Name: ナスダックが記録を更新したため、ウォール街で株式が急騰 (Stocks surge on Wall Street as Nasdaq hits record)
Uploaded: 2021-01-14T09:23:33.000Z
Duration: 7 min 37 s
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最上級形容詞

Of course, with the markets the Dow's best day since June, stocks continue to stage that strong rebound.

未来形

Jim, I guess this is the market saying the virus is a big story, but maybe the worst has passed or it's not gonna be as bad as some originally feared.

Yeah, I think that's I think that's a logical conclusion.

I think it's also fair to say that there will be some repercussions and the repercussions will be transient.

I think after the close today, I should know, since I just bought shares.

But you know, what do they say about Disney?

I'll say just one person's anecdotal reports.

I thought the airports and airplanes were really empty.

So do airlines come out and say something?

Look, all of this should be localized to the first quarter, but we have to expect that there will be some reports of negative impact from the Corona virus and that should give buying up.

I'm going to use a word that you've talked about often recently, and that's liquidity to me.

This disk mark, it comes down to liquidity versus the virus, and liquidity is winning right now 100% to me that it's remarkable the price performance for the S and P over the last two days.

Manufacturing a good but okay alphabet last night had a slight mis disappointed the market.

It's about liquidity in a geographic region that needed it really bad.

China stimulating global central banks are engaged.

Central bank is very much in play there still the belief you gotta put your money somewhere in this environment and why not here And yes, I'm not trying to minimize it in any way, shape or form what's happening globally with the Corona virus.

But to me, it seems like that's how the market has voted.

Yeah, and I also think the fact that it really has not built mo mentum in headlines here in the U.

And we have not seen, thankfully the spread domestically here in the U.

It seems to be somewhat isolated to Asia.

Started the very first day of 2020 when the PBOC cut the reserve rate requirement 50 basis points and now they're committing 50 something $1,000,000,000 more to the market.

That's the one economy and market that needed it most.

And it just adds the liquidity, the liquidity.

So Tony Dwyer, our friend he's frequently on the show, says you've got four fundamental reasons for optimism to remain in place.

Money's widely available number two economy here is doing well and you have an inflection In the global economy, things are better in Europe and it may be elsewhere too.

You know, we talked about that yesterday, right?

With the PM eyes being a little better in the eurozone and in Germany, u K.

And then here, of course, as well as new orders here in the iess and report the CDC.

Yes, yesterday I thought, gave us more confidence in terms of having a better handle on things.

No, it's not solved, but at least we feel a little bit better.

But I have to tell you, I think this is all about earnings today.

We've had some really good numbers come out today.

Emerson came in line, but they actually better free cash flow.

This is an industrial that has a ton of exposure to China.

And as a result, all the industrials are rallying.

Nxb I we're all worried about auto auto actually beat expectations.

Remember how earnings growth the way your point.

Growth was negative as we started and sort of got going.

Positive I'm not saying is gangbusters, but one and 1/2 percent to the plus side rather than negative.

And it's not just that it's margins as well.

I mean, even I look a Clorox and that's the reason that stock is surging today.

Well, organic was a little bit better flat instead of down, too.

But margins actually was better were better than expected.

Ralph Lauren guiding to the high end of expectations, North America same store sales at 4%.

I could list five other companies other than Google, that had really good numbers.

And I think that's very, very encouraging.

And I think at the end of the day, we're probably 34% for this quarter.

And I wasn't expecting anything near that.

You know that I'm a earnings bull, right?

I thought that this was gonna be the trough.

If this is the trough, then we have a lot to look forward to into a 20 year thing.

You talked about a lot, at least in from, ah, global manufacturing standpoint.

That number yesterday got a lot of people thinking that.

Okay, maybe the worst is certainly behind you.

You do a 50 after you're thinking you're gonna be stuck in the forties for a bit that we have to.

Has lagged all the other developed countries.

PM I So if that hadn't come in above 50 no expectations were lower.

Now step, You and I were talking about this before the show started.

Is that risk on or is that a response to Emerson?

And I've got a I'm gonna disagree with you, Okay?

Because Emerson, I just look at the sales 19 billion.

I don't know that that's really the bellwether that I look at, but I will say, Look, it's a mixed bag, all right?

Cause you got auto sales yesterday that were much better than expected.

On the other hand, you've got Google that just missing on revenues is not really what you like to see and what I'm putting it all together.

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ナスダックが記録を更新したため、ウォール街で株式が急騰 (Stocks surge on Wall Street as Nasdaq hits record)

stick

conscious

negative

spectacular