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CNBC
Mar 29, 2016 12:00pm EDT
. there is a consensus that china's economy will slow in the coming years as it transitions away from investment toward consumption and from exports toward domestic sources of growth. there is much uncertainly however about how smoothly this transition will proceed and about the policy frame work in place to manage any financial disruptions that might have come. these were highlighted by it earlier this year over china's exchange rate policy. it relates to the prospects for com.d.ty prices, particularly oil. for the united states, low oil prices will likely boost spending and economic activity over the next few years. because we are still a major oil importer. but the apparent negative reaction of financial markets to recent declines in oil prices may, in part, reflect market concern that the price of oil was nearing a financial tipping point for some countries in energy firms. in the case of countries reliant on oil exports, the rule might be a sharp cut back in government spending. for energy related firms, it could entail significant financial strains and increase lay offs. in the
CNBC
May 8, 2017 12:00pm EDT
% and you get a company like apple that we heard about china, china was a little bit weak. pete's done an excellent job talking about india, up 20%. and lock at where we are. you want to sell the market with a vix below ten now? below ten. >> that's a cop ver sags in and of itself. let's stick with apple. drexel hamilton raising its price target to $22 a share. it's not the highest target on the street. brian white is the analyst behind the call. brian, welcome back to the halftime report. >> hi, scott. >> you're being bullish is not a new story, but thousand, more so, why? >> i think what we're starting to see her are the dark clouds around this valuation on apple, which has been with this company for several years start tog part wiis, so sentiment is starting to change and we have four pi pillars going forward. iphone 8. valuation 11 times x cash ch capital return. we heard about it last week, but it's not done and new innovations on the horizon. so i think the market is starting to get it. but it's still early stages. i think there's plenty of upside left. >> is that one of the
CNBC
Jul 31, 2012 12:00pm EDT
time in a long time. there is an international business ramping nicely. the china business is doing 300 million a year. the japanese business is up 18% and things look to be ramping pretty nicely. >> what is the deal? has frankfurt at coach miscalculated in the kind of strategy that this company should have? their buildout in china hard to argue with. the numbers in asia hard to argue with. strategy in the u.s. do we need to reassess? >> i think we need to ask the question what are the impplications for a real competitor coming into the market. it looks like michael kors is trying to steal the market share. it has competitive impplications for coach. coach can either give up comp or compete and give up margin. it is a tough spot to be in in north america. >> how about that coach has run its course and every other fashion stock comes to a head and finds its products on the discount tables rather than people that set fashion trends. >> it is hard to make that case when you look at companies doing 70 plus gross margin. they are guiding for low to mid single digit comps for the year. it
CNBC
Nov 1, 2012 12:00pm EDT
better than expected. china pmis were better than expected here as home as well, consumer confidence the highest since september of 2008. industrials, material, leading the way on wall street today, which is slowly getting back to business. it seems though hardly business as usual for many market participants and steve grasso is on the floor of the nyse with an update on how it's all going. >> you know, fortunately, we have an alternate site where if we have issues, we can conduct business, but as you just stated, the marketplaces are getting back to business and unfortunately as well, the death toll still continues to rise, so we want to say aur thoughts and prayers are out there with those families who have suffered the most. >> can you give me more color on the hardships and challenges you're facing? you walk around on the floor with a hand held device, you're executing trades for very large clients. what's it like? >> you have to have work r arounds in this business. the new york stock exchange has done an excellent job, but verizon has a lot of issues, so you want to have work a
CNBC
Mar 17, 2016 12:00pm EDT
-term while i'm looking for a bull back here, think about this. china's m-1 year over year is ramping. the ecb is buying corporate debt and the u.s. isn't tightening more than they would. if that doesn't figure out a growth move over the next 12 to 18 months i'm going to be wrong. >> dow is positive on the year and keep an eye on that. nearly 428 is where we are there. do you buy this? tow buy what tony is selling today? >> i think the market continues to move higher for all the reasons we have talked about. energy prices healing themselves. and i think earnings are going to be okay in april and the guidance knowing that the dollar is lower, we will come out of the earnings recession. the dollar and the guidance about that is going to be favorable. so i think that earnings are going to be actually a catalyst to move the market higher. >> but i heard you say 3 to 5% drop near term. >> right. a month ago. ordinary reason my birthday february 11th, what a great birthday that was. the bulls eye bull. so everybody is taking more on recession. i don't believe fundamentally. >> i don't think
CNBC
Dec 21, 2015 12:00pm EST
that his wealthy parents coddled him into a sense of irresponsibility. rescuers in china are searching for at least 991 people missing after a landslide. a mountain of soil and construction waste buried dozens of buildings at an industrial park. rescuers in indonesia are searching for dozens missing from a ferry that sank off the coast over the weekend. so far, they've pulled out 39 survivors and three dead from the water. 110 passengers and 12 crew members were on board. the faa is now requiring drone operators to register their aircraft on its website. to receive a certificate that will include an i.d. number which must be marked on the aircraft. that's the cnbc news update at this hour. back to you, scott. >> one of the country's most followed value investors is out with his 2016 forecast. joining us now to discuss it and the likely winners he sees is john rogers. he is the ceo of ariel investments. good to see you before this year wraps up. hope you've been well. >> yeah, great to be back. >> the fed moved. what does it mean? >> i think this is such a modest increase that
CNBC
Feb 11, 2016 12:00pm EST
