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Search resuls for: "Lisa Shalett"


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☆ Use real assets and hedge funds to help mitigate emerging risks: Morgan Stanley's Lisa Shalett
  + stars: | 2024-05-03 | 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 EmailUse real assets and hedge funds to help mitigate emerging risks: Morgan Stanley's Lisa ShalettLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Squawk on the Street' to discuss if the latest jobs report is optimistic for equities, why Shalett isn't feeling better about the equity market, and the CIO's confidence on inflation falling.
Persons: Morgan Stanley's Lisa Shalett Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management
☆ Morgan Stanley's Shalett: Don't hide behind mega-cap growth stocks
  + stars: | 2024-03-15 | 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 EmailMorgan Stanley's Shalett: Don't hide behind mega-cap growth stocksLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Squawk on the Street' to discuss the equity market strategy going forward, how generative AI will impact companies, and more.
Persons: Morgan Stanley's Shalett, Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management
☆ AI investing focus should turn to adopters outside of tech, says Morgan Stanley's Lisa Shalett
  + stars: | 2024-03-12 | 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 EmailAI investing focus should turn to adopters outside of tech, says Morgan Stanley's Lisa ShalettLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Closing Bell Overtime' to talk how and where to invest in AI.
Persons: Morgan Stanley's Lisa Shalett Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management
☆ Inflation trajectory going to be 'quite lumpy', says Morgan Stanley CIO Lisa Shalett
  + stars: | 2024-02-20 | 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 EmailInflation trajectory going to be 'quite lumpy', says Morgan Stanley CIO Lisa ShalettLisa Shalett, Morgan Stanley CIO, joins 'Closing Bell Overtime' to talk red flags in the market rally, the day's market action and more.
Persons: Morgan Stanley, Lisa Shalett Lisa Shalett
☆ Encouraging opportunities in investment-grade bonds and cyclical, says Morgan Stanley's Lisa Shalett
  + stars: | 2024-01-26 | 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 EmailEncouraging opportunities in investment-grade bonds and cyclical, says Morgan Stanley's Lisa ShalettLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Squawk on the Street' to discuss her stance towards the markets, how she expects the rhetoric to shift for the Federal Reserve, and more.
Persons: Morgan Stanley's Lisa Shalett Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management, Federal Reserve
☆ Stock futures slip after Nasdaq registers 7-day win streak: Live updates
  + stars: | 2023-11-06 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
Traders work on the floor of the New York Stock Exchange (NYSE) on May 18, 2022 in New York City. Stock futures were lower on Monday evening, as investors assess whether a rally on Wall Street can continue. S&P 500 futures and Nasdaq 100 futures ticked down 0.1%. Both the S&P 500 and the 30-stock Dow were higher for the sixth-straight session, an occurrence not seen since June and July, respectively. The November uptick is in direct contrast to a weak October in which the S&P 500 slipped into correction territory.
Persons: Lisa Shalett, Morgan Stanley, Shalett Organizations: New York Stock Exchange, Stock, Futures, Dow Jones, Nasdaq, Dow, Investors, Federal Reserve, The, York, Disney, Wynn Resorts, Occidental Petroleum Locations: New York City
☆ Can America afford two wars? Here’s what the bond market thinks
  + stars: | 2023-10-29 | by ( Elisabeth Buchwald | ) edition.cnn.com   time to read: +5 min
New York CNN —If you want to aggravate the US bond market, just remind traders how high the nation’s budget deficit is. The latest tally from the Treasury Department for the fiscal year that ended September 30 put the deficit at $1.7 trillion. All else being equal, that tends to push bond prices down, which causes yields to go higher. That suggests there are other factors that may be outweighing the effects of the war that are driving yields higher, said Snyderman. Also, since the debt ceiling was suspended in June, the Treasury has been issuing more bonds to fund government spending, pushing bond prices down.
