Bloomberg: Bloomberg Markets
4/19/2024 2:48pm
... i will also reflect that when tesla was exclusively in this marketplace, and they have a very vertical, integrated supply chain, not using a unionized workforce -- they put a huge price tag on their vehicle and made themselves a little bit of ...
Bloomberg: Bloomberg Markets
4/19/2024 2:47pm
... the key thing is that the united states of america, under joe biden's leadership, passed a very large industrial policy bill known as the inflation reduction act, to ensure the u.s. could lead the supply chain ...
CNBC: Squawk on the Street
4/19/2024 2:38pm
... with higher interest rates make it harder to borrow. you have a back flow we've been talking about which is -- which comes from higher interest income on the part of many americans now. the only thing they can do is stay the course, hope the supply chain issues that may linger ...
CNBC: Squawk on the Street
4/19/2024 1:07pm
... supply chain hub but as a customer hub on the demand side our country is addicted to thinking that china is a winner in everything. our inferiority complex to china is only second to the inferiority complex that chinese feel about china, particularly after covid, where they were ...
CNBC: Squawk on the Street
4/19/2024 1:06pm
... china. you're going to start hearing a narrative which says, we got to start thinking about brazil, philippines, indonesia, turkey, and then we have to extrapolate india. but they haven't been able to tell that story yet. you mean as a supply chain? ...
Bloomberg: Bloomberg Surveillance
4/19/2024 12:52pm
... that is also true for foreign direct investment. we are also seeing the role of connector countries like vietnam and mexico coming in and re-channeling supply chains around the world. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 12:47pm
... are having a big shift in terms of we want a secure supply chain. we want it to be affordable come good prices, but security is paramount. we also want to show that we can manage the transition. anne-marie: if geopolitical ...
Bloomberg: Bloomberg Surveillance
4/19/2024 12:46pm
... geopolitics mean for supply chains for our business, understanding that this is going to mean more structural inflation because it can have higher costs, understanding that you need to prioritize defense ...
Bloomberg: Bloomberg Surveillance
4/19/2024 12:22pm
... one is to reinforce the point that when you have a producer, a major dominant producer like china, producing at below market rates, it affects the entire supply chain starting upstream all the way downstream. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 12:06pm
... self-finance, self-produce and self-consume. what we have seen over the last five years with covid is an acceleration of that process as supply chains region lies as the response to -- regionalize as _ ...
CNBC: Squawk Box
4/19/2024 12:01pm
... then when you start having pieces of legislation that are mandating certain things like electric vehicles that continues to drive prices up on batteries, rare earth minerals, the whole supply chain network, so, yes, i do think the biden ...
CNBC: Street Signs
4/19/2024 8:08am
... two stages to it. first, we really emphasize the unsafe world we're living in today. the dynamics toward on-shoring and tight supply chains and ...
Bloomberg: Bloomberg Markets Asia
4/19/2024 3:10am
... chain and supply chain management being a material issue. haslinda: you talk about higher volatility even with equities. what are you advising clients to do? what are you hearing from clients? stephen d.: you saw a number of ...
Bloomberg: Bloomberg Markets Asia
4/19/2024 3:10am
... copper and aluminum up substantially this year and all within the context of a week chinese economy which is truly extraordinary. you are seeing not only political events come to bear but you are seeing this very significant change in supply ...
Bloomberg: Bloomberg Markets Asia
4/19/2024 3:10am
... french shoring has been a massive theme and i think you will continue to see this impact on supply chains that in particular -- supply chains in particular as well as the price of commodities. ...
Bloomberg: Bloomberg Markets Asia
4/19/2024 3:09am
... have seen over the course of the last two years with geopolitical events, events in ukraine, events this year and last year and the middle east, real concerns about supply chain. the near shoring of assets in the u.s. in particular, the ...
