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☆ These five stocks are primed for upside, including this alternative to Nvidia, Morgan Stanley says
▼ + stars: | 2024-06-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Morgan Stanley analysts named a slate of stocks this week they think are too attractive to ignore. CNBC Pro combed through Morgan Stanley research to find stocks that are primed for growth this summer. They include Apple, Toast, Broadcom, Arista Networks and Coca-Cola. Toast "Toast demonstrated its Vertical technology leadership, detailing its ability to efficiently gain share and monetize against an expanding opportunity. … New geographies, new verticals, new products, and increasing monetization across software and FinTech, underscore the compelling growth opportunity for Toast in the years ahead.

Persons: Morgan Stanley, Joseph Moore, Moore, Josh Baer, Baer, Meta Marshall, Marshall, … Arista, … Organizations: CNBC, Apple, Broadcom, Arista Networks, VMware, Breed, Arista Networks Arista, Arista

☆ Broadcom surges to a record after earnings. 3 reasons why the stock can go even higher
▼ + stars: | 2024-06-13 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Broadcom surged more than 12% to a record high Thursday following an excellent fiscal second-quarter earnings report on Wednesday night . The other part of Broadcom's AI business is selling products like Ethernet switches that help stitch together servers inside data centers. AVGO 1Y mountain Broadcom's stock performance over the past 12 months. Tan said on the call Wednesday that customer — aka Apple — is all of Broadcom's wireless business. Wall Street estimates for Broadcom's wireless business will need to rise to reflect the increased iPhone demand we expect to see.

Persons: —, Hock Tan, Tan, Jim Cramer's, Jim Cramer, Jim, Justin Sullivan Organizations: Broadcom, Nvidia, Apple, Apple Intelligence, America, VMWare, CNBC, Getty Locations: San Jose , California

☆ Blistering AI demand drives a beat and raise at our other chipmaker Broadcom
▼ + stars: | 2024-06-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +10 min

We view Broadcom as one of the biggest AI beneficiaries through its networking and custom chip businesses. And it's a good thing that Broadcom wants to make its stock more accessible to investors and employees. Broadcom said the spending run rate at VMware was $1.6 billion in the quarter, down from $2.3 billion per quarter pre-acquisition. Outlook Following the strong first half of its fiscal year 2024, Broadcom raised both its revenue and adjusted EBITDA outlook. The positively revised update is above FactSet estimates of $50.58 billion in revenue and $30 billion of adjusted EBITDA.

Persons: Hock Tan, we've, Tan, Jim Cramer's, Jim Cramer, Jim, Broadcom Lucas Jackson Organizations: Broadcom, VMware, Revenue, Club, LSEG, VMWare, Wall Street, Marvell Technology, Devices, Nvidia, Lam, Chipotle, Walmart, Apple, Infrastructure Software, CNBC Locations: Hock

☆ Signs are pointing to a Nike rebound. How to play it using options
▼ + stars: | 2024-06-05 | by ( Tony Zhang | ) www.cnbc.com time to read: +2 min

Nike (NKE) is underperforming the market and its sector since mid 2021. With valuations near its historical lows and the potential for China growth to rebound, it is time for investors to start paying attention to Nike again. The trade Options on NKE are expensive now with implied volatility on the higher end of the range. DISCLOSURES: (Long Nike) THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: NKE, I'm Organizations: Nike Locations: China

☆ Bitcoin is on the verge of a bullish breakout again. What to watch on the charts
▼ + stars: | 2024-06-05 | by ( Frank Cappelleri | ) www.cnbc.com time to read: +4 min

Despite the wild ride from a performance and volatility perspective, over the last six months, BTC has continued to do one thing very well – adhere to the technicals. It never violated the breakout zone from October'23 and hit the target by early March. Each prior falling wedge pattern breakout was accompanied by its RSI moving to overbought territory. Two Bullish Patterns on One Chart The second and third bullish formations appear on this chart. To reiterate, these targets are attained simply by adding the height of each pattern to the breakout points.

Persons: bitcoin, Let's, it's, Frank Cappelleri Organizations: SEC, BTC Locations: bottoming

☆ Job openings fall to new 3-year low, as the US economy continues to slow
▼ + stars: | 2024-06-04 | by ( Alicia Wallace | ) edition.cnn.com time to read: +4 min

CNN —The number of job openings in the US shrank for the second month in a row, setting a new three-year low amid further signals of cooling in the labor market. There were 8.06 million available jobs posted in April, according to the Bureau of Labor Statistics’ latest Job Openings and Labor Turnover Survey (JOLTS) report released Tuesday. Economists were expecting job openings to register 8.36 million, according to FactSet estimates. Layoffs remain lowIn addition to the decline in job openings, other measures of labor turnover showed minimal movement in April. Second, the labor market is a different animal than it was 10 or 20 years ago.

