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Transcripts For CNBC Squawk On The Street 20160212

Make deutsche makes news. Tenyear back is almost to 1. 7. Oil holding on to that surprising reversal from yesterday. Jack Dorsey Square up double digits on news that visa took a 10 stake in the company. Aig is on the rise after announcing a 14 dividend increase, most importantly carl icahn representative getting a seat on the board and john paulson also taking a board see the. And another heated democratic debate last night with Bernie Sanders again taking aim at wall street. Well bring you some highlights. And global banks getting slammed. Whats behind the selloff and why . Some names are starting to rebound this morning. Futures extending their gains after data showed january retail sales rose a better than expected 0. 2. A rally in oil prices helping to increase positive sentiment. Yesterday at an Investor Conference in puerto rico, Hedge Fund Manager john paulson told Michelle Carusocabrera that he believes the markets have been overreacting to economic news, though he stopped shor

Transcripts For CNBC Squawk Alley 20160216

Highs. The s p was having quite a rally since thursday. Remember the bottom on thursday. Thats when we heard the uae minister trying to create a halt in production or discussions about that. Since then the markets rally close to 70 points. Really very impressive. We saw all sorts of things turn around on this. The oil rallied and u. S. Bank stocks again are rallying today. So the big names, bank of america, all leading the market up 2. 5 on average. Defensive names, all the stuff that was doing well last week are down today. Your Telecom Stocks like verizon are lagging. Your utility names and consumer staple defensive names are flat to down. Its important to reiterate how much stocks have rallied since that bottom in the middle of the day on thursday. If you look at a group of stocks, bank stocks, citigroup is almost up 12 since the bottom on thursday. Big Global Industrial names like General Electric and caterpillar are all up 4 to 6 . And even exxon and chevron were up 5 or 6 or so a

Transcripts For CNBC Squawk On The Street 20160216

Freeze. Our road map begins with global volatility continuing. Jim mcgoggin. And apollo and adt are in a deal. And the death of Supreme Court justice ascalia has creatd a firestorm. First up, stock futures jumping sharply. Saudi arabia, russia, qatar and venezuela agreeing to freeze output at january levels provide that other major exporters follow suit. Crude prices rose off their highs of the morning. Some analysts expected an agreement to cut production. Thats not exactly what were talking about now iran on the tape is saying, maybe, we still want our piece. Thats going to be the question, iran and iraq as well who is also ramping up production to get money, its an expensive fight it has on its hands with isis. Thats the big caveat that Oil Producers will agree. Before this announcement, brent crude was up as much as 5 . Its still higher. The bulls would say, at least were getting diplomacy. This is the first coordinated move that the major producers are doing since the pain began,

Transcripts For CNBC Squawk On The Street 20160223

Here. Well discuss it with mr. Hays in terms of the decisions they made and what ive heard, of course, is how serious those conversations were. Last april and may, when they began. When they were revisited from the honeywell side in september, when they sent utx a letter. Most recently last week when they made a new proposal at 108 a share, 40 ownership of the combined company, 42 a share in cash. 22 premium to the then stock price. So, a lot to talk to mr. Hayes about. Not to mention my man here, mr. Cramer, always has questions when it comes to the fundamentals of the company. Sure. You get this combination going. Its hard not to say, look, we can finally deal with boeing and airbus. On a level playing field. The partners for Success Program that boeing has had has crushed a lot of these companies. You put these two together, they could have muscle against boeing. Like that. Utx doesnt seem to be it is a combination that would pass antitrust muster. Thats something well focus on. Doe

Transcripts For CNBC Squawk Alley 20160209

Welcome to squawk alley for a tuesday, jon fortt, Kayla Tausche and myself at post 9 along with investor jason who were going to check in with in just a moment. Some moderate chop as a pilot might say, dow is down about 97 points. Were going to get to jason in a second. First Morgan Brennan with some breaking news. Carl, thats right. Railroad headlines for you. Canadian pacific planning to abandon its proxy fight for Norfolk Southern according to dow jones, also mulling proxy revolutions to push norfolk into takeover talks. In other words Canadian Pacific considering a potential shift in strategy to push the Eastern Railroad to engage in these takeover talks. This, of course, comes on the heels of three rejected offers over the past few months. The most recent being in december. And it really its a bit unclear about how cps ceo hunter harrison, the street fight, the strategy is now going to shift. But again, hearing that it is going to shift according to dow jones. You take a look at t

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