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Jan 3, 2024
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here is flavor of it coming from barkin, a soft landing is conceivable but in no way inevitable.l levels. lisa: this to me is mediocre pushback. you are not releasing seen any reaction in the market. this is, look, pump the brakes, this is at a time when everyone has priced this in to perfection and this is the balance we will hear in the couple of minutes. jonathan: two way risk around the conversation for rate cuts. tom: that is a nice way of putting it, that there is an asymmetry the last 90 days, certainly after powell's extravaganza couple of weeks ago, and the answer is, yes, they would like to become more symmetric about the outcomes. no surprise. barkin saying more additional rate hikes that remain on the table, so that is creating that symmetric approach that they dream of, maybe dream is the operative word. jonathan: michael mckee can talk to us about the dream of the year, let's talk about the fed speak and the data, what are you looking for? michael: everybody is looking for any indication of timing of rate cuts and what they might say about the number of rate cuts. b
here is flavor of it coming from barkin, a soft landing is conceivable but in no way inevitable.l levels. lisa: this to me is mediocre pushback. you are not releasing seen any reaction in the market. this is, look, pump the brakes, this is at a time when everyone has priced this in to perfection and this is the balance we will hear in the couple of minutes. jonathan: two way risk around the conversation for rate cuts. tom: that is a nice way of putting it, that there is an asymmetry the last 90...
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together, allow me to invite you, tell me, why then do we love, say, thank you again for not giving away barkiny nice, very nice, my mother, hello, hello, let's go and have some tea, oh, no, no, no, i'll probably go, the driver is waiting for something else to do, we are distracting the person , goodbye, all the best, goodbye, mom, i’ll open the door, come on, now i understand, now i understand why... i often do this on these business trips, mom, okay, normal, like, divorced, stop it, what are you trying to do for yourself? what can you expect, that i’m with him, i called moscow at work yesterday, asked to extend my vacation, so that i could stay with you a little more, but they didn’t let me go. oops, that’s it, the bunny has already shit himself, that’s what happened to me, sasha, you have programs with animals , this often happens, yes, when you’re live, everyone can only enjoy this moment behind the scenes, all our directors love naturalness , and so that your hosts have an immediate reaction, the weakest link, and many people were offended by you, yes, and it even happened that my... husba
together, allow me to invite you, tell me, why then do we love, say, thank you again for not giving away barkiny nice, very nice, my mother, hello, hello, let's go and have some tea, oh, no, no, no, i'll probably go, the driver is waiting for something else to do, we are distracting the person , goodbye, all the best, goodbye, mom, i’ll open the door, come on, now i understand, now i understand why... i often do this on these business trips, mom, okay, normal, like, divorced, stop it, what...
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friend, where did you end up, don’t give out money, anatalya petrovna barkin, chief economist, kanass nikita. i’ll probably still have to tell my grandmother about the performance, don’t worry, i figured out how not to offend her? i'll just leave on thursday, i'm in i have to go on a business trip, but if i don’t go, i’ll be transferred again. brother, you yourself wanted it, yes, you wanted it yourself, well, the salaries there are lower, well, we really wanted to go to adler for the whole summer, just me and you, yes, just you and i with him the private sector, we wo n’t get out of the sea all day, and i remember how my dad and i went to the sea and saw a flock of jellyfish, and you remember, of course, the jellyfish? i remember what are you whispering here? i have a play at school on thursday, i play the main role. i know, pinocchio. elena viktorovna called about the cap asked, i kept waiting for you to call, i thought i forgot, uh-huh, well, let mom go. mom can’t, mom is going on a business trip. understood, as always, don't worry mom, we all love you very much. i suggest we go t
friend, where did you end up, don’t give out money, anatalya petrovna barkin, chief economist, kanass nikita. i’ll probably still have to tell my grandmother about the performance, don’t worry, i figured out how not to offend her? i'll just leave on thursday, i'm in i have to go on a business trip, but if i don’t go, i’ll be transferred again. brother, you yourself wanted it, yes, you wanted it yourself, well, the salaries there are lower, well, we really wanted to go to adler for the...
