Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Jurrien"


25 mentions found


Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFidelity's Jurrien Timmer: Two rate cuts are still plausible this yearJurrien Timmer, Fidelity Investments director of global macro, joins 'Money Movers' to discuss the implications for markets if inflation doesn't reach 2%, what's priced into equities today, and how vital earnings guidance will be.
Organizations: Fidelity Investments
Shifting focus from valuation to earnings growth
  + 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 EmailShifting focus from valuation to earnings growthJurrien Timmer, Fidelity director of global macro, joins 'Fast Money' to discuss the market action and how investors can navigate the recent pullback.
CNBC Daily Open: Lingering inflation problem
  + stars: | 2024-02-14 | by ( Sumathi Bala | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Markets declineAsia markets largely fell on Wednesday tracking Wall Street's sell-off overnight after U.S. inflation data came in hotter-than-expected in January. Sony tops estimatesSony 's quarterly revenue topped estimates, getting a boost from its PlayStation gaming business and financial services unit. [PRO] Japan's bull caseJapan is fast emerging on investors' radar, and this has been reflected in the stock market's recent bull run.
Persons: Russell, Joko Widodo, Prabowo Subianto, Cryptocurrencies, Bitcoin, Jurrien, Morgan Stanley Organizations: CNBC, Dow, Nasdaq, Sony, PlayStation, Defense, Metrics, Fidelity Investments Locations: Asia, U.S, Indonesia, Japan
CNBC Daily Open: Inflation's stubborn staying power
  + stars: | 2024-02-14 | by ( Sumathi Bala | ) www.cnbc.com   time to read: +2 min
Traders work the floor during morning trading at the New York Stock exchange (NYSE) ahead of the US Federal Reserve's decision on lending rates, in New York on January 31, 2024. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Nvidia closed at $721.28 per share, with a market value of $1.78 trillion to Amazon's $1.75 trillion market cap. Bitcoin retreatsCryptocurrencies fell on Tuesday tracking the broader market sell-off. [PRO] Japan's bull caseJapan is fast emerging on investors' radar, and this has been reflected in the stock market's recent bull run.
Persons: Russell, Bob Bakish, Cryptocurrencies, Bitcoin, Jurrien, Morgan Stanley Organizations: New York Stock, Federal, CNBC, Dow, Nasdaq, Nvidia, Amazon Nvidia, Amazon, Paramount, Paramount Global, Metrics, Fidelity Investments Locations: New York, Japan
Value-investing asset manager GMO last week published a study showing that the top ten S & P 500 stocks by size have handily beaten an equal-weighted pool of the other 490 for several years now. Neither is Microsoft, a useful indicator give that it was the largest stock by market cap both in December 1999 and today. Indeed, today the stock market has done well even as expectations for the speed and depth of rate cuts this year have diminished. (Industrials are leading, the equal-weight S & P is up 19% from October and there were 204 new 52-week highs on the NYSE Friday over 24 new lows.) The S & P 500 uptrend has for weeks targeted the 5050 area, as an immediate culmination point, and it's just about there.
Persons: Morgan, Marko Kolanovic, , Janus, Stocks, it's, Alan Greenspan, Greenspan, Jerome Powell, Ned Davis, Ed Clissold, Jurrien, Goldman Sachs Organizations: Nvidia, Cisco, Nasdaq, Cisco Systems, Microsoft, Fed, Netscape, Boston, NYSE Locations: Russia, It's, Orange County, Calif
Meta's strong earnings has been a major factor in pushing up overall S & P 500 earnings estimates. The S & P 500 is up 4% for the year, but the equal-weight S & P 500 is up only 0.2%. Only about half the stocks in the S & P 500 are up this year. The two main small-cap indices, the Russell 2000 and the S & P SmallCap 600 , are both down 3% for the year. "If the S & P 500 was the Mag 7, it would be trading above 10k now."
Persons: Russell, we've Organizations: Nvidia, Microsoft, New York Stock Exchange, Software, NVIDIA, Apple
The market will broaden, says Fidelity's Jurrien Timmer
  + stars: | 2023-11-24 | 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 will broaden, says Fidelity's Jurrien TimmerJurrien Timmer, Fidelity Investments director of global macro, joins 'Squawk on the Street' to discuss the 2024 market outlook, predictions for the Fed's next move, and more.
