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☆ U.S. inflation could return to 2.5% or 3% by year-end, advisory firm says
  + stars: | 2023-06-16 | 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 EmailU.S. inflation could return to 2.5% or 3% by year-end, advisory firm saysStephen Isaacs, chairman of the investment committee at Alvine Capital, says inflation is trending down and markets are focused more on this than on the Federal Reserve's interest rate policy.
Persons: Stephen Isaacs Organizations: Alvine
☆ I'm a little concerned about U.S. assets generally, advisor says
  + stars: | 2023-03-14 | 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 EmailI'm a little concerned about U.S. assets generally, advisor saysStephen Isaacs, chairman of the Investment Committee at Alvine Capital, says investors need to focus on being long-term holders of risk assets and stocks, as that's "the only protection against the long-term problem of this decade, which is that inflation is going to average 4-5%."
☆ The U.S. is massively underperforming global stock markets, and analysts see more of the same
  + stars: | 2023-01-24 | by ( Elliot Smith | ) www.cnbc.com   time to read: +2 min
A trader works on the trading floor at the New York Stock Exchange (NYSE), January 5, 2023. Andrew Kelly | ReutersComparison chart of U.S. stocks versus European and global peers. "However, if the macro situation in the U.S. were to deteriorate more, history suggests the decoupling between the two markets may not last long." Places like Germany, northern Europe, so I think these again are some of the little factors people have forgotten," he said. "Tourism, again, a big plus for Europe, and then finally the fact that European assets have been undervalued and under owned for some time."
☆ Expect further divergence between European and U.S. assets, strategist says
  + stars: | 2023-01-23 | 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 further divergence between European and U.S. assets, strategist saysStephen Isaacs, chairman of the investment committee at Alvine Capital, explains why he is optimistic about European markets but believes there is more downside to be realized in the U.S.
☆ 'Sustained' market rally looks likely heading into 2023, says investor
  + stars: | 2022-11-11 | 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'Sustained' market rally looks likely heading into 2023, says investorStephen Isaacs, chairman of the investment committee at Alvine Capital, says markets look poised for a sustained rally in the first quarter of 2023 after the latest U.S. CPI data showed inflation may be coming under control.
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