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☆ Investments that are good for both the climate & economy completely overlap: Guggenheim's Schwartz
▼ + stars: | 2024-03-18 | 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 EmailInvestments that are good for both the climate & economy completely overlap: Guggenheim's SchwartzCNBC's Brian Sullivan interviews Alan Schwartz, Guggenheim Partners, from the CERAWeek conference in Houston, Texas.

Persons: Guggenheim's Schwartz, Brian Sullivan, Alan Schwartz Organizations: Investments, Guggenheim Partners Locations: Houston , Texas

☆ WeightWatchers CEO just sent an internal memo to employees as stock crashes, amid debt concerns, Oprah exit
▼ + stars: | 2024-03-14 | by ( Eric Rosenbaum | ) www.cnbc.com time to read: +6 min

But since then WW shares have suffered heavy selling, dropping to a new 52-week low on Thursday. The stock, due to its debt load and short interest, as well as the general anxiety about the impact of the new weight loss drugs, is subject to heightened volatility. In the memo, Sistani told employees she wanted "to take a moment to address some of the breathless media coverage." WW shares closed at $1.87 on Thursday. It noted that WW was among companies from the weight loss industry involved in the TV event.

Persons: Oprah Winfrey, Sistani, Eli Lilly, Sima Sistani, Guggenheim, Oprah, Winfrey Organizations: CNBC, Nordisk, Guggenheim Partners, Guggenheim, WeightWatchers Clinic, FDA, WeightWatchers, National Museum of, ABC

☆ One risk for 2024 is that the Fed has to fight against a 'very stimulative' fiscal policy: CIO
▼ + stars: | 2024-02-26 | 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 EmailOne risk for 2024 is that the Fed has to fight against a 'very stimulative' fiscal policy: CIOAnne Walsh from Guggenheim Partners Investment Management talks about a bifurcated market and explains how the opposing forces from the Fed and fiscal policy in the U.S. would impact rates.

Persons: Anne Walsh Organizations: Guggenheim Partners Investment Management, Fed Locations: U.S

Consumer prices held stable in October, bringing the annual inflation rate down to 3.2% from 3.7% a month ago as energy prices receded, the Bureau of Labor Statistics said on Tuesday. “Further evidence of disinflation inside the October inflation report,” RSM US Chief Economist Joseph Brusuelas posted on social media, noting that month-over-month inflation was flat at 3.2% and core inflation was up 0.2 percent to 4% over the same period. Although prices for a wide variety of goods and services have cooled this year, the current inflation rate is well above the 2% target set by the central bank. “Inflation expectations over the next 5 years dipped to 2.7%, slightly above the Fed’s long-run target of 2%. “We don’t think the last mile of disinflation will be particularly hard,” Goldman Chief Economist Jan Hatzius wrote in the outlook.

Persons: Joseph Brusuelas, Stocks, Matt Bush, Patrick De Haan, “, ”, Piyush Patel, Jeffrey Roach, Goldman Sachs, Jan Hatzius Organizations: of Labor Statistics, RSM, Federal, Treasury, Dow Industrial, Guggenheim Partners, CNBC, National Retail Foundation, NRF, Affinity Solutions, Wall Street, Travel, Gas, New York Federal Reserve Bank, University of Michigan’s, LPL, Investment, ” Goldman Locations: U.S

The logo of Johnson & Johnson is seen on a Brussels' office of the company in Diegem, Belgium September 21, 2023. J&J raised its annual profit forecast, helped by strong sales from its pharmaceutical business, and shares of the U.S. healthcare conglomerate were off about 1%. Excluding its consumer health unit, J&J now expects 2023 adjusted profit of $10.07 to $10.13 per share, up from its previous view of $10.00 to $10.10. Sales at J&J's medical device unit came in at $7.46 billion, shy of Wall Street estimates of $7.58 billion. J&J finalized the biggest shake-up in its 137-year history in August with the spinoff, but retained a 9.5% stake in its iconic consumer health business.

Persons: Johnson, Yves Herman, J, Vamil Divan, Joseph Wolk, Ozempic, Wolk, Bhanvi Satija, Sriparna Roy, Patrick Wingrove, Shounak Dasgupta, Bill Berkrot Organizations: Johnson, REUTERS, Guggenheim Partners, Vamil, Reuters Graphics, J, Thomson, &' $, & $, & $ Locations: Brussels, Diegem, Belgium, Bengaluru, New York

☆ Watch CNBC's full interview with Guggenheim Partners executive chairman Alan Schwartz
▼ + stars: | 2023-10-17 | 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 Guggenheim Partners executive chairman Alan SchwartzAlan Schwartz, Guggenheim Partners executive chairman, joins 'Squawk Box' to discuss the latest macro outlook, M&A expectations, latest market trends, state of the U.S. economy, and more.

