DIRS.INFO The most relevant business & tech news

☆ Kelsey Berro: Current interest rate environment will be sufficient over time to slow the economy
▼ + 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 EmailKelsey Berro: Current interest rate environment will be sufficient over time to slow the economyKelsey Berro, JPMorgan Asset Management fixed income portfolio manager, joins 'Squawk Box' to discuss the latest market trends, the Fed's decision to hold rates steady, impact on the fixed income market, and more.

Persons: Kelsey Berro Organizations: JPMorgan, Management

☆ The 10-year Treasury is still very much priced for a 2% inflation world: JPMorgan's Oksana Aronov
▼ + stars: | 2024-04-29 | 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 10-year Treasury is still very much priced for a 2% inflation world: JPMorgan's Oksana AronovOksana Aronov, JPMorgan Asset Management head of market strategy for alternative fixed income, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, why she believes it's too soon to say if the Fed will cut or hike rates at their December meeting, the fixed income market, and more.

Persons: Oksana Aronov Oksana Aronov, it's Organizations: Treasury, JPMorgan Asset Management

☆ The market is in a more heightened geopolitical risk environment, says JPMorgan's Gabriela Santos
▼ + stars: | 2024-04-25 | 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 EmailThe market is in a more heightened geopolitical risk environment, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief markets strategist for the Americas, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's rate path outlook, and more.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ Why the Fed keeping rates higher for longer may not be such a bad thing
▼ + stars: | 2024-04-24 | by ( Jeff Cox | ) www.cnbc.com time to read: +7 min

So the question is, are we going to have issues if rates remain higher for longer?" But financial markets, despite a recent 5.5% selloff for the S&P 500, have largely held up amid the higher-rate landscape. Higher rates can be a good signHistory tells differing stories about the consequences of a hawkish Fed, both for markets and the economy. Higher rates are generally a good thing so long as they're associated with growth. Futures market pricing implies a fed funds rate of 4.32% by December 2025, indicating a higher rate trajectory.

Persons: Jerome Powell, Mandel Ngan, Quincy Krosby, Krosby, Paul Volcker, David Kelly, Kelly, —, Goldman Sachs, Loretta Mester Organizations: Federal Reserve, Financial, Afp, Getty, LPL, Fed, Asset Management, Market, Cleveland Fed, European Union Locations: Washington , DC

☆ Oil prices won't be permanently higher unless there's more global economic growth, says JPM's Kelly
▼ + stars: | 2024-04-16 | 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 EmailOil prices won't be permanently higher unless there's more global economic growth, says JPM's KellyDavid Kelly, JPMorgan Asset Management chief global strategist, joins 'Squawk on the Street' to discuss if oil prices could rise further from today's levels, the stock market's next growth catalyst, and more.

Persons: JPM's Kelly David Kelly Organizations: JPMorgan Asset Management

☆ Hiring pace is likely to slow down, says JPMorgan Asset Management's Priya Misra
▼ + 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 EmailHiring pace is likely to slow down, says JPMorgan Asset Management's Priya MisraPriya Misra, JPMorgan Asset Management fixed income portfolio manager, joins 'Squawk Box' to discuss the latest market trends, when is the good time to cut interest rates, and more.

Persons: Priya Misra Priya Misra Organizations: JPMorgan, Management

☆ The market again has adjusted its view on rate cuts, with as few as two now expected
▼ + stars: | 2024-04-08 | by ( Jeff Cox | ) www.cnbc.com time to read: +5 min

"While investors seem to be anxiously awaiting easing monetary policy, the current environment does not quite scream 'rate cuts!'" That sentiment has manifested itself lately in market pricing. That same day, the Labor Department will release the CPI report, which is expected to show the headline inflation rate rising 3.4% in March on a year-over-year basis, per Dow Jones. This is nonetheless "the right time to cut rates," wrote David Kelly, chief global strategist at JPMorgan Asset Management. "What has underpinned this market is the promise of a series of rate cuts including March, and now it has dwindled to just a few rate cuts.

