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Search resuls for: "Piper Sandler's Michael Kantrowitz"


19 mentions found


☆ Yields will end the year lower than where they are now, says Piper Sandler's Michael Kantrowitz
  + stars: | 2024-01-29 | 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 EmailYields will end the year lower than where they are now, says Piper Sandler's Michael KantrowitzMichael Kantrowitz, chief investment strategist at Piper Sandler, joins 'Squawk on the Street' to discuss how the strategist is parsing through the earnings results thus far, if there are still hopes for a bond rally, and more.
Persons: Piper Sandler's Michael Kantrowitz Michael Kantrowitz, Piper Sandler
☆ 'We are at the very onset of a recession right now': A top Wall Street strategist shares a 'huge red flag' signaling the economy is heading into a downturn — sending stocks tumbling as much as 20%
  + stars: | 2023-11-18 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Right now, it's up 7.7% year-over-year and continues to rise, prompting Kantrowitz to say it's a "huge red flag for me." Still, while the unemployment rate is up to 3.9% from its 3.4% low earlier this year, unemployment claims have not spiked meaningfully. Piper Sandler"Regarding employment – I see enough data that has me convinced that we are at the very onset of a recession right now," Kantrowitz said. If the unemployment rate continues to tick upward, even slightly, it will likely trigger the Sahm rule mentioned above. Plenty of market onlookers see a recession in 2024, including DoubleLine Capital CEO Jeffery Gundlach and Citadel founder Ken Griffin.
Persons: Piper Sandler's Michael Kantrowitz, Kantrowitz, Piper Sandler, Sahm's, It's, Claudia Sahm, Jon Wolfenbarger, Wolfenbarger, Jeffery Gundlach, Ken Griffin, Goldman Sachs, Jan Hatzius, Brian Moynihan Organizations: Federal, Business, Institute for Supply Management's, Investor, Federal Reserve, National Federal, Independent, Treasury, Conference, DoubleLine Capital, Citadel, Bank of America
☆ 'The damage has already been done': A 31-year market vet shares 3 pieces of evidence that the labor market is about to collapse, sending the economy into recession and the stock market spiraling
  + stars: | 2023-11-11 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
The US economy added just 150,000 jobs, under the expected 180,000, and the unemployment rate rose to 3.9%, now 0.5% higher than its low earlier this year. Federal Reserve Bank of St. Louis/Bullandbearprofits.comSecond, the inverted yield curve is starting to steepen. An inverted yield curve has been an extremely reliable recession indicator over the last several decades. Bullandbearprofits.com"Proven leading indicators show that the unemployment rate is likely to start rising materially soon. Piper SandlerIn addition to the yield curve and employment indicators above, other recession indicators continue to point to a downturn ahead.
Persons: Jon Wolfenbarger, Merril Lynch, Wolfenbarger, Louis, bode, Piper Sandler's Michael Kantrowitz, Piper Sandler, Societe Generale's Albert Edwards, Edwards Organizations: JPMorgan, Federal Reserve Bank of St, National Federation of Independent, Fed, Bank of America, Societe Generale's, Generale, Edwards . Societe Generale Locations: lockstep, Edwards .
☆ Markets will stay between a soft and hard landing, says Piper Sandler's Michael Kantrowitz
  + stars: | 2023-11-06 | 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 EmailMarkets will stay between a soft and hard landing, says Piper Sandler's Michael KantrowitzMichael Kantrowitz, chief investment strategist at Piper Sandler, joins 'Power Lunch' to discuss his market outlook, job numbers, and more.
Persons: Piper Sandler's Michael Kantrowitz Michael Kantrowitz, Piper Sandler
☆ A 32-year market vet warns a recession is still on the way as the Fed's jumbo rate hikes continue to work their way into the economy — and shares 3 reasons why stocks are overvalued by 35%
  + stars: | 2023-09-30 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
The hikes scared investors into thinking a recession would be on the way. But today, the labor market remains strong and inflation is under 4%, prompting rosier outlooks about the fate of the US economy. Rate hikes take time to work their way into the economy. But their main adversary going forward is going to be the Fed, with inflation still elevated. The Consumer Price Index is at 3.7% year-over-year, and core inflation, which the Fed watches closely, is even higher at 4.3%.
Persons: Michael Pento, Piper Sandler, Pento, Louis, LEI, Greg Boutle, Morgan Stanley's Mike Wilson, Piper Sandler's Michael Kantrowitz, Jeremy Grantham, Merrill Lynch, Gary Shilling, Jerome Powell Organizations: Federal Reserve, Federal Reserve Bank of St, National Federation of Independent Businesses, Conference, Stock, Robeco, Nasdaq, BNP, Fed
☆ Forget about a recession sinking the stock market. Rising rates threaten to spoil the party just like they did in 2022.
  + stars: | 2023-08-19 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Yields on 10-year Treasury yields have surged well above 4%. With both stock valuations and interest rates high, stock prices could continue to fall. Yields on 10-year Treasury notes surged to 15-year highs this week, surpassing 4.3% for the first time since late 2007. This has put a damper on what was a 20% rally for the S&P 500 from January to the end of July. The median S&P 500 year-end price target among major Wall Street strategists is 4,300, just below the index's current price around 4,370.
