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☆ 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

☆ America is in a 'cardboard-box recession,' demand for services is cooling, and inflation could surge again, Charles Schwab's top global strategist says
▼ + stars: | 2023-10-19 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +5 min

Jeffrey Kleintop warned of a "cardboard-box recession" and a credit crunch for small businesses. Charles Schwab's top global strategist flagged a services slowdown and predicted stubborn inflation. (Kleintop warned that inflation has rarely plunged and stayed flat and low in past cycles, and suggested a period of higher, more volatile price growth was likely.) "We don't know how deep and how broad this is. It's one of those things where you just don't know how many things could get broken when it starts to move."

Persons: Jeffrey Kleintop, Charles Schwab's, Taylor Swift, —, Kleintop, Walt, Banks, It's, We've, it's Organizations: Service, Walt Disney, Bloomberg, PMI Locations: —, Florida, Japan

☆ Kleintop: The future of rates seems to matter more to markets than geopolitical risks
▼ + stars: | 2023-10-10 | 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 EmailKleintop: The future of rates seems to matter more to markets than geopolitical risksJeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses the key catalysts for movement in the markets.

Persons: Jeffrey Kleintop, Charles Schwab Organizations: Global Investment

☆ International stocks offer a host of opportunities for investors, says Schwab’s Jeffrey Kleintop
▼ + stars: | 2023-09-11 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

While the U.S. equities market is having a strong year, international stocks are the more promising investment play, according to Jeffrey Kleintop, Charles Schwab's chief global investment strategist. "International stocks are outperforming U.S. for the second year in a row, and I think the thesis behind that is the U.S. is really [centered] on seven stocks. The "terrible" investor sentiment for international stocks has created a promising buy-in point for investors, said the strategist. The strategist added that in addition to the equity opportunities outside of the U.S., investors ought to consider bumping their bond allocation a bit higher. The answer is probably, no matter who you are, probably a little more than you have now," said Kleintop.

Persons: Jeffrey Kleintop, Charles Schwab's, Kleintop, CNBC's Bob Pisani Locations: U.S, Germany, Ukraine, Europe

☆ CNBC Pro at Future Proof: Why it's time to buy European stocks
▼ + stars: | 2023-09-11 | 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 EmailCNBC Pro at Future Proof: Why it's time to buy European stocksCNBC Senior Markets Correspondent Bob Pisani sits down for an interview with Charles Schwab Managing Director Jeffrey Kleintop from the Future Proof conference in Huntington Beach, California to talk about why European stocks could perform better than their American counterparts in the near term and finding the best investing approach in this market environment.

Persons: Bob Pisani, Charles Schwab, Jeffrey Kleintop Organizations: CNBC, American Locations: Huntington Beach , California

☆ Kleintop: Shorter duration stocks should deliver higher proportions of cash flows
▼ + stars: | 2023-08-08 | 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 EmailKleintop: Shorter duration stocks should deliver higher proportions of cash flowsJeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses what's weighing on the global markets and economy.

Persons: Jeffrey Kleintop, Charles Schwab Organizations: Global Investment

☆ Kleintop: The concentration of leadership in mega-cap stocks makes the U.S. markets vulnerable
▼ + stars: | 2023-07-26 | 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 EmailKleintop: The concentration of leadership in mega-cap stocks makes the U.S. markets vulnerableJeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses earnings season, the Fed, and the global markets.

Persons: Jeffrey Kleintop, Charles Schwab Organizations: Global Investment

☆ It's Wall Street vs Wall Street as the recession debate rages on. Here's what David Rosenberg, Jeff Gundlach and 5 other experts have warned.
▼ + stars: | 2023-06-10 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +6 min

Wall Street experts are butting heads over the health of the economy, and what's to come. David Rosenberg, Rosenberg Research president"Markets pricing in a 'soft landing'? Will they ever be in for a big surprise," the Rosenberg Research chief tweeted. "You look at the United States and it seems to me that we're still making this transition from expansion to recession," Rosenberg said. "We're referring to this phenomenon as a Cardboard Box Recession, because items that are made (manufacturing) and shipped (trade) tend to go in a box.