Persons: Alan Schwartz Alan Schwartz Organizations: Guggenheim Partners Locations: U.S

☆ We believe there is a recession coming, says Guggenheim's Alan Schwartz
▼ + stars: | 2023-10-17 | 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 believe there is a recession coming, says Guggenheim's Alan SchwartzAlan Schwartz, Guggenheim Partners executive chairman, joins 'Squawk Box' to discuss the latest macro outlook, M&A expectations, latest market trends, state of the U.S. economy, and more.

Persons: Guggenheim's Alan Schwartz Alan Schwartz Organizations: Guggenheim Partners Locations: U.S

☆ Inflation should get close to the 2% target by the end of 2024: Guggenheim Partner's Anne Walsh
▼ + stars: | 2023-09-20 | 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 EmailInflation should get close to the 2% target by the end of 2024: Guggenheim Partner's Anne WalshAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk on the Street' to discuss what she is looking for in today's Federal Reserve meeting, how Guggenheim is positioning around the soft landing narrative, and more.

Persons: Guggenheim, Anne Walsh Anne Walsh Organizations: Guggenheim Partners Investment, today's, Reserve, Guggenheim

☆ How the founder of The Daily Upside used the lessons he learned as a media banker to build a profitable newsletter company
▼ + stars: | 2023-08-08 | by ( Lucia Moses | ) www.businessinsider.com time to read: +6 min

Patrick Trousdale's The Daily Upside newsletter for investors just hit 1 million subscribers. It's an example of how a media company can be profitable in a jittery time for the industry. As an investment banker at Guggenheim Partners in the last decade, Patrick Trousdale had the chance to observe the media industry up close. "You have sizzle before the steak at times with digital media," Trousdale, 33, told Insider. Patrick Trousdale.

Persons: Patrick Trousdale's, Patrick Trousdale, Trousdale, Trousdale forgoing, Puck, Graydon Carter's, Nat Rubio, Leah McGrath Goodman, Goodman, John Keeling, —, " Keeling, Patrick Boyle, Substack, Keeling, there's Organizations: Guggenheim, Guggenheim Partners, Guggenheim Securities, Vice Media, Morning, Financial Times, Apple, Plaid, Business Development, Air Mail, Facebook, Google Locations: Puck

☆ How a Guggenheim banker-turned-newsletter publisher is building the anti-Vice, profitably
▼ + stars: | 2023-07-31 | by ( Lucia Moses | ) www.businessinsider.com time to read: +6 min

☆ Fed won't have an 'easing cycle' despite nearing end of tightening , says Guggenheim's Schwartz
▼ + stars: | 2023-07-10 | 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 won't have an 'easing cycle' despite nearing end of tightening , says Guggenheim's SchwartzAlan Schwartz, Guggenheim Partners executive chairman, joins 'Squawk on the Street' to discuss the end of the Federal Reserve's tightening cycle, what the markets haven't yet seen, and the expectations from the financial system going forward.

Persons: Guggenheim's Schwartz Alan Schwartz Organizations: Guggenheim Partners

☆ Default isn't necessary to trigger US debt downgrade, says Guggenheim's Schwartz
▼ + stars: | 2023-05-16 | 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 EmailDefault isn't necessary to trigger US debt downgrade, says Guggenheim's SchwartzAlan Schwartz, Guggenheim Partners executive chairman and former Bear Stearns CEO, joins 'Squawk on the Street' to discuss the nation's current debt limit debate, if IPOs can get a 'window' this summer and much more.

☆ Watch CNBC's full interview with Guggenheim's Alan Schwartz on banking crisis fallout
▼ + stars: | 2023-05-16 | 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 Guggenheim's Alan Schwartz on banking crisis falloutAlan Schwartz, Guggenheim Partners executive chairman and former Bear Sterns CEO, joins 'Squawk on the Street' to discuss the nation's current debt limit debate, if IPOs can get a 'window' this summer and much more.

☆ Not surprising market is 'speculating on what's next', says Guggenheim's Schwartz on banking rout
▼ + stars: | 2023-05-02 | 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 EmailNot surprising market is 'speculating on what's next', says Guggenheim's Schwartz on banking routAlan Schwartz, Guggenheim Partners executive chair, joins 'Last Call' to discuss the regional banking rout, JPMorgan's acquisition of First Republic Bank, and more.

Instead, fixed income, which was unpopular when rates were low, is back in favor and seeing strong capital flows into products like bond funds, said fund managers at the Milken Institute Global Conference this week. Attendees also discussed whether federal regulators should raise FDIC deposit insurance after First Republic Bank was seized and sold to JPMorgan, and how markets will react to even higher interest rates and potentially more market volatility. Others warned that companies will soon have to refinance their debt at higher rates, making them less attractive. Instead, thanks to higher interest rates, fixed income is once again playing a bigger role in portfolios. "The Fed has helped us put the income back in fixed income," said Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management.

☆ Watch CNBC's full interview with Guggenheim Partners' Alan Schwartz
▼ + 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 EmailWatch CNBC's full interview with Guggenheim Partners' Alan SchwartzAlan Schwartz, Guggenheim Partners executive chairman, joins 'Last Call' to discuss the regional banking rout, JPMorgan's acquisition of First Republic Bank, and more.

