joe bray, manchester city reporter for the manchester evening news is at the amex stadium. asking him if guardiola was bluffing. i think they are very tired. i think if you look at last week, they had 120 minutes against real madrid and then played againstjosie in the fa cups semifinal, and we spoke to bernardo silver afterwards and he was unhappy as to why those gains were so close to each other, but for this game tonight, city have had five days to prepare so they'll refresher, but in less than three days for the game against nottingham forest, at this stage they are used to playing three games a week, but they are annoyed when they are asked to play twice in under three days. looking at the title race specifically they have two games in hand including two nights fixture, but does that mean more pressure, especially because points on the board are more valuable? if especially because points on the board are more valuable?- especially because points on the board are more valuable? if you ask pep guardiola. _ board are more valuable? if you ask pep guardiola, he _ board are

amex, the biggest winner on the dow today, up 6% or so, going into the close american express seen higherrofit that was better than expectations same with revenue, about 11% in the quarter. it was all driven by strong consumer spending, especially for younger card holders gen z and millennials accounting for 60% of new amex customers. i caught up with american express's cfo this morning, and he highlighted that demographic. he said, people under 35 were spending 70% more at restaurants in particular compared to their older counterparts travel was also a green shoot. he told me business class travel, especially strong. he said the bounceback was coming from consulting firms and tech firms that were traveling more in the past so, potential green shoot there. delinquencies did tick up marginally, but still low, around 1.3%, which is under the pre-pandemic levels, and then small business was a bit of a soft spot, mike. >> yeah. very much back to the old normal in those comments, kate. thank you very much. >>> we have 30 seconds into the close. it does appear the s&p 500 will be down for a six

but city tried to improve that last night, putting four past brighton in a routine win at the amex.hampions are most people's favourites to win the title again. it would be four in a row, something no club has ever done before. every game is a mystery. what happened _ every game is a mystery. what happened is — every game is a mystery. what happened is it _ every game is a mystery. what happened is it is _ every game is a mystery. what happened is it is still _ every game is a mystery. transit happened is it is still important every game is a mystery. wrath happened is it is still important we are there. there

but city tried to improve that last night, putting four past brighton in a routine win at the amex.hil foden scoring twice and the other goals from kevin de bruyne and julain alvarez. the reigning champions are most people's favourites to win the title again. it would be four in a row, something no club has ever done before. every game is a mystery. what happened _ every game is a mystery. what happened is — every game is a mystery. what happened is it _ every game is a mystery. what happened is it is _ every game is a mystery. what happened is it is still _ every game is a mystery. w�*ué�*ii happened is it is still important we are there. there are a lot of difficult games, when you go to play teams like nottingham, they are fighting to stay in the premier league, always it is difficult and it is tough. that is why it is recover, relax and all the energy and progression for the game and be ready. and progression for the game and be ready. meanwhile, liverpool fans are waiting to find out if arne slot will be their new manager. the dutchman — who's currently in charge of the eredivi

friends or feet around, but this will be a very difficult situation for them giving the power or the amex that exist in the middle east. yeah, so it remains to be seen which way israel goes. yeah. but the behind closed doors, you know, whatever analyst you speak to, it seems like neither around nor israel seemed to be also interested in an all out war. this looks like we're in an eye for an ice situation though with neither side wanting to be seen as weak. how big do you consider the danger of this spiraling further out of control as well? the problem here is that iran didn't want to know loud where it wanted to a drawer, the red lines, and this strike, which many sad, oh, it was a strategic failure for you. ron was actually a very smart, strategic move because without causing any destruction, it's managed to draws a tread line now for each row, each row canada for the war right now, because it's already a poor. and it depends on the support of, say, allies, most notably the united states in order to achieve its objectives in gaza. so neither of them want the war, but neither of them want

