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☆ Tension in the Middle East, hot inflation rattle stocks. Take these steps to shore up your portfolio
▼ + stars: | 2024-04-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

Conflict in the Middle East escalated over the weekend as Iran launched drones and missiles at Israel, and traders braced for a response. Investors have already been on edge as of late amid climbing oil prices and recent economic data that shows inflation is remaining sticky. Rockier times could be ahead, too, noted Paul Christopher, head of global investment strategy at Wells Fargo Investment Institute. Tax-loss harvesting involves selling losers in your taxable account and using these losses to offset realized gains within your portfolio. Extending duration involves adding exposure to bonds with greater price sensitivity to changes in rates.

Persons: Paul Christopher, Christopher, rebalancing, Gargi Pal Chaudhuri Organizations: Wells, Wells Fargo Investment Institute, Information Technology, Communications Services, BlackRock, Treasury Bond ETF Locations: Fresh, Iran, Israel, Wells Fargo, BlackRock

☆ 'You're never too young' to make this crucial money move, says BlackRock investing chief
▼ + stars: | 2024-04-15 | by ( Ryan Ermey | ) www.cnbc.com time to read: +2 min

Talk to enough old-school investing types and you're bound to hear a classic aphorism come up again and again: There are no free lunches. For younger investors though, one thing comes close to the proverbial sandwich on the house, says Gargi Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock. You're never too young," she says. Start investing early to maximize returnsChaudhuri gets it if you're young and aren't yet thinking about retirement. If you're early on in your investing journey, you don't have to think about the ins and outs of life after working just yet.

Persons: they're, you'll, Gargi Chaudhuri, It's, Chaudhuri, you've Locations: Americas, BlackRock

☆ Income investing opportunities emerge as the outlook for rate cuts moves to September
▼ + stars: | 2024-04-11 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

IEI has a 30-day SEC yield of 4.26% and carries an expense ratio of 0.15%. BINC, which is actively managed, has a 30-day SEC yield of 5.6% and a net expense ratio of 0.4%. Investors can use ETFs to tackle that space: Vanguard's Intermediate-Term Corporate Bond ETF (VCIT) has a 30-day SEC yield of 5.33%. There's also the iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) , offering a 30-day SEC yield of 5.4%. Hunting dividend payers Higher rates have overshadowed opportunities among dividend-paying stocks, which look less attractive to income investors who can find risk-free yields easily.

Persons: it's, Michael Carbone, Carbone, Gargi Chaudhuri, Collin Martin, There's, Michael Clarfeld Organizations: Dow Jones, Traders, Federal, Treasury Bond ETF, SEC, Schwab Center, Financial Research, Corporate Locations: Chelmsford , Massachusetts, BlackRock, ClearBridge

☆ BlackRock says this is the 'last best opportunity' to buy these bonds
▼ + stars: | 2024-04-05 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

"We believe the recent back up in rates is probably the last best opportunity to extend duration," wrote Gargi Pal Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock. Generally speaking, the value of a bond goes up as interest rates go down, with longer-dated bonds seeing the biggest gains. While bond funds have been seeing inflows this year, there are still plenty of investors with excess cash in short-term accounts. Different funds that offer that type of exposure include the iShares 3-7 Year Treasury Bond ETF (IEI) , the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) and the Vanguard Intermediate-Term Treasury ETF (VGIT) . Investors shouldn't go overboard with adding duration, because the long-term bonds on the market carry extra risk, Akullian said.

Persons: BlackRock's, Gargi Pal Chaudhuri, Kristy Akullian, It's, Akullian, Investors shouldn't Organizations: Treasury, Federal, Investment Company Institute, BlackRock, CNBC, Treasury Bond ETF, Research, Investors Locations: Americas, BlackRock, US10Y

☆ Rare cases of possible Alzheimer’s transmission uncovered in recipients of discontinued medical treatment
▼ + stars: | 2024-01-29 | by ( Jacqueline Howard | ) edition.cnn.com time to read: +9 min

All five adults had growth hormone deficiency as children and received pituitary growth hormones prepared in a specific way from cadavers. The treatment approach was discontinued after cases of a rare brain disorder called Creutzfeldt-Jakob disease were found to be associated with the administration of contaminated human growth hormone from cadavers. Although Alzheimer’s is not a prion disease, some separate research suggests that the two proteins that are hallmarks in Alzheimer’s disease — amyloid beta and tau — behave like prions. “This study suggests that in very rare circumstances Alzheimer’s disease may be transmitted between humans via human growth hormone from deceased donors. “I’m also intrigued by how these results may inform potential therapeutic targets and strategies in the future,” Isaacson said, regarding Alzheimer’s disease.

