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☆ Beijing is no longer hiding its panic about the state of its economy
▼ + stars: | 2024-09-25 | by ( Huileng Tan | ) www.businessinsider.com time to read: +5 min

The measures were significant because Beijing has been holding back on a "bazooka" stimulus even though China's economy has been struggling to stage a convincing recovery post-pandemic. To be sure, this is not the first attempt China has made at boosting its economy in the past few years. However, Beijing's display of resolve also triggered market speculation that it's alarmed and panicked over the state of its economy, which is facing multiple challenges. Related storiesNotably, even on the heels of China's big stimulus announcement, most analysts also think Beijing still needs to do more to boost China's economy, particularly in boosting gloomy domestic demand. "Onshore stocks are a policy- and momentum-driven market, and policy signals don't get much clearer than this," they wrote.

Persons: —, Pan Gongsheng, Andrew Rocco, Rocco didn't, Pan, Freya Beamish, Rory Green, Anthony Sassine, Sassine, Rocco, macroeconomy, China's CSI300 Organizations: Service, People's Bank of China, Business, Lombard, Investors, Zacks Investment Research, Global Data.TS, Yahoo Finance, Data.TS Locations: China, Beijing, Swiss, London

☆ Buying a battery electric vehicle is no longer that attractive, says Goldman Sachs analyst
▼ + stars: | 2024-09-24 | 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 EmailBuying a battery electric vehicle is no longer that attractive, says Goldman Sachs analystGeorge Galliers, head of European automotive investment research at Goldman Sachs, discusses the auto industry at the Goldman Sachs and Berenberg German corporate conference.

Persons: Goldman Sachs, George Galliers

☆ Blank: Kroger's flat pricing reflects broader food trends, with food prices up 2.1% overall
▼ + stars: | 2024-09-12 | 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 EmailBlank: Kroger's flat pricing reflects broader food trends, with food prices up 2.1% overallJohn Blank, Chief Equity Strategist at Zacks Investment Research, discusses Kroger's flat performance and its merger with Albertsons to compete with Walmart. He notes the FTC's scrutiny and the partisan divide over the merger.

Persons: John Blank Organizations: Zacks Investment Research, Albertsons, Walmart

☆ Analyst: near-term upside for Zscaler, but longer-term outlook neutral given its capex plans
▼ + stars: | 2024-09-04 | 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 EmailAnalyst: near-term upside for Zscaler, but longer-term outlook neutral given its capex plansJohn Blank from Zacks Investment Research discusses Zscaler’s Q4 earnings and his recommendation.

Persons: John Blank Organizations: Zacks Investment Research

☆ A recession is coming in the U.S., and 'a few rate cuts' won't prevent it, says strategist
▼ + stars: | 2024-08-23 | by ( Lee Ying Shan | In Ying-Shan-Lee | ) www.cnbc.com time to read: +2 min

Evans pointed to signs of the economy slowing down, including what he called the "deteriorating" U.S. labor market. The Fed funds futures market suggests that investors are expecting at least three rate cuts by the end of the year, according to the CME FedWatch Tool. "A few rate cuts are not going to prevent a recession. Average recession is 10 months… It takes something like a year before fed cuts actually start to give a boost to the economy," he said. "The market believes that the fed fund rate at the end of next year will be 3%.

Persons: Garry Evans, Evans, It's, Jerome Powell, isn't Organizations: BCA Research, . Federal, BCA Research's, U.S . Labor Department, Traders Locations: U.S, Jackson

☆ Investors are unwinding the biggest ‘carry trade’ the world has ever seen, SocGen strategist says
▼ + stars: | 2024-08-05 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com time to read: +3 min

Carry trades refer to operations wherein an investor borrows in a currency with low interest rates, such as the Japanese yen, and reinvests the proceeds in higher-yielding assets elsewhere. "You can't unwind the biggest carry trade the world has ever seen without breaking a few heads. A change in Japanese monetary policy prompted one strategist to warn of the "implosion" of the yen carry trade over a short-term basis. watch nowEd Rogers of Rogers Investment Advisors said the yen carry trade isn't dead yet, despite the deepening stock market sell-off. "Certainly there is going to be some momentary panic, I think, about the yen carry trade.