i like the technicals and i like the fundamentals. >> jason, quick on amex.eutsche says it's a good place to hide. the safest place among the card issuers. >> i like the consumer they focus on. credit quality is strong and plays well in that space. i think, for me, as i look forward and i look at the quality of the consumer and where business travel is starting to grow. i think it's my favorite. >> a good day to hear from mike santoli. every day really is, but especially today given this second inflation print. a lot of fed speak. the market is acting interesting. we'll talk to him next. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. encore energy, america's clean energy company, now in production in south texas. energizing america with reliable and affordable uranium for nuclear energy fuel from our environmentally friendly extraction process. encore energy. ever worry your whole life is spent on golf? nah. sinking putts? the only thing sinking is my sa

i mean, finance, amex, all-time high. we trimmed them. >> are you -- i almost feel like you're also suggesting that stocks that went up a lot on rate cut hopes might be in jeopardy of losing some of those gains if we're not going to get the kind of cuts we thought we were, and you'd like to get some off the table before the pullback happens. >> well, either a pullback or they underperform. they can be flat and underperform. there are other opportunities. we're going to transpose money from here to other places we think we have more upside. >> you sold completely out of o'reilly. >> we did. >> why? >> i feel terrible about this, mr. o'reilly. it's been such a good stock. we've owned this for years and may own it again. if you look at the chart of o'reilly auto, it's a fabulous chart, and nowit's an expensive stock. however you look at it, same store sales, and you think why the parts and auto repair business has been so strong. in a way, people were not able to get new cars. now they are. weren't trading in. now they are.

what do we think about amex?nk it's been on the list of those stocks in broad sectors that have been hitting new highs recently. >> one of the leading stocks that gave you the advanced knowledge that you would have the broadening out -- and this financial company is a company that has managed the balance sheet remarkably well but has also benefited from the high-end consumer, the contribution from the high-end consumer. you're seeing the revenue growth and the delivering revenue growth on a consistent basis not just in the most recent quarter. if you go back over the last three years, they're growing at 20%. so this is the type of financial company in which you're going to get revenue growth that you're not going to get in other areas of the market. i don't like the downgrade because why don't we wait and see how they're going to report in the middle of the month, see if there's a deceleration -- >> we're trying to get ahead of it. they're worried about revenue coming in worse than expected. they did say that exp

when you think about someone who's acquired the card in the last six or seven years, amex is accepted using the card for everyday purchases. in fact, those under 35 to 70% more transactions in restaurants than our other cohorts. >> a lot of people feel wait a second, it's 10% growth, how does it continue? i look at what you could do in international growth which people don't realize you still have the penetration you could get. >> right. if you look at our top five markets in international we only have 6% market share. yet, our international consumer grew 14% last quarter and small business grew 13%. small business is a market. as we continue to increase coverage, as we continue to drive value, i think international is a huge growth opportunity. >> let's talk about the new things you're giving. how do you know that's not going to cost you too much? how do you figure out what people really want and it doesn't hurt your bottom line? look, we are putting in a new lounge in newark. a gigantic 17,000 square-foot lounge. if you think about the new york area, we need a lounge in newark and w

a abby, how did it go. >> i didn't have to use your amex. night was priceless.mers and country music he willends as fans voted on categories. some fans waiting 3 plus hours to get in. we caught up with. so stars ahead of the big show. take look. >> what's up "fox & friends"? >> hey "fox & friends" it's ashley cook here. >> hey "fox & friends." >> hey "fox & friends." >> watch out i'm chase rice and having fun in austin, texas tonight. >> was it more exciting being on "fox & friends" or congressman awards. >> this is tough. maybe easier because it's no so easier in the morning i look the afternoon shows. >> ainsley: what do you think about new york city? >> it's a little claustrophobic. >> you are playing stage coach what means more to you? >> i'm doing it for america all i got say is when you follow god you are all right. in good name. i like to say glory, hallelujah, god is good. >> how do you do it? >> oh, man, by god's grace. literally by god's grace, man it. might sound old and southern but that's truth. i try to keep floating and do right. i spent a lot of

