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CNBC's "Fast Money"

Fast Money 07/18/18

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 18 July 2018

⏱️ 32 minutes

🧾️ Download transcript

Summary

Listen To Our Traders Take You Behind the Money...How To Play the Volatility...Pops and Drops: The Movers You Missed

Transcript

Click on a timestamp to play from that location

0:00.0

We're also seeing some more headlines.

0:01.3

Abandoned is predicting that Donald Trump will win in 2020.

0:04.9

Let's trade all this start off with what was probably the most surprising comments.

0:08.1

And that was the hawkish tone, hawkish in terms of China from Larry Kudlow, didn't hurt stocks today guy.

0:13.7

Didn't hurt stocks at all.

0:15.7

I thought Larry, first of all I thought Larry looked great and he sounded fantastic.

0:19.2

He made some really salient points.

0:21.0

You thought his comments would hurt the market?

0:22.4

Clearly it doesn't.

0:23.5

I'd say what's sort of the most interesting thing to me at a very interesting day

0:27.4

with the comments out of Mary Airdos from J.P. Morgan.

0:29.6

She mentioned what concerns her, what gives her ways on her, the violent moves they're seeing in currencies,

0:35.7

not least of which is the US dollar, something that Dan and Tim have talked about.

0:39.1

And the other thing, something they spend an inward amount of time and money on,

0:42.4

cyber security, which really justifies

0:45.4

the move you've seen in Palo Alto network.

0:47.2

So Larry did his thing, it didn't have any effect on the market, but what I take away with those

0:51.5

two comments, the fact that the currency moves concern

0:54.1

her and the amount of money being spent on cyber security.

0:56.1

The Dixie is almost at a one-year high here, Tim.

0:58.1

Yeah, I have to tell you, you know, for a guy that thinks and has thought that the dollar was

1:01.6

going to run out of gas at 95 in the Dixie.

...

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