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stuart: there you g mark tepper. that's right. >> look me up.to flag this. >> they may or may not appear. stuart: more than half of the dow in the green and being bought and dow up 74 points. in just a moment, talking to dirty jobs guy mike rowe about the shift from college to blue collar jobs and going on and happening. more varney next. ♪ ( ♪ ) i got injured, um, my back got injured very bad. i was off work for about a year. did physical therapy, did... you name it i did it. i heard about relief factor from my wife. she basically made me take it. relief factor is a daily supplement, developed by doctors, to help your body fight pain naturally. it doesn't just mask pain, it helps reduce or even eliminate it. i took it every day, three times a day, for three weeks. woke up, laying in bed, roll over and look at her and i said, "the pain is gone." and she said, i'm glad it helped. i said, "no, you don't understand. it's gone." see how relief factor can help you feel better every day. call or go online to try it for yourself and get our 3-week quic
stuart: there you g mark tepper. that's right. >> look me up.to flag this. >> they may or may not appear. stuart: more than half of the dow in the green and being bought and dow up 74 points. in just a moment, talking to dirty jobs guy mike rowe about the shift from college to blue collar jobs and going on and happening. more varney next. ♪ ( ♪ ) i got injured, um, my back got injured very bad. i was off work for about a year. did physical therapy, did... you name it i did it. i...
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Apr 10, 2024
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mark tepper with me this morning. does this report, inflation report affect your investment strike thaty? >> absolutely. look, i said this last week, you give us one more 0.4% month over month cpi print and things will change. inflation is obviously reaccelerating right now. we've watched in the futures market an entire cut this year has been taken off the table. the chances of a june cut are down like 20%. so what you want to be doing and what we're doing is obviously focusing on companies with pricing power that are effectively managing costs and probably want to own more energy right here. the other thing is oil. once oil is $90 a barrel and seeing consumer discretionary really underperforming. >> headline data says yes and let me give you examples and you go back to the jobs data from friday and since we added over 300,000 jobs and the household survey partners in primaries a different picture and we lost 6,000 full-time jobs added 690,000 part-time jobs. that doesn't seem like a booming economy unless everyone's
mark tepper with me this morning. does this report, inflation report affect your investment strike thaty? >> absolutely. look, i said this last week, you give us one more 0.4% month over month cpi print and things will change. inflation is obviously reaccelerating right now. we've watched in the futures market an entire cut this year has been taken off the table. the chances of a june cut are down like 20%. so what you want to be doing and what we're doing is obviously focusing on...
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Apr 16, 2024
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maria: i would bring mark tepper in.e've been talking about this for weeks we were both shocked that the market expected six rate cuts then three. we're lucky if we get any. take a look at oil because you have oil elevated here even though it's pulling back from the highs this morning were talking about $85 a barrel, this on the day that china claims the first quarter gdp grew 5.3% beating expectations. as you would expect i'm not buying this five-point to percent economic growth out of china that comes from the ccp. >> it's tough to trust their data. when you look at oil once it hits $90 a barrel that becomes very problematic for stocks and problematic for the consumer in the economy and typically at about $90 a barrel that 3c consumer discretionary stocks began to underperform consumer staple. i want to ask you this question i'm in agreement with you that there may not be a rate cut this year but i do believe there may not be a rate hike i do believe there will be conversation about it. it will at least be broached and
maria: i would bring mark tepper in.e've been talking about this for weeks we were both shocked that the market expected six rate cuts then three. we're lucky if we get any. take a look at oil because you have oil elevated here even though it's pulling back from the highs this morning were talking about $85 a barrel, this on the day that china claims the first quarter gdp grew 5.3% beating expectations. as you would expect i'm not buying this five-point to percent economic growth out of china...
