Upside again in correlation to the yen, which is relatively weaker than it has been of late. Hang tank hang seng, 8 10 of 1 , a flat end of the session thursday, the nx x the nsx 200 is up. Lets take a look. Positivity with trade talks slated for october, some sort of clarity anyway. Now, the bond rally coming to a halt. This is what we have, 10 basis points to the upside the 10 year yield on the aussie, big yield on that a big move on that one. We have brexit and Boris Johnsons brother resigning from the government and the party, actually. And that again, throwing more down from his strategy once again, taking us further away from a hard exit. As a result we have seen sterling climbing about 3 in three days, down a fraction at a 1. 23. E dollar 23 in this has to do with more risktaking, not as much of a haven, gold silver and platinum gold, silver, platinum also on their way down. Silver down 3. 7 . In the u. S. We have a lot of things which will come after asia, we have jay powell, w
News drop . Plus a big call in the financial space just aheard of earnings and were holding the investment committees feet to the fire with the Quarterly Report the Halftime Report with scott wapner begins right now. Welcome, good to have you with us on this tuesday. Joe terranova, steve white, jon najarian, and richard sapperstein is here, high towerer ceo. Shares of apple on the move today, down 16 from its alltime high. Doc, your biggest stock position, people say whats going to get stocks to break out of this range, were finally starting to move that next leg higher apple hitting that new high wouldnt hurt. It wouldnt hurt. As they basically cross the billion sales number as far as units out there in the field, scott, a billion handheads out there, thats huge for apple in terms of the Services Revenue that pete is always harping about. The issue for me is also that a lot of the services theyre selling now are bigger services, recurring revenue, for instance, from like the cloud and
False sense of security. Youll hear it even if youre a sedate daytime today where the dow gained 69 points s p climbed to an alltime high, i should add getting bored by those, and the nasdaq advanced by 2. 2 . Heres my question what exactly are we too bullish about . Are there individual stocks, sectors, that have gone crazy . You know what, i always like to break things down. Lets take them one by one as opposed to making a sweeping judgment are we really being irrational with the banks, large sector in the market after last weeks run, tough to tell when you see major dividend and buyback boosts after, of course, the federal government review, they have good reason tore positive how can you feel the same way about the stock of Goldman Sachs when the company just increased by nearly 50 and rolled out a 7 billion buyback hey, thats more than 9 of the shares outstanding in the end, it got better off the crash test results and even here, i cant say theres that much enthusiasm these stocks
Risk per file in the market, and were not seeing any indication for the moment of worsening in our cost of risk. They post 2. 8 billion, doubling its profit as they tell cnbc euros banks have weathered the storm. If you look its basically the same for the large banks, whereas in europe its for all central banks, and that is why theres absolutely no Systemic Risk in europe european leaders give a lesson as chipmaker inindivinindividual i ion starts construction. Nvidion says they mortgage stauft. We must reduce and invest into our deem because the Semiconductor Industry doesnt stand still. And there are fears amid the First Republic Bank Collapse and the fed looks at a tenth and final hike hi, there, everybody, a warm welcome to street signs. This morning were off to a strong start in terms of equity trade. The stoxx 600 is rebounding about 0. 5 , not enough to make up for the losses we saw yesterday, but a decent start nevertheless yesterday the main benchmark dropped 1. 2 , the worst
Push to the big names ahead. Ed plus we sit down with the head of kkrs Tech Growth Fund does see where his firm Sees Opportunities after they raised 3 million. Caroline we will wrap up coverage from new york tech weekend here from two venture capitalists on what they are choosing to invest. At that is the private side of the market, lets go to the public because we have a clear flight to safety as we had to wear the weekend. Geopolitics the main noise we are currently having to digest and see and witness. We are currently seeing the nasdaq up by more than one percentage point as we worry about conflict expanding in the middle east. 10 year yields see money move into the bond market, eight basis points to the downside on the tenure and crude pushing on the higher side, 90 in terms of oil so a key signal to some of these volatile times. Lets have a look at what is happening in terms of volatility of the key tech asset class. It is crypto, 29,000, at one point again we jumped over that 30