Jack welcome to barrons roundtable where we get behind the headlines and prepare you for the week ahead. I am jack otter. Were heading into the fall season and my guest is cautious about the market for the end of this year i will ask head of Investment Strategy liz young why she is wary. Mohammed michigan 13000 autoworkers from the uaw walking out in a historic strike against the three carmakers in more troubles ahead for ford mgm, later almost anyone can buy an investment restricted to the rich, that does not mean that you actually should read we begin with three things investors should be thinking about right now. Markets ended the week mixed ahead of the fed rate hike decision on wednesday and new inflation showing prices rose slightly slower than wall street expected, the ipo market chip designer arm is the biggest ipo in nearly two years with a 25 pop in the first day of trading retirees are expecting a smaller raise in Social Security benefits in 2024 compared to last years histo
Jack welcome to barrons roundtable where we get behind the headlines and prepare you for the week ahead. I am jack otter. Were heading into the fall season and my guest is cautious about the market for the end of this year i will ask head of Investment Strategy liz young why she is wary. Mohammed michigan 13000 autoworkers from the uaw walking out in a historic strike against the three carmakers in more troubles ahead for ford mgm, later almost anyone can buy an investment restricted to the rich, that does not mean that you actually should read we begin with three things investors should be thinking about right now. Markets ended the week mixed ahead of the fed rate hike decision on wednesday and new inflation showing prices rose slightly slower than wall street expected, the ipo market chip designer arm is the biggest ipo in nearly two years with a 25 pop in the first day of trading retirees are expecting a smaller raise in Social Security benefits in 2024 compared to last years histo
Off a little bit still at 1253. 5. We see oil continuing to rise. Nymex crude now trading at 90. 63 per barrel. That is putting pressure on the market. N in the strike story, getting you up to speed in auto stocks. Mix performance from ford, gm, and it still and tense with us to lantus and gm higher on the day and forward a little weaker. For those wondering why you might not see a sizable selloff in the names, the Analyst Community has been weighing in with the argument being that most people expected we will get would get to the deadline and ultimately have no deals. Because you are seeing a strategic approach or by the uaw, the damage in theory could be worse. We will find out what happens over the days ahead. We are watching weakness in the supply chain. The car stocks. The Auto Industry publicly traded version. Carvana and carmax are down today. They were up into the news. Advanced auto parts down it now. We will continue to watch all the names. If there are fewer vehicles coming
Stock buyback. You will hear it on this more than morning, monday, august 15th here on worldwide exchange. Good morning, good afternoon or good evening. Welcome from wherever in the world you are watching im Brian Sullivan thanks for joining us. Lets kickoff your trading week with the check of markets and your money stock futures are mildly lower on this monday down. 30 in the red dow futures off 137 points all this coming off a really nice few weeks for stocks. In act, last week, all of the averages were up 2. 5 or more. Small caps were the big winner. Russell 2000 up 5 last week. 18 in the last month. Something to watch bond yields are flat hard to believe, but true. That is the same level that the 10year treasury was back in midapril. All this fed stuff and sturm and we are back to the levels of spring in bond yields. Lets check energy and natural gas. Crude oil is lower holding above 90 a barrel. Aramco making more than 48 billion in net income last quarter. Natural gas, by the way
This monday morning. Good to be here. Do you call it a love triangle between unity, iron source and applovin. Theyre mediator and unity saying no. The first thing to think about is the fact that apple has released new privacy changes thats the backdrop against which all of this consolidation talk is happening. Theres a new thing called app tracking transparency. Theyre trying to enable certain things to happen within apple in terms of tracking and other things not so a lot of these companies are trying to figure out how to react from that. How to monetize. How to monetize the biggest thing is apple is trying to figure out if they can take more of a fee of what is happening on their platform. With regards to applovin, think of ads in addition to inventory. Do you have as many ads as you can. Unity wants more scale and programmability with iron source its interesting they decided to do that than with applovin theyre the bigger resource. Howard is coming up on the show and he will say why