rate hikes. We just do not know and neither do they. I have been saying the tank failures might be equal t

Transcripts For FBC The 20240703

Say. [laughter] charles i knew i loved you for a reason. Liz charles, thank you very much. Breaking news as we kick off the a final hour of trade. Take a look at apple ahead of one of the most anticipated earnings reports of the season. Apple shares right now up 2 , very close to session highs right now. After the bell the tech giant opens its quarterly books to investors who, you guys know this, are very anxious to see the company reveal profits and sales. Now, Analysts Expect to see the biggest revenue decline in more than a year, but shareholders will likely cast the most scrutiny on iphone sales which do account for about half of the tech giants revenue. Thats where things could get ugly. China iphone sales have slumped s and globally iphone users have been holding their purchasing fire on a new device until apple incorporates a. I. Into its handsets. Sales could plummet by as much as 10. 4 although, let me just say this caveat, apple sometimes underpromises and overdelivers. Smart

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