Persons: Richard A, Brooks, Kit Juckes, Juckes, Russell Napier, Ed Rogers, Rogers, CNBC's Organizations: Tokyo Stock Exchange, Afp, Getty, Swiss, Societe Generale, U.S, Bank of Japan, Rogers Investment Advisors Locations: Tokyo, London

While most of TIAA’s clients are current or retired workers at nonprofit organizations, TIAA also offers individual retirement accounts to investors online. They didn’t own enough in-house TIAA products, according to the complaint and a recording of Parkin’s presentation. But in two asset classes, the tool’s recommendations are limited to TIAA products, according to the complaint and internal documents. Morningstar selects asset classes and investments for the TIAA tool from those chosen by a retirement plan fiduciary, it said. Paras Griffin / Getty Images fileThe recent push to increase client usage of TIAA’s advice tool appears to be succeeding.

Persons: Ted Fitzpatrick, Fitzpatrick, TIAA, “, ” Fitzpatrick, ’, Chris Tobe, Craig Parkin, Rajotte, ”, Yale, Craig Warga, TIAA hasn’t, Ted Siedle, “ TIAA, ” Siedle, TIAA’s Parkin, Parkin, Thasunda Brown Duckett, “ Thasunda, ” Parkin, ” TIAA, Adriana Macias, Morningstar, Duckett, Rowe Price, TIAA’s, Paras Griffin, it’s, Steers, ‘ Organizations: SEC, New, Cornell University, University of North Carolina System, TIAA, Vanguard, Fidelity, Systems, Yale, Yale University, Bloomberg, Getty, Brown University and Harvard, NBC News, NBC, Morningstar Investment Management, of, Morningstar, “ Morningstar Investment Management, Bank of New York Mellon, Equitable Holdings, Cohen, Steers, & $ Locations: Milwaukee, TIAA, New York, New Haven, Conn, Chicago, Atlanta

☆ The end of the 'carry trade'? How Japan's yen could be ripping through U.S. stocks
▼ + stars: | 2024-08-02 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com time to read: +4 min

Stocks are experiencing a broad slump, with many market participants caught off guard by the speed of the yen's rally. The Japanese national flag is seen at the Bank of Japan (BoJ) headquarters in Tokyo on July 31, 2024. 'An implosion of the carry trade'U.S. stocks kicked off the month sharply lower, as fresh data prompted fears of a worsening economic outlook. "First of all, the hawkish Bank of Japan caused an implosion of the carry trade over a short-term basis. And all of that helps push equity markets, which had been quite expensive, even lower," he continued.

Persons: Nogi, Russell Napier, Napier, Cedric Chehab, Chehab, CNBC's Organizations: Afp, Getty, U.S ., U.S, Bank of Japan, The Bank of Japan, Federal, Dow Jones, Nasdaq, BMI, hawkish Bank of Japan Locations: Tokyo, China, Japan, U.S

☆ World Gold Council says there's been an overall increase in investment demand
▼ + stars: | 2024-07-31 | 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 EmailWorld Gold Council says there's been an overall increase in investment demandJuan Carlos Artigas, global head of investment research at World Gold Council, also discusses India's demand for the yellow metal.

Persons: there's, Juan Carlos Artigas Organizations: Gold Council

Motley Fool Coupons and Promo Codes for JulySave on a new Motley Fool Stock Advisor account with these curated coupon and promo codes for July 2024. About Motley Fool DiscountsThe Motley Fool often offers discounts on its premium stock-picking services like Stock Advisor, especially around holidays or major market events. Motley Fool Stock Advisor is a subscription-based service providing stock recommendations, market research, and more. Motley Fool Stock Advisor is not a brokerage and does not trade securities. Here's our Motley Fool Stock Advisor performance review as one of the best investment advice services in 2024.

Persons: Motley, it's, It's, You'll, Tessa Campbell, Tessa, she’s Organizations: Stock, Service, Motley, Investment, Invest, Susquehanna University

The Best Free Stock Trading AppsCharles Schwab: Best overall free stock trading appFidelity Investments: Best trading app for index fundsSoFi Invest: Best for beginnersWebull: Best trading apps for options tradingRobinhood Investing: Best trading apps for active tradingE*TRADE: Best trading apps for all types of investorsInteractive Brokers: Best trading apps for advanced tradersPassive and active investors can benefit from commission-free trading on investments like stocks and ETFs. Compare the Top Free Stock Trading AppsThe best free stock trading apps offer low account minimums, commission-free trading, research, financial tools, educational resources, and more. Interactive Brokers reviewBest Free Stock Trading Apps FAQsWhich app is best and free for trading? SoFi is our top pick for the best free stock trading app for beginners because of its automated trading services and low-cost investment strategies. How to Choose the Best Free Stock Trading AppThe best free stock trading apps for beginners will offer low fees, low minimums, easy-to-use platforms, and access to educational resources like webinars and blogs.

