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Now. Welcome good to have you with us on this wednesday to debate and trade the biggest stories of the day managing partner of requisite capital. Far different story now. Take a look at the markets there. Its read across the board happy new year delighted to be year, including my cousin. We havent seen you since november the markets fell apart in december we had a rally back. How do you feel about where we are now . If the markets go down, you wont inviete me back my own reaction is simple. We have some cloudiness whether its the pberlin wall, the great wall or some wall. When you look out to the third quarter, were here now looking into q1 of 2020. The numbers will be very easy. You cannot be a house wentive. A senator that says were not putting an structure of bridge fall down before an election looking into the second half when i think the market is doing quite well the ims shows you a 3. 6 real growth with a slow down in 2020. Thats not bad thats global. For my end, when i look at
GeorgiaUnited-statesNew-jerseySouth-carolinaTexasChinaFloridaRussiaSouth-china-seaBrunei-general-BruneiLondonWelcome to surveillance. The stoxx 600 off about one quarter 1 . The hang seng was lower by more than a percentage point. Risk off perhaps with the trade war escalation yesterday. Thenew those imposition of 200 billion dollars of chinese tariffs were coming. Investors took an opportunity to sell. If you look at european equities , the best performers of an media stocks and oil and gas. High. A twomonth above 72. Brent above 80. Theyd only be boosting production of customers wanted. They pushed back on trumps demands that prices were too high. Three. 08r yield at a handle. A 3. 08 handle. In the past couple of weeks, we have been seeing treasury yields boost higher but dollar weakness last week. Are up 9 . One of the bestperforming stocks on the stoxx 600. Comcast basically knock it out of the park with its bid. Little but below that 1724 right now. We have headlines coming through on the bloomberg. We will show you those numbers as soon as they come through. On surveillance we will spe
New-yorkUnited-statesJapanIranArgentinaAlgeriaPhiladelphiaPennsylvaniaWashingtonBrazilDelawareBeijingBrown, jim lebenthal, jongabelli lets begin with the rally, the dow and s p hitting new records. Mario, good to see you again great to be here, scott great to be here with everyone else s p is up the dow higher for the eighth time in nine do you feel good about where the markets are now . I like them to go down because i like to buy them cheaper. Thats Atlanta Braves record as of tonight so im pitching you on baseball and i want everyone to own a Baseball Team by buying a share at 26 in the event the market is a function of revenue outlook, the world imf has us at over 100 trillion global gdp in two years and economies are booming in the u. S. , the net worth of the household came out yesterday at 107 trillion. Wages are rising cost food is okay but fuel and pinching the consumer a little bit well see rising wages theres nothing that i look at beyond the four ts i look at tariffs. Im kind of neutral on that for a variety of reasons tell me why basically do you think the market is too c
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