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Jan 3, 2024
01/24
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but just last hour, richmond fed president barkin talked about the u.s. economy and the potential for a soft landing. >> this landing could be delayed. the u.s. economy continues to defy expectations. consumer spending is over 68% of the economy, and it's hard to make a case for a pullback as long as equity values are high and the labor market remains as tight as it is. longer term rates have dropped recently, which could stimulate demand in interest sensitive sectors such as housing. and while you might think this would be a first class problem, strong demand isn't the solution to above-target inflation, and that's why the potential for additional rate hikes remains on the table. so, soft landing is increasingly conceivable but in no way inevitable. >> he's not talking about cutting rates, for heaven's sake. he mentioned equity valuations are high. i always hate it when the fed gets involved with equity valuations, because equity valuations being high basically means we have irrational exuberance, something that greenspan talked about. >> and yellen too.
but just last hour, richmond fed president barkin talked about the u.s. economy and the potential for a soft landing. >> this landing could be delayed. the u.s. economy continues to defy expectations. consumer spending is over 68% of the economy, and it's hard to make a case for a pullback as long as equity values are high and the labor market remains as tight as it is. longer term rates have dropped recently, which could stimulate demand in interest sensitive sectors such as housing. and...
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Jan 3, 2024
01/24
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we'll hear from president tom barkin. i'm happy to say our guest is joining me. wonderful to have you with me. i'm going to start with something very data-specific. today we'll be getting the minutes of the fed meeting back in december. that was a real catalyst for markets. you know, it was after that meeting that markets really started soaring. we saw a huge fixed income rally, namely because it suggested they were pricing in more rate cuts for 2024. do you expect the minutes to date to be significant in terms of where the market goes from here? >> it could be. the problem with the minutes is that they're after the fact, so they always give the fed an opportunity to try to micro manage a little bit what the market is pricing now. since that meeting we obviously priced in even more cuts. we're now 150 total for the year, and the fed might seem that that's a little bit excessive, so there's an attempt to roll back the markets. we did have a number of speakers before the end of the year that tried to take back some of that dovishness, so we'll just have to wait and
we'll hear from president tom barkin. i'm happy to say our guest is joining me. wonderful to have you with me. i'm going to start with something very data-specific. today we'll be getting the minutes of the fed meeting back in december. that was a real catalyst for markets. you know, it was after that meeting that markets really started soaring. we saw a huge fixed income rally, namely because it suggested they were pricing in more rate cuts for 2024. do you expect the minutes to date to be...
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Jan 3, 2024
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barkin, i think, was reflective of where the center is. they're not going -- they're not off the table right now. continued progress on inflation could allow the fed to cut. goldman sachs thinks this will come in march. if you look at the 72, 73% probability of a rate cut. down the road is where the differences seem to widen up. 150 basis points of cuts built in this year. there's time for the markets and the fed to come together. ultimately there will need to be progress for the market to be right. this view these numbers don't come out in a straight line and don't behave in a linear fashion. i think they sided with the fed on this there will be obstacles. >> i know you have to get over to the fed so we'll let you bounce. thank you for joining us. joe, i don't know. hikes do feel like they're off the table irrespective of what they say. they took them off the table, put them back in the pantry. it's just a matter of how many you may get. >> and how soon you get them is incredibly important. at some point we're going to be talking about so
barkin, i think, was reflective of where the center is. they're not going -- they're not off the table right now. continued progress on inflation could allow the fed to cut. goldman sachs thinks this will come in march. if you look at the 72, 73% probability of a rate cut. down the road is where the differences seem to widen up. 150 basis points of cuts built in this year. there's time for the markets and the fed to come together. ultimately there will need to be progress for the market to be...
