Skip to main content

About your Search

20090604
20171123
STATION
CNBC 1064
DATE
2012 196
2015 192
2016 192
2014 174
2013 158
2017 148
2010 4
2011 0
SPONSOR
LANGUAGE
Search Results 0 to 49 of about 1,064
CNBC
Sep 25, 2015 12:00pm EDT
president of the united states and china's president xi jinping will meet in the rose garden for that joint news conference. we'll take you there live as the leaders of the two most powerful economies meet reporters with many important issues on the table today. cyber security, the theft of intellectual property, hack, and the threat of u.s. sanctions as well. our chief international correspondent michelle caruso cabrera is on the north lawn for us today. michelle, this visit may have brought the typical pomp and sick. we saw some of that this morning. as the washington post put it today, the romance between these two is all but debted. a nod, of course, to the many contentious issues that we've highlighted and have to be dealt with today. >> there's a long list of them, aren't there, when it comes to whether it's a situation with the expansion of the islands in the south china seas, whether it's cyber security, and whether or not there is any hopes of them coming to some kind of cyber accord the equivalent of, say, the nuclear accords that we used to talk about during the cold war. n
CNBC
Jun 11, 2012 12:00pm EDT
recession in the u.s. >>> trading china. should you be buying the dip? john rutledge of rutledge appal joins us on the take. >>> waiting on apple's next big thing. one hour left to trade the stock ahead of the big developers conference. ke welcome. >> joe terranova. i'm watching financials. >> i'm watching 1335 in the s&p cash as well as gold. >> i'm steve cortez. i'm watching italy. >> jon najarian. i'm watching ni vid ya and verizon because of the worldwide developers conference. >> all right. joining us for the full hour is our very special guest, jim rogers. a renowned international investor. chairman of rogers holdings. he is an outspoken bull on commodities in asia earlier in his career. he also co-founded the quantum fund with george soros. you're putting us to sartorial shame with that summer suit today. >> i live in the tropic. just got off a plane from china. here i am. >> we heard from the traders. what's the most important thing you're watching today. >> i'm watching the whole world. i'm very worried about what's happening with central banks. central banks are printing a lo
CNBC
Apr 2, 2012 12:00pm EDT
the day now on this the first trading day. positive u.s. data and surprising data out of china. we'll talk about that in a bit. look at major averages here. dow industrials good for 61. s&p and nasdaq in positive territory. gold and oil always on our 90s. gold is higher by three-quarters of 1%. crude oil as well into the green today. let's get to the stop stories we're following on the halftime show. apples prices. apple fever continuing to grip the street. decoding china data. which numbers should you believe and what should you trade? we we will break down confusing data and we're consulting the stock traders almanac in running through the biggest risks to watch out for in the second quarter. welcome to the "fast money" halftime report. lots to trade. let's start doing it with apple holding well above 600 bucks. analysts in a race to ratchet up price target. what's the next catalyst for this stock? >> earnings. we need to know how many ipads they are exactly selling. last week we had analysts suggesting they are not selling as much as they are. apple in price action today is
CNBC
Jan 7, 2016 12:00pm EST
china. let's get over there. >> guys, thanks so much. welcome to "the halftime show." joe teranova is here along with stephen weiss, josh brown. also from new york today, kathy lien, managing director. our game plan looks like this. target practice. when will apple shares bottom? the top ranked analyst who said on this very program that the company's best days were behind it. once again, joins us live. bullfight. our desk debates famed market watcher jeremy segal, who says stocks could still rise 10% this year. is that really possible? we begin with a continued selloff in global markets with a picture at this hour a bit different from where this day began. here is where we stand on wall street. stocks coming back quite a bit after plunging to a three-month low right out of the gate. once again, china, front and center. trading there lasting less than a half-hour before circuit breakers kicking in. no surprise, u.s. stocks not reacting well to that. nor did they react well, guys, to the continued, steve, devaluation of the currency. yes, the dow is only down 200 now, and i say only
CNBC
Jul 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
Sep 5, 2012 12:00pm EDT
. should you be buying? and china, correction or crash? a dire prediction for that country's economy and stock market. and what it means to your investments. we're trading all of the big movers today with pete najarian, john najarian, simon baker and steve grasso. our top story the market's moment of truth. investors bracing for big news from draghi, bernanke, on friday's jobs report. pete najarian the next seven days could very well decide whether this market takes a leg up, a leg down, how do you see it? are you as bullish as you've been? >> i continue to be bullish and here is why. when i look at the volatility index we remain on the lower end. yesterday we did move up toward the 19 level. we pulled off of that level. we continue to see the financials trade very, very nicely. you look at the xlf. it remains well above the 15 level. financials stayed strong. pharmaceuticals remain strong. obviously you look at the nasdaq itself. specifically you look toward apple. that has remained strong. so there's a lot of reasons for why i have remained optimistic, but primarily it is that vola
