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☆ Fundstrat's Tom Lee: Inflation is going to 'cool pretty dramatically' in the second half of 2024
▼ + stars: | 2024-05-06 | 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 EmailFundstrat's Tom Lee: Inflation is going to 'cool pretty dramatically' in the second half of 2024Tom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk Box' to discuss the latest market trends, why he believes investors are too cautious and the 'fear of May' will turn into 'buy in May', inflation outlook, impact on the Fed's interest rate decision, and more.

Persons: Tom Lee Organizations: Fundstrat Global Advisors

☆ Inflation improving will 'lift clouds' and allow markets to do well, says Fundstrat's Tom Lee
▼ + stars: | 2024-05-02 | 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 EmailInflation improving will 'lift clouds' and allow markets to do well, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk on the Street' to discuss how Lee is digesting the latest earnings results, how labor factors into the inflation picture, and more.

Persons: Tom Lee Tom Lee, Lee Organizations: Fundstrat Global Advisors

☆ Tom Lee says the bar is lower for the Fed to cut and so stocks are set to do ‘quite well’
▼ + stars: | 2024-05-02 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Cracks might finally be forming in the Federal Reserve's firm hawkish stance, according to Fundstrat Global Advisors' Tom Lee. As investors expected, the Fed kept interest rates unchanged after central bank policymakers had their meeting. "That's not really an inflationary signal, so I think the bar is actually being lowered now for the Fed to cut and I think that's something many people picked up." All in all, Lee thinks there's a "good probability" that interest rates are currently at their peak. If inflation does indeed improve in the next few months and interest rates fall, he has optimistic prospects for stocks.

Persons: Tom Lee, Lee, That's, Jerome Powell, We're, Powell, there's Organizations: Fundstrat Global, Starbucks, Fed, Investors

☆ Tom Lee: Market is in a good position to rally 'as long as inflation tracks better than expected'
▼ + stars: | 2024-04-22 | 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 EmailTom Lee: Market is in a good position to rally 'as long as inflation tracks better than expected'Tom Lee, Fundstrat Global Advisors co-founder, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Monday.

Persons: Tom Lee Organizations: Fundstrat Global Advisors

☆ Israel and Iran: All-out war, or measured retaliation?
▼ + stars: | 2024-04-19 | by ( Natasha Turak | ) www.cnbc.com time to read: +5 min

Atta Kenare | AFP | Getty Imageswatch nowBut a full-blown conventional war would be devastating to both sides and highly destabilizing for the Middle East. Are these tit-for-tat blows between Israel and Iran clear evidence of all-out war, or carefully calibrated retaliation strikes? "With Israel's apparent strikes on Iran today, retaliating for Iran's attack on Israel last Sunday, we now have a direct nation-on-nation hot war," he told CNBC's "Capital Connection" Friday. 'Ball is back in Iran's court'Not everyone agrees that the line into wider war has been crossed, however. Within hours of the Israeli strikes, risk assets were already on their way back down, with international oil benchmark Brent crude turning lower for the session after a brief spike.

Persons: Atta Kenare, Benjamin Netanyahu, Joe Biden, Netanyahu, Ebrahim Raisi, Clay Seigle, CNBC's, Ehud Olmert, CNBC's Dan Murphy, Olmert, Ian Bremmer, Michael Singh, Israel, Rob Casey, Casey Organizations: AFP, Getty, Washington, Rapidan Energy Group, Israeli, Military, Israel, Eurasia Group, National Security Council, Wall Street, Signum Global Advisors, Anadolu, International Atomic Energy Agency, Brent Locations: Palestine Square, Tehran, Israel, Iran, U.S, Damascus, Gulf of Oman, Hormuz, Anadolu

☆ Israel-Iran conflict: Israel strike 'not the most' escalatory path it could've taken, analyst says
▼ + stars: | 2024-04-19 | 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 EmailIsrael-Iran conflict: Israel strike 'not the most' escalatory path it could've taken, analyst saysRob Casey, partner and senior analyst at Signum Global Advisors, says "the ball is back in Iran's court."

