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20171213
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CNBC 809
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CNBC
Dec 13, 2016 12:00pm EST
well next year is -- they're in the process of ramping their fab in china, and we have tight demand in nan today. what's going to happen with intel, as they take these ssd's drives and package them together with their processors, i think they're going to have a very strong position in the pc space to be able to add content. we do think the pc market is in a secular decline, but the way they'll add content is they'll be able to package their processors with the solid state drives. that's a very interesting area that we're going to really be watching next year as well as, of course, the data center, and the data center has been a huge stronghold for them, and we expect it to continue as we move forward in 2017-2018. >> are you starting to model at all any of the trump policies in the way that you view these stocks? we could even take intel, whether it's tax policy, repat reation, things that could defectly impact some of these names? >> well, all the things that you mentioned, tax policies, repatriation will all be positive catalysts for the stock. no question about that. there's a lot o
CNBC
Jun 6, 2017 12:00pm EDT
volatility, then where he, and china saying they can see themselves buying more of the bonds again instead of stepping away from them like they allegedly has been doing over the past several months. that's another thing that's you know, working against the bears on that trade. >> i don't know what it is. rick, i mean, i don't know, is it worry about the agenda? is it i don't know, ahead of comey? the economy? what is it. why do bond yields continue to go lower. >> i think we can safely say it isn't comey. running a memo b about it right now. >> throwing your hands up in the air after a while saying why the heck do bond yields keep going down. >> i think i have it in my mind pretty straight. it's the rest of the world i'm going to have to convince. i've talked at great length that central banks have broke the smoke signal machine. that we now see the signals coming up, but nobody knows the language. if we are 75 or 100 basis points higher, we probably wouldn't be having this discussion, would we, jon? >> no and we'd be worry ied if were up at 270, would they be moving. >> now, the o
CNBC
Oct 4, 2012 12:00pm EDT
than xlv. it is the one sector that's completely impervious to greece, to china, to fiscal cliff. all of these things are not going to matter. the bigger picture is that people spending more and more on health care as they age and look at the way the stocks act. i'm give you one in particular in addition to the it. merck. it's paying a huge dividend. this is the success tore that you want to look for buys in in my opinion. not laggards or industrials or nonsensitive stocks. >> you heard adami. let's bring in ed yar denis, president of yar denis research. welcome back to halftime. good to have you on the show. >> they think we're going higher. what do you think? >> the bulls market really has been a series of relief rallies followed by fall-offs with considers that we're about to have an apocalypse. . you get the drift. when we worry that things are going to fall apart and suddenly maybe they're not going to fall apart imnemtly, the markets go up. we had the fiscal cliff which may very well be postponed until the middle of next year. we have the euro mess that's now being cleaned
CNBC
May 1, 2013 12:00pm EDT
china information come out and what it looks like in china, that is something that is definitely putting a lot of commodities under pressure. in terms of oil prices, add that to the fact of oil supplies here in the country, it's unexpected, particularly the gains of supplies in the last week nearly five times what analysts expected, it's pressuring oil prices and putting that wti price below the 50-day moving average which is another signal for crude. the only bright spot in the energy complex is natural gas. natural gas is bucking the trend here and it did so the entire month of april. up 8% during that period of time. we have inventories coming out for natural gas. tomorrow, the storage levels are going to show an increase less than expected and also the fact that we are expecting to see colder temperatures coming across some of the country. that is another reason why natural gas is supported today. back to you. >> sharon, thank you so much. you think this move that we've seen in energy of late is dead cap bounce? >> yeah. i think in all of the commodities, not just in oil and
CNBC
Apr 21, 2016 12:00pm EDT
steph curry for a big jump in the under armour footwear sales and incredible numbers out of china, and our question is, is under armour still underappreciated, and pete najarian, you are told us ten days ago not the buy it. >> i told you that they needed to execute on what they do, and you have to continue to have the growth with the stock that trades with this multiple. the multiple is scary, and in the nosebleed e territory, and you go back to look, and say, that the name i prefer over under armour which is lululemon which is going the trade at a lower valuation, scott, but in the numbers of this quarter, and predicting $11 billion in sales on the women side on top of everything else. >> that is a big point. >> and they were gaining market share, and then lulu started to get it from somewhere, and they are getting it back from under armour, and the most critical part, steph curry, and the shoes. that is the area to see the accelerated growth, and not the biggest portion, because apparel is, but it is tlr 264 million of the $1. -- whatever billion. that is where the growth is so
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
May 3, 2016 12:00pm EDT
moving today, but they are. the oil is beaten up, and looking at the china numbers and the markets are not down 100, but 200, and look at the volati volatility, too, judge. the volumes yesterday were absolutely atrocious, and we are averaging 18 million a day so far this year, and 17 million, and only charted 13 million in the options world, and volatility indektss creeping up, and it has been low for a long time, and opportunity to get protection, and buy it cheap, and joe is right. >> and people have said that the overall rally, the air is thin, and this is what gunlach had told me a few weeks ago. and now, joe, the bottom, it is a february 11th. wti up 711% in that period, and energy up 26, and the materials better than 20%, and it is incredible run for commodities across the board, and a number of stocks which trade in that space. >> sure. >> and joe could be right. but i think that it might be a little bit premature, and i think that we are overreacting to the volatility today, and just in reading everyone's commentar commentary, and when you are actually looking at what is going
CNBC
Oct 19, 2016 12:00pm EDT
