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treasurys will do well. charles: late last year, jim grant i had him on the show we could be in secular bear market, 40 year bear market on bonds. first i thought he is curmudgeon, he is a nice guy, it is hard to argue so far. every expert said you buy bonds they're oversold still they're not really doing what we thought they would be doing at this point. >> so i say, again, my mindset is we're going to eastern the coupon. going back to that secular bear market in bonds but remember voice taking a huge amount of death to get to growth profile at this point. you look at federal debt as rates move higher, we know more money has to shift towards the interest debt or servicing that interest component of the budget. i don't, you know, talking about a.i., i think ultimately that is going to enhance productivity it will put downward pressure on inflation, so no, i'm not in that start of new start of secular bear market in bondses. charles: before you go, speaking of a.i., i read you're looking for tech to correct,
treasurys will do well. charles: late last year, jim grant i had him on the show we could be in secular bear market, 40 year bear market on bonds. first i thought he is curmudgeon, he is a nice guy, it is hard to argue so far. every expert said you buy bonds they're oversold still they're not really doing what we thought they would be doing at this point. >> so i say, again, my mindset is we're going to eastern the coupon. going back to that secular bear market in bonds but remember voice...
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Apr 15, 2024
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the ten year treasury is 4.62%. as we said no rush to safety. people are piling money into treasuries in the yield would go down. instead for 62. gold you would expect in these you have a were on the weekend would expect gold to go but it is not it's down $4.2369 per ounce. bitcoin maybe that should be the hedge against the war situation, not so it's a $66000 per coin now. oil was not supposed to go up. it is down $84 a barrel. nat gas don't really care read is it still under $2, yes it is. no change for gasoline, regular 363 in diesel at 403. donald trump went after bidens inflation train wreck. those are his words. roll tape. >> everything he touches, when i'm back in the white house we will end joe biden's inflation train wreck and we will tell pennsylvania drill baby drill, get back to drilling. >> biden will spend three days campaigning in pennsylvania this week. on the global front biden told benjamin netanyahu they will not support a counter attack on iran. that is not sitting well with retired general jack keane he is no fan of appeaseme
the ten year treasury is 4.62%. as we said no rush to safety. people are piling money into treasuries in the yield would go down. instead for 62. gold you would expect in these you have a were on the weekend would expect gold to go but it is not it's down $4.2369 per ounce. bitcoin maybe that should be the hedge against the war situation, not so it's a $66000 per coin now. oil was not supposed to go up. it is down $84 a barrel. nat gas don't really care read is it still under $2, yes it is. no...
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Apr 10, 2024
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you've got sharply higher treasury yields. look at that. yield on 10-year treasury, 4.5%. 4.5%. that means mortgages in the future are going up. probably well above 7%. the centerpiece of biden's campaign is trump hatred and the president himself oozes content for predecessor, hatred permeates the democrat party and the media, their hatred knows no bonds and it's distorted their news coverage. listen to this from all places, an editor at endlessly liberal npr. >> trump's election and every news room and media news room and shocked, disturbed, distraught really troubled and after awhile we started covering trump in a way that like a lot of legacy news organizations that we were trying to damage his presidency and trying anything we could to harm him stuart: did you hear that? they tried to damage his presidency. that's copping from a taxpayer supporter news outlet. the media is still at it and biden and geriatric desperation picked up the theme. he calls trump a tyrant who'd be a dictator. thanksgiving not what people talk about around the kitchen table and it's not rebuilding br
you've got sharply higher treasury yields. look at that. yield on 10-year treasury, 4.5%. 4.5%. that means mortgages in the future are going up. probably well above 7%. the centerpiece of biden's campaign is trump hatred and the president himself oozes content for predecessor, hatred permeates the democrat party and the media, their hatred knows no bonds and it's distorted their news coverage. listen to this from all places, an editor at endlessly liberal npr. >> trump's election and...
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stuart: we've got the yield on the 10-year treasury around 4.40. that means you're not going to see any serious decline in mortgage rates anytime soon. and that's -- >> right. that's right. stuart: -- an interesting indicator for people. >> that's right. and, listen, as we get -- we saw what happened in october when the 10-year kissed 5%, the market sold off. the nasdaq sold off 9%, and i think 5%'s going to be that key level. 4.75, 5 on the 101-year is going to be -- 10-year is going to be a key level of resistance, and it's going to, i think, also add. yes, it's not going to help mortgages, and so i think there has to be an adjustment just the way there's the an adjustment in stock prices, there has has to be an adjustment in housing prices. stuart: got it. kenny, appreciate it. david bahnsen's still with me. lucky guy. [cheers and applause] do you -- would you like to see a 5% selloff so that you can jump in at lower prices? >> well, i always want things to be cheaper. i do believe in buying lower. i don't consider 5% a selloff. it's child's pla
stuart: we've got the yield on the 10-year treasury around 4.40. that means you're not going to see any serious decline in mortgage rates anytime soon. and that's -- >> right. that's right. stuart: -- an interesting indicator for people. >> that's right. and, listen, as we get -- we saw what happened in october when the 10-year kissed 5%, the market sold off. the nasdaq sold off 9%, and i think 5%'s going to be that key level. 4.75, 5 on the 101-year is going to be -- 10-year is...
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Apr 11, 2024
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have a look at 10-year treasury yield and it's been going up reasonably and it's up today and well above 4.5% that's a key benchmark. way above 2.5 and close to 5%. that's the markets. now this the president refuses to address reality and reality is incon convenient and politically damaging and avoids it. inflation, it has not been beaten, prices are rising, and what does the president say? well, it's better than it was not good enough. you can't turn a behind eye to the biggest problem and certainly not in an election year and the president does nothing but blame inflation on price gouging by business and that's a blatant re-expugns that makes no economic sense. biden's plan for the future will add to inflationary pressure and a trillion or more spent ongoing green. expensive evs and un-reliable and renewable energy and wildly expensive. inflation raises interest rates and that means mortgage rates. we already have a housing affordability crisis. what do we get from the president. a condition that the fed will lower interest rates to help him out. that's unreal. that's capable on the dr
have a look at 10-year treasury yield and it's been going up reasonably and it's up today and well above 4.5% that's a key benchmark. way above 2.5 and close to 5%. that's the markets. now this the president refuses to address reality and reality is incon convenient and politically damaging and avoids it. inflation, it has not been beaten, prices are rising, and what does the president say? well, it's better than it was not good enough. you can't turn a behind eye to the biggest problem and...
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Apr 10, 2024
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. >> well take june, june rate cut off the table, and i have been arguing that 10-year note treasury market in general was not in the right place we are likely to get another round of you curve bear steepening like from august through october, going to be exceedingly did i for the treasury to place 519 billion coupon securities for sale next two quarters. in order to clear the market, likely to have to see rates, 10-year rates at least 4 3/4 maybe back to 5, hard to imagine how equity market just shrugs that off, the initial reaction in august was, well, driven by stronger growth and that is playing something avenue roll here but in reality i think we will probably get significant move higher in rates equity market will probably, take a breather here. >> carol we've got a market selling off dow industrials down 307 right now your reaction. >> yeah. i -- i mean i think this is obviously, a challenging, before the number the fed really is between a rock and a hard place. because, obviously, with these numbers, you know it seems that it would be very difficult to cut or be more accommod
. >> well take june, june rate cut off the table, and i have been arguing that 10-year note treasury market in general was not in the right place we are likely to get another round of you curve bear steepening like from august through october, going to be exceedingly did i for the treasury to place 519 billion coupon securities for sale next two quarters. in order to clear the market, likely to have to see rates, 10-year rates at least 4 3/4 maybe back to 5, hard to imagine how equity...