Bloomberg: Bloomberg Markets Asia
4/19/2024 3:07am
... in supply chain concerns. i think you will see a continuation of that concern evolving over the course of the next 4-5 weeks as more details come out of what has actually happened today. in aggregate, i think you will see the flight to safety ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:36am
... they say washington is undermining the security of the global supply chain. biden is proposing levies on products as part of a review. the steps would have minimal impact. ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:24pm
... to impose new restrictions on a steel and aluminum products. it says washington is politicizing economic issues and undermining the security of the global supply chain. president biden is proposing 25% levies on some of the products as part of an ongoing review. ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:18pm
... our third budget. if you take a step back, you see we got inflation lingering here in the u.s., growth slowing in china. tensions rising in the middle east, and longer-term pressures as well, supply chains are straining and the world is ...
CNBC: Mad Money
4/18/2024 10:30pm
... improvements without compromising margins listen to this we're making progress for sure the quarter unfolded largely the way we expected. our supply chain did a terrific job generating cost savings. and that gave us the ability to invest in our business to drive ...
CNBC: Mad Money
4/18/2024 10:29pm
... brands ceo sean connelly on the night of the report and he painted an encouraging picture, explaining that the company's previous supply chain investments are now paying off in the form of cost savings. those savings allow conagra to spend more on advertising and innovation which can then in turn ...
CNBC: Power Lunch
4/18/2024 6:42pm
... new york and those will be in manufacturing, construction, and all along the supply chain a senior biden administration official adding how the chips act is making america more competitive, creating jobs and driving economic growth in syracuse and across the country. ...
FOX Business: Cavuto Coast to Coast
4/18/2024 4:59pm
... you have to go out and get the supply-chain, take away the ability to capability to manufacture those things. neil: talking about the united states and the g-7 allies or ...
FOX Business: Cavuto Coast to Coast
4/18/2024 4:57pm
... but that is the goal. that's more difficult. i think for that you would want to go after the supply chain or if they are manufacturing them going after the manufacturing facilities. ...
CNBC: Fast Money Halftime Report
4/18/2024 4:26pm
... worry me, josh i think what you will see here is whether it's the reshoring of the whole supply chain or just economic growth i was talking about, that these volumes will pick up. by the way, it's not just semis, liz, since the s&p's record high on march 28th, which ...
CNBC: Fast Money Halftime Report
4/18/2024 4:15pm
... okay we've seen apple move their supply chain to india. and they've got better relationships and longer standing relationships with the chinese government we've seen china is supporting domestic producers that, by the way, make newer, more richer, in ...
Bloomberg: Bloomberg Markets
4/18/2024 2:37pm
... the world and some of the supply chain stress that we've been living through over the course of the last seven years, clients are more risk aware than they have been in the past and are trying to find a better balance between efficiency and resilience and that's leading to greater demand. katie: ...
CNBC: Squawk on the Street
4/18/2024 2:09pm
... risks, shipping issues, if this is a risk. they have this great index where they look at supply chain pressure index and break it into global supply chain, shipping costs component, global pmi, inventories. it tells you a story of ...
CNBC: Squawk on the Street
4/18/2024 2:08pm
... show, people are worried about goods inflation which has been really deflation and not a problem, the culprit in the services sector, if that hooks up again, citigroup put out a great chart on the supply chain flation. given all the geopolitical ...
CNBC: Squawk Box
4/18/2024 12:08pm
... deflationary concerns, all of a sudden you have this pandemic, supply chains dried up, huge influx of money from the government stimulus spending a pretty robust recovery on the ...
CNBC: Worldwide Exchange
4/18/2024 9:17am
... be made on u.s. soil so there is never a supply chain issue again. we have seen a number of awards with samsung and tsmc. ...
Bloomberg: Bloomberg Daybreak Europe
4/18/2024 5:45am
... illustrate how europe needs to stay competitive. we should hear it from him. china is aiming to internalize all parts of the supply chain in advanced ...
Bloomberg: Leaders with Lacqua
4/18/2024 1:42am
... about the worries and concerns around supply chain's post-covid, and the fact that you think about corporate real estate, and the refinancing is inevitable. it's not a 30 year mortgage. ...
CNBC: Power Lunch
4/17/2024 6:20pm
... in diversifying the supply chain, i understand. i know that there are more expensive manufacturing hubs that do not come with those ...
