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Why the post-election rally is beginning to fade
  + stars: | 2024-11-12 | 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 EmailWhy the post-election rally is beginning to fadeJeff Kilburg, founder and CEO of KKM Financial, joins CNBC's 'The Exchange' to discuss the post-election rally, what he thinks the 10-year yield says about the economy, and more.
Persons: Jeff Kilburg Organizations: KKM
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMore China stimulus expected, but growth will miss target this year: MorningstarLorraine Tan of Morningstar says China growth will come in between 4% to 5% this year, missing Beijing's target, although she expects more support measures being rolled out in the next few months.
Persons: Morningstar Lorraine Tan, Morningstar Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow global trade is trending amid strikes, geopolitical risks: Panama CanalRecent U.S. port strike action led to a dip in Panama Canal cargo, and geopolitical risks remain around the world, but the Panama Canal is forecasting improvements in flows through the critical trade gateway.
Locations: Panama, U.S, Panama Canal
Calls of the Day: Snowflake, Wells Fargo and Salesforce
  + stars: | 2024-11-12 | 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 EmailCalls of the Day: Snowflake, Wells Fargo and SalesforceSnowflake earns a spot on D.A. Davidson's 'Best in Breed' list, with Stephanie Link in the mix! The 'Halftime Report' Investment Committee debates this and other Calls of The Day!
Persons: Salesforce Snowflake, Davidson's, Stephanie Link Organizations: Salesforce Locations: Wells Fargo
3-Stock Lunch: Home Depot, Honeywell, & Tyson Foods
  + stars: | 2024-11-12 | 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 Email3-Stock Lunch: Home Depot, Honeywell, & Tyson FoodsMichael Landsberg, Landsberg Bennett Private Wealth CIO, joins CNBC's 'Power Lunch' to discuss outlooks on three stocks: Home Depot, Honeywell, and Tyson Foods.
Persons: Tyson, Tyson Foods Michael Landsberg, Landsberg Bennett Organizations: Honeywell, Tyson Foods Locations: Landsberg
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarco Rubio is well equipped to guide State Department, says Longview Global's Dewardric McNealDewardric McNeal, Longview Global senior policy analyst, and Michelle Caruso-Cabrera, CNBC contributor, join CNBC's 'Power Lunch' to discuss expectations for Senator Marco Rubio as a potential Secretary of State, how a Trump administration would approach foreign policy, and more.
Persons: Marco Rubio, Dewardric McNeal Dewardric, Michelle Caruso, Cabrera, Trump Organizations: State Department, Longview Global, CNBC, State Locations: Longview, Dewardric McNeal Dewardric McNeal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisruption from Trump tariffs depends on level, says AXA's Gilles MoecGilles Moec, chief economist and head of research for AXA Group, joins CNBC's 'Power Lunch' to discuss what President-elect Donald Trump's trade policy means for foreign markets.
Persons: AXA's Gilles Moec Gilles Moec, Donald Trump's Organizations: AXA Group Locations: Trump
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHedge funds performed better under Democratic presidents than Republican onesCNBC's Leslie Picker joins 'Closing Bell: Overtime' to discuss hedge fund performance under the two major political parties.
Persons: CNBC's Leslie Picker Organizations: Democratic
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIndian market in a consolidation phase: Alchemy Capital ManagementHiren Ved, Director & CIO of Alchemy Capital says India’s outflow of foreign investments to China is tactical however disappointing Chinese stimulus details may reverse that flow, projecting India's growth and earnings to pick up in Q3.
Persons: Hiren Ved Organizations: Alchemy Capital, Hiren, Alchemy Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe will take the necessary steps to accommodate crypto and AI innovation: Japan financial regulatorRyosuke Ushida of the Financial Services Agency of Japan discusses why cryptocurrencies are being regulated under the payment services act and regulations for use of AI in fintech remain "quite accommodative".
Persons: Ryosuke Organizations: Financial Services Agency of Japan Locations: Japan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSaks CEO: Core luxury consumer is holding up in the U.S., not as much abroadMarc Metrick, Saks CEO, joins 'Money Movers' to discuss why it feels like the luxury sector is in challenging times, what helped Saks business in years prior, and much more.
Persons: Marc Metrick Organizations: Saks Locations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are 'overweight' on small caps, says Neuberger Berman's Holly Newman KroftHolly Newman Kroft, Neuberger Berman private wealth managing director, joins 'Money Movers' to discuss how Kroft is advising clients after the election, if investors should chase the current rally, and much more.
