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Jan 9, 2023
01/23
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>> you know, seema, good morning. last year, the market had to deal with the fed increase and now it is the economy's turn this year is rocky in the back half particularly of this year basically what will happen as the rate hikes start to take hold, you will see some of the problems that come along with it like job cuts. you are starting to see the beginning of those start now in tech it seems that is feeding in financials with goldman sachs. as we move through the first quarter, you will see that permeate into other industries that will be probably the beginning of the end of the growth cycle for the part of the economy. we will see that happen. i don't think the market is going to have as difficult a time this year as last year because it probably will mean that rate hikes will, you know, go away. i don't know if it will be a pivot very soon, but a signal that the fed will back off rates closer to the march or april timeframe. that is what i'm expecting that will really help markets calm down. once markets get an id
>> you know, seema, good morning. last year, the market had to deal with the fed increase and now it is the economy's turn this year is rocky in the back half particularly of this year basically what will happen as the rate hikes start to take hold, you will see some of the problems that come along with it like job cuts. you are starting to see the beginning of those start now in tech it seems that is feeding in financials with goldman sachs. as we move through the first quarter, you will...
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Jan 23, 2023
01/23
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seema: i think there is a potential.eason is, the next five years, there is a general expectation we are not going back to zero interest rates. general expectation is interest rate doesn't go below the 2% level on average. from then, you think what part of equity stocks can outperform? growth or value? from that perspective, it is a tie for value the next five to 10 years. and which region has a greater demand is europe. that is one area which could suggest this is more sustained and a paradigm shift. the big drawback for me, this is where i stop to hesitate. you were just discussing it before. europe is a slow mover. any regulation changes, novel ideas, it takes a long time. i think that will work against europe over the next couple of years. whereas for a long time investor, you want to have a long-term view. i think europe is almost a take it quarter by quarter at this stage. alix: for the medium-term view, what is the base -- s place to put? is it e.m.? if the u.s. does roll over, at some point it will take everyone
seema: i think there is a potential.eason is, the next five years, there is a general expectation we are not going back to zero interest rates. general expectation is interest rate doesn't go below the 2% level on average. from then, you think what part of equity stocks can outperform? growth or value? from that perspective, it is a tie for value the next five to 10 years. and which region has a greater demand is europe. that is one area which could suggest this is more sustained and a paradigm...
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Jan 24, 2023
01/23
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mike santoli here to break down the crucial moments of the trading day, plus seema and nathan are herel kick it off with the broad market nasdaq is getting hit the hardest, mike, down 0.6%. looked like a mild selloff it's now worsening here into the close but this is the first down day in the last three. other cross currents, gold hitting its highest price since april. what's the narrative today >> well, yeah, i've been saying with the nasdaq underperformance, it's just some cold feet ahead of microsoft's numbers, i think that stock, in particular, is down about 80 basis points and sort of weakened in the last hour or so so, kind of just noise after the run that we have had s&p is kind of hovering here we're up 15% off the intraday october low. so, i think the gold outperformance is interesting, and it works slightly in contrast with some of the other risk-seeking action you're seeing in very small stocks and other things but you know, rates are down huge the dollar has come off very hard, and this sort of global reflationary theme that maybe is coming around with the china reopening,
mike santoli here to break down the crucial moments of the trading day, plus seema and nathan are herel kick it off with the broad market nasdaq is getting hit the hardest, mike, down 0.6%. looked like a mild selloff it's now worsening here into the close but this is the first down day in the last three. other cross currents, gold hitting its highest price since april. what's the narrative today >> well, yeah, i've been saying with the nasdaq underperformance, it's just some cold feet...
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Jan 20, 2023
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and seema, 2 billion trips sounds like a lot for a company relatively early in its reopening.s it seem to be tracking relative to let's say the last normal lunar new year >> well, we were talking about 1.4 billion people, mike, who essentially have not been able to travel for nearly three years now being given the green light, and it's coming at a time when the lunar new year kicks off, which is widely seen as sort largely seen as the largest, it is a big test for the country. right now from the travel companies we've been speaking to including expedia, they're seeing a double-digit percentage rise in travel searches from china to the united states as well as from the united states to china, so the increase we were seeing is very different than what we've seen in other china lunar new year forecasts just given the extreme lockdowns we saw over the last three years. i was also talking to james lou at clearnomics, what kind of supply chain disruptions could we see as a result of this reopening if it's worse than expected do we see factories shut down? there are a lot of moving p
and seema, 2 billion trips sounds like a lot for a company relatively early in its reopening.s it seem to be tracking relative to let's say the last normal lunar new year >> well, we were talking about 1.4 billion people, mike, who essentially have not been able to travel for nearly three years now being given the green light, and it's coming at a time when the lunar new year kicks off, which is widely seen as sort largely seen as the largest, it is a big test for the country. right now...
