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John Porter - 4 BofA's Michael Gapen Michael Gapen - 1 Steve Liesman - 1 Newton's John Porter John Porter - 1 Wells Fargo's Darrell Cronk Darrell Cronk - 1 Jason Draho - 1 Porter - 1 David Lebovitz - 1
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Search resuls for: "John Porter"


10 mentions found


☆ CPI takes risk of rate hikes off the table but doesn't bring cuts any closer: BofA's Michael Gapen
  + stars: | 2024-05-15 | 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 EmailCPI takes risk of rate hikes off the table but doesn't bring cuts any closer: BofA's Michael GapenMichael Gapen, Bank of America head of U.S. economics; John Porter, Newton Investment Management CIO and head of equities; and CNBC's Steve Liesman join 'The Exchange' to discuss April's CPI report, macro outlooks, and more.
Persons: BofA's Michael Gapen Michael Gapen, John Porter, Steve Liesman Organizations: CPI, Bank of America, Newton Investment Management
☆ Rate cut delay will provide market fuel going into 2025, says Newton's John Porter
  + stars: | 2024-04-22 | 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 EmailRate cut delay will provide market fuel going into 2025, says Newton's John PorterJohn Porter, CIO and head of equity at Newton Investment Management, joins CNBC's 'The Exchange' to discuss why a delay in rate cuts could be favorable, small cap opportunities, and more.
Persons: Newton's John Porter John Porter Organizations: Newton Investment Management
☆ Fade credit, 'credit spreads and high yield are too tight' right now: Wells Fargo's Darrell Cronk
  + stars: | 2023-09-22 | 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 EmailFade credit, 'credit spreads and high yield are too tight' right now: Wells Fargo's Darrell CronkDarrell Cronk, Wells Fargo CIO for Wealth & Investment Management and John Porter, Newton Investment Management CIO, join 'Closing Bell Overtime' to talk the day's market action, the Federal Reserve's next moves and more.
Persons: Wells Fargo's Darrell Cronk Darrell Cronk, John Porter Organizations: Wealth & Investment Management, Newton Investment Management, Federal Locations: Wells
☆ A recession is only delayed as the economy continues to lose steam. Here's exactly how 8 top strategists and money managers recommend investing in this turbulent market.
  + stars: | 2023-08-16 | by ( James Faris | ) www.businessinsider.com   time to read: +9 min
Now, the inverse has happened as stocks rally, inflation steadily falls, and the labor market stays healthy. By any historical measure, this is still a really strong labor market," he said. "There's a lot of market concern — understandably so — about the sustainability of the strong labor market," Porter said. "There are clear signs that we're weakening at the margin," Schurmeier said of the labor market. "And they're able to thread the needle on the other part of their mandate, which is the labor market."
Persons: John Porter, Jason Draho, Porter, David Lebovitz, Lebovitz, they're, Draho, Jonathan Curtis, Curtis, Brent Schutte, Schutte, Jake Schurmeier, Schurmeier, they'll, shouldn't, Charles Lemonides, Lemonides, Greg Calnon, Calnon, Franklin Equity Group's Curtis, he's Organizations: Newton Investment Management, UBS Global Wealth, Asset Management, Franklin Equity Group, Workers, Northwestern, Harbor Capital Advisors, Fed, Goldman Sachs Asset Management, Franklin Equity
☆ Retailers take center stage in the week ahead, as Wall Street turns to the consumer for a much-needed boost
  + stars: | 2023-08-11 | by ( Sarah Min | ) www.cnbc.com   time to read: +8 min
A raft of economic data and big retail earnings reports next week will give traders insight into the strength of the consumer after a mixed batch of inflation data. "Next week is all about the consumer," said Shannon Saccocia, investment chief at NB Private Wealth. The Nasdaq Composite fell for a second straight week for the first time in 2023 after mixed inflation data this week, as well as Moody's downgrading several regional banks. July's consumer price index came in weaker than expected, but continued to show some underlying stickiness. Housing data expected to show strength Investors will also watch data on what has been a strong housing market.