Persons: it’s, Joe, That’s, shrugged, Lisa Shalett, Janet Yellen, Rachel Snyderman, Biden, ” Snyderman, John Lynch, Israel doesn’t Organizations: New, New York CNN, Treasury Department, Treasury, Morgan Stanley Wealth Management, Bloomberg, Center, CNN, , Congressional, Federal Reserve, Hamas, Fitch, Moody’s, Service, Comerica Wealth Management Locations: New York, Israel, Ukraine, Gaza, United States
☆ We're starting to see good spending pick up, says Citi's Nathan Sheets
  + stars: | 2023-10-20 | 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 EmailWe're starting to see good spending pick up, says Citi's Nathan SheetsLisa Shalett, Morgan Stanley Wealth Management CIO, and Nathan Sheets, Citi Global chief economist, join 'Squawk on the Street' to discuss the current economic outlook, what Treasury yield levels mean for the markets, and more.
Persons: Nathan Sheets Lisa Shalett, Morgan, Nathan Sheets Organizations: Morgan Stanley Wealth Management, Citi Global, Treasury
☆ We're looking for a pullback from here, fading this rally, says Wells Fargo's Scott Wren
  + stars: | 2023-08-28 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're looking for a pullback from here, fading this rally, says Wells Fargo's Scott WrenLisa Shalett, Morgan Stanley Wealth Management CIO and Scott Wren, Wells Fargo Investment Institute senior global market strategist, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Wells Fargo's Scott Wren Lisa Shalett, Morgan, Scott Wren Organizations: Morgan Stanley Wealth Management, Fargo Investment Institute Locations: Fargo
☆ Watch CNBC's full interview with Lisa Shalett and Scott Wren
  + stars: | 2023-08-28 | 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 EmailWatch CNBC's full interview with Lisa Shalett and Scott WrenLisa Shalett, Morgan Stanley Wealth Management CIO and Scott Wren, Wells Fargo Investment Institute senior global market strategist, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Lisa Shalett, Scott Wren Lisa Shalett, Morgan, Scott Wren Organizations: Morgan Stanley Wealth Management, Fargo Investment Institute Locations: Fargo
☆ Will Chinese deflation help cure the West’s inflation problem?
  + stars: | 2023-08-22 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
New York CNN —The Chinese economy has hit a rough patch. What’s happening: Chinese consumer spending, factory production and investments in long-term assets like property or machinery all slumped last month. On Monday, the Chinese government surprised investors by deciding not to cut an important interest rate that influences mortgages. The beauty company is “mindful of the headwinds that have emerged in China’s economy,” said the report. And even still, many regional banks have struggled to prevent deposit outflows.
Persons: ”, Jason Pride, Michael Reynolds, Lisa Shalett, Edward Moya, Estee Lauder, Moya, “, Elisabeth Buchwald, Moody’s, ‘ Barbie ’, “ Barbie ”, Jordan Valinsky, Greta Gerwig, “ Oppenheimer, “ Barbie Organizations: CNN Business, Bell, New York CNN, Federal Reserve, Morgan Stanley Wealth Management, European, Apple, Intel, Ford, Starbucks, Nike, Saudi, Comerica Inc, National Bancorp, UMB Financial Corp, Bank of New York Mellon, State, Northern Trust, & $ Locations: New York, China, Europe, Beijing, Asia, Russia, Saudi Arabia, Silicon
☆ Load up on bonds for their juicy yields before the stock-market rally loses steam, says Morgan Stanley
  + stars: | 2023-08-17 | by ( George Glover | ) www.businessinsider.com   time to read: +3 min
It might be time to pile into US Treasurys, according to Morgan Stanley Wealth Management. Bond yields have jumped in recent weeks, while the equity-market rally may be losing steam. "Investors should consider hedges for their high-priced stocks," CIO Lisa Shalett said. Lisa Shalett said in a note to clients Monday that spiking yields had made bonds much more attractive in recent weeks, signaling that fixed-income assets could be a suitable hedge if this year's breathless stock-market rally starts to lose steam. When Treasury yields rise, they become more attractive to investors relative to stocks because they offer similar returns at a lower risk level.
