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CNBC
May 31, 2013 1:00pm EDT
phone makers in china. as long as the golden gate bridge is set to make the fly by this afternoon just missing earth. we're tracking it. plus the uncertainty over the fed's plan to ease qe, causing a lot of volatility in the markets. wait until you hear about how it is hurting the mortgage business. ouncer] surprise -- you're having triplets. [ babies crying ] surprise -- your house was built on an ancient burial ground. [ ghosts moaning ] surprise -- your car needs a new transmission. [ coyote howls ] how about no more surprises? now you can get all the online trading tools you need without any surprise fees. ♪ it's not rocket science. it's just common sense. from td ameritrade. >> welcome back to "power lunch." ten-year note yields moving back into the teens. this looks to be the highest yield close going back to a year ago. april, no real surprise there. it was the chicago number that really put the selling pressure and the yields up. when it comes to junk or investment grade, we all know the story. it has gotten its clock cleaned. when you look at the hyg, the etf, you look
CNBC
Mar 14, 2013 1:00pm EDT
once all the time. this is part of the fact that china is diverging and the u.s. has been moving up. i also want to note that bond etfs are down again today. long term treasuries is corporate bonds. we have had eight down days and only two up days. >> we have breaking news in chicago. a big auction. >> 29 year eleven month. we are adding to this. the fed was purchasing back on a buy back yesterday. ult malt yield in this auction, 3.2, or in layman's terms, a whisker under three and a quarter. it just didn't go very well. the wi was flip-flopping but it looked like it was trading 3.23. i give this auction a d plus. the lowest level since august. indirects were a little better. >> thank you very much for that. let's bring in ken any, the director of securities. what do you think about that? what does that talk about where we are? >> it does tell us that we will have to keep a very close watch on rates as bob said before, we have seen the bond funds for days now. and everybody is talking about whether the fed might step away. i don't think that's the case. it is almost like selling them.
CNBC
May 7, 2013 1:00pm EDT
. take a look at this report that the pentagon put out yesterday, saying china is using its computer net work exploitation, to support economic and defense industrial-based sectors that support u.s., national defense programs. and speaking of u.s. national defense programs, where i'm standing right here is the cyberincident response center, part of a compete calls excelus. as such they're on the receiving end of a lot of activity. what they're doing here is examining the inbound attacks, parsing them apart, figuring out what kind of malware is coming in and figuring out how to respond to all of that. the folks here say over the course of the years they've been doing this, they actually developed a grudging respect for the adversary. take a listen. >> i think what really surprises me about it is the creativity that they come at you with. i keep using that word, and i mean it. it's one of those things we will sometimes sit there and go, that's really cool. it's evil, but it's cool. >> reporter: so evil but cool is the way they look at it here. they're constantly watching these activiti
CNBC
Jul 1, 2014 1:00pm EDT
the viability of that -- there are parts of the world doing extraordinarily well, whether it's china, even the slowing china, and then there's corporateland, which is doing extraordinarily well, because it gets the best of all of this. i don't think all those ducks have to line up in a perfect cliched row -- >> the chairman of the fed, that's the point, isn't it? she is noticing that. that's front and center, and everything trails from that unemployment figure. >> bret, speak to that point, if you would, because not only is the unemployment factor something that the fed takes very seriously, but also the income inequality factor that is out in america that's broadband talked about a lot and ha a chilling effect, some people wanting to get into the market, because they are worried that perhaps if the fed stakes the punch bowl away a bit more aggressively, that they'll get caught. the retail investor is traditionally the last one into the rally. >> sure, i get taking it back to yellen if i could, the last press conference, she for the first time i think noted that rates could move high
CNBC
Feb 21, 2013 1:00pm EST
heard in terms of the macro concerns, really hitting metals, china seeing that it want it clampdown on real estate speculation. the concerns about the fed easing may be ending sooner than expected. and we continue to get bad data particularly out ever europe, all of that has folks not necessarily seeking safe haven in metals. gold now down 6% year to date. ups might attract buyers, particularly in the market in india. now that the prices have come down. silver down 8% so far this month. take a lk at platinum. platinum in terms of its industrial use, used for catalytic converters. with bad economic data and concerns we may not see much demand for auto use. and copper, really the worst performer we have seen with the worst with six sessions in a rewith bad housing numbers here and tightening on real estate and china and copper not looking good. thanks. >> thank you, bertha. important levels here, bob? >> yeah. psychological level. we are really not down that much. since the close on friday, look at the s&p last three days. 1.2, 1.3% to the down side. everybody keeps asking me, how much a
CNBC
Apr 18, 2013 1:00pm EDT
has been, you can see that this has been happening. we are also seeing strong buying of china. the china gold association reporting that retail sales tripled. that is something that is also gaining ground. keep your eye on copper. we are right around a key technical level. and we'll see whether or not copper is able to hang on to some strength. >> once in a generational move on gold in a couple of days. thank you both. it's actually quite quiet today. >> that's a good thing. quiter in the commodity markets, you want to see that? copper after a 52 week low? you don't want to see it dropping more. stock market very similar situation. take a look at the dow jones industrial average. not nearly as great today. i think it was due to walmart. materials have been hit badly this week. stable. financials back just a little bit this week. and finally one thing i find interest i interesting the vix is not dropping today. >> we saw interest rates dip once again today. we have the tenure at about 1.69%. a lot of that had to do with data and continued jitters about whether or not the volatility