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Jan 25, 2023
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and those are more prevalent outside the u.s. >> seema, i am truly a little surprised by all of these developments >> what's doing even better than europe, kelly, is emerging marketing up 10% this year $13 billion in inflows and surpassing all records that we've seen really, if you take a step back, the emerging market trade was dead for ten years it did nothing and suddenly, you're seeing this sharp, sharp turn in sentiment part of it has to do with more wall street strategists expecting international equities to outperform the u.s., as jeff was alluding to. but then you have these other drivers like the china reopening, being emboldened by new numbers that we've seen, which would suggest that the chinese are now visiting macao more you're starting to see that activity pick up on the ground and valuations, too, even when you look at because emerging markets are so depressed for so many years, even the big spike that we've seen this year, still trading at 12 times earnings, still cheaper than the s&p 500 and the nasdaq >> is this like a last hurrah moment, though, jeff again, i don't
and those are more prevalent outside the u.s. >> seema, i am truly a little surprised by all of these developments >> what's doing even better than europe, kelly, is emerging marketing up 10% this year $13 billion in inflows and surpassing all records that we've seen really, if you take a step back, the emerging market trade was dead for ten years it did nothing and suddenly, you're seeing this sharp, sharp turn in sentiment part of it has to do with more wall street strategists...
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Jan 30, 2023
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seema mody, thank you. >>> still ahead, tesla shares have surged almost 40% in january. one technician who called the run back in december says hit the brakes >>> tesla is one of the worst performers in the nasdaq 100 today. jd.com is stggng ao.rulils only a fifth of the names in the green right now. we're back after this.ime she ♪ ♪ ms. hogan's class? yeah, it's atlantis. nice. i don't think they had camels in atlantis. really? today she's a teammate at truist, the bank that starts with care when you start with care, you get a different kind of bank. we planned well for retirement, but i wish we had more cash. you think those two have any idea? that they can sell their life insurance policy for cash? so they're basically sitting on a goldmine? i don't think they have a clue. that's crazy! well, not everyone knows coventry's helped thousands of people sell their policies for cash. even term policies. i can't believe they're just sitting up there! sitting on all this cash. if you own a life insurance policy of $100,000 or more, you can sell all or part of it to coventry.
seema mody, thank you. >>> still ahead, tesla shares have surged almost 40% in january. one technician who called the run back in december says hit the brakes >>> tesla is one of the worst performers in the nasdaq 100 today. jd.com is stggng ao.rulils only a fifth of the names in the green right now. we're back after this.ime she ♪ ♪ ms. hogan's class? yeah, it's atlantis. nice. i don't think they had camels in atlantis. really? today she's a teammate at truist, the bank...
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Jan 30, 2023
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month for chinese equities as big money continues to favor international stocks over domestic our seema mody has more on the pivot. >> we've been tracking these gains, jon, day by day really an explosive start to the year, names like alibaba and baidu up 20% since january both of these stocks are up 80% to 90% from their respective lows hit late last year. that's, of course, pushing valuations hitting higher for funds like emqq, now trading 18 times earnings versus the broader emerging market at 12.5 times earnings other chinese etfs that don't have as big of a tech weighting. julian emanuel at evercore isi says the reason he expects chinese adrs to outperform is divergence story between chinese and u.s. names while u.s. is expected to see profit market squeezed china is still expected to experience eps expansion in 2023. morgan stanley's $14 billion emerging market fund deputy head of macro says nothing goes up in the straight line. the fundamental in china are aligned as long as the government continues to provide ample support. goldman has been tracking the reopening over the last tw
month for chinese equities as big money continues to favor international stocks over domestic our seema mody has more on the pivot. >> we've been tracking these gains, jon, day by day really an explosive start to the year, names like alibaba and baidu up 20% since january both of these stocks are up 80% to 90% from their respective lows hit late last year. that's, of course, pushing valuations hitting higher for funds like emqq, now trading 18 times earnings versus the broader emerging...
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Jan 3, 2023
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investments in robotics, ai and drugs and it would appear to be paying off the stock a big winner seemaus with the highlights >> one piece of news here from my interview with the ceo, he's in the final stages of picking a satellite partner to broaden deere's digital football of farms. the goal is essentially give farmers a more accurate read of what's happening across their land, find out which parts are more productive yielding a crop or experiencing issues >> we look at the burgeoning efforts that are happening and low ether urbt satellites are an example as a way potentially for us to start to solve those connectivity issues and make kefbtativity truly global for john deere customers >> with farmer profits at record levels, john deere has no plans to slow down its investment in technology he says the budget for 2023 will be, quote, consistent with last year expect an announcement from deere on clean energy, running more of their equipment. and that's partly why the buy side is bullish on john deere. vastly outperforming its industrial peers a long-term investor, his portfolio manager
investments in robotics, ai and drugs and it would appear to be paying off the stock a big winner seemaus with the highlights >> one piece of news here from my interview with the ceo, he's in the final stages of picking a satellite partner to broaden deere's digital football of farms. the goal is essentially give farmers a more accurate read of what's happening across their land, find out which parts are more productive yielding a crop or experiencing issues >> we look at the...
