CNBC: Street Signs
4/29/2024 8:24am
... you think about the u.s. where the u.s. government spent more money than the french government during covid and after that period, the economy is stronger and hotter than in france. you can make theargument that ...
CNBC: Mad Money
4/26/2024 10:27pm
... move money overseas. after the great recession it made a come back right before covid hit. the pandemic crushed international travel which meant much less demand for these cross-border money transfers. ...
CNBC: Fast Money
4/26/2024 9:15pm
... especially pre-covid because before this period, there was a lot of young strength, and then that should have probably shook a lot of those people out. if you're in that trade now, the weak yen is going to definitely make it work for you, and there's no reason to be fearful ...
CNBC: Fast Money
4/26/2024 9:15pm
... trade estimate round about in stocks and bonds, that's safe in your view? yeah, i think it is if that is still the extent of the trade. i think the trade is probably a lot less than it was, you know, say three or four years ago, ...
CNBC: Closing Bell
4/26/2024 7:26pm
... it happened in the aftermath of covid, mid-covid they need positive momentum. we have wwdc coming up in june, where they're expected to make a.i. announcements and i'm real bullish on those announcements. but the company has to report earnings next week ...
CNBC: Closing Bell
4/26/2024 7:13pm
... just pulling everybody along you don't typically sit there with five names representing one-third or more of the index that's where we are that is where we are. i still categorize it as a bizarre covid environment we're working our way through. ...
CNBC: Closing Bell
4/26/2024 7:11pm
... out of the strange covid world we've created. not that we're not gathering together we've got people in masks in new york again for different reasons. we're not a believer in small caps and the reason that the secular trends that we're seeing around whether it be a.i. or even some ...
CNBC: Closing Bell
4/26/2024 7:05pm
... i don't think you can discount that on the flip side, you're seeing airlines and travel is continuing to be strong. i think people are still going places, not buying stuff which changed during covid. everyone said this is going to be a certain cycle of this it's not the fact that the ...
CNBC: Power Lunch
4/26/2024 6:36pm
... like new advertising strategies it's becoming more and more efficient. i also like the fact that before today's call they were down 88% since their covid-19 highs that's a big drop. i also like the fact that their revenues have gone from $1 ...
CNBC: The Exchange
4/26/2024 5:43pm
... are back or above prepandemic levels and the hotel industry benefits from the fact that there's just a lack of new supply coming into our industry because of the impact of covid, as well as just the impact of the credit markets where it's hard to get a ...
CNBC: Squawk on the Street
4/26/2024 1:09pm
... this year. in the back half of the year, you think? yeah, because shelter is doable it's doable. i mean, you can't put things up right now, but a lot of the places -- a lot of places started right after covid, and they're going to come online in the next six months. that could help shelter. even ...
CNBC: Squawk Box
4/26/2024 12:40pm
... steam engine post-covid timing off on everything and the fed's models aren't working exactly right. it's slowing but inflation isn't going away i'm sticking to my stagflation story. steve ...
CNBC: Squawk Box
4/26/2024 12:39pm
... much less growth than we saw, yesterday's gdp. this number shows a lot of different programs money sloshing around remains but the glide path is lower. so i disagree. i think the anecdotal evidence i look at suggests the economy, ...
CNBC: Squawk Box
4/26/2024 12:00pm
... activated virus. first of all i would never drink raw milk, or drink it now. not that it won't kill the virus. if they find live virus in milk, i don't think they will, if they did and they're looking, i'm ...
CNBC: Squawk Box
4/26/2024 11:20am
... bleach for covid, and that didn't last very long, right we're going to have liz hoffman on i can interview you, if you'd like to tell me -- ask liz we'll have nick timarose on ...
CNBC: Mad Money
4/25/2024 10:18pm
... headwinds and we look forward to getting back to at a minimum kind of neutral market conditions well, i think i know you'll do it. you're adding some stores. but something else, hal, i know is working i know there was a change in migration during covid what i was surprised to see was ...
