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☆ Economic forecasts still sluggish for 2025, optimism could power stocks, says RBC's Lori Calvasina
  + stars: | 2024-05-16 | 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 EmailEconomic forecasts still sluggish for 2025, optimism could power stocks, says RBC's Lori CalvasinaDavid Bahnsen, The Bahnsen Group founder, and Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, join 'Closing Bell Overtime' to talk the day's market action.
Persons: RBC's Lori Calvasina David Bahnsen, Lori Calvasina Organizations: Bahnsen, RBC Capital Markets
☆ With S&P back at new highs, now come the price target and earnings revisions
  + stars: | 2024-05-16 | by ( Bob Pisani | ) www.cnbc.com   time to read: +4 min
Now that the S & P 500 and most major stock market indexes are at or near historic highs, expect a raft of earnings and year-end price target revisions for the S & P 500 to be coming. First up with an upward revision was Brian Belski at BMO Capital, who Wednesday raised his year-end S & P target to 5,600 from 5,100. The median price target (half above, half below) is 5,200. Earnings for the rest of the year have been remarkably stable, but the key point is that each quarter is higher and a record for S & P 500 profits: 2024 S & P 500 quarterly earnings estimates Q2: $59.46 (record) Q3: $63.49 (record) Q4: $65.08 (record) Source: LSEG Valuations (roughly 20 times forward S & P 500 earnings) are pricey but not unreasonable given the continuing strength of the economy and the prospects of AI-boosted returns. May: market advance broadens (advance/decline line) S & P 500: near new high S & P Mid Cap: new high S & P Small Cap: highest since Dec.
Persons: Sam Stovall, CFRA, Brian Belski, Belski, Subramanian, Venu Krishna, Goldman Sachs, David Kostin, Ned Davis, Ed Clissold, Oppenheimer, John Stoltzfus, Lori Calvasina, Manish, Nicolaus, Barry Banniester, Jonathan Golub, Chris Harvey, Dubravko, Bujas, Cantor Fitzgerald, Eric Johnson, Scott Chronert, Julian Emanuel, Fundstrat, Tom Lee, Morgan Stanley, Mike Wilson, Hugo Ste, Stovall Organizations: BMO Capital, Wall, of America, Barclays, BMO, RBC, Societe Generale, UBS, Bloomberg, Citigroup, Deutsche Bank, ISI, JPMorgan, Scotiabank, @VX Locations: Wells Fargo, Marie
☆ S&P 500 rebounds to less than 1% from a record after orderly three-week pullback
  + stars: | 2024-05-11 | by ( Michael Santoli | ) www.cnbc.com   time to read: +8 min
The five-month, 28% sprint from the October correction low to the record high on the last trading day of the first quarter left the S & P 500 overbought, overheated and over-loved. .SPX YTD mountain S & P 500, YTD So far, so good, three weeks down and now three weeks up, taking the S & P 500 back to within 1% of its March 28 peak. More specifically, he tracks the correlation between S & P 500 and the Citi Economic Surprise Index. Fidelity Investments head of global macro Jurrien Timmer fashioned this look at the path of S & P 500 earnings heading into and through each calendar year, with 2024 holding up better than 2023 was last year at this time. The last time the S & P 500 was at today's level above 5200 in late March, the 12-month forward price/earnings multiple was 21.
Persons: that's, Jerome Powell, Scott Chronert, It's, Powell, Lori Calvasina, we've Organizations: U.S, Bank, Citi, Citi U.S, Fidelity Investments, Treasury, RBC Capital
☆ Worried investors don't have a fully-formed inflation thesis, says RBC's Lori Calvasina
  + stars: | 2024-05-10 | 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 EmailWorried investors don't have a fully-formed inflation thesis, says RBC's Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategist, joins 'Squawk on the Street' to discuss how investors will digest next week's CPI data, how equities have performed without positive data, and more.
Persons: RBC's Lori Calvasina Lori Calvasina Organizations: RBC Capital Markets
☆ Watch CNBC’s full interview with RBC's Lori Calvasina, Crossmark's Victoria Fernandez and Gabelli's Kevin Dreyer
  + 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 EmailWatch CNBC’s full interview with RBC's Lori Calvasina, Crossmark's Victoria Fernandez and Gabelli's Kevin DreyerRBC's Lori Calvasina, Crossmark's Victoria Fernandez and Gabelli's Kevin Dreyer, join 'Closing Bell' to discuss markets as the S&P 500 breaks below 5,000.