hike. she mentioned china and other e assets out there. the fed is not look iing the wot part is trying to sit around the table and gain out what could yellen say that would make everything all right. i think there'sfully one clear answer. i think if she said qe. i think people would be skeptical and if she said indicarate cuts, people would be skeptical. >> josh brown, you want to give us what you think the fed chair could say to make i vesters feel better or get what they want. do it concisely. >> i think maybe the fed has gotten to the point that they realize making the markets feel better for 24 hours will not help them achieve their goal. it almost seems like they are letting the markets be the markets and sticking to what they have been saying. i'm not sure that yellen coming oit and saying we're about to do negative interest rates means anything will be fixed in the financial markets. i don't know what she could say other than to give this kind of testimony, get through it. i think i agree with most people here on the desk, less talking outside of this kind of congressiona
CNBC
Nov 13, 2014 12:00pm EST
market growth. they have to develop the market in china first. >> they want a big play here, you know that. >> -- could there be a link up there? that's a monster move if they do is that. >> well, the crude crush continues as oil plunges 2.5% to hit a fresh three year low today. jackie with more. and a daily story it becomes. jackie how low is crude going to go. >> that is the question, scott. and good mafternoon to you. we've been watching closely. the losses accelerating later in the session even after we had an inventory report from the department of energy that appeared to be bullish. anthony look at this drop, what's happening here. >> that is the key, is brent. that contract expires today so they are putting a lot of pressure on that market and that is carrying over. honestly with that said, trading is all about risk/reward. and i think there is a lot more reward to the underthan the down side. i don't know see it going a lot lower. >> a lot of people i'm talking to don't necessarily agree. you are looking at the charts. what do you sigh. >> i'm one. i got one word. sold. w
CNBC
Oct 30, 2015 12:00pm EDT
, and then china. this article in the wall street today, those two babies, indicate what's coming out of china. right now 40% of china is consumption. the united states is 70%. if we grow at 10% a year, which i think they can do over the next five years because they focused on it and then the rest of that country grows verz what it was growing before, you are talking about a global impact growth in china of 6%. is it worthwhile? yeah. are we going to solve all of our structure? the united states is a dip and a deficit that are just awful. bottom line, i think it's going to be okay in 2016. >> i think there are some large investors that would like to see china do even more. david was on the network thorping. i would like to listen to what mr. tipper said, and then we can react to it on the other side. >> the chinese surprised with lower rates. you know, there were a surprise too. >> do you think the economy here is strong enough to offset what additional weakness came out of china and the emerging markets, or are you still concerned that you could have an economic issue somewhere down the
CNBC
Nov 10, 2014 12:00pm EST
in china. it's a made up event that has become a very real phenomenon. alibaba expecting to bring in $8 billion in sales on this one day alone. truly remarkable. the stock by the way is up yet again today. and as we look at that, we send our own david faber all the way to the company's headquarters, to capture the flavor of this event firsthand. david? >> singles day is under way here in china. at the headquarters of alibaba, the auditorium we're in tracking the progress of sales which have exceeded over a billion dollars globally at this point. most of that, of course, takes place here in the country, but this year, alibaba has tried to take a holiday that it essentially created back in 2009, with the modest effort to say to single people go out and buy yourself a gift and we'll give you a significant discount, not trying to take it global -- now trying to take it global. following the company's ipo not long ago, did $5.8 million in gross value on singles day a year ago. people stop their buying and then stock up if you will during singles day to buy so many of the items they want a
CNBC
Nov 3, 2017 12:00pm EDT
the world's fair. >> services, china returns to growth how do you like that >> and india, the doubling of revenue. look at the internationals 62% start to look at the services. yes, 30 billion, by the way, just under call it 30 billion will round up a little bit, but absolutely incredible, and then how about the miscellaneous category for the year. miscellaneous, another $12.7, $12.7 billion in miscellaneous do you know what the revenue was for the last quarter at facebook, around 10. it gives you a little idea what apple has become they are the monster, the behemoth and they are growing. if that growth, sooner or later that growth is going to slow down, we know that, but right now you've got the tailwind of the upside demand in china and demand with the x. i called it the x and got in trouble. >> i'm glad you mentioned facebook, $500 million market cap. by the way, steve weiss, tim cook has added, added, $540 billion in market cap to apple since taking over in 2011. >> quote, unquote, the caretaker ceo. >> want to look in the camera and give tim cook a mea culpa on he's not i
CNBC
Aug 25, 2016 12:00pm EDT
from china. but that explains why the last two months have been so horrible for copper. it's because the fundamentals are terrible. and over the past week, it's gotten even worse. it seems that copper, gold, and crude oil all expect ms. yellenyellen to be really hawk in. it's now below all the relevant moving afternoon. s, and with a relative strength index, which describes momentum at 35, we know that it's not yet oversold. >> bob, does it stabilize here or do we go lower? >> well, it looked for a while like it was forming a bottom. copper, as you mentioned, kind of has a ph.d. in global economics, but that relationship has kind of broken down. copper has really been at a down trend since 2012, and it's not predictive the way it's been. at the same timeframe, s&p is up 61%. i think the issue here is that there's more downside to go, as scott said. i'm looking for copper to reach 203 in the next couple weeks. >> check out the online show at the top of the hour. we're talking to zev spiro about where oil goes from here. dennis gartman is talking to us about gold and bonds. >> thank yo
CNBC
Oct 27, 2014 12:00pm EDT