Persons: David Rosenberg, Jeff Gundlach, Clif Asness, —, Rosenberg, Will, hasn't, we're, Gundlach, Jeffrey Kleintop, Charles Schwab, Kleintop, Goldman Sachs, That's, Jan Hatzius, Hatzius, Jim Reid, David Folkerts, Landau, Reid, Folkerts, Nicholas Colas Organizations: Service, Federal Reserve, Rosenberg Research, DoubleLine Capital, CNBC, Fibre, Association, Deutsche Bank, Deutsche Locations: United States

☆ The US is in a 'cardboard box recession' that's pointing to a sharp fall in inflation by the end of the year
▼ + stars: | 2023-06-06 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

The US is in a cardboard box recession, Charles Schwab's Jeffrey Kleintop said. According to the Fibre Box Association, that's led to a drop in cardboard box demand – an overlooked recession indicator that has preceded previous downturns for the US economy. "The Cardboard Box Recession may be good news for inflation," Kleintop said, pointing to positive inflation trends in Europe. The Fed could pause rate hikes as the inflation situation improves, which commentators have said could be bullish for stocks. The five-year, five-year forward rate, an estimate of the five-year inflation rate five years from now, dropped to 2.23% this week, per Federal Reserve data.

Persons: Charles Schwab's Jeffrey Kleintop, Kleintop, —, Charles Schwab, Jeffrey Kleintop, that's Organizations: Service, Fibre, Association, National Bureau of Economic Research Locations: Europe

☆ Covid caused huge shortages in the jobs market. It may be easing — but there's another problem ahead
▼ + stars: | 2023-05-11 | by ( Elliot Smith | ) www.cnbc.com time to read: +4 min

Data aggregated by Charles Schwab showed that in U.S. corporate earnings since the start of this year, phrases relating to workforce reductions began to exceed those relating to labor shortages for the first time since mid-2021. 'From shortages to gluts' Kleintop also cited tighter lending conditions as contributing to a weaker jobs outlook, pointing to a "clear and intuitive leading relationship between banks' lending standards and job growth." "Modest growth in labor supply will also ease shortages, driven by higher participation rates from younger worker cohorts and fading pandemic-related frictions," Moody's strategists said. watch nowServices job growth has been a key factor behind labor market resilience in the face of global economic weakness over the past year, as a result of a post-pandemic surge in demand. Based on estimates of labor supply lost to aging since the Covid pandemic, Moody's believes the coming drag will be "significant."

☆ 'All these tiny ticking time bombs' are threatening the market, and the coming week could deliver a big shock, trading legend Art Cashin says
▼ + stars: | 2023-03-04 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

Investors aren't paying enough attention to the risk of quantitative easing, Art Cashin told CNBC. Meanwhile, the Bank of Japan could signal a big shift soon that would also send yields higher. In September, that went up to $60 billion for Treasurys and $35 billion for MBS. And if the 10-year yield goes above 4.10%, that will put pressure on markets and cause stocks to retest lows, Cashin said. Signs of more inflationary pressures in the country may trigger a policy reversal, with Bank of Japan members meeting Thursday and Friday.

☆ Kleintop: We're in for an extended period of market volatility
▼ + stars: | 2023-03-03 | 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: We're in for an extended period of market volatilityCharles Schwab chief global investment strategist Jeffrey Kleintop discusses how subsequent waves of inflation may be milder, but could still cause investors to be nervous about a policy response from central banks, that could lead to further market volatility.

☆ Watch CNBC's full interview with Charles Schwab's Jeffrey 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 EmailWatch CNBC's full interview with Charles Schwab's Jeffrey KleintopJeffrey Kleintop, Charles Schwab chief global investment strategist, joins 'The Exchange' to discuss opportunity plays in investing in Europe.

☆ 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.

☆ FTX money trails leading to politicians, media, and other crypto exchanges point to the deep influence of Sam Bankman-Fried
▼ + stars: | 2023-01-19 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

Here's what Bankman-Fried seemed to be aiming at: Stash money with all the right people, while lobbying for policy favorable to FTX. As CoinDesk reported this week, 37% of Congress took money from Bankman-Fried and other FTX executives. House Speaker Kevin McCarthy and Senate Majority Leader Chuck Schumer were among the 196 senators and representatives that received funds. Other lawmakers included some who were just sworn into congressional ranks this month, which points to Bankman-Fried possibly seeking to hold sway over new members. GOLDMAN SACHS stock price on Jan. 19, 2023 Markets Insider10.