names included citigroup, amex, and gx so.ales are doing well amid higher rates. >> when you think about some of the deals that have gotten done this year, i think investment grade has done incredibly well. we have seen a huge amount of deal flow. i think so far even with rates staying elevated, we are getting deals done and good execution. i think so far, concerns on the primary market side are not there. sonali: let's bring in our credit roundtable. when you think about just the impact of higher for longer yields, how do you think this is going to start to feed into the market? >> it has been a solid year in terms of issuance so far. we are running at a pace will be in estimates. we are at $650 billion so far. tight spreads have been the name of the game in investment-grade and high-yield and demand is pushing them tighter. for obvious reasons with inflation so stubborn, we still see a reluctance for people to go further on the curve. sonali: what's interesting is how far you see the corporate market starting to slow down an

um, so the big problem is one separate amex, char, refreshing methods really tend not to be very effective. so the most important thing is getting people, especially those most vulnerable to the severe complications of tang, essentially as children, the elderly resigning an impoverished communities to get them to seek medical care in treatment for to prevent those should be a complications we heard in the re report that's interesting like this, this is not a problem that is restricted to 4 areas, but all pull people affected more. yes. certainly because of this, because of the uncollected refuse and that service breeding sites for the mosquito . the 8 is a trip to mosquito that translates dang, game. you know, we see the largest bird. it's not only a dandy but other other arbor virus or mosquito borne diseases such as the gun, she can go to you in the course community. and that's unfortunately the rule of thumb that the poorest suffering most from, from these epidemics of denby, another excuse to borne disease. okay, so how big a problem is it regarding, generally amongst the population an

to listen to uh, the chief of stuff uh the amex and the boss. now, i think the real prime minister of israel in these days, maybe since october 7th is joe biden. not the the is lady probably doesn't dress him. even many members of his own policy. i'm not sure that he is not motivated by his interest to remove from his gender, his personal problem, his trials and this up actually i read today that uh president. trump is using the conflict between israel and the other 2, the more the american agenda from his trial, some of his own problems. so there are some similarities between now and drugs and maybe drama. the nothing else is what by doing whole bringing it in november. there will be someone else has a white house that he can uh convey is to uh, attack a wrong writing. he tried several times as you mentioned, james, and perhaps the release that uh, from the well, uh what they did before. well, the most anxious lindy roberts would none of us are able to right now. know exactly what's going on in israel because none of us are in those will cabine

how it enables us a visual amex h a. now how it piles ukraine high with arms. that is something seen by many, including the global side as being the problem. solid even ski, reporting for all the info grades. so it'd be a exactly a quarter of a century ago. nato forces began bombing bell great for 78 days and nights to discover what that was like for the people who survive to stay with our t as we continue our special coverage in the coming days. the . this stay with our to international have next. my colleague, shay bowes, with his to on the top news in law school meals by the hey, everybody. welcome back to the most cool news on shay bows. and as usual, we're going to be lifting the lid on some of the stories that the main stream media would rather were left exactly where they are in the dark and talking to the darkness, the big apple, that central beautiful multiculturalism isn't a bit of trouble. it's actually the rotten apple and the mirror of new york has decided much like sleepy jody last week that the new york is the center of every city in the world. b

students remain determined to get the message across amex thomas elder, 0 sidney. please in germany have told pro palestinian protest has come to the side of the parliament to leave demonstrations showed support for palestine have set up dozens of turns. and berlin for nearly 3 weeks for you sir. the goods violated restrictions put on the account. we are here since already more than 2 weeks. we gather together in order to remind this boon to start the german volume in parliament and the german government that they are completed with an ongoing genocide. they want us to not have the freedom to congregate. they want us to not have the privilege to have an opinion they want to to not have the freedom of speech. and they want to not have the freedom to protest against the dentist type of our government and german taxpayer money is currently funding. so what on the grinding jobs are the botanist. any in house ministry reports that is there any forces have killed 51 people in the past 24 hours that i call those things donnie is not alive, forms off in the soft talk. just