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Apr 18, 2024
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when it did that, the treasury jumped to 5% real quick. what they did was shifted to short-term debt and borrowing requirement in the fourth quarter or less, next year they will jump again and we may get another preview but when we get to 120% we will not jump to a 5% interest rate. people will start losing confidence and start seeing the scenario you just heard, that the fed absorbs too many bonds, print too much money and so forth, inflation will start to take off at that point and we could have a crisis of confidence in money itself and the foundations of our civilization start to crash because when the pound became no longer viable as a reserve currency, we were standing there to take its place, china is not. china's problems are worse than ours because so much of it is eventual debt where we don't have a high state debt. it's not necessarily that close to beijing's control or ability to address. americans could pay a lot higher taxes but i don't think it will be easy to sell. stuart: i understand, doesn't seem there's a way around thi
when it did that, the treasury jumped to 5% real quick. what they did was shifted to short-term debt and borrowing requirement in the fourth quarter or less, next year they will jump again and we may get another preview but when we get to 120% we will not jump to a 5% interest rate. people will start losing confidence and start seeing the scenario you just heard, that the fed absorbs too many bonds, print too much money and so forth, inflation will start to take off at that point and we could...
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Apr 10, 2024
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if look at, the 10-year treasury yield moving straight up, 13 basis points. that's huge. you're right at 4.50, 4.5% right there. and would you look at the 2-year? that's close to 5%. 4.95%. whoa. straight up. stocks down, yields up. bitcoin moving down, it's at $67,800 right now. as for gas request lean, well, there's your inflation. up another one cent. the average now for regular $3.61. no change for diesel, $4.05. >>> next case, politics. the biden campaign is developing two themes. first, trump hatred. biden is following the media's lead on this pouring scorn on his opponent. second, he casts trump as a threat to democracy. we will ask just who exactly is a threat to democracy. meanwhile, an editor at npr comes clean about the media's hostility to trump. he admits the media tried to damage his presidency. they're looking for anything that would damage him. we knew that all along but it's mice to see some public honesty. on the show today, nvidia, the bond e or or stock that dominates a.i. currently down to 839 a share. we have a refound forecast. about $1 -- how about
if look at, the 10-year treasury yield moving straight up, 13 basis points. that's huge. you're right at 4.50, 4.5% right there. and would you look at the 2-year? that's close to 5%. 4.95%. whoa. straight up. stocks down, yields up. bitcoin moving down, it's at $67,800 right now. as for gas request lean, well, there's your inflation. up another one cent. the average now for regular $3.61. no change for diesel, $4.05. >>> next case, politics. the biden campaign is developing two themes....
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Apr 18, 2024
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maria: the treasury secretary of the united states goes to china to meet with her counterpart and they feeder mushrooms, psychedelic mushrooms. she comes back from the trip and laughs about it. can you imagine if the u.s. did the same to the treasury secretary while in new york or washington. >> we've seen and as you're showing right now janet yellen vowing to a guy who is actually lower in the chinese political system then she is an hours. already self importance of chinese officials and talking sounds responsible but is produced horrible results over the course especially the last three decades and what we need to stop talking to china that them come to washington if they want to talk to us, let them worry about what we think this is producing really bad results of what the administration is doing. maria: the fact that janet yellen decided to go to a bar in beijing with the ambassador to china and throw down a few beers that in itself, then they have video of it. that tells you she does not understand the threat of communist china this is a very serious situation with the trying to o
maria: the treasury secretary of the united states goes to china to meet with her counterpart and they feeder mushrooms, psychedelic mushrooms. she comes back from the trip and laughs about it. can you imagine if the u.s. did the same to the treasury secretary while in new york or washington. >> we've seen and as you're showing right now janet yellen vowing to a guy who is actually lower in the chinese political system then she is an hours. already self importance of chinese officials and...
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Apr 10, 2024
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i wasn't the ec-treasury secretary. -- ex-treasury secretary. happy to do it, by the way -- [laughter] if anybody wants me to be treasury secretary. then i could learn a lot more. [laughter] but i'd have to really take a look at what a he did. liz: all right. let me just check new york community bank because i want to see what it has done. there was a question as to whether, you know, it was out of the woods. it is still down year to date by 71%. so it's been a tough the road here. and right now it is down about 8.5%. marc, it's great to talk to you. >> thank you. liz: thank you thank you so much. >> my pleasure. liz: maybe the fed's listening and maybe somebody's listening who will name you treasury secretary. >> sounds good. all right? liz: thank you so much. charlie gasparino's being talking to wall street big wigs about chairman powell's next move as inflation continues to simmer and, quite frankly, sizzle. charlie's up next, stay tuned. dow is down 438 points. ♪ ♪ and i'm gonna' cashback on a few other things too... starting with the so
i wasn't the ec-treasury secretary. -- ex-treasury secretary. happy to do it, by the way -- [laughter] if anybody wants me to be treasury secretary. then i could learn a lot more. [laughter] but i'd have to really take a look at what a he did. liz: all right. let me just check new york community bank because i want to see what it has done. there was a question as to whether, you know, it was out of the woods. it is still down year to date by 71%. so it's been a tough the road here. and right...
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Apr 15, 2024
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nasdaq over 100 points you're coming off a war over the weekend big rally on wall street, the ten year treasury rates are going higher 4.63% on the ten year up 11 basis points that is still the market rallies, the price of oil you might think it's going up, it's down 1% $84 a barrel, bitcoin may be that could've been a hedge against the war situation. it is down $65000 per coin, same with gold you expected to go up is going down $9 lower at 2365. the latest read on homebuilder sentiment. spell it out. >> frustrated homebuyers are back on the fence that's a moral to the story four months of gains now it comes in dead flat in april the number is 51 still expanding but not by much builders are giving out fewer incentives and fewer price cuts. stuart: wait until mortgage rates go back 7% as they look like doing. now this. visitors to new york city these days have to wade through dirty streets one lunatic high on heaven knows what, migrant children hustling candy and subways and random act of violence this is not a city doing well and the problem are self-inflicted, today another spectacle that make
nasdaq over 100 points you're coming off a war over the weekend big rally on wall street, the ten year treasury rates are going higher 4.63% on the ten year up 11 basis points that is still the market rallies, the price of oil you might think it's going up, it's down 1% $84 a barrel, bitcoin may be that could've been a hedge against the war situation. it is down $65000 per coin, same with gold you expected to go up is going down $9 lower at 2365. the latest read on homebuilder sentiment. spell...
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Apr 16, 2024
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at the same time the treasury rate, the 10-year treasury rate is about 4.7 today. that's a 1.2% real yield. the real rate of growth, potential rate of growth in the economy is now well above 2% with all the immigration and with a.i., it is probably above 2.5 and that's where the real rate of interest should be. the treasury rate rising is the process of the market tightening for the fed but it's hardly enough. this, i said when they raised rates they weren't going far enough, they were not emulating veal kerr enough. now they're paying for it. charles: right. and to your point reading the between the lines a week ago, dallas fed president lorie logan she openly questioned whether they have been restrictive enough. i think you will hear more fed officials say that. we heard before you gregory talk co, one of the top economists on the street saying you how pain phil it would be if the fed had to change course, wasn't the goal in the first place to be so painful they conquered inflation and we could move on from there? >> you have to remember team transitory became te
at the same time the treasury rate, the 10-year treasury rate is about 4.7 today. that's a 1.2% real yield. the real rate of growth, potential rate of growth in the economy is now well above 2% with all the immigration and with a.i., it is probably above 2.5 and that's where the real rate of interest should be. the treasury rate rising is the process of the market tightening for the fed but it's hardly enough. this, i said when they raised rates they weren't going far enough, they were not...