the great china real estate bubble and debt bubble has not happened yet. the collapse has not happened. the unwind has not happened. that's ahead of us. not behind us. this has all happened on the back of china still growing, you know, its cities and its construction budgets by double digits every year. the unwind that we foresee that started with too much supply in 2012 is yet to be played out because of lack of demand. >> you'll be with us in a couple of weeks. i'll save the alibabas until then. we'll catch up with you next week. safe travels back east, and i'll look forward to seeing you soon. thank you for being here today. >> hey, congrats on five great years, guys. >> thank you so much. all right. john and pete najarian are here. we'll re-introduce keith meister where. he is our guest host for the hour, of course, with corvex. jim is known as probably the most ardent china bear out there. a stock that you have been in for a long time has a china play, and that is yum. doing the split. they just had their investor day here in new york city. sort of selling the whole idea to analys
CNBC
Mar 29, 2012 12:00pm EDT
where you need to ask yourself, okay, china is the biggest consumer. is the slowdown in china mature or close to a maturing end, or will there be some kind of pickup in the last half of the year? if that's the case, you want to look at some of these base metals, like dbe. if china is going to start kicking around and the u.s. economy gets going, that's not a bad place to be. >> as we have this conversation, let's get right to nat gas because it's been the story the last couple days. nat gas falling for a fourth straight session after a new ten-year low after a surprising jump in u.s. supplies. as the nat gas selloff continues, what's the best way to play this? i think that's the best way to handle this, guys, obviously if nat gas continues the decline that we've seen, we need to figure out what the best ways to play that are. grasso? >> what's the most obvious plays we've talked about. they've been your chemical plays, right, they've been your firt plays. but if you look at these charts, i'm hesitant to drop in at those levels. you want to stay away from the nat gas companies because
CNBC
Jun 8, 2016 12:00pm EDT
want to start a trade war with china and mexico and a few places, and we know that trade wars are not good for economic growth, and therefore not good for the markets, and those are the two things that have me concerned about trump at this juncture. >> and hang on a second, but the political rhetoric, and political reality, bob, are two different things though, wouldn't you agree? >> absolutely. maybe we are not going to be starting a trade war with those places, and maybe we will back off that, and then, i could have a different viewpoint, but trying to figure out what they are saying versus what they are going to do, and look, if it is a hillary clinton administration, and the democratic congress which is only going to happen if hillary won by a landslide which is not a zero probability, the markets would react negatively to that as well. so the configuration underneath the president is clearly important as well. >> and bob, real quick, jon najarian here, and the issue of the what the next president says now, he or she will do and what they can do as far as the trade war or hill
CNBC
Nov 8, 2016 12:00pm EST
40% of our own debt. we've jumped over china and saudi and everybody else and the somps buying our debt. we own more than anybody else. all of a sudden that debt financing goes up and up and up. sooner or later, somebody will be writing a warning note out there about the cost of this financing of that. >> do we believe that it could go up 10%. >> what stocks? >> the market by the s&p. >> no, no way. because are you at the moment in the marketplace where you have to define and tell me which stocks are going up. if i look at energy, i emphasize, i fine it highly suspicious. >> maybe you are asking people to do too much work. why not buy the s&p? >> i don't want to be a closet indexer. i believe kevin o'leary. the most compelling thing he said about disney was, hey, if the market goes down, i don't think disney is going to incur the volatility and the performance negativity the overall market is. that's what you want to do right here. i think you want to find equity days, where the market is going, you will experience less volatility because they have proven reserves. stephanie speaks
CNBC
Nov 10, 2016 12:00pm EST
chinese goods and some of the analysts say that could result in a significant decline in china gdp by as much as 4% talking about china, the world's second largest economy. a big slowdown there could, of course, have global ramifications. we're seeing em under pressure. brazil down about 7%. the e it tf. the pay so, i should point out, still under pressure losing 8% today. another 2%. the big stand out here, scott, looking at emerging markets, the russian markets and the russian ruble and the prospect of stronger relations between the u.s., the united states and russia with trump in the white house. >> thank you, talking about emerging markets. what about this trade now? big, big, big reversal. >> the brazil trade in particular was down 5%, down 7%, then down 10% today. it's come back to being down just a little under 7% but that is just something that people overstayed their welcome there. they're going to be hitting the exits for days to come. it's not a one-day event. >> done with this trade? it no longer works? higher dollar? >> you have to make a distinction between emerging mark
CNBC
Oct 5, 2015 12:00pm EDT
-term gyrations. now, there is enough to be concerned about around the world. china is a very large economy. they're clearly having a slowdown somewhere between a slowdown and something that's looking more like a potential hard landing. and that does have an impact on the global economy. but, again, i come back to u.s. still the world's largest economy and a lot of positives here. >> i saw earlier this morning fitch said the chinese economy was only growing 5.5% in 2017. if that's the case, what's that going to mean? >> well, actually that could be optimistic. it is slowing down at a quick rate here. one thing i'll say from the standpoint of looking at china over many years and even decades. at some point, there was going to be slower growth there. over multiple decades. it's now the second biggest economy in the world. it had to slow down at some point. the notion that this is is up a big surprise, whether it was now or in a couple of years, they weren't going to be able to grow at 8 ps or 9% indefinitely, no economy ever has. i don't think it's 5%. if it's less than that, it does
CNBC
May 11, 2016 12:00pm EDT
you can see the growth overseas in china, and we know how they are coming after the suv vehicles, and the pickups and the rest of it, but looking at the name, scott, give or take call at 5 to earnings, it is a low-risk probability, and once the hedge fund community all of the sudden finally came out of it, that is why it is 30 instead of 38 when they all seemed to love it. >> yes, mr. jonas is pulling the punches here with the price hike to 29 and the stock is at 311, but maybe setting the table to say, look at what is going on in china where they are going gang busters and europe when they say that the brand there has finally turned positive and growing nicely. everybody knows about the peak auto theory here, and it is disproven as the monthly auto sales are coming in, and i don't know what there is not to like about gm? >> cheap, yes, for a long time. i think that as mike jackson said on air last week that they have stole so much demand from the future for now, and i just don't know what the catalyst is go ing to be going forward >> yeah, but you have been saying for it nine months.
