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☆ Nikki Haley has 'no path' to the Republican nomination, former U.S. ambassador says
▼ + stars: | 2024-03-06 | 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 EmailNikki Haley has 'no path' to the Republican nomination, former U.S. ambassador saysLew Lukens, senior partner at Signum Global Advisors and former U.S. ambassador, says "this is Trump's nomination at this point."

Persons: Nikki Haley, Lew Lukens Organizations: Republican, Signum Global Advisors Locations: U.S

☆ Bitcoin could get as high as $150,000 this year, says Fundstrat's Tom Lee
▼ + stars: | 2024-02-21 | 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 EmailBitcoin could get as high as $150,000 this year, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk Box' to discuss the latest market trends, why he expects stocks to draw-down at some point in the first half, inflation outlook, state of bitcoin, and more.

Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors Locations: bitcoin

☆ Fundstrat's Tom Lee says the market is showing some signs of fatigue, urges investors to be 'patient'
▼ + stars: | 2024-02-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Lee anticipates a positive setup for markets over the next 12 months, but views some signs of market fatigue in the near term after rallying for the better part of the last 16 weeks. Some investors have turned slightly cautious in recent sessions following hotter-than-expected reports on consumer and producer prices in January. However, Lee views the print as a reflection of "difficult seasonals" as companies lift prices in January, and expects the narrative to reverse course in February. Given this setup, Lee is urging investors sitting on cash to consider slowly dip their toes into the market during periods of weakness and remain "patient." "Patient money is really the money that's been working the last few years," he said.

Persons: Tom Lee, Lee, that's Organizations: Fundstrat Global

☆ 'Patient money' is the money that's been working the last few years, says Fundstrat's Tom Lee
▼ + stars: | 2024-02-21 | 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 Email'Patient money' is the money that's been working the last few years, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk Box' to discuss the latest market trends, why he expects stocks to draw-down at some point in the first half, inflation outlook, state of bitcoin, and more.

Persons: that's, Tom Lee Tom Lee Organizations: Fundstrat Global Advisors Locations: bitcoin

☆ Middle East escalation fears spike as Houthis launch most damaging attack yet
▼ + stars: | 2024-02-20 | by ( Natasha Turak | ) www.cnbc.com time to read: +5 min

Houthi military spokesman Yahya Saree claimed the group's responsibility for the attack, calling it their most severe yet. The group claim to support Palestinian civilians amid Israel's retaliatory military campaign in the Gaza Strip. Simultaneously, fighting is raging between Israel and Hamas in the Gaza Strip with no sign of abating despite diplomatic efforts by a number of countries. INTERNATIONAL WATERS RED SEA, YEMEN - NOVEMBER 20: This handout screen grab captured from a video shows Yemen's Houthi fighters' takeover of the Galaxy Leader Cargo in the Red Sea coast off Hudaydah, on November 20, 2023 in the Red Sea, Yemen. EU foreign ministers called in a joint statement for an immediate humanitarian pause that would lead to a lasting cease-fire.

Persons: Mohammed Huwais, Yemen's, Yahya Saree, Saree, Charles Myers, CNBC's, Myers, Hungary —, Israel's, Benjamin Netanyahu, Israel, hasn't, Mohammed Abed Organizations: Hamas, Afp, Getty, U.S . Central Command, Global Advisors, SEA, Galaxy Leader Cargo, Handout, Security, Palestinian Locations: Israel, Sanaa, Gaza, Red, Belize, Gulf, Aden, Iranian, Yemen, U.S, Gulf Aden, Rafah, Gaza's, YEMEN, Red Sea, Lebanon, Iran, Beirut, Hungary

☆ Sand Hill’s Brenda Vingiello reacts to January’s CPI report
▼ + stars: | 2024-02-13 | 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 EmailSand Hill’s Brenda Vingiello reacts to January’s CPI reportBrenda Vingiello, Sand Hill Global Advisors CIO, joins CNBC's 'Squawk Box' to react to the latest CPI report and more.

Persons: Brenda Vingiello Locations: Sand

☆ Inflation's 'last mile' remains most difficult part of the walk, says State Street's Michael Arone
▼ + stars: | 2024-02-13 | 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's 'last mile' remains most difficult part of the walk, says State Street's Michael AroneCNBC's Bob Pisani interviews Michael Arone, chief ETF strategist at State Street Global Advisors, about the state of the exchange-traded fund industry, the debate over active versus passive strategies, and more.