Persons: Nancy Vanden Houten, ” Vanden Houten Organizations: CNN, Bureau of Labor Statistics ’, Labor, Oxford Economics, Federal Reserve, Federal, JOLTS, Boomers Locations: That’s

☆ The charts say more pain for Salesforce could be ahead in the short-term before bottoming
▼ + stars: | 2024-05-30 | by ( David Keller | ) www.cnbc.com time to read: +4 min

What do the charts say after this sudden 20% drop in price? After making a new all-time high of around $318 in early March, Salesforce demonstrated choppy, sideways price action into mid-April. A gap lower in price pushed CRM below its 50-day moving average, which often serves as an early warning sign of an impending trend change. From mid-April until this week, Salesforce has again settled into a sideways price range, this time between $268 and $290. While CRM was in a somewhat precarious position leading into this week, the gap lower post-earnings represented a sudden revaluation for this former technology leader.

Persons: Let's, Salesforce, we'd, it's, David Keller Organizations: CRM, CMT

☆ I'm concerned the Fed is chasing lagging indicators, says David Rosenberg on inflation
▼ + stars: | 2024-05-28 | 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 concerned the Fed is chasing lagging indicators, says David Rosenberg on inflationDavid Rosenberg, Rosenberg Research founder & president, joins 'Fast Money' to talk the state of the economy, where he sees inflation bottoming, and more.

Persons: David Rosenberg, Rosenberg Organizations: Rosenberg Research

☆ Morgan Stanley says these stocks show 'no sign of slowing down' into the summer
▼ + stars: | 2024-05-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

A slate of stocks — including a couple of notable winners — still have plenty more room to run this summer, according to Morgan Stanley. "Despite near all-time high, valuation remains attractive, especially when compared to more well known stocks," he wrote. Warner Music Group Analyst Benjamin Swinburne recently resumed coverage of Warner Music Group with an overweight rating and called the stock a top pick. Warner Music Group "In the past 18 months, the music industry has seen significant positive developments. Progressive "Despite near all-time high, valuation remains attractive, especially when compared to more well known stocks.

Persons: —, Morgan Stanley, it's, Morgan, Morgan Stanley's, Megan Alexander, Alexander, she's, Bob Jian Huang, Huang, Benjamin Swinburne, Swinburne, Price, DELL Organizations: Nvidia, CNBC, Dell Technologies, Hasbro, Body Works, Warner Music Group, Android, Warner Music, Warner, NVIDIA

☆ Here are Monday's biggest analyst calls: Nvidia, Amazon, Apple, Tesla, Dell, Micron & more
▼ + stars: | 2024-05-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Melius reiterates Apple as buy Melius said it sees several positive catalysts ahead for Apple. Bernstein reiterates Dell as outperform Bernstein raised its price target on the stock to $155 per share from $120. Goldman Sachs reiterates Amazon as buy Goldman said it's standing by its top pick status on shares of Amazon. " Barclays reiterates Nvidia as overweight Barclays raised its price target on Nvidia to $1,100 from $850. Morgan Stanley upgrades Micron to equal weight from underweight Morgan Stanley raised its price target on Micron to $130 per share from $98.

Persons: Melius, Bernstein, Dell, Stifel, Baird, Goldman Sachs, Goldman, –, Huntington Ingalls, it's, it's bullish, Redburn, Tesla, Morgan Stanley, Salesforce, Jefferies, Evercore, TJX Organizations: Apple, Developers, Citi, RIO, Nvidia, Barclays, Robotics, Group, Marex Group, Micron, Hasbro, U.S . Steel, UBS, Universal Health Services, JPMorgan, TJX Companies, SSS, Seaport, FedEx, US Locations: Tinto, America, Cleveland, China

☆ Dow closes above 40,000 for first time ever
▼ + stars: | 2024-05-17 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +5 min

New York CNN —The Dow Jones Industrial Average closed above the 40,000 mark Friday for the first time in its 139-year history. To many Americans, “the Dow” simply means the stock market. Dow 100: The Dow first closed in triple digits in January 1906. Crash of 1929: The Dow fell 38 points on Oct. 28 and 31 more points the next day. Dow 30,000: Nov. 24, 2020: Covid sent the stock market plunging in the spring of 2020.