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Jan 11, 2024
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we are set to get fed comments from tom barkin this afternoon. >>> markets continue to rebound.ht now showing a change for the dow. the dow moving lower. down 13 points. the nasdaq is keeping its gains in the pre-market up over .10%. joining me now is malcolm ethridge. malcolm, good morning. great to see you. >> good to see you. good morning. >> i think we have to start on the news with the uptick in oil prices. seemingly on the incident in the dpu gulf of oman. any thoughts of the jump in oil? >> i think we won't see data on that in the cpi read we are about to get. obviously, that is where the market is focused right now. energy prices will definitely have an impact on core cpi. we might find out it did have a significant impact in a couple of months. thankfully, as far as today's numbers, it is too far out to tell. >> we'll continue to watch that story. i want to focus on today and the market today. we have cpi coming up later today. with that in mind, what is your wex word of the day? >> my word of the day is dislocation. there is a clear dislocation between what the market
we are set to get fed comments from tom barkin this afternoon. >>> markets continue to rebound.ht now showing a change for the dow. the dow moving lower. down 13 points. the nasdaq is keeping its gains in the pre-market up over .10%. joining me now is malcolm ethridge. malcolm, good morning. great to see you. >> good to see you. good morning. >> i think we have to start on the news with the uptick in oil prices. seemingly on the incident in the dpu gulf of oman. any...
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Jan 5, 2024
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investors who were hoping for more clarity on the timing of the rate cuts and earlier this week, we had fed barkinaying there is potential for additional rate hikes. rate hikes are still actually on the table. what do you make of the mess messaging? >> it's a tough job for the fed this year. not just trying to engineer the soft landing, but employment numbers yesterday, but let us see what comes out today. they also have the elections later this year. i think the fed was really trying to -- although the press conference and minutes message was messy potentially. i think they are trying to manage what was being priced into the market and saying we are running aside. we are nearer the point of cutting rates and possibly on the pause. you are getting ahead of yourself and we are trying to manage your expectations and bring things back to the realistic level. >> what are you seeing opportunities in the market, stuart? it sounds like you are in the soft landing camp. where do you see the most opportunities then? >> i think we actually have been more cautious side in our portfolios. we are looking at th
investors who were hoping for more clarity on the timing of the rate cuts and earlier this week, we had fed barkinaying there is potential for additional rate hikes. rate hikes are still actually on the table. what do you make of the mess messaging? >> it's a tough job for the fed this year. not just trying to engineer the soft landing, but employment numbers yesterday, but let us see what comes out today. they also have the elections later this year. i think the fed was really trying to...
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Jan 8, 2024
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that was knonoah barkin. senio senior adviser at the rhodium group. >>> and citi named nine stocks that would be boosted by artificial intelligence. giving one firm 60% upside potential. that story is on cnbc pro. scan the qr code on the screen now to find out more and subscribe. >>> also on pro, skylar capital ceo identifies what he believes are top opportunities for retail investors in the energy space. as the investors turn to the central bank easing. that is one of the most important stories for 2024. >>> coming up on the show, antony blinken touches down in the uae as israel and hezbollah exchange fire. we will look at the diplomatic efforts to prevent a wider conflict up next. what is cirkul? cirkul is the fuel you need to take flight. cirkul is the energy that gets you to the next level. cirkul is what you hope for when life tosses lemons your way. cirkul, available at walmart and drinkcirkul.com. my name is ashley cortez and i'm the founder of the stay beautiful foundation when i started in 2016 i wou
that was knonoah barkin. senio senior adviser at the rhodium group. >>> and citi named nine stocks that would be boosted by artificial intelligence. giving one firm 60% upside potential. that story is on cnbc pro. scan the qr code on the screen now to find out more and subscribe. >>> also on pro, skylar capital ceo identifies what he believes are top opportunities for retail investors in the energy space. as the investors turn to the central bank easing. that is one of the...