Persons: Shannon Saccocia, Saccocia, —, we've, John Porter, it's, Wealth's Saccocia, Kate Spade, Stuart Weitzman, Versace, Jimmy Choo, Michael Kors, That's, Sam Stovall, Stovall, CFRA's Stovall, Estee Organizations: Home Depot, Walmart, Federal Reserve, Nasdaq, Dow Jones, Newton Investment Management, FactSet, . Discount, TJX Companies, Ross, Homeowners, Price, Retail, Health, Home, Agilent Technologies, Housing, Manufacturing, TJX, Target, Cisco Systems, Philadelphia Fed, Applied, Deere, Co, Companies, Palo Alto Locations: U.S, NAHB, Housing States
☆ Inflation has cooled, but investors risk being caught off guard by a 'head fake' that could kill the latest stock-market rally
  + stars: | 2023-01-28 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +4 min
Stocks are off to a strong start in 2023 after last year's selloff, with cooling inflation a pillar of support. But there's stickiness in services inflation, and that poses downside risks for equities, analysts said. Wage growth has eased but an even slower pace would suit the Fed's inflation-fighting goal. The Fed has been zeroing in on wage growth, Draho said. Annual average hourly wage growth was 4.6% in December.
☆ US Stocks end mixed as investors wade through fresh crop of earnings report
  + stars: | 2023-01-25 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +2 min
US stocks closed mixed Wednesday after a choppy session amid fresh earnings. The S&P 500 remains higher early in the new trading year. The S&P 500 lost ground for a second consecutive day but pared deeper losses. Here's where US indexes stood at the 4:00 p.m. closing bell on Wednesday:The S&P 500 so far this year has gained more than 4% after tumbling 19% in 2022. "A month from now … we're probably going to see another two, three, four percent taken out of earnings expectations for this year.
☆ Here's why 2023 could be another solid year for dividend stocks — and how to play it
  + stars: | 2022-12-23 | by ( Jesse Pound | ) www.cnbc.com   time to read: +3 min
Dividend stocks proved valuable for investors in a turbulent 2022, and many investment professionals are sticking with the group for next year. The SPDR Portfolio S & P 500 High Dividend ETF (SPYD) was down just about 1% for the year on a total return basis, easily outpacing the broader market. And with consensus expectations pointing to high interest rates and slow or even negative economic growth in 2023, dividend stocks could have quite a while left in the spotlight. Many major shops on Wall Street are bullish on dividend stocks in one form or another heading into 2023. Credit Suisse's strategist Andrew Garthwaite said in a note to clients that he was overweight dividend aristocrats, or stocks that have a long track record of growing their payouts. To be sure, investing in dividend stocks can be tricky during economic downturns, as falling profits can lead to dividend cuts or even suspensions.
☆ The November jobs report and the Fed matter most to markets in the week ahead
  + stars: | 2022-11-25 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +8 min
November's jobs report is the big event for markets in the week ahead, and it could provide important insight into the path of Federal Reserve interest rate hikes. The labor market has cooled only slightly, as other parts of the economy have slowed. But the labor market has been more resilient than expected, challenging the Fed's efforts to tame inflation by slowing economic activity. Besides the jobs report, there is the Job Openings and Labor Turnover Survey (JOLTS) report Wednesday, as well as the Fed's beige book on economic activity. "Holding above 4,000, as we await the jobs report and those other economic reports would be constructive for one more move before Christmas," he said.
☆ Telenet earnings miss estimates as inflation, lease payments weigh
  + stars: | 2022-10-27 | by ( ) www.reuters.com   time to read: +1 min
Oct 27 (Reuters) - Belgian telecoms company Telenet's (TNET.BR) third-quarter core earnings missed expectations on Thursday, weighed down by the soaring inflation, high energy prices, and tower-related lease payments. The group reported adjusted earnings before interest, taxes, depreciation and amortisation and after leases (EBITDAal) of 312.7 million euros ($314.9 million) for the three months to Sept. 30, up 1% year-on-year, or 4% on a rebased basis. This came below analysts' median estimate of 320.7 million euros in a company-compiled poll. Telenet has been reporting EBITDAal as one of its key metrics since the second quarter of this year to reflect tower-related lease payments following the sale of its mobile tower business to Digital Bridge. Its revenue came in at 660.5 million euros, above analyst expectations of 652.6 million euros.
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