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marymac it is time -- joining me now is asset management investment analysts mark tepper.hanks for joining the conversation. let's look at futures which are lower across the board. the dow in the s&p 500 overall yesterday, looking at the selling extent this morning, dow industrials down 151, nasdaq down 63 and the nasdaq lower by 13. markets did well in the first quarter and higher across the board year to date. looking at rethinking the federal reserve and how many cuts we will get. looking at ism manufacturing index. that was the trigger that sent stocks lower, you get good news on manufacturing which we ordinarily would say that's a good story. manufacturing index above 50 and stocks sold off. investors said if manufacturing is doing well, the highest print since september 2022 may be the fed rethinks the interest rate cuts. is that what you are thinking? >> that's the train the market is starting to embark on because we 've seen this happen before. we've seen this story play out that whenever the economy is strong that's a cause for concern because we have strong manuf
marymac it is time -- joining me now is asset management investment analysts mark tepper.hanks for joining the conversation. let's look at futures which are lower across the board. the dow in the s&p 500 overall yesterday, looking at the selling extent this morning, dow industrials down 151, nasdaq down 63 and the nasdaq lower by 13. markets did well in the first quarter and higher across the board year to date. looking at rethinking the federal reserve and how many cuts we will get....
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mark he t tepper, your reaction. >> i'm glad that in the latisha james fraud case, i'm glad presidenthis bond and hopefully this thing gets overturned on aappeal because i've said it before, this is a straight up confiscation of assets by the government which is scary for all of us normal americans. if they can do it to a big guy like trump, a former president, they can do it to any of us. that's incredibly scary. with regards to what's going on in the swing states, i mean, when you look at head to head trump is ahead of biden in all seven of those sw swing states. when you complicate things by adding in a third party, rfk, trump's lead widens further. so look, i think what you're seeing happen right now is you're seeing trump at a bare minimum put his efforts where it's going to matter the m. maria: yeah. and you know, it's interesting, hillary clinton was on a show yesterday somewhere and she said look, i don't understand what the debate is. you've got one candidate who has a heart and the other candidate who has 91 counts against him. that's what they wanted to do. they want to be
mark he t tepper, your reaction. >> i'm glad that in the latisha james fraud case, i'm glad presidenthis bond and hopefully this thing gets overturned on aappeal because i've said it before, this is a straight up confiscation of assets by the government which is scary for all of us normal americans. if they can do it to a big guy like trump, a former president, they can do it to any of us. that's incredibly scary. with regards to what's going on in the swing states, i mean, when you look...
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joining the conversation strategic wealth partner mark tepper, republican strategist jonathan madisonornings with maria" is life right now. ♪. maria: it's time for the hot topic of the hour. president biden announcing more student loan handouts. this time 30 million people who have seen their debt grow because of unpaid interest, the plan would give borrowers $20000 in loan forgiveness regardless of their income, the administration did not say how all this would cost. speaking a college in madison wisconsin, biden bragged about going around the supreme court to forgive more debt. >> tens of millions of people's debt is literally about to get canceled but then some of my republican friends elected official since the supreme court blocked us. that did not stop us. we continue to find alternatives to reduce student debt payments that are not challenging. maria: the journal writes biden's latest lawless student loan forgiveness, jonathan, your reaction. >> you cannot solve a real debt problem by issuing more debt. that's exactly what he's doing, legally speaking it's a dubious position be
joining the conversation strategic wealth partner mark tepper, republican strategist jonathan madisonornings with maria" is life right now. ♪. maria: it's time for the hot topic of the hour. president biden announcing more student loan handouts. this time 30 million people who have seen their debt grow because of unpaid interest, the plan would give borrowers $20000 in loan forgiveness regardless of their income, the administration did not say how all this would cost. speaking a college...
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Apr 23, 2024
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mark tepper, final thoughts. >> look, we need a solid earnings season.id to get the market back on track because the market is struggling dealing with higher inflation and the fact that the fed may not cut. maria: it's been a tough second quarter, for sure. thank you so much for being here. pardon her me. -- pardon me. "varney & company" picks it up now. stu, take it away. stuart: good morning, maria, and good morning, everybody. peace has not been restore thed to college campuses. the anti-semitic protests are spreading, harvard closes its
mark tepper, final thoughts. >> look, we need a solid earnings season.id to get the market back on track because the market is struggling dealing with higher inflation and the fact that the fed may not cut. maria: it's been a tough second quarter, for sure. thank you so much for being here. pardon her me. -- pardon me. "varney & company" picks it up now. stu, take it away. stuart: good morning, maria, and good morning, everybody. peace has not been restore thed to college...
