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☆ The S&P 500 will try to maintain its momentum next week after breaching 5,000, with key inflation data, earnings on deck
▼ + stars: | 2024-02-09 | by ( Sarah Min | ) www.cnbc.com time to read: +9 min

The S & P 500 broke past 5,000 for the first time ever this week, but investors will see if the momentum can stick in the week ahead with more inflation data and earnings results on deck. On Friday, both the S & P 500 and the Nasdaq Composite were headed for their fifth straight week of gains, and their 14th winning week in 15. FactSet data shows S & P 500 earnings are tracking to have risen 2.8% in the fourth quarter, which would be a second straight quarter of earnings growth, and some expect that positive momentum will remain intact in the weeks ahead. A cooler-than-expected print has the potential to be greeted with enthusiasm, sending the S & P 500 even higher. The S & P 500 is up by 5% this year, with Nvidia higher by more than 40%.

Persons: Jeremy Siegel, CNBC's, Siegel, Karim El Nokali, we've, Tony Welch, Dow, SignatureFD's Welch, there's, Welch, Russell, Jason Hunter, that's, Hunter, Matt Kishlansky, Biogen, Kraft Heinz, Generac Organizations: Treasury, Wharton Business, Nasdaq, Arista Networks, Marriott International, Occidental Petroleum, Deere, Applied Materials, Dow Jones, Wall, Nvidia, Arm Holdings, JPMorgan, New York Community Bancorp, Federal Reserve, Treasury Budget, Waste, CPI, MGM Resorts International, Akamai Technologies, Howmet Aerospace, Molson Coors Beverage, Hasbro, Price, Index, Philadelphia Fed, Retail, Manufacturing, Housing, PPI Locations: SignatureFD, U.S, Long, GenTrust, Albemarle, NAHB, Michigan

☆ Duff: Inflation is still the more important mandate for the Fed right now
▼ + stars: | 2024-02-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDuff: Inflation is still the more important mandate for the Fed right nowMimi Duff of GenTrust says the market is playing into this "Goldilocks" scenario -- not too hot, not too cold -- and can the labor market become more normalized without spiking inflation.

Persons: Duff, Mimi Duff, GenTrust Organizations: Fed

☆ Wells Fargo's Paul Christopher says, there's value in energy and likes these non-tech sectors
▼ + stars: | 2024-01-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWells Fargo's Paul Christopher says, there's value in energy and likes these non-tech sectorsPaul Christopher, Wells Fargo Investment Institute head of global investment Strategy and Mimi Duff, Gentrust Managing Director, join 'Closing Bell: Overtime' to discuss opportunities in the market.

Persons: Wells Fargo's Paul Christopher, Paul Christopher, Mimi Duff Organizations: Wells Fargo Investment Institute, Gentrust Locations: Wells Fargo

☆ Wall Street will try to keep the November momentum going in the final month of 2023
▼ + stars: | 2023-12-01 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Wall Street will endeavor to keep the November momentum going in the final month of 2023, as investors look for a broadening out of the rally that has been dominated this year by a handful of tech names. It also marked the best monthly performance for the S & P 500 and Nasdaq Composite since July 2022. While the S & P 500 cap-weighted index climbed more than 18% this year, the equal-weighted index is up by just over 4%. They highlight the attractive relative valuation of value stocks compared to growth stocks, as well as the significant underweighting of value names in portfolios by traders. And the question is, is it going to be in 2024, is it going to be 2025 or in 2026?

Persons: Stocks, Hogan, Olivier Sarfati, GenTrust's Sarfati, Carlos Asilis, Asilis, FactSet, nonfarm payrolls, They're, TK, Nonfarm Organizations: Dow Jones, Dow, Nasdaq, Treasury, Riley, Apple, Nvidia, Meta, Microsoft, Tesla, Expedia, Paramount Global, Russell, Glovista Investments, PMI, Services PMI, ADP, Labor, Consumer Credit, Broadcom Locations: U.S, Michigan

☆ GenTrust's Mimi Duff on the appeal of bonds: We believe in diversified portfolios
▼ + stars: | 2023-11-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGenTrust's Mimi Duff on the appeal of bonds: We believe in diversified portfoliosMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, the Treasury market, and more.