Persons: Morgan, Lisa Shalett, Morgan Stanley, Shalett Organizations: Morgan Stanley Wealth Management, Service, Morgan Stanley Wealth Management's, Federal Reserve, Treasury Locations: Wall, Silicon
☆ Looming inflation report could hold an unpleasant surprise for markets
  + stars: | 2023-08-07 | by ( Jeff Cox | ) www.cnbc.com   time to read: +6 min
The central bank district's Inflation Nowcast model points to a 0.4% rise that would equate to a 3.4% annual rate. "Rent could be an important source of a positive (moderating) surprise in July's CPI," Yardeni wrote. 'Sticky' inflation persists But inflation has proven more persistent than most policymakers, particularly those at the Fed, would have thought. In fact, the Atlanta Fed's sticky CPI is still at 5.8% on a 12-month basis — though 2.9% at an annualized pace — after peaking at 6.7% earlier this year. Moreover, Thursday's core CPI reading is expected to show core inflation running at a 4.7% annual level, just a tad below the June reading.
Persons: Dow Jones, it's, Ed Yardeni, Goldman Sachs, Morgan Stanley, Lisa Shalett, Shalett, Morgan, Yardeni, Jerome Powell, Andrew Hollenhorst, Hollenhorst, Solita Marcelli Organizations: Cleveland Federal Reserve, Yardeni Research, JPMorgan Chase, Bank of America, Citigroup, Morgan Stanley Wealth Management, CPI, Cleveland Fed, UBS Locations: U.S, Atlanta
☆ Morgan Stanley's Lisa Shalett: Earnings forecasts for 2024 are just too optimistic
  + stars: | 2023-06-29 | 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 EmailMorgan Stanley's Lisa Shalett: Earnings forecasts for 2024 are just too optimisticLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Squawk on the Street' to discuss Morgan Stanley's tone towards markets, why markets will hit a 'wall,' and more.
Persons: Morgan Stanley's Lisa Shalett, Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management
☆ How will the Federal Reserve’s rate hike pause affect the dollar?
  + stars: | 2023-06-15 | by ( Samantha Delouya | ) edition.cnn.com   time to read: +4 min
A strong dollar affects prices, tourism and tradeThe ripple effect of a robust dollar permeates various parts of the economic picture, from international trade to tourism. “One of the underappreciated dimensions of a strong dollar is that it weighs on inflation,” she said. While Americans may find trips abroad relatively cheaper during times of dollar strength, tourism to the United States may take a hit. Relative weakness in European and Asian economies has also added investors’ appetite for the dollar, according to Gagnon. “I don’t see anything on the horizon that would weaken the dollar,” Gagnon said.
Persons: … that’s, Lisa Shalett, Shalett, Joseph Gagnon, ”, That’s, Gagnon, ” Gagnon, Goldman Sachs, “ Organizations: CNN, Federal Reserve, Morgan Stanley Wealth Management, Products, Walmart, Peterson Institute for International Economics, Deutsche Bank, eventual Locations: United, United States
☆ Bad news for the Fed: American workers are becoming less productive
  + stars: | 2023-06-14 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
But what does the Fed mean when it talks about labor markets and their impact on inflation? What’s happening: At its most basic level, labor productivity is a measure of the value of the goods and services produced by a company compared with the amount of labor used to produce that output. Labor productivity decreased 2.1% in the first quarter of 2023, the US Bureau of Labor Statistics reported earlier this month. The silver lining: The good news is technological innovations typically drive upturns in productivity and AI could be such an innovation. Absolutely not,” Yellen said, echoing the joint statement leaders from the Group of Seven made at last month’s summit in Japan.
