DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Steve Chiavarone - 5 Hermes - 2 Chiavarone - 2 Apple's buyback - 1 Goldman Sachs - 1 it's - 1 they're - 1 Alex Morris - 1
Top related locs:
New York Jackson Hole , Wyoming U.S
Top related orgs:
Federated Hermes - 4 Federal - 2 Treasury - 1 Federated - 1 Fed - 1 Companies - 1 Consumer - 1 Vanguard Consumer - 1

Search resuls for: "Chiavarone"


7 mentions found


☆ Chiavarone: Apple's buyback reiterates why some subset of the Magnificent 7 has been so strong
  + stars: | 2024-05-03 | 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 EmailChiavarone: Apple's buyback reiterates why some subset of the Magnificent 7 has been so strongSteve Chiavarone from Federated Hermes discusses the impact Apple's massive buyback may have on market sentiment, as well as what today's jobs numbers could say about what the Fed does this year.
Persons: Apple's buyback, Steve Chiavarone, Hermes
☆ Here's how to invest with 5 of 6 key economic indicators signaling that a recession is on the horizon, according to the multi-asset solutions head at $700 billion Federated Hermes
  + stars: | 2023-10-25 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Growth will wilt under the pressure of perpetually high interest rates, Chiavarone said, though he added that rolling recessions across industries are more likely than a sudden, 2008-style downturn. Higher-for-longer interest rates are the biggest threat to the US economy, Chiavarone said. Goldman SachsEighteen months of tightening financial conditions will have a profound impact on the economy, Chiavarone said. The multi-asset solutions head is watching how corporations respond next year when they're forced to refinance debt at much higher rates. Since they have plenty of cash on hand, these companies aren't reliant on external financing and can avoid exposure to lofty interest rates.
Persons: Goldman Sachs, Steve Chiavarone, Hermes, Chiavarone, it's, they're Organizations: Federated Hermes, Treasury, Federated, Federal, Fed, Companies, Consumer, Vanguard Consumer, ETF, Healthcare, Utilities, Vanguard Utilities
☆ Two market strategists discuss the outlook for stocks in a higher rate environment
  + stars: | 2023-10-06 | 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 EmailTwo market strategists discuss the outlook for stocks in a higher rate environmentSteve Chiavarone, Equity Strategist at Federated Hermes, and Alex Morris, President & Chief Investment Officer of F/M Investments, discuss the road ahead for stocks.
Persons: Steve Chiavarone, Alex Morris Organizations: Federated Hermes, Chief, Investments
☆ Wall St Week Ahead Less cash, fewer bears could leave U.S. stocks vulnerable
  + stars: | 2023-08-19 | by ( David Randall | ) www.reuters.com   time to read: +5 min
The upshot, some believe, is that there is now less cash on the sidelines to drive further gains and fewer skeptical investors to win over. The bank’s survey of fund managers showed cash allocations dropped to 4.8% in August, the lowest level in 21 months. Bearishness among retail investors, meanwhile, is at half the levels seen in September 2022, according to the AAII Sentiment Survey. Should the market stabilize, investors will likely reallocate more cash to stocks later in the year, she said. Of course, while optimism has grown, it is still far from extreme, and cash levels are far from historical lows.
Persons: Carlo Allegri, that’s “, Willie Delwiche, Quincy Krosby, Steve Chiavarone, Chiavarone, ”, David Randall, Ira Iosebashvili, Cynthia Osterman Organizations: New York Stock Exchange, REUTERS, BofA Global Research, Mount Research, Federal, U.S ., China Evergrande, HK, U.S, LPL, Federated Hermes, Thomson Locations: New York, Jackson Hole , Wyoming, U.S
☆ Chiavarone: Rising yields could spook markets, but we'd be buyers of that weakness
  + stars: | 2023-08-07 | 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 EmailChiavarone: Rising yields could spook markets, but we'd be buyers of that weaknessSteve Chiavarone, Senior Portfolio Manager and Equity Strategist at Federated Hermes, discusses his investment positioning and the outlook for the markets.
Persons: Steve Chiavarone Organizations: Federated Hermes
☆ Slowing US inflation shifts investor focus to earnings season
  + stars: | 2023-04-12 | by ( David Randall | ) www.reuters.com   time to read: +4 min
Wednesday’s data showed consumer prices growing at a slower pace than expected last month, bolstering the argument that inflation is decelerating. Yet some investors believe markets may have already accounted for a mild inflation slowdown and say further gains in stocks could depend on whether upcoming corporate earnings - especially results from banks - can beat forecasts. Earnings per share for the six largest U.S. banks are expected to fall 10% from the same quarter last year, according to Refinitv data. Overall, analysts expect S&P 500 earnings to fall 5.2% in the first quarter of 2023 from the year-ago period, I/B/E/S data from Refinitiv as of April 7 showed. That weakness would come on the heels of a 3.2% earnings fall in the fourth quarter of 2022, a back-to-back decline known as an earnings recession which has not occurred since COVID-19 blasted corporate results in 2020.
☆ Watch CNBC's full discussion with Eric Johnston, Victoria Fernandez and Steve Chiavarone
  + stars: | 2022-09-22 | 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 discussion with Eric Johnston, Victoria Fernandez and Steve ChiavaroneCantor Fitzgerald's Eric Johnston joins 'Closing Bell: Overtime' to discuss the Fed's impact on the markets and just how far down the markets will go as access to credit gets more expensive. With Crossmark Global Investments' Victoria Fernandez and Federated's Steve Chiavarone.
0 next >>
Total: 7