Persons: Neuberger, Holly Newman, Holly Newman Kroft, Neuberger Berman
Fed's Barkin: Economy and policy are in a good place
  + stars: | 2024-11-12 | by ( Steve Liesman | ) 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's Barkin: Economy and policy are in a good placeCNBC's Steve Liesman reports on the latest comments from Richmond Federal Reserve president Tom Barkin.
Persons: Steve Liesman, Tom Barkin Organizations: Richmond Federal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's debt relief package is a 'crucial first step' in economic recovery: CIOJordan Cvetanovski of Pella Funds shares his take on China's $1.4 trillion debt relief package and says that he expects 'bigger things to come' from the Chinese government in terms of fiscal stimulus in 2025.
Persons: Jordan Cvetanovski Organizations: Pella Funds Locations: Pella
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI deeply believe that Germany's role is to bring Europe together: HabeckRobert Habeck, Germany's vice-chancellor, speaks to CNBC's Michael Considine at the Web Summit tech conference in Lisbon.
Persons: Habeck Robert Habeck, CNBC's Michael Considine Organizations: Summit Locations: Europe, Lisbon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Aaron Dunn reveals 3 stock picks after the U.S. electionAaron Dunn of Morgan Stanley Investment Management discusses his stock picks within the healthcare, real estate and energy sectors.
Persons: Morgan Stanley's Aaron Dunn, Aaron Dunn, Morgan Organizations: Morgan Stanley Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs: Almost 90% of Chinese EV exports to Europe are foreign brandsTina Hou of Goldman Sachs discusses the impact of both U.S and Europe tariffs for Chinese electric vehicle OEMs and equipment supplier parts makers.
Persons: Goldman Sachs, Tina Hou Locations: Europe, U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChinese investors await more stimulus, major earnings for clarity: Portfolio SpecialistKen Wong, Asia Equity Portfolio Specialist of Eastspring Investments, says Chinese markets are closely watching government policies and major company earnings for a gauge on China’s economic sentiment.
Persons: Ken Wong Organizations: Eastspring Investments Locations: Asia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Simeon Gutman: Tariffs will prompt price adjustment in some sectorsSimeon Gutman, Morgan Stanley retail analyst, joins CNBC's 'The Exchange' to discuss how tariffs on China will impact American consumers, which categories are most prepared to shift production if necessary, and more.
Persons: Morgan Stanley's Simeon Gutman, Simeon Gutman, Morgan Stanley Locations: China
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlcoa CEO sees strong demand for aluminum in both near and long-termWilliam Oplinger, President and CEO of Alcoa, "welcomes the opportunity" to work with the incoming Trump administration and shares his outlook for aluminum prices.
Persons: William Oplinger Organizations: Alcoa, Trump
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPortfolio manager: Increasing allocations to China as we see 'deeper' long-term opportunitiesVikas Pershad of M&G Investments discusses the main takeaways from his trip to London and investor sentiment towards China. He also says that the recent pullback in India's stock market performance is a healthy correction.
Persons: Vikas Pershad Organizations: G Investments Locations: China, London
CNBC Markets Now: November 12, 2024
  + stars: | 2024-11-12 | 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 EmailCNBC Markets Now: November 12, 2024CNBC Markets Now provides a look at the day's market moves with commentary and analysis from Michael Santoli, CNBC Senior Markets Commentator.
Persons: Michael Santoli Organizations: CNBC
Opening Bell: November 12, 2024
  + stars: | 2024-11-12 | 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 EmailOpening Bell: November 12, 2024Watch the opening bell for the New York Stock Exchange and the Nasdaq from November 12, 2024
Organizations: New York Stock Exchange, Nasdaq
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Vital Knowledge's Adam Crisafulli and Wilmington Trust's Meghan ShueAdam Crisafulli, Vital Knowledge founder and Meghan Shue, Wilmington Trust head of investment strategy, join 'Closing Bell: Overtime' to discuss Big Tech trade, their market outlook and earnings.
Persons: Vital, Adam Crisafulli, Wilmington Trust's Meghan Shue Adam Crisafulli, Meghan Shue Organizations: Wilmington, Vital Knowledge, Wilmington Trust, Big Tech Locations: Wilmington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy tech could be a big beneficiary of a new Trump administrationKim Forrest, chief investment officer at Bokeh Capital Partners, joins CNBC's 'The Exchange' to discuss why tech could be a winner in a new Trump administration, problems she has with the current state of AI, and more.
Persons: Trump, Kim Forrest Organizations: Bokeh Capital Partners
Total: 25