Persons: Charles Schwab, Charles Schwab's, Schwab, You'll, you'll, Morningstar, SoFi, Webull, Robinhood, litecoin, Brian Fry, Charlotte Geletka, Kaysian Gordon, isn't Organizations: Fidelity Investments, Invest, Interactive, Free, Business, Business Daily, Fidelity, SoFi, Financial, SoFi Invest, Nasdaq, Robinhood, Gold, Robinhood Gold, Apple, Traders, IBKR Pro, Paxos Trust, Traders Academy, Interactive Advisors, CDFA, CFP, Investors

☆ Goldman Sachs: 89 stocks expected to be winners as they build out AI infrastructure
▼ + stars: | 2024-07-05 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

Stocks within the adoption frameworkWhile there could be a few angles one might use to determine where a company fits within AI's development, Goldman Sachs created their version of AI's adoption phases. Additional early winners of AI were mega-cap technology names that had steep earnings growth and attracted a lot of investors. Throughout 2023, there was a 53% gap in annual earnings growth between the top five AI names and the rest of the S&P 500. But as we enter 2025, Goldman estimates that the earnings growth between the big five and the rest of the market will tighten. The graph below demonstrates Goldman's forecast of a slowdown in earnings growth from the concentrated names and a modest pickup for the broader market.

Persons: —, It's, Goldman Sachs, David Kostin, Goldman Organizations: Service, Business, Chief US, Nvidia, Microsoft, Goldman Sachs Global Investment Research, Management

☆ Fed 'most likely' to cut interest rates in September, says Goldman Sachs' Jan Hatzius
▼ + stars: | 2024-07-05 | 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 EmailFed 'most likely' to cut interest rates in September, says Goldman Sachs' Jan HatziusJan Hatzius, Goldman Sachs chief economist and head of global investment research, joins 'Squawk on the Street' to discuss Friday's jobs report, whehter the report echoes the soft landing sentiment, and how the tariff plan could impact rate hikes.

Persons: Goldman Sachs, Jan Hatzius Jan Hatzius

☆ Fed to cut interest rates in September if inflation data is 'friendly,' economist says
▼ + stars: | 2024-07-03 | 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 EmailFed to cut interest rates in September if inflation data is 'friendly,' economist saysJan Hatzius, chief economist and head of global investment research at Goldman Sachs, discusses the outlook for inflation and monetary policy in the U.S. and Europe.

Persons: Jan Hatzius, Goldman Sachs Organizations: Fed Locations: U.S, Europe

☆ The U.S. needs more of this critical metal — and China owns 80% of its supply chain
▼ + stars: | 2024-07-03 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +6 min

Picture Alliance | Picture Alliance | Getty ImagesBEIJING — China dominates the supply chain for many of the world's critical minerals, but so far it's held off on sweeping restrictions on at least one: tungsten. Almonty claims the forthcoming mine in South Korea has the potential to produce 50% of the world's ex-China tungsten supply. "We see in the U.S., in Europe, they ask their suppliers for a China-free supply chain," said Michael Dornhofer, founder of metals consulting firm Independent Supply Business Partner. watch nowBack in January, U.S.-based research firm Macro Ops said: "We're approaching an inflection point in tungsten supply. Other non-Chinese companies in the tungsten supply chain are going to South Korea.

Persons: Lewis Black, Biden, Black, Yadong, Almonty, Michael Dornhofer, Dornhofer, Brandon Beylo, he's, Mark Seddon, Warren Buffett Organizations: Saxony Minerals, ., Getty, Taiwan Semiconductor Manufacturing Company, Nvidia, Almonty Industries, China's Ministry of Commerce, Independent Supply, Energy, Security Holdings, European, Chinese Communist Party, U.S . Bureau of Industry, Security, Department of Commerce, CNBC, Argus, IMC, IMC Group Locations: Germany, BEIJING, China, Canada, South Korea, U.S, Europe, United States, South Korea China, North Korea, Africa, Myanmar, Daegu

☆ How Wall Street giants like JPMorgan are using AI to manage your retirement portfolio and the risks and regulations surrounding it, according to the founder of an AI safety software platform
▼ + stars: | 2024-06-29 | by ( Christine Ji | ) www.businessinsider.com time to read: +7 min

Now, investment advisors are finding new and expansive use cases for AI in financial management. Vanguard is using AI to aggregate information from earnings transcripts and research reports, and has recently begun using AI to manage four of its stock funds. State Street is adding a generative AI feature to its platform which will answer customer questions about their portfolio and run analyses on portfolio data. There are some risks to using AI in investing, especially when your money could be on the line. Congress has pushed back on the rule, but Crawford is confident that AI regulation is in the cards, given the technology's far-reaching nature.