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Jan 11, 2023
01/23
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seema moody joins us for more.travel trade which has bounced back to start the year i think also confounding a lot of expectations. >> that's right. we initially saw airline stocks fall today after the faa outage grounded u.s. flights but names like united arlsz staging a comeback, up over 4% separately we did see barclays raising its price target on the stock. more optimism about the return of international travel. then draw your attention to expedia. now up about 13% in the first two weeks of the year. oppenheimer pointing to margins improving as more people travel and they're bullish on expedia's cfo who came over from williams-sonoma. on the china reopening, expedia, air searches for travel from china to the united states, increased by roughly 40% compared to the week prior to the announcement that quarantine was ending that's been a positive catalyst for the broader industry will we get the recovery that so many are anticipating? >> yeah. absolutely thank you very much. chinese stocks doing well today also som
seema moody joins us for more.travel trade which has bounced back to start the year i think also confounding a lot of expectations. >> that's right. we initially saw airline stocks fall today after the faa outage grounded u.s. flights but names like united arlsz staging a comeback, up over 4% separately we did see barclays raising its price target on the stock. more optimism about the return of international travel. then draw your attention to expedia. now up about 13% in the first two...
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Jan 25, 2023
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i'm seema mody here's your news update at this hour federal prosecutors started a civil rights probethe death of nichols the investigation may take time. nichols died three days after a violent arrest by memphis police all five officers have been fired for using excessive force and failing to intervene. >>> nearly two dozen top state prosecutors are urging congress to allow state prisons to jam cell phones that are smuggled into prisoners the phones are often used to plot violence and carry out crimes the prosecutors are all republicans, but they say they plan to get democratic support for what they say is a bipartisan issue >>> and in ft. worth, texas, a medical team has successfully separated a pair of conjoined twins. the 16-week-old girls were connected from the breastbone to their belly button and shared a liver. dozens of surgeons and specialists were involved in the surgery which took 11 hours to complete doctors say the girls' recovery will take time, but their outlook is good. glad to hear it. kelly. >> absolutely. seema, thank you. >>> ahead on "power lunch," we'll continue
i'm seema mody here's your news update at this hour federal prosecutors started a civil rights probethe death of nichols the investigation may take time. nichols died three days after a violent arrest by memphis police all five officers have been fired for using excessive force and failing to intervene. >>> nearly two dozen top state prosecutors are urging congress to allow state prisons to jam cell phones that are smuggled into prisoners the phones are often used to plot violence and...
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Jan 27, 2023
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. >> let's get to seema mody for the cnbc news update. >> here is what is happening at this hour.ng a look at the brutal attack on the husband of former house speaker nancy pelosi last october. some viewers will find these images disturbing. this is body cam video released today showing the struggle for the hammer that suspect david de pop used to strike pelosi in the head. >>> in jersusalem, a gunman opened fire near a synagogue the gunman was shot and killed police are describing it as a terrorist attack the shooting comes days after the deadliest israeli raid in the west bank in two decades. >>> and not a great week for one of the richest men in the world. indian conglomerate adanny group has lost some $50 billion in market cap following fraud from short seller hindenburg research it accelerated after activist ben acman tweeted that he backed the report on adanny calling it credible and extremely well researched and coy tell you, this is getting a lot of attention back in india. >> seema mody. we appreciate it. >>> ahead on "pouter lunch", retails are still struggles with compa
. >> let's get to seema mody for the cnbc news update. >> here is what is happening at this hour.ng a look at the brutal attack on the husband of former house speaker nancy pelosi last october. some viewers will find these images disturbing. this is body cam video released today showing the struggle for the hammer that suspect david de pop used to strike pelosi in the head. >>> in jersusalem, a gunman opened fire near a synagogue the gunman was shot and killed police are...
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Jan 25, 2023
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. >>> seema mody joins us with our money minute. >> let's start with tiktok. republican senator josh hawley says he will introduce a bill to ban the chinese-owned video app in the united states because it threatens the privacy of children and their mental health. the university of wisconsin is the latest big educational institution to ban tiktok on school-owned devices. tiktok says the fears are not justified. >>> also, "the wall street journal" reports the justice department is investigating goodyear over a tire recall linked to eight deaths. the company says it has cooperated with auto safety regulators and argues the tires do not have a safety defect. aaron, back to you. >> all right. >> seema mody, thank you. >>> coming up, why a fight is expected over what evidence can be presented in the murder trial of a i have moderate to severe crohn's disease. now, there's skyrizi. ♪ things are looking up ♪ ♪ i've got symptom relief ♪ ♪ control of my crohn's means everything to me. ♪ ♪ ♪ control is everything to me. ♪ feel significant symptom relief with skyrizi, inc
. >>> seema mody joins us with our money minute. >> let's start with tiktok. republican senator josh hawley says he will introduce a bill to ban the chinese-owned video app in the united states because it threatens the privacy of children and their mental health. the university of wisconsin is the latest big educational institution to ban tiktok on school-owned devices. tiktok says the fears are not justified. >>> also, "the wall street journal" reports the...
