longest win streak since August of 2020. You all remember that was the pandemic. We were out, you know, toilet paper, everything was kind of flying around and transports really took off.What situation are we seeing right now that would lead to that same kind of a streak. So, it's not the demand side. The demand side hasn't kicked in yet.When we came out of CO, it was stuff. We all wanted stuff, more things. Right now, we're not seeing things move. We're actually seeing capacity start to come out.So, we're f ...

Japanese Bond Market Analysis - Japanese 30-year bond market is experiencing significant activity, with the 10 to 30-year spread nearly twice the normal spread over the last 25 years, reaching almost 160 compared to the usual 85 [2] - Japan is undergoing a normalization of its monetary policy after a period of yield curve controls and deflation [3][10] - The rise in Japanese bond yields could lead to a slowdown in the Japanese economy [7] Carry Trade Implications - Estimates suggest a $500 billion carry trade exists, and rising Japanese yields could cause capital to flow from the US back to Japan [5] - The unwinding of the carry trade is expected to continue as the US lowers interest rates and Japan raises them [10] Bond Samurai Influence - "Bond Samurai" are influencing the Japanese government to slow down quantitative tightening and adjust bond issuance towards the long end [6] - If the Japanese government doesn't heed the "Bond Samurai's" advice, rates could rise further, leading to a significant economic slowdown that could impact the US [7] US Market Impact - US real rates are approximately 100 basis points too high on the long end [11] - High US real rates could lead to a continued economic slowdown in the US unless they are lowered quickly [12]

And welcome back to Worldwide Exchange. As we close on the 6 a. m.hour, a check of a few big stories that we are following this morning. President Trump injecting fresh uncertainty [music] into Netflix's planned $83 billion deal for Warner Brothers. The president yesterday saying the size of the new company could quote be a problem.>> Well, that's got to go through a process and we'll see what happens. It's a Netflix a great company and they've done a phenomenal job. Ted is a fantastic man.I have a lot of r ...

Another report now saying a key Apple hardware executive is considering leaving uh the company. Steve Kovak joins us now with more. Hey Steve.>> Yeah, it just keeps piling on. Right. You have all these big shots out there in Certino.They're getting new careers for the holidays and there have been several changes in the last seven days on top of several departures over the last few months. Now the latest after last week's exodus is chip boss Johnny Ruji. He wants to leave.According to Bloomberg, he's been in ...

Our next guest is going to weigh in on the future of business in New York City following Zoran Mandani's mayoral victory last month. He takes office on January 1st. Joining us right now is partnership for New York City President CEO Kath Wild.She is one of 400 appointees to Mandani's transition team. Good morning to you. >> Good morning.>> So tell us help us understand what you think is um what the transition looks like and what you think the business community needs to understand about it. Well, the transi ...

Insider Trading Activity - Kratos CEO sold 200,000 shares, representing approximately $145 million [1] - Kratos CFO also sold 50,000 shares, amounting to $37 million [1] - MP Materials CEO sold 385,000 shares for just over $24 million [2] - Flowserve CEO sold 213,000 shares for $15 million [3] Market Valuation & Stock Performance - Kratos shares have increased nearly 20% over the last three months [1] - MP Materials shares are flat over the last three months [2] - Flowserve shares are up nearly 30% over the last three months [3] Insider Sentiment - Varity indicates multiple insiders have increased stock sales, signaling a potentially negative valuation message [2] - Flowserve experienced an unusual number of insider sellers, the most since early 2014, led by the CEO [3]

Three, two, one. >> Welcome back to Squawkbox. This morning, Elon Musk calling for the European Union to be abolished.This after the block fined his social media company X $140 million. That followed Friday's decision by the European Commission to hit X with the fine after a two-year investigation into the company under the EU's Digital Services Act. Now, last week, the European Commission had said that infractions by X, which included what it called the deceptive design of X's blue check mark for verificat ...

Mergers and Acquisitions - IBM is reportedly in talks to acquire data infrastructure company Confluent for $11 billion [1] Stock Market Updates - Carvana's stock is up by 9% this morning [2] - Carvana and Comfort Systems USA are joining the S&P 500 index on December 22nd [2] - LKQ, Solstice Advanced Materials, and Mohawk Industries are being removed from the S&P 500 index [2] Regulatory and Legal Matters - The Trump administration will forgive the remaining $11 million civil fine against Southwest Airlines related to the 2022 holiday meltdown [3] Financial Aid and Assistance - The Trump administration is planning to unveil a $12 billion aid package for farmers [3] Entertainment Industry Performance - Five Nights at Freddy's 2 earned $63 million in ticket sales, winning the domestic weekend box office [4]

Can I just tell you guys about some breaking news. >> Yeah. >> There's some stuff that's come out.You want to finish that thought. Well, because >> No, I I just thinking that it it's almost like the Ellison's are pretty nice to me. We'll see how you do.>> Yeah, right. That makes sense. Uh I'm trying to read through this.These are some uh releases that have just crossed the wires. Berkshire Hathaway is announcing some leadership changes and appointments. And this is happening less than a month from Greg Ael ...

Joining us now, Sylvia Jablonsky, Defiance ETF's co-founder and CEO. And we were talking about the some of the positive action we've seen in the stock market in the last what week and a half or so, which maybe calmed some of the fears that we did have earlier uh about whether we wouldn't have a Santa Claus rally. In fact, a lot of people said what we normally see in September and October, we were seeing in November. Some of the uh you know, we see a lot of lows set in October.I want to start with you with w ...