CNBC: Power Lunch
4/17/2024 6:19pm
... apple supply chain and sales in china which were down 13%. this is apple diversifying away from china both on the sales front and on the manufacturing front. the iphone production has doubled in india, it will be a ...
CNBC: The Exchange
4/17/2024 5:39pm
... little bit you know, the supply chain has basically been oversimplified. a lot has come from china to europe to america. whatever yep but now, you're having a lot more on shoring of production, ...
CNBC: The Exchange
4/17/2024 5:39pm
... but the second one, this reconfiguration of global supply chain, the supply chain of the last 20 years will not be the supply chain of the next 20 years. and that is having pro-found demand impacts on industrial tease that thought out a ...
CNBC: The Exchange
4/17/2024 5:37pm
... apple's potential move to indonesia could throw off things again. our next guest is still managing to find opportunities. joining us with how to invest in the supply chain of the future is co-ceo of morgan stanley's ...
CNBC: The Exchange
4/17/2024 5:37pm
... welcome back to 'the exchange.' pandemic related global supply chains have mostly been corrected. but a new wave of headwinds, trouble in the middle east, companies moving production like ...
CNBC: The Exchange
4/17/2024 5:33pm
... didn't get my latest edition of super yacht times. and i didn't buy a super yacht maybe that's the reason why. coming up, just when you thought the supply chain was getting back to normal, there are new headwinds on the way what they are and why investors like you need to know about ...
CNBC: The Exchange
4/17/2024 5:01pm
... supply chains is making one sector increasingly attractive. we'll tell you the names that stand to benefit the most. we begin with the markets and dom chu on the numbers. we started off positive, tyler, but we have turned more negative as the day has ...
CNBC: Fast Money Halftime Report
4/17/2024 4:33pm
... supply chain to india, and they have better relationship and longer standing relationships with the chinese government. china is supporting their domestic producers that, by the way, make newer, more richer in terms of the accessories, in terms of basically even the -- _ ...
CNBC: Squawk on the Street
4/17/2024 1:39pm
... great places to invest, and we're investing. we believe in the country. so, are we looking at a giant supply chain hedge? not just yes, but also i think that what he's saying is, we recognize that you are a huge ...
Bloomberg: Bloomberg Surveillance
4/17/2024 12:42pm
... our ceo confidence survey from the first quarter, the thing they thought was the worst risk for the global and the u.s. economy were geopolitics. it is the uncertainty around that. how these things will affect supply chains, prices for input ...
Bloomberg: Bloomberg Surveillance
4/17/2024 11:36am
... we are booming. we are growing faster than florida and texas. people are coming to ontario. we have capital flowing in. $28 billion of capital investment in electric vehicle production supply chain and ...
CNBC: Squawk Box
4/17/2024 11:17am
... continue to try to implement an agenda to lower housing costs and, in fact, housing costs have come down. if we look at the cost of goods, commodities and that's related to our discussion we're having today, the improvements in supply chains has really helped ...
FOX Business: Mornings With Maria Bartiromo
4/17/2024 10:30am
... bar has an excellent article and poinsettia on the actions we can take china is not our friend we should realize that in we have to get off the china dime and a lot of our supply chain goes back to china. we have these companies that allegedly men to companies that produce and china interfere an ...
CNBC: Squawk Box
4/17/2024 10:24am
... welcome back to squc box. the s&p 500 looking right about close to 18 points higher, melissa. apple may be looking to diversify its supply chain furtherer away from china. ...
Bloomberg: Bloomberg Markets Asia
4/17/2024 3:10am
... but to see inflation going back up before 5%, probably not going to come to pass. there was supply chain disruptions. today, there isn't. so i don't think we will go back there. ...
Bloomberg: Bloomberg Daybreak Asia
4/17/2024 0:23am
... what is important now is all parties shall constraints so the region can get back into a process that is most important. haslinda: what are you most concerned about if there is an escalation? the impact on supply chains as well as the global economy? our primary thought is with ...