Persons: ”, Ryan Detrick, “, Hogan, Dow, Teddy Roosevelt, Richard Nixon, Trump, Covid Organizations: New, New York CNN, Dow Jones, Federal Reserve, Bureau of Labor Statistics, Carson Group, Dow, Nasdaq, Riley Financial, CNN, Wall, Microsoft, Chevron, Federal, Woolworth, Eastman Kodak Locations: New York, Chevron —

☆ Dow crosses 40,000 for the first time
▼ + stars: | 2024-05-16 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +8 min

New York CNN —The Dow broke past the 40,000 threshold Thursday morning for the first time ever, fueled by an encouraging inflation report. It also highlights a notable contrast between sentiment on Wall Street and Main Street. Dow 100: The Dow first closed in triple digits in January 1906. The Dow nearly matched that in 2017, rising 25%. Dow 30,000: Nov. 24, 2020: Covid sent the stock market plunging in the spring of 2020.

Persons: Dow, stoking, ”, Gary Pzegeo, John Williams, Tom Barkin, ” Tyler Schipper, Thomas, Hogan, Teddy Roosevelt, Richard Nixon, Trump, Covid Organizations: New, New York CNN, Markets, Federal Reserve, Bureau of Labor Statistics, CIBC Private Wealth, ”, Walmart, Airlines, Big Tech, York Fed, Reuters, Richmond Fed, Dow, University of Michigan, CNN, CPI, University of St, Riley Financial, Wall, Microsoft, Chevron, Traders, New York Stock Exchange, Getty, Federal, Woolworth, Eastman Kodak Locations: New York, United States, Minnesota, Chevron —, AFP

☆ 4 reasons why the S&P 500 has another 5% upside this year, UBS says
▼ + stars: | 2024-05-14 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

The ongoing S&P 500 rally could extend to 5,500 this year, UBS said. Tech earnings have remained strong, with ex-Mag 7 tech firm profits revised 7% higher since March. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. AdvertisementWith last month's equity jitters already quashed, the ongoing rebound is the start of an extensive summer rally, UBS said. According to a note published Tuesday, the S&P 500 could reach the firm's upside scenario of 5,500 by this year's end.

Persons: Disinflation, —, Marcelli, That's Organizations: UBS, Tech, Service, Global Wealth Management, Microsoft, Nvidia, Apple

☆ This agricultural trade is bottoming with more upside likely ahead, according to the charts
▼ + stars: | 2024-05-13 | by ( Katie Stockton | ) www.cnbc.com time to read: +7 min

—Katie Stockton with Will Tamplin Access research from Fairlead Strategies for free here . Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this information must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein. This material is not to be reproduced or redistributed absent the written consent of Fairlead Strategies.

Persons: MOO, Katie Stockton Organizations: Deere, Co, Teucrium Wheat, Fairlead, CNBC Pro, Securities

☆ Golden visas attracted wealthy Americans to Southern Europe. Then their housing crisis followed.
▼ + stars: | 2024-05-09 | by ( Eliza Relman | ) www.businessinsider.com time to read: +8 min

This is in part the doing of so-called "golden visas," hugely popular residency visas for foreign investors. And they purchased more Portuguese golden visas than any other nationality in 2022. Related storiesBut as Portugal has experienced a worsening housing affordability crisis, Portuguese public opinion on golden visas has soured. Last year, the country changed the terms of its golden visa program to exclude real estate investment. Other southern European countries are following suit, similarly pointing to skyrocketing real estate prices.

Persons: —, They're, they're, João Pereira dos Santos, Pereira dos Santos, Nuno Fazenda, Holger Schmieding, Schmieding, David Zorrakino Organizations: Service, Business, The New York Times, School of Economics, Finance, Queen Mary University of London, State, Tourism, Trade, Services, Bloomberg, Berenberg Bank, Getty, European Central Bank, Paris Locations: Greece, Portugal, Tourism, Lisbon, Athens, Spain, Southern Europe, Portuguese, London, Ramblas, Barcelona, Catalonia, Europe, Germany, Netherlands, France

☆ Blackstone says the real-estate market is bottoming. Here are 7 ways it's getting ahead of the situation.
▼ + stars: | 2024-05-08 | by ( Alex Nicoll | ) www.businessinsider.com time to read: +2 min

This story is available exclusively to Business Insider subscribers. We found the firm has been spending on distressed real estate, such as its purchase of loans from the FDIC after the failure of Signature Bank, as well as investments in buzzy real estate, like data centers. In a January earnings call, Blackstone president Jonathan Gray announced that commercial real estate, which recently suffered its biggest price declines in half a century, could soon hit bottom. "While it will take time, we can see the pillars of a real estate recovery coming into place." Here are the 7 recent real estate and real-estate-adjacent deals that show how Blackstone is trying to get ahead of the CRE bottom in chronological order.

