Policy summit. Get started with our next panel. My name is Christopher Shipley executive director for encompass thank you all for sticking around. Two more panels to go and gives me great pleasure to introduce our next one seeing is how for encompass i do all of our inhouse robo call and robo texting work. But i am thrilled thank you. Thank you. [applause] thank you i do want to think back for poll attachments in half an hour but it gives me great pleasure to introduce tamara fin moderating our panel today and thank each and every of our guests bill hunt and john from tns, and Michael Pryor council to the Communication Alliance looking forward to todays panel and i wish you all the very best. Thanks. Thank you, chris, and thank you bill john and michael for joining. So Everybody Knows what robo calls and robo texts are, of course, nobody wants to be called from the irs scam outside of the country right . But you do want your calls and your Doctors Office or from your schools it is very
Policy summit. Get started with our next panel. My name is Christopher Shipley executive director for encompass thank you all for sticking around. Two more panels to go and gives me great pleasure to introduce our next one seeing is how for encompass i do all of our inhouse robo call and robo texting work. But i am thrilled thank you. Thank you. [applause] thank you i do want to think back for poll attachments in half an hour but it gives me great pleasure to introduce tamara fin moderating our panel today and thank each and every of our guests bill hunt and john from tns, and Michael Pryor council to the Communication Alliance looking forward to todays panel and i wish you all the very best. Thanks. Thank you, chris, and thank you bill john and michael for joining. So Everybody Knows what robo calls and robo texts are, of course, nobody wants to be called from the irs scam outside of the country right . But you do want your calls and your Doctors Office or from your schools it is very
Near the all time high as the start of earnings season i can cans off. Alcoa tonight. Twitter will live stream the republican and Democratic National conventions. This on the day that the stock gets a downgrade from sun trust. You will look here at a live shot of the microsoft worldwide partner conference where they Just Announced a partnership with general electric. Well talk to Satya Nadella and jeff immelt later on. After fridays job report rally the s p beginning the week within a point of the alltime closing high five points from the intraday high. We head into the unofficial start of earnings season. Alcoa set to report. What a day to come back. Tgs rejuvenating. Take a week off. Im thrilled for the opportunity. Thank you, cnbc. Italy, amazing. You have a full week off. Okay. It was hard. You know. Without you. It was hard. Dont do it again. It was frustrating not to check in. Didnt check in. I will say this. Fridays rally, felt like what the market used to be like when we made n
Mike is here to talk about what this means. Mike, what comes next . 14 months without a new high. Whats going on now is of course you had yields globally suppressed and that helped the sectors support the market we talked about over the past few months. Now the question is what happens now. We have the earnings recession in the process of ending so you have the more cyclical sectors and the question is do we rotate or have a broader move higher . Last year the doubts were over it and it wasnt a broad based rally. How different is that this time around . Almost entirely different in the sense that last year it was the sexiest Growth Stocks taking over the world that were leading us there and now its the most boring stuff and its basically just these and to me the question is whether the stuff in the middle the industrial stocks, the consumer disgres nary stocks that have had their kind of quite bear markets can come back on the back of a rebound in earnings. Although the biggest winners
We have got to keep an eye on the United States. Today we have the Federal Reserve, the end of that twoday meeting. Economists expect them to end that considerable time. Instead we will have a datadependent approach. Barclays says they may raise their forecast. This amid the currency crisis in russia, plunging oil prices. Lets check in on oil. It is in a downward spiral. 4 . Up by four it is talking down the ruble and the rest of the emerging markets. Moment,e at the currently the dollar is falling against the ruble. The is after moving from central bank. It is horrid times for russia. A look in at what is exposed to russia. , all three companies exposed to russia and get significant sales. Ult has been trying to of sales of cars in russia to stabilize themselves as the ruble continues to fall. Apple closed their online sales because they say the extreme caused theuation stock to get hit. Lets look at other areas. Oil prices are sinking once again. Phillips up by 3. 6 . Off by 3. 6 . E