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Transcripts For CNBC Squawk Box 20240714

Jap japans exports fell 6. 7 in june, much more than expected. They were looking for a 5. 4 drop tex tend the bigger surprise drop was a 5. 2 drop in importeds versus the 0. 2 decline economists were expected the nikkei was down by 2 . Hang seng off by a half percent. The shanghai down by 1 . In europe, red arrows there as well spain off by 1 . Lesser losses for the other averages check out the treasury market. You will see that the treasury market this morning is showing the tenyear with a yield of 2. 054 United Health just reporting moments ago. Posting Second Quarter profit of 3. 60 per share. That Beat Estimates of 15 cents. Revenue came in ahead of wall street forecasts the Company Raised its fullyear forecast well talk about this more with ana gupte. Netflix shares are falling sharply this morning the Company Reported a drop of 130,000 u. S. Subscribers in the past quarter on the Conference Call Reed Hastings attributed the lower growth in part to its Program Lineup during the qu

Transcripts For CNBC Fast 20240704

Fast money. We are live. Lets begin with the great rate rall. Rising as high as. 33 . The move taking a toll on stocks. The dow down 290 points, the latest index to move below its average. It is the first time it has done that since first, so is there any end in sight . I thought actually markets did okay, considering the huge climb. It is interesting. I know for a fact that miley cyrus is a huge fast money fan and one of her hits is called, the climb. This is not what you want to see. The rates are going higher. Events are going on globally. We are at levels we havent seen in quite some time. I have looked at it and i think we are about to break through a forty year downtrend in yields. To me, it will be very negative. You are right, the stock market sought off late. We are at levels at the s p we topped out at last year. There should be support but if yields continue to move like they are you moving, there will be ramifications. I think they will top out next week. Everyone has gotte

Transcripts For CNBC Fast 20240705

But can you still jump on the train trade . Of course, the transports are much more than just that. And later, is the rebound in financials for real . The options action on apple and is tesla about to get yet another competitor from china . Good afternoon, everyone, im tyler mathieson, coming to you live from studio b at the nasdaq. On the desk tonight, steve grasso, courtney garcia, mike khouw, and our guest trader for the hour, chris harvey from wells fargo securities. Welcome one and all. And we begin with stocks clawing their way to alltime highs ahead of the years final trading day tomorrow. The dow closing at another record level, the s p just points from a record, and the nasdaq sort of essentially flat on the session. Small cap stocks among decembers biggest winners so far, and theres just one day left. The russell 2,000 jumping almost 14 for the month today. Real estate driving big gains, rounding more than 9 . Its the months top s p sector, by the way. Is now a good time to p

Transcripts For CNBC Fast 20240703

And, the options action on amazon ahead of the busiest week in earnings. On the desk tonight, tim see your, karen finerman, and guy adami. Regionals dropping more than 12 . Earnings falling short of estimates. Regions drop rippling through the sector. The weakness coming as the tenyear continues to hover around 5 for the First Time Since 2007. That historic jump in yield contributes to Broader Market volatility. The vix closing up 21, up more than 12 this week. Markets closinging lower. As we get set up for the busiest week of earnings season, will rate fears continue to be the driver of the markets . Guy, what do you think . I think so. Kre, huge bounce off april lows. Think we got down to 38 and a half, trade up to 48ish. I think its going to give it all back and we go back to 34 1 2. Then does it hold, bounce, or is there something more nefarious . Good news is all companies are 3 of the weighting. Bad news is companies are all 3 of the weighting. Theyre all in the same bucket, and

Transcripts For CNBC Squawk 20240703

Yields the big story yesterday. Again, those yields came down as we looked at a jobs market that was weaker than anticipated. This year the 10 year is higher. The 2 year is just above 5 . Well be watching this very closely. Yesterdays story on crude oil prices, investors are worried that higher borrowing costs could dent. People worried that maybe those higher prices are starting to impact demand. This morning, you can see wti at 81 81. 30. Meantime the House Speakers gavel up for grabs for the second time this year, congressman jim jordan and Steve Scalise considered frontrunners. Theyve been making pitches to colleagues. Now, two house members floated former President Trump as a potential speaker, a position that doesnt need to be held a house member, donald trump currently the defendant in a trial. Asked yesterday while attending that trial whether he would agree, he would do himself truth social posted a photo of him holding the speakers gavel. Well talk to bill daley about the rac

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