Persons: —, Alec Crawford, They're, Crawford, it's, chatbots — Organizations: Service, Inc, JPMorgan, Vanguard, Business, SEC, GameStop

☆ 'Tech remains in favor,' Hargreaves Lansdown says
▼ + stars: | 2024-06-25 | 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 Email'Tech remains in favor,' Hargreaves Lansdown saysEmma Wall, head of investment research and analysis at Hargreaves Lansdown, discusses the outlook for markets ahead of the U.K. general election.

Persons: ' Hargreaves Lansdown, Emma Wall, Hargreaves Lansdown

☆ The stock market is having its best election year ever
▼ + stars: | 2024-06-24 | by ( Nicole Goodkind | Matt Egan | ) edition.cnn.com time to read: +9 min

The S&P 500 alone has generated an average return of 7% during presidential election years since 1952, according to LPL Financial. If you limit that to election years in which the incumbent president is running for reelection, the average jumps to 12.2%. Yes, but: Market volatility in an election year tends to pick up in October and there are many months left in this cycle with potential surprises to come. “An autumn pullback fits well time wise with potential downside earnings revisions, make-or-break decision time for the Fed, and election uncertainty. The first round of the French election will be held on June 30, with a second round on July 7.

Persons: Goldman Sachs —, Ed Clissold, Ned Davis, they’re, It’s, Goldman Sachs ’ Scott Rubner, “, ”, Mark Hackett, Scott Chronert, Goldman Sachs, Joe Biden, Donald Trump, Jim Reid, There’s, Emmanuel Macron, Katie Nixon, Chris Isidore ., they’ve, Samantha Murphy Kelly, ChatGPT —, Siri —, OpenAI, Siri, ChatGPT, hasn’t, — Organizations: London CNN — Traders, Investors, White, Ned, Ned Davis Research, Nasdaq, Citigroup, Goldman, Barclays, Deutsche Bank, UBS, Deutsche, Fed, United, Labour Party, Renaissance, Northern Trust Wealth Management, Alaska Airlines, Alaska —, Southwest —, Southwest, Railway Labor, Apple, Apple Intelligence, Microsoft, Google, Meta, Samsung, Cyberspace Administration, Wall, IDC Locations: United States, France, “, Alaska, China

☆ The job market has 3 weak spots that could bring steeper Fed rate cuts, Goldman Sachs says
▼ + stars: | 2024-06-17 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +4 min

Comparing today's job market to previous years when the Fed cut rates also shows some cause for concern. AdvertisementIf the job market continues to weaken, that makes a greater case for the Fed to cut rates, the bank said. Related storiesHere are three areas of labor market weakness that could mean more downside for interest rates:1. Employment is also falling among workers aged 16-24, the "most volatile" cohort of the job market, strategists added. Just 10%-15% of new labor market entrants are finding a job, according to Goldman's analysis of labor market data.

Persons: —, Goldman Sachs Organizations: Service, Federal Reserve, Business, Labor, Fed, Department of Labor, Goldman Sachs Global Investment Research, of Labor Statistics, Goldman, Industries, Labor Department Locations: ManpowerGroup

☆ Stock market today: S&P 500 closes at record high as rate cut hopes rise and Nvidia surges
▼ + stars: | 2024-06-05 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +2 min

US stocks jumped on Monday as traders took in an improved outlook for Fed rate cuts. Investors see two rate cuts in 2024, per the CME FedWatch tool. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Expectations for rate cuts have been bolstered by a cooling labor market, which gives the Federal Reserve room to losen monetary policy. "Investors are viewing slow economic data as 'goldilocks,' with growing hope for Fed rate cuts," Mark Hackett, Nationwide's chief of investment research said in a statement on Wednesday.

Persons: —, Nvidia's, Mark Hackett, Nationwide's Organizations: Service, Nasdaq, Reserve, Apple, Microsoft, Bureau of Labor Statistics

☆ Nvidia could be set for a 30% correction as it faces 3 major headwinds, including waning demand and competition, says a senior investment researcher
▼ + stars: | 2024-06-04 | by ( Laila Maidan | ) www.businessinsider.com time to read: +6 min

"The company made a massive switch in its consumer mix," said Sandeep Rao, a senior researcher at Leverage Shares, an investment management company. As for competition, even if Nvidia's contenders appear weak, more entrants will grab market share. Beth Kindig, the CEO and lead tech analyst for the I/O Fund, estimates that AMD's market share could reach 20%. Nvidia and AMD have similar production costs since neither makes their GPUs but uses the same supplier, Taiwan Semiconductor (TSMC). "So AMD is a little bit behind in terms of performance," Rao said.