CNBC
Feb 13, 2012 1:00pm EST
. >> all right. coming up next, the man in line to become china's next leader is coming to the u.s. tomorrow. but is china still a smart investment play? so far this year shanghai's up 6%, but if you look one year over, we're down 16%. we'll talk about that when we come back. this new at&t 4g lte is fast. hey. did you guys hear... ...that mary got engaged? that's so 42 seconds ago. thanks for the flowers guys. [ both ] you're welcome. oooh are you guys signing up for the free massage? [ both ] so 32 seconds ago. hey guys you hear frank's cat is sick? yeah, we heard. wanna sign the card? did you know the guys from china are in the office... [ speaking chinese ] [ male announcer ] stay a step ahead with the 4g lte galaxy s ii skyrocket. only from at&t. ♪ but we couldn't simply repeat history. we had to create it. introducing the 2013 lexus gs, with leading-edge safety technology, like available blind spot monitor... [ tires screech ] ...night view... and heads-up display. [ engine revving ] the all-new 2013 lexus gs. there's no going back. >>> coming up on "street signs," we're bet
CNBC
Sep 6, 2013 1:00pm EDT
normalization in the world and you're seeing china is not falling off in a hard landing, europe, the data is significantly better so i think we're in what's a more normalized economic investment. with that what do you do with that? means you have to try to create income in different ways, taking interest rate risk and placing where the economy is reasonably good is tricky. fed is going to remove. it's going to start removing this large-scale asset purchase program. it means you have to be careful about long end interest rate risk. own your interest rate sensitivity shorter on the curve, own spread income in different ways. keep your interest rate risk down. you can still take interest rate risk in parts of the world where policy -- where policy is going to be easy for a while. being flexible and making fixed income because interest rates won't work for you. >> impact on housing and michelle mentioned it earlier. talk it me at what level people start to pull back because of an interest rate risk. >> well, we're already seeing people pull back. what we eve seen so far is volatile rates, the
CNBC
Dec 31, 2012 1:00pm EST
. we'll be bab in two. [ male announcer ] how can power consumption in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. >>> this is a live television feed from inside the white house. we are told the president will address the country shortly on the fiscal cliff. as we await what will be presumably a market address, let's start shuffling through where we are in a moment. we kick off with mary thompson on the floor of the new york stock exchange. mary? >> john harwood has been reporting throughout the morning and gifting lift throughout the day, the dow off 54 points and we are seeing gains in material stocks and also tech stocks getting a nice bid into today's session. you
CNBC
Aug 21, 2012 1:00pm EDT
month high and renewed optimism out of the euro zone is helping and we may see stimulus out of china. all this helping not only gold prices but the entire metals come plex and the rally continues here. we're looking at silver as well and silver the best performing metal at the moment, up 3% or so and near a three months high. traders are saying we may technically be looking at a breakout price, psychological around 30 bucks is one traders are watching but already gotten upside momentum technically and looking for that to continue in the next session. back to you. >> thank you for that, sharon. what is fascinating, you have many assets rallying, gold and oil being somethem. the u.s. stock market, american equities are beginning to slip back. they're pretty unique. i'm trying to think of other assets lower on the session. the dollar is. >> remember, w hit new highs. the strange thing about today, europe did pretty well going into the european close. we hold up on a strong european close. that didn't happen. we were selling off. look at the s&p 500, as you know probably, regular viewers
CNBC
Sep 26, 2012 1:00pm EDT
. jane, you may not know that china has established a strategic pork reserve. >> that's true. they are trying to provide more of their own pork so they won't have to import much. simon, when is the last time you bought bacon? >> yesterday. they put it in an omelet when i asked for ham. have you ever bought it in the grocery store? >> i don't go. >> i do. if it was meat, gasoline, milk, bacon is 4.60 a pound on average now. so it goes up 20%, that's 90 cents. that won't impact your cell phone bill. >> i think it is a potentially big geostrategic problem. think of the protests in spain now. what happens when the price of chorizo doubles? >> no more bacon shakes. >> terrible. the bacon buck will be unavailable to most americans. >> just will have to be regular vodka. >> you look great, jane. >> i thought you meant me, simon. >> i want to bring this light with me everywhere. when i go out to eat tonight i want the light with me. this is my beauty light. >> thank you very much, both of you. on the next hour on cnbc big name companies. you know rimm, barnes & noble making hail mary passe
CNBC
Sep 25, 2012 1:00pm EDT
survey.ve jus addicted to hope? and do we really need china? do we really need them? by we, i mean u.s. people, american corporation. we will debate that on the back of our discussion yesterday about the road bumps for electric cars, tesla motors putting out a warning. going to talk about that with phil lebeau. lots of things at the top of the show. sue, simon, back to you. >> do let us know what you decide to do with china ultimately, amanda. >> absolutely. we will. got to tune in to find out, simon. there's the tease. >> i will. i will. >>> this is the first day of the rest of yahoo!'s life you the new ceo marissa mayer is talking to the rank and file at the company's head quarters about her vision for the team. she started the conversation july 17th. since then, the stock is up and down. standing in the $16 a share range today. 15.86, give or take. jon fortt is live at yahoo! headquarters with the latest. hi, john. >> hey, simon. the best i can tell, thins meeting got started about the top of the hour and seems to still be going on, haven't seen a lot of people coming out just yet.