demand. on the demand side and i think you to look at europe and i think you have to look at china, the economic data. >> the data has softened recently and that has exacerbated the problems that we're having in the united states where we are actually producing huge quantities at this point. it's this really bad combination. opec not cutting production. cutting price. there were rumors they might cut production. no word of that at all. i think the volatility is here to stay for a while in the market but i think back to mike's point, earnings really took center stage last week and we were able to rally because earnings are really good. they're running about 9.5%. and so i think you want to focus on those companies. when the stocks fall like ahere, for example,s, reported a good number, stock down 2% today. up 6% friday. down 2% today. you look at that, microsoft, google, i think you look at the companies that delivered on the earnings front and that's where you put your money into this volatility. >> you think qe ends this week, you guys? >> yeah. >> absolutely. >> and how is the ma
CNBC
Dec 8, 2015 12:00pm EST
commodities need to happen. the infrastructure got built out to satisfy or try to satisfy china's insashable demand. if they can come back, the commodities will come back. for now we're flat on our backs. >> thank you very much for weighing in on the commodities slide. always good to see you. let's get more trades here. any names worth buying right now? or any names on the flip side worth completely avoiding? pete. >> there are probably names worth buying. why get in front of the train right now? what you are talking about, some of the derisking, some of the tax loss type situation, that pressure, that might go on throughout the rest of this month into the beginning part of swran. obviously then we'll start to see the perculate back out. i think the interesting part now is we've been getting the signals for a while now. you go back to november. look at where the ovx was. it was under 40. here we are today. we're over 52 again today. there's extreme volatility, which tells you that people just don't really have a great sense of what's going on. you have margin pressures. you have i
CNBC
Oct 23, 2017 12:00pm EDT
. many people are settling contracts in china with bitcoin because it's so much more efficient. >> thanks for calling in, b.k. >> my pleasure. >> and for those of you who watch "fast money" at 5:00 know that brian is better than anybody in terms of focusing and investing in this certainly fast growing and somewhat controversial vehicle. i mean, i can just tell by the reaction on the desk. >> it's an asset, not a currency. >> catch brian regularly on "fast money." >> it's an an asset, not a currency, but if doesn't have to be a currency to be successful. >> i'm always like personally taken aback to hear somebody have such a strong opinion on something that they know absolutely nothing about, never researched read three articles and they say this is going to go away maybe it will go away. >> and you're hitting alwid. >> somebody with authoritarian regimes in a feudal company. shouldn't be shocked that they don't love something that no government can control right now. that's exactly what you should expect and almost makes the bulls' argument for them to hear people in that positi
CNBC
Oct 17, 2017 12:00pm EDT
that but when you look at economic date ar in u.s., in europe, in china, all very good right now stronger dollar. 1290, 1285, those are the 15 and 30-day moving averages we're through that 1254 i think we go there. >> today on the live show we're joined by the man who called the huge rally in copper, mike dudeas of vertical research partners plus trade ideas for gold and the dollar as well, all at the top of the hour, "futures now.cnbc.com >> we'll do some final trades right after this quick break well, it's earnings season once again. >>yeah. lot of tech companies are reporting today. and, how's it looking? >>i don't know. there's so many opinions out there, it's hard to make sense of it all. well, victor, do you have something for him? >>check this out. td ameritrade aggregates thousands of earnings estimates into a single data point. that way you can keep your eyes on the big picture. >>huh. feel better? >>much better. yeah, me too. wow, you really did a number on this thing. >>sorry about that. that's alright. i got a box of 'em. thousands of opinions. one estimate. the earni
CNBC
Jul 2, 2012 12:00pm EDT
, obviously given the situation in europe, new data out of china. what do you do today when a flood of data coming in next tiff juxtaposed against the euphoric reaction on friday. >> coming from the 21st, philly fed number came out, supposed to be unchanged, came in 16 six basically. from there, that should have been the canary in the coal mine but it wasn't. they ratcheted down numbers. still good for today. market moves have been mass because of what was going on in europe. right now at the 100 day moving average. called 1359-ish, just to be safe. moving average 1339. once the shortened week over, people concentrate on earnings, market moves right back down. >> i don't know if it will move back down but the next focus, earnings reports. a flood over the next couple of weeks. go to our call of the day. goldman sachs calling for an 8% drop in the s&p by the end of the year. nike and forbes, downside risk in the near-term, s&p 5001250 by the end of the year murphy, that's what goldman says. last week on the show, tony dwyer, one of the firms out there 1575 is what he says in the s&p. real di
CNBC
Aug 8, 2016 12:00pm EDT
country of its jobs and its wealth. she supported bill clinton's nafta. she supported china's entrance into the world trade organization. she supported job-killing trade deals and that was a really bad one with south korea, and she supports the trans-pacific partnership. not now, but very soon if she wins, and we can't let her win, because that will be a disaster for detroit and everybody else. [ applause ] let's talk about south korea for a moment. because it's perfectly, and it just perfectly illustrates the broken promises that have hurt so many american workers. president obama and the usual so-called expert who has been wrong about every trade deal for decades predicted that the trade deal with south korea would increase our exports two south korea by more than $10 billion. resulting in some 70,000 jobs. like hillary clinton's broken promises to new york, these pledges all turned out to be false. instead of creating 70,000 jobs it has killed nearly 100,000 jobs. according to the economic policy institute. our exporting to south korea haven't increased at all, but their im
CNBC
Jun 16, 2017 12:00pm EDT
have an internet press ens that's growing so that the bricks and mortar exposure is less china and asia still a relati relatively part of the overall picture. any thoughts there >> no, so, you bring up a great point. the one of the things that does concern us is that international has expanded 15% on average for the past three years. going forward they cannot afford a hiccup in china or europe, which has expanded extremely again, mid teens growth in those regions. to me, the north american marketplace will be in disruption over a multiyear period this focus on experience and service and they think they can cut their lead times in half this is what's needed. the larger will survive. nike will be a survivor. they're a good company well run i think it's going to be longer than you think the north american marketplace -- this will be a name that will be back to at some point but i don't know that it's goinggoing to be as near term. >> what about under armour i know you've spoke p about it already. is there a halo effect in any meaningful way to the warriors win ining the nba title and cury