Persons: RBC's Lori Calvasina, Victoria Fernandez, Gabelli's Kevin Dreyer, Lori Calvasina
☆ The S&P 500 break doesn't mean it's time to be an uber bear, says RBC's Lori Calvasina
  + stars: | 2024-04-19 | 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 EmailThe S&P 500 break doesn't mean it's time to be an uber bear, says RBC's Lori CalvasinaRBC's Lori Calvasina, Crossmark's Victoria Fernandez and Gabelli's Kevin Dreyer, join 'Closing Bell' to discuss markets as the S&P breaks below 5,000.
Persons: RBC's Lori Calvasina RBC's Lori Calvasina, Victoria Fernandez, Gabelli's Kevin Dreyer
☆ Need to see a change in fair market value or pullback before being more bullish: RBC's Calvasina
  + stars: | 2024-04-09 | 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 EmailNeed to see a change in fair market value or pullback before being more bullish: RBC's CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategist, joins 'Squawk on the Street' to discuss the strategist's stance toward equity markets, what it would take to get Calvasina more bullish, and much more.
Persons: RBC's, Lori Calvasina Organizations: RBC Capital Markets
☆ The Fed needs to be patient with rate cuts, says RBC's Lori Calvasina
  + stars: | 2024-04-03 | 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 Fed needs to be patient with rate cuts, says RBC's Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Closing Bell' to discuss the Fed's next moves, market reaction, and sector winners and laggards.
Persons: RBC's Lori Calvasina Lori Calvasina Organizations: RBC Capital Markets
☆ RBC raises S&P 500 forecast to 5,300, sees even more upside possible
  + stars: | 2024-03-28 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
The S & P 500 has more room for upside in 2024, according to RBC Capital Markets head of U.S. equity strategy Lori Calvasina. The upgrade comes as the S & P 500 wraps up a monster start to the year. The strategist also expanded her 2024 earnings forecast to $237 from $234, which underpins her overall higher outlook for the S & P 500. Calvasina also laid out her bull case, which has the S & P 500 soaring to 5,400, nearly 3% above Wednesday's close. The current signal is little changed from her January S & P 500 forecast, where she also said U.S. equities appeared to be overbought.
Persons: Lori Calvasina, Calvasina Organizations: RBC Capital Markets, CNBC's Market, Survey
☆ Investors are worrying about Fed rate cuts under a different economic backdrop now: Lori Calvasina
  + stars: | 2024-03-25 | 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 EmailInvestors are worrying about Fed rate cuts under a different economic backdrop now: Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Squawk Box' to discuss the state of the U.S. economy, the Fed's interest rate outlook, latest market trends, and more.
Persons: Lori Calvasina Lori Calvasina Organizations: RBC Capital Markets Locations: U.S
☆ RBC's Lori Calvasina anticipates a market pullback in the short-term
  + stars: | 2024-03-18 | 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 EmailRBC's Lori Calvasina anticipates a market pullback in the short-termLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Closing Bell' to discuss market valuations compared to sentiment data.
Persons: Lori Calvasina Organizations: RBC Capital Markets
☆ Stocks enter 'belief' phase with most investors converted to bulls. What it means going forward
  + stars: | 2024-03-02 | by ( Michael Santoli | ) www.cnbc.com   time to read: +9 min
The sheer persistence of the equity rally, with the S & P 500 up 16 of 18 weeks and refusing to succumb to supposed late-February seasonal weakness, has converted the cautious. Still, by some lights, stocks' valuation is one of the better sentiment indicators, and by that measure the investment community is pretty enthusiastic. More simply, we continue to see elevated but not alarming P/Es in the S & P 500 broadly while the median P/E of the top 10 names in the index remains close to past peaks." Coming at a time when the S & P 500 is more than 13% above its 200-day moving average — pretty stretched — and we haven't had even a 3% pullback since October. The "right" cyclical sectors are leading (industrials and consumer discretionary in addition to tech), and the equal-weight S & P 500 is nosing toward its old high.
Persons: Scott Rubner, maven, Goldman Sachs, there's, it's, hustled, gunning, BofA's Savita Subramanian, Citi's Scott Chronert, Barclays Venu Krishna, Lori Calvasina, haven't, I've, We've, Stocks, – Organizations: Micro, Dell Technologies, ARM Holdings, Bank of America, Barclays, Big Tech, Tech, Federal, Fed Locations: U.S
☆ The market is in a transition period, says RBC's Lori Calvasina
  + stars: | 2024-02-16 | 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 market is in a transition period, says RBC's Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Closing Bell Overtime' to talk the day's market action.