Persons: Lisa Shalett, ”, Lisa Cook, Joseph Brusuelas, Sundar Pichai, aren’t, Jeffrey Sonnenfeld, Richard Blumenthal, “, Doug McMillon, Roger McNamee, Steven Spielberg, Vito Corleone, Janet Yellen, ” Yellen, Elisabeth Buchwald, Yellen, Biden Organizations: CNN Business, Bell, New York CNN — Federal Reserve, Morgan Stanley Wealth Management, Fed, Labor, US Bureau of Labor Statistics, BLS, McKinsey Global Institute, Federal, RSM US, of America, Google, Yale School, Management’s, Leadership Institute, Walmart, Technology, Financial, International Monetary Fund, Inter, American Development Bank group’s, African Development Fund, IMF Locations: New York, United States, Michigan, Connecticut, China, Japan
☆ It’s official. We’re in a bull market
  + stars: | 2023-06-08 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +5 min
The S&P 500 rallied Thursday to end the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. Buoyed by gains in big technology stocks, the broad-based index closed at 4,293.93 and crossed the threshold that separates a bear market from a bull market — that’s investor-speak for a period of time marked by rising stock prices and optimism on Wall Street. “The key difference for us is that you tend to see bull markets coincide with economic expansions, not economic contractions.”Still, since the last bull market, we’ve had a war in Europe, a banking crisis and a debt crisis among other dramas. The duck marketThe current situation is a bit more nuanced than the bull market-bear market binary, said Kevin Gordon, senior investment strategist at Schwab. “Such narrowness is not what new bull markets are built on.”The bottom line: Investors should “avoid getting sucked into this as a new bull market,” said Samana.
Persons: bullish, ChatGPT, “ We’re, ” Sameer Samana, we’ve, ”, Kevin Gordon, Schwab, Lisa Shalett, they’ve, Sam Stovall, “ Organizations: New, New York CNN, Investors, Big Tech, Google, Apple, Nvidia, Federal, Wells, Wells Fargo Investment Institute, CNN, Tech, US, Morgan Stanley Wealth Management, Fed Locations: New York, Silicon Valley, Wells Fargo, Europe, Samana
☆ They said we were getting a recession. Instead, we’re getting a bull market
  + stars: | 2023-06-07 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
A recipe for a bull market, apparently. “The key difference for us is that you tend to see bull markets coincide with economic expansions, not economic contractions.”Still, since the last bull market, we’ve had a pandemic, a war in Europe, a banking crisis and a debt crisis among other dramas. “Such narrowness is not what new bull markets are built on.”The bottom line: Investors should “avoid getting sucked into this as a new bull market,” said Samana. A nationwide UPS strike would be the largest work stoppage in US history, reports my colleague Vanessa Yurkevich. US Bankruptcies reach highest level in 13 yearsChapter 11 filings in the US have reached their highest levels since the end of the Great Recession, according to new data from S&P Global Market Intelligence..
Persons: “ We’re, ” Sameer Samana, we’ve, ”, Kevin Gordon, Charles Schwab, Lisa Shalett, they’ve, Vanessa Yurkevich, We’ve, Fred Zuckerman, pare Organizations: CNN Business, Bell, New York CNN, Federal, Wells, Wells Fargo Investment Institute, CNN, Tech, Nvidia, US, Morgan Stanley Wealth Management, UPS, Teamsters, –, Brotherhood of Teamsters, 1st, “, ”, P Global Market Intelligence, Bed, P, Retail, City Locations: New York, Wells Fargo, Europe, Samana, America
☆ Stock ETFs are seeing accelerated inflows even as grimmer Wall Street predictions warn of a bear market ahead
  + stars: | 2023-04-24 | by ( Zinya Salfiti | ) www.businessinsider.com   time to read: +3 min
Stock ETFs pulled in more than $12.6 billion in April, according to data from Bloomberg. It's the largest inflow into such funds since January and more than double the pace seen in February and March. Investors are pouring large amounts into equity ETFs even as Wall Street predictions warn of a bear market ahead. Wall Street veteran Ed Yardeni wrote: "In late October, we concluded that sentiment was so bearish it had to be bullish." Then, the current bull market is likely to resume, in our opinion," according to the Yardeni Research founder.
