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Search resuls for: "Truist's Keith Lerner"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Ritholtz's Josh Brown, Wells Fargo’s Chris Harvey and Truist’s Keith LernerRitholtz's Josh Brown, Wells Fargo's Chris Harvey, and Truist's Keith Lerner join 'Closing Bell' to discuss the resilience of the market rally, earnings season, and opportunity play in the market.
Persons: Ritholtz's Josh Brown, Wells, Chris Harvey, Truist’s Keith Lerner, Josh Brown, Truist's Keith Lerner
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and Truist's Keith LernerAdam Parker, Trivariate Research founder and Keith Lerner, Truist senior market strategist, join 'Closing Bell' to discuss markets, earnings and risks to the market rally.
Persons: Trivariate's Adam Parker, Truist's Keith Lerner Adam Parker, Keith Lerner, Truist Organizations: Trivariate Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with JPMorgan's Gabriela Santos and Truist's Keith LernerGabriela Santos, JPMorgan Asset Management chief market strategist, and Keith Lerner, Truist, join 'Closing Bell' to discuss their Fed outlook and the market rebound.
Persons: JPMorgan's Gabriela Santos, Truist's Keith Lerner Gabriela Santos, Keith Lerner, Truist Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with NewEdge’s Cameron Dawson, Payne Capital’s Courtney Garcia and Truist's Keith LernerNewEdge’s Cameron Dawson, Payne Capital’s Courtney Garcia and Truist's Keith Lerner, join 'Closing Bell' to discuss the market momentum, inflation and this weeks economic data.
Persons: NewEdge’s Cameron Dawson, Payne Capital’s Courtney Garcia, Truist's Keith Lerner NewEdge’s Cameron Dawson, Truist's Keith Lerner
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Wells Fargo's Scott Wren and Truist's Keith LernerScott Wren, Wells Fargo Sr. Global Equity Strategist and Keith Lerner, Truist Wealth Chief Market Strategist, join 'Closing Bell: Overtime' to discuss earnings and market reaction.
Persons: Wells Fargo's Scott Wren, Truist's Keith Lerner Scott Wren, Wells Fargo, Keith Lerner Organizations: Global Equity, Truist
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUnderlying trend looks positive for stocks following strong Q4, says Truist's Keith LernerKeith Lerner, Truist Wealth, and Cheryl Young, Rockefeller Global Family Office, join 'Closing Bell' to discuss if Lerner is concerned about valuations being stretched, if investors still need to justify current valuations, and more.
Persons: Truist's Keith Lerner Keith Lerner, Cheryl Young, Lerner Organizations: Truist, Rockefeller, Family Office
Thank the "Magnificent Seven" stocks for the S & P 500 's bounce to record levels in 2024 . "It's a bet on secular growth," said Truist's Keith Lerner. "AI stocks … are going bonkers," he said. "People see a secular growth story even with all the different type of cross-currents in the economy, interest rates and markets," he said. "However, strong secular tailwinds from Gen AI could extend the rally well beyond the typical 2-year up-cycles, in our view."
Persons: Truist's Keith Lerner, It's, Adam Sarhan, Lerner, , Ed Yardeni, Raymond James, Srini Pajjuri, Michael Bloom Organizations: Nvidia, Microsoft, Tesla, Investments, Devices, Taiwan Semiconductor Manufacturing, Semiconductor, Yardeni, SOX, stoke
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket pullback is opportunity to add for investors underweight equities, says Truist's Keith LernerKeith Lerner, Truist Advisory Services Co-CIO, and George Seay, Annandale Capital founder, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Truist's Keith Lerner Keith Lerner, George Seay Organizations: Truist Advisory Services, Annandale Capital Locations: Annandale
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Cantor's Eric Johnston, Truist's Keith Lerner and BNY's Alicia LevineEric Johnston, Cantor Fitzgerald's head of equity derivatives and cross-asset, Keith Lerner, Truist co-chief investment officer, and Alicia Levine, BNY Mellon head of investment strategy, join 'Closing Bell' to discuss the markets, their year-end playbook, and the bull versus the bear case.
Persons: Cantor's Eric Johnston, Truist's Keith Lerner, BNY's Alicia Levine Eric Johnston, Cantor Fitzgerald's, Keith Lerner, Truist, Alicia Levine, BNY Mellon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnergy is a natural hedge in the current market, says Truist's Keith LernerKeith Lerner, Truist Advisory Services Co-Chief Investment Officer and Kevin Merritt, Wedbush Director of Research, joins 'Closing Bell Overtime' to talk geopolitical impacts on the current market, where investors should be putting their money and more.
Persons: Truist's Keith Lerner Keith Lerner, Kevin Merritt Organizations: Email Energy, Truist Advisory Services, Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGovernment shutdown isn't a major issue for stock performance, says Truist's Keith LernerKeith Lerner, Truist co-chief investment officer, joins 'Squawk on the Street' to discuss the headwinds ahead for equity markets, how the yield story plays to stock market performance, and more.
