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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe rebound market still has room to run, says Richard Bernstein's Dan SuzukiDan Suzuki, Richard Bernstein Advisors deputy CIO, joins CNBC's 'The Exchange' to discuss stocks' current rally, sectors with the most opportunity, and more.
Persons: Richard Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein
Prices in the US could keep going up if the US doesn't "reindustrialize" its economy, Richard Bernstein said. The US has a "massive" trade deficit at a time when world trade is becoming fragmented, he noted. AdvertisementInflation will climb higher if the US economy doesn't reindustrialize its economy, according to investment manager Richard Bernstein. World trade has become more fragmented since the pandemic, and rising geopolitical tensions are a sign that the trend is continuing, he said. If it doesn't … we're going to have tremendous inflation here in the United States," Bernstein said to CNBC on Monday.
Persons: Richard Bernstein, , Bernstein, Ken Griffin Organizations: US, Service, Commerce Department, CNBC, JPMorgan Locations: United States, America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'reindustrialization' of America is a key theme for economic recovery, says Rich BernsteinRich Bernstein, Richard Bernstein Advisors CEO, joins 'Power Lunch' to discuss markets, American industrialization and shifting away from globalization.
Persons: Rich Bernstein Rich Bernstein, Richard Bernstein
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market needs to price in the possibility of more rate hikes: Richard Bernstein's ContopoulosMichael Contopoulos, Richard Bernstein Advisors, joins the 'Fast Money' table to talk the FOMC's rate decision today, the state of the economy, if stagflation is a problem right now, and more.
Persons: Richard Bernstein's Contopoulos Michael Contopoulos, Richard Bernstein, stagflation Organizations: Richard Bernstein Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings growth will continue to be a windfall for investors, says Richard Bernstein's Dan SuzukiDan Suzuki, Richard Bernstein Advisors deputy CIO, joins 'Power Lunch' to discuss the state of the market and earnings.
Persons: Richard Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein
The "US industrial renaissance" will be the top investment theme of the coming decade, Richard Bernstein Advisors said. The trend of American companies shifting away from dependence on foreign labor and supply chains should dominate investment strategies in the coming decades the firm said. "The market is already rewarding the beneficiaries of this capital reallocation, but we expect years, if not decades, of further performance from this critical investment theme," RBA president Richard Bernstein said in a note this week. For the US, that means big investment in infrastructure on manufacturing will be needed in the coming years as the world reorients. "The market has already recognized the re-industrialization investment theme despite investors' myopia with respect to more exciting technology-related themes, like artificial intelligence.
Persons: Richard Bernstein, Overreliance, Bernstein, Organizations: Richard Bernstein Advisors, Service, Republicans Locations: America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed's unlikely to cut interest rates this year, says Richard Bernstein Advisors CEORichard Bernstein, Richard Bernstein Advisors CEO & CIO, joins 'Power Lunch' to discuss what matters more to the markets, the Fed's next moves, and more.
Persons: Richard Bernstein
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompared to other speculative assets, Bitcoin isn't unique right now: Richard Bernstein's Dan SuzukiRichard Bernstein Advisor's Deputy CIO Dan Suzuki, and the 'Fast Money' traders to talk Bitcoin's recent trading boom and FOMO trades in the space.
Persons: Richard Bernstein's Dan Suzuki Richard Bernstein, Dan Suzuki
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall caps and emerging markets are investable sectors outside the 'Mag 7', says Richard BernsteinRichard Bernstein, Richard Bernstein Advisors CEO & CIO, joins 'Power Lunch' to discuss finding opportunities outside of the 'Magnificent 7'.
Persons: Richard Bernstein Richard Bernstein, Richard Bernstein
Watch CNBC’s full interview with Richard Bernstein
  + stars: | 2024-02-27 | 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 Richard BernsteinRichard Bernstein, Richard Bernstein Advisors CEO & CIO, joins 'Power Lunch' to discuss finding opportunities outside of the 'Magnificent 7'.
Persons: Richard Bernstein Richard Bernstein, Richard Bernstein
Bernstein CEO: Expect more inflation
  + stars: | 2024-02-14 | 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 EmailBernstein CEO: Expect more inflationRichard Bernstein, Bernstein Advisors CEO, and CNBC's Steve Liesman join 'The Exchange' to discuss the likelihood of a recession, the outlook of the U.S. economy, and more.
