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☆ Mui: Economic environment is currently in a sweet spot
▼ + stars: | 2024-05-17 | 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 EmailMui: Economic environment is currently in a sweet spotJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses inflation, higher-for-longer rates, and her investment strategy.

Persons: Janet Mui Organizations: Mui, RBC

☆ Investors are focused on economic growth over inflation, says Janet Mui
▼ + stars: | 2024-04-12 | 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 EmailInvestors are focused on economic growth over inflation, says Janet MuiJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses inflation, rate cuts, and the markets.

Persons: Janet Mui Janet Mui Organizations: Investors, RBC

☆ There are secular tailwinds for Japanese equities, says Janet Mui
▼ + stars: | 2024-03-19 | 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 EmailThere are secular tailwinds for Japanese equities, says Janet MuiJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses the Fed's monetary policy meeting and how it impacts the markets.

Persons: Janet Mui Janet Mui Organizations: RBC

☆ Inflation angst putting markets in a 'bad news is good news' frame of mind, analyst says
▼ + stars: | 2023-11-13 | 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 EmailInflation angst putting markets in a 'bad news is good news' frame of mind, analyst saysJanet Mui, head of market analysis at the RBC Brewin Dolphin, expects economic data and inflation to slow, saying there is a high chance bond yields have peaked.

Persons: Janet Mui Organizations: RBC

☆ Mui: Inflation still needs to ease for the stock market rally to be sustainable
▼ + stars: | 2023-11-09 | 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 EmailMui: Inflation still needs to ease for the stock market rally to be sustainableJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses the outlook for stocks, bonds, and rate cuts.

Persons: Janet Mui Organizations: RBC

Britain's biggest mortgage lender on Wednesday reported a pre-tax profit of 1.9 billion pounds ($2.3 billion) for the three months to September 30, in line with the 1.8 billion expected by analysts in forecasts compiled by the bank. The bank's quarterly profit was up on 576 million pounds the prior year, which was restated due to accounting changes. Analysts welcomed the steady set of results, noting a bad loan charge of just 187 million pounds - versus 668 million in the same quarter a year earlier - was much lower than expected. However, Lloyds said it increased its deposits by 500 million pounds during the third quarter, reversing a trend of outflows seen by many banks this year. Deposits remained down 5 billion pounds year to date at 470 billion pounds.

Persons: Dado Ruvic, Zoe Gillespie, Banks, Iain Withers, Lawrence White, Jason Neely Organizations: Lloyds Bank, REUTERS, Lloyds Banking Group, savers, Lloyds, Barclays, RBC Brewin, Thomson

☆ Mui: Inflation is moving in the right direction, so it's worth it for the Fed to be patient
▼ + stars: | 2023-10-16 | 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 EmailMui: Inflation is moving in the right direction, so it's worth it for the Fed to be patientJanet Mui, head of market analysis at RBC Brewin Dolphin, discusses expectations for the Fed and interest rates, and why investors may want to take a chance on TIPS, or Treasury Inflation-Protected Securities.

Persons: Janet Mui Organizations: Fed, RBC, Securities

Although longer-dated U.S. Treasury yields eased from 16-year highs on Wednesday, investors remain concerned that the elevated levels may pressure equities. Worries about U.S. government spending and its ballooning budget deficit have added to uncertainty around the interest rates trajectory, contributing to a steep selloff that have caused a rout in Treasury prices and a spike in yields. The S&P 500 and the tech-heavy Nasdaq lost around 5% and 6% last month as yields spiked. Traders put the chance of interest rates remaining unchanged in November and December at 80% and 63%, respectively, according to CME's FedWatch tool. ET, Dow e-minis were down 92 points, or 0.28%, S&P 500 e-minis were down 10.5 points, or 0.24%, and Nasdaq 100 e-minis were down 27.75 points, or 0.19%.

Persons: Brendan McDermid, Janet Mui, Loretta Mester, Neel Kashkari, Richmond's Thomas Barkin, Mary Daly, Michael Barr, Kevin McCarthy, Steve Scalise, Jim Jordan, Joe Biden, VinFast, Ankika Biswas, Shashwat Chauhan, Shounak Dasgupta Organizations: New York Stock Exchange, REUTERS, Dow, Nasdaq, Treasury, RBC Brewin, Apple, Traders, Dow e, Federal, Democratic, Rivian, EV, Chevron, Exxon Mobil, Occidental Petroleum, Thomson Locations: New York City, U.S, Minneapolis, Bengaluru

☆ Two top strategists lay out how the Fed's latest policy decision will likely impact the markets
▼ + stars: | 2023-09-21 | 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 top strategists lay out how the Fed's latest policy decision will likely impact the marketsJay Woods, Chief Global Strategist at Freedom Capital Markets, and Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, discuss the latest Fed decision and how to allocate assets into year-end.