Persons: John Collinge, Jakob, Creutzfeldt – Jakob, Alzheimer’s, ” Collinge, ’, –, ” Dr, Susan Kohlhaas, ” Kohlhaas, “ It’s, Dr, Richard Isaacson, ”, Isaacson, “ I’m, ” Isaacson, “, Gargi Banerjee, ” Banerjee, James Galvin, Sanjay Gupta, ” Galvin, Lewy Organizations: CNN, Nature, University College London Institute, University College London, National Hospital for Neurology, Neurosurgery, Alzheimer’s Research, Science Media, Comprehensive, Brain Health, University of Miami Health, CNN Health Locations: United Kingdom, United States, United, Florida, UHealth, Creutzfeldt

☆ Why that ‘last mile’ of the inflation fight may be more challenging
▼ + stars: | 2024-01-22 | by ( Greg Iacurci | ) www.cnbc.com time to read: +5 min

Inflation measures how fast prices are rising for goods and services — anything from concert tickets and haircuts to groceries and furniture. That means further broad disinflation likely won't come from consumer goods, economists said. In fact, attacks by Houthi rebels on ships in the Red Sea threaten to disrupt a key transit corridor and may trigger higher goods inflation if it persists, El-Erian explained. While down from more than 7% last year, services inflation still sits at 5.3%. Why this may all be 'nonsense'Not all economists think the last mile of disinflation will be harder than what came before, however.

Persons: Robyn Beck, Mohamed El, We're, Gargi Chaudhuri, Houthi, Erian, Chaudhuri, Mark Zandi, Sarah House, Paul Ashworth Organizations: Afp, Getty, Allianz, Queens ' College, University of Cambridge, CNBC, Americas, BlackRock, Finance, of Labor Statistics, Labor, Moody's Analytics, Wells, Wells Fargo Economics, Capital Economics Locations: Los Angeles, U.S, Wells Fargo

The labor market continues to show resilience, with the number of job openings barely budging in late September at 9.6 million, the Labor Department said on Wednesday. Economists had predicted job openings would decline to around 9.278 million, but the number at 9.6 million was more or less in line with the revised 9.5 million a month earlier. Job openings increased in accommodation and food services with 141,000 positions added as well as in arts, entertainment, and recreation, up by 39,000. While that was below estimates of a 150,000 gain, it was an increase from the 89,000 jobs created in September. The Federal Reserve has been looking for the labor market to slow, and on Friday the government will report the number of jobs created in October.

Persons: Economists, ”, Gargi Chaudhuri Organizations: Labor Department, Federal Reserve Locations: Americas

☆ Oil prices and the dollar surged in the third quarter. These ETFs can help you reset your portfolio
▼ + stars: | 2023-09-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +7 min

.DXY 1Y mountain The dollar index hit new highs for 2023 in September. "Energy equities haven't really kept up with the energy market rally," she added. The latest iShares outlook highlighted the firm's U.S. Energy ETF (IYE) as a way to play higher oil prices. Other major funds in that category include the Energy Select Sector SPDR Fund (XLE) , the Vanguard Energy Index ETF (VDE) and the Fidelity MSCI Energy Index ETF (FENY) . Investors can outsource currency market decisions in the form of managed futures ETFs, which have exposure to currency markets in addition to other asset classes.

Persons: Gargi Chaudhuri, Morgan Stanley, Sasikanth Chilukuru, It's, Chaudhuri, Todd Sohn, Sohn, Andrew Beer, Beer, You've, Anastasia Amoroso, There's, Amoroso Organizations: Texas, BlackRock, iShares, Energy, U.S . Energy, Vanguard Energy, Fidelity MSCI Energy, Wall, U.S ., Invesco DB, Fund, WisdomTree Bloomberg, Investors, Global, Apple, Nvidia Locations: U.S, Saudi Arabia, DBi, Japan

☆ 13 Hollywood production companies making brand films that streamers like Netflix and Apple want to buy
▼ + stars: | 2023-08-09 | by ( Lucia Moses | ) www.businessinsider.com time to read: +11 min

said Marc Gilbar, who runs the brand division at Imagine Entertainment. Some are also looking to brand films to offset some of the revenue they're losing in the dual Hollywood strikes. (Brand films are often unscripted and thus aren't governed by the Hollywood unions.) They also see brand work being a positive for below-the-line workers who are idled by the work stoppage. Led by EVP Kate Oppenheim, Tribeca Studios' projects have included "We Could be King" (ESPN2) for Dick's Sporting Goods and P&G's Queen Collective series (BET).