Persons: Stocks, Adam Turnquist, Treasurys, It's, John Lynch, they've, Tom Essaye, Lynch, Turnquist, David Rosenberg, Rosenberg, Greg Boutle, Cantor Fitzgerald's Eric Johnston, Piper Sandler's Michael Kantrowitz Organizations: Treasury, LPL, Bank of America, Comerica Wealth, Wall Street, Rosenberg Research, RBC, BNP
☆ A former BlackRock stock chief shares 3 indicators that tell him it's too early to abandon his recession call despite the economy's strength — and warns the stock market's rally is doomed for a revers
  + stars: | 2023-08-12 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
The inverted yield curve and The Conference Board's LEI are two indicators that inform his view. Instead, investors should be paying attention to indicators like the Treasury yield curve, The Conference Board's Leading Economic Index, and money growth. Here's the yield curve. And the start of a recession typically comes a bunch of of months after the yield curve inverts. The yield curve didn't invert until less than a year ago.
Persons: Bob Doll, LEI, Doll, Wall, — Bank of America's Michael Gapen, Michael Feroli —, we're, Louis, It's, Rosenberg Research's David Rosenberg, Piper Sandler's Michael Kantrowitz, Greg Boutle, Tom Lee Organizations: Federal Reserve, — Bank of America's, Crossmark Global Investments, BlackRock, Conference, Federal Reserve Bank of St, Fed, Louis Investors, Deutsche Bank, Bloomberg, BNP, Institute for Supply, Institute for Supply Management, of Labor Statistics Locations: Wells
☆ Stock-market investors rarely see a recession coming despite warning signals. As all the classic alarm bells ring again, this time is no different, experts say — setting investors up to get crushed.
  + stars: | 2023-08-05 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
The S&P 500 has rallied 17% year-to-date, but the Treasury yield curve and LEI point to a downturn. For Rosenberg, the difference is that we currently have an inverted yield curve, a recession signal that has preceded every downturn since the 1960s. An inverted yield curve means that rates on short-duration Treasurys rise higher than rates on long-duration Treasurys. The yield curve inverts often during Fed hiking cycles because short-term Treasury rates track closely along with the fed funds rate. The below chart shows the share of consecutive trading days where the yield curve has been inverted.
Persons: Piper Sandler's Michael Kantrowitz, David Rosenberg, Rosenberg, —, Here's Lacy Hunt, here's Rosenberg, Piper Sandler, Piper Sandler Kantrowitz, Kantrowitz Organizations: Rosenberg Research, Federal, Hoisington Investment Management Company, of Labor Statistics
☆ A top Wall Street strategist says the stock-market rally is due for a reversal as a bubble forms — and warns investors not to equate surging prices with a healthy underlying economy
  + stars: | 2023-07-15 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Plus, falling inflation means weaker pricing power, and therefore weaker revenue growth, Kantrowitz said. If you look at long-term earnings growth, we're sitting near record-low levels. Long-term growth expectations, shown in gray, are near all-time lows. The PEG ratio takes into account longer-term future earnings, as opposed to the more present-based price-to-earnings ratio. He added: "For all intents and purposes, the PEG ratio has never been higher in a normalized backdrop."
Persons: Piper Sandler's Michael Kantrowitz, Michael Kantrowitz, Piper Sandler, Kantrowitz, David Rosenberg, Rosenberg, downturns, Albert Edwards, Edwards, I'm Organizations: PMI, Treasury, Generale
☆ Earnings growth is expected to decline further this year, says Piper Sandler's Michael Kantrowitz
  + stars: | 2023-07-03 | 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 EmailEarnings growth is expected to decline further this year, says Piper Sandler's Michael KantrowitzMichael Kantrowitz, chief investment strategist at Piper Sandler, joins 'Squawk on the Street' to discuss recession concerns hinging on employment data, avoiding cyclical investments, and a sector neutral portfolio model.
Persons: Piper Sandler's Michael Kantrowitz Michael Kantrowitz, Piper Sandler
☆ 'Fundamentals still matter': A portfolio manager at a firm managing $17 billion warns stocks are due to sink 15% as AI hype fuels the current rally and drowns out recession alarm bells
  + stars: | 2023-06-17 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Stocks are once again in a bull market, with the S&P 500 now up more than 20% since October's lows. Nearly all of the recent rally can also be attributed to the index's top 10 stocks, he said. "During the late-90s tech bubble, over one-third of returns came from these mega-cap stocks," Wool said. "In the recent bull run, by contrast, almost the entire market return was accounted for by just ten companies' performance." A 15% decline would put the S&P 500 at 3,800.
