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Search resuls for: "Josh Frost"


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Having skin in the game will change things," Jim Cramer said. This time it's due to a breathtaking move in chip designer Arm Holdings , which rallied more than 50% after strong earnings. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer, Josh Frost, Dow, Nelson Peltz, Cramer, Readthroughs, Stanley Black, Decker, Michael Cembalest, it's, What's, Peter Arduini, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Dow, Treasury, Disney, Arm Holdings, Broadcom, Nvidia, Palo Alto Networks, Costco, Club, DuPont, GE Healthcare, Interactive, PepsiCo, Jim Cramer's Charitable Locations: We're, Masco, China
It's ironic: We are at a moment where supply of money and demand for goods are intersecting. We have two markets: the Treasury market and the equity market, with the first more powerful than the second, even if we can't tell that in the scrum of earnings announcements. If the Fed signals more rate cuts, then we will be set up for higher stock prices if the companies deliver good earnings. The possibility of higher earnings so far has been controlled by supply and demand and the disinflation it is breeding, which may continue this week. Hence the power of their earnings to generate the mask of a higher market price-to-earnings ratio.
Persons: We've, Josh Frost, , disinflation, Tesla, Amy Hood, McCormick, Costco's Kirkland, Jerome Powell doesn't, Price, it's, Dupont —, Dupont, Josh Frost —, Jim Cramer's, Jim Cramer, Jim, Jerome Powell, Brendan Mcdermid Organizations: Treasury, Federal Reserve, Devices, Microsoft, Apple, Financial Markets, Nvidia, Google, Walmart, Starbucks, Fed, Caterpillar, Boeing, Jim Cramer's Charitable, CNBC, New York Stock Exchange
How Cramer makes sense of the 'great bottom' of 2023
  + stars: | 2023-12-03 | by ( Jim Cramer | ) www.cnbc.com   time to read: +6 min
We've seen a stock rally that can't seem to quit. Probably when the supply of stock comes to market through IPOs and we get a weak bond auction that causes the bond market to hiccup. So now, you just got my best lesson about the great bottom of 2023. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. The New York Stock Exchange is seen during morning trading on December 01, 2023 in New York City.
Persons: It's, devolves, Jamie Dimon, Elon Musk, Josh Frost, , we've, unawares, We've, Jim Cramer's, Jim Cramer, Jim, Michael M Organizations: Federal, Fed, JPMorgan, Tesla, Club, Microsoft, Google, Apple, Labor Department, Jim Cramer's Charitable, CNBC, The New York Stock Exchange, Santiago, Getty Locations: IPOs, New York City
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. Treasury's Josh Frost may have changed the entire course of the financial markets: Jim Cramer'Mad Money' host Jim Cramer take a deep dive into the U.S. Trasury;s Josh Frost and his impact on the markets.
Persons: Treasury's Josh Frost, Jim Cramer, Josh Frost Organizations: U.S
CNBC's Jim Cramer on Wednesday praised the Treasury Department's quarterly refunding plan, saying its method of managing the U.S.' growing debt load is just what the unsettled bond market needed. The routine announcement is receiving more attention than usual on Wall Street because of the steep rise in bond yields over the past few months. Higher bond yields often lead to increased volatility on the stock market. In particular, Cramer praised Josh Frost, the department's assistant secretary for financial markets, and the author of the report. "The 30-year buck stops right here at the door of Josh," Cramer said.
Persons: CNBC's Jim Cramer, Cramer, Josh Frost, Frost, Josh Organizations: Treasury, U.S, U.S . Treasury
Some Wall Street banks have raised their forecasts for the amount of Treasurys to be auctioned. AdvertisementAdvertisementInvestors are focused on the Treasury Department's upcoming quarterly refunding statement as Wall Street braces for another dose of sticker shock on US debt. After raising auction estimates in August, the department has already hinted that the Treasury supply will need to keep increasing. It's an outlook shared by Wall Street, and institutions are raising their expectations on the size of US debt issuance. AdvertisementAdvertisementJPMorgan also projected higher Treasury issuance ahead, noting that fiscal 2023's deficit surpassed its estimates by $100 billion.
Persons: , Josh Frost, Morgan Stanley Organizations: Treasury Department, Service, Treasury, Treasurys, Wall, Bank of America, JPMorgan
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