Persons: Jay Woods, Janet Mui Organizations: Chief Global, Freedom Capital Markets, RBC

☆ Fed may pause interest rate hikes, but likely to keep rates 'pretty elevated,' analyst says
▼ + 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 EmailFed may pause interest rate hikes, but likely to keep rates 'pretty elevated,' analyst saysJanet Mui, head of market analysis at RBC Brewin Dolphin, discusses the outlook for the Federal Reserve's interest rate policy and weighs in on investing in equities versus bonds.

Persons: Janet Mui Organizations: RBC

☆ Mui: Now is not the time to add risk to your portfolio given current valuations
▼ + 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 EmailMui: Now is not the time to add risk to your portfolio given current valuationsJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses Nvidia's earnings results, Jackson Hole, and portfolio positioning.

Persons: Janet Mui, Jackson Organizations: RBC

☆ Europe stocks higher as UK homebuilders fall; China stimulus underwhelms
▼ + stars: | 2023-08-21 | by ( Jenni Reid | ) www.cnbc.com time to read: +1 min

LONDON — European stock markets were higher on Monday after closing Friday at a six-week low. China's central bank cut its one-year loan prime rate by less than expected Monday, and left its five-year rate unchanged. Zoe Gillespie, chartered wealth manager at RBC Brewin Dolphin, said the moves showed a "lack of ambition," but that China faced a "tough play." There's a lot for central policymakers to do to their protect the currency and also stimulate the economy." Asia-Pacific stock markets traded mixed Monday, while U.S. stock futures were slightly lower.

Persons: Zoe Gillespie, it's, CNBC's, You've, Jackson, — Clement Tan Organizations: LONDON, RBC, People's Bank of China, Federal Locations: China, Asia, Pacific

☆ The US stock market is underappreciating the risk of a recession: Analyst
▼ + 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 EmailThe US stock market is underappreciating the risk of a recession: AnalystJanet Mui from RBC Brewin Dolphin discusses her cautious stance on U.S markets and her preference for bonds.

Persons: Janet Mui Organizations: RBC Brewin Dolphin

☆ Two financial experts discuss the markets' road ahead following Fitch's U.S. credit downgrade
▼ + stars: | 2023-08-03 | 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 EmailTwo financial experts discuss the markets' road ahead following Fitch's U.S. credit downgradeJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, and Joanna Gallegos, Founder of Bondbloxx, discuss the outlook for stocks and bonds following Fitch's downgrade of the U.S.' credit rating.

Persons: Janet Mui, Joanna Gallegos Organizations: RBC, Bondbloxx, U.S

☆ Oil giant Shell posts sharp drop in second-quarter profit on weaker commodity prices
▼ + stars: | 2023-07-27 | by ( Sam Meredith | ) www.cnbc.com time to read: +2 min

Picture Alliance | Picture Alliance | Getty Imageswatch nowShares of the London-listed oil major slipped 2% on Thursday morning. 'Softening oil and gas environment'French oil major TotalEnergies also reported weaker-than-expected earnings on Thursday, posting second-quarter adjusted net income of $5 billion. TotalEnergies CEO Patrick Pouyanne said the firm's "robust" earnings came during a "favorable but softening oil and gas environment." Norwegian oil and gas giant Equinor had on Wednesday reported a 57% decline in year-on-year second-quarter profit as oil and gas prices slipped from last year's high levels. Oil and gas prices were under pressure in the first half of the year, however, as global economic jitters outweighed supply-demand fundamentals.

Persons: downgrades, Stuart Lamont, Patrick Pouyanne Organizations: Getty, RBC Brewin, Shell, BP, Exxon Mobil, Chevron Locations: London, Ukraine, U.S

LONDON, July 26 (Reuters) - Lloyds Banking Group (LLOY.L) reported a higher charge for troubled loans and missed first-half profit expectations as Britain's economic chills weighed on its finances and upped pressure on management to do more to help struggling savers. Lloyds shares fell 5% in early trading against a flat FTSE 100 index (.FTSE). Lloyds shares fell 5% in early trading on Wednesday, against a flat FTSE 100 index (.FTSE). The bank said it expected this to fall more slowly than previously forecast, dipping to 3.10% this year instead of 3.05%. ($1 = 0.7754 pounds)Reporting by Iain Withers and Lawrence White; editing by Sinead Cruise and Jason NeelyOur Standards: The Thomson Reuters Trust Principles.