Persons: Ben Silverman, Issa Rae's Hoorae, Kevin Hart's Hartbeat, Julian Jacobs, we've, Marc Gilbar, Samuel L, Jackson, Emma Stone, Zac Ryder, Olivia Wilde, Laurene Powell Jobs, Caitlin McGinty, It's, James Gay, Rees, Paul Martin, Kevin Hart's, Hart, Hartbeat, Brian Price, Chase Sapphire, Procter, Reese Witherspoon, Zoe Fairbourn, Ron Howard, Brian Grazer's, Ron Howard's, Bryce Dallas Howard, Gilbar, Rocco DiSpirito, General Mills, Rupert Maconik's Saville, Werner Herzog, Barry Levinson, Sugar23, Oscar, Michael Sugar, Trevor Noah's, he's, Kennedy, Matt Rotondo helms, Sugar, Mike Beck, Alexa Conway, Trevor Noah, Kate Oppenheim, HBO Max, Paul McCartney, Mary McCartney Ventureland, Kerstin Emhoff, Paul Hunter, John Battsek, Stacy's Pita Chips, Will, Jada Pinkett, REI, Gargi Organizations: Hollywood, Brands, Mattel, Netflix, Apple, UTA, Imagine Entertainment, Producers, Adobe, IBM, Anonymous, HP, Afghan Girls National Soccer Team, Showtime, Pepsi Boardwalk Pictures, Relativity Media, Super, Pepsi, REI, Unilever, Marriott, Surf League, Major League Soccer, Sam's, Gamble, Weinstein Co, Hulu, Imagine, Paramount, Saville Productions, Disney, Time Studios, Procter & Gamble, Anheuser, Busch, InBev, CAA, Studios, MSNBC, ABC, NBC, Tribeca Studios, Dick's Sporting Goods, HBO, CNN, Mobile, Stacy's, Everest, Vice Studios, Westbrook Media, Meta, Logitech, Samsung Locations: Hollywood, Subway, Magnolia

☆ CNBC Daily Open: May’s CPI reading lets Fed pause hikes
▼ + stars: | 2023-06-14 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Though the annual rate of inflation at 4% is still two times the Fed's target, it's the slowest increase since March 2021. That category tends to not reflect the current rental market because the CPI looks at the rental prices people are currently paying, not the rental prices landlords are asking for now. That leaves room for the Fed to pause its rate hikes. Traders think there's only a 10% chance the Fed will raise rates, according to the CME Group's FedWatch tool.

Persons: Stephen Stanley, Gargi Chaudhuri Organizations: CNBC, Fed, Traders Locations: U.S

☆ CNBC Daily Open: May’s CPI tells the Fed it can pause hikes
▼ + stars: | 2023-06-14 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. That category tends to not reflect the current rental market because the CPI looks at the rental prices people are currently paying, not the rental prices landlords are asking for now. That leaves room for the Fed to pause its rate hikes. Traders think there's only a 8% chance the Fed will raise rates, according to the CME Group's FedWatch tool.

Persons: Stephen Stanley, Gargi Chaudhuri Organizations: CNBC, Fed, Traders Locations: U.S

☆ Investors are betting on this high-quality ETF and beating the market
▼ + stars: | 2023-04-24 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The iShares MSCI USA Quality Factor ETF (QUAL) has emerged as the most popular ETF in the U.S. this year. The iShares ETF screens for return on equity, earnings consistency and companies with low debt-to-equity ratios. The QUAL ETF has an expense ratio of 0.15% and a three-star rating from Morningstar. Other notable quality ETFs include the JPMorgan U.S. Quality Factor ETF (JQUA) and Invesco S & P 500 Quality ETF (SPHQ) . By that measure, quality stocks outperformed in every major market in the first quarter except the U.K., which has less of a tech sector.