CNBC
Oct 28, 2013 12:00pm EDT
hedge funds can taye, this doesn't feel criminal buying markets at china, 10, 11 times earnings, india, 10, 11 times earnings. that could be the next area where the puck is going. >> josh, by the way, real quick, one of the stocks that's a big percentage of that eem is petra brass. over the last couple of days, three in particular, big upside call accumulations to josh's point. samsung very big in that particular etf. >> i mentioned we're going to have a broader discussion of what's taking place in emerging markets. where investors are placing bets unknowingly as well. we'll talk about that coming up. what you haven't mentioned, beyond biotech, beyond materials, financials. >> you know, so that's where i think the big of the amount of money's going to be made by year-end. positive ipo season, m&a growth. guys had disappointing quarters and that set up expectations for a couple of earning surprises by year end. stocks like goldman sachs, bank of america, jpmorgan, do well by year end into the first quart of 2014. >> i own all of those except jpmorgan and i agree, still my biggest overal
CNBC
Sep 5, 2017 12:00pm EDT
off trade with countries that are doing business with north korea, ie, china. the prospects of the agenda going nowhere. and, you know, whatever side of the daca debate you're on, from a -- from the standpoint of, it does -- it certainly picks another fight, it seems, with a large swath of corporate america, which the president was cozy with for most of his months in office, to this date. all of those are larger picture issues, than just a day-trading perspective. and that's the point that i'm trying to make >> i would agree with you. the problem is, the macro is kind of overtaking the near term, the shorter term and that's because, corporations, companies, are in their quiet period, right? and by the way, they're probably not even buying that much stock at this point, because they're getting close to that quiet period so you have to wait until earnings come out to hear what they have to say so i'm not saying -- >> that's sort of my point there, is all of that in front of you, as i put it earlier, an air pocket, potentially until earnings >> and the -- >> until you get some more fu
CNBC
Jan 14, 2016 12:00pm EST
the sentiment around it. >> the primary issue is still china. that's not been resolved. that's still worrying me quite a bit. >> we we want back far to try to find price action where every open is faded, and you have five straight gap hires in a row, but you have a down 3% week. the only other example we could turn up was february of 2000. i think when you talk about sentiment, what you are talking about is this mentality where people are selling rallies versus buying dips. buying dips was the thing to do for about four and a half years. it is no longer the thing to do. doesn't mean it won't work on any given day, but it means people are not trying to play that game the way they have been. i think that that's probably the biggest change that we've seen much more so than any change and any kind of economic data or fundamental outlook or what have you. >> pete, i mean, sentiment has been negative, and you have had firms come out and say sell everything, sell into any bounce. at least on the other side of that, if you want to have some kind of a bull versus bear sort of debate, da
CNBC
Jun 11, 2015 12:00pm EDT
fed activity that is a catalyst, but it could be anything else. maybe news out of china. it doesn't matter what the catalyst is, think the market is more vulnerable now than it use to be to any. >> why so? >> a lot of people have focused on dealer balance sheets, they're smaller than they used to. i think people don't appreciate quite enough is that the buy side has gotten less diverse. you know it's like there's so much money flowing into the marketplace. you talked about it earlier. the real problem is it's going into mutual funds, life insurance companies and foreign investors. the fed group buyers of corporate bonds into 23 different categories, pension funds, life insurance companies, blah blah. but it's those three that have got all the money. the question is, who's going to take the other side of the trade? because mutual funds tend to get their, they have the same strategy, it's not like they're doing something different. and i think that's the problem. >> some could say hey, you know this sounds a little bit alarmist for our taste. we just interviewed scott mather, the c.i.