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Jan 29, 2023
01/23
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a job opportunity will come seema, thank you to the colleagues of mr. samari, baba, let's talk about the number of the doctor of all government employment, and what plans he has and in summary , where is hossein's plan, how many percent of this operational plan does it seem that there are four issues based on these four as for the main problem that we had in the government, we have made policies, one is the high unemployment rate of graduates, the lack of coordination between the universities, the creation of employment in the country except for the essential ones , that is, the devices, each in an island form , until it arrived and now with coordination , it has increased a lot. another of our problems in the labor market the lack of registration information, the basis of registration information, the difference in the statistics that the statistics center collects, which we cannot analyze individually, for example, if the statistics center announces that 535,000 job opportunities have been created , you do not know where these job opportunities are. w
a job opportunity will come seema, thank you to the colleagues of mr. samari, baba, let's talk about the number of the doctor of all government employment, and what plans he has and in summary , where is hossein's plan, how many percent of this operational plan does it seem that there are four issues based on these four as for the main problem that we had in the government, we have made policies, one is the high unemployment rate of graduates, the lack of coordination between the universities,...
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Jan 30, 2023
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stocks in 2023 our seema moody has more on that hi, seema. >> it's an under owned and under loved assetfor morgan stanley's $14 billion emerging market fund told cnbc with the 10% gain we've already seen in the emerging markets complex this year. it follows comments from jeremy siegel. >> has the worm turned so that finally we might have out performance of global stocks relative to the u.s. that very well could be in the cards for 2023. >> now, if we look at valuations just across the world, europe right now is trading at a discount to markets in asia, 14 times earnings, versus china and japan, trading at 15 times earnings india, the most expensive market to buy in asia, 25 times earnings, though india has cooled off in the past week following short seller hindenburg taking aim at adani, and its seven companies accusing him of price manipulation. bill ackman weighing in. i asked morgan stanley about all of this and said it's more of a short-term risk for the country. she remains bullish long term on india, the political backdrop remaining stable and the effect helping the country as wel
stocks in 2023 our seema moody has more on that hi, seema. >> it's an under owned and under loved assetfor morgan stanley's $14 billion emerging market fund told cnbc with the 10% gain we've already seen in the emerging markets complex this year. it follows comments from jeremy siegel. >> has the worm turned so that finally we might have out performance of global stocks relative to the u.s. that very well could be in the cards for 2023. >> now, if we look at valuations just...
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Jan 7, 2023
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. >> reporter: days later, her contact from tiktok the seema verma fake account. >> is is that we have ceased your loved ones ashes and portrait. that is illegal. you're going to need to pay $3766 to get them back. that is when i knew i had been scammed. turn to cronin has refused to pay the ransom, but the scammers have been relentless, calling and texting her repeatedly demanding payment, trolling her on tiktok and threatening to destroy the ashes if she does not comply. >> the lowest of the low. >> she posted a video to tiktok, warning others of the scam. fearing for her safety, she contacted police. she also has tried the fbi and local georgia police to report the crime. now, all that she has left are some remaining ashes in an urn over her mantle and inside her necklace. >> some people say, well, he is not the ashes, he is all around you. i know that. but you know what? i was entrusted with those ashes , and i didn't want them desecrated. that is desecration of human remains. that is kidnapping of human remains. it is extortion. and that is what kills me. >> reporter: the police d
. >> reporter: days later, her contact from tiktok the seema verma fake account. >> is is that we have ceased your loved ones ashes and portrait. that is illegal. you're going to need to pay $3766 to get them back. that is when i knew i had been scammed. turn to cronin has refused to pay the ransom, but the scammers have been relentless, calling and texting her repeatedly demanding payment, trolling her on tiktok and threatening to destroy the ashes if she does not comply. >>...
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Jan 30, 2023
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seema mody is watching caterpillar, especially with all these questions about the reopening. >> will there be a stronger demand for tractors and excavators wall street will want an update on its mining business the company is continuing to invest in autonomous trucks that go down into the earth denise johnson telling cnbc that the rebound in commodities will strengthen demand in equipment and caterpillar repurchased about 23% of its outstanding stock for 21 billion over the last ten years that's more than any industrial. we're wanting to see if that continues. >>> busy week ahead for the markets. some key earnings reports to watch. in addition to apple, amazon and google our next guest has a few others she's watching here is stephanie link from hightower advisers she's a cnbc contributor let's start with caterpillar what are you looking for here in that company's shares? >> good to see you this is a huge week for earnings and economic data. caterpillar is one that i own. what we doe no that backlogs are high inventory is low equipment is worn out and nonresidential spending is down 1
seema mody is watching caterpillar, especially with all these questions about the reopening. >> will there be a stronger demand for tractors and excavators wall street will want an update on its mining business the company is continuing to invest in autonomous trucks that go down into the earth denise johnson telling cnbc that the rebound in commodities will strengthen demand in equipment and caterpillar repurchased about 23% of its outstanding stock for 21 billion over the last ten years...
