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May 21, 2024
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maria: we've got more coming up with jeffrey gundlach. interesting to hear him talk economic as well as foreign policy there, john. >> yeah. it's a great interview. you get the impression that according to gundlach, the current administration a is simply a ball of confusion, they don't know what they want. on the one hand, they want lower gasoline prices but on the other hand they want to restrict drilling for crude oil. they're going off in different directions. it makes no sense. and the american voter is tired of this. maria: yeah. >> on the inflation front, let's be honest, that if inflation maintained its pace of the trump administration, right now prices would be about 15 to 20% lower and because of this, because of this rapid inflation. you've got a 30-year mortgage yield just over 7%, back when trump was president that 30-year mortgage yield was 4 and a quarter percent. maria: that's a great point. and a we got into lots of subjects in part two of my interview with jeffrey gundlach, we are going to cover commodities. i want to poi
maria: we've got more coming up with jeffrey gundlach. interesting to hear him talk economic as well as foreign policy there, john. >> yeah. it's a great interview. you get the impression that according to gundlach, the current administration a is simply a ball of confusion, they don't know what they want. on the one hand, they want lower gasoline prices but on the other hand they want to restrict drilling for crude oil. they're going off in different directions. it makes no sense. and...
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May 24, 2024
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gundlach this week to discuss main economic adversary markets outlook for us economy. watch. >> let's talk about china policy for a second, biden is putting on china tariffs, when trump first put tariffs on biden and all democrats criticized president trump, janet yellen said oh, biden tariffs are different targeted trump tariffs were tax on consumer. >> it is all rhetoric there is no meaning to it. it is amazing that there is such a backlash about trump's first tariffs, there was this i think somebody actually said any freshman economic student knows americans are paying tariffs not chinese, putting on trifdz doesn't make any sense i think really driving that is they are trying to select american industry winners, whether ev industry, china is a huge maker of evs, and the idea is to not lose that market to china. now, i think ev market is shrinking demand is going down i think that it will take time for that tradition to happen do i think speedy trial production domestically learned during a pandemic in lockdowns all vulnerabilities, china is increasingly looking like
gundlach this week to discuss main economic adversary markets outlook for us economy. watch. >> let's talk about china policy for a second, biden is putting on china tariffs, when trump first put tariffs on biden and all democrats criticized president trump, janet yellen said oh, biden tariffs are different targeted trump tariffs were tax on consumer. >> it is all rhetoric there is no meaning to it. it is amazing that there is such a backlash about trump's first tariffs, there was...
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May 21, 2024
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divided of initiation lames grocery chains for rising prices, double-blind capital founder and ceo jeffrey gundlach is coming up in the next hour he will give us his thoughts on the macro story, investment priorities in this market and commodities and will get into all of that with a major investor, dunlop was gold extended its record performance, copper and silver pulling back after hitting recent highs in the last couple of weeks, european markets underselling pressure, take a look at the eurozone, now 41, the cat condo 95 and dax index lower by 122. in asia overnight that hang seng index down better than 2% that is the worst performer. back in new york a critical day in president trump touch many trial as it enters the 20th day, michael cohen admitted to stealing tens of thousands of dollars from the trump organization as a former lawyer takes the stand and bottles that would judge merchan, the judge is considering another request for the trump team for dismissing the case altogether they said the prosecution is yet to prove a crime. former georgia state representative is with harvard l
divided of initiation lames grocery chains for rising prices, double-blind capital founder and ceo jeffrey gundlach is coming up in the next hour he will give us his thoughts on the macro story, investment priorities in this market and commodities and will get into all of that with a major investor, dunlop was gold extended its record performance, copper and silver pulling back after hitting recent highs in the last couple of weeks, european markets underselling pressure, take a look at the...
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May 21, 2024
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gundlach about this in terms of driving up costs for consumers watch this. if you look at the components, of the inflation rate you've got what is real driving things has been auto insurance, and shelter. your forced to buy auto insurance renew every six months, 20 percent year-over-year, insurance you don't have to have home insurance most important peace of mind don't want a catastrophe. >> why are aren't markets focused on debt you talk about. they are starting to get focused on i think higher for a longer is going to lead to recession. >> you take out people small business medium businesses used to borrow at 4% on 90 day revolver now 10%, every month every quarter that you are paying that, it eats into cash position. >> what about that, two important points on one hand a lot of cost around insurance. auto insurance healthcare insurance, cost of healthcare, this is eating into things big time prices going up what about deficits 34 trillion dollars debt markets, i guess -- >> fine for now inflation front i think hitting the nail on the head one thing more
gundlach about this in terms of driving up costs for consumers watch this. if you look at the components, of the inflation rate you've got what is real driving things has been auto insurance, and shelter. your forced to buy auto insurance renew every six months, 20 percent year-over-year, insurance you don't have to have home insurance most important peace of mind don't want a catastrophe. >> why are aren't markets focused on debt you talk about. they are starting to get focused on i...
