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☆ We're shifting our industrial exposure by paring one stock to buy more of another
▼ + stars: | 2023-11-28 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

We are shifting our industrial exposure Tuesday afternoon by selling Emerson Electric on its slight gain and buying Eaton on today's dip. Historically when the market is overbought, we are hesitant about putting new money to work because an overbought market suggests the market has run up too far too fast and needs to digest gains. But selling one stock to buy another else keeps us cash neutral. We realize a loss of about 8% on Emerson stock purchased in December 2022. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer, Eaton, Emerson, Jim Cramer's, Jim, Spencer Platt Organizations: Emerson Electric, ETN, Emerson, CNBC, Traders, New York Stock Exchange, Getty Locations: Eaton, Eaton's, New York City

(This is CNBC Pro's live coverage of Tuesday's analyst calls and Wall Street chatter. Meanwhile, Deutsche Bank downgraded Peloton to hold from buy, slashing its price target on the stock. ET: Deutsche Bank downgrades Peloton on challenging near-term outlook Deutsche Bank analyst Lee Horowitz downgraded Peloton to hold from buy Tuesday, slashing their price target to $4 from $13 per share. Rats gave a €71.0, or $75.84, price target on the stock, implying shares could jump 14%. Ralph Lauren (price target: $130, pointing to 13% upside): The analyst noted Ralph Lauren's "consistent execution" should allow the stock to hold its premium valuation relative to peers.

Persons: Vivek Arya, Arya, — Pia Singh, Lee Horowitz, Horowitz, Peloton's, Morgan Stanley Morgan Stanley, Martijn Rats, Steven Shemesh, Shemesh, Lowe's, Ralph Lauren, Michael Binetti, Binetti, Ralph Lauren —, TJX, Ralph Lauren's, Fred Imbert Organizations: CNBC, ISI, Nike, Deutsche Bank, RBC Capital Markets, Semiconductor, EV, BofA Bank of America, Carbide, Silicon Carbide, TAM, Depot, PCE, TJX, Athletic Locations: France

☆ Premarket stocks: How Goldman Sachs is navigating a more turbulent world
▼ + stars: | 2023-11-06 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +11 min

Jared Cohen: If you reflect back on most of the last 20 years, the geopolitical center of gravity has been in the Middle East. But there’s a paradigmatic shift where the geopolitical center of gravity has moved from the Middle East to Washington and Beijing. That’s before you get into other factors like the war in Europe, now, the war in the Middle East and a variety of other things. I don’t think that’s the case. Leaders in the Middle East have a big vision of their role in the world.

Persons: Goldman Sachs, won’t, Goldman, Bell, Jared Cohen, Cohen, they’re, They’ve, it’s, They’re, Bill Ackman, ”, Ackman, Claudine Gay, “, Lawrence Summers, Clinton, ” Summers, Chris Isidore, Shawn Fain Organizations: CNN Business, Bell, New York CNN, Goldman Sachs Global Institute, Applied Innovation, Global Affairs, Google, Harvard, Harvard University, Israel, Pershing Square Capital Management, “ Harvard, Civil, CNN, UAW, United Auto Workers, General Motors, Ford Locations: New York, China, Europe, East, Washington, Beijing, Taiwan, South China, Israel

☆ The World Is Becoming More African
▼ + stars: | 2023-10-28 | by ( Declan Walsh | Hannah Reyes Morales | ) www.nytimes.com time to read: +37 min

Old World Young Africa As the world grays, Africa blooms with youth. The World Is Becoming More African Part one of a series on how the youth boom is changing the continent, and beyond. But while a handful of African countries are poised to ride the demographic wave, others risk being swamped by it. In the West, racists and right-wing nationalists stoke fears of African population growth to justify hatred, or even violence. The age gap between geriatric leaders and restless youth is “a major source of tension” in many African countries, said Simon Mulongo, a former African Union diplomat from Uganda.