Persons: Fidelity's Organizations: Fidelity Investments
A report card for the stock market as it approaches one year since the October 2022 bottom of the mini-bear market would probably read, "Good effort, shows perseverance, needs improvement." The equal-weight S & P 500 is up less than 12% from its low. The median stock in the index is up between 3% and 4% over the past 12 months. All four times since 1979, the S & P 500 and Russell 2000 were both higher in the fourth quarter. The S & P 500 is now at 17.7-times 12-month forward profit forecasts, according to FactSet, down from almost 20 in late July.
Persons: Doug Ramsey, Russell, Stephen Suttmeier, Jurrien Timmer, Stocks Organizations: Leuthold, Nasdaq, Bank of America, Fidelity Investments, Fed, Federal Reserve, Deutsche, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is 'legit' oversold now, says Fidelity Investments' Jurrien TimmerJurrien Timmer, Fidelity Investments director of global macro, joins 'Squawk on the Street' to discuss what could be confirming the action behind bond yields, whether Timmer's willing to put a 12-month target for equities, and more.
Organizations: Fidelity Investments
For the most part, the market has paid little attention, but this time the message seems to have hit home. Banks stocks have been weak, and even former leaders in industrials like Parker Hannifin have been down. Fewer than 50% of NYSE stocks are above their 200-day moving average. Energy stocks are up, but even they have been selling off in the last week, despite the rise of oil. "Rising interest rates have made commodities-related areas, from industrial metals to energy, interesting for the time being," Timmer noted.
Persons: Jerome Powell, Powell, Russell, Parker, Frank Gretz, Timmer, Lowry Organizations: UAW, Retail, Airlines, JETS, Transports, Banks, Nvidia, Marvell, AMD, Wellington, Commodities, Energy Locations: Banks, industrials, Taiwan, Wellington Shields, mused
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bond market does look somewhat compelling here, says Fidelity Investments' Jurrien TimmerJurrien Timmer, Fidelity Investments director of global macro, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate hike decision later today, and more.
Organizations: Fidelity Investments
No new players expected at Arsenal on deadline day, says Arteta
  + stars: | 2023-09-01 | by ( ) www.reuters.com   time to read: +1 min
Sept 1 (Reuters) - Arsenal have signed Kai Havertz, Jurrien Timber and Declan Rice in the transfer window, and with three players having left the club this week, manager Mikel Arteta doesn't expect any new arrivals. Folarin Balogun, Kieran Tierney and Nuno Tavares have all moved on from Arsenal in recent days, and even with Timber out injured, their incoming business would appear to be done. "I don't expect anybody to come in," Arteta told reporters on Friday. "We've done quite a lot and we had a lot of uncertainty with a lot of players so we have to be very cautious. Arsenal drew 2-2 with Fulham last weekend, but the manager is pleased with their performances so far this season.
Persons: Kai Havertz, Declan Rice, Mikel Arteta doesn't, Folarin Balogun, Kieran Tierney, Nuno Tavares, Timber, Arteta, It's, Trevor Stynes, Nick Macfie Organizations: Arsenal, Monaco, Fulham, Manchester United, Premier League, Thomson
Dutch designer shows adjustable fashion for all
  + stars: | 2023-09-01 | by ( ) www.reuters.com   time to read: +1 min
[1/5] A model presents a creation by designer Ruben Jurrien from his collection "Super Femboyant", during Amsterdam Fashion Week, Amsterdam, Netherlands, September 1, 2023. REUTERS/Piroschka van de Wouw Acquire Licensing RightsAMSTERDAM, Sept 1 (Reuters) - Dutch fashion designer Ruben Jurrien showed his take on size diversity on the catwalk at Amsterdam Fashion Week on Friday with not only different sized models but adjustable garments that fit all body types. Going beyond the trend of showing models who are more than a size zero Jurrien made his entire collection either one size fits all or adjustable. "Your body should not be a barrier to participating in the world of fashion," Jurrien told Reuters. Reporting by Stephanie van den Berg and Piroschka van de Wouw; Editing by Alison WilliamsOur Standards: The Thomson Reuters Trust Principles.