CNBC
Jun 20, 2014 1:00pm EDT
brazil, the largest producer of arabica beans has jumped. one analyst say demand in china is growing. more are switching from tea to coffee. starbucks next week will raise prices on some drinks for the first time in a year. >> i was doing five times a week, but cut it down to three. >> why is that? >> just saves money. >> coffee prices changing is not affecting my. >> i'm not going to cut back on it as long as it's good. >> need it, gets me going all day. >> what's the alternative? >> what is it? well, you know, red bull starbucks will raise prices 8% on its packening aed coffee to bring prices back up. bernstein says the latest nielsen numbers shows starbucks is losing a little share on packaged coffee on store shelves. >>> thank you, jane. >>> that's it for "power lunch." thank you, simon. >>> "street signs" is next. >>> indeed it is. coming up, humanitarian crisis prompting very serious calls for immigration reform. we'll dale bite. >>> we thought it could never happen, but why america has reached the peak of all you can eat. >>> and guns and goals. more after this break. in a wor
CNBC
Sep 24, 2013 1:00pm EDT
market. we also sell in other markets like china and europe but we manufacture in those markets for those markets. that's the snap-on model and it works well. >> great to meet you. thank you very much for your time. the ceo of snap-on. thank you. >>> will we see a historic handshake between president obama and iran's new president? michele caruso cabrera is live at the u.n. michele? >> hey there, sue. president obama spoke earlier today, president rowhani of iran speaks later today. are we on track for a de tant and if we are, what does it mean for the thousands of american citizens waiting for compensation after being victims of attacks, terrorism attacks, paid for by iran. that story coming up about when "power lunch" continues in two minutes. has it's ups and downs. seasonal... doesn't begin to describe it. my cashflow can literally change with the weather. anything that gives me some breathing room makes a big difference. the plum card from american express gives your business flexibility. get 1.5% discount for paying early, or up to 60 days to pay without interest, or both each
CNBC
May 30, 2012 1:00pm EDT
, they've all been clocked because of china and the slowdown in macau and so forth. marriott is the one we like in this. >> there's an upside to the u.s./asian casino. for market perform in our opinion the rim investment proposition is almost entirely driven now by takeout potential. they like it. they're betting on a buyer here. >> right. they're betting on a buyer. if you're going to bet on a buyer, i would bet on a buyer that's got a little bit less risk inherent. rim's model did not work at all. there's a lot of overhang there i think the stock could still perform terribly even though it's down 75% already this year. we actually like yahoo! for that kind of a takeout space. they sold that alibaba piece back to alibaba. so they have some cash now. >> so you want to bet on a takeout, bet on yahoo! and not rim. >> they've deen well this year as well. >> dani, thanks very much. the countdown to the metals close is on. we're going to hit the floor after the break. [ engine turns over ] [ male announcer ] we began with the rx. [ tires squeal ] then we turned the page, creating the rx hybrid.
CNBC
Oct 14, 2013 1:00pm EDT
data from china on their vehicle sales. back to you. >> thank you very much. time to analyze with jim, a cnbc contributor. welcome. let's get to it, merck, downgraded from outperform to market perform by bernstein saying the recent announcement of cost cutting does little to bolster the investment case. the stock is up almost 14% this year. do you agree or disagree with this cut? >> you know, i disagree with that call just because the language to me was kind of soft. they said the multiples aren't ek seedingly low, meaning they're kind of low. the fact that cost cutting doesn't bolster investment case. i think the 3.85 dividend comes into greater play, too, with ten-year yields trending a little lower. i disagree with that. >> downgrading coach from a buy to a hold saying that executive depar sure tours are taking 60 plus years of experience with them throughout the door. what do you think, yes, no? >> i agree with that call. they say that traffic trends are deteriorating. they say they're hearing foot steps from michael coors. those are fine. i would point out too the last three earn
CNBC
Dec 30, 2013 1:00pm EST
that pure play. compared to other markets, philippines were flat this year. korea was flat. china was down 7%. that's remarkable that out performance given now exported oriented japan is. interest rates are what matters. still below 3% on the 10 year and helping interest rates sensitive groups helping. emerging markets, housing stocks have had an incredible run in the last six or seven session. consumer staples slightly to the down side. gaming stocks are up. we had numbers on the las vegas strip revenue up 23%. those stocks are doing better today. social media, people are wondering what's happening. if you followed social media, these stocks have exploded. twitter was prisd at 27. went up to 75. take a look how they look for the year on social media. don't worry about what's happening in the last two days. perhaps a little profit taking. this only happened in the last two days. >> let's talk about the market in general. thank you very much, bob. the dow searching 25%. s&p 29%. what are the chance the market can match those returns next year in 2014. here's what thomas lee with jpmorg
CNBC
Dec 19, 2014 1:00pm EST
announced the climate deal with china and 300,000 new jobs added which was a sign that the recovery from the great recession really arrived to stay and all of those things i think makes the president head to this holiday vacation in a good mood even though when he comes back after knew years he's going to have to deal with mitch mcconnell and john boehner. >> can i pick up two of those unilateral actions, the orders he made. one is immigration and the second is cuba. what do we expect him to say about potential cooperation from the gop which of course has many many angry voices seeking to derail in many ways. >> i think the expectation for cooperation and compromise with the republicans is very low. perhaps on trade deals. he's negotiating with specific trading partners as well as with europe. those are ways in which both parties could come together. loc long shot hope of corporate tax reform although i wouldn't hold out tremendous expectation on that front. he is saying there are things that he can do as he is just shown in the last month that if he can simply keep things as smooth as p
CNBC
Nov 5, 2014 1:00pm EST