CNBC
Jul 3, 2012 12:00pm EDT
, down 1 1/3%. must be related to china concerns. >> a long slide also. got to realize 45% of sales coming out of china and that's been where all the growth has been for this company recently. china is not doing so well. that's not going to do well for the company either. personally if you want international exposure and want to be in the food space, i would much rather be in mcdonald's or starbucks. >> right to our chart of the day, bank of america, sell side indicator dropping to a 15-year low. josh brown mentioning it earlier in the show suggesting strategists are more bearish now than they were during the height of the financial crisis. that, of course, the report. but before you go hiding your money under the mattress, in its notes today bank of america says and we're quoting here, given the contrarian nature of this indicator we're encouraged by wall street's lack of optimism. are you, joe? >> they have to do this. mind-set shifted. going from getting rich to staying rich. think about july 2008. were there any six-month price targets where the s&p was 1200, up 900, absolutely
CNBC
Nov 11, 2015 12:00pm EST
any of the numbers coming out of china 100%. then getting to a little more microlevel, i think alibaba specifically there are some trust issues in terms of sell side firms here in the united states, and what all xwraub is putting out. i also think that there's an institutional issue with the vie structure in general. it's not really the same as buying other internet common stocks. >> request each happy to be in because i do think that the stock is over penalized because of the trust issues. >> inevitably we always compare it to amazon. which is a better stock bet right now? joe, what do you think? >> amazon. i think amazon mreelgts. i think what are you seeing in terms of revenue growth, 23% plus year on year, 20% quarter on quarter, the ability, the investment that they've had in infrastructure, logistics. the web. i think it's all playing out in their favor right now. technically it looks absolutely sensational. >> the price structure $800 a share. >> 830% this year. >> another $50 to the up side. i think a lot of what you are talking about, i still think with ceos around the
CNBC
Nov 14, 2014 12:00pm EST
bigger in china. that was up 20%. that is the area why i think they are going to attack and that's where i think there is that much more and the margins over there the fantastic. >> from one najarian to another. that means it's time for unusual activity. and when something unusual does happen, one of those guys tries to find it and make money on it. jon -- it is not even in the teleprompter anymore. jon is the co-founder of the option monster. >> it's emc unusual activity. stock is down 27 bucks a share, run up basically to 30 bucks in a month. and then look at what they are buying. betting on upside from there. december 31 calls. look at these calls. and basically you have seen them move up from this area, 20 cents a share -- an option up here to 40. i think they go a lot higher. they have traded nearly three times the open interest, which means these are opening trades. these aren't just somebody coming in and selling out a position they already owned. we ran along with them. i bought them. probably hold two to three weeks because this is december expiration. >> i got a lot of ju
CNBC
Aug 7, 2012 12:00pm EDT
china and then the u.s. you have this global stimulus trade going on as long as people keep buying into it market goes higher. >> murph you have a global floor under the market right now don't you? >> you do. i'm going to agree with everybody on the desk right now, scott. i think the market has more upside here. the 1422, 1425 level is key. there was a note this morning i thought was interesting. there's been over $3 billion worth of call buying on s&p calls that expire in august. the dealers are going to have to go out and buy the market. as the market moves higher for every 1% move up you're going to see $3 billion potential of buying coming into the market. which could push a minor rally even that much higher. so i think we're going higher from here. >> you think we've got 20 or so more points s&p to go here. what would you be in to to ride that? >> you see trading caterpillar. i think the things that have been working will continue to work. i know it sounds trite and i don't mean it to. some of these dollar stores will continue to work. some of the energy names, we talk about s
CNBC
Jul 10, 2013 12:00pm EDT
trying to rise a fifth day in a row. stunning new data out of china paints a dismal picture for that country's growth and feel the beat down by emerging markets and our question to the traders is this. how long can the u.s. outperform and keep the rally going when the rest of the world is falling apart? we are trading the action today. pete, that question goes to you. how long can this rally last? >> well, as long as mr. bernanke stays behind us, i think he can last quite a bit longer. yes, those china numbers were definitely something concerning. take a look at the reaction from china. len then look at the reaction we have here. when you look at the volatility index, we remain under that 200-day moving average. we broke underneath there last friday. low volumes when you look at friday and monday. it's back again today. tells me that folks believe in this breakdown of the volatility index. people are not asner vous as you'd expect. the financials a little of a pullback today. yesterday's reaction, that reversal out of goldman sachs, moving to the upside, i think there is more to come
CNBC
Oct 19, 2017 12:00pm EDT
"halftime report," i'm scott wapner. apple, stocks concerns over sales in china, maybe iphone concerns too is there a real reason to worry or should you buy today's dip? wi let's begin with america's best loved stock, the world's biggest company under pressure this hour on a couple different reports. josh, how serious should we be taking them today? >> if you're an investor you want to always pay attention to what the news is and probably shouldn't discount anything, but the real question is do you react to it? so we actually went back and looked, every single iphone launch within let's say the span of six weeks there were supply chain rumors making their way to the sell side that generated either cautious notes. in other words, these things are never like, hey, we're hearing great things about the next iphone, time to get in you almost never saw those headlines. all the headlines we found were this is a reason to be concerned, orders aren't as strong as expected, this or that carrier. so if you've ignored them all, congratulations, you've made like 1,000 percent on your money