Persons: Ruben Jurrien, de Wouw, Jurrien, Stephanie van den Berg, Piroschka van de, Alison Williams Organizations: Amsterdam Fashion, REUTERS, Rights, XXL, Reuters, Thomson Locations: Amsterdam, Netherlands
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBond market's term premium is what's driving yields higher, says Fidelity Investment's TimmerJurrien Timmer, Fidelity Investments director of global macro, joins 'Squawk on the Street' to discuss what's happening in the bond market, the bond market's pressure on equities, and more.
Organizations: Fidelity Investments
LONDON, Aug 17 (Reuters) - Newcastle United face the first big test of their Premier League title aspirations on Saturday but the trip to champions Manchester City could be coming at the right time for the table-topping Magpies. "Thank you so much to the Premier League for letting us play on Saturday, and not on Sunday and Monday," Guardiola said sarcastically of the 72-hour turnaround from Wednesday's game. Newcastle have yet to win a Premier League match at The Etihad but the arrival of Italy's Sandro Tonali has boosted an already strong midfield featuring Brazil internationals Bruno Guimaraes and Joelinton. Guimaraes explained on a Brazilian podcast last month how much he has hated playing City in the past, so good were their players. Liverpool are overwhelming favourites to win their first home league game of the season against Bournemouth on Saturday, a side they thumped 9-0 at Anfield last August to equal the Premier League record.
Persons: Pep, Kevin de Bruyne, Guardiola, Abu, Italy's Sandro Tonali, Bruno Guimaraes, Guimaraes, Erling Haaland, KANE, Harry Kane, Ange Postecoglou, Cristian Romero, Jurrien Timber, Mikel Arteta, Luton's, Vincent Kompany, Alan Baldwin, Ken Ferris Organizations: Newcastle United, Premier League, Manchester City, Magpies, Etihad, UEFA Super, Sevilla, Burnley, Aston Villa, Saudi, St James, City, Newcastle, Brazil, City's, Manchester United, Tottenham Hotspur, Spurs, Bayern Munich, Brentford, Arsenal, Crystal, London, Chelsea, West Ham United, Sunday, Fulham, Jurrien, Bournemouth, Anfield, Nottingham Forest, Sheffield United, Wolverhampton Wanderers, Brighton & Hove Albion, Everton, Kenilworth, Thomson Locations: Athens, Belgium, Abu Dhabi, Joelinton, Argentina, Liverpool
Soccer Football - Premier League - Arsenal v Nottingham Forest - Emirates Stadium, London, Britain - August 12, 2023 Arsenal's Jurrien Timber is substituted off after sustaining an injury Action Images via Reuters/John Sibley/File Photo Acquire Licensing RightsAug 16 (Reuters) - Arsenal's new signing Jurrien Timber will be sidelined due to a knee injury, the Premier League club said on Wednesday, with the Dutch international set to undergo surgery. "We can confirm that Jurrien Timber has sustained an injury to his anterior cruciate ligament in his right knee," Arsenal said in a statement. "Jurrien will undergo surgery in the coming days and will be out of action for a period of time. Arsenal next travel to face Crystal Palace on Monday. ($1 = 0.9158 euros)Reporting by Aadi Nair in Bengaluru, editing by Pritha SarkarOur Standards: The Thomson Reuters Trust Principles.
Persons: John Sibley, hobbled, Crystal, Aadi Nair, Pritha Sarkar Organizations: Soccer Football, Premier League, Arsenal, Nottingham Forest, Emirates, Dutch, Ajax Amsterdam, Thomson Locations: London, Britain, Bengaluru
Goalkeeper Raya moves to Arsenal on loan from Brentford
  + stars: | 2023-08-15 | by ( ) www.reuters.com   time to read: +2 min
Aug 15 (Reuters) - Arsenal have signed Spanish goalkeeper David Raya from fellow Premier League club Brentford on a season-long loan with an option to make the transfer permanent, both clubs said on Tuesday. According to British media reports, Arsenal paid Brentford a loan fee worth three million pounds ($3.82 million) for Raya and will have the option to sign the goalkeeper on a permanent basis for 27 million pounds. "David is a top-quality goalkeeper, who has consistently performed to a high level with Brentford in the Premier League," Arsenal sporting director Edu said. Brentford added that Raya had signed a two-year contract extension before moving to Arsenal. The West Londoners, who finished ninth in the Premier League last season, signed Dutch goalkeeper Mark Flekken from Bundesliga side Freiburg on a four-year contract in May.