Persons: Truist's Keith Lerner Keith Lerner, Truist Organizations: Government
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Ankur Crawford and Keith LernerAnkur Crawford, Alger, and Truist's Keith Lerner, join 'Closing Bell' to discuss their big cap tech outlook, growth elusiveness and investing in a choppy market.
Persons: Ankur Crawford, Keith Lerner Ankur Crawford, Alger, Truist's Keith Lerner
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Apollo Global's Torsten Slok and Truist's Keith LernerTorsten Slok, Apollo Global Management chief economist, and Keith Lerner, Truist chief market strategist, join 'Squawk on the Street' to discuss the volatility with the 10-year yield, how the high-rate environment will impact equity markets, and more.
Persons: Apollo Global's Torsten Slok, Truist's Keith Lerner Torsten Slok, Keith Lerner Organizations: Apollo Global Management
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDespite choppy moves forward, discretionary has opportunities, says Truist's Keith LernerKeith Lerner, Truist chief market strategist, joins 'Closing Bell' to discuss the risk reward in August's final stretch.
Persons: Truist's Keith Lerner Keith Lerner
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market's issue is a lack of catalysts for growth, says Truist's Keith LernerKeith Lerner, Truist co-chief investment officer, joins 'Squawk on the Street' to discuss what Lerner expects from the economy in the second half, the lagged issues to come, and Lerner's S&P earnings forecasts for next year.
Persons: Truist's Keith Lerner Keith Lerner, Truist, Lerner
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NewEdge Wealth's Cameron Dawson and Truist's Keith LernerCameron Dawson, chief investment officer for NewEdge Wealth, and Keith Lerner, Truist co-chief investment officer, join 'Closing Bell' to discuss market crosscurrents, the bears and bulls equities debate, and market outlook.
Persons: NewEdge Wealth's Cameron Dawson, Truist's Keith Lerner Cameron Dawson, Keith Lerner, Truist
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe should see modest gains in the second half of 2023 driven by earnings, says Truist's Keith LernerKeith Lerner, Truist Advisory Services co-CIO and Darrell Cronk, Wells Fargo Investment Institute president, join 'Closing Bell Overtime' to talk the day's market action and what is ahead for the second half of 2023.
Persons: Truist's Keith Lerner Keith Lerner, Darrell Cronk Organizations: Truist Advisory Services, Wells Fargo Investment Institute Locations: Wells Fargo
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTruist's Keith Lerner says he'd buy pullbacks in tech instead of chasing the sectorKeith Lerner, Truist co-chief investment officer, joins 'Closing Bell' to discuss his bear case for markets and offer his playbook.
Persons: Keith Lerner, he'd, Truist
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTruist's Keith Lerner says he expects market sell-off amid earnings seasonRBC Capital’s Amy Wu and Truist’s Keith Lerner, join 'Closing Bell: Overtime' to discuss market moves and earnings expectations.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarning numbers coming down will make markets more expensive, says Truist's Keith LernerKeith Lerner, CFA at Truist, joins 'Closing Bell' to an S&P earnings rebound, the employment report, and the Fed pivoting on its rate plan.
Watch CNBC’s full interview with Truist's Keith Lerner
  + stars: | 2023-03-20 | 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 EmailWatch CNBC’s full interview with Truist's Keith LernerKeith Lerner, Truist, joins 'Closing Bell' to discuss the trading day and sectors he's looking at for his portfolio.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Trivariate's Adam Parker, Crossmark's Victoria Fernandez and Truist's Keith LernerTrivariate Research Founder and CEO Adam Parker, Crossmark's Victoria Fernandez and Truist's Keith Lerner join 'Closing Bell' to discuss the risk of a position disconnect and bonds becoming an attractive alternative to equities.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe tech sector isn't going to be a leader next year, says Truist's Keith LernerJPMorgan’s Gabriela Santos and Truist Wealth’s Keith Lerner join 'Closing Bell: Overtime' to discuss Brad Gerstner's comments on the Fed and rates. They also discuss slimming down the tech sector.
The S & P 500, meanwhile, is down 15.5% this year, dragged down by the communication services and information technology sectors, along with consumer discretionary. The Nasdaq is up 6% in the fourth quarter, while the S & P 500 has surged 12% in that time. But, some investors think tech's cooperation will be needed for the market to bounce back from this bear market. "[Tech stocks] have to participate, they have to move up to get a big market move," the company's co-chief investment officer said. Tech stocks that could lead Given this backdrop, CNBC Pro searched for stocks in the Nasdaq 100 — which is made up of the 100-largest Composite stocks — that could lead tech out of its rut.
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