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Jan 31, 2024
01/24
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KQED
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but there are still people like nigel dodds, currently in the house of lords, stanley wilson, they saideal has gone far enough. and then he has leg jim, a former member of the traditional union, the hard-line unionist group. >> that is the point, the executive of which they are around 130, they saw powerpoint presentation last night. the officers have seen the command paper. when it is published, the question will be whether jeffrey donaldson can take the party wi him. >> the news conference with the party officers was meant to take place, last about an hour. a press conference was planned. it was -- a strange place for the dup, that is where it was taking place. that press conference didn't take place from 1:00 a.m., a very late-night. they missed the evening deadlines. but he did seem quite confident. and remember, he also did the aspect where he seemed to stand up to his detractors, and called out those who had used the word saying what have you produced -- i have managed to bring the eu it seems he has.tiating table. cracks i can also see the title for your column, can jeffrey donal
but there are still people like nigel dodds, currently in the house of lords, stanley wilson, they saideal has gone far enough. and then he has leg jim, a former member of the traditional union, the hard-line unionist group. >> that is the point, the executive of which they are around 130, they saw powerpoint presentation last night. the officers have seen the command paper. when it is published, the question will be whether jeffrey donaldson can take the party wi him. >> the news...
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Jan 8, 2024
01/24
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BLOOMBERG
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and morgan stanley's mike wilson says focus on single stocks as he sees the overall index falling. back to work, d.c. -- also me. congress reaching a deal averting a shutdown. we will get you the latest. i'm alix steel with my cohost guy johnson in london. happy new year. guy: happy new year. it is nice to see you. yes, covid strikes again. aalix is back, though. last week does not count. there was a lot of turbulence. it is nice to have you back. we will see what happens this week. it's a great time to be on. it's a great way of approaching the world. you want to be european. we've got lots to talk about. the boeing story you want to come back to a little bit later on. serious questions about how management gets past it and what they do with the spirit question. factors, sectors, single stocks, that is great, but i tell you what, the s&p was really good at picking stocks last year. the nasdaq was really good at picking stocks last year. why would you want to ignore that? the index has done really well, and this is a really choppy market, as we just learned. alix: yeah. this is all
and morgan stanley's mike wilson says focus on single stocks as he sees the overall index falling. back to work, d.c. -- also me. congress reaching a deal averting a shutdown. we will get you the latest. i'm alix steel with my cohost guy johnson in london. happy new year. guy: happy new year. it is nice to see you. yes, covid strikes again. aalix is back, though. last week does not count. there was a lot of turbulence. it is nice to have you back. we will see what happens this week. it's a...
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Jan 16, 2024
01/24
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BLOOMBERG
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earnings do matter but at the same time some analysts such as morgan stanley's mike wilson is saying interest rates will be the biggest driver for equity indexes. let's look at correlation between stocks and yields. this is the correlation between the s&p 500 and the two-year yield. it has broken last year. stocks moved up and bonds moved up as well. you might think this could help to improve this correlation. bond prices moved up so much more that the correlation has rogan. -- broken. we have some single movers. restaurant brands. this is the owner of burger king. it is buying's largest franchisee. the deal is a specter to be completed this year. it is buying it for $1 billion. we had a deal in the tech space. synopsis, a chip design company is buying a software developer. in terms of earnings more broadly, this will be a relatively quiet week. next week it will be interesting. some of the biggest companies reporting the week, including visa, boeing, american airlines, as well as oil services countries like baker hughes and halliburton. guy: thank you very much indeed. comingauer co
earnings do matter but at the same time some analysts such as morgan stanley's mike wilson is saying interest rates will be the biggest driver for equity indexes. let's look at correlation between stocks and yields. this is the correlation between the s&p 500 and the two-year yield. it has broken last year. stocks moved up and bonds moved up as well. you might think this could help to improve this correlation. bond prices moved up so much more that the correlation has rogan. -- broken. we...
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Jan 4, 2024
01/24
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BLOOMBERG
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early last year morgan stanley's mike wilson, a widely followed bearish analyst, was predicting a market downturn never really materialized, but again, there were many followers of his analysis. the market did see great gains. hedge funds appeared to have been the smart money in the past year plowing cash into stocks as the market continue to soar. hyvee. haidi: bloomberg's su keenan. some of the other stories we are tracking -- for the second year in a row, global banks made more money selling bonds and underwriting green projects than they did in fossil fuel activity. they generated about $3 billion in fees last year from green deals. . by comparison, they brought in less than $2.7 from fossil fuel transactions. take a look at how we are setting up when it comes to the european trading session. not a great lead from the u.s. subsequently a bit of downside so far, in the asian session. the outlier in terms of performance this morning has been the energy sector. energy stocks, crude continues to edge higher on some of these geopolitical and supply concerns. we'll european stocks dropping
early last year morgan stanley's mike wilson, a widely followed bearish analyst, was predicting a market downturn never really materialized, but again, there were many followers of his analysis. the market did see great gains. hedge funds appeared to have been the smart money in the past year plowing cash into stocks as the market continue to soar. hyvee. haidi: bloomberg's su keenan. some of the other stories we are tracking -- for the second year in a row, global banks made more money selling...
