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JPMorgan Chase is scheduled to report third-quarter earnings before the opening bell Friday. The biggest American bank has thrived in a rising rate environment, posting record net income figures since the Fed started hiking rates in 2022. Now, with the Fed cutting rates, there are questions as to how JPMorgan will navigate the change. Last month, JPMorgan dialed back expectations for 2025 net interest income and expenses, and analysts will want more details on those projections. Wells Fargo is scheduled to release results later Friday, while Bank of America , Goldman Sachs , Citigroup and Morgan Stanley report next week.
Persons: Chase Jamie Dimon, JPMorgan Chase, Jamie Dimon's, Wells Fargo, Goldman Sachs, Morgan Stanley Organizations: Chateau, JPMorgan, LSEG Revenue, Trading, American, Fed, KBW, Bank of America, Citigroup Locations: Versailles, Paris, Wells
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is on track to cut but the pace depends on labor market, says PGIM's Tom PorcelliTom Porcelli, PGIM Fixed Income chief U.S. economist, joins CNBC's 'The Exchange' to discuss outlooks on economic data, the state of the consumer, and more.
Persons: Tom Porcelli Tom Porcelli
After the latest blast of consumer inflation data, traders are facing a conundrum around how they should interpret the monthly numbers. September's consumer price index report topped the Street's expectations, rising 0.1% from the month prior and increasing at a pace of 2.4% over the past 12 months. Still, the annual inflation rate was the lowest since February 2021. Relative to expectations, September's CPI number does not imply a reacceleration of inflation. Rather, the rate of consumer inflation continues to slow, albeit at a more modest pace than some had hoped for.
Persons: Dow Jones, Nonfarm payrolls, Austan Goolsbee, Ron Insana Organizations: of Labor Statistics, Bureau of Labor Statistics, BLS, Social Security, Dow Jones, Federal Reserve Bank of Chicago, CNBC Locations: U.S
Dollar bulls suffer setback as traders add to Fed cut bets
  + stars: | 2024-10-11 | by ( ) www.cnbc.com   time to read: +3 min
The U.S. dollar fell from two-month highs hit overnight versus its major peers after signs of weakness in the labor market boosted the case for quicker Federal Reserve rate cuts. Bets for a quarter-point Fed rate cut on Nov. 7 increased to 83.3% from 80.3% a day earlier, with the remaining odds for policy to stay steady, according to the CME Group's FedWatch Tool. A week earlier, there was a 32.1% chance of a half-point reduction and 67.9% probability of a quarter-point cut. The dollar added 0.06% to 148.68 yen , inching back towards Thursday's high of 149.58 yen, a level previously not seen since Aug. 2. The Australian dollar held firm at $0.67395 after rebounding from its lowest since Sept. 16 at $0.6702 on Thursday.
Persons: Tapas Strickland, Austan Goolsbee, Raphael Bostic Organizations: U.S, Treasury, National Australia Bank, Fed, Chicago Fed, Atlanta Fed Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's still room for the Fed to make gradual cuts, says Fmr. Fed President Loretta MesterLoretta Mester, Former Cleveland Fed President, joins 'Closing Bell' to discuss her Fed outlook and getting to the neutral rate.
Persons: Fmr, Loretta Mester Loretta Mester Organizations: Fed, Former Cleveland Fed
Wells Fargo reported results before Friday's opening bell. WFC YTD mountain Wells Fargo YTD Shares of Wells Fargo surged 6% on the release to more than $61. Wells Fargo Why we own it : We bought Wells Fargo as a turnaround story under CEO Charlie Scharf. We come away from the call feeling good not only about Wells Fargo's setup for next year. A resurgence in Wall Street dealmaking — both mergers and acquisitions and initial public offerings — will benefit Wells Fargo.