Persons: RBC's Lori Calvasina Lori Calvasina Organizations: RBC Capital Markets
☆ Hard-landing discussions have returned to our conversations, says RBC's Lori Calvasina
  + stars: | 2024-02-01 | 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 EmailHard-landing discussions have returned to our conversations, says RBC's Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Squawk on the Street' to discuss the reaction to Jerome Powell's latest comments, how February's performance will be, and more.
Persons: RBC's Lori Calvasina Lori Calvasina, Jerome Powell's Organizations: RBC Capital Markets
☆ Expect to see an 8% return in the S&P 500 this year, says RBC’s Lori Calvasina
  + stars: | 2024-01-23 | 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 EmailExpect to see an 8% return in the S&P 500 this year, says RBC’s Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Squawk Box' to discuss the latest market trends, her S&P 500 year-end target, 2024 outlook, and more.
Persons: RBC’s Lori Calvasina Lori Calvasina Organizations: RBC Capital Markets
☆ RBC raises 2024 S&P 500 target despite the pullback to start the year
  + stars: | 2024-01-08 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +2 min
Lori Calvasina, the bank's head of U.S. equity strategy, raised her year-end S & P 500 price target to 5,150 from 5,000. This is approximately 9.6% higher than the S & P 500's Friday closing level of 4,697.24. Last week, the S & P 500 snapped a nine-week winning streak as investors began pulling back on the technology titans. The yield on the benchmark U.S. 10-year Treasury also traded above 4% last week, further placing downward pressure on the equity market. Calvasina's bear case sees the S & P 500 closing at 4,770 in 2024, just 1.5% above Friday's close.
Persons: Lori Calvasina, Calvasina's, Oppenheimer's John Stoltzfus, Calvasina, she's, hasn't, Russell Organizations: RBC Capital, titans, Treasury, Wall Locations: U.S
☆ Strategists say red hot stock market rally is due for a breather
  + stars: | 2023-12-20 | by ( Pia Singh | ) www.cnbc.com   time to read: +4 min
The equity market is due for a cooldown, according to several strategists, who are telling clients to begin positioning themselves defensively in preparation for a slow-growth earnings environment next year. The S & P 500 has rallied almost 24% this year, but is up 11% in the fourth quarter alone. The SPDR S & P Regional Banking ETF , for example, is up 24% this quarter, but still down 12% for the year. According to Calvasina, industrials are the most overvalued sector in the S & P 500, while energy and communication services offer the most attractive valuations. .GSPHC YTD mountain S & P Health Care sector performance this year.
Persons: Venu Krishna, Krishna, haven't, Lori Calvasina, Calvasina, Marko Kolanovic, Kolanovic Organizations: Barclays, Dow Jones, Federal Reserve, CNBC, Big Tech, Regional Banking, RBC Capital, P Health Care, JPMorgan Locations: Krishna, SPX, Europe
☆ Wall Street is again making predictions for next year, but don't pay too much attention
  + stars: | 2023-11-29 | by ( Bob Pisani | ) www.cnbc.com   time to read: +6 min
Not surprisingly, Wall Street tends to be a bullish group. Wall Street has a terrible track record All of this gets investor juices flowing. Wall Street strategists collectively have a terrible track record. As a result, you might be tempted to think you should pay no attention to Wall Street, or anybody else. If nothing else, the predictions of Wall Street strategists are a good starting point for all of us to think about the near future.
Persons: Lori Calvasina, America's Savita Subramanian, Morgan Stanley's Michael Wilson, Goldman Sachs, Morgan Stanley, Jeff Sommer, Sommer, Morgan Housel, I'm Organizations: Deutsche Bank, BMO Capital Markets, RBC Capital Markets, Bank, America's, Wall Street, of America, Barclays, UBS, Wealth, Wells, Wells Fargo Securities, Street, New York Times, Yardeni Research, Federal Reserve, Wall Locations: Wells Fargo, Russia, Ukraine, Israel
☆ Premarket stocks: Why investors are looking forward to 2024
  + stars: | 2023-11-28 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +6 min
The S&P 500 currently sits around 4,550. BMO’s chief investment strategist Brian Belski has predicted that the S&P 500 will close out 2024 at a healthy 5,100. The S&P 500 has gained about 18.5% so far this year after falling nearly 20% in 2022. Despite elevated borrowing costs, three years of high inflation and increasing numbers of Americans dipping into their retirement plans, consumers continue to keep the US economy chugging. Google accounts include everything from Gmail to Docs to Drive to Photos, meaning all content sitting across an inactive user’s Google suite is at risk of erasure.