correspondence saying a whole the she's joining us life and they rose and dana iran saying that a conseula amex was attacked by 5 to jets. what are you learning about this incident? of the well, no doubt, this is a major escalation and regional pensions. both syria and iran are accusing as well of targeting the around in consulate in the hearts of the syrian capital, damascus. the pictures the videos emerging from damascus show a building completely flattened. this is a diploma and diplomatic missions that should be safe. they should be immune according to international law. so this is really a can to targeting a country on another countries soil. now the running an investor to syria says that he was next to the adjacent building and promising that the rod is going to respond in his words, the response will be swift and harsh other iranian officials on twitter are saying that quote, design is redeem entered a new phase in this war, by attacking an embassy, and that no is really embassy, will be safe. so this no doubt is a significant attack. israel has been targeting iranian and the random link

mastercard is another great example, visa reported last night and amex last week, the consumer is continuing to spend. the mastercard of the world are happy. you don't have to check it was a winner or loser. mastercard is a real winner in that example. >> why are some consumer product companies or consumer oriented companies, nike, ulta, pepsi, why re they struggling with organic growth while others are doing well? what is the difference or the distinction? >> a backlash against those companies that raised prices aggressively over the last couple of years. constellation brands is a great example, much more muted in raising prices and some 8% depression growth versus procter & gamble or pepsi, flat. the repercussions of the price increases over the last couple of years is coming home to roost. >> consumers are increasingly looking for good value and where they see that value eroding, they are not buying? >> there is a pocketbook issue around affordability. when you have to make those hard decisions, now is the time. a couple years ago, when you had pent-up savings, that was not as big of an i

amex is afifirming its full yea revenue, the stock is up .7%. >>> procter & gamble's be third quarterults just crossing the wire, topg esping estimates 1.41 slight miss. procter said its growth was driven by volume in the march quarter. the company raising its full year eps growth guidance here with us now to break down that report, jon moeller, president and ceo of p&g stock, by the way, relatively flat on the back of that news, jon. but speak to it in terms of what you're seeing more broadly in the economy and what this last quarter says and maybe what you're starting to see coming up next in terms of the strength of the consumer >> well, on a global basis, there continues to be as you're very familiar with a lot of volatility, a lot of divisiveness, a lot of tension but the execution of the strategy by the team is overcoming all of that so you mentioned -- you referenced sales growth in the quarter, 3%, 8 of 10 categories growing. we built volume share. we built value share earnings per share growth, 18% on constant currency basis, and we just increased our dividend by 7%, making i

arsenal will have played twice in the league before city go to the amex, so could be back on top by thenaturday and host chelsea next tuesday. they'll hope that sets them up for trips to tottenham in the north london derby and then to manchester united. liverpool also have the merseyside derby left to play, that comes in a run of three straight away games. tottenham you can see, may be the king makers, they still have to face all three of these sides in the last weeks of the season. all three for now are still in european competitions but liverpool will need all their reserves to overturn a 3—0 deficit against atalanta in that second leg on thursday. they may hope city and arsenal use up their energy in the champions league. if they win their ties on wednesday, they'll face each other in the semis. there's a match in the premier league this evening, chelsea facing everton at stamford bridge, let's have a look at some of the days other footbal stories, starting with everton. they've confirmed that they will appeal against their 2 point deduction for breaching the premier league's spending

amex is crushing it.ear revenue to grow 11% as it revamps its cards with delta airlines which is their largest co-brand partner. you can follow the latest company buzz ontrem go on your bloomberg terminal. big tech continues to downside workspace. we had the jones lang ceo market advisor and joins us next. this is bloomberg. ♪ wealth-changing question -- are you keeping as much of your investment gains as possible? high taxes can erode returns quickly, so you need a tax-optimized portfolio. at creative planning, our money managers and specialists work together to make sure your portfolio and wealth are managed in a tax-efficient manner. it's what you keep that really matters. why not give your wealth a second look? book your free meeting today at creativeplanning.com. creative planning -- a richer way to wealth. katie: the marshall really market has been under pressure -- the real estate market has been under pressure because of higher rates. abigail: with commercial real estate, look at some of these. up