be a turn around. china is slowing down. i'm not sure on the fundamentals you would want to buy into that. never buy just on technicals is my point. >> sue, back to you. >>> a number of sectors that could stand to get a boost from the republican win we will profile three of them. dom is drilling on energy for us. >> here is what we got. a reason why energy stocks are going to be a huge focus for investors on the heels of this republican controlled congress. many believe the energy policy will be front and center for the party. dan clifton says energy policy has become the main economic policy for the party and among the things he sees is the approval of the keystone xl pipeline. that could be a huge benefit for companies like trans canada. they are a calgary based company behind the keystone pipeline network of oil pipelines. there could be more exploruation and production all over the place. that means more drilling. they highlight cabin oil and gas and oil services companies like here. they can potentially benefit if the oil and gas business starts to boom a little bit more. the op
CNBC
Apr 16, 2013 1:00pm EDT
topic and talk about how apple stock has decline. the latest news over china, it's ramping up protection for the iphone 5s. karnry are you a buyer? i think the risk is more that it goes up than it goes down at this point. >> jon fortt, is it down and out? >> well, probably not out, but look, i think we have to see what their response is to the lower end and mid fehr saturdayphone tend. do they have to sacrifice margins? of course we see the chinese economy looking iffy lately. we'll look to see how confident they feel about that. >> let's finally turn to dell, a deal that icahn has doone. he says he will limit half his stake at 10%. in return he'll get information that management says will maximize the chances of elitting a superior proposal. john karney, a good idea on behalf of the incumbents? >> look, i have to say wouldn't it be fansic to be carl icahn. wouldn't it be please don't spend more money and we'll give you better access? he's win in a deal, and he's won in this one. sure, i'll keep more of my cash to myself, and you let me in and look at my books. that's an amazi
CNBC
Feb 11, 2013 1:00pm EST
an opportunity to get in here. nike's position to do things in china and untap future revenue for them. >> let's move on to the last stock. dougherty downgrading green mountain coffee. saying quote, we sense that green mountain views the long-term growth of its u.s. household brewer base plor conservatively today. this stock obviously has had an awful lot of volatility over the past six months. >> yes. >> that's an understatement. down almost 4% today. down on a one-week basis down just about 7%. year basis down almost 31%. >> yes. us traders like to say this stock has been taken out to the wood shed and beaten. >> you bottom fish. >> i don't know if there is a lot of bottom fish. the k-cup, a lot of things that bother people is the forecast. the forecast were quite dismal. as it shrinks and competition comes up, i will stay away. kills me to disagree with three analysts but i agree. >> down with you, three for three today. >> we need to get back to the markets. goldy is about to close and close at a five-week low. well tell you why. >>> good news for retirees at this time, involv
CNBC
Jun 10, 2014 1:00pm EDT
department accused five members of the china's military into hacking into u.s. computers, a new report that the chinaers are at it again and getting more creative. eamon javers has the latest. >> the new report comes from crowd strike, a private internet security consultling firm. they have released a lot of new details on one of the units of the chinese military that crowd strike says is response for a lot of hacking attacks against the united states. this particular unit is likely behind attacks on space and satellite firms, using in many cases face e-mails, including one that had a bog us yoga brodeur, designed to entice people to click on that and then activate mall ware. they're known as 61486, identified as being based in shanghai. because they were able to get the i.p. addresses and e-mails associated with the hacking attacks, they were able in this report to go through and trace back some of the attacks to the actual members of the chinese military unit allegedly who participate indeed it. then they got their facebook and chinese social media postings from some of those members
CNBC
Apr 5, 2010 12:00pm EDT
ahead, is there little currency back scratches going on between the u.s. and china? >>> plus -- >> did you get your ipad this weekend? many first adopters say there's nothing like it. which raises a good question. why is apple the only one innovating. >>> ceos before congress. is it a problem? >>> tiger talks at 2:00 p.m. before that darren rovell is talking live from augusta. >>> treasury secretary geithner says the u.s. is delays a report on whether china is a currency manipulator. this comes off weeks of tough talk and rising tensions on both sides. what's behind geithner's decision? chief washington correspondent john harwood has the story. john? >> reporter: this has been an issue as you know that's been roy roiling u.s. politics for some time. the obama administration decided that upcoming meetings in washington and in the rest of the world were other venues in which they could pursue this issue. they decided to put off the issuance of that currency report. larry summers, the white house economic council director over the weekend said it was simply wiser to wait. >> tre
CNBC
Feb 3, 2012 1:00pm EST
favor? >> asia is top on our score list. we think in terms of valuation, china and korea score particularly well. >> do you think this is a trap? do you think the market moves are trap? we now have the gains that most analysts a month or so ago would suggest we would get for the entire year. unless the data today is great. if you look at the gdp number we had for the fourth quarter it was all about inventories and the commentary then it's not solid, that inventory will dissipate and growth will slow. are we throwing that out the window now? >> we're not necessarily throwing it out the window. investor sentiment was very oversold in the middle of last year and also towards the end of the year as well. so investor sentiment were not back in what we call euphoria levels. >> barbara, if you play emerging markets and you favor china, do you do it through funds? because for the individual investor, china's not as easy to play as perhaps korea is. how would you do it? >> well, we have a couple different strategies we like to implement for emerging market exposure. active management in
CNBC
May 25, 2012 1:00pm EDT
is a comparison chart of china's market versus the dow jones industrial average. yellow for europe. white is china. some say that could be evidence europe's problems are climbing the great wall of china and creeping into their economy. >> the chinese economy is feeling the drag from europe. exports to the eu are down four months in a row. foreign direct investment fell in the january to april period. chinese investment bank cicc says china may need a 600 billion yen stimulus package to shore up growth. otherwise china's gdp may fall to 6.4%, a 22-year low. >> 6.4%. would sound great for us, low for china. and chinese growth helped drive oil up in the last few years. will europe help make it fall? as the u.s. and european markets dropped in the last month, oil also lost 12%. sharon epperson's live at the nymex with why the drop isn't translating into help for europe. sharon. >> michelle, it surely isn't. it's really a one-two punch for european consumers at a time when their economies are in turmoil, fuel costs are actually at all-time highs. they're actually near levels we saw back