Persons: Michael Arone, Bob Pisani Organizations: State Street Global Advisors

☆ CNBC Daily Open: No letup in tech layoffs
▼ + stars: | 2024-02-07 | by ( Sumathi Bala | ) www.cnbc.com time to read: +1 min

This 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. Stocks advanceU.S. stocks gained ground on Tuesday as Wall Street tried to rebound from the previous session. Like gold, silver prices tend to have an inverse relationship with interest rates. With expectations that the Federal Reserve could start cutting rates this year, silver may get a boost.

Persons: Dow, Bob Iger, Jason Hsu, Hsu Organizations: CNBC, Nasdaq, Federal Reserve, ESPN, Fox, Warner Bros, Disney, Rayliant Global Advisors Locations: Hong Kong

☆ CNBC Daily Open: Tech layoffs continue to hit
▼ + stars: | 2024-02-07 | by ( Sumathi Bala | ) www.cnbc.com time to read: +2 min

This 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. Stocks mostly upAsia markets largely rose on Wednesday tracking Wall Street's advance as investors digested corporate earnings. Like gold, silver prices tend to have an inverse relationship with interest rates. With expectations that the Federal Reserve could start cutting rates this year, silver may get a boost.

Persons: Dow, Arthur Laffer, Laffer, Bob Iger, Jason Hsu, Hsu Organizations: CNBC, DBS Group, Nasdaq, Federal Reserve, ESPN, Fox, Warner Bros, Disney, Rayliant Global Advisors Locations: Asia, Asia's, Hong Kong

☆ This global EV stock could double in price in 3 to 5 years, analyst says
▼ + stars: | 2024-02-07 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

But Jason Hsu, chairman and chief investment officer of Rayliant Global Advisors, believes that one stock will come out ahead. Hsu believes that as the EV market consolidates, BYD is "for sure going to emerge a winner." One potential curveball for the Chinese EV market is a U.S. decision to raise tariffs, which is reportedly under discussion . But Hsu believes that the markets have already priced in the possibility that those tariff hikes will be imposed. For global investors who want to buy BYD, its shares are listed on the Hong Kong exchange.

Persons: Tesla, Jason Hsu, CNBC's, Hsu, BYD, CNBC's Tanvir Gill, Evelyn Cheng Organizations: Rayliant Global Advisors, Toyota, Hong, BYD, China Clean Technology, China Growth Locations: That's Hong Kong, BYD, China, U.S, Europe, Hong Kong

☆ Fundstrat's Tom Lee: Stock market is getting stronger
▼ + stars: | 2024-02-02 | 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 EmailFundstrat's Tom Lee: Stock market is getting strongerTom Lee, Fundstrat Global Advisors managing partner, joins 'Closing Bell' to discuss the Fed decision and market reaction.

Persons: Tom Lee Organizations: Fundstrat Global Advisors

☆ China comes just shy of Japan as the world's largest car exporter
▼ + stars: | 2024-01-31 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +3 min

"In the first eleven months of 2023, auto shipments to Russia rose about six times that of 2022 in value terms." While he said it's still unclear exactly why Chinese cars are growing so quickly in Mexico, part of the reason is international automakers. Germany's Volkswagen was among the foreign car companies on track for their worst China market sales in years. Local vs. overseas marketsChinese car makers will likely increase their share of the domestic auto market to 75% by 2030, said Francoise Huang, senior economist at Allianz Trade. That would result in a nearly 40% drop in European car sales in China, she said.

Persons: Sarah Tan, Tan, Jorge Guajardo, Guajardo, it's, they've, BYD, Francoise Huang Organizations: Publishing, Getty, Ministry of Commerce, Moody's, D.C, Dentons Global Advisors, CNBC, Volkswagen, China, Allianz Trade, European Union Locations: LIANYUNGANG, CHINA, Lianyungang, Jiangsu province, China, BEIJING, Japan, Russia, Ukraine, Mexico, Belgium, Washington, U.S, Europe

☆ Busy Fed week, tech earnings could dictate the course of this rally, Fundstrat’s Tom Lee says
▼ + stars: | 2024-01-29 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +1 min

Investors are embarking on a hectic week with key tech companies reporting and a big Federal Reserve meeting – and it could shape the next steps for the stock market's rally, said Fundstrat's Tom Lee. The surge in Big Tech helped carry the S&P 500 to a fresh record – and its first close above 4,900. "We were penciling in 5,000 [on the S&P 500], and we could maybe go higher," he said. "I do think we continue to be strong, but then after that, there's a big air pocket," Lee added. His year-end target for the S&P 500 is 5,200.