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Apr 24, 2024
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mark tepper's stock picks. i'm interested in him and her health. testosterone. >> telemedicine for stigmatized conditions whether it is hair loss, sexual health, acne, depression, anxiety, a lot of this patients want a level of discretion. this is a stock i got involved in last november, went up to $17, down to $12, not because there's issues with its business but because it's a smaller company and small-cap stocks have suffered. probably 50% to 60% by year end. stuart: baby boomers are the biggest buyers of their products. >> looking at longevity, anti-aging. stuart: baby boomers for hair restoration things and testosterone. >> getting up in age a little bit. got to stay young and in a full environment. stuart: trying to make this interesting. >> this is our am and a plaque on morgan stanley, they have strong quarters as it relates to mandate, tends to be weak when you think interest rates are going higher, don't want to negotiate a deal by country and find out financing costs are through the roof 9 to 12 month later, rates are not going much high
mark tepper's stock picks. i'm interested in him and her health. testosterone. >> telemedicine for stigmatized conditions whether it is hair loss, sexual health, acne, depression, anxiety, a lot of this patients want a level of discretion. this is a stock i got involved in last november, went up to $17, down to $12, not because there's issues with its business but because it's a smaller company and small-cap stocks have suffered. probably 50% to 60% by year end. stuart: baby boomers are...
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Apr 30, 2024
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joining us this morning, mark tepper, joe pinion and fox business' cheryl casone.mornings with maria" is live right now. ♪ out of my dreams. ♪ get into my car. ♪ get out of my dreams. ♪ get in the back seat, baby. ♪ get into my car. maria: and it is time for the hot topic of the hour. a new harvard poll finds former president trump is the frontrunner in a race between president biden and robert f ken kennedy junior. biden keeps p touting the biden administration's so called economic success. heres' what they said on a podcast yesterday. >> i think the countries is in much better shape and we're talking about it. we have the best economy in the world. >> the economy grew under bill, it grew under joe, it grew under me. and the reason it grows is when everybody's got a stake, when everybody's making money, american economic history shows whatever prosperity is broadly based and all ofs us ran campaigns with this basic premise, that if you get everybody a fair shot, everybody does better. maria: but everybody's not doing better. meanwhile, a new cbs news poll finds vo
joining us this morning, mark tepper, joe pinion and fox business' cheryl casone.mornings with maria" is live right now. ♪ out of my dreams. ♪ get into my car. ♪ get out of my dreams. ♪ get in the back seat, baby. ♪ get into my car. maria: and it is time for the hot topic of the hour. a new harvard poll finds former president trump is the frontrunner in a race between president biden and robert f ken kennedy junior. biden keeps p touting the biden administration's so called...
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also with us mark ten earn. tepper. chance of a cut in the june policy meeting, the lowest level in terms of people expecting a rate cut since october. you heard the story this morning and yesterday, jp morgan chairman and ceo jamie dimon warning high deficit spending could send interest rates soaring. ywrites it's important to note the economy is fueled by government spending and stimulus, may lead to st stickir inflation and higher rates. he said inflation will be bouncing around but the spending is what the issue is. watch this. where does the fed fit in, jamie? right now it's pretty much priced in we're going to get 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 just economic models for a second. $2 trillion of fiscal deficit, the infrastructure and ira act, the green economy, the remilitaryization of the year, restructuring of trade are all inflationary. that looks a little more like 1970s to me so i think there's a
also with us mark ten earn. tepper. chance of a cut in the june policy meeting, the lowest level in terms of people expecting a rate cut since october. you heard the story this morning and yesterday, jp morgan chairman and ceo jamie dimon warning high deficit spending could send interest rates soaring. ywrites it's important to note the economy is fueled by government spending and stimulus, may lead to st stickir inflation and higher rates. he said inflation will be bouncing around but the...