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
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
Mar 28, 2012 12:00pm EDT
financials. we're having a sell-off in the markets. maybe it's because of europe. maybe because of china. those are issues that i already know. as long as the u.s. economy doesn't weaken significantly, which it doesn't appear to be doing, then i'm still okay being long financials. that being said, separate the fundamentals from trading. you have a 75% profit in any stock. i don't care what sector. certainly take some off the table. >> this is what you're going to have to do, right, as a trader as you head into the second quarter. many sectors have sizable gains. you'll have to decide whether you ride that wave or you have to take a little bit off. what do you do with the banks? >> certainly banks have had a nice run. over the last month we saw it broaden out. financials up 6% as a group. xlf. they have rallied. we saw nice option activity in bank of america this morning. people going out buying over 25,000. playing bank of america to the upside but defining risk here is somewhat appropriate. we're entering a period of time in the market over the last couple years where it's difficult to
CNBC
Jul 13, 2012 12:00pm EDT
oil is rising. got some china data, yeah, the fastest slowdown in three years. but not as bad as some feared. you've got gold soaring as well, it is up more than 25 bucks an ounce. >>> here's what we're following on the "halftime" show on this friday the 13th. bank bump, the london whale still looms large. bank shares surging after jpmorgan's earnings blow-out. and china slowdown, posting its slowest growth in three years. stephen roach is here and he says the worst is behind us. and scariest trade ever! it is friday the 13th, after all, so the traders are going to share with you their biggest horror stories. hard to believe that is all ahead. but it's true. let's get to the bounce in stocks right after a very weak, weak weak, pete najarian. how are you trading it? >> all you have to do is go back to this wednesday when you saw the financials helped buoy the market from a market that really wanted to sell off. thursday, they participated on the selloff. now obviously we are all anticipating what's going to happen out of this jpmorgan/wells fargo dual earnings report. we have solid num
CNBC
Apr 27, 2015 12:00pm EDT
from china, even with the great gains that we've seen in the stock market over there. we're going to toss it out to the conference in los angeles. two big interviews with two big people today. blackstone's chairman and ceo steve schwarzman. he's sitting alongside brad sullivan. >> scott, thank you very much. steve schwarzman, runs a bunch of stuff. all of our audience knows what he does. they teased you with china, steve, welcome, thanks for joining us. i want to start with real estate. a lot may not realize you are the biggest owner of homes in the united states. what's your view? is housing still a good investment? >> housing is a good investment. its been coming back for quite some time. we're only building about half of the houses we did at the top of the last cycle. people need to be in houses as immigration continues in the united states. >> so we'd still buy. you bought at the bottom, would you put new money in housing right now? >> we still put a little bit in now. not as much, nearly, as we did at the bottom, but we're finding that the market continues to go up. for the valu
CNBC
Nov 30, 2015 12:00pm EST
, christine la guard announcing that china's currency, the yuan, will be added to the global basket of major reserve currencies. it's a badge of honor for china. much more to do with the symbolic purpose than financial impact. it is the imf recognizing china's a major player on the economic stage and that its currency is getting increasingly important in world trade. there is christine leguard. she's saying the chinese currency, the yuan will be added to the imf reserve basket. she says including it is an important milestone. she says she recognizes china's progress on economic and financial reforms. but also says deepening of reform efforts will make the international monetary and financial system more robust. sort of acknowledging there's still more work to do on the part of china when it comes to opening up its markets and its economies. and just to tell you, it is an exclusive club joining the imf reserve basket. china joins the dollar, which has the biggest weighting, of more than 40%, in this basket. the euro, the british pound and the japanese yen. we're waiting for her to talk
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
Jan 9, 2017 12:00pm EST
to be? let's listen to president-elect trump and jack ma. >> and he loves china. >> loves china and loves america. >> mr. president-elect, you recently wrapped up your meeting on friday. there were questions about your relationship -- >> we'll talk about that on wednesday. >> who do you trust more though, julian assange or the nsa? >> we'll talk about that soon. >> russia was in the hacking -- >> we'll talk about that at another time. we're going to be -- yes, we had a great meeting. it's jobs. you just saw what happened with fiat going to build a massive plant in the united states, in michigan. we're going to be very happy. and jack and i are going to do great things. >> small. >> small business, right? >> focus on small business. >> when are your confirmation hearings going? >> going great. i think they'll all pass. i think every nomination will be -- they're all at the highest level. jack was even saying, i mean, they are the absolute highest level. i think they're going to do very well. >> there is concern about jeff sessions in particular. >> no, i think he's going to do great.
