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Top related persons:
Cliff Corso - 1 Jonathan Golub - 1 Tom Lee - 1 Ed Yardeni - 1 Liz Ann Sonders - 1 Charles Schwab - 1 Eric Freedman - 1 Goldman Sachs - 1
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Search resuls for: "Jonathan Golub of Credit Suisse"


2 mentions found


☆ Wall St Week Ahead Relentless U.S. stock rally faces Fed test
  + stars: | 2023-07-21 | by ( David Randall | ) www.reuters.com   time to read: +4 min
The S&P 500 is up nearly 19% year-to-date and closed on Thursday at 4,534.87, only about 6% below an all-time high reached in January 2022. What the Fed does and says next week will be critical," said Cliff Corso, chief investment officer at Advisors Asset Management. "Bearish investors have had to capitulate," said Liz Ann Sonders, chief investment strategist at Charles Schwab. The bank last month raised its year-end S&P 500 target to 4,500, from 4,000. However, Christopher Tsai, chief investment officer at Tsai Capital, is not worried about buying into an overvalued market.
Persons: Cliff Corso, Jonathan Golub, Tom Lee, Ed Yardeni, Liz Ann Sonders, Charles Schwab, Eric Freedman, Goldman Sachs, Sunitha Thomas, We've, Christopher Tsai, David Randall, Saqib Iqbal Ahmed, Ira Iosebashvili, Richard Chang Organizations: YORK, Federal Reserve, Fed, Asset Management, Jonathan Golub of Credit Suisse, Fundstrat Global, Yardeni Research, National Association of Active Investment, U.S, Bank Wealth Management, Consumers, Northern Trust, Tsai, MSCI Inc, Zoetis Inc, Thomson Locations: U.S, Jonathan Golub of
☆ Credit Suisse says bet on these stocks when inflation is falling
  + stars: | 2023-01-12 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +1 min
Investors looking to snap up company shares that are poised to benefit as inflation falls should look no further than a list of such stocks from Credit Suisse. Break evens signal that inflation should reach 1.7% – well below the Fed's 2% mandate – over the next 12 months, Jonathan Golub of Credit Suisse wrote in a Wednesday note. This should lift some stocks going forward, according to Credit Suisse. To assemble a list of stocks poised to rise amid falling inflation, the bank identified the top three names in each sector that will benefit the most from two-year break evens. The falling inflation beneficiaries, listed below, outperformed in 2022, a trend that Golub expects to continue in 2023.
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