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Apr 16, 2024
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tepper, great to have you this morning. >> thank you. >> more earnings this week, maria, we'll keepeverybody. "varney & company" ticks it up. stu, take it away. stuart: good
tepper, great to have you this morning. >> thank you. >> more earnings this week, maria, we'll keepeverybody. "varney & company" ticks it up. stu, take it away. stuart: good
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morgan stanley managing director and private wealth advisor, and mark tepper.hanks for joining the conversation. kathy:thanks for having me. maria: look at futures, we got a rally underway, dow industrials up 111, nasdaq up 87 and the s&p, 18.4. the dow closed lower yesterday for a third straight day, s&p 500 broke a 2 day losing streak after fed chief powell's comments yesterday. interest rate around 4.3%. jay powell signaled the base case remains 3 rate cuts are coming beginning in june. listen to this. >> reporter: these recent data, and strong but rebounding, inflation moving down 2%. maria: harder than expected numbers. >> i'm not surprised. palace turning everything back to normal. we've had conflicting data and service numbers are down, and investors react what they are expecting. that's driving movement in the market. that is why think between a great first quarter and expectations that powell was not going to lower rates was what happened with the markets this week. maria: what do you think in terms of the second court. will we see momentum continue yo
morgan stanley managing director and private wealth advisor, and mark tepper.hanks for joining the conversation. kathy:thanks for having me. maria: look at futures, we got a rally underway, dow industrials up 111, nasdaq up 87 and the s&p, 18.4. the dow closed lower yesterday for a third straight day, s&p 500 broke a 2 day losing streak after fed chief powell's comments yesterday. interest rate around 4.3%. jay powell signaled the base case remains 3 rate cuts are coming beginning in...
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maria: i agree with you mark tepper with me earlier agrees as well seems wrongheaded to be cutting interestwhere we still have this inflation problem. let me get your take on this agreement that the administration wants to have, the biden administration cancellation plans to refill dpleeltd strategic presidentium rev, prices up almost 6%, up 5% last year at the say trend your friend commodities going higher this is where we should be investing. >> if inflation scare is coming back appears it is reits, if you look at some of those things becoming more apparent people want to buy hard commodities how you deal with inflation, inflation trending higher we could see crude oil prices continue to work higher, 80, 90 plus daryls dollars a barrel not refilling strategically petroleum reserve. >> in terms of investing today, when you look at charts, and commodity prices hires it better to buy commodities out right or should i apply the companies that are producing digging, the securities of those companies? >> well, i think for a lot of individuals that is buying the companies i think can make a lot
maria: i agree with you mark tepper with me earlier agrees as well seems wrongheaded to be cutting interestwhere we still have this inflation problem. let me get your take on this agreement that the administration wants to have, the biden administration cancellation plans to refill dpleeltd strategic presidentium rev, prices up almost 6%, up 5% last year at the say trend your friend commodities going higher this is where we should be investing. >> if inflation scare is coming back appears...
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Apr 18, 2024
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thank you, mark tepper, jonathan and joe borelli. great to see you.
thank you, mark tepper, jonathan and joe borelli. great to see you.
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Apr 23, 2024
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joy to the conversation all morning long strategic wealth partner mark tepper, gop strategist krysiazo, "mornings with maria" is live right now. ♪. maria: time for the hot topic of hour, anti-israel protest sweeping across you elite universities across the country. why you joining harbor, columbia, yale, princeton, stanford and other top ranking universities across the country to protest at least 21 of the top 50 universities have had an active anti-israel protest in the past week. while marking earth day in virginia, president biden was asked by a reporter if he condemns a protest, here's his response. watch this. >> to condemn the anti-semitic protest on college campuses. >> i condemn anti-semitic protest that's what i've said i'm not going to deal with that and i also condemn votes and to understand what's going on with the palestinians. >> should the columbia university resident resign, should she resign? maria: your reaction. >> is consistent with everything that we seen from joe biden this far with his rhetoric with respect to israel and supporting jewish students but she despe
joy to the conversation all morning long strategic wealth partner mark tepper, gop strategist krysiazo, "mornings with maria" is live right now. ♪. maria: time for the hot topic of hour, anti-israel protest sweeping across you elite universities across the country. why you joining harbor, columbia, yale, princeton, stanford and other top ranking universities across the country to protest at least 21 of the top 50 universities have had an active anti-israel protest in the past week....
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tepper and i were talking about yesterday, we are lucky if we get one but i want your take on the evause ford is announcing will delay production of its all electric suv and the pickup truck until 2,027. the focus on offering hybrid vehicles across the line up by 2,030 has been do you laid. grady trimble pressed karen jean-pierre about this deal and the biden administration's ev push. >> do these types of developments make the administration rethink their ev policy? >> when it comes to ev sales they are reaching record highs. eveys are more affordable than ever because of the work this administration has done. last year ev sales surpassed one million for the first time ever. that's a 50% increase under president biden, ev sales have quadrupled. >> is it realistic to go from 7% to 8% of sales to 50% of sales if the automakers themselves are cutting back on production? >> us manufacturing jobs have increased, jobs have increased and when you see a boom like this you need autoworkers. it can't happen on its own. maria: i don't know what she's talking about with record sales of evs, nobo
tepper and i were talking about yesterday, we are lucky if we get one but i want your take on the evause ford is announcing will delay production of its all electric suv and the pickup truck until 2,027. the focus on offering hybrid vehicles across the line up by 2,030 has been do you laid. grady trimble pressed karen jean-pierre about this deal and the biden administration's ev push. >> do these types of developments make the administration rethink their ev policy? >> when it comes...