CNBC: Power Lunch
4/16/2024 6:22pm
... so the supply chain, contessa, is the obvious to mention. but i think we need to be tracing what those longer term and broader impacts are to our organizations. couple of quick questions. you mentioned the delays associated with having to transit south africa or however ...
CNBC: Power Lunch
4/16/2024 6:21pm
... so much dependency with that part of the world, it's a different set of questions we really need to be asking ourselves, contessa. and then for global businesses, there's three dimensions you want to look at starting with supply chain. ...
Bloomberg: Bloomberg Markets
4/16/2024 2:36pm
... we need affordable clean energy. the u.s. needs jobs and the growth that will come as these industries mature, especially offshore wind. we're building whole new ecosystem here of infrastructure, supply chain, etc. equally important, we need ...
CNBC: Squawk on the Street
4/16/2024 2:09pm
... and, david, about moving supply chains closer for security reasons, trade barriers and tariffs, which is, obviously, front and center because of what former president trump has been saying he will do if he becomes president again, which is increase those kind of protections and restrictions. ...
FOX Business: Varney Company
4/16/2024 1:54pm
... reporter: well, stuart, it depends on what type of drug we're talking about. in some cases, demand is outstripping supply, and that's certainly what we're seeing in the weight loss drug category. but in other cases, the shortages are a product of offshoring our supply chain. many of our drug ...
FOX Business: Mornings With Maria Bartiromo
4/16/2024 12:21pm
... stuff about covid it wasn't just happened because of pandemic. they told us what to do. ironic my first visit on supply chain issues, of course, biden i think using notecards i don't think really into the issue, again, this is ...
FOX Business: Mornings With Maria Bartiromo
4/16/2024 12:20pm
... is president being honest about inflation. president mass to take historic action, in dog dealing with disruption in supply chains. supply chinese supply chains, turn herself into a pretzel trying to blame ...
FOX Business: Mornings With Maria Bartiromo
4/16/2024 12:20pm
... closing down businesses closing schools drastically you disrupting supply chain he said inflation skies rocketing. we had a supply chain that was disrupted, so that is what the president was speaking to, and laying out. ...
FOX Business: Mornings With Maria Bartiromo
4/16/2024 11:54am
... away. one problem is the united states has little control over the supply chain for medication. many of the drug ingredients come from oversea, almost half of the fda approved makers of drug ingredients are in india. ...
Bloomberg: Bloomberg Surveillance
4/16/2024 11:45am
... kinds of reverse powerful impacts that we have are hard to predict, but they change the supply chains a lot. jonathan: you mentioned japan quite a few times. you visited there and build a business there. david: we are one of the largest ...
CNBC: Worldwide Exchange
4/16/2024 9:39am
... trade. what the oac says we are likely to see this spark renewed inflation at a time when countries around the world are trying to get their inflation lower. they are ringing the bell about supply chains and trade and ...
CNBC: Worldwide Exchange
4/16/2024 9:39am
... for most of the shipping to go around the horn of africa. that impacts the supply chain and costs. if you look at the issue of trade credits and this pressure that gets put on cross border ...
Bloomberg: Bloomberg Daybreak Asia
4/16/2024 0:10am
... cyclical aspect of the semi conductor supply chain. but we do think it is bottoming out if you look at some of the leading indicators so we do like the korean market. i do think japan is somewhat different in the sense it is seeing a structural shift from deflation to reflation so it ...
Bloomberg: Bloomberg Daybreak Asia
4/16/2024 0:09am
... opportunities that would like in the korean market. i think we like the semi conductor supply chain story. we think korea is a bit of a laggard in that regard, partly because it's a more ...
Bloomberg: Bloomberg Daybreak Australia
4/15/2024 11:22pm
... yes, chroma ate. it is one that i rarely see the sale site speak about but it is part of the supply chain for ai. it has a reasonable 3.5% ...
Bloomberg: Bloomberg Daybreak Australia
4/15/2024 11:21pm
... of stocks in terms of ai supply chains and semiconductors. in south korea we have large weighting in the samsung electronics and other diversified holdings in the ...