Persons: Stocks, Rayliant's Phillip Wool, Wool, Phillip Wool, Solita, Louis, …, Lauren Goodwin, Morgan Stanley's Mike Wilson, it's, Morgan Stanley's Wilson, Piper Sandler's Michael Kantrowitz Organizations: UBS, LPL Financial, Conference, Federal Reserve Bank of St, Louis The Conference, Wool, Treasury, Federal Reserve, New York Life Investments, CME Group
☆ A top Wall Street investment strategist breaks down why stocks are setting up for a 22% drop in the second half of the year — and shares 2 signs that show a recession is likely
  + stars: | 2023-06-03 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Piper Sandler's Michael Kantrowitz says a recession is hurtling toward the US economy. He pointed to stocks falling in lockstep with rising unemployment claims in 2007, 2000, 1990, 1981, 1973, and 1969. Today, investors are again doing a poor job of forecasting rising unemployment claims in the months ahead, Kantrowitz believes. Underpinning Wilson's call is an earnings recession this year that investors aren't pricing in. "We first started talking about the coming earnings recession a year ago and received very strong pushback, just like today.
Persons: Piper Sandler's Michael Kantrowitz, Kantrowitz, Michael Kantrowitz doesn't, Piper Sandler, it's, Louis, Greg Boutle, Cantor Fitzgerald's Eric Johnston, Venu Krishna, Morgan Stanley's Mike Wilson, Wilson, Albert Edwards Organizations: Energy, Survey, Federal Reserve Bank of St, BNP, Barclays, Conference, Board, National Federal, Independent, of Labor Statistics, Generale's Locations: lockstep
☆ A notorious market bear who called the 2000 and 2008 crashes warns the S&P 500's 17% surge since October is a bear market rally — and that stocks are ripe for a decline of up to 60%
  + stars: | 2023-05-27 | by ( William Edwards | ) www.businessinsider.com   time to read: +7 min
Since October 2022, the S&P 500 is up 17% following a 25% decline as the Fed embarked on its rate-hiking cycle. The median S&P 500 price target for the end of the year is 4,000. Predicted in 2000 that the S&P 500 would likely see negative total returns over the following decade, which it did. Predicted in April 2007 that the S&P 500 could lose 40%, then it lost 55% in the subsequent collapse from 2007 to 2009. The S&P 500, by comparison, is up 1.1% over the past year.
☆ Watch CNBC's full interview with Piper Sandler's Michael Kantrowitz and Komal Sri-Kumar
  + stars: | 2023-04-26 | 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 EmailWatch CNBC's full interview with Piper Sandler's Michael Kantrowitz and Komal Sri-KumarMichael Kantrowitz, Piper Sandler chief investment strategist, and Komal Sri-Kumar, Sri-Kumar Global Strategies president, joins 'Power Lunch' to discuss the trajectory of the markets over the next six to eight months, why rising unemployment claims would be good for markets and much more.
☆ All the ingredients are there for a hard landing, according to Piper Sandler's Michael Kantrowitz
  + stars: | 2023-03-15 | 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 EmailAll the ingredients are there for a hard landing, according to Piper Sandler's Michael KantrowitzPiper Sandler Chief Strategist Michael Kantrowitz joins 'Power Lunch' to discuss the bank sell-off, commercial banks tightening lending standards and the Fed's rate plan.
☆ Watch CNBC's full interview with Piper Sandler's Michael Kantrowitz on market outlook
  + stars: | 2023-02-14 | 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 Piper Sandler's Michael Kantrowitz on market outlookMichael Kantrowitz, chief investment strategist and head of portfolio strategies at Piper Sandler, joins 'Squawk Box' to discuss today's CPI report numbers, forecasts about further drops in earnings expectations, and the consequences from the lag effect of inflation.
☆ S&P could sink to 3,225 by the end of the year, says Piper Sandler's Michael Kantrowitz
  + stars: | 2023-02-14 | 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 EmailS&P could sink to 3,225 by the end of the year, says Piper Sandler's Michael KantrowitzMichael Kantrowitz, chief investment strategist and head of portfolio strategies at Piper Sandler, joins 'Squawk Box' to discuss today's CPI report numbers, forecasts about further drops in earnings expectations, and the consequences from the lag effect of inflation.
☆ Morgan Stanley's stock chief says a signal that flashed before the 2000, 2008, and 2020 market crashes is once again glaring red — and that big declines are still ahead for the S&P 500
  + stars: | 2023-02-11 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Forward earnings growth is now negative, Morgan Stanley's Mike Wilson points out. In a February 6 note to clients, Morgan Stanley's Chief US Equity Strategist Mike Wilson reiterated his call that the S&P 500 hasn't seen a bottom yet. Wilson highlights this pattern in the chart below, showing forward EPS growth (yellow line) alongside S&P 500 price action (blue line). "History shows price downside is in front of us, not behind us," the chart's title reads. Morgan StanleyWilson said in December that he sees the S&P 500 bottoming between 3,000-3,300 in the first quarter before recovering to 3,900 later this year.
☆ Watch CNBC's full interview with Piper Sandler's Michael Kantrowitz
  + stars: | 2022-09-23 | 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 Piper Sandler's Michael KantrowitzMichael Kantrowitz, Piper Sandler chief investment strategist, joins 'Power Lunch' to discuss the companies he thinks investors should buy, the names to avoid and what will happen to companies with poor earnings reports next year.
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