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Jan 10, 2023
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we have seema shah and emily roland with us this morning. good morning to you.ear from jay powell this morning are you expecting to glean anything from that, seema? >> no, nothing what we have seen in the last couple days is all of the speakers are speaking in one clear voice. if we hear anything, it is powell pushing back on the idea that the market data is enough to stop us from taking risks further and reemphasis that rate cuts are not on the agenda at this stage. >> emily, do you think he is more aggressive or less aggressive the market seems to think he will slow down and what i don't know is part of the strategy is to make people think he is not going to slow down if he says anything that is marginally aggressive, does the market pull back >> the market will continue to hear from fed officials is that they are committed to fighting looser financial conditions. they are losing that fight right now. maybe not as badly as the georgia bulldogs won last night. you look at financial assets and they are pricing in no probability of recession right now. you see th
we have seema shah and emily roland with us this morning. good morning to you.ear from jay powell this morning are you expecting to glean anything from that, seema? >> no, nothing what we have seen in the last couple days is all of the speakers are speaking in one clear voice. if we hear anything, it is powell pushing back on the idea that the market data is enough to stop us from taking risks further and reemphasis that rate cuts are not on the agenda at this stage. >> emily, do...
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Jan 10, 2023
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hotels but vacation rentals as well >> airbnb making that bet they're going to be traveling outbound seema thank you so much by the way you have the rab coming up. as we head to break want to remind you tech check has a podcast. microsoft apparently mulling big investment in the parent company of chadept that story next when we're back in just a moment >>> one more thing, microsoft is looking to make abig bet on chat gpt with plans to invest $10 billion in its parent company bringing the valuation to $29 billion interesting deal structure here. microsoft to get 75% of open ai's profits until it makes its money pack, then microsoft and other investors will each have a 49% stake leaving openai with 2% of the company this investment is on par with some microsoft acquisitions in recent years valued with it its purchases of skype and get-hub one commented it sounded like a shark tank deal. john, i think you'd agree. i guess the question is what does that say about how microsoft is doing this? >> well, to me it says this is when a $29 billion valuation is not a $29 billion valuation. this thing
hotels but vacation rentals as well >> airbnb making that bet they're going to be traveling outbound seema thank you so much by the way you have the rab coming up. as we head to break want to remind you tech check has a podcast. microsoft apparently mulling big investment in the parent company of chadept that story next when we're back in just a moment >>> one more thing, microsoft is looking to make abig bet on chat gpt with plans to invest $10 billion in its parent company...
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Jan 27, 2023
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cooler >> seema, thank you very much. >>> let's keep an eye on shares of tesla as you might know, upurth quarter this week joining us today, gary black, tesla investor and future fund managing partner i imagine you were impressed by the print. i just wonder if you think it's worth the return we've seen. >> it's currently unspectacular. they missed on gross margins, especially if you back out the one-time items president earnings were right in line what was more significant is just the optimism that elon and zach, the cfo, showed on the call they basically said that january's orders were double production and, you know, elon even dropped a hint, they could do as much as 2 million in volume i think that's what got the stock moving the third thing, which i think a lot of people are not paying attention to is the energy business is suddenly on fire they had a new facility come online in the third quarter, gross margins are high you could add 50 cents a share for the new mega product that is out. i think that's getting people excited. and you have an investor day in about six weeks. for a
cooler >> seema, thank you very much. >>> let's keep an eye on shares of tesla as you might know, upurth quarter this week joining us today, gary black, tesla investor and future fund managing partner i imagine you were impressed by the print. i just wonder if you think it's worth the return we've seen. >> it's currently unspectacular. they missed on gross margins, especially if you back out the one-time items president earnings were right in line what was more significant...
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Jan 4, 2023
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let's go to seema mody with the news. >> we're looking at shares of carnival spiking here on a dow jonesort that the company is starting to raise prices on certain things like gratuity charges starting april 1st will be going up. wi-fi charges on board a cruise will be going up it's a sign the cruise lines are perhaps starting to get pricing power back, and that is sending shares of the major cruise lines led by carnival higher by 9% the big story last year, when were the cruise lines going to be able to raise prices. at first they had to lower prices to really attract the value customer, but could be a sign that things are starting to return back to you. >> maybe they're in the sweet spot where people are still traveling a lot before we're in a potential recession, things do get worse on the economy thank you. cruise lines taking off today. let's check out the stealth mover, shares of the biotech firm are soaring after positive late stage study results for experimental blood disorder treatment. it plans to file for fda approval by the middle of the year and hopes to launch the drug in t
let's go to seema mody with the news. >> we're looking at shares of carnival spiking here on a dow jonesort that the company is starting to raise prices on certain things like gratuity charges starting april 1st will be going up. wi-fi charges on board a cruise will be going up it's a sign the cruise lines are perhaps starting to get pricing power back, and that is sending shares of the major cruise lines led by carnival higher by 9% the big story last year, when were the cruise lines...