CNBC: Fast Money
4/15/2024 9:11pm
... situations right now. think about those two regions are going to be impacted, and then, you have u.s. multinationals that are dealing with higher costs of, you know, supply chain stuff, dollar, all that sort of stuff, we could find ourselves really quickly, and finally, in a little bit of a ...
CNBC: Fast Money
4/15/2024 9:07pm
... but a lot of the price increases seem to be, at least wages and these supply chain issues and reshoring, they're going to be imbedded in the economy. and one of the reasons why i thought the fed should raise that inflation target, to give them more leeway what they can ...
CNBC: Closing Bell
4/15/2024 7:18pm
... transition, supply chains all point to an inflationary impulse, the cyclical element of what erin is describing if you add a macro volatility component to that, so your oil, your gold, your dollar, your 10-year, you ...
CNBC: Power Lunch
4/15/2024 6:24pm
... invest all of the money including for supply chain and research and development by the end of this calendar year. the process is first, the very biggest, like this. next, you will start to see investments in memory chips and suppliers, waivers, chemicals, ...
CNBC: Power Lunch
4/15/2024 6:08pm
... i just talked to a global ceo of a big insurer that said that the issue in the middle east could actually fuel more inflation. shipping costs and supply chains will be impacted even more. how much are you eyeballing inflation and where that goes in terms of investments and what to anticipate? that ...
CNBC: The Exchange
4/15/2024 5:57pm
... you mentioned supply chain issues. that has been the issue for ...
CNBC: The Exchange
4/15/2024 5:56pm
... over the past year. ongoing supply chain issues. three things to watch in the near term as an investor in defense, can the situation in the middle east de-escalate? how does israel respond to the ...
Bloomberg: Bloomberg Markets
4/15/2024 2:50pm
... panama, what has happened in the houthi situation and now what is happening in this geopolitical tension, i think insurance providers are starting to wake up, boards are starting to wake up and supply chain management ...
Bloomberg: Bloomberg Markets
4/15/2024 2:50pm
... conflict, i think insurance rates, insurance premiums, and even the idea of supply chain risk underwriting starts to get a big boost. it starts to become a focus, just like he saw cyber insurance ...
CNBC: Squawk on the Street
4/15/2024 2:49pm
... when talking about the missile systems, pack 3, part of the patriot, lockheed martinand nor throm grum plonds one of the suppliers that makes the rocket motors. a supply chain here and there have been billions of dollars, some of it from the contractors ...
CNBC: Squawk on the Street
4/15/2024 2:48pm
... the defense companies kick off next week. some contractors have signaled they expect to see margin growth in 2024, as the year unfolds and as those lingering supply chain issues begin to normalize. guys, one area to watch, for ...
CNBC: Squawk on the Street
4/15/2024 2:47pm
... contractors. ongoing supply chain issues, lingering effects of inflation to blame there, three things to watch here in the near term. one, can the situation in the middle east deescalate? how does israel respond to what was an unprecedented attack launched for the first time from ...
Bloomberg: Bloomberg Markets
4/15/2024 2:46pm
... impacts on many of the goods that are shipping through india, in particular rare earth materials, critical minerals that are used in global technology products, and then you are also going to see actually a supply chain impact ...
Bloomberg: Bloomberg Markets
4/15/2024 2:44pm
... impacts global supply chains is brandon daniels along with wall street weeks david westin. david, an important position after what we saw this week. dated: a lot of drama. what did you see, what is the reaction so far in the market ...
Bloomberg: Bloomberg Markets
4/15/2024 2:41pm
... over the weekend could hit supply chains. we will be joined by brandon daniels next. daniels next. how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. ...
FOX Business: Varney Company
4/15/2024 2:13pm
... they have supply-chain checks and visibility going out and demand is strong for the first half of 2025. let's move on to read it, it's being covered widely the wall street brokerages have started the coverage since the ...
CNBC: Squawk on the Street
4/15/2024 1:56pm
... their supply chain will get diversified in the years to come. vietnam, a key part of that, and he was in china a few weeks ago, key demand story, and supply. and, obviously, india continues to be an important part of their execution as well outside of the chinese domestic ...