CNBC
Feb 17, 2010 12:30pm EST
and short-term and bearish on this copy trade? >> i don't know what's on the farms in china but i tell you, melissa. i do know that the demand for some of the commodities in china is still alive and i know we're talking to companies that are trading and selling ore and selling steel and that trade is very much alive. copper withes me and the 310 level is a key level to hold. we pushed through that yesterday. i agree with what brian's saying in terms of is the question, if the g 3 is slowing down we have big issues with commodities. we need more than just china. >> obviously, the demand is still there in china, but at the same time china will pull back on the unprecedented stimulus they unleashed in 2009. joe teranova, what's your trade on the copper trade and separate that from the rest of the metals and there may be demand for steel, et cetera, in terms of supply and demand. >> i love that brian said he's putting his mob wre his mouth is and that's exactly what traders do and brian being short and copper and kudos to him. it will work out to be a great trade. commodities themselv
CNBC
Mar 12, 2014 12:00pm EDT
impacted because of concerns about china. >> oil, down almost 2 1/2 bucks on some of these -- both the data and some of the reports that are still unsubstantiated. >>> welcome to the "halftime" show. roleover, are some of the markets highest fliers finally starting to show cracks? we're going to tell you which stocks are likely to keep falling and why. >>> the fight over fannie and fredd freddie. ralph nader on the future of the mortgage giants and one of wall street's best trades. >>> fraud factors, five years after madoff, what have we learned about watching our money? scott cohn up with a special report. let's meet today's starting lineup. pete, jon, weiss, murphy here with us today and we do begin with the fresh concerns over china's economy and its impact on our markets here at home. you may have noticed the commodities have been getting crushed this week. oil is at a one-month low. iron over has been slammed. copper has been in free-fall. soybeans selling off. from stock markets around the globe are taking notice so, too, is our panel. pete, how concerned should we be because
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
Oct 22, 2012 12:00pm EDT
and in terms of how they base and budget. always look for china to be 8.5% next year, he was on cnbc earlier and he said there'll be no recession anywhere in the world next year. that's just flat out wrong. what they've done is taken their forecast and say we'll do the same as we did in 2012 plus or minus 5%. in the meantime, it's not economic. you can buy an excavator in china for $4,700 and ship it here. we saw it in the past -- >> you bought caterpillar this morning. >> yes, this is classic low expectations. and we knew all the news today. earnings we knew were not going to be great. revenues, they already kind of forecasted this out on september 24th at their analyst day. they already said guidance was going to come down. that's a classic de-stocking cycle. the stock's off 28% from its high, trading at seven times ebitda versus the 12 times average. and i actually think you will see a gradual improvement in the u.s. construction market, all of these efforts in terms of brazil and china, stimulus around the world will eventually help in the next 12 to 18 months. and i think a
CNBC
Oct 1, 2012 12:00pm EDT
morning was positive. i think that the china data was also encouraging. nowhere where we need to be in terms of china and the recovery and i think that manufacturing number overseas was pretty impressive, month to month over increase and i think you're troughing in china, and i do think the new regime coming in november will start to aggressively ease and continue the policies over there. i think we're growing 2, 2 ps 5% gdp. i think it is okay. europe is off crisis mode. china will start to recover. i think you can be bullish. we have been buying the dip and buying the stock that is have gotten hurt. there are plenty of names out there and housing, retail, consumer, auto, a lot to be excited about. >> yeah. the guys next to me were talking about bed, bath and beyond a second ago and not just because they like to shop there but for the virtues of what the stock has done and that's what this day is all about and the reason halftime is live from the value investing congress here at the marriott marquise in new york city and all about stock picks. we'll hear from some of the biggest in
CNBC
Jan 15, 2016 12:00pm EST
intensify. china shares down big overnight. the russian ruble getting hammered, among other currencies. crude down 5%. the ten-year yield has dropped below 2%. that is a three-month low there. steve weiss, when you look at the markets now, you do have the dow 13% off its 52-week high. the s&p 12%. the nasdaq firmly in correction tirtory and approaching perhaps bear market territory. what is confuse issing we have never seen this in terms of being a global market and a global economy. you sort of have to throw out the old playbooks, but you know, time will cure all ills. the question is how long will that take? you are seeing massive capital outflows out of china, as we talked about it earlier in the week. there's wild speculation. this point they remove the pay. that gives you an idea of how important it is. china is really going to get in their horse. larry fink said, you know, absolutely appropriately. very diplomatically. there's confusion over there. >> the damage done to areas of this market is stunning over the last couple of weeks alone. financials just this week are getting ham
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
Sep 12, 2013 12:00pm EDT