Persons: Wells, Wells Fargo, That's, Charlie Scharf, He's, Scharf, Charles Scharf, we've, Morgan Stanley, NII, Jim Cramer's, Jim Cramer, Jim Organizations: Investors, Wells, Federal Reserve, Bank of America, Citigroup, buybacks, Management, CNBC Locations: LSEG, Wells, Wells Fargo, reinvest, U.S, NII
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI thinks there's a greater chance of the Fed pausing than the market does, says Doug ClintonDoug Clinton, Intelligent Alpha founder and CEO, joins 'Squawk Box' to discuss how his firm is using AI to determine investment strategies, what data goes into the AI model, avoiding human bias, and more.
Persons: Doug Clinton Doug Clinton Organizations: Intelligent Alpha
As a wedding planner, I've heard my fair share of questions some guests feel embarrassed to ask. If you already gave the couple a wedding gift, you don't need to bring another to the event. Here are answers to common ones I find wedding guests are too embarrassed to ask. AdvertisementCan I wear white to a wedding if I'm not the one getting married? You can wear white to a wedding, but it may not be worth it.
Persons: I've, , it's, you've, Ale_Koziura, I'm, Solange, Alan Ferguson's Organizations: Service
Garcia: Despite the Fed's rate cuts, Treasury yields are higher.
  + stars: | 2024-10-11 | 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 EmailGarcia: Despite the Fed's rate cuts, Treasury yields are higher. Courtney Garcia, Senior Wealth Advisor at Payne Capital Management, discusses the impact of interest rates on the market, emphasizing that despite the Fed's rate cuts, Treasury yields remain high, signaling a different narrative.
Persons: Garcia, Courtney Garcia Organizations: Payne Capital Management
Justin Sullivan | Getty Images News | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. "I am totally comfortable with skipping [rate cuts for] a meeting if the data suggests that's appropriate," Bostic told The Wall Street Journal in an interview Thursday. The data suggests so. But Bostic acknowledged it's important to see whether individual data points cohere into a larger pattern, or if they're just "janky," as Bostic put it.
Persons: Justin Sullivan, Raphael Bostic, Bostic, Joseph Brusuelas, Jeff Cox, Samantha Subin, Hakyung Kim Organizations: Getty, CNBC, Atlanta Federal Reserve, Wall Street, Federal, Market, RSM Locations: San Rafael , California
Gold drifts higher after data supports U.S. rate-cut bets
  + stars: | 2024-10-11 | by ( ) www.cnbc.com   time to read: +2 min
Gold prices climbed on Friday after recent data supported bets for a Federal Reserve interest rate cut next month, while market participants awaited the U.S. Producer Price Index report for further direction. Spot gold rose 0.5% to $2,641.70 per ounce by 0245 GMT but was down about 0.4% for the week. Data on Thursday showed that U.S. consumer prices rose slightly more than expected in September, while jobless claims increased to 258,000 in the week ended Oct. 5, versus estimates of 230,000. "Gold is seeing short-term gains as recent data has been positive. If the PPI data comes in softer, gold's momentum could continue upward," said Kelvin Wong, OANDA's senior market analyst for Asia Pacific.
Persons: Price, Kelvin Wong, OANDA's, CME's Organizations: Federal, PPI, Asia Locations: Tokyo, Japan, CME's FedWatch, Beirut
Another key US inflation gauge fell in September
  + stars: | 2024-10-11 | by ( Alicia Wallace | ) edition.cnn.com   time to read: +2 min
CNN —Inflation for US producers slowed further in September, adding to hopes that prices aren’t getting jacked up before they get to consumers. The annual rate is running faster than the 1.6% gain economists expected, according to FactSet estimates; however, August’s rate was revised higher from the initial 1.7% estimate, so prices still fell in September. PPI is important because it’s often seen as a bellwether for the price increases consumers will wind up paying down the line. On Thursday, the Consumer Price Index — a measurement of average price changes for commonly purchased goods and services — cooled to 2.4%, its lowest rate since February 2021. As a result, Fed officials have now shifted from trying to contain inflation to trying to keep the job market healthy, the other half of their so-called dual mandate.