☆ American offices are half-empty. That could be the next big risk for banks
  + stars: | 2023-04-10 | by ( Julia Horowitz | ) edition.cnn.com   time to read: +9 min
“I’m more concerned than I’ve been in a long time,” said Matt Anderson, managing director at Trepp, which provides data on commercial real estate. About $270 billion in commercial real estate loans held by banks will come due in 2023, according to Trepp. Questions about the health of banks with sizable exposures to commercial real estate loans cause customers to pull deposits. That forces lenders to demand repayment — exacerbating the sector’s downturn and further damaging the banks’ financial position. The likeliest outcome is thought to be an uptick in defaults and reduced access to funding for the commercial real estate industry.
☆ US stocks face a 50% crash, a 'crypto apocalypse' is coming, and the economy is entering a 'doom loop.' Here are the 10 wildest predictions over the past quarter.
  + stars: | 2023-04-10 | by ( Zahra Tayeb | ) www.businessinsider.com   time to read: +6 min
From stocks to commercial real estate, several parts of financial markets are on shaky ground. Here are the 10 wildest predictions about asset prices and the economy over the past quarter. Grantham said the prices of stocks, bonds, real estate, fine art, and other investments surged to unsustainable highs during the COVID-19 pandemic. Crypto: an 'apocalypse' is coming for digital assets"Dr. Doom" economist Nouriel Roubini isn't hopeful about the crypto industry. "I think it will spread into commercial real estate as banks become more reluctant to lend," Cooperman said.
☆ Watch CNBC's full interview with Morgan Stanley’s Lisa Shalett on inflation and interest rates
  + stars: | 2023-03-31 | 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 Morgan Stanley’s Lisa Shalett on inflation and interest ratesLisa Shalett, Morgan Stanley Wealth Management CIO, joins ‘Squawk on the Street’ to discuss her thoughts on the market, how inflation impacts companies, and more.
☆ Economy not going back to 2% inflation anytime soon without paying, says Morgan Stanley’s Lisa Shalett
  + stars: | 2023-03-31 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomy not going back to 2% inflation anytime soon without paying, says Morgan Stanley’s Lisa ShalettLisa Shalett, Morgan Stanley Wealth Management CIO, joins ‘Squawk on the Street’ to discuss her thoughts on the market, how inflation impacts companies, and more.
☆ Premarket stocks: Banking chaos could break the strong job market
  + stars: | 2023-03-28 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
New York CNN —The job market has remained strong even as the Federal Reserve has spent a full year attempting to cool off the economy by raising interest rates. But economists think that the recent banking turmoil may be what finally raises unemployment. Even with those big job cuts, the labor market in the United States remains white hot. Since the pandemic, regional banks “have provided a vast majority of lending to small firms, underwriting local small business formation,” said Philip Wool, an analyst with asset manager Rayliant. AI will likely lead to job loss, they wrote, but technological innovation that initially displaces workers has historically created employment growth over long haul.
☆ A 'boxed-in' Fed will tank stocks from dot-com-level valuations after it raises rates, warns Morgan Stanley Wealth Management's CIO. She shares 5 areas of the market to find safety in.
  + stars: | 2023-03-22 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
With returns bound to be muted, Shalett likes investments outside of US stocks. "Market psychology has been shaken, setting off a dynamic that likely raises the odds of an imminent recession. Morgan Stanley Wealth ManagementShalett doesn't expect the size of decline her Morgan Stanley colleague Mike Wilson sees. However, with spreads widening and long-term rates reflecting a more reasonable terminal value, bonds are a decent relative portfolio hedge," Shalett said. And finally, active money managers like hedge funds should outperform in an environment where index returns are muted, Shalett said.
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