FOX Business: Varney Company
4/15/2024 1:32pm
... apple today, tim cook, vietnam. he's in vietnam because he sees what's going on in china and he sees the challenges to the supply chain and he sees how the country is pushing more of their workers and their citizens until local phones to get a beef up ...
Bloomberg: Bloomberg Surveillance
4/15/2024 12:10pm
... in particular, i'm struck them he got news overnight about apple's shipments coming in at some of the lowest levels since the height of the supply chain troubles. tesla is reportedly laying out 10% of their workforce in part ...
CNBC: Squawk Box
4/15/2024 11:15am
... positively. not just supply chains on the goods front but the fact that labor supply has been so strong. it's allowing these 250000 payroll growth per month to still be consistent with the ...
Bloomberg: Bloomberg Surveillance
4/15/2024 10:35am
... it is something that peter scheer has been talking about a lot. china is not just part of the supply chain. the key question is how does a country like apple -- company _ ...
Bloomberg: Bloomberg Daybreak Europe
4/15/2024 5:42am
... in china saying to you have equal access to the market? two thirds of german companies say they face unfair competition in china currently. what is interesting on the question of de-risking, the german companies at home, where is china in their supply ...
Bloomberg: Bloomberg Daybreak Asia
4/15/2024 0:43am
... a lot of this sme's will simply not have the bandwidth to run the supply chain separate. our concern is china is missing out. ...
Bloomberg: Bloomberg Daybreak Australia
4/14/2024 11:10pm
... forcing traffic to the supply chain. even if we manage this, this will hang over the heads of the ...
Bloomberg: The David Rubenstein Show Peer to Peer Conversations
4/14/2024 6:18pm
... sap was a software company but what was its innovation that made sap such a strong company even at the beginning? bill: they call it erp, to break down erp, running financial systems for the biggest companies in the world, connecting that based on the industry, the supply chains. managing human ...
Bloomberg: Leaders with Lacqua
4/14/2024 2:42pm
... the impact on our fossil fuel pricing, or you think about the worries and concerns around supply chains and the fact that these buffers when you think about corporate real estate and the refinancing is inevitable, ...
Bloomberg: The David Rubenstein Show Peer to Peer Conversations
4/14/2024 2:18pm
... running financial systems for the biggest companies in the world, connecting that based on the industry supply chains, managing human resources, put that into one bucket and you call it erp. when i got hired, they were a ...
Bloomberg: The David Rubenstein Show Peer to Peer Conversations
4/13/2024 5:18pm
... industry, the supply chains. managing human resources, put that into one bucket and call it erp. and when i got hired by sap, they were a very fine company but in the americas they had missed 24 out of 25 quarters, so ...
Bloomberg: The David Rubenstein Show Peer to Peer Conversations
4/13/2024 1:18pm
... companies in the world, connecting that based on the industry, the supply chains. managing human resources, put that into one bucket and call it erp. and when i got hired by sap, they were a very fine company but in the americas they had ...
Bloomberg: The David Rubenstein Show Peer to Peer Conversations
4/13/2024 1:18am
... david: they call it erp, learning financial systems for the biggest companies in the world, connecting that based on the industry to some plight -- to supply chains. managing human resources, put that into one bucket, you call ...
Bloomberg: Leaders with Lacqua
4/13/2024 0:42am
... robyn: i think the fact that we've now changed geopolitics to geoeconomics is something of an impact point. so, as we think about what happened when russia invaded ukraine, and the impact on our fossil fuel pricing, or you think about the worries and concerns around supply chains ...
CNBC: The Exchange
4/12/2024 5:40pm
... headed to 2%. inflation, he says, is a surprise to the upside, citing a 4% inflation in the first quarter. he's concerned about a slower improvement in supply chains, which helped inflation a lot ...
FOX Business: Cavuto Coast to Coast
4/12/2024 4:37pm
... time, is the president being honest about inflation? the president said what he saw when he took office. the pandemic was happening, disrupted the supply-chain. spending is not slowing ...