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victims, and so at this... in the plenum, besides marchenko there were also jordanskaya from sochi, and barkin listening to you, novgorodtsevs , hello, we found out, yes, i’ll pick you up tomorrow morning, i’ll call you in advance, please put on your sports clothes, the main thing is that the shoes are comfortable and bring something warm, why, this is a surprise, okay, see you tomorrow, yes , goodbye, we continue the draw. check number three. acrobatics. do you believe that a chance acquaintance can connect people for life? of course, i do. we met. sorry. half an hour later in sports news repeat the results. number three: acrobatics, step number 20, canoe throw one number hit, i don’t remember what? wrote 4 9 number 34 hand ball finally the last step number 36 glory again i repeat the winning numbers 2 3 20 34 36 you won and now sports news all the current sports numbers the final match of the national cup took place here hurray hurray victory win me call my mom tomorrow i'll pick up the winnings surgery on tuesday oh tomorrow to pick up the money it won’t work out the procedure will take a l
victims, and so at this... in the plenum, besides marchenko there were also jordanskaya from sochi, and barkin listening to you, novgorodtsevs , hello, we found out, yes, i’ll pick you up tomorrow morning, i’ll call you in advance, please put on your sports clothes, the main thing is that the shoes are comfortable and bring something warm, why, this is a surprise, okay, see you tomorrow, yes , goodbye, we continue the draw. check number three. acrobatics. do you believe that a chance...
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Jan 5, 2024
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i think barkin looks at this and smiles and he's happy about this. the pushback from the customers to the supplier is an improvement in the micro inflation dynamic that then ends up in the macro numbers. >> granted, carrefour doesn't have many locations. what iss interesting about this is after a year of investors saying the food companies had the pricing power moment. we are betting it doesn't continue. it seems lagging. pepsi was absolutely one of the companies that felt confident. >> and great margins. >> even in the disinflationary time. >> carlos came on with us in the middle of the issue and he saw prices in latin america. inflation was 15% in south america when he was orunning kel kellogg. he said american ceos were behind the eight ball. if they didn't do it, they would be in big trouble. this is reverse of that. >> the buyer saying i don't feel i can pass these along. other side of this, mike, i want to throw at you is profit margins have been high. it is probably correct to expect them to come down and normalize to historical levels if the
i think barkin looks at this and smiles and he's happy about this. the pushback from the customers to the supplier is an improvement in the micro inflation dynamic that then ends up in the macro numbers. >> granted, carrefour doesn't have many locations. what iss interesting about this is after a year of investors saying the food companies had the pricing power moment. we are betting it doesn't continue. it seems lagging. pepsi was absolutely one of the companies that felt confident....
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Jan 3, 2024
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like barkin, most fed officials since the meeting leaned against the market cuts. in-line with the fed or maybe, mike, the fed in line with the market. >> yeah. i guess, steve, there's time for that to develop at this point. barkin, like most fed officials doesn't want the market to get too comfortable and certain about any single scenario when the fed itself sits there entertaining a relatively wide set of options. >> good point, mike. sitting here given this report in early march and the fed talking the way they've been talking and market priced the way it's priced now, we'd have a problem. disappointment and a lack of the market and the fed being in line. then, of course, seeing the data dramatically different ways. there's a bunch of inflation reports to come. a bunch of gdp reports to come. a very important jobs report friday that should show the job market continuing to ease back from its high rangses of earlie last year. when all that data comes in, if the market and fed are on different pages we have a problem. i do not expect that to be the case. >> yeah.
like barkin, most fed officials since the meeting leaned against the market cuts. in-line with the fed or maybe, mike, the fed in line with the market. >> yeah. i guess, steve, there's time for that to develop at this point. barkin, like most fed officials doesn't want the market to get too comfortable and certain about any single scenario when the fed itself sits there entertaining a relatively wide set of options. >> good point, mike. sitting here given this report in early march...