CNBC
Mar 28, 2013 1:00pm EDT
china and brazil and emerging market companies, they're all basically to the downside. the only one outperforming is japan. the bank of japan will be meeting next week and we will hear from them. >> what does this mean for professionals in the market? >> we're right at the top. we're right at the highs and it will be interesting to see if we actually close at a new high. that will be great for them. >> why is it great for them? >> it's the end of the quarter. they will mark their position at the end of the quarter. they' they're. >> the only thing that is missing is losses in bond portfolio. s if they had a couple quarters, then you start seeing the great rotation we have been talking about for the last couple of months and still not really happening. bond inflows. >> i think what you're going to see is the second quarter. we will see a little bit more volatility. we will see pressure on the market just because we have got the debt ceiling debate and earnings that are expected to be muted. we have to cover europe. that's important. >> kenney? have a great look. >> you thought it was
CNBC
Jul 24, 2014 1:00pm EDT
conveniently for you in the quarter. it's really europe and china that seem to be blowouts for you. talk us through what's happening. >> yeah, i really think it was not only a good quarter but we were able to look forward and see that people are coming back. people are doing more cruising. our family market is growing. china, of course, is a great opportunity for us. >> it is the pricing in europe and china that is the standout, correct? the issue for you guys is you've got fixed capacity. you're going to fell the ships. it's a question at the price in which you fill them. >> i'm wondering if you're not perhaps giving up on caribbean because of low ka passty, just because of margin or south florida. we have the build-up for your new class of ships. this is the ship that has the 300-foot crane on it, lifts people into the sky on a capsule. it turns out when the ship arrives in november, it's going to spend sick months here, and then you're sending it off to china. so are you giving up on southern florida? >> i love it when my biggest problem is that people worry that we're taking ou
CNBC
Apr 7, 2010 12:00pm EDT
it, china's doing it diversifying away of holdings from dollars. right now gold is the trade. you asked before about oil. oil has been going up. what is going on today is fundamental shift where you're seeing come back in the markets. the better trade right now is gold over oil. >> let's talk about stocks. zack, i was impressed to read your op-ed in today's "wall street journal." until i got to in the fool paragraph that said none of the reasons the markets are likely to move up depend on robust economy or robust growth in europe. 55% of global gdp. are you sure? >> am i sure? you know, if i were 100% sure i would be somewhere else right now. but i am sure that global companies have been able to detach from their national economies and that too many still look to macro data for too much guidance on how companies are going to do. that is true about american investors and american stock. just means like companies like microsoft, intel, cisco and go down the list with 60% to 70% of their growth overseas and not in europe, they don't need a strong u.s. economy to do well. >> fortunate
CNBC
Aug 20, 2013 1:00pm EDT
. emerging markets are up, or down overall on the month. i want to point out, simon, china is on the upside. and there are a number of chinese stocks doing very well. here's sina, online mobile and media services. that's doing very well. not all emerging market stocks are down. be careful about that. there's differentiation. >> the industrials are down because so much of the profit stream is from emerging markets. currency moving against them. it's going to hurt the likes of ge or deere. >> there are oath stocks trading to the upside. g.e. hasn't bounced all day essentially. >>> let's check the nasdaq with seema. >> we digest the latest movements, check out the tech names that make a significant amount of their regular moves overseas, specifically in asia. intel, qualcomm and apple on that list. speaking of apple, according to factset, apple's institutional share value experienced its third consecutive decline in the second quarter. however, it's still one of the top tech holdings held by institutional investors. google, microsoft also on that list. simon, back to you. >> thank you v
CNBC
May 31, 2012 1:00pm EDT
, india and china ponyup cash in essence of a special vehicle that could just go to europe. we were there, were we not? >> there was talk about that, simon. i don't believe it was ever actually formally put together. and there is no process right now by which special moneys would go to europe, as i understand it. >> rick, how in chicago does the prospect of american taxpayer dollars bailing out europe go down? >> well, i'll tell you, simon. when that story initially broke, the water cooler talk around here was fast and furious. and it isn't based on fact, it's based on political fear. i'll tell you what i mean. many traders down here said if europe sinks in the kwag meyer even farther, it's going to effect the global economy. the global economy effects the u.s. and that effects the outcome of the election in november. so around here what they're nervous about is is it's an election year and most traders don't really like politics, but they think the current administration would have much more incentive to consider an imf bailout should it make our economy look better. these are the
CNBC
Sep 27, 2012 1:00pm EDT
north america should still be strong but continued weakness in china, especially with apparel, could be a bit of a problem. stern a.g.'s sam posner has a neutral rating on nike and says gross margins are the key here, nike has missed guidance in each of the last three quarters. ubs has a buy at a $106 target opt stock. they believe a massive u.s. quarter may offset the woes in china. now the competition. lulu lemon ceo christine day is saying her company is taking share with fitness-focused women. under armour is the one really in nike's crosshairs and maybe vice versa. it's double down on shoes and as nike's stock has been flat year to date, u.a. is up 50%. some say that's because of takeover chatter. nike would leverage itself quite a bit. under armour has a $6 billion nike cap. nike has 2.3 billion in cash. results after the bell. back to you. >> oracle ceo larry ellison is one of the richest men in the world of course worth more than $30 billion, but he's doing some things that have really caught the eye of our wealth editor robert frank. robert? >> that's right, tyler. when we come
CNBC
Oct 15, 2013 1:00pm EDT