Persons: New York CNN — It’s, ”, Candace Browning, Browning, Goldman Sachs, Lori Calvasina, America’s Savita Subramanian, Subramanian, Brian Belski, “, Matt Egan, ” Michelle Meyer, Jennifer Korn, it’s, Google Organizations: New, New York CNN, Bank of America, RBC, BMO Capital Markets, Deutsche Bank, RBC Capital Markets, Bank, America’s, Federal Reserve, Mastercard Economics Institute, CNN, Adobe Analytics, Google Locations: New York
☆ Deutsche Bank sees S&P 500 gaining more than 11% and reaching a record next year
  + stars: | 2023-11-27 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Deutsche Bank expects the S & P 500 could climb more than 11% to a record next year — and said its base case seems "conservative." The investment bank set its 2024 year-end S & P 500 target at 5,100, or more than 11% above where the broader index closed Friday at 4,559.34. In its bull case, Deutsche Bank expects the S & P 500 could even climb to 5,500, or more than 20% above where the benchmark closed last. "We note that the S & P 500 has been in a clear trend up channel since the [Great Financial Crisis]. Goldman Sachs' David Kostin expects the S & P 500 will chop around and finally end next year at 4,700 .
Persons: —, Jim Reid, Reid, America's Savita Subramanian, Lori Calvasina, Goldman Sachs, David Kostin Organizations: Deutsche Bank, Bank, America's Locations: London, financials
☆ The S&P 500 could see double-digit gains again in 2024, RBC says
  + stars: | 2023-11-22 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
.SPX YTD mountain The S & P 500 has already broken above 4,500. RBC projects earnings per share for the S & P 500 will rise about 4% in 2024, and notes that the economy could be surprisingly resilient once again. "The possibility that the economy surprises to the upside again in 2024 is an upside risk to our S & P 500 target price. That being said, we continue to have doubts that a recession must necessarily be priced into the US equity market," Calvasina said. When market cap concentration has spiked in the past, it's often been associated with periods of nervousness in the US equity market.
Persons: Lori Calvasina, Calvasina, it's Organizations: RBC Capital Markets, CNBC Market, Survey, RBC Locations: U.S
☆ Customers paying in cash to avoid the impact of higher rates: RBC Capital's Lori Calvasina
  + stars: | 2023-11-17 | 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 EmailCustomers paying in cash to avoid the impact of higher rates: RBC Capital's Lori CalvasinaLori Calvasina, RBC head of U.S. equity, joins 'Squawk on the Street' to discuss the current market environment, what investors will buy first in this market, and how earnings play into Calvasina's market thesis.
Persons: Lori Calvasina Lori Calvasina Organizations: RBC
☆ Sharp move in yields due to shooting first and thinking later, says RBC's Lori Calvasina
  + stars: | 2023-10-05 | 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 EmailSharp move in yields due to shooting first and thinking later, says RBC's Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Squawk on the Street' to discuss whether the yield picture has changed the strategist's outlook, the businesses affected by higher interest rates, and more.
Persons: Sharp, RBC's Lori Calvasina Lori Calvasina Organizations: RBC Capital Markets
☆ The market is moving well ahead of earnings trends right now, says RBC’s Lori Calvasina
  + stars: | 2023-09-25 | 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 market is moving well ahead of earnings trends right now, says RBC’s Lori CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, recession outlook, and more.
Persons: RBC’s Lori Calvasina Lori Calvasina Organizations: RBC Capital Markets
☆ Fundamentals of the oil market are some of the best we've seen in a while, says RBC's Calvasina
  + stars: | 2023-09-18 | 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 EmailFundamentals of the oil market are some of the best we've seen in a while, says RBC's CalvasinaLori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Squawk on the Street' to discuss the strategist's thoughts on the energy sector, the recent performance from small-cap stocks, and more.
Persons: RBC's Calvasina Lori Calvasina Organizations: RBC Capital Markets
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