. >> another stock that's been around a high is amex, right, amy? a week from today. >> we own it.e quarter, but i think it's really well positioned with high-end users and travel. >> all right. we are going to take another break. we'll have more on the sell-off. the s&p is down by more than 70 points. the dow is down by 450. >>> all right. welcome back. in light of the sell-off, we want to continue to discuss this market day, because it's shaping up to be a difficult one. weiss, as we said, just to recap, gold up, oil up, dollar up, bonds up, stocks down and anxiety rising. >> actually today you're seeing the yield, which is surprising, amy and i were talking about this, the yield have come down on bonds today. you would expect that -- i mean, they went down, but you would expect that the reasons that are driving this that there would be a flight to safety. not seeing it. >> well, you are seeing it. >> i'm sorry you are. i'm looking right here, i'm thinking of something else. >> what are you looking at, the masters? >> i'm looking at the market and the stocks that were green are n

for some perspective, western union is working toward 2% revenue growth and earnings next year for amex figure what you like more. they reported a nice quarter over the long haul. visa and mastercard have been just better. those also have plenty of cross border vibes. western union is it a turnaround story, absolutely. can it go higher from its current depressed level? i think so. in the end i think you can do better with visa or mastercard are most certainly american express. let's go to joe in georgia. >> booyah, cramer. longtime listener first time color. >> fantastic . how are you doing. >> i have a question about mastercard. i'm a little apprehensive that buying at these levels. should i buy now or wait? >> i saw them the other day here ringing the bell. i think it is terrific. i think you should buy some and then wait and get some lower. i think western union is a turnaround story in the making that you can make money with. i think you can go better in the payment space. sometimes there are companies that can by his son. i think i'm breaking down that quarter. i will reveal what s

we'll hit the trades on two big stocks we talked amex earlier intuitive surgical "halftime" halfway is back in two minutes >> announcer: are you following "the halftime report" podcast? what are you waiting for look for us in your favorite podcasting app follow "the halftime" podcast now. boring. think about it. boring is the unsung catalyst for bold. what straps bold to a rocket and hurtles it into space? boring does. great job astro-persons. over. boring is the jumping off point for all the un-boring things we do. boring makes vacations happen, early retirements possible, and startups start up. because it's smart, dependable, and steady. all words you want from your bank. taking chances is for skateboarding... and gas station sushi. not banking. that's why pnc bank strives to be boring with your money. the pragmatic, calculated kind of boring. moving to boca? boooring. that was a dolphin, right? it's simple really, for nearly 160 years, pnc bank has had one goal: to be brilliantly boring with your money so you can be happily fulfilled with your life... which is pretty un-boring if yo

. >> amex, jenny, upgraded, getting off the sidelines, price target is 245. >> i think it's funny becausewe would be a buyer. it sold off 2%. i like their point which is you should be a buyer. you don't need it to sell off 2% to be a buyer. it has the best credit quality in the industry, earnings growth ahead of 14, 15, 17% the next three years. a little expensive at 16 times earnings. but this goes to your point earlier, jimmy, saying what do you like, you like things it's okay if it trades 16 times if it has mid growth. their delinquencies are 1.9% versus discover's. it's a really great company with great earnings growth. >> weiss, give me 20 seconds on vertiv. 96 the target. >> thisis a valuation i never thought we'd see. look, i've not been a seller. it's still a unique public asset in terms of very, very focused on the data centers as a standalone play. it should keep focused if it does keep going. >>> let's get the headlines from fed governor michelle bowman. >> speaking in manhattan, baseline outlook is for inflation to continue lower and for rate cuts but she is talking about subs

