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☆ Markets will switch focus from the Fed to earnings in the coming weeks, says Jeff Kleintop
▼ + stars: | 2024-01-18 | 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 EmailMarkets will switch focus from the Fed to earnings in the coming weeks, says Jeff KleintopJeff Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses the market action this week.

Persons: Jeff Kleintop Jeff Kleintop, Charles Schwab Organizations: Global Investment

☆ Hip-hop stars and financial luminaries: Ritholtz Wealth Management redesigns the investment conference
▼ + stars: | 2023-09-11 | by ( Bob Pisani | ) www.cnbc.com time to read: +6 min

Surf City USA —for a financial conference. A financial conference on a beach? Reinventing the financial conferenceWelcome to FutureProof, billed as "the largest gathering of top-tier wealth management professionals, CEOs, CTOs, COOs, and fast-growing financial advisors." It's the brainchild of Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, and CEO Josh Brown. "Coming out of the pandemic, it was obvious to us that the traditional financial conference was past its sell-by date," Ritholtz told me.

Persons: Tang, Redman, They're, Jeremy Siegel, Jeff Kleintop, Charles Schwab, Emily Roland, John Hancock, Cliff Asness, Jeff Gundlach, maven Jan van Eck, Barry Ritholtz, Josh Brown, Ritholtz, FutureProof, You'll, Goldman, Goldman Sachs, Morgan Stanley, JP Morgan, RIAs, Dan Ives, Scott Wapner, Siegel, Morningstar, Christine Benz, Jeffrey Ptak, Ben Johnson, podcasters Michael Batnick, Ben Carlson, Wu, Tang Clan Organizations: Wharton, Ritholtz Wealth Management, Chiropractic, Health, Investment Advisors, CNBC, Financial Locations: Huntington Beach , CA, Huntington Beach , California, Surf, Huntington Beach, AQR, DoubleLine, FutureProof, COOs, Wells, Wedbush, Young

☆ Kleintop: Consider Japanese stocks and bonds in the event of a potential U.S. default
▼ + 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 EmailKleintop: Consider Japanese stocks and bonds in the event of a potential U.S. defaultJeff Kleintop of Charles Schwab discusses ways investors can protect their portfolio, especially if the worst-case scenario surrounding the debt ceiling comes to fruition.

☆ Kleintop: The Fed's Beige Book may offer more color on economic conditions and lending than you'd get from earnings reports
▼ + stars: | 2023-04-19 | 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 EmailKleintop: The Fed's Beige Book may offer more color on economic conditions and lending than you'd get from earnings reportsJeff Kleintop of Charles Schwab discusses why the Fed's latest Beige Book report may be anything but bland, as it could offer insights into the impact of the bank turmoil in March.

☆ Charles Schwab highlights a part of the stock market that will outperform if interest rates stay high
▼ + stars: | 2023-04-11 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

There's an area of the stock market that will outperform amid higher interest rates, Charles Schwab said. Their outperformance could continue if interest rates stay high, Charles Schwab said. That's thanks to rising short-term interest rates, with central bankers hiking rates over 1,700% in the past year to control inflation. Markets initially raised the odds that the bank's failure would spur the Federal Reserve to cut interest rates later this year. But central bankers have signaled the opposite, with Fed Chair Jerome Powell warning that interest rates would stay elevated through the rest of the year.

☆ Stocks rise and dollar falls while oil rallies
▼ + stars: | 2023-03-31 | by ( Sinéad Carew | ) www.reuters.com time to read: +4 min

[1/2] Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., March 30, 2023. Economists polled by Reuters expect core prices rose by 0.4% in February and posted an annual increase of 4.7%. The U.S. dollar slipped to a one-week low against the euro as German inflation data helped lift the common currency. MSCI's gauge of stocks across the globe (.MIWD00000PUS) closed up 0.72% while emerging market stocks (.MSCIEF) rose 0.67%. Gold prices gained with a weaker dollar and lower bond yields driving demand for the precious metal, while investors waited for U.S. inflation data to gauge the Fed's next move.