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Apr 24, 2024
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i think jamie dimon wants to be treasury secretary and i think he would be a great treasury secretary by the way. here's what he was telling me when talk about policy back in january. watch this. >> the problem with saying you're a democrat or republican is that people think you're going to knee jerk support to everything that those people believe so i'm not -- i fool i l like i have a democratic heart, i have a more republican brain. we need policies that will work. maria: he's talking about policies. he says the democrat policies have failed. >> it reminds me actually of george w. bush who called himself a compassionate conservative, a democratic heart and a republican brain of. i do think you're right, maria. jamie wants to be treasury secretary. sounds like he is playing to both sides so whether it's republican or democrat he'd be the man for the job. one of the things i think jamie does well, it's also one of the things i don't like, is that he constantly talks about how bad things could be and then if they don't turn out to be bad he said well -- maria: we're ready anyway. >> we
i think jamie dimon wants to be treasury secretary and i think he would be a great treasury secretary by the way. here's what he was telling me when talk about policy back in january. watch this. >> the problem with saying you're a democrat or republican is that people think you're going to knee jerk support to everything that those people believe so i'm not -- i fool i l like i have a democratic heart, i have a more republican brain. we need policies that will work. maria: he's talking...
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Apr 29, 2024
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treasury market. >> absolutely. on top of that the treasury just announced earlier today that they will borrow approximately $850 billion in the third quarter of this year. in other words, once the treasury blows throughout the tax revenue it got from april 15 , we will be right back on track to spending about $1 trillion every 100 days. this is absolutely breaking the bond market and money markets. that 10 year treasury affects countless interest rates throughout the economy including your mortgage rate. >> absolutely. thank you so much for joining us tonight. it is good to see you both. let's get right to madison standing by live at columbia university in new york city. anti-israel student protesters. madison, we are hearing that the school has lost control of the situation. columbia faculty and teachers are linking arms to form a barrier around the encampment against police. what are you seeing? >> we have it right here behind us. students very much still camped out in the center with the backdrop of their iconic
treasury market. >> absolutely. on top of that the treasury just announced earlier today that they will borrow approximately $850 billion in the third quarter of this year. in other words, once the treasury blows throughout the tax revenue it got from april 15 , we will be right back on track to spending about $1 trillion every 100 days. this is absolutely breaking the bond market and money markets. that 10 year treasury affects countless interest rates throughout the economy including...
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Apr 15, 2024
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i want steve forbes to be the treasury secretary. larry: he could be the treasury secretary. kevin hassett, what about extending the trump tax cuts, that wouldn't be a bad place to start? because they were contrary to karine jean-pierre and joe biden they were successful. >> sure. larry: thereby partisan economists, academics looked at the corporate tax cuts, wait a second they were successful. moreover everybody got a tax cut and correct me if i'm wrong, kevin, the tax code became more progressive, not less progressive. >> yeah, that's right. real wages went up as well. so you're actually helping out the little guy but the fact is, this is where the election comes up, that the tax cut are the almost all of them are set to expire. some like the expensing are phasing out right now. steve scalise can say we republicans are only thing between you and tax hike that joe biden is planning. actually, they can't stop it. they can't stop it because it is going to happen unless there is active legislation to -- personal side. larry: personal side. >> yes. all the personal income tax st
i want steve forbes to be the treasury secretary. larry: he could be the treasury secretary. kevin hassett, what about extending the trump tax cuts, that wouldn't be a bad place to start? because they were contrary to karine jean-pierre and joe biden they were successful. >> sure. larry: thereby partisan economists, academics looked at the corporate tax cuts, wait a second they were successful. moreover everybody got a tax cut and correct me if i'm wrong, kevin, the tax code became more...
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Apr 26, 2024
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we get exclusive reaction from the second-in-command of us treasury shortly, coast-to-coast starts now. welcome and happy friday. i am edward lawrence. our top story inflation showing little signs of letting up in march and all eyes are on the fed, how it will react at the next meeting next week. getting a read him bob nordeli. you understand when a consumer is under pressure the report shows overall inflation rising year-over-year, going sideways in this. is this the start of stagflation? >> thanks for having me on. gary is the expert on this subject to. it is. why deal with fortune 25 companies and i will tell you there's a long tail on inflation. we are seeing it every day. i would project oil is over one hundred dollars a barrel. i predicted inflation would be 10%. i missed ten but got to nine. i continue to see inflation across almost every commodity we are involved in. people continue to raise prices. consumers have this flood of money, credit card our top down and we see this dichotomy, we heard earlier democracy, we are pushing evs and we see where microsoft is up because of ai
we get exclusive reaction from the second-in-command of us treasury shortly, coast-to-coast starts now. welcome and happy friday. i am edward lawrence. our top story inflation showing little signs of letting up in march and all eyes are on the fed, how it will react at the next meeting next week. getting a read him bob nordeli. you understand when a consumer is under pressure the report shows overall inflation rising year-over-year, going sideways in this. is this the start of stagflation?...
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that's the yield on 10-year treasury moving up 436. not up that much but it's up. investors don't like that. california rolled out $20 per hour minimum wage for fast food workers and i'm joined by alex johnson and operates five auntie anne's and five cinnabon's in california. >> yeah, the increase in wage rate costing me $470,000 so about $50 per location. stuart: are you going to cut any positions because of this? >> we're, you know, everything is on the table right now. we're looking at raising prices right now and something i don't to want co. we've had to raise them several times over the past couple of years because of covid-induced early intervention program fellation. we're seeing our sales -- inflation and seeing sales and traffic decline. it's not a good time to have to do this, but we're not back filling positions so as people move on in their careers, our employees and we're not refilling those positions. ultimately myself, i'm not growing anymore in this state or expanding any new locations and i'm actually doing a different franchise in nevada and that
that's the yield on 10-year treasury moving up 436. not up that much but it's up. investors don't like that. california rolled out $20 per hour minimum wage for fast food workers and i'm joined by alex johnson and operates five auntie anne's and five cinnabon's in california. >> yeah, the increase in wage rate costing me $470,000 so about $50 per location. stuart: are you going to cut any positions because of this? >> we're, you know, everything is on the table right now. we're...
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you -- >> secretary mnuchin was very effective treasury secretary. david: yes he was. >> not only do you need to know the world of finance and president trump is looking at a number of figures including john paulson, investor scott besant, some others, outside the box, robert lighthizer, his trade representative, jamie dimon is on the list. jamie dimon is a long-time democrat. david: i may differ from certainly the lighthizer mode with regard to trade policy. >> i would tell you that the core element of being treasury secretary is dealing with china, trade policy, sanctions, on all kinds of enemies around the world. so you need somebody who is on the same page with regard to china and i'm not sure jamie dimon would be particularly -- david: not as far as blackstone. chase is -- you. >> really need somebody who is very similar in the thinking and an aggressive approach to china as president trump is. david: they're giving me a wrap but you're going to the trump event this weekend, right? >> yes i am. david: do you think he will make 32 million which i
you -- >> secretary mnuchin was very effective treasury secretary. david: yes he was. >> not only do you need to know the world of finance and president trump is looking at a number of figures including john paulson, investor scott besant, some others, outside the box, robert lighthizer, his trade representative, jamie dimon is on the list. jamie dimon is a long-time democrat. david: i may differ from certainly the lighthizer mode with regard to trade policy. >> i would tell...
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Apr 16, 2024
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>> well, not totally because we have to have the cooperation from treasury. treasury, as you well know, issues licenses when there's sanctions that are going on. but what this would do is it would make sure that they are out, they are not allowed to access the world bank or the imf, and in fact, in 2021, not that long ago, iran accessed the special drawing rights from the imf which brought 'em $5 billion. so we're trying to put as much pressure if as we can. the problem, or stuart, has been this administration has rolled back and softened the sanctions that have been put in place over previous years. and, you know, a lot of us are questioning the why of this. frankly, we had leadership on the democrat side as well as treasury whipping against my bill last night. and it just makes you scratch your head as to why. stuart: well, we're talking a lot on this program today about the deep state and its influence on american politics. it occurs to me that you're up against the deep tate at the treasury, because you want to cut the iranians off from the money spigot,
>> well, not totally because we have to have the cooperation from treasury. treasury, as you well know, issues licenses when there's sanctions that are going on. but what this would do is it would make sure that they are out, they are not allowed to access the world bank or the imf, and in fact, in 2021, not that long ago, iran accessed the special drawing rights from the imf which brought 'em $5 billion. so we're trying to put as much pressure if as we can. the problem, or stuart, has...
