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Tom Lee: If Gold can rerate higher, then so can equities
CNBC Television· 2026-02-12 00:20
Let's ask Tom Lee. He is Fund Strat's managing partner and head of research. Welcome back.>> Great to see you, Scott. >> So, what do you make of the price action today. This was a undoubtedly better than expected jobs report.Yields ticked up. Maybe expectations of cuts by the Fed ticked down. We're trying to just figure it all out today.Yes, I think that macro is a little confusing for investors at the moment because we not only have a new Fed chair that's announced and his policy stance isn't clear, but I ...
Hiring trend barely in positive territory, says MacroPolicy's Coronado
CNBC Television· 2026-02-12 00:19
is joining us now is Julia Coronado, founder and president of Macro Policy Perspectives. And Julia, it's great to uh to see you. Um now, I think David Einhorn was basically making a call that says Kevin Walsh is kind of going to do the president's bidding and therefore he's in the job to cut rates.Uh but it would seem as if the data are kind of I I guess in the middle. Uh they're subject to interpretation in terms of whether the Fed needs to respond anytime soon or where even the neutral rate is. So, how di ...
CNBC Digital Finance Forum: Crypto Innovators
CNBC Television· 2026-02-11 23:09
I want to start with just the broader context here and we hit this with Mike but you know we're down 50% from market peak you've got you know a lot of money leaving the system clarity act uh unclear when that will pass uh yet Robert you just raised $82 million my you just took over the entire crypto team over at PayPal a lot of turnover there talk to me about why even though we're in in the midst of this bare market uh well down from the market peak of 126,000 for Bitcoin. Why you still see so much optimism ...
LIVE: President Trump participates in an event on coal at the White House — 2/11/2026
CNBC Television· 2026-02-11 20:52
President Trump participates in an event on coal at the White House on Wednesday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com ...
David Einhorn says the Fed will cut 'substantially more' than two times
CNBC Television· 2026-02-11 20:46
Kevin Wars, who I've met and I think is very articulate, he's going to come up with arguments that are going to persuade people. He's going to say if the economy is running hot, like say the jobs report this morning, that's not a reason not to not to cut. The only thing that's going to >> The market's telling us it's a reason not to cut.>> Yeah, I think the market's wrong today. I think one of the best trades out there right now is betting on more cuts this year than than expected, >> which you did last yea ...
Here's how to trade around the hot jobs report
CNBC Television· 2026-02-11 20:17
THANKS SO MUCH TAYLOR MORRISON THERE. LET'S GET TO POST NINE IN THE JUDGE. >> ALL RIGHT Q THANKS SO MUCH.WELCOME TO THE HALFTIME REPORT. I'M SCOTT WAPNER FRONT AND CENTER THIS HOUR. WELL LOWER STOCKS AFTER THAT BETTER THAN EXPECTED JOBS REPORT.YIELDS ARE HIGHER RATE CUT. HOPES ARE LOWER. WE'LL TRADE ALL OF IT WITH THE INVESTMENT COMMITTEE.JOINING ME FOR THE HOUR TODAY JOE TERRANOVA CARRIE FIRESTONE JENNY HARRINGTON AND BRIAN BELSKY. ALL RIGHT. SO WE BEEN AROUND THE WAY A LITTLE BIT IN THE MARKETS.BUT WE ARE ...
Mazda North America CEO: Consumers may be extending decisions but they're still shopping
CNBC Television· 2026-02-11 20:15
END OF THE DECADE, DESPITE INCREASED COSTS AND THE THREAT OF TARIFFS. AND THEY'RE DOING IT IN A KIND OF FAMILIAR WAY. THE CROSSOVER SUV THAT WE SEE EVERYWHERE.NOW, LET'S BRING IN THE HEAD OF MAZDA'S NORTH AMERICAN BUSINESS, TOM DONNELLY, WITH OUR VERY OWN PHIL LEBEAU. >> PHIL THANK. >> YOU KELLY.>> TOM, GOOD TO BE HERE WITH YOU. AND WE'LL TALK ABOUT THE NEW CX FIVE, WHICH IS IN THE BACKGROUND HERE. PART OF A LOT OF YOUR SUCCESS HERE IN THE US.BUT I WANT TO START, FIRST OFF WITH YOUR VIEW ABOUT THE STATE OF ...
Bitcoin on pace for fourth negative week in a row, here's what experts are saying: CNBC Crypto World
CNBC Television· 2026-02-11 20:01
Today, Bitcoin is on pace for its fourth negative week in a row. We take a look at highlights from the CNBC digital finance forum that took place yesterday and was sponsored by Moon. And Robin Hood's Johan Kerrot introduces the launch of a public test net for its own blockchain platform.Welcome to CNBC's Crypto World. I'm Brandon Gomez. Crypto markets continue to face serious pressure this week.As of noon Eastern, Bitcoin lost more than 10% from the same time last week and is on pace for its fourth negative ...
Viral AI disruption post sows division
CNBC Television· 2026-02-11 19:25
Brokerages joining software as the latest sector to get hit by growing fears about AI disruption. And today, a new warning is going viral on X, suggesting that the market may still be underestimating the scale of the upheaval ahead. Dear Drabosa explains in today's Tech Check.I saw this one, Dearra. You know I did. >> I know you did.Your algorithm is feeding you all of this AI content, but you know, this actually went beyond tech circles, too, Kelly. And what it's essentially saying is that the gap between ...
Some Dems urge moderate approach among populist shift
CNBC Television· 2026-02-11 18:30
The New Democrat Coalition is a group of House Democrats, about 115 strong, that push for more moderate proposals than their populist counterparts. The goal of the coalition is to build a plan that sets itself apart from the progressive left, but also sets itself apart from the Republicans and Donald Trump that would lower costs for everyday Americans. You won't find these big splashy proposals that are being proposed by senators like Senator Elizabeth Warren or Senator Bernie Sanders in this proposal.thing ...