Persons: Bernstein, Richard Bernstein, Steve Liesman Organizations: Bernstein Locations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt was 'completely irrational' for the market to price in a March rate cut, says Michael ContopoulosMichael Contopoulos, Richard Bernstein Advisors, talks the impact of the Federal Reserve's latest interest rate decision on markets with the 'Fast Money' traders.
Persons: Michael Contopoulos Michael Contopoulos, Richard Bernstein Organizations: Richard Bernstein Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNo signs of an 'imminent' recession, says Richard Bernstein's Dan SuzukiDan Suzuki, Richard Bernstein Advisors deputy CIO, joins 'Power Lunch' to talk the mid-day market action, the possibility of a recession, what to expect from this earnings cycle and more.
Persons: Richard Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein
Megacap technology stocks reascended the throne in 2023 after a debilitating 2022 left some investors sour on the outlook for the industry. The stocks are really going to have to show what the next big thing is." Even as it outperformed the market, the e-commerce giant's gains were overshadowed by other large megacaps flaunting their latest AI innovations, with some worrying Amazon may be falling behind on AI technology . Semiconductor companies Intel , Broadcom and Lam Research also look attractive even if Mag 7 stocks maintain their leadership position as AI proliferates, Woods said. "It's a story that is just starting to play out and we're just going to build on it going forward," he said.
Persons: Tesla, Jay Woods, hasn't, Capital's, Woods, aren't, DoorDash, Uber, Neuberger, Dan Flax, Bard, missteps, Gene Munster, Ken Mahoney, Richard Bernstein, wouldn't, Brent Fredberg, we're Organizations: Federal, Nvidia, Amazon, Apple, Microsoft, Meta, Tesla, Freedom Capital, Asset Management, Richard Bernstein Advisors, Brandes Investment Partners, outperformance, Micron Technology, Semiconductor, Intel, Broadcom, Lam Research Locations: GOOGL
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCorporate profit recovery is underway, says Richard Bernstein's Dan SuzukiDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, joins 'The Exchange' to discuss the market outlook amid a potential government shutdown, the state of the economy, and more.
Persons: Richard Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein Organizations: Richard, Richard Bernstein Advisors
Financial markets have been engaged in a growing debate over the risks that lurk in Treasurys, with prominent voices raising doubts. AdvertisementAdvertisementIn March, a Richard Bernstein Advisors note said spreads on credit default swaps have climbed for Treasurys since since 2011, when the federal government was issued its first credit downgrade. Then came this spring's debt-ceiling drama and the US credit downgrade in August from Fitch, which cited the rising debt burden and political dysfunction. If a downgrade follows, then US debt wouldn't be in the safest category for default risk at any of the three major ratings agencies. Several auctions for long-dated Treasurys have seen weak demand, and buyers are demanding higher compensation for the risk of carrying Treasurys.
Persons: , Moody's, they've, Mohamed El, Erian, Asset's Seema Shah, Treasurys, Richard Bernstein, Gennadiy Goldberg isn't Organizations: Service, Federal, CNBC, Dallas Federal, Richard Bernstein Advisors, Fitch, Penn Wharton Budget, Securities Locations: Treasurys, there's, US
Tech stocks are in a bull market and could jump another 10%-12% by year-end, Wedbush's Dan Ives said. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. AdvertisementAdvertisementTech stocks are in the early stages of a bull market, and the sector is primed to stage a big rally by the end of this year, according to Wedbush's Dan Ives. That's recreating a "1995 moment" for the tech sector, the year the internet started to transform the space, Ives previously said. "We believe this is the beginning of the next tech bull market.
Persons: Wedbush's Dan Ives, , Ives, Richard Bernstein Organizations: Nasdaq, Service, Tech, Microsoft, CNBC, Richard Bernstein Advisors Locations: Gibraltar
In today's big story, we're looking at why the market might be on the cusp of a once-in-a-generation investing moment (but not with the names you're familiar with). The big storyUnder the radarA trader looks at market charts on the floor of the New York Stock Exchange on January 18, 2023. Angela Weiss/AFP/Getty ImagesWhen it comes to the stock market, the real value is in the crumbs. AdvertisementAdvertisementThe former chief investment strategist at Merrill Lynch views the chance to get in on less-glamorous stocks as a "once-in-a-generation" opportunity. The end of the AI market boon.