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Apr 25, 2024
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the basically the price doesn't go down like all the other treasury prices. yields have been going up. the price has been going down. charles: right. >> this basically stays very stable, slight hi lower yield than the short-term treasurys but it preserves your capital where you're not losing money. charles: capital preservation in a rocky environment. great stuff. >> yeah. charles: glad you were here to kick off today's show. going into the session, "the magnificent seven" had become a dynamic duo. only two of these bad boys. all the rest are trading down here. after meta posted that financial report last night, mark zuckerberg said forget about these goggles, we want to be an a.i. player. now meta's stock is starting to swoon as well. i don't know, there can only be one like the movie highlander, nvidia, last one standing? well my first, my next guest says rather in a perfect world megacap tech earnings from meta, microsoft, google, amazon could actually have sent the nasdaq into recovery mode. instead it is not in recovery mode. it is actually back on its h
the basically the price doesn't go down like all the other treasury prices. yields have been going up. the price has been going down. charles: right. >> this basically stays very stable, slight hi lower yield than the short-term treasurys but it preserves your capital where you're not losing money. charles: capital preservation in a rocky environment. great stuff. >> yeah. charles: glad you were here to kick off today's show. going into the session, "the magnificent seven"...
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Apr 30, 2024
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interest rates, the 10-year treasury yields just above 4.60. it's gone up a little bit more to 4.66. the 2-year is sharp -- [laughter] when i wrote that, the 222-year was shy of 5% -- 2-year, now it's at 5.01%. that's not popular on wall street. gas, unchanged right now at an average of $3.65, diesel holding at $4 a gallon. >>> all right, politics. president biden and mexico's president own rah rah door have an agreement to, quote, significantly slow the flow of migrants. longtime democrat james carville rant rahs at young student demonstrators. he says they'll cost joe biden the election. carville has exposed the divide can over age. p.s., a harvard-harris poll shows 80% of registered voters support israel in the war, 20% hamas. just who are those 20% which support a terror group? on the show today, the identity trap. kamala harris and karine jean-pierre, both appointed because of their identity, neither doing well but they can't be fired because of their identity. biden's pulse putting politics ahead of performance. and jerry seinfeld on the
interest rates, the 10-year treasury yields just above 4.60. it's gone up a little bit more to 4.66. the 2-year is sharp -- [laughter] when i wrote that, the 222-year was shy of 5% -- 2-year, now it's at 5.01%. that's not popular on wall street. gas, unchanged right now at an average of $3.65, diesel holding at $4 a gallon. >>> all right, politics. president biden and mexico's president own rah rah door have an agreement to, quote, significantly slow the flow of migrants. longtime...
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Apr 10, 2024
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earlier we crossed 5% on the 2-year treasury. not good for stocks. >>> next case, general motors robo taxis will resume operations if parts of the u.s. today. the self-driving cars had been halted for six months. kelly o'gradys has the story. they will have drivers now, surely. >> reporter: yes,, they will. [laughter] no or worries, stuart. yes. sos this is kind of the first ten for them on the way back to awe a on the mouse driving. there are going to be humans behind the wheel this time. the company was forced to ground its fleet after a woman was actually dragged 20 feet in san francisco. following the shutdown a amidst a number of federal probes, cofinders resigned, nine executives plus a gater of the work force were -- a quarter of the work force were laid off. cruz is resuming driving to gather road information in select citieses, ultimately, fully driverless operations in collaboration with the city. getting cruz back on the road is really key for general motors. the robo taxi is business was set to be a critical a part in
earlier we crossed 5% on the 2-year treasury. not good for stocks. >>> next case, general motors robo taxis will resume operations if parts of the u.s. today. the self-driving cars had been halted for six months. kelly o'gradys has the story. they will have drivers now, surely. >> reporter: yes,, they will. [laughter] no or worries, stuart. yes. sos this is kind of the first ten for them on the way back to awe a on the mouse driving. there are going to be humans behind the wheel...
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Apr 19, 2024
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show me the 10-year treasury, please. that's always key to these markets recently. 4.61%, is your with yield today. and the price of gold doing well because of the incidents in the mideast. we had been well above $2400 an hundreds -- ounce but now we've slipped below, $2396. where's bitcoin this morning? it was all the a way down to 59 grand, now it's back up to 64,. oil all the way up to $89, down to $82 a barrel as we speak. still ahead, tammy bruce deals with biden's challenge with gen-z voters. border guy art del cueto on gop lawmakers tying up speaker johnson's border catastrophe bill. i don't think art likes that. kevin o'leary says the trump trial makes america look like bunch of clowns. and britain's former prime minister, liz truss, she's got a new book out called "ten years to save the west." what do we need to do within ten years to save the west? truss on the set. the 10:00 hour is next. ♪ ♪ if our love's insanity, why are you my clarity? ♪ .. ♪
show me the 10-year treasury, please. that's always key to these markets recently. 4.61%, is your with yield today. and the price of gold doing well because of the incidents in the mideast. we had been well above $2400 an hundreds -- ounce but now we've slipped below, $2396. where's bitcoin this morning? it was all the a way down to 59 grand, now it's back up to 64,. oil all the way up to $89, down to $82 a barrel as we speak. still ahead, tammy bruce deals with biden's challenge with gen-z...
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Apr 16, 2024
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looking at how the treasury markets reacted and we are s eeing such high yields, i mean, for the 2 year to punch through 5% level indicates at least the traders and markets feel that the fed is not going to cut r ates may, june, july. >> we went from -- if you r ecall, we went from the b eginning of the year where we were expecting something like 6-and pricing in a little over one. now that's even being talked about and path of innation is always going to be on even. i think it's now hit sort of a bumpy territory and diverging between goods and services and that's what's creating a lot of worlds and what do they get services inflation down because they were shohei ohtani somewhat success. and the battle is b eing fought right now. >> s&p futures and on the second hedge of semiconductors with 5% and going with geopolitical and we took off half of s&p hedge this morning and >> we were long 98% of portfolios and we have 1% with the hedge and lodge put spread of the s&p and 1% on the semiconductor in that and we're keeping the semiconductor hedge full tale. >> some people have a risk tolera
looking at how the treasury markets reacted and we are s eeing such high yields, i mean, for the 2 year to punch through 5% level indicates at least the traders and markets feel that the fed is not going to cut r ates may, june, july. >> we went from -- if you r ecall, we went from the b eginning of the year where we were expecting something like 6-and pricing in a little over one. now that's even being talked about and path of innation is always going to be on even. i think it's now hit...
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>> in the recent decades we were unipolar world and the world gravitated towards treasurys. ever since the global financial crisis and years that followed, the world is gradually shifted towards being multipolar, the fiscal deficits and debts are kind of unsustainable if you model them out with long-term positive real-year-olds. if you're a foreign investor you're looking at treasuries, you're saying these are probably long term unsustainable. they are freezable or confiscatable if i'm not aligned with u.s. interests. that is a risk for some countries. looking for gold as a way to diversify their reserves i would argue is a no-brainer and the recent gold rally is happening despite tonnage in gold etfs has been very late. a big percentage of this is driven by central banks and foreign private investors. charles: conversely i'm reading in chinese same gold, the demand for gold is outrageous, right? partly an indictment of the u.s. and partly anything to do with perhaps being backbone of future alternative currency to the dollar? >> yeah i would argue in many ways it is return
>> in the recent decades we were unipolar world and the world gravitated towards treasurys. ever since the global financial crisis and years that followed, the world is gradually shifted towards being multipolar, the fiscal deficits and debts are kind of unsustainable if you model them out with long-term positive real-year-olds. if you're a foreign investor you're looking at treasuries, you're saying these are probably long term unsustainable. they are freezable or confiscatable if i'm...