CNBC: Power Lunch
4/25/2024 6:54pm
... the first summer we are post covid where people have disposable income and they want to travel and they want to travel in style but on time and i am in atlanta and i used delta a lot and they are always ...
CNBC: Street Signs
4/25/2024 8:17am
... the trend we have had with the massive improvement in terms of formation despite the covid and despite the macroeconomics slowdown which was very positive ...
CNBC: Fast Money
4/24/2024 9:46pm
... so, asia-pac did well, but she reiterated, this is through the q&a, that china had been an impact, she would not give details to the extent of that impact, but cautioned this will continue to have an impact when china came off the covid ...
CNBC: Power Lunch
4/24/2024 6:30pm
... flu, the direction from the usda is a day after they said it found bird flu virus particles and some samples of pasteurized milk. the milk supply is safe based on information currently available. that is attention-getting ...
CNBC: Fast Money Halftime Report
4/24/2024 4:49pm
... performance. you bought tjx a brand-new position, scott, a name that did incredibly well post-covid and settled out the earnings and revenues leveled off. looks like they're on a trajectory back up to the upside ...
CNBC: Squawk on the Street
4/24/2024 1:39pm
... i happen to love chesky i think he's great i remember when things were going really bad during covid, and he had to bite the bullet, and he hated letting people off, and he saved the company look at this thing it's a juggernaut. texas instruments shares are also up 6% look, they said they -- they ...
CNBC: Squawk Box
4/24/2024 12:46pm
... jpmorgan chairman and ceo jamie dimon praising the economy at the club at new york. unbelievable. booming. business is booming for a while. since covid and kind of before then slow growth ...
CNBC: Squawk Box
4/24/2024 10:03am
... a mask during these things they used to say no face coverings at all that changed during covid. but that's the one this keeps getting hit. the whole thing is -- you saw yesterday we talked about the president of columbia. you know, it was 20 -- what was _ ...
CNBC: Squawk Box
4/24/2024 10:03am
... four years with potentially not being able to go to classes. we'll see what happens with the graduation too. it's not that the diagram shows the protesters are covid ...
CNBC: Squawk Box
4/24/2024 10:02am
... plays out. but if you look at this, these are college student who are graduating right now who spent the first year remote due to covid. and now you're closing out the ...
CNBC: Mad Money
4/23/2024 10:07pm
... this is it. get this. the report goes on to say, quote, excluding the opening wave of the covid-19 pandemic, the decline in services staffing levels in april was the most pronounced since the end of 2009. holy cow. that is the great recession. ...
CNBC: Closing Bell
4/23/2024 7:20pm
... the biggest names moving into the close. one of those is spotify, their best day since october 2019, pre-covid. after surprising investors with a prodigy, even though otal monthly users can in below estimates. the music streaming platform attributes this to efficiencies, multiple layoffs, ...
CNBC: Power Lunch
4/23/2024 6:40pm
... so, it's really been nece necessitated by fewer people who were willing to take those jobs on yeah, the service sector is going to continue to struggle because any service worker will tell you, people are mean, or meaner than they have been since before covid so it's less attractive. ...
CNBC: Power Lunch
4/23/2024 6:40pm
... and also, honestly, smo people have left that sector voluntarily, when you look post-covid, that's a sector where people got out of it because obviously every place closed down and when they got the opportunity to go back, they said, no thanks. ...
CNBC: Squawk on the Street
4/23/2024 2:13pm
... new ipads. this is important, carl, last year all of 2023 was the first year i can remember that apple didn't put out a new model of ipad as a result, sales have been way down from the covid highs that we saw people just snapping up, ...
CNBC: Squawk Box
4/23/2024 12:54pm
... think about the most important one we've had in recent years, the vaccine that protected all of us against covid-19. that was almost all funded by ...
CNBC: Squawk Box
4/23/2024 10:02am
... we are watching shares of apple. bloomberg reporting that iphone sales in china fell 19% in the march quarter. the worst performance in china since covid struck back in 2020. ...
