Okay, we're going to go to Aaron Dunn and Power Check right now. So, let's bring in Aaron Dunn if we can. And I think that we can.Aaron Dunn, uh, welcome. It's, listen, it's one of these fluid days with a lot of news that is happening right now, Erin. So, we appreciate your patience.Uh, you're you're a scholar and a gentleman. You're head of value equity at Morgan Stanley Investment Management. Um, let's move on. Let's talk about it.Um, what is top of mind, Aaron, for you. So I think one things we're really ...

Let's go now to back to Bob McN. Bob, it's a little bit fluid, so I appreciate it. Um, you just heard that conversation.How is Russia so successfully getting around the current sanctions. Hey, Brian, it's not a question of getting around. These sanctions under President Biden were designed purposely to help Putin sell his oil.President Biden went to India and said, "Please import Russian oil." Why did he do that. because we didn't want the oil price staying at $127 a barrel, which is where it went in right ...

seems to be. I'm just going to let the pictures speak for themselves. They'll make their way down the red carpet.Now, the president of course saluting. ...

market and we have two great guests on both sides of the story. First off, Daniel Tannenbomb is partnered Oliver Wyman and a senior fellow at the Atlantic Council and Bob McN, president and founder of Rapidan Energy Group. Bob, we'll get to you in just a second.Let us start with Dan. He is an expert, one of the world's leading experts on sanctions. Um, there currently are semi sanctions on Russia.Dan, correct. Can you lay it out cleanly where are we now and what might happen if things go poorly. Well, Brian ...

Yep. And you look at Vladimir Putin emerging from his aircraft just seconds after President Trump has emerged from his. So Trump the first to set foot on Alaskan soil here as Vladimir Putin makes his way down the stairs.All of this presumably choreographed between the two sides very tightly uh in terms of the protocol here of who greets who and when. Um and you know whether each man wait makes the other man wait uh for the handshake uh you know all of that uh is is something that both sides will have though ...

Russian President Vladimir Putin has landed in Alaska for high-stakes talks with President Donald Trump, who seeks to negotiate a ceasefire in Russia’s war with Ukraine. Trump greeted Putin on an Anchorage tarmac shortly after the Russian leader’s plane landed. Trump had arrived earlier. ...

Talk of a US government taking an equity stake in Intel sounds dramatic, no doubt. But for investors, it doesn't solve the company's core issue, which is catching up in advanced chip manufacturing. In July, Lip Bhutan told employees Intel's advanced manufacturing would only move forward with quote confirmed customer commitments and quote no more blank checks.It was a direct signal to Washington. Without outside orders, Intel wouldn't build. That message landed after 10 also met with President Trump just thi ...

even talking about it for Intel and maybe some other struggling American companies. Joining us now is Patrick Moorhead. He is CEO and chief analyst of Moor Insights and Strategy.Again, I want to be clear. We don't know anything. We don't know any potential terms. We don't even know if it's going to happen.Patrick. But what was sort of your initial reaction, your hot take to the Intel news yesterday. >> Well, I.>> Called this a week before, and I do believe that that the US government will put an investment ...

Treasury Bond Market Trends - The Treasury bond market had been relatively stagnant, except for a brief period in April [1] - The yield curve is steepening, with a six basis point increase this week [2] - Global rates are trending upwards [2] Technical Analysis of Yields - The 10-year Treasury yield experienced acceleration before plateauing in the low 430s [2] - Selling pressure intensified as yields approached previous highs around 430 [3] - Yields broke down after a weak jobs report, with the two-year yield showing a more aggressive decline than the 10-year yield [4] - The market indicates that the labor market is more influential on long-end interest rate trading than inflation concerns [4] External Factors and Comparative Analysis - Solid retail sales and import prices at 15-month highs were noted [5] - The spread between 10-year Treasury yields and German Bund yields (Tens minus Boons) is the closest it has been since early April [5] - German Bund yields are at their highest levels since the third week in March, approaching 280 basis points (280%) [5]

Craig Johnson. He is Piper Sandler's chief market technician. It was a lot of people, a lot of people, Craig, back in April saying that we were doomed.Sell everything. A lot of panic out there. You and your team and a few other people stayed calm and carried on.What did you see that maybe others missed. And what do you see now. >> Thanks, Brian, for having me back on Power Lunch.What we saw then is we saw an environment where a lot of our technical indicators were very washed out. They were at levels that y ...