CNBC
Mar 30, 2015 12:00pm EDT
easy monetary policy is thinking about it. that's what you want. people's bank of china obviously a good thing. >> ben willis down on the floor, is that what this is about? >> absolutely. ive said all along without china we go nowhere. we were able to export the economy in the deepest, darkest recession. we need them to continue to have that benefit. we need to make sure they maintain their currency at respectable enough levels as well. >> i have our host today, the global head of alternative investments at morgan stanley wealth management. great to have you with us. >> thank you very much. >> give us your view of where we sit right now in the markets at a time when you have so many different things going on. we're prepping for when ever the fed is sgoing to first raise rates. here we are with a 260 point plus gain for the today. >> i think it just speaks to the amount of uncertainty in the market f. you look at a number 067 differe-- of different fact. all these things are contributing to more volatility. as a gentleman who focuses on long-term capital, that creates opportunity for
CNBC
Sep 15, 2016 12:00pm EDT
states averaged a 3.5% growth rate. but after china joined the world trade organization our average growth rate has been reduce d t only 2%, manipulation which is a big one, and intellectual property theft have taken millions of jobs in wealth right out of our country. so sad we allowed this to happen. our incompetition incompetent politicians were not pay iing attention. this should have never been allowed to have happened. there is no great secret that many of the special interests funding my opponent's campaign profiting from these terrible trade deals. they are terrible. they are terrible for everybody. they advise hillary clinton, the same people who gave us nafta, china's entry into the world trade organization, the job killing trade deal with south korea, another disaster, and now the transpacific partnership that they're pushing so strongly. they just race to get comments from, have been proven long for over such a long period of time. every prediction has crashed. it has just crashed. they've been so absolutely wrong and they've been so bad for our country. wages have decli
CNBC
Apr 8, 2015 12:00pm EDT
has been, continues to be, and you and i talked about this, china mobile. look at chl. why is that? apple is losing in certain parts of the world. not in china. their market share is staggering there. continues to grow. china mobile still not high. i think this name goes higher. >> good day to have -- there's china mobile to your point up 7.25%. >> there you go. giddy up. >> right. >> let's bring in btig's walter piesick, not his downgrade, he has a buy on the stock, $150 price target but you want to weigh in on what we're talking about here related to apple. >> well, i think you guys mentioned currency being an issue but currency was something that has been known about for some time. that's not a surprise to anybody. in fact, apple on their own conference call talked about the headwinds of currency how it would have a 5 percentage point impact on revenue growth. so that's really not breaking any new information. frankly, the fact that asp for phones being down in the march quarter sequentially not new information. they've been down in the march quarter every year other than i thin
CNBC
Nov 11, 2014 12:00pm EST
you don't want to be there. it's cutting revenues. i don't want to be in europe yet or china. and surely don't want to be in russia. but i do want to be in the u.s. in terms of crude, it is going to be a huge positive for the u.s. and the best thing about it. i don't think i don't believe the decline is driven by lack of demand. it driven by supply. so i think it sets up nicely in the u.s. could we have another 5 to 10% correction? absolutely. but i don't think we have it near term. >> murph, these months are th y typically good between now and the end of the year. >> i think the market is poised to continue to move higher. but i this i you get pullbacks, as steve just pointed out. phil brings up energy and cost of fuel. that is a mamg positive. however we've gone from 1820 on s&p to 2040. so 220 s&p points. you are going to get some pause in this market at some point. i'd like to point out facebook. they came out and had a great quarter and they have been stuck down here about 10 or 11% off all time highs in low to mid 70s. look at technology, look at apple taking a pause. facebo
CNBC
Jan 7, 2016 12:00pm EST
china. let's get over there. >> guys, thanks so much. welcome to "the halftime show." joe teranova is here along with stephen weiss, josh brown. also from new york today, kathy lien, managing director. our game plan looks like this. target practice. when will apple shares bottom? the top ranked analyst who said on this very program that the company's best days were behind it. once again, joins us live. bullfight. our desk debates famed market watcher jeremy segal, who says stocks could still rise 10% this year. is that really possible? we begin with a continued selloff in global markets with a picture at this hour a bit different from where this day began. here is where we stand on wall street. stocks coming back quite a bit after plunging to a three-month low right out of the gate. once again, china, front and center. trading there lasting less than a half-hour before circuit breakers kicking in. no surprise, u.s. stocks not reacting well to that. nor did they react well, guys, to the continued, steve, devaluation of the currency. yes, the dow is only down 200 now, and i say only
CNBC
Jul 18, 2012 12:00pm EDT
been crush. ved. we all know china is slowing down. we all know they're going to do whatever they can to spark the economy a little bit. i think you can look at a caterpillar, a company that announced earnings last night, united rentals. uri. they're going to make a move higher as you see the continuation of another beaten down theme. homebuilders. you look at toll. look at lennar. look at pulte. they continue to work. 15% of the market, the new homes market, is seeing strong demand. right now in a typical market, average market you have new homes and inventory at roughly 6%. currently as it stands as of today new homes and inventory 4.7%. what's that telling you? there's more demand than there is supply. prices are going to go higher. >> let's talk more about china right now. may be the make or break investment in your portfolio right now. it's certainly one of the topics that we've been focusing on today here at delivering alpha. i want to bring in nathan sandler, co-founder and managing partner. i listened to your presentation earlier. some of the headlines, the takeaways that
CNBC
Jun 26, 2012 12:00pm EDT