economy's improving. china continues to print good numbers and they can print whatever they want. i know it's almost like esop's fables. it's a good story they're telling. the fundamentals continue to improve and we'll see higher corporate earnings justifying a higher market going forward next -- >> what do we buy, then, if we like to ride the momentum, we stay with the stocks that have been working? or do we start to look broader? >> well, i like the stocks that i have. where i have been adding, i bought qualcomm back, not a big position, a few days ago. suffered a lot yesterday. but now it's looking good with the new buyback. i still like the banks. to murphy's point. haven't sold any of them recently. i think they're very attractive. also an aig. so i think you can pick your spo spots. in the capital space, equipment, eaten is a good name. you'll see good earnings there. and goodyear tire, which i think is a phenomenal story. >> aren't you getting tired of the bear story? are you bullish? >> no, no, but i did buy stocks earlier. i haven't short this market since june. so i've bee
CNBC
Jun 20, 2016 12:00pm EDT
li linkin. >>> news of a deal with walmart in china as well. thanks for joining me here on "squawk alley." that's it for us. it is noontime on the east coast. that means "fast money" halftime starts now. >>> thanks so much. welcome to "the halftime report." i'm scott wapner. stocks surging around the world as investors brace for a possible brexit. with us for the hour today, joe terranova, jon najarian. let's kick it off with the vote whether great britain will leave the european union and throw the markets into uncertainty. let's go to london for the very latest on what polling and predictions are showing. >> reporter: thanks very much. we are seeing a brexit relief rally today. sterling up over 2%. european equities closed up over 3%. there were four separate polls out over the weekend. the result that the ft poll of polls saw a five-point lead for leave eradicated. it now stands at 44 points for both remain and leave. it also results in the betting markets seeing odds change such that the implied probability of a remain is close to 80% now. so stark of a move over the weekend, i
CNBC
Sep 20, 2013 12:00pm EDT
. firms. we also continue to be very excited about what we're seeing in china. i was just engaging in shanghai three weeks ago and got some terrific data points. >> let's talk about those individual stocks that you picked on june 10th. you see the ticker symbols there. you see the rate of change since you made the calls. why such interest in chinese internet stocks? >> i think number one, the fundamentals are terrific in these companies. they are in a sector in the internet there that has nothing to do with what the government is doing really. it's natural growth sector. and we're seeing more and more people come on to the internet in china, about 40% of the population is on to the internet. that number is rising. the number of people that are accessing the internet on their mobile phone is growing dramatically. more mobile subscribers there in china than there are internet users. over time, those numbers will come together. >> are you still long all three of those names? >> we are, and we feel terrific about them. >> let's put today in perspective for a moment. we can all get involve
CNBC
Nov 11, 2013 12:00pm EST
charts you need to see before deciding where this mark is heading next. singles day in china. what does that mean? a multibillion dollar day for e-commerce company ali baba. how to get in on the action. plus the or stocks that could get a boost from the lonely hearts club. in today's markets, a lot can happen in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. peace of mind is important when you're running a business. century link provides reliable it services like multi-layered security solution to keep your information safe & secure. century link. your link with what's next. check for more! well, i guess i can double check... my watch! [ male announcer ] it pays to double check, with state f
CNBC
Jul 13, 2016 12:00pm EDT
china is good enough you can finally have a quick spurt, as the guys realize they have to cover. i say, buy, buy, buy, even up two today. >> what cramer says. what do you say? >> well, i gi-of-gueuess they'rg at it, can't get any worse. asia-pacific down 13%, saying to yourself, well is it really just komatsu selling these kinds of mining equipment and so forth? is it possible that maybe that's as bad as it gets and that's why you buy it? but the stock's already $20 off the low. so, no, for me it's not as exciting. >> one year down 5%. josh, you own deere? >> yes. cat actually looks technically a little better than deere. i like the deere story better fundamentally, much, much less involved in mining. much, much more towards feeding the world, i think will come to the fore in the coming years. cat, yeah, could break out above 80. a next level of resistance not far above that. the real breakout, of course, above 100, where it's turned away from several times since 2012. i don't know. looks okay to me. not great. probably not my cup of tea. >> to your point, jon, cramer tweeting, yes
CNBC
Aug 19, 2015 12:00pm EDT
. despite good retail news from target. perhaps it's the wild session in china overnight giving investors pause. and a how about energy? energy stocks tumbling at this hour. oil is dropping hard. you've got the comment from one fedhead. so much at this hour to chew on. wti is down 3%. it hasn't closed below 41 or hasn't been below 41 since march of 2009. oil majors are selling off, refiners are selling off. is that what the culprit is today? >> i think it is. yes, i do. i think when you look at energy equities down 2.6%. you have the energy statistics that were released. we had the benefits of refineries using a lot of gasoline. there was a lot of demand out there back in april, may and june. we've lost that refineries are in maintenance so you've lost the gasoline demand. you don't have that marginal buyer that used to be the emerging markets. we know the chinese are challenged right now. last time oil was in the 30s, the chinese were out there aggressively buying it. we don't have that underneath the market right now. i still do not believe this is the time to be increasing in
