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13 mentions found


☆ Stocks are up big this year. But top Wall Street strategists are warning that trouble is brewing under the surface of the market — threatening to sink it.
  + stars: | 2023-06-06 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Six months into 2023, the S&P 500 is having an impressive year, returning more than 11% so far since January. Only 44% of S&P 500 stocks are trading above their 200-day moving averages, according to LPL Financial. Technology and consumer are the only sectors up on the year, and even they are exhibiting narrow breadth," he said. Bank of AmericaOf course, market breadth could improve if the fundamental economic outlook improves along with investor sentiment. If the labor market stays sturdy, a stock market rally could become more sustainable.
Persons: David Rosenberg, Mike Wilson, Here's David Rosenberg, Bank of America Merrill Lynch, Marcelli, Morgan Stanley, Adam Turnquist, Jeffrey Buchbinder, LPL, Savita Subramanian Organizations: Apple, Microsoft, Nvidia, Meta, Bank of America, Rosenberg Research, North, UBS, NYSE, Technology, of America's Locations: North American, China
☆ Investors would be wise to heed these lessons from the 'retail apocalypse' as office values reset
  + stars: | 2023-05-14 | by ( Christina Cheddar Berk | ) www.cnbc.com   time to read: +7 min
Still, it is also true that a lot of disruption occurred in between the events that prompted the "apocalypse" chatter and the firmer ground where retail real estate stands today. Recalling how these events played out is helpful in understanding the situation facing U.S. office properties. For office buildings, the pandemic knocked things out of whack. The same idea is being discussed for office buildings, but one-size will not fit all. There may be no surprise that there has been a huge drop-off in the number of loans with office properties as collateral since March.
☆ Commercial real estate loan defaults will rise in a credit crunch but a crisis like 2008 is unlikely, says UBS
  + stars: | 2023-04-05 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +4 min
Defaults on commercial real estate loans will likely rise from a potential credit crunch, says UBS Global Wealth Management. Data from Trepp shows the delinquency rate for loans in the office market climbed in March. After the failures of Silicon Valley Bank and Signature Bank last month, investors searching for signs of further stress in the banking system are seeing problems brewing in the commercial real estate market. Roughly $5.4 trillion in CRE debt is outstanding, with $1.2 trillion set to mature this year and in 2024, said UBS, noting the figures exclude multifamily commercial real estate. The office segment among commercial real estatement sectors only represents about 15% of the total value of commercial real estate, she said.
☆ How to invest in the ChatGPT-driven AI boom: Credit Suisse shares 6 stocks they're labeling as "top picks" as their exposure to AI development opens them up to new revenue streams
  + stars: | 2023-03-05 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Badri's price 12-month price target for shares of Microsoft is $285. The analysts said that growing AI use cases will help Taiwan Semiconductor Manufacturing Company and their high performance computing business, which has already doubled since 2016. Credit Suisse's 12-month price target for the stock is $330, which is upside of 16%. Chou has a price target of NT$1,100 for the stock, meaning 13.5% upside. Both Taiwan Semiconductor Manufacturing Company and Baidu are traded on US exchanges, while Accton and Wiwynn are traded in Taiwan.
☆ Artificial intelligence is on the brink of an 'iPhone moment' and can boost the world economy by $15.7 trillion in 7 years, Bank of America says
  + stars: | 2023-03-01 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +3 min
Bank of America strategists predicted artificial intelligence will revolutionize everything as it teeters on its "iPhone moment." Bank of AmericaLarge language models like ChatGPT make massive amounts of information accessible to everyone, without high barrier to entry or required training. In addition, the exponential rate of technological development suggests that, within a decade, AI models could be a million times more powerful than they are today. Meanwhile, UBS is forecasting that the artificial intelligence hardware and services market will reach $90 billion by 2025. In 2020, it was worth about $36 billion, per IDC and Bloomberg Intelligence data.
☆ AI is set to boom into a $90 billion industry by 2025 as ChatGPT generates investment frenzy, UBS Wealth Management CIO says
  + stars: | 2023-02-28 | by ( Morgan Chittum | ) www.businessinsider.com   time to read: +3 min
UBS predicted that the artificial intelligence hardware and services market will hit $90 billion by 2025. "We think the early success for chatbots could drive attract more technology talent, and drive faster adoption by enterprises and governments," UBS said. "We think the early success for chatbots could drive attract more technology talent, and drive faster adoption by enterprises and governments," Marcelli added. The market forecast predicates itself on AI being a "horizontal technology," meaning that it has important use cases across various industries. Investors are taking advantage of the frenzy, with a boost in share price for certain companies that integrate or use AI.
☆ Morgan Stanley's stock chief says a signal that flashed before the 2000, 2008, and 2020 market crashes is once again glaring red — and that big declines are still ahead for the S&P 500
  + stars: | 2023-02-11 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Forward earnings growth is now negative, Morgan Stanley's Mike Wilson points out. In a February 6 note to clients, Morgan Stanley's Chief US Equity Strategist Mike Wilson reiterated his call that the S&P 500 hasn't seen a bottom yet. Wilson highlights this pattern in the chart below, showing forward EPS growth (yellow line) alongside S&P 500 price action (blue line). "History shows price downside is in front of us, not behind us," the chart's title reads. Morgan StanleyWilson said in December that he sees the S&P 500 bottoming between 3,000-3,300 in the first quarter before recovering to 3,900 later this year.