, the great decider whether you'll be back in the market or not? >> that's half of it. china is also a big desire for me because i think they will continue to slow. the best news for china it's stayingocity headlines because of europe. i have no reason to believe europe is going to do anything other than what they have done in the past, come out with an announcement, not follow through and have it not be enough. to me, too much complacency on the market, doesn't reflect risks. i'm staying out of the market, not going anywhere near it. >> summit could turn into a fiasco that may well prove fatal. >> scott, i think it will. look, i agree with my colleague steve weiss. the s&p still up on the year bucyk lickal is not. cyclical stock, caterpillar at a new low for 2012. i think cyclical stocks are getting it right. the reason they are, they are particularly international and they realize how weak both china and europe are. in europe, we keep hearing talk about solutions. i don't believe there is a solution. no growth in the periphery. out of italy, retail sales news. retail sales plummeted
CNBC
Nov 3, 2015 12:00pm EST
, but at the same time we have this overhang from the fed, and we also have this overhang from china so there's a lot of competing forces out there. it's creating a lot of volatility. >> when you say, you know, china, how closely tied is what happens in, you know, the swrap knees equity market tied to what's going on in china? >> it really depends on the sector. there are certain areas of the market that have a pretty high correlation to what's going on in china is and then others that are not really affected at all. you know, one area that i would point directly to is the tech sector. you know, tech is one area of the market that was really beaten up are not some of the issues around china over the summer, and i think what we are seeing right now is some element of mean reversion. >> are you still a believer in the three ro's? >> i am to some extent. i would like to see -- >> and that being -- i should also say just for people that don't even know what i'm talking about, the -- you know, abe's plan to stimulate the economy and get growth really going back in the right direction. you
CNBC
Apr 11, 2017 12:00pm EDT
auns understanding the recovery in india and china, i think that's the source of the opportunity. but the guidance looking forward now that you're seeing that recovery could be a wild card. >> wildcats. sea gate. they say upgrading shares to buy on the opportunity for earpings upside. >> i see that. storage is everything. so why not. sea gate, whether you're solid state drives are my favorite, then we've had a lot of activity in western digital. whether chips or storage. >> pete, western dig, jpmorgan goes overnight. as prks. >> the acquisition is something that's huge when you look at western digital needed to do, which was add something along the a. they did that. that's something that i think is going to add to the bottom line in a huge way when you consider what they did and how they're moving. by the way, yesterday, it happened yesterday, by 5400 of the upside calls in western digital. what a great timing. >> joe, toll brother, rbc capital, outperformed. they go to the $43 price target from 37. they met with the ceo and are raising the price target. also raising their estima
CNBC
May 12, 2014 12:00pm EDT
around the world we have seen. what is also interesting, comments over the weekend president of china talking about the new normal for china actually being a slower growth environment yet the market everyone was so concerned about bringing down the global equity has done actually nothing. the fact we're rallying today proves the point the market investors seem to be comfortable with what's happening around the world. i feel like we will test 1900. it will hit some resistance there initially and back off of that and surge one more time as we go through. >> we cannot have this situation sustain itself that long, can we, where the small caps fall apart and high growth rates fall apart. everything is rosy and everything is good. >> what i think will happen, i'm a little surprised the market is as strong as it is but not a lot of volume. we saw the russell break through and the uptrend from the november 20 line and we will see how that ends the next couple of days and nasdaq testing two or three times. if these start to break then i think you will see a broader pullback in the market, not
CNBC
Nov 9, 2016 12:00pm EST
years in many countries. it certainly makes for employment. look, china has been up and down, but continually to move up, although, you know, like anything else, it's been some down side, up side. you got billions of people around the world looking for a job. if you are -- if you are a worker there and you have friends, this is a way to almost change the retail paradigm by going in and selling this product. i think it is a good product. i use some of them. i use the vitamin that they have. it's kept me from getting a cold, actually, i think. what i'm saying is that i think -- i think that it's a great paradigm. i think -- again, i have no personal animosity with bill ackman. in a certain way, i have to put it this way because we've had our differences. i sort of like him. i think he is an interesting guy. i just think he is just dead wrong in this area, and it's unfortunate, but sooner or later that's going to come to a head, and -- but i think obviously it's under valued, but -- >> right. >> i just bought the s&p when i but i think -- >> i was tongue and cheek. thank you for call
CNBC
May 18, 2017 12:00pm EDT
20 odd percent, and japan and china are 22%. so i think the global economies for 2017 are good. 2018 will be better. i think the notion of what we're looking for, the fiscal stimulation, the reg reforms and hopefully some change in the tax rates for corporations. another plus, even if it's delayed. so the automatic stabilizer was the 222, it was 222, the ten-year government bond coming down provides a margin of safety, but there is a limited margin of safety. >> we told you we were keeping an eye on that continuing hearing down in d.c. involving the treasury secretary, steve mnuchin. one of the spicier moments in the exchange that he had with senator elizabeth warren who is standing by right now. >> senator warren is here with us. senator, could you tell us a little bit about your effort to press the secretary on his position on glass-steagall. >> remember that's about separating every day banking, checking accounts and savings accounts from high-risk investment, risk taking that only the larger institutions do. back during the campaign donald trump said he was in favor of breaking u
CNBC
Oct 28, 2016 12:00pm EDT
do own it. i love it. i bought it when they talked about their growth strategy in china. they're sticking to it. they're on it. they get it. it is absolutely another long-term name to hold, we're seeing our clients involved and active in it. it is a very, very good name for the long-term. >> jimmy? >> i think there is some cross currents we might miss under the big names we're talking about. want to highlight. >> please. >> we mentioned time warner. there is a few entertainment companies reporting next week and they can certainly comment on the environment for the merger space. so cnbs is one. lions gate is another. you got adidas reporting. you had under armour and nike disappoint. so we're going to see has adidas been winning share. >> we know they have. they have had this amazing resurgence. >> but are they going to say something that gives the whole sector a little bit of a pause here? it is hard to imagine that even though adidas has done so well, that those other two, which are powerhouses, have fallen that hard. >> judge, lulu, keep an eye on it, because of the explosion t