CNBC
May 14, 2012 12:00pm EDT
around losing money. >> so much of the commodity story brings china into the conversation. china cutting the three rs again and it raises the question of whether that is a smart move, or if it's just a sign and now a more telling sign of desperation by the chinese that they themselves now are more worried than ever about a slowdown and how dramatic a slowdown could possibly be. >> could very well be, judge. when you think of what's going on here you have a lot of people kind of getting ready to panic. the panic's coming in after the jpmorgan news. you talk about china. we're still looking at 8% growth over in china. unlike steve, i'm long fcx here. they had a big rally, probably just from a technical position but had a big rally on big volume. i think this market although we're not taking off to new highs in the very near future, you can see things like oil come down, like gold come down, like copper come down yet there's still opportunities to make some money. >> weiss on the other side of that trade? >> there's no way that china is going to come in at 8%. they may say they're a
CNBC
Apr 24, 2013 12:00pm EDT
hewlett-packard and hours. over the next hour, we'll talk about key positions, bearish take on china and the role short sellers play in the markets today. jim, welcome. >> good to be here. >> pete najarian joining us for the hour, as well. let me get your take just where we sort are in the markets at large. does a guy like you -- i mean, you're known as a short seller and we've had this huge updraft in the market. how do you compete with that? >> yeah, i've noticed that, scott. look, we are -- we have two pools of capital. our short-only capital, which is predominant part of our business and then a hedge fund, more traditional, like a lot of other managers. we try not to worry about the markets. we're trying to fix stocks that are going to underperform the markets. and, in fact, that's how we get paid. my call on markets is probably pretty worthless. i started my short fund in 1985, the dow was at 1300. so timing is not my forte. but look, we're mindful of it. i think the u.s. has probably been the best place to be, probably still the best place to be. if you had to pin me down. i'm
CNBC
Jan 8, 2013 12:00pm EST
that we've been watching china stabilize for a while. if you believe in that story, which i do, i think we're starting to see growth over in china. i think because of that these industrials can do very, very well. i don't know that it will be this quarter but i think going forward the industrial space is a base we can move off of but the financials will put us to the upside. we get to the xof, close above that 17 level for a couple days in a row, get into the earnings season and jpmorgan can put the flash in there, we're going higher. >> what is the retreat in stocks telling you now? >> i think this is the most constructive thing that could be happening. this is what you want to see if you're bullish. we're very close to new highs and you've consolidation on very low volume. my favorite feature of the option this week is the fact that correlations continue to stay almost nonexistent. in other words, even when you have down days, you have money that continues to work. i'd like to see them rotate sector to sector without a lot of panic. even though we're opening down and staying dow
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
Dec 3, 2012 12:00pm EST
, ism, back below 50. josh pointing it out. upbeat data though from china, a place you look at closely. stocks, it's not like we're going down the tubes today. >> i thought we would have been a lot more because of not only china pmi but brazil. there is a lot in the last couple weeks, the data we have gotten has been mixed. particularly on the consumer side as well, because of sandy. so i think in the meantime, until we get a resolution, i've said before, i think you're going to be in a trading range. and i think into the strength of the market, you want to take some off, never bad to have some cash. but on these pullbacks, i think you want to be buying, because i actually think the economy is getting better, particularly when you look at housing, consumer, even auto and aerospace, all those data points point to 2013. >> are you buying the market on any pullback? >> i like the santa claus rally with josh and would be raising cash. i think the risk in the markets further on the down side than the up side. but when you see some real pullbacks, buy the stock if you like it. >> morgan stan
CNBC
Oct 8, 2015 12:00pm EDT
others what's going on in china to see if this rally will continue. >> where hasn't apple participated spshgs what's the message to the investors? >> right. that's been a huge disappointment. i mean, joy is talking about energy, and, yes, we had incredible amounts of energy. paper coming into last week. late last week. even into the beginning part of this week. we have not seen paper really in a bullish way coming in towards some of these names like an apple. apple just seems to struggle each and every day. i guess what they're waiting for is the proof will be in the pudding. yesterday we had an analyst on talking about apple. could be $100 stock or it could be $150 stock. tony was talking about apple, and he was saying, hey, look, it all depends on how well this phone really is the adoption cycle of the new phone. how well is that going? if it's strong, stocks will sprint to the up side. if it's weak, we're seeing something below $100 a share. that seems to be what everybody is waiting on right now. it seems to me that up side seems to be much greater, though, than the $1