CNBC
Nov 23, 2016 12:00pm EST
come out, see if the economy is picking up, jobs, ism, what's going on with with the china pmi. >> hopefully have -- or be closer to a treasury secretary and that's going to be an interesting data point, to talk about, maybe start to get the plan. that's what you got to see next, see how that comes together. >> the trump rally has been pretty darn impressive given its breadth. >> and to your original question, we are going to be talking about the fed, but nothing it act on until the actual meeting and what you want to see is what does janet yellen say after that as far as the pace of future rate hikes. before this election, you had a r lot of good economic numbers. will she be aggressive or will she pull back a little bit? >> minutes coming out today, ignore them, everything has changed. >> yeah. do we think you might get some post thanksgiving selling or everybody takes a sort of breather? goes with their families, comes back on -- >> early next week it is all about retail, retail. that's what the conversation is going to be about. strength of the consumer, strength of the ret
CNBC
Sep 9, 2016 12:00pm EDT
of a container to move from china over to here. >> and morgan freeman? did you say -- >> done. moving on. >> all right. >>> run you through areas in the markets give didn't is the worst day in 51 trading days. worst day for stocks since late june. show you home builders today. down 3%. reits are falling. prospect of higher rates. weighing on that sector. airlines under pressure forward and then the semiconductors are a weak spot as well. more "halftime" back in two minutes with jim cramer.hat a re ? it's a great school, but is it the right the one for her? is this really any better than the one you got last year? if we consolidate suppliers what's the savings there? so should we go with the 467 horsepower? or is a 423 enough? good question. you ask a lot of good questions... i think we should move you into our new fund. ok. sure. but are you asking enough about how your wealth is managed? wealth management, at charles schwab. great time for a shiny floor wax, no? not if you just put the finishing touches on your latest masterpiece. timing's important. comcast business knows that. that
CNBC
Sep 7, 2016 12:00pm EDT
-selling basketball styles in china, according to citi group, the top five are all nike athletes talking lebron shoes, kobe, jordan, nike air max and kyrie irving. here next week on his 12th asia tour, this is curry's, but this is why curry and plank, the ceo of under armour are thinking so hard about the strategy in this market. for this tour, for instance, they launched new design, a new style of the curry 2.5 basketball shoes to reflect and inspire by an old popular chinese folklore. he was greeted by thousands of fans wherever he went. especially here in taipei outside the under armour store, inside a basketball clinic where he coached and played with some high school students, and inside a massive arena in front of 5,000 people where he went around to take selfies with them. this clearly comes at an important time for under armour. its stock has stalled, and actually fallen so far this year after multiplying more than 24-fold since the ipo as questions linger about where the next leg of growth is going to come from and whether it can grow into its above industry valuation in terms o
CNBC
Dec 5, 2016 12:00pm EST
the u.s., in terms of trump's policies, i think what he has done with china -- it may not be the way that i want to, but we had that conversation. when they put that policy in, don't talk to taiwan. 40 years ago china wasn't quite a back water, but it wasn't an economic super power that it is now. i'm glad that he did it. in terms of what he is doing with carrier, all he is saying is he is not freezing globalization. he is saying that if you want to sell back into the u.s., you better keep your factory here or it's going to be taxed. he is not saying if you want -- if you are a u.s. company who wants to sell your goods overseas, don't build a factory there. it's very clear. i think it's great there's a resetting. there's a $60 billion deficit since nafta with mexico. >> yet, you are not naive to the risks that are out there, right? the trump policies are obviously at this point unproven. they haven't even been passed. >> right. a few things i want to say. the underlying trend, it's not like it started with trump. the underlying trend, if you look at a market rotation into value,
CNBC
May 25, 2016 12:00pm EDT
, tech and fpgss looking like they want to participate, and fitz takes up the china gdp forecast for '16 and '17 and housing is looking strong based on the numbers yesterday, and doesn't it make you stand back and say, well, maybe it is time to be a contrarian to how i thought before? >> well, i think that the market overall, i think that it is limited upside, but, yes, certain parts of the market, and s sectors, and certain parts of the equities globally have upsi upside. so for instance in the u.s., i like the energy trade and the a materials trade and the financials are more interesting in the short-term tactical perspective, and globally, emerging markets is a great trade with respect to the u.s. which is on the winning side over the course of the last three, four, five, six years. >> and i want to point out that the sectors that you like, and have liked have done the best since the february 11th bottom, steve, those being energy, materials and financials are up 20% since this diamond bottom of early february. >> i want to agree on the financial, and disagree on the energy and th
CNBC
Mar 3, 2015 12:00pm EST
undercurrent out of china but the rise in dollar will continue to hurt commodities. win for the u.s. consumer. >> for more on the dollar tune into the on-line show at the top of the hour and talking to oppenheimer's chief economist jerry webman joining us as well, the trades for you, 1:00 p.m., futures now.cnbc.com. >> coming up alibaba shares falling to their lowest level since the ipo. up next we have the trades and this is our very own steve weiss. said his swing is a little unorthodox. >> wow. >> gets the job done, baby. gets it done. >> there it is. call your chiropractor. two pro golfers on the half. maybe they have advice for mr. weiss. a retail edition of the trader blitz. four trades on four stocks making news all coming up next on the half. at ally bank no branches equals great rates. it's a fact. kind of like shopping hungry equals overshopping. >>> hello, everyone. i'm sue herera. here's your news update. israeli prime minister benjamin netanyahu spoke before a joint meeting of congress this morning. he made an impassioned case against a nuclear agreement with iran and a
CNBC
Apr 1, 2015 12:00pm EDT
