Wall Street Breakfast
Bill Ackman bets against the long bond
Bill Ackman hedges with a 30-year Treasury short as yields could hit 5.5%. Tesla China deliveries drop to 2023 low. New names in the BofA Alpha Surprise Portfolio.
Read a transcript of this episode at Seeking Alpha.
Show Links
Labor productivity turns in strong gain in Q2, labor costs rise less than expected
DXC Technology slumps 25% after Q1 results bring rating cuts at Wall Street
ConocoPhillips slips after Q2 miss, raises full-year production guidance
Qualcomm stumbles as analysts question guidance, 'structural uncertainties'
Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2
Read a transcript of this episode at Seeking Alpha.
Show Links
Labor productivity turns in strong gain in Q2, labor costs rise less than expected
DXC Technology slumps 25% after Q1 results bring rating cuts at Wall Street
ConocoPhillips slips after Q2 miss, raises full-year production guidance
Qualcomm stumbles as analysts question guidance, 'structural uncertainties'
Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2
- Broadcast on:
- 03 Aug 2023
Bill Ackman hedges with a 30-year Treasury short as yields could hit 5.5%. Tesla China deliveries drop to 2023 low. New names in the BofA Alpha Surprise Portfolio.
Read a transcript of this episode at Seeking Alpha.
Show Links
Labor productivity turns in strong gain in Q2, labor costs rise less than expected
DXC Technology slumps 25% after Q1 results bring rating cuts at Wall Street
ConocoPhillips slips after Q2 miss, raises full-year production guidance
Qualcomm stumbles as analysts question guidance, 'structural uncertainties'
Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2
Read a transcript of this episode at Seeking Alpha.
Show Links
Labor productivity turns in strong gain in Q2, labor costs rise less than expected
DXC Technology slumps 25% after Q1 results bring rating cuts at Wall Street
ConocoPhillips slips after Q2 miss, raises full-year production guidance
Qualcomm stumbles as analysts question guidance, 'structural uncertainties'
Anheuser-Busch InBev rallies after recording 7% revenue growth in Q2