CNBC
Sep 10, 2012 12:00pm EDT
. the china question. the numbers don't lie. the economy is slowing. when do you need to worry? >>> sprinting higher. sprint's turnaround paying off for investors. why the dan hessy rally may have further to run. >>> stocks sit at multiyear highs but remain on edge before the fed meeting. is big action coming? what will it mean to the markets and your money. josh brown, is the fed going to act and is it priced in? >> not only priced in but priced in soon. you're seeing the consensus come around. jpmorgan, goldman, everyone out with notes saying you know what? this is pretty much starting to look like a slam dunk. employment number was weak. not a lot of inflation. not a lot of risk here because they can unwind this pretty quickly. i think it may or may not happen equally. i'm not really betting one way or the other. the consensus is and they're saying pretty much it's going to happen soon. >> stephanie link, is the market going higher? >> yeah. i think you don't fight the fed. global easing going around all around the world. europe off the front pages. china last week announcin
CNBC
Mar 12, 2012 12:00pm EDT
china. why the opportunity makes samsung a better buy than apple. welcome to "fast money" halftime report. lots of trade today. let's do it with vix plunging to the lowest level since july. what's it signaling here? >> you brought it up at the very top. talked about ranges we've seen. on top of that contraction we've had a steady plotting move to the upside. s&p 500 continues to push above 1350 area toward 1370. seems to be a consistent pattern that we see and watching that volatility index continue to be the leadership. we talked about it on many occasions and even sell-off days where volatility pops but that pop only lasts a couple sessions. we were talking last week. we've had three days since january 19th where we actually stayed above 20 three times. we've never done that in succession. it does tell you something about the markets right now and there is a level of comfort at least that people are reflecting right now on the vix. >> what is the average investor who is sitting at home looking at the vix listening to you explain it supposed to take from that in terms of what thei
CNBC
Jan 26, 2016 12:00pm EST
quarter within their target 5 to 7 weeks of inventory forward looking? also china is a thing to watch. all of the projections growth wise going into the next quarter are going to hinge on chinese demand. apple is just about to open up their 33rd retail store in china. that is an advantage that none of the competition has got that they actually have feet on the street in their growth market. that makes them more friendly and allows them to make a sale. it allows them to have a convenient story around their echo system or products in a different way. tim cook was talking about ipad sales being higher there. that has something to do with that. it's key that last quarter tim cook said if he had turned off the news and just watched what was happening in his retail stores he wouldn't have known that there was any economic issue growth wise in china at all. is he going to repeat that same kind of bullishness or has that taken on a different nuisance. that's such a big growth market. iphones grew by 100%. they actually doubled. that's a high bar to clear. what is he going to say this time aro
CNBC
Jul 6, 2015 12:00pm EDT
. there's a lot going on. there are signs of a recovery in the rest of europe. there's china with a stock market that may or may not be crashing and may or may not be held up by government interaction but underneath that there's a chinese economy. there's other things to pay attention to, maybe an iran deal. it looks like they're going to push something through come hell or high water. >> greece is still dominating the headlines. new developments today. let's get over to athens and our michelle caruso-cabrera. michelle? >> reporter: and in just the last few minutes, scott, the greek bank association said the banks here if greece will remain closed both tomorrow and wednesday. there was a decree something would happen today. the prime minister and former finance minister suggested it was possible they would reopen tomorrow. right now we get confirmation of that. we are waiting to hear from the ecb. will they send more to greece? the betting is the answer is no. if they feel pressured politically, they do. that's a key event. the fact the banks will be closed suggests maybe not. angela merk
CNBC
Sep 9, 2015 12:00pm EDT
years. china in the green. european markets with gains as well. but steve, this is the picture as we see it as we come on for the halftime show. the job openings number that has people spooked about the fed again. >> we continue to get questions or i continue to get questions about ha do you think of fed hike will do to the market. to me it's a knee-jerk reaction. i don't think we're out of the woods completely yet. we don't know what the stimulus plan that china is going to announce, assuming they do announce it and live up to their word. japan, that's isolated. that's a tax cut, isolated to them. if you come back to the u.s., yesterday's rally was impressive. but for the fact that $5 billion left the spider etf. that doesn't show a lot of conviction. so bottom line is we're still fair to slightly overvalued. if you reduce your s&p outlook. >> i want to report breaking news as we've been wondering, what's been going on with the chinese markets. the way they've stepped in to stop the selling in their market and handled by some, what some say would be in a rather clumsy manner. i can