Persons: Zoe Gillespie, we’ve, Fran Boait, Charlie Nunn, Nunn, Alison Rose, Nigel Farage, Coutts, Iain Withers, Lawrence White, Sinead Cruise, Jason Neely Organizations: Lloyds Banking Group, Lloyds, . Banking, JPMorgan, Bank of, RBC Brewin Dolphin, NatWest, Thomson

☆ We are late in the economic cycle — making stocks less appealing, analyst says
▼ + stars: | 2023-06-27 | 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 EmailWe are late in the economic cycle — making stocks less appealing, analyst saysJanet Mui, head of market analysis at RBC Brewin Dolphin, says bonds are more attractive than equities for U.K. investors right now, and specifically short-term gilt yields being "very attractive" for private investors.

Persons: Janet Mui Organizations: RBC

The STOXX 600 (.STOXX) index closed 0.3% lower after data showed euro zone business growth stalled this month as the downturn in manufacturing deepened. "A hike was fully expected, but the magnitude of the rise surprised most," said RBC Brewin Dolphin’s head of asset allocation, Paul Danis. Germany's DAX index (.GDAXI) shed 1.0%, leading losses among regional peers as shares of Siemens Energy (ENR1n.DE) sank 37.3%. DATA DIGESTWhile euro zone business growth stalled in June, a separate reading showed German business activity slowed notably this month. French business activity contracted this month for the first time in five months, data showed.

Persons: Germany's DAX, Paul Danis, DAX, Clemente De Lucia, Shreyashi Sanyal, Bansari, Eileen Soreng, Jonathan Oatis Organizations: Siemens Energy, GSK, Bank of England, Norges Bank, Swiss National Bank, Investors, RBC, Bank, Siemens, Deutsche Bank Research, Thomson Locations: U.S, Stockholm, Helsinki, Bengaluru

☆ RBC Brewin Dolphin: Small underweight in equities given the Fed rate hike uncertainty this year
▼ + stars: | 2023-06-15 | 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 EmailRBC Brewin Dolphin: Small underweight in equities given the Fed rate hike uncertainty this yearJanet Mui, head of market analysis at RBC Brewin Dolphin, discusses the market's reaction to the Fed's hawkish pause.

Persons: Janet Mui Organizations: RBC

☆ Markets have gotten ahead of themselves this year, analyst says
▼ + stars: | 2023-05-02 | 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 EmailMarkets have gotten ahead of themselves this year, analyst saysZoe Gillespie, divisional director at RBC Brewin Dolphin, explains why it's taking a cautious approach.

As part of the overhaul announced in October, it is seeking to spin off merger advice and leveraged finance into a new entity named Credit Suisse First Boston (CSFB), for which it has been seeking buyers. Credit Suisse is most valuable in separate parts, and there are high-level M&A talks taking place, said a senior banker who advises banks on deals. TAKEOVERSelling off parts of Credit Suisse could require time, which markets may not give. The two have complementary investment banking businesses -Credit Suisse is stronger in credit and UBS in equities. However, some have faith that Credit Suisse can still make it safely to the end of the tight rope.

☆ Costcutter owner Bestway buys Sainsbury's stake
▼ + stars: | 2023-01-27 | by ( James Davey | ) www.reuters.com time to read: +4 min

Sainsbury's shares were up 4.5% on Friday, hitting their highest since April and leading gainers on the FTSE 100 (.FTSE) index. The 3.45% stake makes Bestway Sainsbury's sixth largest investor, Refinitiv Eikon data showed. Asda was purchased by brothers Mohsin and Zuber Issa and private equity company TDR Capital for an enterprise value of 6.8 billion pounds, while Morrisons was bought by U.S. private equity firm Clayton, Dubilier & Rice for 7 billion pounds. Sainsbury's proposed 7.3 billion pounds takeover of Asda was blocked by Britain's competition regulator in 2019. Shares in Sainsbury's closed on Thursday at 239.4 pence, valuing the business at 5.6 billion pounds.

The British bank made a profit before tax of 2 billion pounds ($2.3 billion) in July-September, up from 1.9 billion a year ago and above analyst forecasts. European rival Deutsche Bank said fixed income trading revenues rose 38%. Barclays' advisory fees including merger and acquisitions (M&A) fell 45% in the third quarter to 533 million pounds. Despite the higher loan loss charge - including 381 million pounds taken in the quarter - Barclays' chief financial officer Anna Cross told reporters this had been taken ahead of time. Barclays said the net loss arising from the error over the year to date was 600 million pounds.

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