CNBC: Mad Money
4/22/2024 10:26pm
... that's a surprise. wall street was looking for less than six million. biggest first quarter subscriber additions since covid first hit in the first quarter of 2020. revenue came in higher than expected, up nearly 15% year-over-year. and an acceleration versus the previous quarter. ...
CNBC: The Exchange
4/22/2024 5:03pm
... you do the math here, tyler, that is close to a billion dollar ipo at the midpoint. we're getting several weeks in a row when we get a billion to 2 billion in ipo money raised and that's what we do prior to covid ...
CNBC: Squawk on the Street
4/22/2024 2:07pm
... grocery store sector is facing, cycling significant prior year food inflation, lower government assistance for our customers, declining covid related income and the increasing mix of our pharmacy and digital businesses which carry lower margin. still doing well in that ...
CNBC: Closing Bell
4/19/2024 7:18pm
... we've seen a nice rebound of netflix since 2022 when, really, the floor fell out in the stock, and that's what subscriber growth plateaued after soaring during covid so, this idea now that they're not going to report subscriber ...
CNBC: Closing Bell
4/19/2024 7:16pm
... in there no, it is it's really remarkable and i think that's a testament to all the repair that's been done since the last crisis i think one of the things that's very different about this post-covid era and also causing confusion about how to navigate ...
CNBC: Power Lunch
4/19/2024 6:52pm
... welcome back, everybody. the number of so-called family offices managing money has tripled since the covid pandemic, and now totaling more than 4500 around the globe, according to a new study our wealth editor, robert frank, joins us with the details. what explains the trend? tyler, the growth has ...
CNBC: The Exchange
4/19/2024 5:54pm
... obviously wreaked havoc on supply change -- chains. it drove significant wage rate escalation at discount airlines and they needed those lower wages to compete. i think covid also provided a ...
CNBC: The Exchange
4/19/2024 5:53pm
... in this space like united, delta, and maybe alaska and others. then there are some who are not winners. what separates the good from not so good? i do want to choose my words carefully. but i think we can say that covid turned out to be a structural positive and it ...
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 Box
4/19/2024 12:00pm
... just because of the growth that we've had our state coming out of covid not wavering when we were the first in the country to re-open even when we had people on both sides criticizing us of that our unemployment rate continues ...
CNBC: Squawk Box
4/19/2024 11:40am
... done a great job of protecting us against inflation post covid. i think eventually it will be a good hedge against geopolitical disruptions, but it is a bit too much to ask for bitcoin to both be a perfect risk off asset, and ...
CNBC: Mad Money
4/18/2024 10:57pm
... the largest regional banker in the southeast can start to figure out how to replace as many of these jobs with ai as soon as possible i'm not a martinette but this vestige of covid simply doesn't make sense to me i'd love to know how much money truist even saved on rent. i'm fascinated by the idea ...
CNBC: Mad Money
4/18/2024 10:40pm
... logis. the largest owner of logistics real estate. both these companies are superb operators. j.b. hunt run by outgoing ceo john roberts and the extraordinary incoming ceo shelly simpson has put together a true nationwide colossus that took advantage of the covid era ...
CNBC: Mad Money
4/18/2024 10:33pm
... many food plays i wouldn't be surprised if the stocks can keep running simply because it doesn't take long for the underlying companies to beat the extremely low expectations as long as they haven't had to give up torch of the prices they gained during covid i think these stocks will continue to ...
CNBC: Mad Money
4/18/2024 10:28pm
... decline from the previous quarter. geez, you can't get any of this stuff open the closest for mills was the -- their biggest earnings beat on a percentage basis since mid 2020 and that was the height of covid lockdowns when all we did was eat cheerios probably could open it back ...
CNBC: Mad Money
4/18/2024 10:16pm
... turn the page when it reported its first quarter results because this is a fantastic company, medical devices and medical instruments. a storied business they delivered a huge sales and earnings beat as their core business which included covid sales was up nearly 11%. wall street was only looking ...
CNBC: Squawk Box
4/18/2024 11:23am
... biggest challenges has always been to capitalize our projects efficiently, especially developing new buildings and even before covid, before the run-up in rates, the private credit firms, like mac, like related even had one and children's investment fund, they were stepping into the market ...