Persons: Glenmede, Dow Jones, David Kelly, Kelly, Nicholas Colas, Colas, Ed Yardeni, nonfarm, Quincy Krosby, Krosby Organizations: Federal Reserve, Investors, Labor Department, Asset Management, Fed, DataTrek, Yardeni, LPL

☆ Make these 4 moves to capitalize on one of the best investing opportunities in 50 years, according to a top-1% fund manager who's dominated in the last decade
▼ + stars: | 2024-04-06 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Read previewAlthough US stocks have been all the rage this year, a top-performing fund manager remains convinced that the most compelling investing opportunities are in international equities. Its 80% gain over the past five years is more than double that of the STOXX Europe 600 and is six-fold above the 13% return of Vanguard's Total International Stock Index ETF (VXUS). The Brandes International Equity Fund has been in the top 10% of its category in the last 10 years, according to Morningstar, which includes a top-1% finish in 2023. AdvertisementOnce the fund manager finds stocks that fit this bill, he thinks more like a business owner than a stock trader. Of all the opportunities in international markets, Germain is especially drawn to four stocks across various countries and industries.

Persons: —, Jeff Germain, Germain, David Kelly, Brandes, He's, " Germain, Royce Organizations: Service, Vanguard's, Stock, Business, Brandes Investment Partners, Brandes International Equity Fund, JPMorgan Asset Management, Morningstar, Heidelberg, Embraer, Royce, Heineken Locations: German, Brazil, Britain

☆ 'Good times beget good times': JPMorgan Asset Management's global strategy chief explains why expensive US stocks can keep rising — and 4 top places to invest now
▼ + stars: | 2024-04-02 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Read previewHistory says US stocks' idyllic start to the year is sustainable, as does the chief global strategist at $2.9 trillion JPMorgan Asset Management. Advertisement"The market has momentum, and so good times beget good times," Kelly told Business Insider in a recent interview. JPMorgan Asset Management"There is a certain amount of fluff in those valuations, and I think that is somewhat dangerous," Kelly said. JPMorgan Asset ManagementOutside equities, Kelly said investors should consider adding exposure to alternative assets like real estate and transportation. "The overall buffet table of investment opportunities is being expanded, even for individual investors," Kelly said.

Persons: —, David Kelly, Kelly, David Rosenberg, Jon Wolfenbarger, Rosenberg, Kelly doesn't, it's, Kelly didn't Organizations: Service, Asset Management, Business, JPMorgan Asset Management, Bulls, Apple, JPMorgan, Management, Companies, Nikkei, P Transportation, Trust Nasdaq Transportation Locations: Truist, Europe, United Kingdom, Japan

☆ We're in a 'high for longer' rate environment right now, says JPMorgan's Gabriela Santos
▼ + stars: | 2024-04-01 | 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 EmailWe're in a 'high for longer' rate environment right now, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief markets strategist for the Americas, joins 'Squawk Box' to discuss the latest market trends, state of the economy, Treasury yields, the Fed's interest rate outlook, and more.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ The US immigration surge saved the economy, record credit-card debt isn't an issue, and 4 other surprising takeaways from JPMorgan Asset Management's latest quarterly guide
▼ + stars: | 2024-03-31 | by ( James Faris | ) www.businessinsider.com time to read: +2 min

For a while, Kelly couldn't figure out whether there would be a recession, given how mixed signals were muddying the waters. Most economists now agree that there won't be a downturn, but one of the main explanations Kelly gave as to why may be shocking. Besides adding jobs, which tends to boost economic growth, Kelly noted that the presence of cheap workers has kept a lid on wage growth and, by extension, inflation. "But you could say that it has widened the runway for the soft landing. It's made it easier for us to achieve a soft landing."

Persons: Kelly couldn't, Kelly, —, he's Organizations: Management, US Department of Homeland Security, Pew Research Center

☆ The housing market is thawing as an increasing number of 'mortgage lock' homes go up for sale, JPMorgan says
▼ + stars: | 2024-03-29 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

The housing market looks to be gradually approaching a recovery. A growing number of mortgage-locked homes are going up for sale, JPMorgan said. AdvertisementThe housing market looks like it's starting to thaw, thanks to a growing number of mortgage-locked sellers who are opting to put their homes on the market anyway, according to JPMorgan Asset Management. Homeowners could now be more willing to dip into the housing market, as many are realizing high mortgage rates aren't going away anytime soon, real estate economists have said. Researchers from the Federal Housing Finance Agency recently warned that the mortgage lock-in effect could linger for years to come, barring a sudden drop in mortgage rates.