over in the middle east in the next. we look over to china the next. there is always going to be something. but i think when you look at the overall scheme of things, what really performed last quarter, we looked at some of those health care names. they really had an incredible run to the up side. they're getting hit hard again today. they got hit yesterday. getting hit again today. i still like that sector. i like all the fundamental story behind it. but economically right now, i think there are some definite hurdles we've got to get through. are we growing fast enough, is it going to be enough, and if we are, does that mean the fed is suddenly going to make that move rather than in september, shift it over to june. everybody has got their opinions on that. and that's why the volatility is where it is. >> steve, forget about growing fast enough. are we going to go negative for the first quarter? it'possible. i saw one estimate, steven stanley, he's at zero. and maybe he's negative today. >> might as well be negative. >> the consensus is a lousy quarter. it's an unrelentingly lou
CNBC
Feb 5, 2016 12:00pm EST
commodities secular bull market with china. so that has to go through a deleveraging process. where we see that is in the high grade corporate market. we have seen spreads there widen out. we do believe that there's risk of contagion. >> where do you want to be in the market? do you want to go after the beaten down industrials and energy stocks? doesn't sound like it. do you want to bottom fish? >> you don't want to be trying to catch a knife that's falling. the pockets of the market that -- >> i'm sorry to interrupt. how do you know what's a falling knife and what's not? that's the problem in the market right now. >> relative strength. >> you say linkedin -- >> divergence. you can actually do t. itit. it's not easy. >> if you look at sectors that got beaten up last year that are acting well in this downturn like we were talking about, the industrials, they have acted quite well this week. i'm kind of curious, do they have legs to the up side or is this a head fake rally and short covering? >> i think you might be in a head fake. i'm concerned about that. where we want to put investors
CNBC
Aug 9, 2017 12:00pm EDT
china devalued, that had been known, that had been happening for a few months before that. today, we don't know when it will happen or if it will happen, but it probably will be something we've already talked about. north korea, a trade war with china, something going on in the russian -- >> it's not going to be the disney streaming app >> the point being it's unlikely to be an exogenous event, a black swan it's something we're already looking at that the market just decides, let's pay attention to. >> but here's the difference with the bear stearns hedge funds blowing up, okay -- >> which was march, right? march of -- >> ai'm not going to disagree it presaged it, but nobody really realized it. once again, in retrospect, you can say, ahah! that was the ahah moment that's always the case it doesn't mean that we're not seeing something today that's not going to be the ahah moment. >> can we simplify it to the level of, you know, the viewer or whoever they call up there, they're the financial adviser and say, i've heard all of these people raising these concerns lately about the markets
CNBC
Mar 13, 2017 12:00pm EDT
. if you go directly into china, you have currency risk, political risk, how do you monitor that? >> the point is you're getting paid to take those risks while others aren't. we understand the fact that u.s. accounting standards, european standards are come pays. that's why emerging markets have been selling at a drastically lower multiple for much of the time since 2011. investors get that. >> they're also selling because it's much lower than it was when brick was developed. when brick was developed, that is a decade ago the growth was double digits. >> we're not buying economist. we're buying assets that create cash flows. yes, it's had a couple of good months, starting to rally here, becoming more popular. but this is against the backdrop of a lost decade for european stocks. the vgk, vanguard europe, most broad definition i can give you, scott, it's analyzing at 103% over the past five years and 110% in the last ten years. about 14% over the last five years. the amount of outperformance you've had in u.s. assets over one-year, 5-year, 10 hch years. it's something. ultimately
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
Aug 22, 2017 12:00pm EDT
over the last couple of weeks. what else is going on? there's stories coming out of china that china is buying all the copper they can get because they want to shut down the worst polluting smelters over there and if they do that, that will reduce the supply of copper. >> copper already has moved 19% higher year to date. is there more upside here? >> when you look at copper, look at bitcoin, anything that's mined whether it's digitally or out of ground, you're looking at things that are taking off after that i'm a buyer >> thanks. today on futures now we're staying with the copper trade. mike dudas joining us to break down the metal's incredible run. that's coming up at 1:00 p.m. eastern. back to you. >>> must see video next. the tesla model x is about to race a lamborghini final trades after the break i'm here at the td ameritrade trader offices. steve, other than making me move stuff, what are you working on? let me show you. okay. our thinkorswim trading platform aggregates all the options data you need in one place and lets you visualize that information for any options ser
CNBC
Dec 18, 2012 12:00pm EST
. >> so it's 18 months to two years. weak dollar, stabilizing europe, better data out of china, those are the headwinds that that may be predicting, right? >> absolutely. i think that brent is going to hold up pretty nicely. we see brent up $100 a barrel. i just think that wti crude oil is very heavy. in fact, if you look at a lot of the grades around the midwest, they are really starting to feel very heavy. there's not much demand for those grades. in fact, we've seen western canadian select trading at # $4 a barrel in the last couple of we cans. this is the canadian crude coming into the u.s., giving a big discount. and wti, frankly, is going to be experiencing some of this pressure from the outside. there is going to be limited capacity in the next 18 months. so something has to give. it's either producer slow down or, you know, we get crude oil he can ports approved out of this country and this problem will be solved. but i don't know. i ask you guys. >> i've got a trader right here who heard 50 bucks and almost fell out of his chair. weiss? >> i don't see it. there's no wa
CNBC
Dec 29, 2016 12:00pm EST