CNBC: Squawk Box
4/18/2024 11:19am
... and that was happening before covid. law firms were doing hoteling where no one got an assigned office anymore and they -- you had larger corporations doing that. and then covid just accelerated it and also what is happening, also, in the tech sector, their ...
CNBC: Fast Money
4/17/2024 9:43pm
... dynamics, but related to covid, the shuttering of the airline industry boeing is going to have a free cash flow yield of 5 to 8% by the time we get to '26 they report next we'ek ...
CNBC: Fast Money
4/17/2024 9:15pm
... yesterday. you saw the companies with a burst of consumer discretionary spending that i think was artificial in covid, have worked through a lot of that. they're suffering ow meanwhile they were outperforming for a long time. i think a lot of this has to ...
CNBC: Closing Bell
4/17/2024 7:55pm
... year in the recovery since pos covid. they are lower 14% over the last 12 months. is that a buy back opportunity at this point when you have th share price sitting there just hovering, showing no movement in spite of quarter on quarte ...
CNBC: Power Lunch
4/17/2024 6:39pm
... those two aircraft have some of the four most safety records in history, in commercial travel, and cargo travel, the planes have been the workhorse throughout covid, the 77 was ...
CNBC: Power Lunch
4/17/2024 6:18pm
... this happening, we have been seeing this play out in indonesia. we have been seeing this theme play out for the last year to 18 months or so as we saw all these problems that covid shutdowns in china caused for ...
CNBC: The Exchange
4/17/2024 5:41pm
... right, right. but the second thing is, i think of this is an acknowledgement of how capital intensive offices. so we really sold down a lot of our commodity office, most of our commodity office before covid. ...
CNBC: The Exchange
4/17/2024 5:40pm
... and the second is we're seeing an increased supply driven event shock. so baltimore bridge tragically, trade disruptions in the middle east, panama canal by the way, covid when we couldn't get protective gear ...
CNBC: Squawk on the Street
4/17/2024 1:37pm
... luxury sector going through a temporary period of normalization, they say, following above-trend post-covid demand, and this was confirmed by the first quarter result group from lvmh, but not worse than -- any worse than was expected. in fact, sort of in line in ...
CNBC: Squawk Box
4/17/2024 11:25am
... underreporting their income. the big focus here is high earners who moved to other states during covid. tax authorities are challenging many of those moves saying those moves weren't permanent and those folks still owe their state taxes. another big target is remote ...
CNBC: Squawk Box
4/17/2024 10:54am
... let's hope. but, you guys experienced that, and this -- so going into this -- is it just mentally different? yeah, it is different mentally different for me. covid, paralympics was my first paralympics. so to have the opportunity to ...
CNBC: Squawk Box
4/17/2024 10:54am
... nervousness, channel it into the pool and, like, bring our best. is it -- this is going to be a different olympics because i'm thinking of tokyo, covid, all of that, we're finally out of all of that. is this -- knock on wood, right? yeah, yeah. ...
CNBC: Worldwide Exchange
4/17/2024 9:44am
... doing more audits through ai. they're looking for patterns with high earnings who may be underpaying or even underreporting income. the big focus is high earnings who move to other states during covid. tax authorities are challenging many of those moves saying those ...
CNBC: Worldwide Exchange
4/17/2024 9:25am
... travel, international travel increase. we're now back to the -- not bao the pre-covid, 2019 levels yet and we're certainly not back to ...
CNBC: Street Signs
4/17/2024 8:35am
... asia was down 6%. but, of course, comparisons compared to last year was very tough. q1 was the beginning of the -- end of the zero covid policy in china. so they had the boom there in the first quarter last year. ...
CNBC: Street Signs
4/17/2024 8:06am
... of the process coming out of the big supply shocks that we had, the impact of the war, the impact of coming out of covid. with the latest comments from the fed, the boe, and now ...