☆ Stocks making the biggest moves midday: JPMorgan Chase, General Motors, Exxon Mobil & more
▼ + stars: | 2023-05-01 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

NEW YORK, NEW YORK - APRIL 24: A person walks past a First Republic bank branch in Manhattan on April 24, 2023 in New York City. First Republic , JPMorgan Chase — First Republic shares and were halted after JPMorgan Chase acquired the ailing bank and most of its assets after regulators seized control. General Motors — The automaker gained 2% after Morgan Stanley upgraded General Motors to overweight from equal weight and called the stock oversold. — Regional bank stocks were volatile on Monday as investors reacted to the seizure and sale of First Republic Bank over the weekend. However, management said on the company earnings call Monday that demand for loans originating from the fourth quarter would see a lower monetization level due to higher interest.

☆ Shares of this under-the-radar data analytics company can rally 60%, Guggenheim says
▼ + stars: | 2023-05-01 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Investors should consider buying into cloud database company Teradata, according to Guggenheim Partners. So far this year, shares of Teradata have gained 15% through Friday's close. The company focuses on consulting, cloud services and analytics for businesses. Guggenheim analyst Howard Ma thinks that Teradata is poised to outperform expectations for customer retention and grow revenue in its cloud sector. TDC YTD mountain Watch shares of Teradata for as much as 60% upside, Guggenheim Partners says.

The comments at the CERAWeek energy conference in Houston show the industry remains on edge after weathering the initial aftermath of one of the biggest shocks to global energy flows in recent memory. On Feb.5, the G7 and allies also implemented a price cap on Russian fuel sales. On Tuesday, the Kremlin said it did not recognize the price cap. A STABLE OIL MARKET? China's oil demand will grow 500,000 to 600,000 barrels per day in 2023, OPEC's Al Ghais said, while global oil demand growth is expected to grow 2.3 million barrels per day in 2023.

☆ Disney needs to show investors it has a plan to make streaming profitable — and stop hemorrhaging money
▼ + stars: | 2023-02-07 | by ( Paulina Likos | ) www.cnbc.com time to read: +8 min

Disney's direct-to-consumer unit, which includes streaming platforms Disney+, Hulu and ESPN+, has yet to reach profitability — losing nearly $1.5 billion last quarter. Those loses spurred Disney's board to push out then-CEO Bob Chapek and bring Iger back to the top job. In 2021 Disney spent $25 billion to produce original content, and the following year expanded its budget to $33 billion. Similarly, Macquarie's Nollen said Disney's advertising-based subscription tier for Disney+ is "a lever Disney can pull to raise revenue." "Lots of angry people ask me why I support Nelson Peltz for the Disney board, and I give a simple answer: What has this board done for its shareholders other than wipe out more shareholder money?"

☆ Guggenheim CIO: We are predicting the recession to start mid-year
▼ + stars: | 2023-01-18 | 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 EmailGuggenheim CIO: We are predicting the recession to start mid-yearAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk Box' to discuss her thoughts on Wednesday's December PPI data, recession, and more.

☆ Watch CNBC's full interview with Guggenheim Partner's Anne Walsh
▼ + stars: | 2023-01-18 | 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 Guggenheim Partner's Anne WalshAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk Box' to discuss her thoughts on Wednesday's December PPI data, recession, and more.

☆ Watch CNBC's full interview with Guggenheim Partners' John DiFucci
▼ + stars: | 2023-01-17 | 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 EmailWatch CNBC's full interview with Guggenheim Partners' John DiFucciJohn DiFucci, Guggenheim senior research analyst, joins 'TechCheck' to break down his sell call on Microsoft.

☆ Goldman Sachs' year-end bonuses are going to be brutal, and everyone's pointing fingers on who's to blame
▼ + stars: | 2022-12-23 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +6 min

When things were going good, Goldman Sachs' CEO David Solomon could seemingly do no wrong. Last year, thanks to a booming M&A market and a favorable trading environment, life was good at the elite Wall Street bank. Top tech executives from 10 Wall Street firms, including Goldman Sachs, Citadel, and KKR, share their predictions for the top public-cloud trends next year. Bad news: You're not the only one waiting for rates to drop to buy a home; so is Wall Street. Here's what a home-buying spree from Wall Street could mean for the entire industry.

☆ Scott Minerd, Guggenheim Partners’ Investment Chief, Dies at Age 63
▼ + stars: | 2022-12-22 | by ( Charley Grant | James R. Hagerty | ) www.wsj.com time to read: 1 min

Scott Minerd , an outspoken and influential fund manager who was chief investment officer of Guggenheim Partners, died Wednesday of a heart attack. Mr. Minerd, 63 years old and a committed weightlifter known to bench press more than 400 pounds, died during his daily workout, the firm said.

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