-style killings also spiked, up 250%. >>> china has completed two new high-speed rail links. the ambitious project is going to expand by the end of the decade. burger king and tim horton's will use only antibiotic free chicken. restaurant brands international which runs both restaurants says the switch will happen next year. >>> an ohio state band member may have a new role next season as a kicker. the junior nailed a 55-yard field goal when he was out governing around on the field this week. the band tweeted the video of the kick and now ohio state says they're inviting him to try out for the football team. the guy has never even played high school football. now he's got some kind of hail mary shot at joining the team. how awesome is that? that's the cnbc news update. scott, back to you. >> that is awesome. thanks so much. good to see you. contessa brewer with the headlines. >>> this week rolling out our trader outlooks today. it is joe terranova's turn. all right, joe. give us the scoop. >> well, the first thing i want to do is talk about strategy. i think the right strategy in
CNBC
Dec 18, 2015 12:00pm EST
developed here. forgetting about germany. they have competitive issues with china wr uan. >> in europe it's three years behind america, and it's a burgeoning ecb. fed tighterning. ecb opening, and euro zone equities are cheaper than u.s. equities. non-u.s. equities. the problem is we have to be right twice. we have to be right with the currency. we have to be right with the equity. >> where do you have to be right with the currency if you do it -- if you do hedge funds? we're in the u.s. dollar e-classes. we have 25% europe. >> we are using etdj, e -- the currency hedge non-u.s. equity. >> i just want to point everybody's attention to the very bottom of our screen and the breaking news that we have at the very bottom, which is that martin shkreli, the ceo or now the former ceo of turing pharmaceuticals, he has resigned he and a swra by the name of ron tillys has been named the interim ceo of turing pharmaceuticals. there, of course, the scrum yesterday once mr. shkreli was released from custody after posting $5 million bail returning from that scene right there to his manhattan apartme
CNBC
Jan 6, 2016 12:00pm EST
whether it's that disappointing pmi number in china overnight or that north korean news. investors are in a sell first mood yet again today. stocks dropping right from the get go. remaining under pressure. you see now the dow is down some 200 points. 1.25%. each of the major averages under significant pressure today. dr. jay, i go to you first. >> i mean, people are making a big deal about north korea and the impact that ago on the market. >> the nuclears test, stooefb just tweeted out a great chart about it. people should take a look and see what the reaction has been after north korea has tested nukes. nonetheless, people did -- perhaps china and what's more interesting to me, scott, is earnings. the earnings season just about promised. that is far more of a driver than a one day event like we're seeing right here. in other words, fed and the north korea both full of bluster. not going to matter. trok at the 20-year -- or the 30-year rates. take a look at ten-year rates. >> kevin o'leary, you are a buyer. >> i fwrae. north korea is in -- everybody is throwing sanctions on forever. i hat
CNBC
Aug 9, 2016 12:00pm EDT
elements going on in china or frankly share buybacks driving the stock price prior. p primark kaw the ftc ruled against the business level in multilevel marketing but the department of labor ruled the thing they sell, which in this case isn't health shakes like everybody else in the industry, it's overpriced financial products, is also illegal. now you have a company with both its business model outlawed and the product it sells effect lively outluoed. sells front-end mutual funds and overpriced life insurance. department of labor law came in said you can't overcharge retail consumers for buying generic financial products anymore. that one and 80% in the u.s. ftc has control. >> how long have you been short that name? primark kaw? >> on and off, five, six months. >> a fairly new investment? by a typical standard. >> yes. haven't been in this space much as all until the last five, six months when we thought the ftc was heating up and maybe a rule wog come out. >> you thought residual impact of what they said about herbalife would have a broader implication on the overall space? >> poss
CNBC
Feb 20, 2013 12:00pm EST
sticker price and think about the fact vehicle demand is growing fastest in china where air quality concerns are the worst. we think the platinum price must go up because the industry does not earn its cost of capital and we think it can go up because the utility is so high. it's also very worth noting that in terms of gold and silver with supply, you have to think about historically mine supplies. but there are no substantial inventories of platinum and palladium. it has gone up a smokestack, it has gone out a tailpipe or been turned into jewelry. if you think your wife's ring is supply, ask her. you'll find out it isn't. >> best investment right now that you can make in metals, precious, is what? gold, silver, platinum, palladium, what? >> i would own the whole bullion suite. since you're holding my feet to the fire, platinum and palladium. >> good stuff. good to talk to you. talk to you again soon. >> always a pleasure. >> pleasure's ours. >>> coming up on the half, the chip stock that one analyst says will outperform the market over the next 12 months. we'll reveal it next. to g
CNBC
Jun 8, 2015 12:00pm EDT
. we've underperformed the china shares, underperfeormed europe. equities look better. you look around the world, wait, why would i do equities? sentiment is not very high. that sounds like a time to buy not sell. >> when does the fed move? >> our house call officially is december. our chief u.s. economist has it at december. our call is they're going data independent. whether it's september or december, i'm not sure. our view is what's probably more interesting than what happens to the overall market level, scott, what happens underneath. our big move the last six weeks has been to go over with financials. >> i've got you. >> okay. dr. adam parker, i appreciate it. >> good to see you. be well. >> enjoy it as always. quick, wrap it up. >> i think it's the wrong call. more legs in equity. high yield is not where you want to be not with the rate hike. >> he still likes stocks. >> he walked away from his original call. i just think the high-yield bonds in particular is a really bad call. >> anybody in the market knows it's fully valued. equities are fair ly valued. this is a critical week
CNBC
May 5, 2017 12:00pm EDT
no less. did you notice that? >> this is the cherry coke. this is the cherry coke from china. there's some with warren's photo on it. i think they're raffling them off, giving them away, selling them. i don't know. thank you. >> becky, we're excited about monday. wish you the best out there. have a great weekend. we'll see you on the air with warren buffett, charlie munger and bill gates as well. quite a trio to hear from considering where the markets are in light of this ibm news which took a lot of people by surprise, look forward to that with becky and the gang on monday morning. an interesting weekend. it's a great time to hear from him. not just ibm but coca-cola but whatever stocks he's involved with, health care is halfway done. and jeff immelt and his views. yeah, and the french elections it seems like it's a fait accompli, judge, this is going to be macron's election. le pen not really -- based on all the metrics we see. >> i love european stocks right now. people haven't given credit. that political risk is subsiding and i think going forward that's one of the best earnings