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. >> that is right the treasury bond market telling us there is not much room for this economy to grow, without putting more upward pressure on prices, it makes no sense. that the fed would be cutting rates, what is very much a full employment economy, where inflation is once again on the rise. maria: that is what we're seeing this morning, alfredo or tides assess the jobs market how do you see it? >> yeah, the -- the wall street, main street picture is very, very different, than we have on main street. and when i go out talk to, you know, restaurant owners, are patrons, just regular people regular folks on main street, the inflation issue is still a major, major factor i think "the wall street journal" just yesterday showed that groceries since post-pandemic, 40%, credit card rates where they are right now i don't think there is a rate cut i have been saying that all along. now with inflation the way it is now, i don't see that coming our small business owners regular consumer credit card -- excuse me credit card debt is at highest levels they are the ones suffering, those 1099s out t
. >> that is right the treasury bond market telling us there is not much room for this economy to grow, without putting more upward pressure on prices, it makes no sense. that the fed would be cutting rates, what is very much a full employment economy, where inflation is once again on the rise. maria: that is what we're seeing this morning, alfredo or tides assess the jobs market how do you see it? >> yeah, the -- the wall street, main street picture is very, very different, than we...
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Apr 23, 2024
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the interagency process is usually run from the treasury department. those are experts a deal with technology banning similar applications before, they are the ones that look at it to make sure the algorithm isn't still controlled by the ccp, it will be one of the most significant steps of 118th congress has taken. edward: those police officers looking at the algorithm rise in some way, that slant one way or another. >> if it is not controlled by iran or russia, any other business is allowed to take it, foreign influence has given rise to the issues with tiktok. edward: obviously a debate that will continue. let's bring in senator eric schmidt. would you support a ban on tiktok? >> this is about foreign adversary ownership, getting out of the hands of the ccp. committing genocide in their own country, making designs for world domination, not entitled to add user data of 100 million americans, where the location is, keystroke activity, access to microphones. stuff you hearing classified briefings are concerning but even the stuff we know about access to
the interagency process is usually run from the treasury department. those are experts a deal with technology banning similar applications before, they are the ones that look at it to make sure the algorithm isn't still controlled by the ccp, it will be one of the most significant steps of 118th congress has taken. edward: those police officers looking at the algorithm rise in some way, that slant one way or another. >> if it is not controlled by iran or russia, any other business is...
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we need to unpack what the treasury secretary just said. she used the word dialogue, that was the catchphrase of the obama administration, lots of strategic dialogues but what we should be focusing on is china's behavior and that is only worsening with things like the counterespionage law, the detention of foreign nationals including dual citizen chinese americans, raids on american businesses. that's one aspect of this, you have to look at their behavior but secondly, she mentioned the word decouple, china's trying to decouple from the united states, while it is nice the treasury secretary says that, it doesn't really reflect the reality of the relationship. thirdly, the biden administration has made a huge push for electric vehicles in the united states. that has made us more dependent on communist china because they are makers of car batteries and cheap chinese cars which by the way are creating a problem there. so she's going to fix problems of our own making. maria: yesterday we spoke about this and one of my guests mentioned the fact
we need to unpack what the treasury secretary just said. she used the word dialogue, that was the catchphrase of the obama administration, lots of strategic dialogues but what we should be focusing on is china's behavior and that is only worsening with things like the counterespionage law, the detention of foreign nationals including dual citizen chinese americans, raids on american businesses. that's one aspect of this, you have to look at their behavior but secondly, she mentioned the word...
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will train general account bet last dollar everyone in treasury administration will do everything to a keep economy propped up into november. >> you think political going to be political? >> i mean, anyone with half a brain knows they are political. maria: thanks very much good to see you, sir kyle bass joining us this morning, quick break race for white house heats up president trump gaining support among uncle registered voters democrats worried we are breaking it down with our power panel after this break you are watching "mornings with maria" live on fox business. stay with us. . at ameriprise financial our advice is personalized based on your goals, whatever they may be. all that planning has paid off. looks like you can make this work. we can make this work. and the feeling of confidence that comes from our advice... i can make this work. that seems to be universal. i can make this work. i can make this work. no wonder more than 9 out of 10 clients are likely to recommend us. because advice worth listening to is advice worth talking about. ameriprise financial. scarborough shoa
will train general account bet last dollar everyone in treasury administration will do everything to a keep economy propped up into november. >> you think political going to be political? >> i mean, anyone with half a brain knows they are political. maria: thanks very much good to see you, sir kyle bass joining us this morning, quick break race for white house heats up president trump gaining support among uncle registered voters democrats worried we are breaking it down with our...
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Apr 16, 2024
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the 10 year treasury yield, up 4.66%. then there is this. billionaire mark cuban was asked about paying his fair share in taxes. did he dodge the question? ashley: yes, he did, he was happy to pay substantial amount to the irs. he was asked if he or his corporations pay more than the required amount of taxes. cuban responded, quote, pay what i owe tomorrow. it was transferred to the irs, $288 million. this country has done so much to me, proud to pay my taxes. tag a former president who doesn't. cuban corrected the total amount saying he paid 79 million in taxes. critics piled on asking why the billion or doesn't pay more than he owes, what is a fair share and how much they can be. cuban pays plenty and creates businesses and jobs and hard work while the government squanders that hard-earned money. stuart: armed robbers smashed display cases in oakland, california. the shop owner says life savings were gone in a matter of business, hope to give you the video the actual smashup. a new gallup poll reveals half of us say we are not getting enou
the 10 year treasury yield, up 4.66%. then there is this. billionaire mark cuban was asked about paying his fair share in taxes. did he dodge the question? ashley: yes, he did, he was happy to pay substantial amount to the irs. he was asked if he or his corporations pay more than the required amount of taxes. cuban responded, quote, pay what i owe tomorrow. it was transferred to the irs, $288 million. this country has done so much to me, proud to pay my taxes. tag a former president who...
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Apr 17, 2024
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we've hat a number of weaker than expected treasury sales numbers recently, so the supply is very much there, but the demand is not. now, if government-backed bonds aren't perceived as safe, it represents a lack of confidence in the dollar, a worry that the interest payment you get on a bond won't be worth much over the course of the bond's life. it and also, liz, indicates a concern about runaway government spending which is a big driver of inflation. remember, the imf even warned this week about the dire implications, so it's very likely that you are seeing the up easiness in the bond market imply that those higher for longer rates trend is here to stay. elizabeth: well, kelly, i understood that. you deserve high praise, okay? i'll keep doing it, kelly o'grady. good to see you. >>> look who's here, trump's former treasury secretary for public affairs, monica crowley. okay, monica, this story coming in. protesters again demonstrating at president biden's event in pittsburgh. he was talking tariffs on steel out of china. it looks like the news is overtaking what the campaign is trying
we've hat a number of weaker than expected treasury sales numbers recently, so the supply is very much there, but the demand is not. now, if government-backed bonds aren't perceived as safe, it represents a lack of confidence in the dollar, a worry that the interest payment you get on a bond won't be worth much over the course of the bond's life. it and also, liz, indicates a concern about runaway government spending which is a big driver of inflation. remember, the imf even warned this week...
