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☆ Here are the 10 stocks that large-cap money managers are getting most excited about right now, according to UBS
  + stars: | 2024-02-29 | by ( James Faris | ) www.businessinsider.com   time to read: +2 min
Large-cap fund managers are starting to shy away from several of the biggest companies in the S&P 500, according to a recent report from UBS. By bailing on those three names and top performers like Nvidia (NVDA), money managers are swimming against the tide. That's why large-cap stock-pickers tend to fade the biggest companies, according to UBS. 10 stocks that fund managers loveBy contrast, fund managers' largest relative overweight positions are in sectors like industrials, financials, healthcare, and materials, Palfrey noted. Below are the 10 companies that are seeing the biggest improvements in sentiment from large-cap fund managers, as measured by the net number of funds adding positions to them.
Persons: Patrick Palfrey, Palfrey Organizations: UBS, Microsoft, Apple, Business, Nvidia
☆ Palfrey: The Fed is almost trying to be painfully clear in its messaging
  + stars: | 2023-03-09 | 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 EmailPalfrey: The Fed is almost trying to be painfully clear in its messagingCredit Suisse's Patrick Palfrey discusses why he believes the market rotation back into growth stocks will persist, and why he's sticking with his year-end target for the S&P 500.
☆ Why all the big bank equity analysts think the market is going to drop
  + stars: | 2023-02-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
After a stellar start to 2023, many big bank analysts are skeptical that this rally can continue and urge investors to prepare for another leg lower. "We believe investors should fade the YTD rally as recession risks are merely postponed rather than diminished," wrote JPMorgan's Marko Kolanovic in a January note to clients. Meanwhile, Barclays' Venu Krishna wrote in a Monday note that equities have "jumped the gun." Several factors, including falling recession risks and a correction in the CBOE Volatility Index and other spreads, also support a long-due fade in the market rally, wrote Credit Suisse's Patrick Palfrey in a January note. "We continue to recommend that equity investors position defensively and be prepared for additional volatility ahead," she said.
☆ ChatGPT has gone viral. Now Wall Street is flocking to AI.
  + stars: | 2023-02-02 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
Today's newsletter covers everything you want to know about how the viral ChatGPT language tool is colliding with the world of Wall Street. Wall Street is clamoring to ride the ChatGPT wave, and investors are pouring into anything that has exposure to the budding artificial intelligence sector. A batch of obscure small-cap bot stocks have made sizable gains, and certain Chinese AI stocks have climbed 60% in a matter of weeks. The stock market just hit a rare trifecta of bullish indicators. The stock market rally will fade as the Fed combats inflation and a recession hits, according to a Credit Suisse strategist.
☆ Palfrey: The health of the market rally has really been led by speculative assets
  + stars: | 2023-02-01 | 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 EmailPalfrey: The health of the market rally has really been led by speculative assetsCredit Suisse's Patrick Palfrey discusses whether the January trifecta -- the "Santa Claus Rally," "First Five Days" and "January Barometer" -- sets the markets up for strong gains for the rest of the year.
☆ The 'problematic' stock rally will fade as the Fed wrangles sticky inflation and recession hits in the 2nd half of the year, Credit Suisse strategist says
  + stars: | 2023-02-01 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
The rally in stocks that's kicked off 2023 is "problematic," according to Credit Suisse strategist Patrick Palfrey. Palfrey warned that gains will be fleeting as the Fed continues to battle sticky inflation. That could spark a recession and a sell-off in the market in the second half of the year, he predicted. Though prices cooled to 6.5% in December, inflation is likely to remain sticky in the second half of the year, Palfrey said. I think those are going to be a headwind for the market as we start to approach the latter half of the year," Palfrey warned.
☆ Buy these 39 cheap stocks that are set for stronger earnings growth than their peers in 2023, according to Credit Suisse
  + stars: | 2023-01-23 | by ( James Faris | ) www.businessinsider.com   time to read: +3 min
But cheap stocks as a whole are set to struggle this year, according to Credit Suisse. Credit Suisse projects that high P/E stocks will increase earnings by 15.5% in 2023 while their low P/E peers will muster just 3% growth. Over the last 10 years, richly valued companies have seen an average of 14.4% earnings growth compared to an average of 8.2% earnings growth for discounted stocks. 39 cheap stocks to buy for earnings growthHowever, not all inexpensive stocks will struggle this year. Below are the cheap stocks that Credit Suisse is optimistic about along with the ticker, market capitalization, and sector for each.
☆ The Fed could lay the groundwork for a year end rally in the week ahead
  + stars: | 2022-10-28 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +8 min
The coming week is also the busiest of the corporate earnings season, with about a third of the S & P 500 companies releasing results. "Historically, the market waits for the last Fed rate hike to be introduced and then the market climbs higher. The S & P 500 was up more than 8.8% for the month. The Dow was up 5.7% on the week, the S & P 500 was up 5.7% and the Nasdaq was up 2.2%. The 50-day moving average is 3,841 for the S & P 500, and it was well above it Friday afternoon for the second time in the past week.
☆ 'Tables have turned on FANG': Tech earnings wreck splits the stock market
  + stars: | 2022-10-28 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +3 min
This earnings season's tech wreck could continue to pressure the Nasdaq Composite, while other sectors may help broader indices deflect some of the pain. Amazon 's stock was hammered after the company missed estimates and gave a disappointing sales forecast for the current quarter . The two were members of FANG, a group of four favorite stocks that joined other Big Tech in carrying the market to highs before the bear market. Apple's report has been much anticipated by investors, since it is 7% of the S & P 500. "A favorable reaction could lift tech off its lows and help extend the relief rally in the S & P. A gap down would do the opposite."
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