CNBC
Mar 31, 2015 12:00pm EDT
favorable news, which we got from the people's bank of china with the potential stimulus concerning, what the upside could be like. i think the next three weeks or so, focus on consumer discretionary, consumers' effect on health care and even consumer staples themselves. there's a lot of pent-up frugality that you will see be reflected in consumers being going out and spending. i think earnings estimates are way too low. this number friday in the jobs report will be much stronger than people think. i think over the next three weeks, bet on the u.s. consumer. where does that lead to you? that leads you to technology earnings towards the back half. but for the next few weeks, i think the consumer takes the market higher. >> michael, you think earnings estimates are too low? that's what it comes down to. >> by the time they're reported, yes, they'll be proven to have been too low. and the slashing of the estimate has been priced into the sectors most affected. i think until it stops working last year's model for the market went and continues to be worth watching, meaning just about fla
CNBC
Apr 12, 2013 12:00pm EDT
mining business has left them. they have come out of china. they have lots of issues. they really have control of their game at this point in time. i would avoid the stock. >> i don't know if i like the kinder, gentler weis. is it just me? >> new 52 week high. and traders are -- do you make the rotation trade out of pfizer into merk? i don't think you do. eli lily, that's the name in farm ma that i would stay with. >> and dr. jay? >> this was one we used for the portfolio example. i like the stock . pain so your body can stay in motion. because just one 200mg celebrex a day can provide 24 hour relief for many with arthritis pain and inflammation. plus, in clinical studies, celebrex is proven to improve daily physical function so moving is easier. celebrex can be taken with or without food. and it's not a narcotic. you and your doctor should balance the benefits with the risks. all prescription nsaids, like celebrex, ibuprofen, naproxen and meloxicam have the same cardiovascular warning. they all may increase the chance of heart attack or stroke, which can lead to death. this chance inc
CNBC
Jan 4, 2016 12:00pm EST
problems and they start with china and global growth concerns. >> sure, so today it's china. but i think, and i've been saying this for a while now, this is a continuation of what we've seen all of last year. the difference is, today, the averages are getting hit. the leadership stocks are getting hit. but we've been watching this rolling correction take place beneath the surface of the market really going back since april and may when the new highs versus new lows topped out. advance/decline fell apart sector by sector succumbing and yet that has been masked by the outperformance of, let's call it, 10 or 20 really big, really important, really great stocks within the s&p stocks within the s&p 100. that's now over. the fang stocks are down today at the same time. this is only the fifth time that's ever happened. and the realization that 55% of the s&p 500 is trading below its 200-day moving average is really starting to catch up with those leaders. and they're all getting hit double. if you look at the worst performing three sectors today, it's the sectors that have held up the bes
CNBC
Nov 2, 2015 12:00pm EST
-day win streak here for crude oil. china is one of the concerns. also, a concern, record outputt from russia. are we going to expect it to continue here? >> it looks like oil volatility is subsiding. when i looked at the index, we haven't had that critical print or close above 45. to me, that means slightly priced good stability. good stability and the price of oil means the fundamental picture is taking hold. when we trade above 45, maybe that's when some of that high production starts to take effect. >> the commitment of traders showing more short positions coming on now. what other levels are you watching? >> look at the $48 level, going back to early august. that's what we broke from. it's recovered. that's an imperative level. now the $48 which used to be the higher end of the resistance. it gets above $48, it's a technical tradeoff at $54, get on board. >> for more futures now, head to the website featue futures now. >>> the one name everyone on the desk likes in earnings. plus, fit bit shares down more than 14% over the past three months due to earnings. here at td ameritr
CNBC
Nov 15, 2017 12:00pm EST
. >> that's me so it's not undiscovered up 50% still like it, china is doing petter than expected, up 12 president and donald trump and xi make nice for days in china means i think china will be good to apple people will buy iphones and spend money there for christmas presents at the expense of other retailers and it's still an expensive stock on next year's earnings. >> thank you let's jump to sue herera with the headlines. >> here's what's happening at this hour, everyone. president trump taking a personal bow when it comes to the release of three ucla basketball players who were detained in china on suspicion of shoplifting tweeting do you think they will thank me they were head for ten years in jail, end quote. relatives have identified kevin neal acts suspect in yesterday's deadly shooting spree in northern california. he shot and killed four people in different locations around rancho tehama wounding ten others before being killed by police. >>> zimbabwe's army says they have robert mugabe and his wife in custody the army is patrolling the capital streets following a night of unres
CNBC
Nov 18, 2016 12:00pm EST
the west, even china, i'm not saying they're doing it, but -- >> bond market assets have been juiced, and didn't leave to the jobs. >> josh, josh. >> that is why fiscal stimulus is the new centerpiece of every western government. >> i wish that were true, but you're wrong. >> no, i'm not. >> yes. okay. when you are dropping your currency, the currency that the chinese have done every single day, and they -- >> they have also allowed infrastructure projects to ramp back up. >> infrastructure. spending on infrastructure. that's not stimulus? >> that's fiscal stimulus. >> absolutely. >> what do you think i'm saying? >> you're saying they stopped monetary. >> i'm saying fiscal stimulus is the new centerpiece. >> just start talking. >> all right. i give up. >> i think the election outcome here is too -- >> brexit indicates the populous sentiment is not an anomaly, and elected officials ignore that at their own peril. okay? >> on sunday we'll see if the trend continues. >> if hillary clinton had been elected and you would have had a republican congress, you would not have had a magn