CNBC
Dec 7, 2012 12:00pm EST
the double-digit comparables for breakfasts in china and the fact they're going to have 2,000 stores. >> first of all, i think you're confusing your culinary fantasies with the stock selection. it's a 10% grower. the environment has gotten so promotional and you can't really say that the management team is great. true, thompson's been there for 22 years. new ceo, but skinner's gone. and by the way, so many ceos left on top -- they've left while they're on top because the there's no gas in the tank. that's a trade if it happens. you'll see some short covering. bottom line, too slow, too promotional. i'd put money elsewhere. >> the stock hasn't done well. >> had a phenomenal 2011. slowdown in 2012. when you look at the environment you can fully understand it. i love the skpaks. >> take a look at yum!. yum!'s u.s. sales has grown. the dollar menu is back. don't confuse higher sales against some very, very reports and we've got a low bar with profitability. it won't be there. >> profitability comes from breakfast. they're killing them in china. >> i'm going to look at the valuation for m
CNBC
Apr 27, 2012 12:00pm EDT
some of the targets are raised and you see the elevated levels there. you take a look at china, the stock is going higher. >> yeah, well, what's your take now, pete? >> it's not going higher today but that gave me an opportunity, i bought some at $56d.60. i like what happened in the americas. sales up in china. that's the growth engine for starbucks going forward. and who didn't know europe would be bad? that was something they brought out there. they have brought it up before and they're going to address that immediately. now they have two new executives going over to europe to try to get things that happened in the u.s. markets when we were in recession, the same thing with the european markets. that's why i'm excited about the chart. >> guys always circle back to what's working so even though this is a buying opportunity because if you look at it flat-out in front of you when you look at the technicals, guys use all these dips. >> and remember intel. intel was pushing on the 28 number after earnings pulled back. you look at the various earnings. the opportunities when they've sol
CNBC
Dec 30, 2015 12:00pm EST
got to have some sort of a spark. we've got to have obviously globally i everybody. i think china is something all of us would look towards, and obviously looking and feeling out what's going to happen over in europe right now. i mean, those are the issues. i think the u.s. companies and u.s. centric, that's actually been a solid place to be. those -- those exposed to the rest of the world, and john has talked about fx. that's really been the head wind so far. >> wear fwog turn to a theme of the next hike. with each fed meeting, again, and that's a danger to getting preoccupied with that because then you're missing the action below that. there is carnage below the averages. if you look at not just energy, but also industrials. that sector has been decimated. the bar has been set very low. consensus from what i'm listening to, what i'm hearing is 8% to the up side. i would think we could go higher than that. what it's going take is going to take more growth in the u.s., and i think that's going to be consumer-led. don't forget, most of our economy over 70% is consumer-led, and that's
CNBC
Apr 20, 2017 12:00pm EDT
about their investigation into whether china is a national security threat in the steel market. "halftime" back right after this. kevin, meet your father. kevin kevin kevin kevin kevin kevin kevin kevin kevin kevin trusted advice for life. kevin, how's your mom? life well planned. see what a raymond james financial advisor can do for you. dearthere's no other way to say this. it's over. i've found a permanent escape from monotony. together, we are perfectly balanced, our senses awake, our hearts racing as one. i know this is sudden, but they say: if you love something... set it free. see you around, giulia ♪ >>> welcome back to "the halftime report." virtue financial acquiring kcg holdings, an all cash deal. doug sefu is the ceo and co-founder of virtue. doug, welcome. why do this deal? >> it's a great opportunity for us to acquire a really premier customer franchise. kcg has been there for 20 years and it's getting close to the order flow that we want to interact with. >> what does it mean to our viewers, somebody at home that has some invests, maybe trades a couple times a
CNBC
Nov 12, 2014 12:00pm EST
. >> how much of this call is based base ed on china? a fair amount actually. this is a propietary ubs evidence lab survey. we talked to 4,000 people around the world. and a thousand were in china. and surprisingly more want to buy iphone than any other countries. and in china they prefer the 6 plus, the larger phone which is good for apple. we see strong demand everywhere but i was surprised by the strength in china. >> people have obviously had high hopes for what is going happen in china. expectations it would be good. yet still enough to surprise you to raise your rm price target. >> tim cook has emphasized how important china is and and this supports it. it is about 16% of revenue. margins improved substantially. so the outlook right now is very positive. >> and steve you talk also about i think you mentioned in your note the market share. they are taking market share from samsung, obviously the bigger phone the attributing factor. but here is a question. i'm curious of your opinion. who should you they and how much should they pay if they need to do acquisitions? where is the bes
