@mariaboden.bsky.social
Reposted
The best. 💯
Beautiful sendoff for Bob Pisani by @davidfaber.bsky.social and @carlquintanilla.bsky.social. As a lifelong watcher of CNBC in the morning, this was so touching.
May 9, 2025 at 2:53 PM
The best. 💯
Reposted
April 21, 2025 at 2:49 PM
Author of this note - Venu Krishna - joins us on Money Movers at 11am today on @cnbc.com
BARCLAYS cuts $SPX year-end target to a street-low 5900, and adds:
“.. in our bear case, the full impact of Canada and Mexico tariffs, in tandem with reciprocal and China tariffs, creates a much larger direct drag .. pushing US GDP into contraction and the S&P 500 into a bear market down to 4400..”
“.. in our bear case, the full impact of Canada and Mexico tariffs, in tandem with reciprocal and China tariffs, creates a much larger direct drag .. pushing US GDP into contraction and the S&P 500 into a bear market down to 4400..”
March 26, 2025 at 1:16 PM
Author of this note - Venu Krishna - joins us on Money Movers at 11am today on @cnbc.com
Reposted
The administration's efforts to "de-lever" government -- and send jobs to the private sector -- is colliding with a corporate environment where a) tariffs are halting expansion plans, and b) A.I. is about to displace huge chunks of sales, marketing, customer service and I.T. work.
@cnbc.com
@cnbc.com
Treasury Secretary Bessent said the White House is focused on the 'real economy' and not concerned about 'a little' market volatility
essent said the administration is attentive to market moves, he predicted that both the economy and markets would prosper over time.
www.cnbc.com
March 13, 2025 at 2:55 PM
The administration's efforts to "de-lever" government -- and send jobs to the private sector -- is colliding with a corporate environment where a) tariffs are halting expansion plans, and b) A.I. is about to displace huge chunks of sales, marketing, customer service and I.T. work.
@cnbc.com
@cnbc.com
Reposted
Atlanta Fed Q1 GDP tracker was -1.5% on Friday.
Today it’s -2.8%. 🇺🇸
www.atlantafed.org/cqer/researc...
Today it’s -2.8%. 🇺🇸
www.atlantafed.org/cqer/researc...
March 3, 2025 at 4:22 PM
Atlanta Fed Q1 GDP tracker was -1.5% on Friday.
Today it’s -2.8%. 🇺🇸
www.atlantafed.org/cqer/researc...
Today it’s -2.8%. 🇺🇸
www.atlantafed.org/cqer/researc...
Reposted
In a big shift from last month’s Canada/Mexico tariff deadline, Trump does not have calls on his schedule today with either country’s leader, I’m told.
It’s an internal discussion now — the policy team is set to meet at the White House later this afternoon to decide the path forward.
It’s an internal discussion now — the policy team is set to meet at the White House later this afternoon to decide the path forward.
March 3, 2025 at 4:10 PM
In a big shift from last month’s Canada/Mexico tariff deadline, Trump does not have calls on his schedule today with either country’s leader, I’m told.
It’s an internal discussion now — the policy team is set to meet at the White House later this afternoon to decide the path forward.
It’s an internal discussion now — the policy team is set to meet at the White House later this afternoon to decide the path forward.
"In a real bubble it's not just elevated prices, it's psychological mania." - Howard Marks of Oaktree Capital on Money Movers
February 26, 2025 at 4:04 PM
"In a real bubble it's not just elevated prices, it's psychological mania." - Howard Marks of Oaktree Capital on Money Movers
Reposted
UBS not buying the Apple investment commitment.
“.. Apple would need to increase balance sheet leverage
materially or reduce the buyback cadence, two options we find highly unlikely.” $AAPL
“.. Apple would need to increase balance sheet leverage
materially or reduce the buyback cadence, two options we find highly unlikely.” $AAPL
February 24, 2025 at 2:23 PM
UBS not buying the Apple investment commitment.
“.. Apple would need to increase balance sheet leverage
materially or reduce the buyback cadence, two options we find highly unlikely.” $AAPL
“.. Apple would need to increase balance sheet leverage
materially or reduce the buyback cadence, two options we find highly unlikely.” $AAPL
Reposted
BESPOKE: “.. the S&P 500's high-low range over the last 100 trading days has been the narrowest of the post-Covid period.” 🇺🇸
February 10, 2025 at 2:54 PM
BESPOKE: “.. the S&P 500's high-low range over the last 100 trading days has been the narrowest of the post-Covid period.” 🇺🇸
Alphabet may not be able to keep the Mag 7 rally going, but Meta certainly is:
New all-time high and today, on pace for its 13th straight positive session which would be a new record rally for the stock.