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, carry, many more were at the space coast, it almost seemed like every other day there's a launch amexhat you make of it? >> it isn't busy. the space industry has been really exploding mx space x. specific has been launching just a ton of rockets. a lot of them off -- they got a lot of thousands of satellite so that means there's a lot of launches happening in magnets and a few other companies. blue origin, rocket labs. there's a lot. but it's a great time for the american space industry. america has been really been dominating used to be a russian dominated industry about five years ago. it's been good news for that -- and elon musk and on. but i was noticing when you add china and what it's doing on the moon and setting up the space station on the moon, spend a lot of time on the far side of the moon, but we don't get many details about that. i don't mean to use this the other chance to raise eyebrows and worries but it's al qaeda not participating in all the fun and some are worried about that. >> is unfortunate i think it would be great to have all the countries of the world cooper

the amex presale for billie eilish's new tour starts today. she announced the tour yesterday.to her new album hit me hard and soft, which is set to release may 17th. there are only two bay area dates, december 10th and the 11th, both at the sap center in san jose. so if you want to grab those tickets, presale starts at noon and the general public can get tickets. that is starting on friday. >> i'm sure that'll sell out. >> and in grand tradition, yeah, tuesday to wednesday. >> i know they always do it to us every time. every time they do. and you know what? speaking of concerts, i have to give it to reggie. we were talking last week. beyonce did not perform at stagecoach. i was rooting for it. yeah i would think i was hoping for it, but it didn't happen. you were right. i give it to you. thank you. >> i don't know that i deserve it, but i'll take it. >> yeah. >> willie nelson was on stage. willie nelson was there. >> yeah. >> we gave every willie was there, right? yeah. jones to willie jones. he's also we learned yesterday. yeah. it was also on the cowboy carter album. >> we w

high rates have been almost good for that portion of the consumer, a la, amex, some of these names continuingright. >> how do we then think about the market and where that plays out? i think where you just say not all companies are created equal, if that is the macro theme. we're not completely in control of which way the data goes how do we think about you know, making changes in the underbelly of our portfolio. charles: have you begun to make changes to that? >> yeah. charles: what are you doing? >> i think there are some interesting trends in the way consumers are spending. we got a good look-through after bank ceos after earnings. what we continue to hear that the consumer is doing well. we heard consistently that they're spending money differently again. this is not a new theme. it continues, how do you think about travel? one of my favorite travel flays of late is actually starbucks, a name that the street hates right now but when we think about that concentration of wealth, the consumer that is out doing luxury travel globally, they might not know how to order espresso in espresso bar

students remain determined to get the message across amex thomas elder, 0. sidney was known just students to be getting involved. protest has come to inside. germany's pa them into being told by police. they need to leave demonstrate to the show support palestine of setup and dozens of 10 south side the bonus tag. please say the group has been repeating the violation restrictions put on the camp, which has been there for nearly 3 weeks now. we and peacock sent this update from bell in on the police that stand there about an hour ago that savage having problems i've been told to leave and come pick up the past 2 weeks. i need to need about 4 to tens people protested against one published on saying by time to book jeremy themselves. but the thing to pull the germans both of israel. what's happened now is there's another place that's across the road. these people have been told by police, i need to leave the angry about a police station. denver come the police a thing i pass the kabc flats even though it says any signs of moving william pico algebra fell in. the belgian summons yesterday on

i mean, this was a direct hit using several messages from and is really fine to jet on an, a, an amex of a diplomatic mission that happened off to the ronnie. and i'm foster that had left the building. this was a precision strike using all of his really intelligence. it cannot be dismissed as a mistake. so i'm not missing, it is a mistake when, if i said that, i'm sorry. i was really obviously it. we have to determine, 1st of all, under the geneva convention different wireless bits of america establishment. but let's assume it was, that's a mistake from the standpoint of american, uh, protection of diplomatic, you know, facilities. and that's something that will be of concern to us. and in terms of is really so this deliberately, as they are structured, rather targets, they see the revolutionary gods as a target throughout the region as to the revolutionary gods, just written targets for the region. how well the us manifest best concern about israel as actions or the us and do anything. we have big, big issues with the next phase of the fighting in gaza. and ross are we are big, big i