CNBC: Closing Bell
4/16/2024 7:19pm
... and pricing since covid, we would stick with large caps and i think the consolidation we've seen is a sideways, relative performance for tech was a positive and we are likely to see more reassured leadership ...
CNBC: Fast Money Halftime Report
4/16/2024 4:51pm
... estate, because it's been under pressure. it's down four days in a row. interesting. this was a darling early in the covid era as rents were going up. now rents aren't going up so much. this is to the point about cpi earlier, that shelter has been ...
CNBC: Squawk on the Street
4/16/2024 1:08pm
... interesting piece in 'the journal' about big tech not being a pillar of office occupancy as much as it was pre-covid. and then you talk about the consumer. average credit card consumer fico 777 has been trending ...
CNBC: Squawk Box
4/16/2024 11:01am
... surgeries, stuff folks didn't do during the covid, and i am talking about the strength of the consumer, and how you think those relate to some of the things right now, and in the consumer space, a week ago, saying everybody is trading down ...
CNBC: Street Signs
4/16/2024 8:22am
... of china, you can see the consumer hasn't yet returned to the pre-pandemic levels even after a year of covid lockdown relaxation. that is a weak point of the chinese economying moving ...
CNBC: Street Signs
4/16/2024 8:22am
... in the food industry is a reflection that china's catering industry hasn't returned to the pre-pandemic levels because of covid disruption. household income is negatively ...
CNBC: Squawk on the Street
4/15/2024 2:17pm
... the phillips curve doesn't seem to be driving an acceleration of wage inflation. i think it's because companies have actually held on to a lot of folks. they've been allowed to let those people go now because, you know, covid restrictions, et cetera, and i think what we're ...
CNBC: Squawk on the Street
4/15/2024 1:46pm
... thing that happen that have to happen in order to get a big pullback. you have to have a slowdown in the economy or job slowdown, notable one. that's not happening right now. an exogenous shock, remember the oil embargo in the '70s or covid ...
CNBC: Squawk Box
4/15/2024 12:37pm
... drawing down that extra kind of covid-era spending and the top group has been turning -- really, the group that's getting hurt is that bottom 20%. ...
CNBC: Squawk Box
4/15/2024 10:23am
... and they are clearly concerned about that. on china, it is a slightly different thing. he was very eager to go strike deals with the chinese until covid happened. that's when he turned around. i actually think he would probably try to reengage with xi ...
CNBC: Street Signs
4/15/2024 8:46am
... discussing the parity with the dollar as well. what does it mean for european banks? european banks had a difficult decade. deregulation and negative interest rates. then covid. particularly the end of the negative rates was a game ...
CNBC: Street Signs
4/15/2024 8:43am
... the lending side. it is hard to judge what is driving it, right? you could argue that some of the rundowns of the post-covid savings we have seen in consumers are being run down. there are less deposits in the ...
CNBC: Mad Money
4/12/2024 10:42pm
... and '80s know from the post-covid experience. it caused the great recession. now, there are plenty of times in the fed's tightening, but the stock market didn't get crushed because the economy didn't get crushed. that's how we got the incredible ...
CNBC: Mad Money
4/12/2024 10:21pm
... but the covid crash was very straight forward. government shut down the whole economy to fight a deadly plague. zero confusion. if you thought my commentary was ...
CNBC: Mad Money
4/12/2024 10:21pm
... event, even if that event is mechanical and not substantive in nay chur in any way, shape, or form. there were other crashes worse than those of 2010 and 2015. i can think of days in the covid crash we were down #.# % to 13% in a single session. ...
CNBC: Mad Money
4/12/2024 10:02pm
... the common qualities of sell-offs. now, really, there have only been two horrifying sell-offs since i began selling over two decades ago. even the covid crash when the -- _ ...
CNBC: Fast Money
4/12/2024 9:55pm
... and that's finally catching up. i'll never buy a latte, but a good old-fashioned coffee that costs $4.75, that costs $2.80 pre-covid. it's absurd, i think, what they've done. i think there's an expectation ...