Persons: —, Stephanie Aliaga, Aliaga Organizations: JPMorgan, Service, Asset Management, National Association of Realtors, Homeowners, Fed, Buyers, Federal Housing Finance Agency

☆ There's no impetus for Fed Chair Powell to do anything, says JPMorgan's Oksana Aronov
▼ + stars: | 2024-03-26 | 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 EmailThere's no impetus for Fed Chair Powell to do anything, says JPMorgan's Oksana AronovOksana Aronov, JPMorgan Asset Management head of market strategy and alternative fixed income, joins 'Squawk Box' to discuss the latest market trends, the fixed income market, the Fed's interest rate decision, and more.

Persons: Powell, JPMorgan's Oksana Aronov Oksana Aronov Organizations: JPMorgan Asset Management

☆ Three rate cuts look appropriate this year: JPMorgan's Phil Camporeale
▼ + stars: | 2024-03-26 | 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 EmailThree rate cuts look appropriate this year: JPMorgan's Phil CamporealePhil Camporeale, JPMorgan Asset Management portfolio manager, joins 'Money Movers' to discuss Camporeale's portfolio, which can withstand no rate cuts this year, what JPMorgan is focused on, and more.

Persons: Phil Camporeale Phil Camporeale Organizations: JPMorgan, Management

☆ Watch CNBC's full interview with JPMorgan's Meera Pandit and Trivariate's Adam Parker
▼ + stars: | 2024-03-25 | 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 EmailWatch CNBC's full interview with JPMorgan's Meera Pandit and Trivariate's Adam ParkerMeera Pandit, JPMorgan Asset Management global market strategist, and Adam Parker, Trivariate Research founder and CEO, join 'Closing Bell' to discuss their outlook on equities, whether investors are too optimistic around earnings, and more.

Persons: JPMorgan's Meera Pandit, Trivariate's Adam Parker Meera Pandit, Adam Parker Organizations: JPMorgan Asset Management, Trivariate Research

☆ Watch CNBC’s full interview with Trivariate's Adam Parker and JPMorgan's Jordan Jackson
▼ + 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 EmailWatch CNBC’s full interview with Trivariate's Adam Parker and JPMorgan's Jordan JacksonAdam Parker, Trivariate Research CEO, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the signs of froth from emerging markets and their market outlook.

Persons: Trivariate's Adam Parker, JPMorgan's Jordan Jackson Adam Parker, Jordan Jackson Organizations: Trivariate, JPMorgan

☆ The market is finally aligned with the Fed, says JPMorgan's Gabriela Santos
▼ + 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 EmailThe market is finally aligned with the Fed, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief market strategist, joins 'Closing Bell' to discuss her Fed outlook and the market rebound.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ Stock futures are little changed after S&P 500 closes at new record high: Live updates
▼ + stars: | 2024-03-12 | by ( Jesse Pound | ) www.cnbc.com time to read: +1 min

Stock futures were calm on Tuesday evening after Wall Street saw the S&P 500 close at a fresh high. Futures tied to the Dow Jones Industrial Average dipped 30 points, or less than 0.1%. S&P 500 futures and Nasdaq 100 futures also slipped by less than 0.1%. The move in futures comes after a rally for stocks on Tuesday that saw the S&P 500 and Nasdaq Composite each gain more than 1%. The bull market for stocks has shown signs of broadening out in recent weeks, but chipmaker Nvidia still remains a key bellwether.

Persons: Gabriela Santos Organizations: Dow Jones, Nasdaq, Federal Reserve, Asset Management, Nvidia

☆ Watch CNBC’s full interview with JPMorgan's Gabriela Santos and Truist's Keith Lerner
▼ + 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 EmailWatch CNBC’s full interview with JPMorgan's Gabriela Santos and Truist's Keith LernerGabriela Santos, JPMorgan Asset Management chief market strategist, and Keith Lerner, Truist, join 'Closing Bell' to discuss their Fed outlook and the market rebound.

Persons: JPMorgan's Gabriela Santos, Truist's Keith Lerner Gabriela Santos, Keith Lerner, Truist Organizations: JPMorgan Asset Management

☆ It's much more digestible to be in a 'high for longer' environment, says JPMorgan's Gabriela Santos
▼ + 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 EmailIt's much more digestible to be in a 'high for longer' environment, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief markets strategist for the Americas, joins 'Squawk Box' to discuss the latest market trends, what to expect from Fed Chair Powell's testimony on Capitol Hill today, state of the economy, the Fed's interest rate outlook, and more.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management, Capitol

☆ No, Michelle Obama isn't going to swoop in and replace Joe Biden
▼ + stars: | 2024-03-06 | by ( Kwan Wei Kevin Tan | ) www.businessinsider.com time to read: +3 min

Michelle Obama isn't running for president in 2024. The former first lady's office says she's backing Joe Biden and Kamala Harris' reelection campaign. On Tuesday, the former first lady's office told NBC that "she will not be running for president." "Mrs. Obama supports President Joe Biden and Vice President Kamala Harris' reelection campaign," said Obama's communications director, Crystal Carson. In 2019, Obama told The National there was "zero chance" of her running.