Persons: David Raya, Raya, David, Edu, Aaron Ramsdale, Matt Turner, Declan Rice, Kai Havertz, I've, Mikel Arteta, he's, Mark Flekken, Aadi Nair, Janina Nuno Rios, Pritha Sarkar Organizations: Arsenal, Premier League, Brentford, Nottingham Forest, West Londoners, Bundesliga, Freiburg, Fulham, Thomson Locations: Spanish, Raya, Spain, Qatar
But Forest grabbed a goal back in the 83rd minute through Taiwo Awoniyi and pressed for an unlikely point. ANXIOUS FINISH"Welcome to the Premier League!" Arsenal manager Mikel Arteta said of the anxious finish. "Running the clock down, in this league, that's a very dangerous thing to do but overall I'm very happy." Sheffield United's defeat by Palace completed a poor opening weekend for the promoted clubs after Burnley's loss on Friday.
Persons: Eddie Nketiah, Martin Odegaard, William Saliba, Gabriel Martinelli, David Klein, James ', Eddie Howe's, Sandro Tonali, Moussa Diaby, Alexander Isak, Callum Wilson, Harvey Barnes, Declan Rice, Kai Havertz, Saka, Mikel Arteta, Solly, Joao Pedro, Carlton Morris, Simon Adingra, Evan Ferguson, Bobby De Cordova, Reid, Andreas Pereira, Michael Keane, Stuart Attwell, James Tarkowski, Bernd Leno, Sean Dyche, West Ham, Dominic Solanke, Jarrod Bowen, Andoni Iraola, Odsonne Edouard, Martyn Herman, Pritha Sarkar Organizations: Soccer Football, Premier League, Arsenal, Nottingham Forest, Emirates, REUTERS, Newcastle, Villa, Forest Everton, Fulham, Luton Town's, Hove Albion, Champions Manchester City, Burnley, St, Newcastle United, Aston Villa, Everton, Crystal, Sheffield United . West Ham United, Bournemouth, Gunners, Timber, Football League, Brighton, Luton, Goodison, BBC, Sheffield, Thomson Locations: London, Britain, Brighton, West
Arsenal enjoyed an eight-point lead over City until mid-March but lost it at the end of April and will now look to seek revenge in Sunday's traditional curtain-raiser to the Premier League season at Wembley. Since then, he has helped Arsenal qualify for the Champions League for the first time since the 2016-17 campaign. Arteta said he wants his team to build on the momentum from last season and elevate it to new heights. "Very excited to play a final to win a trophy, we are playing against the team to beat," Arteta told reporters. What we did last year was not enough to win the big trophy, and we have to be better.
Persons: Mikel Arteta, Peter Cziborra, Pep Guardiola, Arteta, Declan Rice, Kai Havertz, David Raya, Pearl Josephine Nazare, Pritha Sarkar Organizations: Soccer Football, Arsenal, AS Monaco, Emirates, Premier League, Manchester City, Champions League, City, Wembley, FA, Brentford, Thomson Locations: London, Britain, Arteta, Bengaluru
Those three signings were all completed early in the close4 season meaning Arsenal should be ready to hit the ground running when they kick off at home to Nottingham Forest next Saturday. While Rice's price tag appears over-inflated, he looks capable of giving Arsenal the drive their midfield began to lack in the closing months of the campaign. Timber offers the sort of defensive depth Arsenal sadly lacked after France's William Saliba was injured in March. "The players will have learned a hell of a lot with that title run, and this year is about going that one step ahead. ($1 = 0.7843 pounds)($1 = 0.9112 euros)Reporting by Martyn Herman; Editing by Ken FerrisOur Standards: The Thomson Reuters Trust Principles.