☆ US semiconductor index hits highest in nearly a year on hopes for industry turn
▼ + stars: | 2023-03-30 | by ( Chuck Mikolajczak | ) www.reuters.com time to read: +2 min

NEW YORK, March 30 (Reuters) - The Philadelphia semiconductor index (.SOX) hit its highest level in nearly a year on Thursday, as optimism grows that a sales downturn in the industry has reached its nadir, in part due to a surge in artificial intelligence (AI) technology. And so if that's beginning to turn, that's really bullish for those companies." The semiconductor index is up nearly 27% this year, putting it on track for its biggest quarterly percentage gain since the second quarter of 2020. Reuters GraphicsAmong semis this year, Nvidia (NVDA.O) has surged nearly 90% as the best performer on the S&P 500 to rank the company as the fifth-most valuable on the benchmark index. Reporting by Chuck Mikolajczak; additional reporting by Caroline Valetkevitch, Sinéad Carew and Noel Randewich Editing by Marguerita ChoyOur Standards: The Thomson Reuters Trust Principles.

☆ Watch CNBC's full interview with Charles Schwab's Jeff Kleintop and Bleakley's Peter Boockvar
▼ + stars: | 2023-03-27 | 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 EmailWatch CNBC's full interview with Charles Schwab's Jeff Kleintop and Bleakley's Peter BoockvarJeff Kleintop, chief global investment strategist at Charles Schwab, and Peter Boockvar, Bleakley Financial chief investment officer, join 'The Exchange' to discuss European banking stocks and whether they are good investment long-term.

☆ Here’s what experts think of European banking stocks
▼ + stars: | 2023-03-27 | 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 EmailHere’s what experts think of European banking stocksJeff Kleintop, chief global investment strategist at Charles Schwab, and Peter Boockvar, Bleakley Financial chief investment officer, join 'The Exchange' to discuss European banking stocks and whether they are good investment long-term.

☆ Tech shares were the hot play this week but investors should beware the Fed
▼ + stars: | 2023-03-17 | by ( Patti Domm | In | ) www.cnbc.com time to read: +4 min

Big cap tech drew in investors in droves this past week, as the market struggled against volatile interest rates and fears of banking sector contagion. The futures market Thursday was pricing in strong odds of a quarter-point rate hike from the Federal Reserve next week. The big cap tech names are benefiting from a flight-to-quality within the sector, since those stocks have strong cash flow and reliable earnings. The 2-year Treasury yield , for instance, rose above 5% last week but this past week it was well below 4%. Tech and growth names have reacted poorly when rates rise, since investors tend to pay a premium for the promise of future earnings growth.

☆ Watch CNBC's full interview with Charles Schwab's Jeff Kleintop and Matrix Asset Management's David Katz
▼ + stars: | 2023-03-15 | 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 EmailWatch CNBC's full interview with Charles Schwab's Jeff Kleintop and Matrix Asset Management's David KatzJeff Kleintop, chief global investment strategist at Charles Schwab, and David Katz, CIO at Matrix Asset Advisors, join 'The Exchange' to discuss finding quality stocks, Europe's bank sell-off and the Fed's policy focus.

☆ Don't chase yield with low-quality financials, warns Matrix's David Katz
▼ + stars: | 2023-03-15 | 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 EmailDon't chase yield with low-quality financials, warns Matrix's David KatzJeff Kleintop, chief global investment strategist at Charles Schwab, and David Katz, CIO at Matrix Asset Advisors, join 'The Exchange' to discuss finding quality stocks, Europe's bank sell-off and the Fed's policy focus.

☆ The European market is a bull market, says Charles Schwab's Jeff Kleintop
▼ + stars: | 2023-01-25 | 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 European market is a bull market, says Charles Schwab's Jeff KleintopJeffrey Kleintop, Charles Schwab chief global investment strategist, joins 'The Exchange' to discuss opportunity plays in investing in Europe.

☆ Morgan Stanley’s Slimmon says stocks will surprise Wall Street in 2023 — and names two he likes
▼ + stars: | 2023-01-19 | by ( Zavier Ong | ) www.cnbc.com time to read: +2 min

Wall Street strategists expect this year to end on a much better note than 2022 — but they still warn that the path ahead looks volatile. However, Morgan Stanley's Andrew Slimmon said he believes stocks are going to do "far better" than most expect. Slimmon also likes Pool Corp , a Louisiana-based company that sells swimming pool supplies. Fed pivot in the works His relatively positive read on the economy is a big reason for his optimism about the market. But Slimmon said he believes the bond market is signaling that the U.S. Federal Reserve will pivot "sooner than it expects."