New all-time high and today, on pace for its 13th straight positive session which would be a new record rally for the stock.
February 5, 2025 at 3:39 PM
Alphabet may not be able to keep the Mag 7 rally going, but Meta certainly is:
New all-time high and today, on pace for its 13th straight positive session which would be a new record rally for the stock.
New all-time high and today, on pace for its 13th straight positive session which would be a new record rally for the stock.
Reposted
".. The company will also consider increasing its prices, Kreiz said, planning to assess the market as the proposed tariffs play out .."
@wsj.com $MAT
www.wsj.com/business/ear...
@wsj.com $MAT
www.wsj.com/business/ear...
Mattel Relying on Supply Chain, Potential Price Increases to Offset Tariff Impacts
Chief Executive Ynon Kreiz said the company has spent years building out a supply chain that isn’t overly reliant upon any one country. It will also consider increasing its prices, he said.
www.wsj.com
February 5, 2025 at 12:23 PM
".. The company will also consider increasing its prices, Kreiz said, planning to assess the market as the proposed tariffs play out .."
@wsj.com $MAT
www.wsj.com/business/ear...
@wsj.com $MAT
www.wsj.com/business/ear...
Looks like the buy the dip mentality is strong...
Goldman Sachs: Four of the top five retail imbalances in our dataset took place in the last two weeks ...
Goldman Sachs: Four of the top five retail imbalances in our dataset took place in the last two weeks ...
February 5, 2025 at 3:07 PM
Looks like the buy the dip mentality is strong...
Goldman Sachs: Four of the top five retail imbalances in our dataset took place in the last two weeks ...
Goldman Sachs: Four of the top five retail imbalances in our dataset took place in the last two weeks ...
Reposted
Some all-time highs:
Amazon
Meta
JPMorgan
MasterCard
Visa
Bank of NY Mellon
Walmart
O'Reilly Auto
Royal Caribbean
Darden
Live Nation
Deere
Raytheon
CrowdStrike
ServiceNow
Cardinal Health
Stryker
CBRE
@cnbc.com
Amazon
Meta
JPMorgan
MasterCard
Visa
Bank of NY Mellon
Walmart
O'Reilly Auto
Royal Caribbean
Darden
Live Nation
Deere
Raytheon
CrowdStrike
ServiceNow
Cardinal Health
Stryker
CBRE
@cnbc.com
January 28, 2025 at 4:43 PM
Some all-time highs:
Amazon
Meta
JPMorgan
MasterCard
Visa
Bank of NY Mellon
Walmart
O'Reilly Auto
Royal Caribbean
Darden
Live Nation
Deere
Raytheon
CrowdStrike
ServiceNow
Cardinal Health
Stryker
CBRE
@cnbc.com
Amazon
Meta
JPMorgan
MasterCard
Visa
Bank of NY Mellon
Walmart
O'Reilly Auto
Royal Caribbean
Darden
Live Nation
Deere
Raytheon
CrowdStrike
ServiceNow
Cardinal Health
Stryker
CBRE
@cnbc.com
Reposted
Part of our @cnbc.com documentary, airing tonight, on the Salt Lake City economy. 10pm ET
#CitiesOfSuccess
www.cnbc.com/2024/12/10/i...
#CitiesOfSuccess
www.cnbc.com/2024/12/10/i...
In Salt Lake City, women business owners are pushing boundaries and breaking barriers
Fewer than 15% of businesses in Salt Lake City are owned by women, but female founders are pioneering ways forward.
www.cnbc.com
December 10, 2024 at 1:15 PM
Part of our @cnbc.com documentary, airing tonight, on the Salt Lake City economy. 10pm ET
#CitiesOfSuccess
www.cnbc.com/2024/12/10/i...
#CitiesOfSuccess
www.cnbc.com/2024/12/10/i...
Reposted
WASHINGTON (AP) - The number of Americans applying for unemployment benefits falls again, remaining near six-month lows.
November 21, 2024 at 1:36 PM
WASHINGTON (AP) - The number of Americans applying for unemployment benefits falls again, remaining near six-month lows.