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Jan 10, 2023
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seema moody has a look at where and who institution institutional are seeing growth and why china ist. >> we've been speaking to funding managers. this year they're more interested in finding secular growth stories to invest in. strategists at goldman sachs showing 70% of emerging markets benchmark funds right now are overweight mexico and brazil, while only 30% are overweight china. they say that's one of the reasons they see more upside potential in china morgan stanley expecting an additional 16% gain in chinese stocks by the end of 2023. and they're also anticipating investors to diversify their chinese holdings going beyond the large cap tech names we focus on they're recommending chinese sports wear companies as the country reopens, aircraft company boc aviation, cathay pacific and midea. even with the 7.5% gain we have seen in the china index over the past week, they argue at goldman sachs that china's trading at a 19% discount to its emerging markets peers and there are thematic etfs a number of fund managers were mentions like the ishares self-driving etf, the global lithium
seema moody has a look at where and who institution institutional are seeing growth and why china ist. >> we've been speaking to funding managers. this year they're more interested in finding secular growth stories to invest in. strategists at goldman sachs showing 70% of emerging markets benchmark funds right now are overweight mexico and brazil, while only 30% are overweight china. they say that's one of the reasons they see more upside potential in china morgan stanley expecting an...
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Jan 11, 2023
01/23
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CNBC
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crumbled was apollo global management joining us you no to discuss, co-head of private equity and also seema mody. welcome to you both. david, we appreciate your time here and i think the main question coming out of the ftx collapse is -- i guess let me ask it a little differently anyt that period of time? >> regarding considering for a very short amount of time financing? >> yes. >> it wasn't something that we gave a lot of thought to it is true that we got a phone call looking for financing in a short time line. like happens to us quite a bit, we welcome those phone calls but ultimately the deal wasn't able to come together >> why is that, what was it that gave you pause >> to be frank with you, it wasn't like we did so much work, the time line of when we were approached versus when they filed was very compressed and we just never got into a substantial amount of due diligence. >> and we've seen valuations come down considerably looking at 2023, where is apollo looking too deploy capital? >> good question we like to buy stuff cheap that is what all investors should like do there is certain
crumbled was apollo global management joining us you no to discuss, co-head of private equity and also seema mody. welcome to you both. david, we appreciate your time here and i think the main question coming out of the ftx collapse is -- i guess let me ask it a little differently anyt that period of time? >> regarding considering for a very short amount of time financing? >> yes. >> it wasn't something that we gave a lot of thought to it is true that we got a phone call...
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Jan 27, 2023
01/23
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CNBC
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. >> all right seema mody has the headlines for us. >>> here's the cnbc news update at this hour memphisto release video later today showing the fatal beating of tyre nichols, who died after a january 7th traffic stop by police the five officers involved in the beating have been fired and charged with murder. president joe biden said in a statement thursday that nichols' family deserves a swift, full and transparent investigation. >>> sending gentlemen doug imhof at the commemoration of auschwitz. their families and polish government officials his visit to europe is part of the biden administration's ongoing efforts to combat anti-semitism. >>> and the fda has proposed new rules to make it easier for gay and bisexual men to donate blood. the american red cross and other groups have urged the fda to lift those restrictions saying the practice is discriminatory the fda commissioner says this will help the u.s. maintain a safe and adequate supply of blood. >>> "halftime report" returns after this i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so glad we did t
. >> all right seema mody has the headlines for us. >>> here's the cnbc news update at this hour memphisto release video later today showing the fatal beating of tyre nichols, who died after a january 7th traffic stop by police the five officers involved in the beating have been fired and charged with murder. president joe biden said in a statement thursday that nichols' family deserves a swift, full and transparent investigation. >>> sending gentlemen doug imhof at the...
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Jan 4, 2023
01/23
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KNTV
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with are joined by seema mody. >> and so, facebook is going to appeal a ruling by aop european union that it can require facebook to seize their facebook activity thatas been fi morehan a million dollars and if the ruling is upheld, it will have a ruling, and digital ating industry, and also, if it is going toppealing the pandemic, and if it is cutting % oe employee, that is about 8,000 jobs it will cut. and also, twitter is going to lift a 2019 ban, and accept what it is calling cause-based bans, and also on cause-based bans. >> thank you. >> thank you. >>> and also, coming alice e loves the scent of g gn so much, she wiwished therere was ay to make e it last lolonger. alice e loves the scent of g gn so much, say hellllo to yourr fairy gogodmother, a alice. and, l long lastining gain s scent beadsds. try gagain odor defense. be gononlly y everythingng! -what's he doing? -he's cleaning the trash cans. oh, boy. meeting a new young homeowner for thfirst me is a unique challenge. -so you think you can help? meeting a-i can try.homeowner hey, w what you dodoing? oh, justst cleaning g my
with are joined by seema mody. >> and so, facebook is going to appeal a ruling by aop european union that it can require facebook to seize their facebook activity thatas been fi morehan a million dollars and if the ruling is upheld, it will have a ruling, and digital ating industry, and also, if it is going toppealing the pandemic, and if it is cutting % oe employee, that is about 8,000 jobs it will cut. and also, twitter is going to lift a 2019 ban, and accept what it is calling...
