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BLOOMBERG Bloomberg Markets Americas July 12, 2024

The week. Vix below 30. We have a stronger euro today. Europe definitely doing better on the coronavirus front. The 10year yield holding at those lows of 64 basis points. Kicking off this week. Investors awaiting report from the largest u. S. Banks. Lets get to brian levitt, invesco Advisors Global strategist. It seems there is more optimism than pessimism on the earnings front. Why should that be . Brian i think it is largely not investors view the Second Quarter as being priced in by the markets. 35 in 20 was down days, pricing in a bad secondquarter, and a big hit to earnings. From there, you assess whether things start to get better as the year progresses. Investors are largely looking out beyond the Second Quarter as there has been resumption in , as mobilityvity has improved, conditions have improved. It is largel ....

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BLOOMBERG Bloomberg Surveillance July 13, 2024

Contribution to the u. S. An extraordinary year to look forward to. Abby, thank you for being with us. There is a lot to talk about in the next halfhour. I want to talk about immigration and the central bank. We have to talk about the markets. You have been the gloom cruz great pin yada. They love to go after abby great pinata. s they love to go after Abby Joseph Cohen. When does it end . All forank you first of having me here for this discussion. Gloom at year end 2018 in many ways set us up for a great start to 2019 in the markets. One of the things i am concerned about is just how happy everyone is at year end 2019. I think what is priced into the market right now is an economic scenario that seems to be the most likely no recession, the economy perking up a little bit, corporate profits in the mid Single Digits, maybe a little higher. It is priced into the market. When ....

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CNBC Squawk Alley July 13, 2024

Care names among those moving higher, mckesson, amer source better again, centene, seen some of them on a tear following news theyre in talks for possible 50 billion or thereabouts settlement related to Opioid Lawsuits Health care versus technology and whats happening with other names, it is an interesting proving point as markets are near record high levels whether theres more momentum. In the past week or so, more trade headlines, not just between the u. S. And china, and brexit this morning, moves more sensitive sectors in the economy. Semiconductors, home builder Stocks Health care you want to keep an eye on, carl back to you at the New York Stock Exchange to everybody, good morning it is 8 00 a. M. At netflix headquarters in california, 11 00 a. M. On wall street. Squawk alley is live. I am
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BLOOMBERG Bloomberg Technology July 14, 2024

Nondisclosure agreements to join the android option. Some are calling the move another example of strongarming the competition. First, what a difference a day makes. Major markets have closed in the green after mondays recordbreaking losses. Tech can be partly to thank for the turnaround with apple, tesla, cisco leading gains. The s p closed up 1. 2 while the nasdaq closed up 1. 4 . Should take investors be popping the champagne just yet . Joining us to discuss, bloomberg Senior Editor michael regan. Should they . Ke they can at least breathe a little bit of a sigh of relief. Tech was the leader yesterday mainly because people saw that fix the chinese currency sunday night, monday morning china time. It was a dramatic move, the weakest fix for the currency on basis since 2015 and it allowed the currency to drift above that seven level compared to the u. S. Dollar. People thought that was a line in the sand. Fix, the peoples bank of ....

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CNBC Closing July 3, 2024

A new high earlier today for jpmorgan, holding its investor day today, Ceo Jamie Dimon says no buy backs at these levels and the stock didnt like that and said he was, quote, cautiously pessimistic about the state of the world right now. Well discuss coming up. It takes us to our talk of the tape, all that continues to rally and if its a sign that more gains are on the way. Welcome in pimcos erin brown. Nice to sea you on the east coast. Nice to see you as well. This everything rally pretty amazing. Does it continue i think it does as we heard from the First Quarter earnings season, strong earnings across the board. Whats important to keep in mind you see an inflection and broadening out not Just Technology leaning in terms of earnings recovery, but its broadening out to more sectors as well. Yes, were trading at highs ....

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