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Transcripts For CNBC Fast 20240704

Money,. And with retail earning season about to kick off, we start off with potential to believe the death of the consumer has been greatly exaggerated. Bank of america upgrading the discretionary sector an overweight from an underweight, laying out a host of reasons growing hopes for a soft landing, no recession means more consumption, they say. Plus, consumers biggest debt burden, their mortgage, are in fixed low rates. So, not subject to moves and bond yields. Analysts highlighting rising real wages and earnings beats in the discretionary sector should this signal we are in for strong reports next week guy, maybe were just too worried about the consumer, everything is just fine in consumerland. I wake up for it, mel i know. I understand why theres reason for optimism without question u. S. Consumer will always spend if nothing bad is going on and i always view it through the lens of the stock market when theres an event in the stock market to the downside, thats when
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Transcripts For CNBC Squawk 20240703

Highest level since 2006. So were going back an additional year than what we have been looking at recently. 2year is down 5. 18. The 10year note is yielding 4. 8 and the 30year has ticked a little higher at 4. 95. Meantime President Biden landing in israel early this morning and met with israeli Prime Minister Benjamin Netanyahu. Nbcs jay gray joins us this morning from tel aviv. Jay. Reporter hey, there, good morning, guys. Yeah, the president meeting with Benjamin Netanyahu as you talked about and later today with the war council. Who hell not be meeting with is his arab allies. There will be no trip to jordan. That was something that was planned there. That was considered a pretty important part of the visit in that the president had hoped to talk about ....

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Transcripts For CNBC Squawk 20240703

Delivery numbers that are of importance for us. We dont know how big. No. Kellogg nova set to begin trading today at the nyse. Well talk to the ceo later this hour. We talked about the pain we got through in q3. A bunch of new notes this morning of top pick lists out of the major strategists. So were guaranteed some data. Maybe the fed wont be flying blind into the next meeting. Well get the big jobs report on friday. Well get the jolts report before that to see if job openings have come down and the Inflation Report next week. Those will be the determinants. November is looking like a coin flip on whether the Federal Reserve raises rates. The back drop here of rising treasury yields. The market rates rising despite the fact that were still only expecting one more or no more rate hikes for the fed. The higher for longer mentality has really seeped in to the bond market and ....

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Transcripts For BLOOMBERG Bloomberg Technology 20200123



we hear from the heads of the new york stock exchange and nasdaq on market sentiment for tech firms going public. first, to our top story. researchers are not sure exactly what infected amazon ceo jeff bezos s phone after rows of revelations it was hacked. suspected forensic experts detected a massive spike in data being siphoned from it. hours after bezos received a what s up message from a saudi royal. the malware behind mac remains a mystery. to discuss in washington, marcus fowler, director of strategic threat at ai conformity. and in studio is our reporter. let me start with you. we have had a few days to digest all of this. what do we know about the malware that was implanted in that video message via what s up? we have not hurt not learned a whole lot. other than the chronology of hout jeff bezos s phone was attacked. he met with the crowd the saudi crown prince in 2018, they exchanged numbers. he received this message that presumably included malware, ....

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Transcripts For CNBC Squawk On The Street 20180201

Facebook falls, users are spending 50 million hours a day lesson the social network and happy about it shares set to open at the record. Its a huge day for tech earnings, mike soeflft, alphabet and amazon, all on tap after the bell. Futures signal a sharply lower open obviously a whipsaw week so far. Facebook is the top story. Up in the premarket, the social network post better than expected forecasts and increase in ad sales despite the time spent by Users Falling by 50 million hours a day. Mark zuckerberg last night on the earnings call. The most important driver of our business has never been time spent by itself. Its the quality of the connection and thats why i believe this focus on meaningful social interaction is the right one. The first ever quarter on quarter dau decline in the u. S. And canada they say its not a trend. They say its not a trend i think youve got to believe. The market probably doesnt believe in them becaus ....

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