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Jan 31, 2023
01/23
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ALJAZ
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much money be come nerd bought all the last several other more badly. sheffield or my home her a dr. seema hamburger, kalat watkins more eminent me. he lynn mcginnis, control family as of adult film. can the shimmy love gum, so too long fancies to love. yeah. we will not film on them stuff with the co star coffee math lesson than mclean law is more academic ability, layla hose feeling really well here, must get a girl by jani. and as a little more willing to show at our lives, to plot the nash, my own film, eliza, to renew marijuana, where you can film unless you to her buena and to say hello, hello filling with ashley. i am fill makalya. hello to helen. phil mickelson law lock up in walker. i will tell any antietam deja them up the steamer look fairly nice woman whom i am in the cold pool. your talk of a member of the code mockery cathedral and no food and no, no. richard, another lockman for him as i am with youth him with a battle while a tech grima scott had those below dylan, the which is you deal and you're still in dub. any idea that we learned that anybody on the elk, which was to
much money be come nerd bought all the last several other more badly. sheffield or my home her a dr. seema hamburger, kalat watkins more eminent me. he lynn mcginnis, control family as of adult film. can the shimmy love gum, so too long fancies to love. yeah. we will not film on them stuff with the co star coffee math lesson than mclean law is more academic ability, layla hose feeling really well here, must get a girl by jani. and as a little more willing to show at our lives, to plot the nash,...
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Jan 23, 2023
01/23
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CNBC
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that are taking place as investors try to get ready fror what is forecast to be the great reopening seema mody has that for us. >> that reopening story continues to fuel optimism hsbc recommending names beyond the alibabas of the world, young china, budweiser and laning, a sportswear company as consumers start to travel. according to goldman sachs, hedge funds have been adding chinese stocks and that is reflected. both hitting new highs today, emerging markets fund managers are increasing their china exposure so far about one:30 of emerging market etfs have chinese stocks, down from the 40% peak hit in 2020 now, even with the run-up in chinese names, kevin carter, the cio of emerging markets internet etf china is trading 12 times earnings that's cheaper than the nasdaq at 22 times earnings and cheaper than the global msci and etf trading at 15 times. >> great point now, china's reopening, the question is, will it slow companies like apple from actually moving their supply chains away to try, you know, to places like india? >> that doesn't seem to be the case a prominent minister from indi
that are taking place as investors try to get ready fror what is forecast to be the great reopening seema mody has that for us. >> that reopening story continues to fuel optimism hsbc recommending names beyond the alibabas of the world, young china, budweiser and laning, a sportswear company as consumers start to travel. according to goldman sachs, hedge funds have been adding chinese stocks and that is reflected. both hitting new highs today, emerging markets fund managers are increasing...
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Jan 5, 2023
01/23
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CNBC
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our seema mody's got the details. >> a battle for the ages between a recession and a recovery that isf bernstein's note out this morning on the hospitality sector where analyst clark sees hotels at a growth as the economy softens. his top picks are hyatt and accor. and airbnb after a 50% drop in the last year, he says the stock is oversold on concerns of supply interest rates will be a dominating factor how hotels operate this year. it show as 40% drop from 202 that's compared to two years ago. what it's giving investors a hope is china reopening. morgan stanley says expect revenge travel around the lunar new year trip.com reporting a 45% increase in bookings around that time the u.s. now in the top five most popular destinations for chinese travelers. ceo glen fogle shared last week on this show people are preparing for a rebounding yesterday carnival shot up its shares by 9% prices are going up including wi-fi effective april 1st. guys, i'll send it back to you. >>> a quick check on the markets. the index is sags. nasdaq and s&p, all down a bit more at 1% energy the only group bounc
our seema mody's got the details. >> a battle for the ages between a recession and a recovery that isf bernstein's note out this morning on the hospitality sector where analyst clark sees hotels at a growth as the economy softens. his top picks are hyatt and accor. and airbnb after a 50% drop in the last year, he says the stock is oversold on concerns of supply interest rates will be a dominating factor how hotels operate this year. it show as 40% drop from 202 that's compared to two...
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Jan 15, 2023
01/23
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GBN
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seema. your testimony is so persuasive and deeply . these persuasive and deeply.'re doing . keep doing what you're doing. often you seem like a lone voice, but i know not because i'm plugged into so many other people who are saying similar that keep doing what you're doing and come back soon doing and please come back soon and update us on campaign . and update us on this campaign. thank thank so thank you, neal. thank you so much. the i'll much. after the break, i'll discuss government's discuss the government's decision bring a new decision not to bring in a new law makes spiking someone's law that makes spiking someone's dnnk law that makes spiking someone's drink specific i'll drink a specific offence. i'll be back in 2 minutes. welcome back to neil oliver live. as far as i'm concerned, anyone spiking another drink with drugs with the intention of abusing or exploiting them should be locked up and the key thrown away. last week, the crime of spiking was as sickening and the courts were asked to handle lengthy prison sentences to those convicted. the whole phen
seema. your testimony is so persuasive and deeply . these persuasive and deeply.'re doing . keep doing what you're doing. often you seem like a lone voice, but i know not because i'm plugged into so many other people who are saying similar that keep doing what you're doing and come back soon doing and please come back soon and update us on campaign . and update us on this campaign. thank thank so thank you, neal. thank you so much. the i'll much. after the break, i'll discuss government's...