Persons: Arsenal's Kai Havertz, Declan Rice, Peter Cziborra, Mikel Arteta's, Kai Havertz, Martin Odegaard, Havertz, Mikel Arteta, Granit Xhaka, William Saliba, Gabriel Martinelli, Gabriel Jesus, Rice, Arsenal's, Martyn Herman, Ken Ferris Organizations: Soccer, Arsenal, AS Monaco, Emirates, Peter Cziborra LONDON, Manchester City's, Premier League, City . Arsenal, West Ham United, Ajax Amsterdam, Nottingham Forest, Bayer Leverkusen, Timber, City, Barcelona, Thomson Locations: London, Britain, West, Chelsea, Arsenal's, California
City, who won their first Champions League title in June, will kick off their 2023-24 season against runners-up Arsenal on Sunday in the traditional curtain-raiser to the Premier League season. "The situation that we are in, we finished (last season) two weeks later than Arsenal and we start (this season) two weeks later. Arsenal have bought a really good player," Guardiola said. Guardiola reiterated his desire to keep England defender Kyle Walker, who has a year left on his City contract, amid interest from German giants Bayern Munich. Guardiola said Croatia defender Josko Gvardiol, who is set to join City from Bundesliga club RB Leipzig, is undergoing his medical test.
Persons: Pep Guardiola, Manchester City's Mateo Kovacic, Jack Grealish, Kim Kyung, Mikel Arteta's, Guardiola, Declan Rice, Kai Havertz, Rice, Kyle Walker, Bernardo Silva, Kyle, Bernardo, Silva, Josko Gvardiol, Pearl Josephine Nazare, Christian Radnedge Organizations: Soccer Football, Yokohama F Marinos, Manchester City, Japan, Manchester, Arsenal, Community, City, Champions League, FA, Premier League, Mikel Arteta's Arsenal, West Ham United, Chelsea, Ajax Amsterdam, England, Bayern Munich, LaLiga, Barcelona, Croatia, Bundesliga, RB Leipzig, Thomson Locations: Tokyo, Japan, London, West, Portuguese, Bengaluru
Consider: The S & P 500 hasn't seen a 1% down day in two months . The S & P 500 is going to close higher for five consecutive months. The S & P 500 advance/decline line, which measures the daily activity of how many stocks are advancing versus declining, has been rising steadily for the past two months. The triumph (so far) of the soft landing has enabled earnings estimates to stabilize. The soft landing data must continue .
Persons: It's, What's, Frank Gretz, Wellington Shields, Gretz, Alec Young, Young, Jerome Powell's, Timmer, Matt Maley, Miller Tabak Organizations: PCE, Bulls, Tactical Alpha, Fed, Fidelity Investments Locations: Wellington
That has helped pressure many of the market’s popular dividend-paying stocks, which investors had turned to when rates were far lower. "The dividend-paying value side of the market is a pretty compelling place to go to maintain that return." Nevertheless, investors are seeking out dividend-paying stocks as a source of total return this year in anticipation that bond yields may falter while stocks continue to gain, Silverblatt said. “If you are going into dividend paying stocks now, you are taking that risk because you think there's a high probability that the market goes up," he said. Corso is searching for dividend-paying companies in cyclical sectors such as financials, where valuations are less expensive.
Persons: Jurrien Timmer, Howard Silverblatt, Dow, Silverblatt, hadn't, Cliff Corso, Corso, Bryant VanCronkhite, David Randall, Ira Iosebashvili Organizations: YORK, Federal Reserve, Fidelity Investments, BoFA Global Research, Dow Jones Indices, Companies, Asset Management, Fed, Allspring Global Investments, Thomson
As of Monday, 87 companies had reported their Q2 earnings – 78% of which beat analysts' expectations. Some of the biggest names to beat the Street this quarter are Tesla, Bank of America, and Philip Morris. The good news: 78% percent of them beat estimates, by an average 6.2%. Among the biggest names, Tesla reported a 20% earnings jump to 91 cents per share, surpassing analysts' estimate for 82. While earnings estimates have, for most companies, beaten targets, Fidelity's Timmer warns investors not to get carried away.
Persons: Philip Morris, It's, Jurrien, Jurrien Timmer, Timmer, Tesla, Goldman Sachs Organizations: Bank of America, Fidelity, Service, Microsoft, Fidelity Investments, Meta Locations: Wall, Silicon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks that were leading on the way up are leading the way down, says Fidelity's Jurrien TimmerJurrien Timmer, Fidelity Investments director of global macro, joins 'Squawk on the Street' to discuss earnings expectations for the remainder of the year, market sentiment supportive of further gains, and the unusual market recovery.
Persons: Fidelity's Organizations: Fidelity Investments
Total: 25