they fit. >> think about apple's market and think about what angela ahrendts has done in china it makes sense. >> very interesting. let's move on to parts of new jersey where we live. verizon has stopped laying down traditional copper line for its phone network and recently the ceo said it's no longer concerned with land lines. do you have a land line in your house? >> we have a land line in my house. >> i do too. would you give it up? >> i like the security of the land line during difficult times. >> during a storm or something. you wonder about the cell service. do you think we're beginning to see really the end of the land line? >> i think we're moving to a new frontier. i think the land line is going to become increasingly less utilized. but i think the key is striking the balance because some people will still want to have that security and companies have to think about how do they anticipate the future and give customers the future while allowing those people who are still wanting to have access to land lines to transition them. >> my problem with the land lines has been tha
CNBC
Sep 4, 2013 1:00pm EDT
in one plant in china but semi sales were up 5% in july. coca-cola rebounding from yesterday's decline after a downgrade and verizon, too, looking very strong. it was under pressure yesterday as investors reacted to the news and bought the rest of the stake in verizon wireless. microsoft remains under pressure after buying nokia's handset business. a couple of other stocks we're watching, jc penney, yet another hedge fund, glenview investing in this stock and dollar general coming out with stronger than expected results and also for the last quarter, helped by some sales of branded goods and cigarettes and h & r block. revenue is stronger than expected. however, the company's ross was wider in large part because of some higher expenses so it's under pressure, but the dow, we're waiting, of course, the vote from the senate commit and also the beige book coming up in just a bit. we'll see how the markets react. >> juniper network doing very well on the comments from the c.o.o. and on that note let's head to the nasdaq and bertha coombs on the details of what's shifting there. >>
CNBC
Sep 3, 2013 1:00pm EDT
u.s. but also some from over the course of the weekend from china and europe and that's really helping to push silver and copper prices higher. it's not just syria this month. you've got the fed and then a couple of more votes as well on the budget and the debt ceiling. this could be a very volatile month. back to you. >> that's for sure. we've got verizon and microsoft weighing on the dow. let's get to mary thompson. other indices are higher. >> that's right. the markets are well off their best levels of the day after the comments made by house speaker john boehner that he would support the president with any military action against syria. the dow is off 16 points. it was a big deal day though. want to highlight a couple of stocks in the news. verizon and vodafone lower after verizon said it would be acquiring the 45% stake in the wireless unit it doesn't already own. jann arden is another company in the news buying yankee candles for 1.75 billion, and its stock is higher on the news. another, smithfield, might recall that this is a food company to be acquired by a chinese firm but no
CNBC
Aug 24, 2015 1:00pm EDT
growth are they? >> we want no china, nobody lud to do business in china, google, netflix. these are stocks i'd like to be down, at one point below where it was at the quarter. apple, we have information apple is strong as of last night. >> that's right. you really moved the market this morning. you got some comments from ceo. >> apple move the market. >> tim cook trying to put to bed fears about kpoexposure to chin >> i felt like it's important to check in. you always try. i've been trying to get scoops since i covered ted bundy's homicide in 1997. i've been around long enough to try to get a scoop. why not get a scoop. the answer is i was concerned after last week, skyward exclusions, big provider said things on track in china and stock got hit 10%. i reached out and the conclusion i got was i think tim cook, he doesn't do quarter updates, but was kind enough to share, i'm going to have to quote here, continued experience strong growth for business in china july and august. therefore takes entirely the decline in their dow so to speak. >> sure. >> iphone accelerator of the past two
CNBC
Dec 31, 2009 12:00pm EST
commodities will shine next year. >> we'll tell you about the three big issues that could derail china's economy in 2010. >>> but coming up next "the fast money halftime report." >>> welcome to "the fast money halftime report," we're getting the heart of the action as it's happening. the bulls are taking a leave as the markets trade to the down side, but there are pockets of strength that could make you money. let's get the word on the street. here's the fast-money crew. brian kelly of conundrum capital and kelly of mkm partners and steve cortes of vera krouz. i think the important thing here is a little bit of trouble here with the s&p around that 1120, 1130 level. we haven't been going anywhere much in the last week or so. >> yes, you know, bob. we have to say the market was secretary this year. it was a thorough bred and it seemed like it would limp into the close today. >> 1120 to 1130, is there any chance that we might be able to break out of that and that's been the pattern all year. we move sideways for a little while and we could be up to 1130, 1132 very quickly. >> we sure could
CNBC
Aug 3, 2015 1:00pm EDT
is here to talk us through the action. >> slower global growth in china, slower global growth in latin america, particularly brazil. the commodities complex, new lows in exxon, new lows in chevron. that's why the dow is underperforming the rest of the market. conocophillips, devon energy, a half-a-dozen big energy names again at 52-week lows. we're seeing some new lows in other commodity stocks. groups. ael key with a is at a 52-week low. freeport mcmoran in the copper area also at a 52-week low. another reason that we're having a problem is big global companies, the big global -- not just energy names but industrial names. general electric. united technology. 3m and caterpillar. they're weak on a slower growth story as well, not just energy but material names. now industrials are also weaker. it is spreading a little bit as we've seen recently. commodity stocks at new lows. alcoa and freeport mcmoran lower. lower oil though is helping some of the airline stocks out there. seeing moves up there. commodity stocks, commodity group as a whole here. you can see crude oil, copper and
CNBC
Feb 9, 2012 1:00pm EST