☆ It's too early to call a bottom for the stock market because there's more pain coming for regional banks, BlackRock strategist says
▼ + stars: | 2023-03-20 | by ( Morgan Chittum | ) www.businessinsider.com time to read: +3 min

The banking crisis hasn't fully played out so it's too soon to call a market bottom, a BlackRock strategist said. In particular, there's "more pain" headed towards smaller banks, Gargi Chaudhuri told Bloomberg TV. She added that looming regulatory changes for the banking system would likely impact stock prices. There's also "more pain to be felt" for smaller banks, the strategists said, adding that this will lead to lower credit growth — and slower economic growth as well. "The bottom line is that we think this is exactly how bear markets end," the chief equity strategist said in a note.

☆ Analysis: Awaiting key data, some investors fear Fed will overdo tightening
▼ + stars: | 2023-03-10 | by ( Davide Barbuscia | ) www.reuters.com time to read: +5 min

Some also worry that the Fed's messaging is becoming erratic as it reacts to successively weak then strong economic data. BlackRock, the world's biggest asset manager, was among the slew of big Wall Street names raising their views for how high policy rates could go, with a forecast of 6%. Reuters GraphicsFor some investors, a return to 50 and 75 basis point rate increases may be a bridge too far. "Investors fear the Fed is going to overdo it," said Jack Ablin, chief investment officer at Cresset Capital. A spate of hotter than expected data would soon show that the economy was stronger than the Fed had expected.

☆ The head of investment strategy at BlackRock's $2.2 trillion iShares Americas unit explains why the stock market has already hit its low — and lays out the 5 ways to invest now
▼ + stars: | 2023-03-10 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +4 min

But Chaudhuri believes that stocks won't hit their 2022 lows, and that any slowdown will be mild. On the other hand, the US economy has shown signs of strength so far this year, and Chaudhuri believes that when a slowdown finally comes, it'll be both relatively mild and predictable. Within the bond market, Chaudhuri specifically recommends investors use a barbell strategy to gain exposure to both ends of the yield curve. As for the equity market, Chaudhuri said that from a historical perspective, value stocks generally outperform in a macroeconomic regime characterized by higher inflation and rates. Another benefit of value stocks is that they are currently trading more cheaply than their growth counterparts.

☆ Investors share strategies to beat interest rate fears — including one that trumped the 60/40 model
▼ + stars: | 2023-03-09 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Markets are jittery now that fears that interest rates will stay higher for longer have been reignited . These are BlackRock's recommendations: Short-duration fixed income: iShares 0-3 Month Treasury Bond ETF, iShares Short Treasury Bond ETF, and iShares Treasury Floating Rate Bond ETF. Longer-duration fixed income: iShares TIPS Bond ETF, iShares Core U.S. Aggregate Bond ETF and iShares MBS ETF. "While we do not suggest investors abandon stocks all together, in a "higher for longer" environment, we believe investors should gravitate towards value-style stocks," Chaudhuri said.

☆ Stop chasing the rally in tech stocks because high interest rates and weak earnings are coming to bite, says a top BlackRock iShares strategist
▼ + stars: | 2023-02-14 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +3 min

Investors should stop chasing the rally in tech stocks as chances of the Fed softening its rates policy are slim, according to a top BlackRock iShares strategist. "The tech sector is particularly sensitive to rates and so we expect these recent gains to be transitory," Gargi Chaudhuri said. She also warned high inflation and weak earnings estimates in the tech sector could drag on stocks. "The tech sector, with its high growth rates, is particularly sensitive to rates and so we expect these recent gains to be transitory," she said in a note. Meanwhile, Chaudhuri warned of weak tech earnings estimates as another reason to bow out of the rally.

☆ Premarket stocks: Why traders are so infatuated with inflation
▼ + stars: | 2023-02-14 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +8 min

What’s happening: Investors will get some market direction clarity on Tuesday morning with the release of key inflation data. It’s not all about the Fed: Traders are infatuated with CPI, but it’s likely going to affect markets more than it will future Fed policy. “CPI is the big inflation report that affects markets more than any other,” he said. Even beyond housing, the services sector has seen year-over-year inflation higher than 3.9% every month since March 2021, said Chaudhuri. And as Powell noted in Washington last week, the stickiness of core services inflation is his greatest concern.