CNBC
Mar 5, 2012 12:00pm EST
fast five. the top stories for the "halftime show." china growth fears, should a 7.5% growth rate change your investment plans? we'll ask kmod commodity king, dennis gartman. and yawning at yahoo big plans, the company reporting a massive restructuring. shareholders don't seem to be impressed. crude reality, oil set to hit $115. one guest says we will have more pain at the pump. automakers seeing green. can gm power profits with natural gas trucks? or does the chevy volt prove that the demand still isn't there for clean cars. >>> and bull case for las vegas sands, why you should bet on the stock that's up 28% this year. welcome to the report. lots of trade and let's start doing it. dr. j, are you overly concerned with what's going on in china, given the fact that they lowered their growth expectations to 7.5%? >> no. the main reason i'm not overly concerned about that, scott, is that china, i don't really believe what china says, whether it's bullish or bearish. so i pay attention to what, when they speak and obviously it does move markets, so i react to your note. but as far as w
CNBC
Jul 27, 2015 12:00pm EDT
about china's market meltdown and earnings here at home unsettling investors. josh, is that really what's at play and what has more weight on the psyche of investors, or china? >> i think the china thing is really weighing on the psyche of investors but it's important to keep in mind what's happening in china is really happening against the backdrop of a weakening picture for the market and the reason why that's important to people outside of just a handful of technical analysts is that people actually own stocks and when they look at their portfolio every week, they see less and less of them green, more and more of them red. you see this in decline, highs minus lows, up volume versus down volumes, the percentage of stocks above their 200-day moving average. that number continues to plummet each week. people feel less and less good about the advance. and now you have this eight-month consolidation period where stocks essentially have gone nowhere but people on the inside of their portfolio have less and less to smile about. so the china thing is important, but when you look at the
CNBC
Jul 7, 2015 12:00pm EDT
-week lows again. there are parts of this market that are getting taken apart. china contributing. look at the dax, up 17% today in terms of the volatility. there is volatility out there, there are concerns about what's going on in greece. it's not just a greece story, it's a china story. there are all sorts of things going on in the middle east. >> it's a commodity story because of china, energy's rolling over, there is the tech selloff today, some of the big names there are having an issue. what's on your mind? >> so right. you know, the china story you look at the worst area of the market over the last three months, it's very clear, it's basic materials. you've got the xle, the big cap energy names down about 8% year to date. breadth is breaking down, advance decline has taken out the levels. you certainly don't want to see us within 3% or 4% of all-time record highs and most nothing participating. this has been the risk i've talked about all spring. it seems like finally the market kind of waking up to this idea that you can't just have a market where biotechs and amazon goes
CNBC
Jun 17, 2014 12:00pm EDT
. transformer. breaking down the wall between hollywood and china. mark gannis on the blockbuster premiere and the business thunt awaits. >>> and oil shock. troops head to iraq. live on the ground with the very latest. >>> worst trade of the day. the incredible question that stumped miss usa. what nia from nevada didn't know, the video you have to see to believe. >>> let's meet today's starting lineup. joe, steph, josh and pete trading today and we do begin with some shocking new numbers of just how prevalent insider trading may be on wall street. according to a new study, nearly one in four public company deals. a stunning 25% involve unusual activity in the options market. the same kind called out by pete and john every single day on this show. "squawk" host andrew joins us with the latest on this stunning story. >> reporter: thank you, scott. remarkable to think that literally a quarter of every single merger that takes place that we see announced has some type of unusual activity, and not just unusual, but meaningfully unusual activity. the professors that did this study actually said that
CNBC
Jul 26, 2017 12:00pm EDT
this is new. yesterday, the imf increased the forecast for growth in china and if it were just the dollar, gold would be along for the ride but it's not as far as crude oil is concerned, my favorite momentum index, strength index says it's not yet overbought >> we're getting close to $49 is everybody going to cross 50 >> i don't think we'll cross 50. if you look at the six-month chart, there's a trend channel and it's behaved beautifully within the move from 42 to 49 was expected by me at least and the point now is that just because we're at the top of the trend, that doesn't mean that it respects that level. the fundamental story seems compelling if it goes above 50, i believe that's something to forget about. you miss the first 10% of the move and try to short it. >> looking at that chart, if it crosses 50, that's pretty significant. guys, thank you. >>> meantime, for more futures, check out the live show at 1:00 p.m. eastern time at futuresnow.cnbc.com. >>> final trade is coming up ne xt this is where i trade andrs. manage my portfolio. since i added futures, i have access to th
CNBC
Sep 2, 2016 12:00pm EDT
. china numbers are getting better. our numbers are good and getting better. i think atlanta fed is still above 3.5% gdp. >> 3.2, right? came down. >> came down from 3.8. positive signs. going towards the election. everybody is watching clinton and obviously trump, but the senate's going to be the big determination how the market does, i think, going forward. i also think no matter who wins we have to ax cut. a huge stimulus. what the fed does, doesn't matter who touch. stay 50/50. the big number to watch next week, the -- >> what if the fed goes in september? the fed moves, catch a lot of people offsides. >> not now. not after fischer. >> they have to telegraph it based on the numbers. not only the jobs report and jon and josh pointing out just one number. right. had other numbers this week that hadn't so good. ism survey yesterday, on a contractary mode. that's not good. factory orders today not good either. and to what you're saying about the atlanta fed report for looking forward. if you look backwards and gdp, the first two quarters have been terrible. so if the fed were to rai
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