Persons: Jon Gray, Blackstone, Gray, Jonathan Gray Organizations: Business, Signature Bank

☆ Jim Cramer says Alphabet is a buy and the most undervalued large tech stock
▼ + stars: | 2024-05-03 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Jim Cramer suggested some of Apple's AI commentary Thursday night could be a factor in the Google parent's stock move. We continue to believe the market is underappreciating Coterra's ability to pullback production in natural gas in favor of oil. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, That's, Jim, Tom Jorden, Jorden, Nelson Peltz, Peltz, Jim Cramer's Organizations: CNBC, Apple, Conference, Nasdaq, Google, Federal Reserve, Institute for Supply, Coterra Energy, Diamondback Energy, Cinco, Cinco de Mayo, Constellation Brands, Corona, Modelo, Disney, Jim Cramer's Charitable Locations: U.S, Cinco de

☆ Here are Thursday's biggest analyst calls: Ferrari, Netflix, Tesla, Nvidia, TJX, Carvana & more
▼ + stars: | 2024-05-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS upgrades Burlington to neutral from sell UBS said the outlook for Burlington is improving. Jefferies reiterates Netflix as buy After a change in analyst coverage, the firm says it's standing by its buy rating. UBS upgrades TJX Companies to buy from neutral UBS says the off-price retailer is a "growth stock with surprising upside." UBS downgrades CVS to neutral from buy UBS said it sees too much uncertainty for shares of CVS. JPMorgan upgrades Carvana to overweight from neutral JPMorgan upgraded Carvana following earnings on Wednesday.

Persons: Morgan Stanley, Ferrari, Mizuho, C27E, BURL, Jefferies, Rosenblatt, TD Cowen downgrades Wolfspeed, Cowen, Raymond James, Parsons, Ziff Davis, KBW, Piper Sandler, Cantor Fitzgerald, Tesla, Cantor, it's bullish Organizations: Nvidia, Mizuho, UBS, Netflix, Networks, Enterprise, Jefferies, CTV, TJX Companies, Department Stores, CVS, JPMorgan, Susquehanna, MGM, Bank of America, Community Bank, Piper, NYCB, ~$ Locations: Burlington, Las Vegas

☆ DuPont's beat-and-raise quarter is a major turning point for the chemical maker
▼ + stars: | 2024-05-01 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Even better, management signaled that the chemical company is moving past most of the destocking headwinds that plagued it this year. Net sales declined roughly 3% year over year to $2.9 billion, beating expectations of $2.8 billion, according to LSEG. Quarterly results Organic sales in the Electronics & Industrial business declined 2% year over year, with volume and prices both down 1%. And in Shelter Solutions, the destock looks complete after sales were flat in the first quarter and expected to rise sequentially in the second quarter. This new outlook reflects a continued electronics recovery and some easing of channel inventory destocking in industrial-based businesses.

Persons: we're, Ed Breen, Breen, Jim Cramer's, Jim Cramer, Jim, Dupont, Mark Makela Organizations: DuPont, PPG Industries, Industrial Technologies, Automotive, Electronics & Industrial, Semiconductor Technologies, DuPont's, Taiwan Semi, Samsung, Safety Solutions, Water Solutions, Solutions, CNBC, Getty Locations: bottoming, Taiwan, biopharma, Kalrez

☆ The Fed would only cut rates to help the U.S. service its soaring debt, fund manager says
▼ + stars: | 2024-05-01 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com time to read: +1 min

The only reason the Federal Reserve might be tempted to cut rates would be to help the U.S. cover interest payments for the national debt, according to fund manager Freddie Lait. The Fed is widely expected to keep its benchmark overnight borrowing rate in a range between 5.25%-5.5%. Traders are currently only pricing in about a 50% chance of a Fed rate cut taking place as early as September and expect just one quarter-percentage-point reduction by the end of the year, according to the CME FedWatch Tool. The reason they might cut is because the U.S. government can't afford [them not doing] it — and that's a much scarier reason to have to cut," he added. A spokesperson for the Federal Reserve declined to comment.

Persons: Freddie Lait, Lait Organizations: Federal Reserve, Federal, U.S, Traders Locations: U.S

☆ Wednesday's analyst calls: Amazon draws praise, 3M finds some support, Starbucks cut
▼ + stars: | 2024-05-01 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +8 min

JPMorgan analyst Vivek Juneja upgraded the regional bank stock to an overweight rating from neutral, simultaneously lifting his price target to $39.50 from $37.50. — Lisa Kailai Han 6:27 a.m.: Deutsche Bank downgrades Starbucks after disappointing quarterly earnings Starbucks could feel some near-term pressure, according to Deutsche Bank. Analyst C. Stephen Tusa also raised his price target to $111 from $110, implying that shares of 3M could rally 15% from here. 3M stock has added nearly 6% so far in 2024, but the stock is still trading at an attractive valuation given the company's characteristics, Tusa said. Amongst the group, JPMorgan analyst Doug Anmuth has the highest price target of $240, which implies that Amazon stock could rally another 37% from here.