hot. >> and they have international exposure as well with china and hong kong and some exclusive agreements there, correct? >> they just signed a new joint venture last quarter. so they are going into those markets. europe, the good parts of europe like germany has been a big market for them and strength continues there. higher margin in the u.s. is about 20% of their business with the u.s. retail about 60%. >> courtney, weigh in here. what do you hear? there's obviously a lot of buzz about this brand. they have pricing power. the jeans are expensive, north of $400 a pair in some cases. interesting that it still works in this environment. >> it is. and i think that this is one of those companies that it's consumers feel better when the stock market is doing better as opposed to the macro economic environment, sure, that's important. but these are the higher end consumers. they pay a little bit more attention to what's going on with their investments. they're not as worried about what's going on say in the labor market. that being said, there are some things to watch out for. i kn
CNBC
Sep 12, 2012 1:00pm EDT
wireless standard in china which will provide opportunities for apple to sell the iphone in to china mobile some time in the future. >> how concerned are you about the intervention of the chinese government and the degree to which they could slow what is clearly an iconic american company's growth in their own backyard? because there's been a lot of comments about that as well, john. >> well, for apple, they have not had an agreement with china mobile and we would think that there will be one some time in the next year. >> peer, that's kind of a back door way in to china, but a lot of people think that if indeed that is the case, if they do announce that kind of initiative, it perhaps is a more effective way to penetrate the biggest market in the world rather than going in perhaps in a more overt way. they already have, to a certain extent. but how effective do you think that kind of initiative might be? >> i'm going to defer on this one. if you want to ask me about the chinese market, you're better off asking just about anybody else on tv right now. >> okay. henry? >> it is a huge m
CNBC
Jun 26, 2014 1:00pm EDT
and capacity in china, aggressively restructuring the european business which is going to return to profitability. soo we thi so we think the stage is setting up nice for ford longer term. >> and paul, you were bullish. but john, you decidedly are not and you think we might slip back into recession. tell me. >> that's correct. well, first of all, that is interesting on ford because i think just in general the auto sector has moved up to about 60 average days in terms of inventories and that's the number of days a car sits on a lot before it's sold. we think that probably goes to 90. but i think the real theme is two fold. gdp number yesterday negative 2.8, everybody is brushing that aside. that's a bigs can disappointment appointment and we're seeing the ten-year and 30 year headed to flat curve. a flat curve generally is a leading indicator for a recessionary type environment. so it is our view that our recovery is pretty much we're done with the recovery and that was primarily driven by the fed. so as the fed backs away and the curve flattens, i think we're beginning to go the oth
CNBC
Dec 26, 2012 1:00pm EST
asia on hopes that maybe this new regime in china is going to be spending more helping to prop up the property department there, housing, than might mean more demand for industrial metals. copper today, the standout in part because of that. also, a different note, the s.e.c. ahead of the holiday delayed a decision on the proposed etf, according to the "wall street journal," the etf would hold twice as much copper in terms of holdings compared to the jpmorgan holding approved on december 14th. >> i think 182,000 physical tons they could take off the market. we'll revisit it later. for a moment, thank you. bob pisani is joining me on the floor of the nyse. the big discussion is about retail and what the figures from mastercard tell us. >> i just want to point out that the dow industrials dropped in the middle of the day. there had been some concern the house leadership which is all coming back now did not send out a 48-hour notice to their membership requiring all the members to show up and vote, even though there's no fiscal cliff deal, there was hope they would bring everybody bac
CNBC
Mar 30, 2012 1:00pm EDT
. there are concerns about the slowdown in china as well as the slowdown in europe and how the u.s. will effect it. and of course we have the earnings season coming up. take a look as we head into the end of the this quarter. leaders today health care, of course, hitting 11-year high recently. the s&p health care index sitting at an 11-year high of course in the wake of all those arguments made before the supreme court about the health care legislation earlier this week. and also consumer staples actually hitting a historic high today helped by some of those defensive plays like altria, the tobacco company as well as jim beam. back to you. >> have a great weekend. thank you so much. now let's switch on the "power lunch" power surge and drill down on the stories driving the day. oil prices stabilizing a bit after a big selloff on wednesday and thursday. biggest decline for the year in fact. but on the last day of the first quarter, energy prices are holding steady right now. sharon epperson is at the nymex. hi, sharon. >> hi, sue. you can thank the weakness in the dollar for that an
CNBC
May 28, 2013 1:00pm EDT
. a lot of houses are being purchased by blackstone, and this week we learned that china, the sovereign wealth fund may start purchasing houses with its -- >> individual properties? >> yes, with the foreign currency. so i think a lot of this is investor driven. it gives me pause on how strong this really is. >> cindy, you realize the prices, even though they are up at the highest pace, they're still about 30% below the peak? >> that's a really good point, the most important appoint. we're not there yet. i think we're just starting to get back to a little more normal, kind of seeing the early signs of it. but you're looking at most of the sales happening in existing homes. the think that will help drive the economy will be new home sales. >> back to 2003 in terms of levels. >>> let's go to another happy story here. the cruise industry, another pr nightmare for that industry, royal caribbean ship burst into flames at sea near the bahamas. have you ever been on a cruise? >> i was on a cruise once, and it's because i love my mother. i'll tell you something, i was completely shocke
CNBC
Apr 6, 2010 12:00pm EDT
. over $2 trillion is in china alone. so, we've had a lot of trade with the far east, with particularly with china and, of course, there was a massive devaluation between 1986 and 1994, which i'll -- >> tell me why i'm buying gold here? it's because the economy is heading for a crater and, therefore, i'll need gold because gold goes up or because the economy is healthy and inflation is going to kick up and then i need gold to hedge against inflation. >> well, it's a hedge against inflation. we're not in a true inflationary environment right now. to do with high capacity utilization and low unemployment rates and wage pressures. we are seeing monetary right now. i'd like to set it aside from the commodity because it's a true monetary asset. it's an exchange for thousands of years. so, it is, you know, its function as a monetary asset is the driver of the gold price. if you look at the gold price changes in terms of oglobal liquidity in terms of the u.s. monetary base plus changes in global foreign reserves there is a tight correlation in the one variable alone. >> now, the dollar is stre
