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BLOOMBERG Bloomberg Markets Americas November 21, 2017

Thatwould be julie would be one of the many superlatives we have had. The s p 500 earlier touched 2600 and it is nearly at that level. What is curious and interesting is that once again, these gains are coming on no particular catalyst. We have a holiday shortened trading week. We have got this big surge in stocks, technology in particular doing well. This is evidenced by the upsurge in the nasdaq. We also have some earnings reports to chew on. We have got two food related earnings, going in decidedly opposite directions. Hormel foods out with sales that beat analyst estimates, but on the flipside is campbell soup, a decline of more than 7 , the most in a single day in nine years. A cut their annual profit forecast. It is hurt by an ongoing dispute with walmart. Basically, walmart is saying it has been cutting its inventory of campbells. That is taking a toll on the company. I mentioned Technology Shares doing well today. We ha ....

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BLOOMBERG Bloomberg Markets Balance Of Power November 21, 2017

With breakingt news that cost the terminal, President Trump spoke via telephone with the Vladimir Putin, what is the latest . Oliver Vladimir Putin just met with the president of syria, so that is what he has on his mind when he wanted to talk about. They wanted to talk about how to get a diplomatic solution to the ongoing war in syria with mass casualties. Obviously, president putin is in line with the president of syria. President trump fired missiles into syria as he does not like what theyre doing, but they are hoping their relationship can read to some kind of diplomatic option. They also talked about ukraine, iran and afghanistan, according to the white house, but that is the top topic they were focused on. Andry president putin President Trump in the sideli ....

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BLOOMBERG Bloomberg Markets Balance Of Power December 11, 2017

On capitol hill. A lot of debate on whether the middle class work feel or remember taxcut. A lot are saying its not a tax cut for the middle class but the wealthiest and the corporations. In the version of the senate bill, and that is most likely to closely resemble the final bill, all tax cuts for individuals 20xpire in 2026 area 36. David is does this mean they wont get a bill . Congress can get it all the way down the field. They are closer than they ever have been. Republicans are confident. Even democrats are saying its going to happen. Now it is up to us to write to in 2018to people why they should vote for democrats versus republicans. They are confident they will all to repeal the mandate. How will they get this . Time. Has a very critical depending on what happens on it tuesday with the roy moore race, that could be interesting if a democrat takes that seat. Are a lot of moving pieces. Remember, Susan Collins said she got ....

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BLOOMBERG Bloomberg Markets Americas October 31, 2017

We are 30 minutes into the u. S. Trading days. Julie hyman is to it breaking economic data. Is on consumer confidence, coming in ahead of estimates. The Confidence Index rising to about. 9 versus 125. 9, quattro points better than estimated by economists. In addition, we have the Chicago Purchasing Managers index higher than estimated at 66. 6. Very little change at this point in time, the nasdaq gaining a not muchre but movement. Lets go to a there is movement deal talk and earnings. We have a lot to talk about. Rockwell automation gassing up big as shares of Emerson Electric fall. Emerson has offered to acquire Rockwell Automation, trying to become one of the largest providers of equipment and software to make factories more efficient. They r ....

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BLOOMBERG Bloomberg Markets Americas November 14, 2017

But at the highs of the session. , coming off the lows when the picture was looking a little bit worse. The picture improving. What is behind some of this, a low speculation, perhaps worries about tax reform and the Producer Price index come in hotter. Maybe worry the fed will raise rates a little bit faster than expected. There is also a cross asset picture happening, especially with oil. This is what started the declines. Iea cut its forecast demand for 2018, citing the 201 price gains and a milder normal7 milder than normal winter would temper demand growth. Thees below 57 and 56 to 55. 5 dollar mark on oil. That is translating to dragging down some energy stocks. Goldman downgraded the oil services and equipment to neutral from negative. Citing caution on their offshore drilling. You are seeing those go lower. Baker hughes is having a ge affect with the ge board may conclude they may need to divest investment, but it could tak ....

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