Persons: Tom Lee, Lee, CNBC's Contessa Brewer Organizations: Research, Fundstrat Global Advisors, Investors, Reserve, Microsoft, Apple, Meta, Big Tech, Dow Jones

☆ A 12% retirement return assumption is 'absolutely nuts,' expert says. Here's a realistic rate to expect
▼ + stars: | 2024-01-19 | by ( Lorie Konish | ) www.cnbc.com time to read: +4 min

GlobalStock | Getty ImagesReturn assumptions as a lesson on compoundingThe point of the example was not to expect a 12% average rate of return on your money, Orman tells CNBC.com. Why 12% is an optimistic benchmarkThere's a reason that 12% tends to be used as a benchmark, according to Blanchett. How much retirement savers can expect to earnSo how much can you realistically expect to earn on your retirement investments? The first example with a 12% average rate of return is to illustrate the power of compounding. How your personal rate of return may varyTo be sure, no rates of return are guaranteed.

Persons: Orman, CNBC.com, Young, Roth, Ramsey, Blanchett, It's, " Blanchett, Brian Spinelli, Spinelli Organizations: IRA, Fidelity, Global, CNBC's Locations: Long Beach, Calif

☆ Iowa Caucus will reveal if Nikki Haley can be real threat to Donald Trump: Signum Global Advisors
▼ + stars: | 2024-01-15 | 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 EmailIowa Caucus will reveal if Nikki Haley can be real threat to Donald Trump: Signum Global AdvisorsLew Lukens, senior partner at Signum Global Advisors, discusses the U.S. Iowa Caucus, its impact on the upcoming elections, and what each candidate will need to do to appeal to voters.

Persons: Nikki Haley, Donald Trump, Lew Lukens Organizations: Iowa, Signum, Signum Global Advisors, U.S . Iowa Caucus

☆ Investors poured cash into these fixed income ETFs in 2023
▼ + stars: | 2024-01-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

The Federal Reserve's monetary policy set the tone for the fixed income world in 2023 – right down to which exchange traded funds investors picked to take advantage of higher interest rates. Bond yields have an inverse relationship to their prices, so that when prices decline, yields rise and vice versa. The Vanguard Long-Term Treasury ETF (VGLT) was another favorite of investors, with about $7.3 billion in net flows in 2023. Indeed, those strategies proved popular with investors in 2023, as the Vanguard Total Bond Market ETF (BND) and iShares Core U.S. Aggregate Bond ETF (AGG) were ETFs with the second and third highest net flows, per Morningstar.

Persons: It's, Paul Olmsted, Matthew Bartolini, Olmsted, Morningstar, –, it's, BND, AGG Organizations: Investors, Bloomberg Finance, State Street Global Advisors, Morningstar, SPDR, SPDR Americas Research, Street Global Advisors, State, Treasury Bond ETF, Bloomberg, SGOV, SEC, Treasury, Fed, Vanguard, Bond Market, Core, Aggregate Bond Locations: SPDR Americas, Central

☆ China investors will be asking these 3 questions in 2024
▼ + stars: | 2024-01-09 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +6 min

CHONGQING, CHINA - JANUARY 02: People visit the 2nd International Light and Shadow Art Festival at the Fine Arts Park on January 2, 2024 in Chongqing, China. For all the geopolitical risks, the attraction of China as a fast-growing market has waned as the economy matures. Many were disappointed when China's economy did not rebound as quickly as expected after the end of Covid-19 controls in December 2022. Real estate is a clear example of a debt-fueled sector, one that has accounted for about a quarter of China's economy. Machinery, electronics, transport equipment and batteries combined contributed to 17.2% of China's economy in 2020, Citi analysts said.

Persons: it's, Jason Hsu, They're, Liqian Ren, Goldman Sachs, Ding Wenjie, Ding Organizations: Fine Arts, Art, Getty, Visual China, U.S, Citi, People's Bank of, Rayliant, Rayliant Global Advisors, National Bureau, China Asset Management Co, CNBC, Machinery Locations: CHONGQING, CHINA, Chongqing, China, BEIJING, Covid, People's Bank of China, Beijing, WisdomTree

☆ After a banner 2023, the market faces a tough challenge for a repeat performance
▼ + stars: | 2024-01-02 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

Since 1928, the S & P 500 has finished up 20% or more about 36% of the time. Yes, 2022 was down about 19%, but the S & P has posted declines of 10% or more only 12% of the time since 1928. Could the S & P gain 20% again in 2024? That run from 1995 to 1999 was certainly epic, but that was the last time the S & P 500 saw back-to-back 20% gains. Regardless, with the S & P 500 closing the year at 4,769, a 20% gain next year would mean the S & P would hit 5,722.