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Apr 30, 2024
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also with me is mark tepper. thank you for joining the conversation this morning.you interest rates, the 10 year treasury looks like this ahead of the federal reserve kicking off day one of the two day meeting, the yield 4.63%, that's up 1.7 basis points. the fed widely expected to hold interest rates steady tomorrow but the futures market is pricing in 58% chance that the central bank will have its first rate cut in september. earlier in the show i spoke with the wall street journal's chief economic c correspondent nick timiraos. what are you expecting from jay powell today given that we've seen three straight months of inflation staying elevated and worries that in fact rate cuts may be off the table? >> they'll simply take out the interest rate cuts expected this year or early next year. 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
also with me is mark tepper. thank you for joining the conversation this morning.you interest rates, the 10 year treasury looks like this ahead of the federal reserve kicking off day one of the two day meeting, the yield 4.63%, that's up 1.7 basis points. the fed widely expected to hold interest rates steady tomorrow but the futures market is pricing in 58% chance that the central bank will have its first rate cut in september. earlier in the show i spoke with the wall street journal's chief...
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Apr 18, 2024
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strategic wealth partners ceo mark tepper, former acting ice director jonathan fahey and minority leader borelli. "mornings with maria" is live right now. it is time for the hot topic of the hour, alejandro mayorkas will testify today before the senate homeland committee after democrats voted to kill impeachment articles against him. chuck schumer proposed a point of order deeming the first article on constitutional. the he said it fails to meet the high standard for removal, jonathan fahey, your reaction. >> it's amazing to say doesn't meet the high standards for removal there's never been a cabinet secretary that systematically undermines and refused to enforce the law and he said more harm to the country than anyone ever. maria: what harm are you referring to. >> specifically 100,000 drug overdoses a year, we have crime, national security at risk and all of these cost that are imposed because of the migrants coming in. in new york billions and billions of dollars that are imposed on the taxpayers all because of him. maria: and? maria: they said it was unconstitutional chuck schumer wo
strategic wealth partners ceo mark tepper, former acting ice director jonathan fahey and minority leader borelli. "mornings with maria" is live right now. it is time for the hot topic of the hour, alejandro mayorkas will testify today before the senate homeland committee after democrats voted to kill impeachment articles against him. chuck schumer proposed a point of order deeming the first article on constitutional. the he said it fails to meet the high standard for removal, jonathan...
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Apr 11, 2024
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joining the conversation ceo mark tepper, former bush 43 white house official ashley davison heritagendation director cara friedrich. "mornings with maria" is live right now. ♪ >> time for the hot topic of the hour. it doesn't republican senators are planning to obstruct just later proceedings if the democrats table the impeachment articles against alejandro mayorkas. house republicans are delaying the delivery of those articles until next week. mayorkas testified on president biden's fiscal 2025 budget request. he was questioning on his handling of the border. >> i understand the challenges that the board and i don't dance around them. >> would you call it a crisis. >> yes i would. >> it was reported in january of this year that at a meeting with border patrol agents that you said the current rate of release apprehended at the southwest border is above 85%. >> i'm not familiar with that number and i'm not certain to which conversation you are referring. >> president biden did not do anything to prevent this issue. it's become worse in chinese nationals as you may be aware the largest
joining the conversation ceo mark tepper, former bush 43 white house official ashley davison heritagendation director cara friedrich. "mornings with maria" is live right now. ♪ >> time for the hot topic of the hour. it doesn't republican senators are planning to obstruct just later proceedings if the democrats table the impeachment articles against alejandro mayorkas. house republicans are delaying the delivery of those articles until next week. mayorkas testified on president...