Persons: Price, that’s Organizations: CNN, of Labor Statistics, PPI, Federal Reserve
Jim Cramer has been considering a potential investment in BlackRock, the world's largest asset manager, and we're now adding it to our Bullpen stocks-to-watch list. In addition to BlackRock, Club name Wells Fargo was among the companies that delivered strong results. Jim Cramer said Friday he knows the stock has run a lot, "but that doesn't mean it can't run more." 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, We've, Larry Fink, Fink, Wells Fargo, Morgan Stanley, It's, Jim, Wells, Jim Cramer's, Michael M Organizations: BlackRock, Management, CNBC, Global Infrastructure Partners, Federal Reserve, Club, New York Times, Santiago, Getty Locations: BlackRock, New York City
US stocks rose as September's wholesale price data showed cooling inflation. The producer price index was flat, and core PPI rose less than expected in September. AdvertisementUS stocks edged higher on Friday after Producer Price Index data for September came in lower than expected, signaling a continued cooling of wholesale inflation. The producer price index was flat month-over-month, below economist estimates of a 0.1% rise. Apart from earnings results, retail sales data, set to be released on October 17, is the next big data release for investors to watch.
Persons: Wells, , Price, David Russell, Russell, Jamie Dimon Organizations: PPI, JPMorgan, BlackRock, Service, Business, Federal Reserve, Bank of America, Here's Locations: Wells Fargo, BlackRock
European markets are heading for a positive open Thursday as investors await the latest U.S. inflation data for more signs that price pressures are easing. Economists polled by Dow Jones anticipate a 0.1% increase on a monthly basis, and a 2.3% advance over the prior 12 months. The result will also inform the Federal Reserve's next steps on policy at its November meeting. Fed funds futures trading data suggests a roughly 70% likelihood of a quarter-point cut, according to CME Group's FedWatch tool. U.S. stock futures were little changed Wednesday night, while Asia-Pacific markets opened mostly higher on Thursday, buoyed by gains on Wall Street on Wednesday.
Persons: Dow Jones Organizations: Federal, Dow Jones Locations: Asia, Pacific
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should be overweight equities versus fixed income, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief market strategist for Americas, joins 'Squawk box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, where investors can find opportunities right now, and more.
Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management
CNN —Prospective homebuyers waiting on the sidelines for a further drop in mortgage rates received unwelcome news on Thursday. The average rate on a standard, 30-year fixed mortgage was 6.32% in the week ending October 10, mortgage financing provider Freddie Mac said Thursday. It was the largest one-week increase in mortgage rates since April and the second straight week rates jumped higher after falling to a two-year low last month. Soon after, the average rate on a 30-year fixed mortgage fell to its lowest since September 2022 at 6.08%. The recent bounce in mortgage rates underscores the uneven path toward greater home affordability.
Persons: Freddie Mac, , Sam Khater, Freddie Mac’s Organizations: CNN, Fed
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Yardeni Research’s Ed Yardeni, NewEdge’s Cameron Dawson and Virtus’ Joe TerranovaYardeni Research’s Ed Yardeni, NewEdge’s Cameron Dawson and Virtus’ Joe Terranova, join 'Closing Bell' to discuss markets, what a slower Fed could mean for stocks and the economy.
Persons: Yardeni, Ed Yardeni, NewEdge’s Cameron Dawson, Virtus ’ Joe Terranova Yardeni Research’s Ed Yardeni, Virtus ’ Joe Terranova Organizations: Virtus ’
The U.S. dollar traded near a two-month peak against major peers on Thursday as markets grew more confident about a patient approach from the Federal Reserve to further monetary easing, even as a key inflation report loomed later in the day. The U.S. dollar traded near a two-month peak against major peers on Thursday as markets grew more confident about a patient approach from the Federal Reserve to further monetary easing, even as a key inflation report loomed later in the day. The euro languished near its lowest since Aug. 13, while against the yen, the dollar hovered close to its strongest level since Aug. 15. The dollar index was little changed at 102.86 as of 0024 GMT, sticking close to Wednesday's high of 102.93. The greenback eased 0.18% to 149.035 yen , but was not far from the overnight peak of 146.365.