Persons: Rob Casey Organizations: Israel, Signum Global Advisors Locations: Iran, Israel, Iran's

☆ This dip will be bought as there's a lot less leverage in the market, says Fundstrat's Tom Lee
▼ + stars: | 2024-04-15 | 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 EmailThis dip will be bought as there's a lot less leverage in the market, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing director, joins 'Squawk on the Street' to discuss if a 'buy the dip' call is more challenging when it involves geopolitics, if Lee's year-end price targets have changed, and more.

Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors

☆ Fed can't argue against three hotter-than-expected inflation reports, says Fundstrat's Tom Lee
▼ + stars: | 2024-04-12 | 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 EmailFed can't argue against three hotter-than-expected inflation reports, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing director, joins 'Closing Bell' to discuss what changed this week, if the last mile of inflation will be harder than initially thought, and more.

Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors

☆ Physical gold offers more protection than mining stocks, says State Street’s George Milling-Stanley
▼ + stars: | 2024-04-11 | by ( Josephine Rozzelle | ) www.cnbc.com time to read: +1 min

Investors looking to weather a volatile market may want to opt for physical gold over gold stocks. That's according to George Milling-Stanley, one of the world's experts in gold and the chief gold strategist at State Street Global Advisors. "One of the reasons I own gold bar(s) is that I believe it offers me some protection against potential weakness in the equity market," Milling-Stanley told CNBC's "ETF Edge" this week. "When the equity market goes down, gold mining stocks remember that they're equities, and they tend to go down with the general level of the equity market. Milling-Stanley's firm runs two exchange-traded funds that track the performance of the spot price of gold: the SPDR Gold Shares ETF (GLD) and SPDR Gold MiniShares Trust (GLDM).

Persons: George Milling, Stanley, CNBC's, they're, GLDM, — Organizations: State Street Global Advisors, MiniShares, Milling

☆ State Street's George Milling-Stanley on the booming trade in gold ETFs
▼ + stars: | 2024-04-08 | 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 EmailState Street's George Milling-Stanley on the booming trade in gold ETFsGeorge Milling-Stanley, chief gold strategist at State Street Global Advisors, sits down with CNBC's Bob Pisani on the 'Halftime Report: ETF Edge' to discuss where gold is headed from here, who's buying into the commodity, and more.

Persons: George Milling, Stanley, CNBC's Bob Pisani Organizations: George Milling, State Street Global Advisors

☆ Five stocks to buy and hold for the long term, according to the pros
▼ + stars: | 2024-04-02 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +8 min

CNBC Pro asked three fund managers for their stock picks to to buy now and hold for the longer term. The average price target for PepsiCo is $186.77, according to FactSet data, giving it potential upside of 6.7%. According to Factset data, of 30 analysts, 18 give the stock a buy or overweight rating while 12 have a hold rating. According to FactSet data, of 18 analysts, 14 give the stock a buy or overweight rating, three have a hold rating and one has a sell rating. The average price target for PDD is $180.12, according to FactSet data, giving it potential upside of 54.9%.

Persons: David Dietze, PepsiCo Dietze, Dietze, Bud Light, Michael Field, Edenred, Jason Hsu, Hsu, OpenAI, Elon Musk, Sam Altman, Greg Brockman, Altman Organizations: Wealth Management, CNBC Pro, PepsiCo, Coca Cola, Anheuser, Busch, Brussels Stock Exchange, New York Stock Exchange, Euronext Paris Stock Exchange, Microsoft, Rayliant Global Advisors, OpenAI, Nasdaq Locations: Belgian, U.S, South America, Europe, Edenred, China

☆ In AI rivalry with the U.S., China is behind on a key asset: Its own OpenAI
▼ + stars: | 2024-03-31 | by ( Rebecca Fannin | ) www.cnbc.com time to read: +4 min

In China, which is angling to produce its own chips or get more from Nvidia, no dominant gen AI contender to OpenAI has emerged yet among dozens of Chinese tech titans and startups. Last year, funding of gen AI upstarts accounted for nearly half of $42.5 billion invested globally in artificial intelligence companies, according to CB Insights. "China is at a big disadvantage in building the foundation models for Gen AI," said Rui Ma, an AI investor and co-founder of investment syndicate and podcast TechBuzz China. China does have the tech talent to make a difference in the AI rivalry in the years ahead. Additionally, among top-tier AI researchers working at U.S. institutions, 38% have China as their country of origin, compared with 37% from the U.S.New Chinese gen AI market entries can also reach mass adoption quickly.