Persons: Vivek Juneja, Juneja, — Lisa Kailai Han, Samik Chatterjee, Chatterjee, Lauren Silberman, Silberman, Lisa Kailai Han, Stephen Tusa, Tusa, 3M's, Morgan Stanley, Doug Anmuth, Anmuth, — Lisa Kailai Han — CNBC's Michael Bloom Organizations: CNBC, JPMorgan, Starbucks, Deutsche Bank, Fifth, Bancorp, Logitech, 3M, Barclays, Bank of America, Amazon, Services, Wall Street, — Locations: China

☆ Here are Wednesday's biggest analyst calls: Apple, Nvidia, Amazon, Tesla, 3M, Pinterest, AMD, Meta and more
▼ + stars: | 2024-05-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Barclays reiterates Advanced Micro Devices as overweight Barclays said the chipmaker is "best positioned" following earnings on Tuesday. JPMorgan reiterates Apple as overweight JPMorgan said it sees an attractive entry point ahead of Apple earnings on Thursday afternoon. JPMorgan upgrades Fifth Third to overweight from neutral JPMorgan said it sees earnings upside for the regional bank. JPMorgan upgrades 3M to overweight from neutral JPMorgan said shares of the company are compelling at current levels. Bank of America reiterates Pinterest as buy Bank of America said it sees "multiple tailwinds to aid growth & margins" following earnings on Tuesday.

Persons: Morgan Stanley, Tesla, JPMorgan, Wedbush, TD Cowen downgrades Skyworks, Cowen, Pinterest, Goldman Sachs, Goldman Organizations: Bank of America, Amazon, Barclays, AMD, JPMorgan, Apple, Nvidia, Seagate, HSBC, Deutsche Bank, Starbucks, Deutsche, Logitech, Meta Locations: China, 3QFY24, Pinner, SiriusXM

☆ Hong Kong stocks are back from the dead. Here’s why
▼ + stars: | 2024-04-30 | by ( Laura He | ) edition.cnn.com time to read: +6 min

Hong Kong CNN —Hong Kong’s benchmark Hang Seng Index surged more than 7% in April as the best-performing major index in the world. The valuation of Hong Kong stocks has also become more “compelling” relative to the rest of the Asian region after the pullback last year, said Zhikai Chen, head of Asian equities at BNP Paribas Asset Management. He added that there is a shift in investors’ sentiments as Chinese economic data turned more positive. Innes said global investors are currently “underweight” in Chinese markets, including Hong Kong, because of geopolitical tensions and concerns surrounding potential fallout from the upcoming US elections. Stock exchange data showed that southbound investors (meaning investment from mainland China into Hong Kong) have bought nearly $20 billion of Hong Kong-listed stocks in March and the first three weeks of April on a net basis.

Persons: ”, Kelly Chung, Zhikai Chen, Stephen Innes, David Chao, Nomura, Xiaomei Chen, Angelina Lai, Innes, Kong, BNP Paribus Organizations: Hong Kong CNN, Hong, Value Partners, BNP, Management, P Global, PMI, Kong's, Reuters, US, People’s Bank of, HK, “ Locations: China, Hong Kong, United States, Beijing, India, James’s, People’s Bank of China

☆ This payments stock appears to be bottoming. Using options to capitalize on potential gains
▼ + stars: | 2024-04-24 | by ( Tony Zhang | ) www.cnbc.com time to read: +2 min

However, it continues to operate a solid payments business with nearly half a billion active users each month. Over a longer period, a breakout above $68 could target the low $100s as an extended target to the upside. If we were to dive into the business, we see a payments company that focuses on delivering growth and improving margins. If PYPL traded at its industry and historical average of around 21x forward earnings, it would imply a stock price of $106 — just above our technical upside target. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: PYPL Organizations: PayPal

☆ Expect more global growth and bottoming in China, says Skylar Montgomery Konig
▼ + stars: | 2024-04-23 | 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 more global growth and bottoming in China, says Skylar Montgomery KonigSkylar Montgomery Konig, Director of Macro Strategy at TS Lombard, discusses earnings, market concentration, and economic growth.

Persons: Skylar Montgomery Konig Skylar Montgomery Konig Organizations: TS Lombard Locations: China

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