CNBC
Apr 15, 2014 1:00pm EDT
. >>. >> momentum is beginning to come back. we are improving in key markets, line china is up double digits, brazil is up for us, russia and india were both up 6%, so we're improving on the prior quarter. it's sequential improvement. we intent to continue that sequential improvement going through the year. >>> now growth in emerging markets, especially in the so-called bric nations. but north america is a key market here. it's coke's biggest market overall. a big challenge will be maintaining that growth profile in the coming months and years. while soda demand is still there, changing consumer buying patterns will be a big theme. that's why coke is expanding on non-soda product likes water and juices as well as using natural sweeteners in low-calorie sodas. down about 3% so far, just flat over the last year. investors will take these results as an early step in the right direction, and the ceo will have to see if he can keep that momentum going. >>> one issue is the disconnect between the markets and how the economy is performing. the data have been coming in pretty good, but stocks
CNBC
Jun 30, 2014 1:00pm EDT
get the final word. i know you were just in london for the china fund meeting. what did you see there about china and asia and what's the consensus? >> listening to people, sue, on the ground in shanghai and elsewhere is the stability has returned. the slowdown that government engineered was surge is he isful. they are now bringing them out of that. the stocks are reflecting hard land probably. banks over there selling less than 5 times earnings, 5% yield, like 1970s in the u.s. market, so expectations are very low and my guess is that we are gonna get some surprise to the upside the next couple of years in the economy there and in the market. >> all right, gentlemen, a pleasure. good to see you both. thanks for joining us. >> thank you, sue. >>> bertha coombs now for a market flash. >> hi, sue. international paper getting the bounce today, moving higher after the publication over the weekend. so the stock could rise some 40% the last 12 months due to an improving global economy. it also said the company is turning its attention to returninging more capital to shareholders as a possib
CNBC
Aug 21, 2013 1:00pm EDT
like to look at china which i think is attractive valuations and earnings growth prospects. over the past month it's currency was up and the china etf was up 3.5%. when investors say that markets are falling down. my response to that is which ones are you talking about? chi china, that is not the case right now. i like that one. i like korea. the etf has been flat. relatively good performance considering what is going on in the rest of the world. both these countries have forward price earnings ratios adjusted for growth of less than half of 50% that of the us wherever i one seems to want the us. brazil and russia still have tough times to go through. have a great afternoon. thank you. >> in syria, we are watching a story very closely. it was deeply concerned the attacks come on the one year anniversary of president obama's comments when he warned the regime of using chemical weapons. >> a red line for us is we start seeing a whole bunch of chemical weapons being utilized. >> nbc's richard engel is following this story from cairo. >> if that was the red line a year ago and that red l
CNBC
Apr 4, 2014 1:00pm EDT
seen since december of 2012. who is buying more? china. there are six countries still permitted to buy oil from iran but the administration says during this negotiation period through july, they are not supposed to buy more than their six-month average. if you look at the 15 months worth of data for china, they had better be buying a lot less from iran in the next two months or they will be in violation. india is also one of the six countries. let's go through the next charts. we see a big spike in the last two months as well and you can really see it on the 15 month chart where it's really apparent. so what's going on? nat kearn says he thinks the state department isn't focused on this like it should be. >> there has been a little lax enforcement. there has been a lack of attention. to some degree during the past couple months, as this trend began, the administration denied that there was any trend and just called it simple fluctuations. >> the administration says it's not true that they are being lax. they still say it's seasonal and the next two months will show declines and they al
CNBC
Apr 23, 2014 1:00pm EDT
guidance that could upset investors, there's a worry that china mobile isn't selling as many iphones as expected. china mobile doesn't subsidize i phones, also consumers, especially overseas, they want phones with bigger screens. apple currently doesn't offer that. pressure could come from u.s. phone carries, at&t and verizon, they're allowing they're customers not as often as they use to. if shares tumble in the after-hour, i'm told that investors should buy that dip. he says apple will move higher. and boosts its buy-back program. sue, back to you. >>> let's go to morgan. she's in l.a. covering facebook for us. morgan? >> thanks, susan. street is calling for profit of 24 cents per share on 2.36 billion in revenue. that would be a doubling in earnings year over year, and a 62% jump in revenues, so about in line with the last quarter. this is one reason shares are still up despite the recent dip. more than 135% over the past 12 months. nearly all revenues will be coming from advertising, so watch that number closely, especially mobile, which is expected to make up over half of the total
CNBC
Aug 22, 2012 1:00pm EDT
brings economic benefits, as well. the important thing to recall is that russia unlike china is not a manufacturing based economy. china saw an immediate boost to the economy once it ceded to the w.h.o. and it's a natural resource based economy, primarily oil and gas and the benefit to russia at least in the near to medium term is quite marginally. in terms of the risk and the case of the riot last week, this is disaster for the kremlin and they're not able to manage public relations very well. so instead of, you know, really taunting the fact they ceded to w.h.o. they're focused on the human rights regime. >> a lot of people look at russia, look at the natural resources. look at the fact that although there's a boom and bust cycle in russia we're aware of, when they're in boom times you can make a lot of money there but given mr. putin's tendency to try to control all things that smell of capitalism, is the risk/reward ratio generous enough to risk money there? >> well, i think it is and i think when you talk to u.s. businesses and foreign businesses generally on the ground there w
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