. >> coming off the all time highs for amex yesterday thank you. >>> tracking biotech and health careck of key earnings this morning hey, bertha. >> it was a mixed quarter for biogen, shares are higher with a big beat on the bottom line of cost cutting, $3.67 per share versus $3.45 what analysts were looking at 2.9 billion in revenues. the surprise was a big jump in sales of the company's alzheimer's drug at $19 million for the quarter compared to 10 million for all of last year with the number of patients on the drug more than doubling, according to management. that's something to keep an eye on boston scientific beating on the top and bottom line and the medical device maker is boosting full year guidance, the performance driven by the company's cardiovascular unit reporting $2.5 billion in sales, insurers have talked a lot about more demand for procedures among seniors, and humana said it saw more inpatient care in the quarter but medical costs appeared to have stabilized. and medical costs at 88.9% of premiums was right in line with estimates though that could change because of th

american express mentioned weakness in small and medium-sized businesses >> we have a sound bite from the amexhen they were talking about sort of still strong environment on spending, but some softness. have a listen. >> spending by u.s. card member continues to be soft but new acquisitions, retention and small business credit products continue to be strong. >> the small businesses. we also heard from john mueller, ceo of p&g on "squawk box" earlier, he was saying that in the u.s. and europe in particular, they really see strong consumption, and he was asked about trade downs, whether people were trading down to more generic brands instead of the premium p&g higher price brands. listen. >> one of the metrics that we look at to assess trade down is the progress of private label shares they're up modestly in the u.s they're flat in europe in both cases we're growing share and volume ahead of that why is that? i'm certainly not denying the reality that others might see, but we've concentrated our portfolio and daily use categories where performance drives brand choice. >> i just got off the phone

amex, visa, mastercard strong. some of the banks are up, not all of them.p is strong. industrial, every day i put up at the nyse, general electric and eaton and parker hannifin, caterpillar global demand has been strong and materials. freeport. look at the laggards. the s&p up 8 or 9% for the year. technology is lagging. apple is down, intel is down, cisco is down, nvidia is up. it's bifurcated. health care has been a disappointment and i think that's because, you know, united, humana the hmos are down on higher utilization rates and pricing on medicare. consumer staples haven't been doing too much as well. consumer discretionary is doing well. the builders and hotels are up. amazon has had a great year. it's up 20%. tesla down 30% and that just weighs that down rather dramatically. you see real estate down there and that's continuing to have trouble, particularly in the commercial end of things. it's the energy etfs i want to point out. this is under owned space. people don't love energy, never have, since they got blown out years ago. the moves here, the

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they go splashing a black amex around which they really shouldn't be using, and just go, oh, and theyrazy night. and that said, if you saw there again, i don't need things to be enormous. i don't need big ideas . i don't need big, crazy sets. it'5 . i don't need big, crazy sets. it's just two piles of luggage and then the way that it's done, one huge case can actually be used as a hotel bed. they open other ones and their fridges , or other ones and their fridges, or it turns into a chinese restaurant in chinatown , and restaurant in chinatown, and they just bring down a little bit of light or a street light somewhere else. lovely joy, joy, joy, joy, joy somewhere else. lovely joy, joy, joy, joy, joy criterion. that's on the criterion . and it's on on the criterion. and it's on now until the end of august, so please catch that. >> now you want to talk a lot about dance today, don't you? starting with the sleeping beauty. >> so there's lots swirling around. i think we've got some beautiful pictures of this one. so this is the sleeping beauty. it'5 so this is the sleeping beauty. it's t

the amex to go top of the premier this of the premier league this afternoon.united at old trafford. also have trafford. we'll also have updates from the japanese grand prix storm. >> kathleen continues to bring some very strong winds and some blustery showers through today. join me later the full join me later for the full forecast with all the details. >> morning to you . >> morning to you. >> morning to you. >> i'm stephen dixon and i'm ellie costello and this is breakfast on . gb news. breakfast on. gb news. >> i can't help but laugh. i've had some technological issues. you think i've not been able to log on to our system, which is how we produce all the news and look at the scripts and all that sort of thing. >> which can i just say yes. shows what a professional you are. >> oh, give over. >> oh, give over. >> he hasn't had a laptop. he hasn't to system hasn't had access to the system for days. you've for several days. and you've managed if managed to do the show. now, if i this in front of managed to do the show. now, if i i this in front of managed to do