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Jan 8, 2024
01/24
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tom: mike wilson has been cautious on the market come over at morgan stanley, that nominal growth could be the surprise, one of his more optimistic constructions of the mystery of where we are heading in at 2024. what do mid-caps and small caps do if we get legitimate animal spirit? we get legitimate nominal gdp? lori: what we have typically seen -- and i will look at it in real terms instead of phenomenal. but if you're looking at gdp above 2.6%, and 2.6 percent has been the long-term average since the 1970's, we typically see small caps outperform in that environment. when gdp is running cool, that is when gdp tends to outperform. we have got gdp forecasts sitting at about 1.3% this year come up from about 1% in november, so they are moving in the right direction. but if we want a lasting, sustainable leadership rotation away from megacap stocks to everything else, you need to see gdp expectations move up quite a bit more from where they are right now. tom: gdp has got to come up, i get that, but what do we do now? are you deploying cash to small caps and mid-caps? lori: i still like
tom: mike wilson has been cautious on the market come over at morgan stanley, that nominal growth could be the surprise, one of his more optimistic constructions of the mystery of where we are heading in at 2024. what do mid-caps and small caps do if we get legitimate animal spirit? we get legitimate nominal gdp? lori: what we have typically seen -- and i will look at it in real terms instead of phenomenal. but if you're looking at gdp above 2.6%, and 2.6 percent has been the long-term average...
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Jan 20, 2024
01/24
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aiyana stanley jones. say her. say her name say her name.dia say her name say her name you say her name. deborah danner her name say her name say her name, rickey. avoid say her name, say her name say her name you, kathryn johnston say her name and say her. say her name, albert spruill say her name and say her name say her name where. thank you so much for being with us tonight. as you take your seats, abby dobson will bring us a song, captures our for a livable future. and i will come back to the stage. our emcee dorothy runs. mame. mm hmm. mm mm mm mm. mm mm mm mm mm mm mm mm mm. mm mm mm. i wish, i knew how it would feel to be free. i wish, i could break. oh, the chains hold in. i wish i could say all the things that i should say. say him. ha ha ha ha ha ha. same for the world. he how is. i could say all love that's in my my remove. oh, was that key. ah ha ha ha ha ha ha ha ha. wish you couldn't know how feels to me that you see and agree wherever every i should be free i wish i could give oh, well i to get well how wish i could live oh g
aiyana stanley jones. say her. say her name say her name.dia say her name say her name you say her name. deborah danner her name say her name say her name, rickey. avoid say her name, say her name say her name you, kathryn johnston say her name and say her. say her name, albert spruill say her name and say her name say her name where. thank you so much for being with us tonight. as you take your seats, abby dobson will bring us a song, captures our for a livable future. and i will come back to...
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Jan 9, 2024
01/24
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CNBC
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mike wilson is turning positive. that's what it seems like.positive, what does that say? >> i'm not sure. is he really turning positive? i haven't seen the language, jim. >> i don't think he's as negative. he's talking about equity prices possibly going higher, could accelerate. i think if you've been wrong, david, and get a little more positive, what can i say? sometimes you could argue that that's, let's just say -- man, how about ill-advised. >> could be, could be. that said, he had a very good call not that long ago. as we said many times, jim -- >> you mean before the big rally? >> yes, i mean before the big rally. we've said many times it's really hard to follow a really good call where another one. >> that's true. >> these strategists, they get one thing right -- that can carry you. you get one thing right and you're good. >> mike wilson has it. >> marketing is everything. >> you never know. he might be right again. it worries you. you don't like it. it worries you. >> david, there are nfl coaches -- we haven't talked about the nfl toda
mike wilson is turning positive. that's what it seems like.positive, what does that say? >> i'm not sure. is he really turning positive? i haven't seen the language, jim. >> i don't think he's as negative. he's talking about equity prices possibly going higher, could accelerate. i think if you've been wrong, david, and get a little more positive, what can i say? sometimes you could argue that that's, let's just say -- man, how about ill-advised. >> could be, could be. that...