Persons: Michelle Obama, Joe Biden, Kamala Harris, Biden, —, Obama, Crystal Carson, Michael Cembalest, Cembalest, hasn't, Gavin Newsom, It's, Donald Trump, Nikki Haley, Trump, Jay Shetty Organizations: Democratic, Service, White, NBC, JPMorgan Asset Management, Democratic National Committee, Super, MSNBC, California Gov, GOP Locations: Washington and Vermont

☆ Trump warns the market will crash if he loses. Investors just laugh
▼ + stars: | 2024-02-27 | by ( Matt Egan | ) edition.cnn.com time to read: +7 min

New York CNN —Former President Donald Trump is once again warning the stock market is doomed unless voters return him to the White House. He went on to say a loss for him would spark “the largest stock market crash we’ve ever had.”But there is no evidence to support that claim. “This is just an encore presentation of what he said last time,” said Art Hogan, chief market strategist at B. Riley Financial. In fact, the stock market has generated higher annual returns when Democrats are in power. It’s true that Trump’s surprise victory in November 2016 helped spark an impressive rally in the stock market as investors bet on deregulation, tax cuts and infrastructure.

Persons: Donald Trump, Trump, you’re, ” Trump, ”, Brian Gardner, “ There’s, ” David Kelly, “, Kelly, Joe Biden, Biden, Hogan, ” Sam Stovall, he’s, “ It’s, Dow, ” Kelly, Gardner, James Singer, CNN it’s “, ” Singer, Jerome Powell —, Powell, Jerome Powell, Greg Valliere, Trump’s Organizations: New, New York CNN, CNN, White, Trump, Asset Management, Dow, Riley, CFRA Research, GOP, “, Nasdaq, Federal Reserve, JPMorgan, Biden, Republicans, Democrat, Research, —, Republican, AGF Investments Locations: New York, Washington, Trump, China

☆ The whole world is reaching all-time highs. Here’s what’s driving it
▼ + stars: | 2024-02-27 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +8 min

On the surface, it may seem simple — global stocks are rallying, so there must be one universal driver, right? When this happens, the yen should strengthen and improve shareholder value in Japanese stocks, Arone said. "All of that gives you the ingredients you need to push stocks higher — not only U.S. stocks, but global stocks — in the next 12 months or so," he said. "I think that international stocks — Japan, Europe — have more room to go. Similar to Kelly, Kleintop recommended a more broad-based approach to playing this global rally.

Persons: It's, Charles Schwab's, Jeffrey Kleintop, they've, David Kelly, Michael Arone, Kelly, Arone, —, Kleintop, Fred Imbert Organizations: U.S, Dow Jones, Nasdaq, Nikkei, CNBC, Nvidia, Asset Management, Federal Reserve, European Central Bank and Bank of England, Bank of Japan, Tokyo Stock Exchange, State, — Locations: United States, U.S, Europe, Japan, Korea, China, Asia, America, Eastern Europe, — Japan

☆ The consumer is bending but not breaking, says JPMorgan's Jordan Jackson
▼ + stars: | 2024-02-23 | 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 consumer is bending but not breaking, says JPMorgan's Jordan JacksonCameron Dawson, NewEdge Wealth and Jordan Jackson, JPMorgan Asset Management, join 'Closing Bell' to discuss their market playbooks for the next leg higher.

Persons: JPMorgan's Jordan Jackson Cameron Dawson, Jordan Jackson Organizations: JPMorgan Asset Management

☆ It's going to be 'two steps forward, one step back' with inflation, says JPMorgan's Meera Pandit
▼ + stars: | 2024-02-15 | 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 EmailIt's going to be 'two steps forward, one step back' with inflation, says JPMorgan's Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, rate path outlook, and more.

Persons: JPMorgan's Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management

Search resuls for: "JPMorgan Asset Management"

25 mentions found