☆ Investors could find better stock market returns outside the U.S. in 2023
▼ + stars: | 2023-01-11 | by ( Patti Domm | In | ) www.cnbc.com time to read: +9 min

With the dollar weakening, it's time for U.S. investors to get more serious about going abroad for stock market gains. Europe, China, Japan, Asia are actually going to move from losers to winners," he said. The iShares China Large-Cap ETF (FXI), iShares MSCI China ETF (MCHI) and KraneShares CSI China Internet ETF (KWEB) are invested in shares of Chinese companies. Chinese stocks make up 33% of the MSCI Emerging Markets Index. The iShares MSCI Emerging Markets ETF (EEM) represents that index.

☆ 2023 could end up a better year for markets, but it likely won't start off that way
▼ + stars: | 2022-12-31 | by ( Patti Domm | In | ) www.cnbc.com time to read: +12 min

As a very painful market year exits, Wall Street's strategists expect 2023 will end on a much better note —even if the path there continues to be highly volatile. I think the Fed will likely be overtightening the economy into this recession." So rates could rise before heading lower in the second half, and that environment will be better for stocks. Rieder said 2023 is going to a banner year for fixed income, and "not so much because it's going to be rates rallying so much," he said. "I think rates still have some upside," said Rieder.

☆ Investors play defense heading into final trading days of year but still hope for a Santa rally surprise
▼ + stars: | 2022-12-23 | by ( Patti Domm | In | ) www.cnbc.com time to read: +4 min

The final trading week of the year is arriving with investors more concerned about defensive positioning than whether the stock market can muster a Santa Claus rally. Stocks were mostly lower in the past week, with the S & P 500 down about 0.6% as of Friday morning. After today, there are just four trading days left in the year, with markets closed on Monday for the Christmas holiday. In an interview on CNBC Thursday, Tepper said he is "leaning short" on the stock market because of global central bank tightening. The S & P 500 has averaged a 1.3% gain in that period, going back to 1950, and has been positive four out of every five years.

☆ Hide in global markets for the first half of next year, says Charles Schwab's Jeff Kleintop
▼ + stars: | 2022-12-09 | 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 EmailHide in global markets for the first half of next year, says Charles Schwab's Jeff KleintopJeff Kleintop, Charles Schwab chief global investment strategist, joins 'Closing Bell: Overtime' to discuss opportunity plays in the global markets.

☆ Stocks are likely to get smacked down in the first half of 2023 before markets improve
▼ + stars: | 2022-12-05 | by ( Patti Domm | In | ) www.cnbc.com time to read: +5 min

The outlook for next year is a bit better for stocks, but the first half sounds like it could be downright ugly. The strategist expects lows to be retested due to what could be a significant decline in earnings as interest rates rise. Jeff Kleintop, Charles Schwab's chief global investment strategist, expects a shallow recession may already have begun. He predicts the first half will be worse for stocks than the back half of the year, with a choppiness similar to the past six months. Calvasina expects small caps to be an area of outperformance, and she still sees value in energy and financials.

☆ Millennial day-traders are putting Wall Street to shame as investors bank on a V-shaped recovery
▼ + stars: | 2020-06-16 | by ( Business Insider | ) www.businessinsider.com time to read: +7 min

Rich Fury/GettyDear Readers,A strange dynamic is afoot in the stock market. The institutional heavyweights on Wall Street are being beaten at their own game by upstart day-traders and retail investors — and it's not been particularly close. Peter Cecchini, the former global chief market strategist at Cantor Fitzgerald, also recently weighed in on the retail-investor phenomenon. Put simply, Main Street is putting Wall Street to shame since late March. — Peter Cecchini, former global chief market strategist at Cantor Fitzgerald, commenting on Barstool Sports founder Dave Portnoy's irreverent day-trading exploits

☆ How to play the risk rally in stocks, a shift in market leadership, and an exclusive chat with the head of iShares
▼ + stars: | 2020-06-09 | by ( Business Insider | ) www.businessinsider.com time to read: +5 min

The last time we spoke, market observers were scratching their heads over the stock market's seemingly unstoppable march higher. Turns out maybe the stock market was right all along. Exclusive interview with the head of iSharesBlackRockETFs helped investors navigate the recent period of volatility, particularly in parts of fixed income where liquidity dried up. This development signals that a new breed of stocks is taking over as the market leaders for the next period of economic expansion. Strategists at the firm highlighted two pairs trades that have been performing well since the stock market hit rock bottom in March.

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