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Apr 25, 2024
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also with us is mark tepper. kevin, thank you for joining the conversation. >> my pleasure. airlines reporting, southwest, caterpillar, american airlines reporting earlier this morning. southwest missed on the expectations, stock right now is down almost 9% after the first quarter results missed. they also cut jet delivery forecasts for boeing. american airlines reported a double miss, it reported record revenue, 12.6 billion in revenue. stock is up better than 4%. we're watching caterpillar. stock is down 4% this morning after its numbers. meta reported better than expected earnings last night, was weak on revenue outlook. the stock is down better than 14%. meta put focus on artificial intelligence. mark zuckerberg said for the next two years the company will focus on growing products and engagement before focusing on momonetizing the business. give us your reaction and expectations ahead of the big ones tonight. >> big tech earnings are incredibly important to the psyche of investors. we cover them so much in the media and many individual investors and asset managers hold
also with us is mark tepper. kevin, thank you for joining the conversation. >> my pleasure. airlines reporting, southwest, caterpillar, american airlines reporting earlier this morning. southwest missed on the expectations, stock right now is down almost 9% after the first quarter results missed. they also cut jet delivery forecasts for boeing. american airlines reported a double miss, it reported record revenue, 12.6 billion in revenue. stock is up better than 4%. we're watching...
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Apr 16, 2024
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tepper, great to have you this morning. >> thank you. >> more earnings this week, maria, we'll keep on 'em. maria: thanking -- thanks, everybody. "varney & company" ticks it up. stu, take it away. stuart: good morning, everyone. it was outrageous. treasured be consequences. anti-us trial protesters blocked traffic in cities across the country. it was deliberate disruption, it was coordinated. there were shouts of to america, the stars and stripes burn. ing a young man waved a hezbollah flag in america. nothing from the president, nothing from leading democrats, but senator marsha blackburn will introduce a bill to make the deliberate blocking of highways a federal climb. a good thing too. crime. in israel the military chief says we have no choice but to real kuwait for iran's weekend aback -- retaliationuate. there are some reports some form of retaliation is imminent. no serious bounceback after monday's selling. the dow should open with a solid gain around 200 points helped where solid results from unitedhealth. the s&p, the nasdaq much higher or but that's not much of a gain afte
tepper, great to have you this morning. >> thank you. >> more earnings this week, maria, we'll keep on 'em. maria: thanking -- thanks, everybody. "varney & company" ticks it up. stu, take it away. stuart: good morning, everyone. it was outrageous. treasured be consequences. anti-us trial protesters blocked traffic in cities across the country. it was deliberate disruption, it was coordinated. there were shouts of to america, the stars and stripes burn. ing a young man...
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Apr 16, 2024
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also with me is mark tepper. welcome to the program. >> thanks for having me.u're joining the conversation. as we look at earnings and the federal reserve and its next move, take a look at futures. we've got a rally in the dow, up 180 right now. largely due to some earnings news, united healthcare rallying about 6 or 7%. that's adding a huge amount of ground to the dow. the nasdaq is negative, although here too we're off the worst levels of the i da day. i want you to comment on are interest rates. federal reserve chairman jay powell will speak this afternoon and the yield on the 10 of year right now is 4.6%. the futures market is pricing in 50% chance of an interest rate cut at the fed's july policy meeting. but i spoke with the founder and editor of grant interest rate observer on this program a couple weeks ago, he was the first person to bring up this idea that we actually could see a hike in interest rates. forget a cut in interest rates. here's jim grant with me a couple weeks ago here. you're not expecting a cut in the rates any time soon? >> no. they mi
also with me is mark tepper. welcome to the program. >> thanks for having me.u're joining the conversation. as we look at earnings and the federal reserve and its next move, take a look at futures. we've got a rally in the dow, up 180 right now. largely due to some earnings news, united healthcare rallying about 6 or 7%. that's adding a huge amount of ground to the dow. the nasdaq is negative, although here too we're off the worst levels of the i da day. i want you to comment on are...
