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Top related persons:
Viktor Shvets - 7 Macquarie Capital - 2 Evans - 1 Wealth's Brooke May - 1 Lehman - 1
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Israel Iran U.S China
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Macquarie Capital - 5 China - 3 Macquarie - 2 Wealth - 1

Search resuls for: "Viktor Shvets"


7 mentions found


☆ Higher oil prices from escalating Israel-Iran tensions will make the Fed more dovish: Strategist
  + stars: | 2024-04-19 | 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 EmailHigher oil prices from escalating Israel-Iran tensions will make the Fed more dovish: StrategistViktor Shvets of Macquarie Capital says "risk is everywhere", and policy makers and central banks will look through risks and supply side disruptions.
Persons: Viktor Shvets, Macquarie Capital Organizations: Macquarie Locations: Israel, Iran
☆ More upside opportunity for the S&P 500 between now and year end: Evans May Wealth's Brooke May
  + stars: | 2024-03-18 | 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 EmailMore upside opportunity for the S&P 500 between now and year end: Evans May Wealth's Brooke MayBrook May, Evans May Wealth managing partner and Viktor Shvets, Macquarie Capital head of global desk strategy, joins 'Closing Bell Overtime' to talk the day's market action.
Persons: Evans, Wealth's Brooke May, Viktor Shvets Organizations: Wealth, Macquarie Capital
☆ Too early for AI productivity to save the U.S. from secular stagnation
  + stars: | 2024-03-13 | 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 EmailIt's still too early for AI-related productivity gains to save the U.S. from secular stagnationViktor Shvets of Macquarie Capital says that the U.S. will continue to need fiscal and monetary stimulas in order for the economy to grow and that productivity gains from AI are still 5 to 10 years away.
Persons: Viktor Shvets Organizations: Macquarie Capital Locations: U.S
☆ The 'investment clock is broken', look at these markets to get returns
  + stars: | 2024-02-02 | 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 EmailThe 'investment clock is broken', look at these two markets to generate returns in 2024Viktor Shvets of Macquarie Capital says business and capital market cycles no longer exist and investors should instead pay attention to markets with strong "secular and productivity drivers".
Persons: Viktor Shvets Organizations: Macquarie Capital
☆ China is investible, but in a very different form than it used to be: Macquarie Capital
  + stars: | 2023-11-14 | 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 EmailChina is investible, but in a very different form than it used to be: Macquarie CapitalViktor Shvets of Macquarie Capital says stabilization of China's economy and improvements in geopolitical tensions, could result in a re-rating in Chinese stocks.
Persons: Viktor Shvets, Macquarie Capital Organizations: China, Macquarie
☆ China to outperform other EMs in the short term and avoid disaster
  + stars: | 2023-09-26 | 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 EmailChina will likely outperform emerging markets in the short term and avoid any 'disaster' scenarioViktor Shvets of Macquarie Capital discusses why he remains bullish on China as a trading opportunity in the short-term although questions remain over the market's long-term prospects.
Persons: Viktor Shvets Organizations: China, Macquarie Capital Locations: China
☆ China is in a 'liquidity trap', but won't see a Lehman moment there: Strategist
  + stars: | 2023-08-24 | 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 EmailChina is in a 'liquidity trap', but won't see a Lehman moment there: StrategistViktor Shvets of Macquarie Capital says that the Chinese government needs to 'go back to the playbook' and clean up the property sector the same way it has done so to its banking sector.
Persons: Lehman, Viktor Shvets Organizations: China, Macquarie Capital
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