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Transcripts For CNBC Squawk Box 20240714

Take a look at what happened overnight in asia. The nikkei up about a third a percentage point hang seng was flat, shanghai composite down red arrows across the board. Ftse flat at this point. Cac in france down by. 4 of a percent. The 10year right now looks like it is yielding 1. 63 those continue to wick up ground 30year 2. 1 the count down is on. Apple holding a launch event expected to launch three new iphones. Fee occurs may include upgraded processors and new camera functionality. We could see a new apple watch an apple watch was not worn bio d Odell Beckham hes in trouble for wearing a hard object. People still wear watches for different reasons. Jewelry anyway. Including streaming and service. I dont know what odell was using it for maybe he said, it is time i Start Playing better apple products working into team it wouldnt be a matter of cheating necessarily unless you clocksomebody in the head with it what was the score . These are the new browns, right. Welltalk more about p

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Fed officials at jackson hole grappling with how the trade war is impacting the u. S. Economy. Trade uncertainty is sort of a fact of life now. Trade policy uncertainty has been weighing on the outlook. Business investment is not held back by the cost of capital. We have seen already some business spending be weakened because of the tariff situation. What is holding it back is uncertainty around policy, particularly trade policy. The uncertainty of the trade tariff situation. The fulcrum, the center of gravity is u. S. Economic policy, not Monetary Policy is trade uncertainty. I dont think there is resolution likely anytime soon. Trade uncertainty will be with us. What i see some businesses do is become more cautious. This trade war is triggering other actions around the world, other countries thinking about reevaluating their own trade relationships. So this could easily get out of control and easily feed back to the u. S. Lisa there should be a little ding every time they say uncerta

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Is impacting the u. S. Economy. Trade uncertainty is sort of a fact of life now. Trade policy uncertainty has been weighing on the outlook. Business investment is not held back by the cost of capital. We have seen already some business spending be weakened because of the tariff situation. What is holding it back is uncertainty around policy, particularly trade policy. The uncertainty of the tariff situation. The fulcrum, the center of gravity in u. S. Economic policy, not Monetary Policy is trade uncertainty. I dont think there is resolution likely anytime soon. Trade uncertainty will be with us. What i see some businesses do is become more cautious. This trade war is triggering other actions around the world, other countries thinking about reevaluating their own trade relationships. So this could easily get out of control and easily feed back to the u. S. Lisa there should be a little ding every time they say uncertainty. Joining us now from atlanta is matt toms, investment management

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Fed officials at jackson hole grappling with how the trade war is impacting the u. S. Economy. Trade uncertainty is sort of a fact of life now. Trade policy uncertainty has been weighing on the outlook. Already someen business spending the weekend because of that terror situation. What is holding it back is trade policy uncertainty. The center of gravity is u. S. Economic policy, not Monetary Policy but trade uncertainty. Trade uncertainty will be with us. What i some businesses do is become more cautious. This trade war is triggering other actions around the world, other countries thinking about reevaluating their own trade relationships. This could easily get out of control and easily feedback to the u. S. Lisa there should be a little ding every time they say uncertainty. Matt toms,now is luke hickmore, and here in new york, jim keegan. I want to start with you, jim. One thing im struck by, yes, we are seeing a rate cut being priced into markets but it is not giving a boost to risk

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Transcripts For BLOOMBERG Bloomberg Real Yield 20240714

Grappling with how the trade war is impacting the u. S. Economy. Trade uncertainty is sort of a fact of life now. Trade policy uncertainty has been weighing on the outlook. Business investment is not being held back by the cost of capital. We have seen already some business spending be weakend because of that tariff situation. What is holding it back is trade policy uncertainty. The uncertainty around the trade situation. The center of gravity is u. S. Economic policy, not monetary policy, but trade uncertainty. I dont think there is resolution likely anytime soon. Trade uncertainty will be with us. What i see some businesses do is become more cautious. This trade war is triggering other actions around the world, other countries thinking about reevaluating their own trade relationships. This could easily get out of control and easily feedback to the u. S. Lisa there should be a little ding every time they say uncertainty. Joining us now is matt toms, luke hickmore, and here in new york

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