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Apr 25, 2024
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joy to the conversation all morning long wealth partner mark tepper, posten president of maslansky ande carter and ice director jonathan fahey. "mornings with maria" is live right now. ♪ ♪ ♪. maria: time for the hot topic of the hour and new bloomberg poll finding president trump is leading president biden in six of seven key swing states as more grow frustrated by rough economic conditions. biden says he's going to let trump's tax cuts expire if he is reelected. >> this is not your father's republican party, this is a different breed of cat, the maga republicans. >> red predecessor rollback for the imposed increases of federal minimum wage and very proud of his $2 trillion tax cut when he was president the overwhelming the benefit of the wealthy and created the biggest corporations and exploded the federal, i cut the federal deficit. it's going to expire and if i'm reelected it's going to stay expired. maria: the tax foundation claims a family with three kids earning $200,000 a year will owe $7500 more in taxes should trump's tax cuts expire. joe biden is telling us what he wants to d
joy to the conversation all morning long wealth partner mark tepper, posten president of maslansky ande carter and ice director jonathan fahey. "mornings with maria" is live right now. ♪ ♪ ♪. maria: time for the hot topic of the hour and new bloomberg poll finding president trump is leading president biden in six of seven key swing states as more grow frustrated by rough economic conditions. biden says he's going to let trump's tax cuts expire if he is reelected. >> this...
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Apr 18, 2024
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thank you, mark tepper, jonathan and joe borelli. great to see you. have a great day, everybody. see you tomorrow. stu, take it away. stuart: good morning, maria, and good morning, everyone. google pushes back hard against the activists. 28 fired. they'd objected to google's billion dollar cloud computing contract with israel. they disrupted the office of the man to who runs google cloud. google calls it unacceptable behavior. the president of columbia university calls anti-semitism unacceptable behavior, so what will be done about the near-riot last night just outside columbia? it was an anti-israel protest complete with shouts of long live hamas. there are 4,700 jewish students at columbia, how will they feel this morning? to the markets. the dow industrials up maybe 90 at the opening bell, the s&p up 8, and the nasdaq up 18. modest green. the yield on the 10-year treasury this morning going up to 4.60 percent%. -- . the yield on the 2-year close to 5, you're at 4.95. bitcoin down to $62,000. gas, though, creeping ever higher gradually. $3.67 for regular and diesel unchanged at
thank you, mark tepper, jonathan and joe borelli. great to see you. have a great day, everybody. see you tomorrow. stu, take it away. stuart: good morning, maria, and good morning, everyone. google pushes back hard against the activists. 28 fired. they'd objected to google's billion dollar cloud computing contract with israel. they disrupted the office of the man to who runs google cloud. google calls it unacceptable behavior. the president of columbia university calls anti-semitism...
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Apr 23, 2024
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mark tepper, final thoughts. >> look, we need a solid earnings season. obviously, this is a very important week, but it's got to be solid to get the market back on track because the market is struggling dealing with higher inflation and the fact that the fed may not cut. maria: it's been a tough second quarter, for sure. thank you so much for being here. pardon her me. -- pardon me. "varney & company" picks it up now. stu, take it away. stuart: good morning, maria, and good morning, everybody. peace has not been restore thed to college campuses. the anti-semitic protests are spreading, harvard closes its gates to nonstudents until friday. columbia encouraging remote learning again, they can't guarantee the safety of jewish students. the president says, as in president biden, he says he condemns anti-semitism. alexandria ocasio-cortez says the protests are peaceful. i'd like to say there's nothing peaceful about that a rahs aing jews. -- a harassing jews. donald trump's trial in new york, the judge will decide if he violated the gag order. he could decide
mark tepper, final thoughts. >> look, we need a solid earnings season. obviously, this is a very important week, but it's got to be solid to get the market back on track because the market is struggling dealing with higher inflation and the fact that the fed may not cut. maria: it's been a tough second quarter, for sure. thank you so much for being here. pardon her me. -- pardon me. "varney & company" picks it up now. stu, take it away. stuart: good morning, maria, and good...
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joining the conversation all morning long this morning, strategic wealth partners ceo, mark tepper, goptrategist, joe pinion and former new york state security advisor, michael ball l balboni. "mornings with maria" is live right now. ♪ maria: and it's time for the hot topic of the hour. a gallup poll finding 57% of americans think that president biden is likable, that's down 9% from 2020. the poll also finds the same percentage say former president trump is a strong and decisive leader. in 2024, that's up 1% since 2020. new readings this morning to a take a look at. joe pinion, your reaction. >> look, certainly those are encouraging numbers for president trump and i think it reflects what most americans realized, that joe biden has watched everything go wrong on his watch from the economy to the border to the issues that we're experiencing abroad and so i think you have to remember, you go back to 2020, as early as february when president trump gave his last state of the union, nancy pelosi was clapping side ways and eventually ripped up the speech because it looked like president trump
joining the conversation all morning long this morning, strategic wealth partners ceo, mark tepper, goptrategist, joe pinion and former new york state security advisor, michael ball l balboni. "mornings with maria" is live right now. ♪ maria: and it's time for the hot topic of the hour. a gallup poll finding 57% of americans think that president biden is likable, that's down 9% from 2020. the poll also finds the same percentage say former president trump is a strong and decisive...