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Jan 4, 2024
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. >> you wouldn't argue that minutes told you -- i know barkin did say hikes aren't off the table bute minutes lead anyone to believe hikes are coming back? >> no. didn't leave that. but the whole, you know, for some time we could remain restrictive, that along with the data that we're getting, doesn't give you any urgent feeling that fed needs to lower rates, cut rates, which is what the market is expecting right now. i think that's the takeaway. let's see what jobs does tomorrow. >> tomorrow will be important. our next guest is out with his latest market moves. downgrading communications services and real estate, upgrading financials, health care, and consumer discretionary, scott crowner joins us. great to see you. >> happy new year, carl. >> does the degradation in sort of the communication services trade, for example, is that unnerving right now? >> no. i don't think so. i think the message that we're sending here we continue to have the view you want to be a holder of growth in the mega cap growth cohort of the market, with the comp services downgrade, we're likely on the intern
. >> you wouldn't argue that minutes told you -- i know barkin did say hikes aren't off the table bute minutes lead anyone to believe hikes are coming back? >> no. didn't leave that. but the whole, you know, for some time we could remain restrictive, that along with the data that we're getting, doesn't give you any urgent feeling that fed needs to lower rates, cut rates, which is what the market is expecting right now. i think that's the takeaway. let's see what jobs does tomorrow....
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Jan 5, 2024
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we are going to get a little fed speak today, barkin.ch the ten-year. s&p holding 4,700. dow is marginally positive. don't go anywhere. hi, i'm stacey, and i've lost 60 pounds on golo. (guitar music) i was surprised with the golo plan, i was not hungry. thanks to release, i don't feel the need to go for snacks or go back for seconds. give golo a try. this plan works. all right. 60 seconds to draw the perfect gift. what's it gonna be? a bottle of don julio, 1942, delivered. delivered with drizly. gifting without the guessing. drizly. when you're wearing the world's coziest slippers, your comfort zone can be just about, anywhere. step into your comfort zone with olukai. >>> take a look at some s&p laggards for the week to date. jim mentioned this call out of wells today where they upgrade carnival but cut norwegian saying they prefer ccl's de-leveraging path, valuation, their ebitda growth upside risk. we'll watch that and vf corp, mixed bag of semis in the mix as well. stop trading with m ajiin minute and the dow up 31 points. unlocking t
we are going to get a little fed speak today, barkin.ch the ten-year. s&p holding 4,700. dow is marginally positive. don't go anywhere. hi, i'm stacey, and i've lost 60 pounds on golo. (guitar music) i was surprised with the golo plan, i was not hungry. thanks to release, i don't feel the need to go for snacks or go back for seconds. give golo a try. this plan works. all right. 60 seconds to draw the perfect gift. what's it gonna be? a bottle of don julio, 1942, delivered. delivered with...
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Jan 11, 2024
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we will get barkin at 12:40 and a 30-year auction today after the ten-year was pretty in line yesterdayabout 4.07% or so, backing off a touch but still above 4%. with the dow now down 28. don't do away. nice to meet ya. my name is david. i've been a pharmacist for 44 years mainly because i just love helping people. as i got older, it was just a natural part of aging, i felt that my memory was beginning to decline and that's when i started looking for something that would help. when i first started taking prevagen, i noticed my memory was so much better. just stuff seemed to come together and fit like a jigsaw puzzle in my mind. prevagen. at stores everywhere without a prescription. the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start an easy to build, powerful website for free with a partner that always puts you first. start for free at godaddy.com . >>> microsoft has surpassed apple as the most valuable by market cap. it's an awfully thin lead but it is. there. morgan
we will get barkin at 12:40 and a 30-year auction today after the ten-year was pretty in line yesterdayabout 4.07% or so, backing off a touch but still above 4%. with the dow now down 28. don't do away. nice to meet ya. my name is david. i've been a pharmacist for 44 years mainly because i just love helping people. as i got older, it was just a natural part of aging, i felt that my memory was beginning to decline and that's when i started looking for something that would help. when i first...