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CNBC Power Lunch July 13, 2024

The day when the dow was down more than 300 points the russell 2000 fairing the worst. Lets go to bob at the New York Stock Exchange remember all this optimism on friday the jobs report helped dispel some of the concerns about recession. Dispel didnt get rid of them. The market started expecting some positive news on trade. We have an escalation of the trade war and thats pressure with the usual names the problem is the markets increasingly coming to believe that a trade deal even an 80 trade deal may be unlikely this year thats a big problem it means potentially lower growth in 2020 it means flat to lower Interest Rates. It means flat to lower oil and it continue emphasize on owning the defensive sectors. Those utilities, those Consumer Staples that have been so much a stand out theis year and so expensive. Th ....

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BLOOMBERG On The Move November 28, 2014

Quarter of a percent. France also trading lower. We are going to wait for the dax to rampup in terms of equity trading. Were going to focus more on brent. Lets focus on commodities more than equities. This is where big moves are going to be coming. Crude oil is down by 9 10 of a percent. We are at 71. 96. Yesterday it fell by more than 6 . Why . Opecs decision to keep prices steady. They are not going to be reacting to the downward spiral in prices, losing more than a quarter of oils value. Could this make some shale projects in the United States lose money . Overall, we are seeing big moves in oil. Also, keep your eye on the currencies this morning. The euro is off. This is about the hope for more stimulus. Will we see it . We had german inflation really showing the problem mario draghi is facing. The german inflation rate in november declined. We are likely to see the eurozone fall lower today as well. Want to see more stimulus c ....

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