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Transcripts For CNBC Squawk 20240704

Week the s p is tracking for a third week in a row of losses, down 1. 3 nasdaq futures up 73 points. Weve got a lot to talk about on a summer thursday. Our road map starts with earnings walmart posting better than expected results fellow down component cisco gets a lift, beating with its Quarterly Results and talking up a. I. Ceo Chuck Robbins will be joining us here. Plus, investors continuing to digest fed minutes released yesterday. The tenyear note yield hitting a fresh high were going to begin with walmart, raising fullyear forecast the retail giant benefitting from customers seeking bargains. U. S. Comps up by a better than expected 6. 4 and ecommerce jumping 24 led by pickup and delivery theyre clearly taking share because theyre out comping their competitors and the industry theyre crushing it i want to straighten some things out here when you have ecommerce up 24 , when you have advertising, which is just free money, what are the Gross Margins there, 35 , much higher margin. F

Transcripts For CNBC Street 20240704

Good morning, everybody. Welcome to street signs. It is uk inflation day and what we are seeing is that stirling is taking slightly higher after july inflation dates painted a mixed picture for the uk economy. Headline inflation came in at 6. 8 because you can see behind me, that was in line with expectations. But, both the core and services cpi numbers came in hotter than expectations. Jeremy hunter says the nation is not yet at the finish line in its fight against inflation as todays figure puts wage growth ahead headline inflation. The latest cpi print has overnight swap rates pricing and at an almost 90 chance the bank of england will hike rates again by 25 basis points at its september meeting and just over a 10 chance of a half Percent Inflation point. That is 50 basis point increase. Now, this is the reaction we are getting across the income curve today. Interesting. We have twoyear yields stronger on the day. 5. 10 is where we are at. 5. 1 . The markets are pricing in at this r

Transcripts For CNBC Fast 20240704

For u. S. Steel teslas awful august rolls on and the casino stocks crapping out, after a monster heater. Im melissa lee, this is fast money, live from the Nasdaq Market site. And we start off with a surprising reaction to a pretty disappointing earnings report. Shares of target rising nearly 9 immediately after posting q2 results. The stock closing off those highs, but still up nearly 3 on the day. The move despite some big negatives in the numbers the company reporting its biggest revenue drop in seven years. First samestore sales decline in six it slashed fullyear revenue and profit guidance. Still, even with todays gains, target is far underperforming its retail peers, down over 13 versus double digit gains for the likes of walmart, which reports tomorrow morning so, does targets warning raise a red flag for the entire consumer space or is this a targeted issue karen, what did you make of these numbers . I was surprised at the reaction we talked about this in the green room it wasnt

Transcripts For CNBC Squawk 20240704

And later, former saks ceo steve sadove markets trying to get back some of what was lost on tuesday. As you know by now, the dows worst day since july, up about 130 here s p continues to circulate now around 44. 50 you have a little bit more tame vix picture below 16 and that tenyear coming off of 4. 22 this morning. Tech is lagging after yesterdays selloff and now the more recent underperformance of tech after the outperformance of tech so far yeartodate can tech continue to rally as these yields, even if theyre pulling back, settle in at higher levels. And the debate continues about whether the economy is too hot to get rid of inflation for the fed. Just this morning, we got some housing numbers that were better than expected. Industrial production, a litter better than expected after yesterdays retail sales a lot of jokes about the magnificent one or two, as opposed to magnificent seven, although cisco tonight could give us a view at least of enterprise spend and whether that gets a

Transcripts For CNBC Worldwide 20240704

Today. Were going to preview whether targets results will hit that bulls eye. And later on the show, the Company Still trying to get workers back to the office and a looming reset of billions of dollars in commercial real estate loans, a health check on the sector from one of the biggest players in that market it is wednesday, august 16th, 2023 youre watching Worldwide Exchange right here on cnbc good morning welcome to Worldwide Exchange. Im frank holland. Lets get you ready to start the day. Breaking Economic News at this hour the latest snapshot on the state of the eurozone with Second Quarter flash gdp. Our london newsroom has the numbers. Good morning good morning, frank yes, so the numbers have just been hitting the wire now. This is the second estimate for the Second Quarter gdp coming in at 0. 3 quarter on quarter, in line with the initial estimates. No real surprise there annualized basis, were looking at 0. 6 year on year this tells you the eurozone economy did actually show

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