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☆ January Data: "Truth or Scare?"
  + stars: | 2024-03-11 | 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 EmailJanuary Data: "Truth or Scare?" CNBC's Rick Santelli and Academy Securities' Peter Tchir discuss macro and market implications after the jobs report.
Persons: Rick Santelli, Peter Tchir Organizations: Academy Securities
☆ Tech stocks are pulling the market higher, but it's all up to the Fed now
  + stars: | 2023-03-17 | by ( Bob Pisani | ) www.cnbc.com   time to read: +2 min
With all the wild volatility and hair-pulling over the fate of bank stocks, the average person on the street probably thinks the stock market has cratered this week. But it hasn't: The S & P 500 is up 2.6%. You can largely thank the performance of tech stocks, where the bulls have once again seized the reins. All the largest tech stocks have had big gains this week: AMD up 17% Meta Platforms up 14% NVIDIA up 11% Alphabet up 11% Microsoft up 11% Intel up 11% Amazon up 10% Apple up 5% But the tech rally is broader than the mega-caps. To the extent the big risk to tech stocks is the Fed continuing to raise rates, any sign that trend might be reversing would be a positive for the sector.
☆ Current sweet spot in equities may come from picking up 'quality' stocks
  + stars: | 2023-03-08 | by ( Bob Pisani | ) www.cnbc.com   time to read: +3 min
For investors who don't want to abandon stocks altogether and flee to the safety of two-year Treasury notes, one style attracting renewed interest is an old one: quality. "I would be picking growth stocks from here," Peter Tchir, head of macro strategy at Academy Securities, told me. But not just any growth stocks: "I would be picking companies that have stable earnings, and low debt." Stocks that screen for high quality tend to be leveraged to technology and the consumer. Matt Maley, chief market strategist at Miller Tabak, explains why: "Are people really going to be mad at you for owning Apple, or Microsoft, or other high quality stocks?
☆ The Fed just made its last rate hike of the year. Here's what it means and what happens next.
  + stars: | 2022-12-15 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
Fed Chair Powell took an aggressive stance at the podium Wednesday, effectively saying the central bank isn't done hiking rates. The Fed signaled it won't be taking its foot off the gas anytime soon with policy, but markets of late have been acting like a so-called Fed pivot is all but guaranteed. "Powell's very hawkish comments didn't get a very hawkish reaction from the market," Wright maintained. But the more the market ignores the Fed, the longer the Fed will have to keep monetary policy restrictive, which ultimately raises the odds of a recession. "We're likely to see head-fakes like this where the market looks for a Fed pivot," one strategist said.
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