Persons: Kyle Rodda, , Rodda, Mary Daly Organizations: U.S ., Federal Reserve, Reuters, U.S, CPI, Francisco Fed, Traders, New Locations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect a 3-handle on the Fed funds rate by the middle of next year, says Wharton's Jeremy SiegelJeremy Siegel, professor emeritus of finance at University of Pennsylvania’s Wharton School of Business and Wisdom Tree chief economist, joins 'Squawk Box' to discuss the state of the economy, what to expect from the September CPI data, impact on the Fed's inflation fight, and more.
Persons: Wharton's Jeremy Siegel Jeremy Siegel Organizations: University of Pennsylvania’s Wharton School of Business
Why investors shouldn’t sweat this inflation report
  + stars: | 2024-10-10 | by ( Fred Imbert | ) www.cnbc.com   time to read: +2 min
The latest inflation report came in slightly hotter than expected, knocking stock prices lower. But the odds of a quarter-point Fed rate cut in November actually rose after the report came out. "CPI Inflation data was slightly on the hotter side, with commodity prices (outside) energy rising more than expected. The good news is that shelter inflation is pulling back and that's going to pull inflation lower. Investors received fresh labor market data Thursday as well, with initial jobless claims jumping by 33,000 to 258,000.
Persons: Dow Jones, Sonu Varghese, Goldman Sachs, Whitney Watson, Ian Lyngen, Stephen Tusa Organizations: CPI, Reserve, Carson, Investors, BMO Capital Markets, JPMorgan, Honeywell
Indexes slipped Thursday as investors priced in a higher-than-expected inflation reading. The data raises the possibility of a "no landing" scenario for the US economy. AdvertisementStocks fell on Thursday from records reached in the previous session, as traders took in a sticky inflation reading for September. September consumer price index data released on Thursday showed inflation rose 2.4% year-over-year, slightly above consensus forecasts of a 2.3% rise. AdvertisementThe core CPI reading, which excludes more volatile food and energy costs, was up 3.3% year-over-year and just above forecasts of 3.2%.
Persons: , Stocks, Hurricane Milton, Jamie Dimon, Buffett Organizations: Traders, Service, Dow Jones, Nasdaq, Dow, CPI, Federal Reserve, Bank of America, Investors, Labor Department, Here's, Insurance Locations: Hurricane
A big jump in retail spending would be the next data point indicating a "no landing" of the economy. A no-landing scenario occurs when strong economic growth fuels inflation and hinders rate cuts. Bank of America analysts expect September retail sales data, set for release on October 17, to show a 0.8% surge. "Monthly retail sales data can be volatile. If retail sales accelerate considerably, in our view, the narrative may shift further toward 'no landing' or even re-acceleration," they said.
Persons: , Helene Organizations: Service, Bank of America, Bloomberg, Federal Reserve, Bank, America
Pleydell-Bouverie: Neutral policy with 25-point cuts ahead.
  + stars: | 2024-10-10 | 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 EmailPleydell-Bouverie: Neutral policy with 25-point cuts ahead. Clare Pleydell-Bouverie, Fund Manager at Liontrust, expects modest Fed rate cuts as inflation cools and emphasizes Tesla's Robotaxi event as a key catalyst for the company's future in autonomous driving.
Persons: Clare Pleydell
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed will cut rates by 100 basis points this year, says IBM's Gary CohnGary Cohn, IBM vice chair, joins 'Money Movers' to discuss how investors should feel about inflation, what the Federal Reserve should do, and how Cohn would prefer the last mile of inflation be wiped away.
Persons: Gary Cohn Gary Cohn, Cohn Organizations: IBM, Federal
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