CNBC: Squawk on the Street
4/12/2024 2:47pm
... we also offer consumers the choice of coming into one of our doors like our house of innovation here in paris, but retail come out of covid, it was clear that consumers were also coming back into physical retail and we recognize in our movement towards digital we overrotated ...
CNBC: Squawk on the Street
4/12/2024 1:51pm
... opportunity in the country and that's the statistic i look at. what is the savings rate. it's a simple thing to look at, and if the savings rates go lower and starting to consume more, that's a good outcome. during covid, because of the ...
CNBC: Squawk Box
4/12/2024 12:37pm
... saying that they still have numbers related to the covid era. he said when youlook at charge-off numbers they were historically low and they're normalizing. in the quarter they came in at nearly $2 billion but nearly double that of a year ago but ...
CNBC: Squawk Box
4/12/2024 10:27am
... determinations. what i mean by that is during the covid-19 pandemic, just about every college and university in america that o relied on standardized testing relaxed the standards and made ...
CNBC: Worldwide Exchange
4/12/2024 9:26am
... ubs upgrading docusign. the company moved past covid h headwinds. shares up 1%. raymond james upgrading ...
CNBC: Street Signs
4/12/2024 8:03am
... emerged from the covid lockdowns, oil demand grew 1.7 million barrels a day. that is very strong and driving the oil market last year. china was the largest source of ...
CNBC: Mad Money
4/11/2024 10:58pm
... eager to sell their home won't do it because they don't want to give up their ultra low mortgage rates from the many years when rates were much lower because we had to combat covid. who wants to swap a 3% mortgage for a 7% mortgage? i don't. it's no wonder the housing ...
CNBC: Closing Bell
4/11/2024 7:38pm
... covid. we ran another 15% in 2021. a lot of that money was still being spent. we ran the fraction last year, on our way to seven, i'm afraid this year unless tax revenues bump. you've got very strong fiscal ...
CNBC: Closing Bell
4/11/2024 7:14pm
... products for their consumers. they benefited clearly in from covid with the computer sales where they needed a catalyst coming off of that after experiencing the weak sales in the early part of 2023. i think here it is. refreshing the entire line of ...
CNBC: Power Lunch
4/11/2024 6:52pm
... the whole covid experience is a huge tail wind for all the liquor and the alcoholic beverage stocks and we think they peaked out. so dump it, all right. all right. let's go to the final name. we asked you to pick a bank stock you're watching and you ...
CNBC: Power Lunch
4/11/2024 6:38pm
... where amazon is trading compare today where it was before covid. about 30% below the average of where it was trading. part of it is dislocation, and then that cost cutting. that's really what wall street wants to see, where the silicon ...
CNBC: Power Lunch
4/11/2024 6:28pm
... shut down automotive industry for mate nns, things like that. the real question is do you think seasonality is different post-covid? i think it is an interesting thought. right now, again, we're looking at inflation. we only have the cpi numbers eight times a year, whatever the ...
CNBC: Power Lunch
4/11/2024 6:04pm
... but the big issue here is even if inflation gets close to that, they're going to have to be careful. i think inflation is going to be bumpy versus the way it was flatlining pre-covid. thanks very much. if we turn from inflation to ...
CNBC: Power Lunch
4/11/2024 6:03pm
... world -- post covid world looks like in reality versus the seasonal adjustments. deirdre, back to you. actually, it's tyler and contessa today. but let me ask you a question, rick. where inflation is now, does the ...
CNBC: Squawk Box
4/11/2024 12:14pm
... boulder's gdp is up 23% over five years. a few things at work. it was the first state to legalize cannabis, gruesome tourism post-covid. the work from home phenomenon allowed people to move to their ...
CNBC: Street Signs
4/11/2024 8:35am
... series, more or less plateaued and we anticipate it will pick up again this year and next year which is not obvious. you could have imagined in the aftermath of covid that it really gets very difficult for ...
CNBC: Street Signs
4/11/2024 8:11am
... what has been remarkable since the covid crisis is how the fed and global central banks have never lost inflation credibility. if you look at inflation expectations from the university of michigan or break even inflation, they have been ...