Persons: Ben Carlson, Jessica Rabe, Nicholas Colas, Tom Lee, John Stoltzfus Organizations: Ritholtz Wealth Management, DataTrek Research, Fundstrat Global Advisors, Oppenheimer Asset Management

☆ Virgin Galactic shares plunge in premarket after Branson rules out further investment
▼ + stars: | 2023-12-04 | by ( Elliot Smith | ) www.cnbc.com time to read: +1 min

In this photo illustration, British billionaire Richard Branson is seen on a fragment of a Virgin Galactic Unity 22 Spaceflight Livestream Youtube video displayed on a smartphone with the Virgin Galactic logo in the background. Virgin Galactic shares plunged more than 14% in premarket trade on Monday, after British billionaire Richard Branson ruled out further investment in the company. ET, Virgin Galactic shares dropped 14.1% in out-of-hours trading. The group estimated that its current funding would carry it through to 2026, when Delta is scheduled to enter service. Virgin Investments remains the second-largest shareholder in Virgin Galactic, according to LSEG data, with a 7.69% holding, behind the 8.43% of State Street Global Advisors.

Persons: Richard Branson, Branson Organizations: Virgin Galactic, Financial, Virgin, Branson, Virgin Investments, Street Global Advisors Locations: Delta, Virgin

☆ Economy will see more impact from interest rate environment in 2024: Sand Hill's Brenda Vingiello
▼ + stars: | 2023-12-01 | 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 EmailEconomy will see more impact from interest rate environment in 2024: Sand Hill's Brenda VingielloBrenda Vingiello, Sand Hill Global Advisors CIO, joins 'Squawk Box' to discuss the latest market trends ahead of the first opening bell of December.

Persons: Sand, Brenda Vingiello Brenda Vingiello Locations: Sand

☆ Dovish conversation in next FOMC meeting will fuel the year-end rally, says Fundstrat's Lee
▼ + stars: | 2023-11-30 | 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 EmailDovish conversation in next FOMC meeting will fuel the year-end rally, says Fundstrat's LeeTom Lee, Fundstrat Global Advisors head of research, joins 'Squawk on the Street' to discuss his thoughts on the market's performance into year-end, the list of no-brainer stock buys, and the impact of rate cuts.

Persons: Fundstrat's Lee Tom Lee Organizations: Fundstrat Global Advisors

☆ Goldilocks meets Santa as global stocks power to best month in three years
▼ + stars: | 2023-11-30 | by ( Naomi Rovnick | ) www.reuters.com time to read: +5 min

MSCI's world stock index (.MIWO00000PUS) is set to close the month up around 9%, its best performance since November 2020, when markets cheered the arrival of COVID-19 vaccines. Global bond prices have soared, with an ICE BofA index of global investment-grade bonds in major markets set to return 3.4% in November, the best month on record going back to 1997. Global growth stocks in high-tech sectors are up 11% (.dMIWO0000GNUS) while value stocks, which are mainly in cyclical industries and offer high dividends, have gained 6.5% (.dMIWO0000VNUS). And a cloudier outlook for stocks suggests a divergence could open up between again between stocks and bonds. The broader global index is set to return 1.6% for the year.

Persons: Joshua Roberts, That's, bode, Altaf Kassam, Wall, We've, Guy Miller, Joost Van Leenders, Van Lanschot Kempen, Van Leenders, Kassam, Naomi Rovnick, Yoruk Bahceli, Dhara Ranasinghe, Christina Fincher Organizations: Federal Reserve, REUTERS, U.S . Federal Reserve, European Central Bank, State Street Global Advisors, Traders, Fed, Insurance Group, Equity, Reuters Graphics Reuters, Treasury, Thomson Locations: Washington , U.S, COVID, U.S

A State Street Global Advisors banner is hung outside the New York Stock Exchange (NYSE) in New York, U.S., March 8, 2021. REUTERS/Brendan McDermid/File Photo Acquire Licensing RightsBOSTON, Nov 29 (Reuters) - State Street's (STT.N) asset-management arm will give retail investors an option to fully back corporate boards as it brings online features to allow fund shareholders to control their proxy voting rights, executives said. The option comes as State Street and rivals move to devolve proxy voting powers to shareholders on matters like director elections or environmental, social and governance (ESG) issues. But even that policy directed some proxy votes to be cast against boards' recommendations on governance questions like executive pay or share structure, said Lori Heinel, global chief investment officer at State Street Global Advisors. State Street Global Advisors manages $3.7 trillion in all.