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Jan 14, 2023
01/23
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GBN
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seema. your testimony is so persuasive and deeply . these persuasive and deeply.ou're doing . keep doing what you're doing. often you seem like a lone voice, but i know not because i'm plugged into so many other people who are saying similar that keep doing what you're doing and come back soon doing and please come back soon and update us on campaign . and update us on this campaign. thank thank so thank you, neal. thank you so much. the i'll much. after the break, i'll discuss government's discuss the government's decision bring a new decision not to bring in a new law makes spiking someone's law that makes spiking someone's dnnk law that makes spiking someone's drink specific i'll drink a specific offence. i'll be back in 2 minutes. welcome back to neil oliver live. as far as i'm concerned, anyone spiking another drink with drugs with the intention of abusing or exploiting them should be locked up and the key thrown away. last week, the crime of spiking was as sickening and the courts were asked to handle lengthy prison sentences to those convicted. the whole ph
seema. your testimony is so persuasive and deeply . these persuasive and deeply.ou're doing . keep doing what you're doing. often you seem like a lone voice, but i know not because i'm plugged into so many other people who are saying similar that keep doing what you're doing and come back soon doing and please come back soon and update us on campaign . and update us on this campaign. thank thank so thank you, neal. thank you so much. the i'll much. after the break, i'll discuss government's...
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Jan 21, 2023
01/23
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GBN
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ukraine the met police commissioner seema rowley has promised a thorough review of the force's cultureh as former officer david carrick. mr. rowley said the next two years are critical to achieving our goals and including assurances such as investing in diversity to become what he calls an anti—rape assist organisation. meanwhile the national police chiefs council are urging police chiefs across and wales to have all checked against national data bases by the end of march. it comes in the end of march. it comes in the wake of the crimes committed . former police officer carrick , who admitted 49 criminal charges , including 24 counts of charges, including 24 counts of rape . and the prime minister has rape. and the prime minister has been given a fixed penalty nofice been given a fixed penalty notice by lancashire police for failing to wear a seatbelt whilst in the back of a moving car . the prime whilst in the back of a moving car. the prime minister was filming a social media clip on his way to yesterday's levelling up announcement in the north—west. he's already apologised with his s
ukraine the met police commissioner seema rowley has promised a thorough review of the force's cultureh as former officer david carrick. mr. rowley said the next two years are critical to achieving our goals and including assurances such as investing in diversity to become what he calls an anti—rape assist organisation. meanwhile the national police chiefs council are urging police chiefs across and wales to have all checked against national data bases by the end of march. it comes in the end...
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Jan 20, 2023
01/23
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GBN
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ukraine the met police commissioner seema rowley has promised a thorough review of the force's cultureh as former officer david carrick. mr. rowley said the next two years are critical to achieving our goals and including assurances such as investing in diversity to become what he calls an anti—rape assist organisation. meanwhile the national police chiefs council are urging police chiefs across and wales to have all checked against national data bases by the end of march. it comes in the end of march. it comes in the wake of the crimes committed . former police officer carrick , who admitted 49 criminal charges , including 24 counts of charges, including 24 counts of rape . and the prime minister has rape. and the prime minister has been given a fixed penalty nofice been given a fixed penalty notice by lancashire police for failing to wear a seatbelt whilst in the back of a moving car . the prime whilst in the back of a moving car. the prime minister was filming a social media clip on his way to yesterday's levelling up announcement in the north—west. he's already apologised with his s
ukraine the met police commissioner seema rowley has promised a thorough review of the force's cultureh as former officer david carrick. mr. rowley said the next two years are critical to achieving our goals and including assurances such as investing in diversity to become what he calls an anti—rape assist organisation. meanwhile the national police chiefs council are urging police chiefs across and wales to have all checked against national data bases by the end of march. it comes in the end...
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Jan 20, 2023
01/23
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GBN
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the met police commissioner, seema rowley has published his plan to improve standards and rebuild trust two years are critical from adopting new technologies to achieving their goals and investing in that people . it comes as the national people. it comes as the national police chiefs council are also urging police chiefs right across england and to have all officers checked against national databases the end of march. it comes in the wake of the crimes committed by the former police officer, david carrick, who admitted to 49 criminal charges, including 24 counts of rape . the home office counts of rape. the home office says survivors of rape are having significant amounts of their personal records unnecessarily requested by police during investigation and in some cases, record have been used to test the credibility of survivors, which describe as invasive . the government has invasive. the government has vowed to change law to better protect victims , speed up protect victims, speed up enquiries and restore confidence in the criminal justice system . in the criminal justice system. mp
the met police commissioner, seema rowley has published his plan to improve standards and rebuild trust two years are critical from adopting new technologies to achieving their goals and investing in that people . it comes as the national people. it comes as the national police chiefs council are also urging police chiefs right across england and to have all officers checked against national databases the end of march. it comes in the wake of the crimes committed by the former police officer,...