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Apr 11, 2024
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tepper cheryl casone thanks all-hands-on-deck your reaction, to the ppi this morning. >> well, i meanred to cpi usually a leading indicator of the cpi because companies see this -- prices rising before xherdz decoupled, ppi has been coming down, in '23 the reason decoupled driven bying housing, mostly owner occupied no production in there like in prices of ppi essentially, right? the concerning fact now is that ppi is ticking up again, last couple months, in february, now cooler, but does start -- continuing, then we are going to think more of a leading indicator i think because, really the breakdown between ppi down below target, cpi coming in hot lately is housing market. >> great analysis, there, i want to find out why in fact we continue to see elevated inflation congressman dan let me ask you about this you know president biden is takinging the credit for getting inflation down from highs 9.1% but in fact federal reserve has raised interest rates to rein in inflation, and, you know, all of this spending that the president wants to continue doing has been, a problem. it has been a
tepper cheryl casone thanks all-hands-on-deck your reaction, to the ppi this morning. >> well, i meanred to cpi usually a leading indicator of the cpi because companies see this -- prices rising before xherdz decoupled, ppi has been coming down, in '23 the reason decoupled driven bying housing, mostly owner occupied no production in there like in prices of ppi essentially, right? the concerning fact now is that ppi is ticking up again, last couple months, in february, now cooler, but does...
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Apr 17, 2024
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mark tepper's with us. he's bot the stock picks with him, his stock picks.n a fraction today but you like it. >> yeah. so their new marketing campaign is brilliantly boring which i think translates through to the stock as well. it's paying a 4% dividend. it is a regional bank, and we've seen some huge performance divergence this year from the bigger banks and the regional a banks. and a lot of the issue, obviously, is commercial real estate exposure. so with some of these smaller regional bank, up to 40 % or so of their loan portfolio is commercial real estate. with pnc, that's not the case. they've been unfairly punished, only 11% of their that portfolio is commercial real estate with only 2.4% being office space, so i like the valuation. stuart: 146, where's it going? >> 25% upside. stuart: okay. i'm tryinged to do the math. what would that be? okay. i'll figure it out. you always go back to the same group of stocks,, the dating people, match group. >> which is weed because i'm too old to have's appearanced tinder and hinge, is so i've got to lean on the g
mark tepper's with us. he's bot the stock picks with him, his stock picks.n a fraction today but you like it. >> yeah. so their new marketing campaign is brilliantly boring which i think translates through to the stock as well. it's paying a 4% dividend. it is a regional bank, and we've seen some huge performance divergence this year from the bigger banks and the regional a banks. and a lot of the issue, obviously, is commercial real estate exposure. so with some of these smaller regional...
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Apr 25, 2024
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mark tepper, jump in here, because this is something you've been expecting for some time. >> yeah.ld love to get your take on this, that when you look at commercial real estate even office space e in particular, it seems like right now the banks and the borrowers are actually playing nice in the sandbox, and they are negotiating extensions to mortgages rather than forcing the borrowers to refinance the whole mortgage at high era rates. dawning that's what's helping -- do you think that's what's helping out some of these office buildings in. >> welsh it's not helping the buildings, i think it's delaying the day of execution. but if you look a the smart investors, the backstones, the brook bills, they are giving properties back to their lenders because they've given up on them. you have one of the largest ones in the office building sector, savannah, writing down their office funds equity to zero. so the end of the day, smart investors are going to move on and look for opportunities. the other ones are going to hang around for a while because the lender don't want these properties ba
mark tepper, jump in here, because this is something you've been expecting for some time. >> yeah.ld love to get your take on this, that when you look at commercial real estate even office space e in particular, it seems like right now the banks and the borrowers are actually playing nice in the sandbox, and they are negotiating extensions to mortgages rather than forcing the borrowers to refinance the whole mortgage at high era rates. dawning that's what's helping -- do you think that's...