☆ Mortgage shocks and a China-led inflation spike are among the top 5 global risks of 2023, according to Charles Schwab
▼ + stars: | 2022-12-20 | by ( Carla Mozée | ) www.businessinsider.com time to read: +6 min

Mortgage shocks and re-acceleration of inflation are among the top global risks for markets in 2023. In no particular order, here are Schwab's top five global risks in 2023:1. Central banks overtightenThe Fed, the ECB and the Bank of England last week downsized their latest rate increases to 50 basis points each. "However, major central banks are making it clear they aren't finished, despite stepping down the aggressive pace of rate hikes," said Kleintop. Ukraine war broadensKleintop said investors appear to be pricing expectations of the intensity of the Ukraine war subsiding and perhaps moving towards a negotiated resolution.

☆ Investors should focus on higher quality stocks, says Charles Schwab's Jeffrey Kleintop
▼ + stars: | 2022-11-14 | 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 should focus on higher quality stocks, says Charles Schwab's Jeffrey KleintopDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, and Jeffrey Kleintop, Charles Schwab chief global investment strategist, join 'Squawk on the Street' to discuss S&P's best week since June, tech sector gains, and crypto edging higher after bitcoin's worse week since June.

☆ Watch CNBC's full interview with Richard Bernstein Advisors' Dan Suzuki and Charles Schwab's Jeffrey Kleintop
▼ + stars: | 2022-11-14 | 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 Richard Bernstein Advisors' Dan Suzuki and Charles Schwab's Jeffrey KleintopDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, and Jeffrey Kleintop, Charles Schwab chief global investment strategist, join 'Squawk on the Street' to discuss S&P's best week since June, tech sector gains, and crypto edging higher after bitcoin's worse week since June.

☆ The Fed and other central banks could deliver a 'Santa Pause' rally for global stocks this year as they dial back the size of rate hikes, Schwab says
▼ + stars: | 2022-11-08 | by ( Carla Mozée | ) www.businessinsider.com time to read: +3 min

A "Santa Pause" rally for stocks may be taking shape as central banks signal a step-down in rate hikes, Charles Schwab said. The Fed and the BoE are among those indicating they're considering less aggressive rate hikes in the future. The Federal Reserve is among the central banks over the past week that has indicated a slower pace of rate increases. BoE's comment came as it kicked up its benchmark rate by 75 basis points, the largest increase in 33 years. The Bank of Canada last month unexpectedly raised its overnight rate by 50 basis points instead of an anticipated 75 basis points.

☆ Stocks in this key market are outperforming the S&P 500 — and it's not where you might expect
▼ + stars: | 2022-10-14 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

It has not been a good year for the S & P 500 . But one index is beating the S & P 500, according to investment veteran Jeffrey Kleintop — and it's not one you might expect. The MSCI United Kingdom Index, which includes large and mid-cap U.K. stocks, is down about 5% and 22% this year, in sterling and dollar terms respectively, according to Eikon data. "Analysts' consensus S & P 500 EPS estimate for 2022, at about $224, has been declining since June. Kleintop noted that a key reason for U.K earnings strength is the British pound's weakness against the U.S. dollar this year.

☆ Healthcare is the way to reenter the market for the next 12 months, says BNY's Levine
▼ + stars: | 2022-09-28 | 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 EmailHealthcare is the way to reenter the market for the next 12 months, says BNY's LevineJeffrey Kleintop, Charles Schwab chief global investment strategist, and Alicia Levine, head of equities and capital market advisory at BNY Mellon Wealth Management, join 'Squawk on the Street' to discuss whether it's a good time to invest.

☆ Top strategists from Morgan Stanley and Schwab lay out how to trade an upside-down market
▼ + stars: | 2020-06-23 | by ( Business Insider | ) www.businessinsider.com time to read: +5 min

And rather than tout the growth merits of tech, he's far more interested in the upside offered by by financial and industrial shares — plus international stocks. If you aren't yet a subscriber to Investing Insider, you can sign up here. Those are ultimately just two examples of what the Investing team at Business Insider has explored over the past several days. -- JoeJoin Business Insider on July 8 at 12 p.m. The two highly successful growth investors told Business Insider about the stocks that they think have the most potential in the new decade.

☆ 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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