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Apr 12, 2024
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dollar and the treasury and go into gold. and that's an ongoing thing that has been the main driver -- charles: right. that's amazing. and just to remind folks, so russia invades ukraine, this is global monetary system, the swift system, right? and we take them off of it. which, okay, you know, might sound like a way of punishing them, but it kind of backfired. and even allies are saying, hey, if we ever piss america off, they can flip a switch. no one wants to be that vulnerable. >> that's exactly right. that's why china, if you look at their holdings in treasuries, they've been declining. they still hold a fair if amount, the biggest holder outside of the u.s., but they're holding less. and the reason is because they realized post-u.s. sanctions on russia that if you're not in the friend zone, you're vulnerable. so they said let's diversify and add to our gold positions. and that, i would say, is the main driver of what's taken gold higher. i think we are way over our skis. i think we're probably going to see a correction h
dollar and the treasury and go into gold. and that's an ongoing thing that has been the main driver -- charles: right. that's amazing. and just to remind folks, so russia invades ukraine, this is global monetary system, the swift system, right? and we take them off of it. which, okay, you know, might sound like a way of punishing them, but it kind of backfired. and even allies are saying, hey, if we ever piss america off, they can flip a switch. no one wants to be that vulnerable. >>...
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Apr 19, 2024
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charles: all right, folks, my guest notes that stocks are moving again to the beat of treasury yields. we kind of just talked about that, right? which is not good news, i want to bring in evans may if wealth managing partner elizabeth we've especially advance. elizabeth, in your -- evans. you said the market misread inflation. art and i just talked about that, but didn't the fed misread innation and the market follow the fed? -- inflation9 and the market followed the fed? >> it's a great question. certainly, at the beginning of the year we were pricing in seven rate cuts and then the start of this week we were at two and now with powell's commentary on tuesday, we're picing in one rate cut. -- pricing in one rate cut. charles, we've talked about it before, the fed doesn't know exactly what the fed's going to do, and it continues to be data-dependent. i think your comment on the market moving based on the 10-year treasury, what we saw happen last wednesday and then again on monday was really the rapid rise in the 10-year. that really caused the market to sell off. and if you look at th
charles: all right, folks, my guest notes that stocks are moving again to the beat of treasury yields. we kind of just talked about that, right? which is not good news, i want to bring in evans may if wealth managing partner elizabeth we've especially advance. elizabeth, in your -- evans. you said the market misread inflation. art and i just talked about that, but didn't the fed misread innation and the market follow the fed? -- inflation9 and the market followed the fed? >> it's a great...
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look at treasury's 10-year treasury yield, 4.37% and yield is down slightly. now this. $440 billion is how much the treasury paid out for interest on the debt in the last six months. $412 billion is how much the pentagon paid out in six months for defense. you get the point. more going out in interest than we spend on defense. what's going on? that should make us all think, especially when there are two wars going on. financial journal is have been talking about the debt crisis for decades. we sound like a broken record. and the national debt keeps going up, we say it's about to explode and nothing happens. the debt keeps going up, lenders keep lending. when you're paying more in interest than for defense, maybe we should start to take notice and understand that perhaps this time we are close to the explosion. by that i mean very sharp rise in interest rates as lenders demand more for the risks they're taking and higher rates leading to recession that leads to bigger deficits and more borrowing. it's not that complicated. another astonishing numb number: 1.064
look at treasury's 10-year treasury yield, 4.37% and yield is down slightly. now this. $440 billion is how much the treasury paid out for interest on the debt in the last six months. $412 billion is how much the pentagon paid out in six months for defense. you get the point. more going out in interest than we spend on defense. what's going on? that should make us all think, especially when there are two wars going on. financial journal is have been talking about the debt crisis for decades. we...
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Apr 17, 2024
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treasury secretary janet yellen says the u.s. plans to impose new sanctions on iran in the coming days. watch this. >> and discussions that i have had all options to disrupt terrorist financing over iran continue to be on the table. we have been working to diminish iran's ability to export oil. clearly iran is continuing to export some oil. there may be more that we can do. >> she's talking about all the options on the table. they bid on the table for years and were talking about the beat on the table. the biden administration is facing backlash for extending the sanction waiver last month and unlocked up to $10 billion in frozen money for iran biden is also making a 6 billion-dollar prisoner swap deal with iran that happened last year. what do you think iranian leadership used all the money for were they planning an attack, do they buy weapons and ammunition to attack israel. >> that's exactly what i've been saying the last few months and that's going to happen all of the revenue not on the people of iran but to support its prox
treasury secretary janet yellen says the u.s. plans to impose new sanctions on iran in the coming days. watch this. >> and discussions that i have had all options to disrupt terrorist financing over iran continue to be on the table. we have been working to diminish iran's ability to export oil. clearly iran is continuing to export some oil. there may be more that we can do. >> she's talking about all the options on the table. they bid on the table for years and were talking about...
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take a look at interest rates ten year treasury yield has been hovering around 4.4% recently. it is now at 4.39%, down to another basis points right now. j.p. morgan jamie dimon annual letter to shareholders out yesterday questioning the federal reserve outlook for a soft landing, the leader banker warning interest rates could skyrocket to 8% admit skyhigh debt and international conflicts. i spoke with him back in january we told me the same thing about rate cuts, watch this. >> where does the fed fit in right now it's priced in three rate cuts this year, possibly two or three rate cuts in 2025. do you agree with that. >> i'm a skeptic, i look at a lot of things and forget economic models for sackett, to dragon dollars in fiscal deficit. the infrastructure and ira act, the green economy, re-militarization of the world, restructured to train are all inflationary. that looks like 1970s to me. i think there is a chance that people should be prepared that inflation comes down maybe bounced up a little bit in those implied curves will change. maria: joined me cfr chief investment s
take a look at interest rates ten year treasury yield has been hovering around 4.4% recently. it is now at 4.39%, down to another basis points right now. j.p. morgan jamie dimon annual letter to shareholders out yesterday questioning the federal reserve outlook for a soft landing, the leader banker warning interest rates could skyrocket to 8% admit skyhigh debt and international conflicts. i spoke with him back in january we told me the same thing about rate cuts, watch this. >> where...
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did trump give hints or clues about treasury secretary or perhaps more importantly his vice presidential pick. can't make it up, some scientists are saying wearing jeans is killing the planet. jennifer se is the former brand president of levi straus, the jeans people. she'll join us next. ♪ so, what are you thinking? i'm thinking... (speaking to self) about our honeymoon. what about africa? safari? hot air balloon ride? swim with elephants? wait, can we afford a safari? great question. like everything, it takes a little planning. or, put the money towards a down-payment... ...on a ranch ...in montana ...with horses let's take a look at those scenarios. j.p. morgan wealth management has advisors in chase branches and tools, like wealth plan to keep you on track. when you're planning for it all... the answer is j.p. morgan wealth management. when you need to prepare for unpredictable adventures... (gasp) you need weathertech. [hot dog splat.] laser measured floorliners front and rear. [drink slurp and splat.] (scream) seat protector to save the seats. [honk!] they're all yours! we're her
did trump give hints or clues about treasury secretary or perhaps more importantly his vice presidential pick. can't make it up, some scientists are saying wearing jeans is killing the planet. jennifer se is the former brand president of levi straus, the jeans people. she'll join us next. ♪ so, what are you thinking? i'm thinking... (speaking to self) about our honeymoon. what about africa? safari? hot air balloon ride? swim with elephants? wait, can we afford a safari? great question. like...