☆ Wall Street's biggest firms are warning their clients not to trust the stock market rally with trouble still on the way for the US economy and corporate earnings
  + stars: | 2023-02-07 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Stocks have responded positively, with the S&P 500 rising as much as 9.3% since the start of the year. "An improvement in US and global macro data has lifted the S&P 500 by 8% YTD and leads us to lift our 3-month S&P 500 target to 4000 (from 3600). Morgan StanleyMike Wilson, the bank's chief US equity strategist, has been warning of downside in the S&P 500 to fall for weeks now. In other words, this earnings recession is not priced, in our view." Wilson had the most accurate price target for the S&P 500 in 2022 among major Wall Street Strategists.
☆ Why all the big bank equity analysts think the market is going to drop
  + stars: | 2023-02-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
After a stellar start to 2023, many big bank analysts are skeptical that this rally can continue and urge investors to prepare for another leg lower. "We believe investors should fade the YTD rally as recession risks are merely postponed rather than diminished," wrote JPMorgan's Marko Kolanovic in a January note to clients. Meanwhile, Barclays' Venu Krishna wrote in a Monday note that equities have "jumped the gun." Several factors, including falling recession risks and a correction in the CBOE Volatility Index and other spreads, also support a long-due fade in the market rally, wrote Credit Suisse's Patrick Palfrey in a January note. "We continue to recommend that equity investors position defensively and be prepared for additional volatility ahead," she said.
☆ Here's how investors should play it safe for 3-6 months to set themselves up for a decade of strong performance, according to UBS
  + stars: | 2022-11-18 | by ( Marley Jay | Lisa Kailai Han | ) www.businessinsider.com   time to read: +4 min
UBS Global Wealth Management says the next few months will be rocky for stocks and bonds. In its 2023 outlook, UBS explained how to survive that period intact and prepare for better times. Several of the strongest forces dragging markets down will start to fade in 2023, so investors just need to hang on a little longer and wait them out, according to UBS Global Wealth Management. While this may make for a tough investing backdrop in the interim, markets should return to normal in the latter half of 2023, according to Global Wealth Management Investment Chief Mark Haefele. He says that the next decade should be a good one for diversified investors because stocks, bonds, and alternative assets have all fallen to inexpensive prices.
☆ This midterm election outcome is 'typically good for markets': What investors can expect
  + stars: | 2022-11-11 | by ( Lorie Konish | ) www.cnbc.com   time to read: +3 min
Election workers open mail in ballots at the Maricopa County Tabulation and Election Center in Phoenix on Nov. 11, 2022. "We still effectively have kind of a balanced government, which is actually something markets usually like," Egan said. "This is typically good for markets as it reduces policy and regulatory risk," she said. Keep in mind how little control any given set of politicians has over the stock market or the economy in general. What's more, if you take investment risk off the table in response to the results, you could miss out on the market's upside.
☆ Moldoveni nu mai vor să lucreze cu ziua. Pomicultorii, îngrijoraţi că roada ar putea să rămână neculeasă
  + stars: | 2021-06-01 | by ( Publika.Md - Aici Sunt Știrile | ) www.publika.md   time to read: +2 min
Pentru a culege roada la timp, ei au nevoie de sute de zilieri. Însă echipa noastră de filmare a găsit doar 20 de muncitori, veniţi din toate colţurile ţării. "La colectarea cireşilor în masă, avem nevoie de sute de muncitori, peste 500, 600 pe zi. La colectarea în masă noi achităm la kg, circa trei lei de kg", a spus pomicultorul.Angajatorul susţine că, din cauza lipsei forței de muncă, este nevoit să aducă lucrători de peste hotare. Zi de zi din Făleşti venim, nu avem de lucru în altă parte şi venim aici".
Persons: Soţii, Gheorghe Locations: Negreşti, Ocniţa, Comrat, Ungheni, Şoldăneşti, România, Rusia, Polonia
☆ Wall Street breaks down how to trade the 2020 election, from a Trump triumph to a Biden blue wave
  + stars: | 2020-07-14 | by ( Business Insider | ) www.businessinsider.com   time to read: +5 min
Whether or not you're ready, that moment has arrived in the form of the US presidential election. It's less than four months away, and Wall Street has already started turning its sights on what could transpire. Here are the 6 trades it recommends to profit from a Trump triumph — and 10 for a Biden blue wave. Read the full story: GOLDMAN SACHS: Wall Street is bracing for a historically wild stock market as the presidential election nears. Exclusive interviews with Gen Z day-traders throwing Wall Street for a loopReuters / Lucas JacksonA wave of retail investors has flooded the stock market with speculative bets and unexpected picks — and Wall Street is struggling to make sense of the trend.
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