Persons: Ernie Bot, OpenAI, Paul Triolo, Jenny Xiao, Rui Ma, Triolo, Sora, Ma, Marco Polo, Baidu's, Ernie, Leong Organizations: Global, Trade, Hangzhou International, Nvidia, tech titans, titans Microsoft, Google, Amazon, U.S, Dentons Global Advisors, Leonis Capital, OpenAI, Paulson Institute, U.S ., Samsung, Apple, Baidu Locations: Hangzhou, Zhejiang Province, China, Washington ,, Silicon, San Francisco, The U.S, U.S, OpenAI

☆ Plenty of markets for BYD to pursue growth even when the U.S. is closed to it: Asset management firm
▼ + stars: | 2024-03-27 | 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 EmailPlenty of markets for BYD to pursue growth even when the U.S. is closed to it: Asset management firmJason Hsu of Rayliant Global Advisors says that there will be "fierce" competition and consolidation amongst China's EV players and thinks BYD, Geely and Xiaomi will emerge as the winners.

Persons: Jason Hsu Organizations: BYD, Rayliant Global Advisors Locations: U.S

☆ Bank of Japan will be fairly cautious in path to policy normalization
▼ + stars: | 2024-03-27 | 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 EmailFixed income strategist: Bank of Japan has a lot to consider in its path to policy normalizationKheng Siang Ng of State Street Global Advisors says Bank of Japan won't hike rates for the sake of policy normalization as "it wants the economy to grow".

Persons: Siang Ng Organizations: Bank of Japan, Street Global Advisors

☆ Fed rate cuts will be a tailwind for small caps, says Fundstrat's Tom Lee
▼ + stars: | 2024-03-15 | 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 EmailFed rate cuts will be a tailwind for small caps, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Closing Bell' to discuss buying the dip and making the bull case for small caps.

Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors

☆ CNBC Daily Open: U.S. retail sales in sharp focus
▼ + stars: | 2024-03-14 | by ( Sumathi Bala | ) www.cnbc.com time to read: +1 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Stocks end mixedWall Street ended mixed Wednesday, dragged down by tech stocks as investors await key updates on retail sales and producer prices. "If you have a position that does not cost you ever to lose an employee, it's not a position," Karp said in an interview on CNBC. [PRO] China stocks worth the riskChinese stocks are a "risk worth taking," said Jason Hsu, chairman and chief investment officer of Rayliant Global Advisors.

Persons: Israel, Alex Karp, it's, Karp, Jason Hsu Organizations: CNBC, Nasdaq, Dow, House, U.S . House, Ford Motor, General Motors, Mercedes, Benz, Rayliant Global Advisors Locations: Israel, China

☆ Chinese stocks are 'a risk worth taking,' asset manager says — naming 2 he likes
▼ + stars: | 2024-03-14 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

There may be a lot of caution with investing in Chinese stocks — but asset manager Jason Hsu sees opportunities to play the market. "Chinese stocks are trading at the cheapest they've ever been. The Chinese economy and stock market have been dogged by declining foreign investments and a prolonged property market slump. Hsu suggests that investors allocate around 7% to 8% of their portfolio to Chinese stocks. 'A great growth story' When it comes to the Chinese market, Hsu views state-owned food and beverage company Kweichow Moutai as good short-term play.

