Flight To Safety

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Final Trade: AMD, UUP, SDY, PSX
CNBC Television· 2025-06-18 22:26
Time for our final trades. Let's go around the horn. Tim, you get to start.I tell you what, beer never broke my heart, but certainly AMD has to many. I think it's time to turn that around. Courtney, thank you for the list. Thank you for being here.You're welcome. Michael, historic uncertainty calls for certainty. We like high quality dividend pairs.Dan, yeah, in this uncertain times, I think you probably see some folks kind of go for that flight to safety, not flight to quality, that's treasuries, and that' ...
'Fast Money' traders talk how to invest as tensions in the Middle East ramp up
CNBC Television· 2025-06-17 21:38
Market Impact of Geopolitical Events - Oil price spikes due to geopolitical events are typically short-lived, unless a major disruption like the closure of the Straits of Hormuz occurs [2] - Protracted geopolitical conflicts could lead to lower yields due to a flight to quality and a stronger dollar, but are generally not market-friendly [3] - A "flight to safety" is more accurate than a "flight to quality" in the current environment, with US Treasuries and the US dollar being the beneficiaries [4] - Market participants were previously concerned about a weak dollar and higher 10-year yields [5] Investment Opportunities - Past geopolitical events have often presented buying opportunities, depending on the market discount offered [6] - The current situation is viewed as a potential buying opportunity, barring a major escalation like World War II [6] - Companies involved in drone warfare and arsenal buildup, such as Northrup Grumman (NOC) and Kratos, may present investment opportunities [7][8] - The market dip is considered a buying opportunity [10][11] Market Indicators - The 10-year yield has decreased from 445 basis points to 433 basis points [5] - The VIX is not expected to remain at its current level of 21, and is likely to either increase significantly or gradually decline [10] - The dollar has only increased by a small amount over the last few trading days [5]
Iran launches missiles into Tel Aviv
CNBC Television· 2025-06-13 19:01
Okay, so we're going to remove that. That graphic was erroneous. These are missiles from Iran into Israel where it is about 9:14 p.m. It just got dark. And that is the Israeli Defense Response, the so-called Iron Dome, shooting anti-missile rockets into the air to intercept and hopefully knock out the incoming Iranian.Remember just a short time ago the Israeli military had told the public to enter a protected space and remain there until further notice. So they were aware that this was coming. There was TV ...