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 16, 2015 12:00pm EDT
the table. we all know that china is slowing down. oil still remains low. there you go. here's your bounce. i agree. i agree. i think when earnings come and you see companies missing, you are going to get another pullback. >> it's possible. the issue -- i sort of raised this on the other day on a desk in the conversation we were having with stephanie link. you look at all the companies coming out with earnings. it's not a shocker anymore. we're more conditioned, doc, to look through currency impacting revenue side. >> some of that was anticipation of the rate hike that was pushed off well. some of it was also that their customers -- that was straight one-way trade. their customers were coming to them to do that currency translation to basically lock in prices and as the dollar was rallying so dramatically, the trading desks, i think, profited mightily from knowing that that was a one-way trade. >> do you feel like we go back and maybe reassess? >> i think we reassess, but you have to be a believer in the move that's happening, right? when you have glencore off the headlines, when yo
CNBC
Mar 20, 2015 12:00pm EDT
think it works. japan, it's going to take a while to come back. china i don't think that's coming back, relatively decent quarter, this quarter. >> that corruption stuff keeps going on. >> you don't want to be seen driving a tiffany -- >> wearing a watch like jon najarian. >> you can get [ inaudible ] for wearing that watch. >> hulk hogan has the same one. >> he does. >> what are your thoughts? >> i agree. >> break it. >> i think you got to be nuts to buy the stock. it's -- reminds me of mcdonald's same-store sales continue to drop in the united states. it's kind of a nightmare overseas. i don't want to catch a falling knife right now. >> reminds you of mcdonald's. >> mcdonald's did have the pop too. what if tiffany gets it. >> new management looking to come in. >> all right. let's show you what numbers are. the winner is, do we show it on the screen? bear. i guess we don't. the bear won. >> sure you show when he wins. >> you take everything personally. it's very cute. you won. revel in it. all right. coming up, the king dollar dilemma. the markets that could be buy when the dollars an
CNBC
Jan 17, 2017 12:00pm EST
>> when china itself, yeah. >> yeah. we can't wait for more from you in davos on a busy week. of course, earnings season, davos, the inauguration, we're going to have a lot to chew on on the last several days. let's get back to the headquarters. scott wapner and "the half." >> welcome to the "halftime report." i'm scott wapner. top trade this hour, trump rally and your money. with 72 hours to go until donald trump becomes the 45th president of the united states, what happens to the markets after the inauguration? can stocks keep climbing or is a correction in the cards? with us for the hour today, joe terranova, steve wise, jon nanlgian and here onset is aaron brown, he'd of mckro investments with ubs o'connor and tony dwyer, chief market strategist. doc, what's going to happen come the inauguration? this rally going to keep going or get stopped in its tracks? >> more of the same. we're going to see fits and starts trying to get through 20,000 when we eventually do we will pull back and try to make another assault and see if that holds, judge. i think the same pattern that we've
CNBC
Mar 18, 2013 12:00pm EDT
america. contagion is not an issue. the key issue is china. we look at europe and china is in much worse condition. we're not seeing the new regime coming out and put growth policies there. it's estimated by moody's 60% of their bank debt is bad. 400 in steel alone don't make any money. i think commodities remain under pressure and stay in the u.s. financials are a great place to be. >> housing, commercial construction. i would say china, that market is one of the very few markets down year-to-date so i think a lot of bad news is already priced into that market. >> let's look at the flash test. josh. >> jc penney surging higher today. analysts out with a note saying while the retailer seems to be headed towards serious financial and liquidity issues, investors could be overlooking an intriguing option here, specifically the option to isolate its top 300 locations and transform them into a low risk highly profitable reit-like entity. this could drastically change the way the market values jc penney. the stock up 10% right now. >> marshall. >> i think jc penney was looking for a reason to
CNBC
Dec 13, 2012 12:00pm EST
friends. we've talked about kind of the industrial recovery and the global recovery in china and in brazil. and i think that theme still is very, very powerful. and i think home here, housing. and i think the fed yesterday, the nbs purchases, reinforces that housing will continue to be a theme. >> all right. we're going to take a quick -- i'm sorry. >> that 6% surge -- no, that's okay. out in california, those housing numbers, highest in several years, that's a good sign. and all we've got to do is get harry reid and john boehner out of that alternativalit john mcafee is in because they seem to be living in that same weird world that that tech entrepreneur lives in. they've got to get and rise above, as we've said over and over again, they do that, this market's got a lot of gas to the upside. >>> on the way, judging big ben. where traders stand on the markets today after the fed chief delivers fresh thoughts on the economy. and r.i.m. shares trading at seven-month highs. can they continue to deliver returns to investors? >>> first, is the magic in the makeup for estee lauder? execu
Search Results 0 to 49 of about 1,064