Persons: , Stanley, Angela Weiss, Richard Bernstein, Merrill Lynch, Insider's Jennifer Sor, Bernstein, Jennifer, Brendan McDermid, Fundstrat's Tom Lee, Charlie Munger, Warren Buffett's, Munger, there's, Berkshire Hathaway, Bill Smead, Smead, Kendrick Lamar's, Rishi Sunak, Linda Yaccarino, Hitler, Elon Musk, carles miro, Getty, Tyler Le, Gen Zers, Zers, Donald Trump, OpenAI, OpenAI DevDay, Adolphe Sax, Martha Stewart, Lexie Moreland, Dan DeFrancesco, Naga Siu, Hallam Bullock, Lisa Ryan Organizations: Service, New York Stock Exchange, Getty, Bank of America, REUTERS, Elon, AI, Trump, Trump Organization, OpenAI Locations: Victoria, New York City, San Diego, London, New York
A once-in-a-generation opportunity is coming for the stock market, according to investment chief Richard Bernstein. AdvertisementAdvertisementBrace for a big investing opportunity that's about to come for stocks — and not in an area of the market investors may be expecting. That's according to Richard Bernstein, the CIO of Richard Bernstein Advisors, a $16 billion asset manager. That coming pendulum swing in market leadership is a "once-in-a-generation" buying opportunity brewing among forgotten and under-loved areas of the market, Bernstein says. Richard Bernstein Advisors"Because growth is starting to accelerate, it makes less and less sense to pay a premium for growth.
Persons: Richard Bernstein, , Bernstein, Merrill Lynch —, RBA, Russell, Bernstein isn't Organizations: Service, Richard Bernstein Advisors, Amazon, Bank of America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a huge cyclical opportunity in the broader market: Richard Bernstein Advisors CEORichard Bernstein, Richard Bernstein Advisors CEO, and CNBC's Steve Liesman, join 'Power Lunch' to discuss where to find opportunities beyond the Magnificent 7 and more.
Persons: Richard Bernstein, Steve Liesman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Richard Bernstein Advisors CEORichard Bernstein, Richard Bernstein Advisors CEO, and CNBC's Steve Liesman, join 'Power Lunch' to discuss where to find opportunities beyond the Magnificent 7 and more.
Persons: Richard Bernstein, Steve Liesman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNo one can say monetary policy is too tight right now: Richard Bernstein's Michael ContopoulosThe 'Fast Money' traders go around the desk with reaction to today's Fed decision to leave interest rates unchanged.
Persons: Richard Bernstein's Michael Contopoulos
That means earnings are about to take off in nearly every area of the market, the firm said. AdvertisementAdvertisementInvestors could soon face a once-in-a-lifetime investment opportunity in stocks, thanks to a coming pop in corporate profits across sectors of the market, according to the investment firm Richard Bernstein Advisors. "Furthering the airplane metaphor, we see profits taking off …Corporate profits are accelerating and the overall economy looks set to remain quite healthy." In the US, leading indicators for corporate profits have also bottomed, which suggest that earnings will gain momentum into next year. "Such narrow leadership seems totally unjustified and their extreme valuations suggest a once-in-a-generation investment opportunity in virtually anything other than those 7 stocks," the firm added.
Persons: RBA, , Richard Bernstein Organizations: Service, Richard Bernstein Advisors
A trader works on the floor of the New York Stock Exchange (NYSE) in New York City, September 6, 2022. U.S. stock futures were flat Monday night as the third-quarter earnings season gains momentum. S&P 500 futures ticked up 0.03%, while Nasdaq 100 futures traded near the flatline. The 10-year U.S. Treasury yield rose 7 basis points to 4.7% on Monday. In addition to Tuesday's earnings reports, Wall Street will also be keeping an eye out for fresh economic data.
Persons: Russell, Johnson, Goldman Sachs, Lockheed Martin, Richard Bernstein, CNBC's, Charles Schwab, George Ball, Sanders Morris Harris Organizations: New York Stock Exchange, Dow Jones, Nasdaq, Treasury, Dow, Johnson, Bank of America, Lockheed, Richard Bernstein Advisors, Monday, JPMorgan Chase Locations: New York City, Israel, Iran
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall-cap stocks will 'lead the way' as economy re-accelerates, says Richard BernsteinBob Doll, Crossmark Global Investments, and Richard Bernstein, Richard Bernstein Advisors, join 'Closing Bell: Overtime' to discuss today's stock gains, what this signals for the market, and more.
Persons: Richard Bernstein Bob Doll, Richard Bernstein Organizations: Investments, Richard Bernstein Advisors
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