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May 24, 2024
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we will bring you more of maria's interview with double line capital jeffrey gundlach, here is thoughts on the china terrorists, the commodity market, don't miss a moment, you're watching "mornings with maria" live on fox business. ♪ is p when the dow falling over 600 points having the worst day of 2024, there are the numbers, 605 with the final trade on the dow last night, nvidia blockbuster earnings failing to lift the market even shares passed $1000 the company crushing first-quarter earnings, sales surging 262% net income $15 billion, the data center category rose 427% to $22.6 billion, there is nvidia let's bring in lpl chief global strategist quincy krosby, despite the quarter, nvidia blew it out of the park, come on and investors are worried about inflation and the broader picture in the economy, where do you follow this. >> absolutely, the market has always thought nvidia will be more important than the fed, yesterday approved no, the market is worried that the fed's all data and the economy is expanding in the s&p global review of the manufacturing and services pushed up into
we will bring you more of maria's interview with double line capital jeffrey gundlach, here is thoughts on the china terrorists, the commodity market, don't miss a moment, you're watching "mornings with maria" live on fox business. ♪ is p when the dow falling over 600 points having the worst day of 2024, there are the numbers, 605 with the final trade on the dow last night, nvidia blockbuster earnings failing to lift the market even shares passed $1000 the company crushing...
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May 16, 2024
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jeffrey gundlach months ago told us and our viewers, investors, that india is the place to be. why is it today? >> well, i've been talking about india for the last couple of months, but i just want to have exposure to a country that will grow 7, 7.5%, the fastest in the world, which will translate into earning 15%. they have a favorable fiscal policy in place. they have a favorable demographics. we all know that. the largest population in the world. and so i wanted to have exposure. this is 132 names, so it's more concentrated and their top position is reliance industries, which i like a lot, about 7% of the weighting. it's the largest position, as i mentioned, and that's a play on energy, power, grid, and telecom, the infrastructure buildout. we know they will continue to build it out. >> josh, what do you think of these moves, whether it's expanding horizons outside the u.s., i've been getting a lot of that from the strategists and whomever i've been speaking with on "closing bell" that it's time to look outside the united states for opportunity whether it's europe or emergin
jeffrey gundlach months ago told us and our viewers, investors, that india is the place to be. why is it today? >> well, i've been talking about india for the last couple of months, but i just want to have exposure to a country that will grow 7, 7.5%, the fastest in the world, which will translate into earning 15%. they have a favorable fiscal policy in place. they have a favorable demographics. we all know that. the largest population in the world. and so i wanted to have exposure. this...
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May 2, 2024
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. >> i spoke with jeffrey gundlach, as all of you know, on "closing bell" yesterday he, like everybody, thought powell was less hawkish than expected and was pretty positive on the market environment overall. listen >> so this seems like a pretty good environment for moderate risk assets, and it seems like we should probably not have a terribly volatile environment before the next fed meeting. i don't like really risky stuff, because i think higher for longer is going to start taking some of the bodies out i do think in the medium risk assets, i am positive for at least into the next meeting. >> he qualified it, too, brian, neutral on stocks is where he went he made his living being a really smart bond investor he's been shortening his duration a little bit. >> smart >> said you can get attractive yields in credit >> smart >> doesn't like the long end the ten-year, the belly of the curve, bullish gold. wouldn't be a seller but would wait for a dip to be a buyer it's gone up a lot, and he acknowledged that, too >> we're in line with that we're so focused on this great period in the stoc
. >> i spoke with jeffrey gundlach, as all of you know, on "closing bell" yesterday he, like everybody, thought powell was less hawkish than expected and was pretty positive on the market environment overall. listen >> so this seems like a pretty good environment for moderate risk assets, and it seems like we should probably not have a terribly volatile environment before the next fed meeting. i don't like really risky stuff, because i think higher for longer is going to...
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May 1, 2024
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that man right there, jeffrey gundlach, doubleline capital we have a conversation about what the fed chair just said, where interest rate policy goes from here, and the best investments that you can make. so i hope you'll join me at 3:00 eastern time jenny, you are first what's your final trade? >> oneok, trading at 16 times earnings, the stock is down 2% today because the numbers were a little squishy i own it >> weiss >> i'm going with leidos phenomenal quarter since new b management >> joe >> crowdstrike i open it personally >> thanks for all the information. i'll see you at 3:00 i'm tyler mathisen in for teltkelly evans. it is the final countdown on interest rates today market probabilities indicate no chance of a cut today, but could what jay powell says move the markets one way or the other plus, three more names on deck to report. it's all about the consumer, inflation, housing our trader will buy two and fade one name into the print. and we'll tell you
that man right there, jeffrey gundlach, doubleline capital we have a conversation about what the fed chair just said, where interest rate policy goes from here, and the best investments that you can make. so i hope you'll join me at 3:00 eastern time jenny, you are first what's your final trade? >> oneok, trading at 16 times earnings, the stock is down 2% today because the numbers were a little squishy i own it >> weiss >> i'm going with leidos phenomenal quarter since new b...