Persons: Sandeep Rao, corporates, Rao, Nvidia's, Blackwell, Rubin, AMD'sRadeon, Beth Kindig, Nvidia's Blackwell Organizations: Service, Apple, Microsoft, Business, Nvidia, Semiconductor, Nvidia Investors, AMD, Taiwan Semiconductor, Intel, Baidu Locations: China, India

☆ The 'Oracle of Wall Street' shares a secret sign of economic strength 'hiding in plain sight': Young Americans are outspending cash-poor baby boomers
▼ + stars: | 2024-05-25 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Younger Americans are finally outspending baby boomers, former Wall Street bank analyst Meredith Whitney recently noted. That's an encouraging sign for the US economy, which most economists believe is healthy, though some bearish prognosticators have serious doubts. There are several possible explanations for these findings and numerous takeaways from them, the "Oracle of Wall Street" said. However, young Americans' spending power shouldn't be discounted, as Whitney suggested that they command relatively high salaries since they attend college at higher rates. A continued economic expansion would be especially crucial for Gen Zers and millennials, who are entering the workforce or establishing their careers.

Persons: —, Meredith Whitney, That's, Whitney, Zers, relaunching, boomers, it's, Gen Zers Organizations: Service, Business, Meredith Whitney Advisory Group, Target, Starbucks, BI, Walmart, American, American Express Locations: Street

☆ Jamie Dimon says a BofA banker's untimely death sparked questions inside JPMorgan: 'What can we learn?'
▼ + stars: | 2024-05-20 | by ( Reed Alexander | ) www.businessinsider.com time to read: +5 min

At the time, Dimon said, the priority was to understand "what we do know, what can we learn from it." Dimon's comments come as the investment-banking industry grapples with the surprising deaths of not one but two deaths at BofA this month. "We're aware of these stories, and they are tragic and incredibly sad," Rohrbaugh continued, calling it the "job" of bank leaders to look after employees' health on the job. AdvertisementCurrent and former employees at BofA told Business Insider that 100-hour workweeks were not unusual at the bank. Earlier this month, a BofA spokesperson told BI of Lukenas' passing: "We are very saddened by the loss of our teammate.

Persons: Jamie Dimon, JPMorgan Chase, Leo Lukenas III, Robin Leopold, Dimon, Troy Rohrbaugh, Rohrbaugh, Lukenas, headhunter Douglas Walters, Adnan Deumic, cardigan, Reed Alexander Organizations: Service, JPMorgan, Bank of America, Business, New York, Medical, BofA, Reuters, GrayFox, Bloomberg, Wall Locations: America's, BofA, London

☆ Meme stocks and more: Analyst names 'danger zone' companies to avoid
▼ + stars: | 2024-05-17 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Meme stocks are in the spotlight this week. These so-called meme stocks, which gained popularity through social media platforms like Reddit and X (formerly known as Twitter), have attracted retail investors looking to make a quick profit. Future of meme stocks One analyst, who has previously been bearish on GameStop and tech stocks, said that while fundamentals for the stock have improved, GameStop is still in the "danger zone." 'Danger zone' stocks Here are some other stocks Trainer says is in his "danger zone" list, which also includes his "zombie stocks." He cited its "continuing deterioration" of its fundamentals, including its "unsustainable" expenses and steady cash burn.

Persons: David, Trainer, DoorDash's, Yun Li Organizations: GameStop, AMC, CNBC Pro, AMC Entertainment Holdings, Tilray

Investing can be intimidating, but financial planners recommend index funds to make things easier. Index funds are generally low-cost, but make sure you understand what fees are involved. Instead, experts have a suggestion to reduce the overwhelm for new and experienced investors alike: total stock market index funds, which give you exposure to the stock market more broadly. AdvertisementWhen you're picking your total market index fund, keep in mind that many of the funds are tracking the same indexes. Susan Dziubinski, an investment specialist at investment research firm Morningstar, identified total market funds as one of the five best ways to invest money.

Persons: Bryan Hasling, Hasling, there's, Charles Schwab, Susan Dziubinski, Morningstar, Dziubinski, doesn't Organizations: Apple, Financial, Fidelity Investments, Wall Street Locations: U.S

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