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Belgium urge eu leaders to step up plans for a no brexit. 50 questions from german lawmakers. We will talk to a member of the team. Rd investigative a warm welcome to the program. U. K. Data. Datac sector net borrowing coming in this morning. Excluding the banking group. At 28. 3ber has come in billion pounds. That is below estimates. The estimate was for 30 billion. That are than anticipated. Really interesting aspect here payhat the Public Sector conversation will look like from here. We have a Spending Review coming wednesday of next week. In july, the chancellor made the point that the fed felt publicsector pay was needed. We are bracing for some effort from the treasury with regard to Public Sector pay. Squeeze in Public Sector pay perhaps coming. We will focus o ....
In dubai. F quite the riskon rally along these markets. Let me give you a rundown with stocks in the u. S. , with futures up. 7 as we speak, and this is given thee impressive climate. Monetary currencies are powering forward. Eurodollar trade at the highest since march 10. In terms of the bank space, we have the german10 year the german 10year, again, a lot of these haven bids. Barrel, you are looking at counterbalancing forces that are kicking in, even though they are revising their forecast to the plus side. Lets get to the first word news now and cross assets with leighann gerrans. Hi, leighann. Leighann good morning, yousef. Beijing is in a new position that drew a rebuke from china and added fresh uncertainty for businesses in the Financial Hub. Legislation,gned saying u. S. Officials responsible for cracking down on dissent in the city. Italy has set a course to nationalize controversial tollroad operator auto strata after al ....
Been interesting. Not just value but also small caps. Also industrials, also cyclicals. They wound up beating estimates, coming in at over 600,000. The earnings went up slightly as well. If you have a miss, you get punished. For global exchange. We will bring you todays market news from around the world, from hong kong to brussels to london. First, we start off in asia where china is firing back at the u. S. Mike pences criticism of his actions against protesters in hong kong. He said chinas actions in hong kong curtail liberty rights. The Foreign Ministry blasted the remotes remarks and said we hope they can get their own house in order. I was quite surprised by their response today. Their response yesterday was much more consolatory consolatory from chinese news outlets. They accused Vice President pence of line. They accused him of arrogance. Y said his speech was and th ....
Ten weeks. But with todays move to the upside in a sector largely exposed to china and ahead of another round of expected tariffs in just a few days, where should investors be looking for protection joining us now to discuss, Oak Mark FundPortfolio Manager bill nygren and nsz capital cofounder, bill slingerlen brad, you have some thoughts specifically around where is a good place to put money at this point. Specifically as it relates to regulation coming down the pike and semiconductors give us a sense, start with semis. Sure. So you know, we think theres no more interesting spot in the tech sector today than in the semiconductor segment, particularly for longterm focused investors. We know theres a lot of noise and a lot of volatility around the trade war and the trade talks that are going on now. We think ultimately, were entering sort of an ai cold war phase between the ....