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Apr 26, 2024
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the biden white house got the treasury department chemical unit of treasury to work with 13 u.s. banks and paypal and western communion to track americans financial transactions looking for extreme indicators and the indicators were like the purchase of a bible a gun and then searches on the terms markup and trump and then they turn that data over to the fbi to investigate americans without a warrant to troubling sides of the coin. the federal governments requested this information without the benefit of the line and as an innocent purchaser, you have no idea that this is happening the other side is banks are voluntarily turning over information because federal agency requested, that's also problematic because these are personal financial records. if you are engaged in some sort of activity that warrants a warrant you will get one you could survey out but to do it in this way is deeply troubling for civil liberties. >> and there's no charges to begin with, or allegations. this includes bank of america, chase, u.s. bank, wells fargo, citibank, charles schwab, hsbc and western unio
the biden white house got the treasury department chemical unit of treasury to work with 13 u.s. banks and paypal and western communion to track americans financial transactions looking for extreme indicators and the indicators were like the purchase of a bible a gun and then searches on the terms markup and trump and then they turn that data over to the fbi to investigate americans without a warrant to troubling sides of the coin. the federal governments requested this information without the...
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Apr 30, 2024
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what that will do is it will raise interest rates across the treasury curve. that will tighten financial conditions. it's really the same effect that you would get from an interest rate increase. so i don't see a lot of appetite right now for most fed officials to raise interest rates. i think what it would take, maria, to put actual interest rate increases back on the table, you need to see evidence of wages reaccelerating, that would cause some alarm at the fed or inflation expectations rising. on those last two, wages reaccelerating, we're not seeing that yet but there will be an employment cost index report at 8:30 this morning and so that will be an important sign of whether wages continue to cool in line with what we've been seeing. maria: so bryce, what do you think? what are you expecting from the fed today and do you expect rate cuts at all this year? >> well, first of all, as a bond investors i think it's great. i love these yields. i think yields are considerably higher than inflation. we're managing investment grade bond portfolios between 5 and-a-
what that will do is it will raise interest rates across the treasury curve. that will tighten financial conditions. it's really the same effect that you would get from an interest rate increase. so i don't see a lot of appetite right now for most fed officials to raise interest rates. i think what it would take, maria, to put actual interest rate increases back on the table, you need to see evidence of wages reaccelerating, that would cause some alarm at the fed or inflation expectations...
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we're believers in balancing with long-term treasurys, medium termed treasurys, mixed gold and commodities with equities as a hedge. no matter what type of economic environment you're exposed to, all our research it helps protect capital on the downside which is really important with the type of clients we serve. liz: helping to protect against the downside. you're now speaking my language but we also want growth at the same time. how do you do that? is it by picking dividend-paying stocks? >> well the core portfolio we manage there are three key criteria we look for. number one is stable earnings. if you have stable earnings then you're generating lots of free cash flow. if management is very good what they do, deploy that capital and earn investment capital returns of 10% or greater, those three critical criteria with businesses will make for a great sound portfolio that could help minimize risk on the downside but also get you a decent return on the upside. liz: look. you like entergy. that is a name that does have a food yield though. i tossed you a blooper softball and when you look a
we're believers in balancing with long-term treasurys, medium termed treasurys, mixed gold and commodities with equities as a hedge. no matter what type of economic environment you're exposed to, all our research it helps protect capital on the downside which is really important with the type of clients we serve. liz: helping to protect against the downside. you're now speaking my language but we also want growth at the same time. how do you do that? is it by picking dividend-paying stocks?...
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i see green, we are picking up some ground, the dow is up 120, the nasdaq 135 despite the 10 year treasury yield going up. it is up 5 basis points so rates up, stocks up. the price of oil $86 a barrel. bitcoin last time we checked was 67 grand, that's where it is now, 67-numfour. that's the markets this friday. now this. august 19th, democrat convention opens in chicago, they don't want a repeat of chicago 1968. the convention was disrupted by vietnam war protesters. there was a riot outside in lincoln park and a near ride on the convention floor. cbs news dan rather was roughed up by security guards. richard nixon campaigned on law and order and won. hubert humphrey lost. the lesson for democrats is a violent split in their convention could lose them the election. this time it's about israel. a sizable block in the party vigorously opposes biden's israel policy no matter how it shifts from his full throated support. they will make themselves heard on the convention floor. outside, there's already trouble brewing. an outfit called behind enemy lines, we want to confront some zionists, not
i see green, we are picking up some ground, the dow is up 120, the nasdaq 135 despite the 10 year treasury yield going up. it is up 5 basis points so rates up, stocks up. the price of oil $86 a barrel. bitcoin last time we checked was 67 grand, that's where it is now, 67-numfour. that's the markets this friday. now this. august 19th, democrat convention opens in chicago, they don't want a repeat of chicago 1968. the convention was disrupted by vietnam war protesters. there was a riot outside in...
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if trump wins the election, there's a lot of questions about treasury secretary. one name i thought was kind smart was jamie dimon.e he's a democrat. everybody is saying trump wantst to exclude anybody but a trump like person. he's an independent thinker. aany chance that a democrat like jamie dimon woulrated be the treasury secretary? i don't know where trump is thinking. he's thinking in a lot of different directions for a lot of different posts. david: you worked there. >> secretary my my mnuchin was, evidenceing testify. he's looking at -- effective. robert li light hi iser was aei possibility.ng the core element of treasury secretary is dealing with chinad trade policy, sanctions on all kinds of enemies around the world. so you need somebody who is onos the same page with record to china and a i'm not sure that jamie dimon would be particularly --cu david: nolat as far as blackstone, though. >> you need somebody who is very similar in the thinking toward an aggressive approach th china as president trump is. david: they're giving me a wrap. you're going to th
if trump wins the election, there's a lot of questions about treasury secretary. one name i thought was kind smart was jamie dimon.e he's a democrat. everybody is saying trump wantst to exclude anybody but a trump like person. he's an independent thinker. aany chance that a democrat like jamie dimon woulrated be the treasury secretary? i don't know where trump is thinking. he's thinking in a lot of different directions for a lot of different posts. david: you worked there. >> secretary my...
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Apr 22, 2024
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former arkansas governor mike huckabee, former assistant treasury, monica crowley and liz peek will be here when we come back in the 7:00 a.m. hour. you're watching "mornings with maria" live on fox business. stay with us. ♪ luck let a gentleman see. ♪ how nice a dame you can be. ♪ i know the way you treated other guys you've been with. ♪ luck be a lady with me. ♪ [alarm beeping] amelia, turn off alarm. amelia, weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. why not? did you forget something? my protein shake. the future isn't scary, not investing in it is. you're so dramatic amelia. bye jen. 100 innovative companies, one etf. before investing, carefully read and consider fund investment objectives, risks, charges expenses and more prospectus at invesco.com. maria: good monday morning everyone. thanks very much for joining us this horn mo. i'm -- this morning.i'm maria b. time for the hot topic of the hour. a new nbc poll finds former president trump leading president biden on major issues, voters feel he is better equipped to ha
former arkansas governor mike huckabee, former assistant treasury, monica crowley and liz peek will be here when we come back in the 7:00 a.m. hour. you're watching "mornings with maria" live on fox business. stay with us. ♪ luck let a gentleman see. ♪ how nice a dame you can be. ♪ i know the way you treated other guys you've been with. ♪ luck be a lady with me. ♪ [alarm beeping] amelia, turn off alarm. amelia, weather. 70 degrees and sunny today. amelia, unlock the door....
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Apr 23, 2024
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two year treasury backing away from 5% level and that's helping the nasdaq treasury yield go up the nasdaq and when they go down from of the nasdaq does well. but going last time we checked it was pretty stable around $66000 according and that's where it is now. a new report shows significant impact on colleges. researchers say ai will bring significant changes, construction and business operations in the near future. however, just one in five employees and administrators say we are prepared to deal with those changes only one in five right now. you want to's see ai and colleges? direct has to happen. education was legs industry so we see the number only 11% felt they were prepared. obviously because ai came the scene in 2022 in the mainstream so what we need is the leaders in business to go back to the institutions and start accelerating the learning curve giving the market wisdom is happening how is ai deployed? we are in a rapid period of change. ai will dramatically different six months and three is so hard for education system would have to be as close as they can. >> education is alw
two year treasury backing away from 5% level and that's helping the nasdaq treasury yield go up the nasdaq and when they go down from of the nasdaq does well. but going last time we checked it was pretty stable around $66000 according and that's where it is now. a new report shows significant impact on colleges. researchers say ai will bring significant changes, construction and business operations in the near future. however, just one in five employees and administrators say we are prepared to...