Persons: Mimi Duff, GenTrust Organizations: Treasury

☆ Some of the trillions parked in cash may trickle back in to stocks now that the market's rallying
▼ + stars: | 2023-11-15 | by ( Bob Pisani | ) www.cnbc.com time to read: +5 min

2023: The year of chasing yield Investors historically chase after stock performance, but 2023 has been the year of chasing after yield performance. This year, the combined assets under management at money market funds grew to a record $6 trillion. There have been large inflows into short-term Treasury funds like the Vanguard Short-Term Treasury ETF (VGSH) and, surprisingly, even into long-term Treasury ETFs like the iShares 20+Year Treasury Bond ETF (TLT). Still, some think a large chunk of the money in short-term Treasuries and money markets is "scared money" and will be "sticky." Those institutional investors "Don't want any money in cash because it will lag behind the stock market," he told me.

Persons: Paul McCulley, they're, Mark Lehman, Eric Balchunas, Jeff Seyffart, Alec Young, Steve Sosnick, Jim Besaw, Besaw, Mike O'Rourke, JonesTrading, Matt Maley, Miller Tabak, Chris Murphy Organizations: Federal, CNBC, Citizens JMP Securities, Treasury, Treasury Bond ETF, Bloomberg, Schwab Money Fund, MapSignals, Interactive Brokers, Gentrust, UBS Locations: Susquehanna

☆ Duff: We're overweight in fixed income with a preference for the front-end
▼ + stars: | 2023-11-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDuff: We're overweight in fixed income with a preference for the front-endMimi Duff, Managing Director at GenTrust, discusses investing in bonds and the upcoming Treasury auction.

Persons: Duff, Mimi Duff

☆ GenTrust's Mimi Duff explains why she's underweight on stocks
▼ + stars: | 2023-10-27 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGenTrust's Mimi Duff explains why she's underweight on stocksMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss the latest market trends, why she's underweight stocks, impact of the Fed's rate hike campaign, housing market, and more.

Persons: Mimi Duff, GenTrust

☆ Even as the labor market softens the Fed won't be pivoting anytime soon, says Clearbridge's Schulze
▼ + stars: | 2023-09-05 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEven as the labor market softens the Fed won't be pivoting anytime soon, says Clearbridge's SchulzeMimi Duff, GenTrust managing director and Jeff Schulze, Clearbridge Investments chief investment strategist join 'Closing Bell Overtime' to talk the day's market action and what's ahead for the U.S. economy.

Persons: Clearbridge's Schulze Mimi Duff, GenTrust, Jeff Schulze Organizations: Clearbridge Investments Locations: U.S

☆ Duff: Have a diversified portfolio with TIPS and real assets
▼ + stars: | 2023-08-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDuff: Have a diversified portfolio with TIPS and real assetsMimi Duff, Managing Director at GenTrust, discusses the Fed, inflation, and how to position your portfolio.

Persons: Duff, Mimi Duff

☆ We're seeing stricter lending standards for all Americans, says GenTrust's Mimi Duff
▼ + stars: | 2023-05-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're seeing stricter lending standards for all Americans, says GenTrust's Mimi DuffMimi Duff, GenTrust managing director, and Robert Dishner, Neuberger Berman senior fixed income portfolio manager, join 'Squawk Box' to preview the Fed's two-day policy meeting, and whether developments in the banking sector might influence the Fed's next move.

☆ Watch CNBC's full interview with GenTrust's Mimi Duff
▼ + stars: | 2023-04-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with GenTrust's Mimi DuffMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss Jamie Dimon's comments from his annual letter, Duff's thoughts on a potential recession, and where the economy stands in turmoil created by the banking crises.

☆ Financial turmoil from bank collapses aren't over: GenTrust's Duff
▼ + stars: | 2023-04-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinancial turmoil from bank collapses aren't over: GenTrust's DuffMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss Jamie Dimon's comments from his annual letter, Duff's thoughts on a potential recession and where the economy stands in the turmoil created from the banking crises.

☆ Watch CNBC's full interview with GenTrust's Mimi Duff and Horizon Investments' Zachary Hill
▼ + stars: | 2023-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with GenTrust's Mimi Duff and Horizon Investments' Zachary HillMimi Duff, managing director at GenTrust, and Zachary Hill, Zachary Hill, head of portfolio management at Horizon Investments, join 'Squawk Box' to discuss what's happening in the economy, whether equities could make a move higher, and more.

☆ The U.S. economy looks pretty strong and will feed into corporate profits, says Horizon's Hill
▼ + stars: | 2023-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe U.S. economy looks pretty strong and will feed into corporate profits, says Horizon's HillMimi Duff, GenTrust advisor and managing director, and Zachary Hill, Horizon Investments head of portfolio strategy, join 'Squawk Box' to discuss what's happening in the microeconomic economy, if equities could make a move higher and more.

