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Transcripts For FBC Making 20240704

This is making money. Breaking right now the theme for the second half of 2020 is on Second Thought. Thats right. Lots of adjustments but very few on the street are actually changing their minds. Theyre changing numbers but not their minds but still this market is powering head. We have Liz Ann Sonders the best place to be right now. Victoria fernandez being bearish soft landing is filling to the brim. Brian wesbury sounds off. What mapped to the recession . Busy earnings season Danielle Shay this has different flavor, more carb sure approach to the stocks you still want to own. Sam bankmanfried brother wanted to buy a sovereign nation for doomsday. The survivors would be a select few. Effective altruism what i really think it is about. All that and more on making money. E. Charles so the theme for todays show is second half 2020, 2023 rather, on Second Thought . I mean take a look at this. This is the Financial Advisors bullbear ratio. You can see very, very bearish. It is rocketing h

Transcripts For FBC Making 20240704

This is making money. Breaking right now the theme for the second half of 2020 is on Second Thought. Thats right. Lots of adjustments but very few on the street are actually changing their minds. Theyre changing numbers but not their minds but still this market is powering head. We have Liz Ann Sonders the best place to be right now. Victoria fernandez being bearish soft landing is filling to the brim. Brian wesbury sounds off. What mapped to the recession . Busy earnings season Danielle Shay this has different flavor, more carb sure approach to the stocks you still want to own. Sam bankmanfried brother wanted to buy a sovereign nation for doomsday. The survivors would be a select few. Effective altruism what i really think it is about. All that and more on making money. E. Charles so the theme for todays show is second half 2020, 2023 rather, on Second Thought . I mean take a look at this. This is the Financial Advisors bullbear ratio. You can see very, very bearish. It is rocketing h

Transcripts For BLOOMBERG Bloomberg 20240702

On the fed Holding Interest rates until at least december. Sec approves trade products tied to ether, opening the door for a spot etf, and we are live at the g7 finance meeting in italy where ukraines allies are wrestling over a deal to use frozen russian assets to support kyiv. We will be speaking to a secretarygeneral later this hour. Lets check in on these markets, global stocks at bonds up for weekly declines. The good news on the data front, bad news for the markets team is a back with u. S. Activity data. Composite pmi, services, and manufacturing strengthening the most, composite and about two years. That led to a selloff on wall street. European futures, a losses of point five of 1 . Consumer confidence picking up for a second consecutive month in the u. K. Losses across the ftse 100. S p futures looking to modest gains after losses of yesterday. Nvidia was the bright spot yesterday across the u. S. Equity space with gains around 9 . Lets have a look cross asset. You did see a

Transcripts For BLOOMBERG Bloomberg 20240702

Three hours. We came into yesterdays session, its said, saying that the only thing more boy before a long Holiday Weekend is the friday morning. Weve got stronger service pmi print as a readily identifiable trigger. What a need shift, starting yesterday. If you hadnt told anyone that second tier data would trump admit he a, trump nvidia, what happened . Were we to onesided . Was fed speak nervous before the data . I dont know what it is, but it feels like a big sentiment shift. Anxiety around inflation. I put this to chris williams, Companies Remain cautious with respect to the Economic Outlook with Interest Rates also citing geopolitical instability in the president ial election. Pulling back, theres a feeling that the university of Michigan Sentiment survey matters. They may pole five hundred people online through instant messages or whatever else they do, but at the same time if people have deteriorating sentiment, theres a feeling that it will have a bigger impact Going Forward, no

Transcripts For FBC Kudlow 20240703

All right Michael Cohen testifying in new york. Get the alvin bragg trial, most folks trying to figure out what donald trump about wrong, senator Tommy Tuberville was there, he will be our coreporter, senator bill hagerty will be here to tell us why the bidens continue to embargo israeli weapons, and even withholding sensitive intel. And tammy bruce and alec lace will tell us where voters witness wild in wildwood for donald trump, day 16 of trump hush money trial in new york city, Grady Trimble with all of the latest. What you got . Reporter the former lawyer of the former president Michael Cohen is the prosecutions star witness they think their best bet to tie the former president to the alleged hush money payment to Stormy Daniels, codescribing process wiring 130 thousand to Stormy Daniels before that cohen and Trump Organization cfo at the time, spoke with President Trump to let hem know cohen was going to front the money, cohen said that weisselberg promised him he would be paid ba

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