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Apr 26, 2024
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look at the 10 year treasury this morning, right now at 4.69%. we're right there kissing up to 4.7%, brenda. okay. even though that's down 1 basis point this morning. treasury secretary janet yellen reacting to yesterday's weaker than expected first quarter gdp. here's what she said. >> what is your reaction hot off the presses to today's first quarter gdp data? >> a lot of the data take theres actually not yet in hand. there could be revisions. the u.s. economy continues to perform very, very well. the fundamentals here are in line with inflation continuing down back toward normal levels. maria: that was a lot of talking points. you're talking about the slowest economic growth story since second quarter 2022, brenda. we've got the pce index out. year over year it is exact todd be up 2.7%. jamie dimon told the wall street journal that he's giving a soft landing long odds. watch this. >> the consumer's in pretty good shape. one thing you've got to be questioning about, a lot of it is driven by fiscal spending. that will have other consequences pos
look at the 10 year treasury this morning, right now at 4.69%. we're right there kissing up to 4.7%, brenda. okay. even though that's down 1 basis point this morning. treasury secretary janet yellen reacting to yesterday's weaker than expected first quarter gdp. here's what she said. >> what is your reaction hot off the presses to today's first quarter gdp data? >> a lot of the data take theres actually not yet in hand. there could be revisions. the u.s. economy continues to perform...
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Apr 30, 2024
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that is what the treasury report is talking about. this, to me, is so divisive. it is wrong in terms of our society. all of these arguments. there are so many divisions out there. let's get rich people, let's get white people. de eifert tax policy. you are a veteran of all of these discussions. what do you make of this? >> yeah, there are some very simple rental polls. get the basis as broad as possible. keep the rates down as much as you can so taxes are not driving economic conditions. households go by the stuff that they value. it is not complicated. this is exactly the opposite of that. pick the narrowest possible base making more than $1 million and even discriminating on the basis of race. and then jack errata. double to what it is now. that is bad economic policy and it will produce bad results. what they think they will accomplish with this i do not understand. if they believe he will be reelected, history will judge him as a failure. it will not work. >> it just occurred to me, biden running around the country talking about raising taxes and taxes on cor
that is what the treasury report is talking about. this, to me, is so divisive. it is wrong in terms of our society. all of these arguments. there are so many divisions out there. let's get rich people, let's get white people. de eifert tax policy. you are a veteran of all of these discussions. what do you make of this? >> yeah, there are some very simple rental polls. get the basis as broad as possible. keep the rates down as much as you can so taxes are not driving economic conditions....
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interesting, the nasdaq's up despite the rising treasury yields. we've got that 2-year treasury above 4.. 75. normally, that would be a negative for the nasdaq. today, no effect at all a. on your screens the 2-year's now 4.76. do we have any individual stocks that we're looking at? some. lauren: there's a one. of individual -- bunch that we're looking at. reprimarily google. the stock should open at an all-time high. they have a new chip which could compete with nvidia. it's a viable alternative to nvidia can chips. it's an a.i. chip, but you can only get access through the google cloud. everybody's spending money on the best of a.i.. google one of those names. stock's at 156 in the premarket. stuart: all right. so alphabet google, that's the stock you're talking about, right in with the new chip? if it opens at that level, $155, isn't that an all-time high? lauren: believe that would be. stuart: what else have you got for us? they're a lauren $155.7. 4, all time high for google. moth, betting big on japan. -- microsoft. they would basically set up
interesting, the nasdaq's up despite the rising treasury yields. we've got that 2-year treasury above 4.. 75. normally, that would be a negative for the nasdaq. today, no effect at all a. on your screens the 2-year's now 4.76. do we have any individual stocks that we're looking at? some. lauren: there's a one. of individual -- bunch that we're looking at. reprimarily google. the stock should open at an all-time high. they have a new chip which could compete with nvidia. it's a viable...
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Apr 25, 2024
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high two year treasury yield topping 5%, the highest since november 13th. the 10 year treasury yield is about 4. 7%, highest since november 1st and you expect to see this for a prolonged the period or is it just a bump? >> glad you brought that up. that is what i am watching with gdp numbers. it is telling conflicting information. the lower than expected gdp number is what you need to pay attention to. the fact that bond yields are up to date after a one% risk tells you what you need to know. slowing growth should be a flight to safety or to price in potentiality there might be sooner rate cuts than we were expecting previously but markets are priced in the federal reserve cares more about getting inflation down to the 2% target than economic growth. blessing the federal reserve wants to see is stagflation, with economic growth rates. the federal reserve had to choose whether to have stagflation environment which looks like the economy contractionary territory which is negative gdp numbers, they would rather choose the latter scenario. we are in a higher lo
high two year treasury yield topping 5%, the highest since november 13th. the 10 year treasury yield is about 4. 7%, highest since november 1st and you expect to see this for a prolonged the period or is it just a bump? >> glad you brought that up. that is what i am watching with gdp numbers. it is telling conflicting information. the lower than expected gdp number is what you need to pay attention to. the fact that bond yields are up to date after a one% risk tells you what you need to...
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veterans to be treasury secretary if he wins in november. as you reported, billionaire hedge fund manager is on the list along with robert light lit hiser. if trumps takes back the white house, the treasury and a federal reserve posts will be very important to wall street. well, at&t acknowledging a massive data breach of customer information, dating back to 2019. the company acknowledging 73 million users were affected. 7.6 million current at&t customers and 65.4 million former account holders caught up with this breach, e-mails, addresses, names, phone numbers, dates of birth, social security numbers, all in this hack. taking a look at the stock in the premarket, it's down 2 and a quarter percent this morning. the news just a week after the company denied any breach of its systems. and finally, there's this, maria. fdny firefighters were forced to remove the thin red line flag honoring 9/11 heroes because one council woman said her constituent called o it out as a political symbol. the staff claimed it you was to honor deceased firefighter
veterans to be treasury secretary if he wins in november. as you reported, billionaire hedge fund manager is on the list along with robert light lit hiser. if trumps takes back the white house, the treasury and a federal reserve posts will be very important to wall street. well, at&t acknowledging a massive data breach of customer information, dating back to 2019. the company acknowledging 73 million users were affected. 7.6 million current at&t customers and 65.4 million former account...
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Apr 29, 2024
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watch that 10-year treasury yield f it climbs above 5% and stays there, the next move by the fed would be a rate hike they will have no choice. charles: good stuff, john, thank you very much. >> my pleasure. charles: folks although the needles are moving in the wrong direction, lots of economists, wall street strategists too, they still have rate cuts on their bingo cards. let's see how much so. kelly o'grady back us. >> reporter: that's right, charles. there is no doubt that the economic data has got enbetter. go back to the august report card, if you will. there was only one category that was frein, that was production are that three categories red, bankruptcies, economy and production. now though, look you've got eight categories that are all lighting up the screen green right now. by the way bankruptcies have gone all the way from red to green. that is kind of an interesting shift to see. that one category in the red, that being production. the data it is getting better, underscoring maybe those rate cuts aren't coming. fund managers they're starting to read the tea leaves. remembe
watch that 10-year treasury yield f it climbs above 5% and stays there, the next move by the fed would be a rate hike they will have no choice. charles: good stuff, john, thank you very much. >> my pleasure. charles: folks although the needles are moving in the wrong direction, lots of economists, wall street strategists too, they still have rate cuts on their bingo cards. let's see how much so. kelly o'grady back us. >> reporter: that's right, charles. there is no doubt that the...