CNBC
Oct 31, 2017 12:00pm EDT
half days, and we'll get back very quickly we're meeting in china, in south korea, in japan, and we're going to vietnam and going to the philippines which is a strategically important location where the previous administration was not exactly welcome, as you probably remember the democrats will say our tax bill is for the rich, but they know it's not, and what they will do is -- they don't even know the tax bill. the tax bill hasn't even been really put out yet it will be over the next short period of time, but they immediately say, oh, it's for the rich it's for the rich, because that's the right thing to say, i mean, for them, but it doesn't work, and they know that in fact, i think we'll have some democrats joining us in voting for this for the reduces taxes because it's a tax bill for middle class it's a tax bill for jobs it's going to bring a lot of companies in, and it's a tax bill for business which is going to create the jobs we're bringing it down from 35 down to 20 while i'm in asia members of my cabinet will be traveling all around the country talking directly to taxpa
CNBC
Oct 26, 2017 12:00pm EDT
china approvals come through once that happens, we'll go into overdrive. but it's not hard to see a fair value in the deal situation of 125 but from a sale side perspective it's not quite enough to keep the buy on it we took numbers up, took the target up. at least from where i'm sitting, it's time to get off the bike. >> a lot of people are on the bike on nvidia >> it will work until it doesn't. that's another one where data center i think is key. people are looking for an inflection as we go into q3 or q q4 they have called out a little pause on the older generation as customers are waiting for volta. i think the stock will work. >> stacy, thanks for the time as always. >> thanks, guys. >> stacy rasgon joining us today. what do you think? >> he kept point out the one area that we all know you'll be looking at and that's data center is there growth there. there's a reason people are coming in aggressively 18,000 of the november 41 calls were bought today. why are they coming in today on that because the stock looks like it wants to break to the upside. >> are you talking about inte
CNBC
May 29, 2012 12:00pm EDT
space of the impact of europe or china on the chip spending space? >> it's a couple things. first off the u.s. is modestly improvi improving, but not a very strong snap back. the eurozone can't be good for demand. you talk to companies out there, there's a lot of uncertainty about what we'll do, what direction they will go and how we'll send it. third thing, china, we've had accept straight quarters of slowing growth. not hearing a lot of positive things there. and lastly, enterprise demand. not seeing a lot of enterprise demand. if the economy will start slowing, companies whether start to slow down their cap ex spends and the computers they buy, all that kind of stuff. so i think that there are some concerns there. the one pocket of strength is apple. and you guys talked on that earlier. >> texas instruments is your best from breed stock here. your number one pick. why? >> first off you have a very brad based demand. so you'll see them across the entire supply chain. they are the number one market share position in an made log today. and the way i look at the stock here, you're gett
CNBC
Sep 27, 2017 12:00pm EDT
confidence data and we get some important data out of china at the end of the week, and that's going to be important to watch, if china can hold up okay, europe has some momentum, i think stocks can be supported. >> i'm with pete and sarat as far as the banks, because i believe you guys are both financial fans here. look at what's being born out here, judge, almost the last month, the s&p 500, virtually flat it's up by 1%. we have had a couple of triple digit days in there, but at these levels it's barely 1%. but then you take a look at the banks. they're up between 7, even wells fargo. since september 8. >> citi 6.5%, j.p. morgan up 5, and bank of america is up 2. >> it's right up against 95 right now, it's not a huge run for them to get over 100 and they're virtually all up against their 52-week high right now. jpmorgan, bank of america and i believe citi as well >> you'll see a breakout because essentially they have already said trading revenues are down, so if the rest of the businesses are strong, these stocks are off to the races because that's when you want to buy them >> but you're
CNBC
Oct 3, 2016 12:00pm EDT
assume that will japan, europe, china, will everybody on the same forward track as the united states, or are they stuck with nerf and zerp? >> well, i think the u.s. will continue to be the place to be. i think japan has its issues. i think china recently has had some very good numbers in terms of retail, auto, even imports, but i think they have serious structural issues that will take some sometime to work out. most particularly the banking system and debt. i don't see china being the driver for quite some time for world growth as it's been. i think the u.s. will be the big driver of world growth. >> anybody can answer. kevin, i know you're listening as well. do we need -- we had an analyst on this morning talking about the ten-year saying 177 if it gets through that, maybe we go higher, but is there any reason to think we're really headed that way versus the other way, kevin? >> i think we're going to be sub-3% even sub-2.5% for a long time. that's not just domestically, but globally. maybe the fed does 25 bips in december. even another, even 50 bips. it makes it historically low. if
CNBC
May 24, 2013 12:00pm EDT
that that would happen in the second half. in china, in europe, and the other thing i was assuming you'll have to be worried about are oil prices just completely falling out of bed. i've seen some predictions of $50 oil. >> well, certainly with production, it seems oil prices are short-term. i think you're being a little pessimistic about the rest of the world. yes, the european recessions have lasted longer than what we would have expected, but if you take a little about what you're hearing from policymakers, it's a shift towards how do we get the session to grow again. how do you stimulate growth? and that's a positive. china, as we all know, is showing a little bit more than expected. i think that's why oil prices have come down recently. the question is beginning to be do you see a better growth ahead, or is it something where it just continues to slump. we're a little more optimistic than you are. >> brian kelly, a lot of the stock picks are talking about the drilling sector, which is probably less dependent on oil prices being so high because it will continue to grow. i'm cur