Persons: Brendan McDermid, Lori Heinel, let's, Ross Kerber, Stephen Coates Organizations: Global Advisors, New York Stock Exchange, REUTERS, Rights BOSTON, Street, Street Global Advisors, Services, ISS, Republican, Thomson Locations: New York, U.S

☆ Berkshire Hathaway vice chairman Charlie Munger dies at 99
▼ + stars: | 2023-11-28 | by ( ) www.reuters.com time to read: +12 min

Nov 28 (Reuters) - Charlie Munger, the longtime vice chairman and second-in-command to Warren Buffett at Berkshire Hathaway (BRKa.N), died on Tuesday morning at a California hospital. For stock-pickers like us to lose Charlie Munger, would be like if you’re a basketball fan and you lose Bill Russell. "I wouldn't think Berkshire will look much different, apart from Buffett no longer being able to share ideas with Munger. CATHERINE SEIFERT, VICE-PRESIDENT, CFRA RESEARCH, NEW YORK“Berkshire Hathaway shareholders are not going to be directly or negatively impacted from the passing of Charlie Munger. Therewass already a transition plan in place and there's a transition plan in place when Warren Buffett passes away.

Persons: Charlie Munger, Warren Buffett, Charlie, WHITNEY TILSON, BRIAN MOYNIHAN, Charlie Mungerwass, ” BURNS MCKINNEY, Bill Russell, ”, Berkshire Hathaway, ” PHIL ORLANDO, FEDERATED HERMES, BILL, Buffett, Munger, PHILLIP, —, STEVE SOSNICK, “, ” WIN MURRAY, DIAMOND, MARY JO, BILL SMEAD, Warren, ” “ Buffett, Todd Combs, Ted Weschler, ” PAUL LOUNTZIS, Greg Abel, I've, you'll, STEPHEN DODSON, hewass, ” PAUL NOLTE, FOR MURPHY, Warren Buffet, they've, QUINCY KROSBY, RICK MECKLER, CHERRY, NEW VERNON, Hewass, obviouslywass, DOUG KASS, ” THOMAS RUSSO, GARDNER RUSSO, QUINN, CATHERINE SEIFERT, he's, ” ANTHONY SAGLIMBENE, THOMAS HAYES Organizations: Berkshire Hathaway, COOK, APPLE, WHO, KASE, OF, FEDERATED, Berkshire, ” WIN, THE BRETTON, SAN, SYLVEST, NEW, Buffett, GREAT, Global Finance, Markets, Thomson Locations: California, Munger, Berkshire, American, DALLAS , TEXAS, GLENVIEW, CALIFORNIA, CONNECTICUT, DIAMOND HILL, COLUMBUS , OHIO, PHOENIX, ” “ Berkshire, , PENNSYLVANIA, ELMHURST, IL, CHARLOTTE, NC, CHERRY LANE, NEW JERSEY, LANCASTER , PENNSYLVANIA, Munger . Berkshire, TROY , MICHIGAN, GREAT HILL

☆ US homebuyers are waiting for the Fed to start cutting interest rates. Here's when 10 experts say it's going to happen.
▼ + stars: | 2023-11-24 | by ( Jacob Zinkula | ) www.businessinsider.com time to read: +6 min

Mortgage rates could decline if the Federal Reserve cuts interest rates next year. Here are 10 projections from experts on when the Fed's first rate cut will come. While these factors serve as deterrents for prospective buyers, interest rates may not stay this high forever. AdvertisementWhile declining interest rates wouldn't directly cause mortgage rates to fall, the two tend to move in the same direction. FebruaryIn August, Preston Caldwell, a Morningstar senior US economist, wrote in a note that he expected the Fed to start cutting interest rates in February.

Persons: —, Preston Caldwell, Arend Kapteyn, Bhanu Baweja, David Einhorn, Diane Swonk, Andrew Hollenhorst, Goldman Sachs, David Mericle, we'll, Simona Mocuta, Jeff Morton Organizations: Federal Reserve, Service, Federal, Morningstar, UBS, KPMG, Citi, Reuters, State Street Global Advisors, DWS Locations: North America's

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