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CNBC Street Signs July 13, 2024

The tunnel but this is going to be a very painful two weeks. Uk Bank Stocks Fall after lenders ditch their dividends. Joining the european counterparts on calling lenders to hold on to cash sinking deeper into contraction while the italian pmi drops to the lowest in a decade i expect to see some very bad numbers coming out of the economy in the First Quarter, Second Quarter and what it looks like coming out will depend how the virus proceeds lets do a little bingo calling here this is your eurozone pmi bingo numbers. Final manufacturing pmi for march 44. 5 that is the lowest since july 2012 the final manufacturing output number, pmi at 38. 5. The lowest since april 2009. Worst than the flash estimate. Rounding it out with a look at the final new orders the constituent 38. 5 the lowest since march 2009. Clear indication ....

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FBC Mornings With Maria Bartiromo July 14, 2024

I love all three of these people. Individually in different ways. Again you all bring such intelligence and such insight. In rigorous honor dash mike honesty to the conversation. Peter teal who spoke with maria on google. The radio host a. M. 970 and saturday night live alone on the canceling the movie of the hunt. In the Energy Analyst global head. You dont want to miss any of these coming up. U. S. China trade. The economist saying that fears of a u. S. China trade war are increasing. And that they no longer expect a trade deal before the 2020 election. President trump threatening to impose a threat on september the first that would mean that every dollar of imports into this country has a tariff on it. Protest in hong kong still ongoing with over 100 Flights Canceled at the airport today. This is a rough start. What do you make of the
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BLOOMBERG Bloomberg Daybreak Europe July 14, 2024

The streets in a peaceful protest in hong kong, one of the biggest since the beginning of the unrest. Were live on the ground. Very warm welcome to daybreak europe. Nejra is on a welldeserved holiday. Yield overnment on bond yields. Talk of fiscal response from germany. Doing very well. Three little words from the white house. And jackson hole. 30year paperback above 2 paper back above 2 . Week, thereure last was a demolition of view. Mohamed elerian writes an oped. We will talk about it. The risk is that we have talked ourselves into a negative feedback loop. Were overdone on this bond trade. The oil market is reflective of a slightly better tone to the market. Well, thatsery what donald trump has said in regards to trade talks. Drone attacks to saudi arabia. In saudi arabia. Six rigs added to 770. Thats your oil market. Dollaryen has risen by 2 . Is it a oneway trade . Do you want to belong, be long yen . Goldman sachs says yes. You want to be long yen into jackson hole. Positioning ....

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CNBC Mad Money July 18, 2014

Earnings reports alone, even though this is the height of earning season next week. Thats why the game plan starts with russia. We needed to see something this weekend that makes it clear that the russians and the United States arent on a collision course irreversible after that tragic plain crash. We could be in the midst of a terrific rally and it might be wiped out by geopolitical events that are tough to get your arms around. I want to be clear about this. Im not saying you should sell stocks because of ukraine tensions. Im saying that others truly will though. Yes, some Financial Companies have relationships particularly visa and mastercard in russia, but a small percentage overall. Plus, global tensions lead to a flight to safety. Always happens. Which means a flight into u. S. Bonds. When people buy our bonds of course
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Bank & other rate-sensitive stocks fall up to 8% post RBI policy decision

The RBI on Thursday left the repo rate unchanged at 6.50% following the conclusion of its three-day monetary policy meeting. This is the sixth consecutive time the central bank has left policy rates untouched and the longest pause in rates since 2008 in a rising interest rate environment. ....

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