CNBC
Feb 13, 2015 12:00pm EST
mud, china has plenty of issues with it. >> i dare you to say au via. >> i'm not saying it. >> here's the deal in reaction to josh's comment. always a mistake to look where stokts and markets have come from. if you did you would have sold apple ten years ago, maybe five years ago. i think you have to look where the fundamentals are now, where they set up in the future and discount that. and to me, you've got so many issues in emerging markets. china still a house of cards. russia, i mean it's made emerging markets better, it could fall apart. india, you can buy an etf there but few invest stocks there. maybe 20. i think the u.s. sets up nicely and don't think the rest of the world will move without the u.s. moving as well. >> four out of the five say the united states. i'm going to call that consensus. doesn't that make you nervous? >> this smart group, no. that's an excellent point. >> it's not -- >> at least three smart people. >> not a strong enough consensus. josh saying what he's saying and all of us saying it's not just the u.s. it's other areas. >> can i just -- the
CNBC
Apr 29, 2015 12:00pm EDT
from china. lumber liquidators says the current cfo will leave the company in june. the shares taking a big hit, down by 19%. >> thank you so much. obviously whitney tillis is probably a happy watcher of that today. obviously he's short the stock. speaking of hedge fund managers, we have a very big line-up next week, hedge fund heavyweights present their best ideas, all proceeds go to a good cause, pediatric cancer research. on the events 20th anniversary, here's a look at one of the events seminal moments. >> we're going to donate 50% of the profits earned by the general partner kerry on the short sale of allied capital to the tomorrow's children fund. >> the funny thing is this was theal lied capital speech. i spent most of the conference before i spoke in a near panic. what i was panicked about was the possibility that one of the half-dozen speakers who was speaking before me, would actually talk about allied capital. because i had this whole thing written out. what would i do if somebody stole my idea. i had to come up and speak. >> well there's our lineup for monday. on th
CNBC
Dec 31, 2015 12:00pm EST
some scenes from my home country of australia. china, taiwan, hong kong. really fantastic celebrations all around the world for those already ringing in the new year. >> sorry, guys. error going into the break there a moment ago. still had the awkward moment where we did promise you the new year's celebrations in australia, china, taiwan, and hong kong. we did not have them then, but we do have them now. there you go. you can see there in australia that's the bridge going kaboom with nice fireworks, and great celebrations in other parts of the world. >> isn't it summer in australia? isn't that fourth of july technically? >> no, it's new year's eve. you can have fireworks on new year's eve. we don't have a fourth of july. >> i suppose. >> what do you have? >> that's an american thing. >> there has to be an australian fourth of july? >> it's australia day that's coming up in january. >> every day is australia day. always a good reason to pop open a bottle. >>> as the year is approaching its end, gold is about to log its third straight year of losses. jackie deangeles and the
CNBC
Jun 20, 2012 12:00pm EDT
at a massive coordinated stimulus package. china could care less, i don't care about anything they say. that lifts the market. time for all cash when you're left with the economy eroding completely. >> i think, steve, if you go back. i think it's a lesson nobody wants to believe there's any similarity between qe 3 of 2008 and now. but i guess the expediency and political pressures associated with expediency come up with the next big stimulus is equally as high, maybe higher. what you came to realize throughout qe 3 of 2008, at that point went to 90% cash, relatively more bullish then. at that point you come to realize more of what has not worked is signaling things could get worse. people freak out, outflows into equity in particular. that's when the market completely loses hope of a bid. as i said multiple times hope is not a process. >> ensanaa? >> i disagree. we don't have time to debate that. they are doing their job. fiscal policy, europe a mess, china going down, china goes lower for other reasons than fed policy. let me ask you a question, if you're looking for a headline gr
CNBC
Oct 14, 2015 12:00pm EDT
, and china. it's obvious that the competitive and economic issues that are going on there. as we think about and any time you give three years worth of revenue growth guidance, you'll have up and downs along the way, and we expect there to be up and downs along the way. we expect the u.s. to continue to perform well both u.s. and sam's club. we're obviously adding grocery, which is basically a whole other line of business to the u.s. business to grow that. then we don't expect the conditions to remain the same in the u.k. and china and brazil forever. we can't control those, of course, but we don't expect those to go on forever. the story is very similar to greg's, which is that the wheels are turning. we have the traffic. we're adding the assortment and the line to business, and we're starting to see customer performance and frequency and other key metrics start to improve. it's -- you know, it's any time you get a long-term guidance, it's hard, but that's -- those are the breakdown in components. >> okay. michael, next question. also, if are you asking the questions, if you can
CNBC
Apr 18, 2013 12:00pm EDT
the lew family of china who sent their daughter to bu to experience all that this city has to offer. she was a 23-year-old student far from home, and her friends and family across the ocean are reminded of the great humanity that we all share. our prayers are with the richard family of dorchester. to denise and the young daughter jane as they fight to recover. and our hearts are broken for 8-year-old martin with his big smile and bright eyes. his last hours were as perfect as an 8-year-old boy could hope for with his family eating ice cream at a sporting event. and we're left with two enduring images of this little boy forever smiling for his beloved bruins and forever expressing a wish he made on a blue posterboard. no more hurting people. peace. no more hurting people. peace. our prayers are with the injured, so many wounded. some gravely. from their beds, some are surely watching us gather here today. and if you are, know this, as you begin this long journey of recovery, your city is with you, your commonwealth is with you, your country is with you, we will all be with you as you
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