☆ Earnings and Fed Chair Powell will again drive markets in the week ahead
▼ + stars: | 2023-02-03 | by ( Patti Domm | In | ) www.cnbc.com time to read: +8 min

With few economic releases and the earnings season starting to wind down, an appearance by Federal Reserve Chairman Jerome Powell Tuesday could be among the newsiest events for markets in the week ahead. The Fed chair is speaking at the Economic Club of Washington D.C. at midday Tuesday. If he wanted to walk back anything, he could have done it then," said Art Hogan, chief market strategist at B. Riley. Economists said Friday's surprisingly strong jobs report should encourage the Fed to push forward with planned rate hikes. Earnings, earnings, earnings But there continues to be earnings news.

☆ Premarket stocks: Wall Street is ignoring the Fed. That could be dangerous
▼ + stars: | 2023-01-27 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +7 min

Price increases are also moderating: December brought the sixth consecutive monthly fall in consumer price index (CPI) inflation to 6.5%. That’s a change from 2022 when the Fed and the market tended to move in unison. This could mean that the upcoming Fed meeting will generate a lot of market disappointment, said Christian Scherrmann, an economist at DWS Group. The Fed flagged investors’ persistent belief in a pivot away from elevated rates as something that could hurt efforts to restore price stability. But even though the lawsuit drives at the heart of Google’s revenue machine, it could take years to play out.

☆ Investors should ignore this rally and play defense with these ETFs, BlackRock strategist says
▼ + stars: | 2023-01-25 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Investors should avoid being lured back into riskier stocks and funds by this January rally, according to a strategist at BlackRock. Wall Street is off to a solid start in 2023, with all three major averages positive in January. But the rally petered out and the broad market index fell back to a new bear market bottom, below 3,600, in October. .SPX mountain 2022-06-01 The stock market enjoyed a short-lived rally last summer. If Chaudhuri is right, investors may be well served to stick with some of the strategies that worked last year.

☆ These ETFs can help investors navigate stubbornly high inflation in 2023
▼ + stars: | 2022-12-07 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Gargi Pal Chaudhuri, head of iShares Investment Strategy Americas, said that she expects inflation to still be above 3% by the end of 2023, driven by services inflation. However, there's also the other part of inflation which is services inflation. Services inflation makes up about 60% or so of the consumer basket," Chaudhuri said. One way to play this is through infrastructure vehicles, like the iShares U.S. Infrastructure ETF (IFRA) . The iShares TIPS ETF have a total return of about -10.4% this year.

☆ BlackRock unit tells investors it's time for a new portfolio playbook
▼ + stars: | 2022-12-02 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Work your cash; buy bonds Chaudhuri said it was time to rethink the role of bonds, as a higher-rate environment sees fixed income yields rise. BlackRock also said investors can earn income in the "comparative safety" of cash-like instruments through ultra-short duration securities. Reallocate away from growth stocks Growth stocks, such as Big Tech, were an investor favorite in an era of low rates. But this year, tech stocks have been among the worst-performing sectors . Live with inflation Inflation is set to stick around, given the continued strength coming from services and shelter, according to BlackRock.

REUTERS/Brendan McDermidNov 3 (Reuters) - Investors trying to navigate this year's relentless interest rate rises have more reasons to play it safe, after a pessimistic message from the U.S. Federal Reserve clouded the outlook for asset prices. Yet Chairman Jerome Powell’s message at Wednesday’s press conference – which followed its fourth straight 75 basis-point rate increase – did little to bolster the case for a less hawkish Fed. Investors are bracing for U.S. employment data on Friday for clues on whether the Fed’s rate hikes have begun to erode the economy’s strength. Signs that inflation is beginning to slow after the Fed’s barrage of rate hikes could bolster the case for a less aggressive monetary policy in coming months. Bartolini is becoming more bullish on mortgage-backed securities, which he expects to benefit from a decline in volatility sparked by smaller rate increases.

☆ Stocks could continue to break higher as Apple, big tech report earnings in week ahead
▼ + stars: | 2022-10-21 | by ( Patti Domm | In | ) www.cnbc.com time to read: +9 min

The three major averages closed higher Friday, with the S & P 500 adding 2.37% to close at 3,752.75. Stovall said the S & P 500 had six positive moves of 1% or more in the last 17 trading days, as of Friday. Earnings, earnings, earnings About 150 S & P 500 companies report earnings in the coming week. Technically speaking Scott Redler, partner with T3Live.com, said he is watching a formation in the S & P 500 that could be positive. His first target for the S & P 500 is 3,800.

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