Persons: Jason Hsu, Hsu, Moutai, Warren Buffett, Tesla, BYD Organizations: Rayliant Global Advisors, CNBC Pro, Shanghai, Shanghai Stock Exchange, FTSE, China Consumer, Toyota, U.S, Ferrari, Hong Kong Locations: China, Japan, FTSE China, U.S, Europe, Hong Kong and New York

☆ CNBC Daily Open: U.S. consumer spending data looms
▼ + stars: | 2024-03-14 | by ( Sumathi Bala | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Asia stocks mixedAsia markets were mixed Thursday as investors assessed Japan's spring wage negotiations. "If you have a position that does not cost you ever to lose an employee, it's not a position," Karp said in an interview on CNBC. [PRO] China stocks worth the riskChinese stocks are a "risk worth taking," said Jason Hsu, chairman and chief investment officer of Rayliant Global Advisors.

Persons: Topix, Israel, Alex Karp, it's, Karp, Jason Hsu Organizations: CNBC, Nikkei, Bank of Japan, Nasdaq, Dow, Ford Motor, General Motors, Mercedes, Benz, House, U.S . House, Rayliant Global Advisors Locations: Asia, Israel, China

☆ Markets rallying after hot CPI print is a good sign, says Fundstrat's Tom Lee
▼ + stars: | 2024-03-12 | 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 EmailMarkets rallying after hot CPI print is a good sign, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk on the Street' to discuss the current market environment, any tactically treacherous market territory, and if there's a little bit of a bubble in equity markets.

Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors

☆ Fundstrat's Tom Lee sees opportunities in small-caps this year
▼ + stars: | 2024-03-08 | 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 EmailFundstrat's Tom Lee sees opportunities in small-caps this yearTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'The Exchange' to discuss where the markets could be heading, how to position, and more.

Persons: Tom Lee Organizations: Fundstrat Global Advisors

☆ A 'new narrative' about the Chinese economy is emerging: Asset management firm
▼ + stars: | 2024-03-07 | 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 'new narrative' about the Chinese economy is emerging: Asset management firmJason Hsu of Rayliant Global Advisors gives his take on China's latest trade data, especially on China's rising exports of critical minerals.

Persons: Jason Hsu Organizations: Rayliant Global Advisors

☆ Nikki Haley has 'no path' to the Republican nomination, former U.S. ambassador says
▼ + stars: | 2024-03-06 | 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 EmailNikki Haley has 'no path' to the Republican nomination, former U.S. ambassador saysLew Lukens, senior partner at Signum Global Advisors and former U.S. ambassador, says "this is Trump's nomination at this point."

Persons: Nikki Haley, Lew Lukens Organizations: Republican, Signum Global Advisors Locations: U.S

☆ Expect a broadening in market participation once rates come down, says Sand Hill’s Brenda Vingiello
▼ + stars: | 2024-03-06 | 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 EmailExpect a broadening in market participation once rates come down, says Sand Hill’s Brenda VingielloBrenda Vingiello, Sand Hill Global Advisors CIO, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Wednesday.

Persons: Sand, Brenda Vingiello Brenda Vingiello Locations: Sand

☆ Fundstrat's Tom Lee says the market is showing some signs of fatigue, urges investors to be 'patient'
▼ + stars: | 2024-02-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Lee anticipates a positive setup for markets over the next 12 months, but views some signs of market fatigue in the near term after rallying for the better part of the last 16 weeks. Some investors have turned slightly cautious in recent sessions following hotter-than-expected reports on consumer and producer prices in January. However, Lee views the print as a reflection of "difficult seasonals" as companies lift prices in January, and expects the narrative to reverse course in February. Given this setup, Lee is urging investors sitting on cash to consider slowly dip their toes into the market during periods of weakness and remain "patient." "Patient money is really the money that's been working the last few years," he said.

Persons: Tom Lee, Lee, that's Organizations: Fundstrat Global

☆ 'Patient money' is the money that's been working the last few years, says Fundstrat's Tom Lee
▼ + stars: | 2024-02-21 | 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 Email'Patient money' is the money that's been working the last few years, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk Box' to discuss the latest market trends, why he expects stocks to draw-down at some point in the first half, inflation outlook, state of bitcoin, and more.

Persons: that's, Tom Lee Tom Lee Organizations: Fundstrat Global Advisors Locations: bitcoin

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