☆ The tech layoffs could spill into other sectors, says CIC's Malcolm Ethridge
▼ + stars: | 2023-01-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe tech layoffs could spill into other sectors, says CIC's Malcolm EthridgeMimi Duff, managing director at GenTrust, and Malcolm Ethridge, CIC Wealth Management executive vice president, join 'Squawk Box' to discuss why it'll be tough for earnings results, what investors are most focused on, and more.

☆ Emerging markets are a top investing trend for 2023. Here's the best way to take advantage
▼ + stars: | 2023-01-23 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +6 min

The iShares MSCI emerging market Asia exchange traded fund is up 11% and the iShares core MSCI emerging markets ETF is up more than 10% since the year began. For Kotler, it's emerging market bonds, where his firm has an overweight rating as opposed to a neutral rating on equities. One other factor that should help emerging market countries outperform in 2023 is the winding down of the strength of the U.S. dollar. Some top emerging market bond funds include the iShares JP Morgan USD Emerging Markets Bond ETF , the Vanguard Emerging Markets Government Bond ETF and the VanEck JP Morgan EM Local Currency Bond ETF. Of course, the downside to large emerging market funds is that they tend to be most heavily weighted to China, as it's the largest emerging market country.

☆ The stock market set-up heading into the crucial CPI report Thursday morning
▼ + stars: | 2023-01-12 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

Bespoke Investment Group noted that in the first seven trading days of 2023, 175 stocks in the Russell 1000 are up 10% or more. Going into 2023, the pain trade was that the market would rally. "An in-line report doesn't cut it, in-line has already been sold," Chris Murphy, co-head of derivative strategy at Susquehanna, told me. "In my mind it [CPI] would have to be below consensus for the market to rally," he told me. He is particularly watching rental costs: "For inflation to come down, rents have to come down, and if they don't the Fed is going to be concerned."

☆ Wall Street is turning the chapter in this bear market, says Kestra CIO Kara Murphy
▼ + stars: | 2022-12-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWall Street is turning the chapter in this bear market, says Kestra CIO Kara MurphyKara Murphy, chief investment officer at Kestra Investment Management, and Mimi Duff, managing director at GenTrust, join CNBC's 'Squawk Box' to break down potential investment strategies ahead of the open.

☆ A mild recession next year is baked into the market, says GenTrust's Mimi Duff
▼ + stars: | 2022-11-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA mild recession next year is baked into the market, says GenTrust's Mimi DuffMimi Duff, managing director at GenTrust, joins CNBC's 'Squawk Box' to discuss her forecast for a future U.S. recession and her market outlook ahead of the open.

☆ Investors are focused on the upcoming inflation report, says Voya's Barbara Reinhard
▼ + stars: | 2022-11-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors are focused on the upcoming inflation report, says Voya's Barbara ReinhardMimi Duff, GenTrust managing director, and Barbara Reinhard, head of asset allocation at Voya Investment Management, join CNBC's 'Squawk Box' to discuss their expectations for the upcoming inflation report.

☆ Premarket stocks: The strong dollar has an unexpected victim
▼ + stars: | 2022-10-18 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +6 min

New York CNN Business —The strong dollar has been a headwind for blue chip US companies in the Dow and S&P 500 this year. And the Russell 2000, another index of mostly smaller companies, is down 25%, too. Also, the dollar is so strong — the US Dollar Index, which tracks the greenback against the euro, pound, yen and several other currencies has soared 18% this year — it’s making foreign imports cheaper. But real estate stocks have been slammed by worries about a housing and office real estate slowdown. And multinational companies and foreign stocks will fare more poorly than smaller companies with little to no international exposure.

☆ The Fed has to balance its latest rate hike with trying not to tank the economy. Here's what to know.
▼ + stars: | 2022-09-21 | by ( Phil Rosen | ) www.businessinsider.com time to read: +7 min

Today, I'm breaking down what to know about the Fed's third jumbo rate hike, and how markets could look in its aftermath. In this March 21, 2018, file photo, Federal Reserve Chairman Jerome Powell speaks following the Federal Open Market Committee meeting in Washington. A third, outsized rate hike is an unprecedented move by the Federal Reserve. For this meeting in particular, billionaire David Rubenstein warned that a 100-basis-point hike this week would shock and depress markets and investors. What's on deck for markets after a third consecutive large rate hike?

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