Persons: Lauren Leatherby, ”, Jean, Patrick Niambé, Hilton, Edward Paice, “, Keziah Keya, Keya, Paul R, Ehrlich, stoke, Lauren Leatherby “, Carlos Lopes, Burna, Weeks, “ It’s, Laolu Senbanjo, Tems, Toulaye Sy, Pritzker, Abdulrazak Gurnah, “ Africa’s, ” Long, exotica, Mulendema, Hannah O’Leary, “ We’re, Sipho Dlamini, Dlamini, Moawad, Optimists, Mo Ibrahim, Aubrey Hruby, birthrates, India’s, China’s, Akinwumi Adesina, States —, William Ruto, Paul Biya of, Biya, Wole Soyinka, Paul Kagame of, Nourdine, Nigeriens, Awade, Ali Bongo Ondimba, Simon Mulongo, Nuha Abdelgadir, Abdelgadir, gesturing, “ We’ve, ” Weeks, Abdelgadir’s, Modu Ali, Young, Saidu, Habiba Mohammed, Ms, Ha, Joon Chang, Nobody, Chang, Ibrahim, Touré Organizations: Young, United Nations, Southern, Northern, Western Asia Northern, United, Ivory Coast, African Union, Group, European Union ., Suisse, Africa Research Institute, Nigeria Mozambique Kenya “, Russia Canada Germany United, Russia Canada Germany United States Japan China Iran Egypt India Mexico Nigeria Ethiopia Ethiopia Dem, Russia Germany, China Egypt India Nigeria D.R.C, Russia Canada Germany United States Japan China Iran Egypt India Mexico Nigeria Ethiopia Dem, Bank, Nations, International, Bryn Mawr College, Angola, Angola Ivory Coast, Angola Ivory Coast Cameroon Dem, Africa Middle Africa Southern, Economic Commission, New, Citi, Spotify, Cannes Film, Burkina Faso, UNESCO, Disney, Amazon Prime, Netflix, “, Apple, Cape Town, Microsoft, Google, Infrastructure, McKinsey & Company, Pew Research Center, African Development Bank, Greek Coast Guard, Saudi, Africa Climate, Young Voters, Freedom House, University of Denver, United Arab, Japan Cuba Vatican City, Netherlands South Korea Belgium U.A.E, Islamic, Global, Center for Girls Education, School of Oriental, Studies Locations: grays, Africa, India, China, United States, Southern Asia, Asia, America, Caribbean, Northern America, Western Asia, Western Asia Northern America, Europe, London, New York, West Africa, Ivory, Abidjan, Russia, Turkey, Gulf, Nairobi, Nigeria Mozambique Kenya, Italy, Japan, Russia Canada Germany United States Japan China Iran Egypt India Mexico Nigeria Ethiopia Ethiopia, Congo Indonesia Brazil Australia South Africa Argentina, Russia Germany U.S, China Egypt India Nigeria, Brazil South Africa Australia, Russia Canada Germany United States Japan China Iran Egypt India Mexico Nigeria, Nigeria, Africa’s, Young, South Africa, Somalia, Mozambique, Mali, Gabon, Niger, Mozambique Nigeria Kenya, Kenya, Pennsylvania, Angola Ivory, Angola Ivory Coast Cameroon, Congo Algeria Egypt, Ghana Kenya Madagascar Mozambique Niger Nigeria, Tanzania Uganda South Africa, Northern Africa Eastern Africa, Africa Middle Africa, Africa Middle Africa Southern Africa, Guinea, Bissau, African, Qatar, Nigerian, Brooklyn, Target, French, Senegalese, Paris, Milan, Venice, Burkina, Tanzania, Saharan Africa, Nigeria Kenya Senegal In Lagos, Dakar, Zambia, South Korea, Sotheby’s, Lagos, Zimbabwe, Watford, Cape, Mombasa, Zanzibar, Cairo, Morocco, East Africa, Nigeria Mozambique Morocco, Sudanese, North Africa, East Asia, Thailand, Rwanda, Ivory Coast, States, Namibia, Kenyan, Paul Biya of Cameroon, Paul Kagame of Rwanda, United Arab Emirates, United States France Turkey, Germany, Russia India, Brazil, Japan Cuba, Japan Cuba Vatican City Spain Italy Saudi Arabia Qatar, Netherlands South Korea Belgium, Iran Canada, Niger’s, Niamey, Senegal Kenya Kenya, X’s, Tunisia, Egypt, Libya, Senegal, Uganda, Khartoum, Sudan, Ethiopia, Al Qaeda, Islamic State, Chad, Burkina Faso, Nigeria Nigeria Morocco, hijabs, Zaria, American, Korea, South, England

☆ Here's a rapid-fire update on all 36 stocks in our portfolio, including our latest addition
▼ + stars: | 2023-10-11 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +16 min

Here's a rapid-fire update on all stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. After reducing expenses to improve margins on its retail business, Jim said it's on the right track. Costco Wholesale (COST): Costco remains one of Jim's favorite stocks in the entire our entire portfolio. Ford Motor (F): Jim expressed confidence in Ford CEO Jim Farley, as the targeted United Auto Workers strike approaches the one-month mark. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Jim, there's, it's, Bausch, we're, We've, Coterra, Dupont, We're, Nelson Peltz, Peltz, Estee Lauder, Patience, Fabrizio Freda, Emerson, Jim Farley, Ford, Locker, Mary Dillon, GEHC, Vimal Kapur, Bruce Broussard, Broussard, he's, Eli Lilly, Lilly, Mark Zuckerberg, Morgan Stanley, Morgan Stanley's, James Gorman, Laxman Narasimhan, Elliott, Stanley Black, Decker, Piper, Wells Fargo, Wells, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Federal Trade, Broadcom, VMWare, Bausch Health, Caterpillar, Costco Wholesale, Costco, Coterra Energy, Exxon Mobil, Natural Resources, Disney, ESPN, Hulu, Comcast, Emerson, National Instruments, Ford, United Auto Workers, Nike, GE Healthcare, Electric, GE, Honeywell International, Honeywell, Humana, Linde, LIN, Microsoft, Nvidia, Oracle, Alto Networks, cyberattacks, Palo Alto Networks, Procter & Gamble, Pioneer, Exxon, Constellation Brands, Elliott Management, FactSet, TJX, Marshalls, Wynn Resorts, WYNN, Jim Cramer's Charitable Locations: China, U.S, Maxx, Las Vegas, Boston, Macau, Asia

☆ Jim Cramer says investors betting against Honeywell have it all wrong. Here's why
▼ + stars: | 2023-10-10 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +2 min

Honeywell International Inc. signage is displayed on a monitor on the floor of the New York Stock Exchange (NYSE) in New York. CNBC's Jim Cramer on Tuesday cheered Honeywell International 's (HON) guidance affirmation, which came alongside an announcement that the industrial conglomerate would be restructuring its business. People feel it's lost its way," Cramer said on "Squawk on the Street." Honeywell's stock has declined roughly 13% year to date, underperforming the overall S&P 500 and the industrials sector. Correction: This story has been updated to reflect the correct spelling of Honeywell CEO Vimal Kapur's last name.

Persons: Vimal Kapur, Cramer, CNBC's Jim Cramer, it's, You've, Jim Cramer's, Kapur, Darius Adamczyk, Vimal Kapur's Organizations: Honeywell, Inc, New York Stock Exchange, Cramer's Charitable Trust, CNBC, Club, Emerson Electric, Caterpillar Locations: New York, Cramer's

☆ A fund manager at a $250 billion firm that aims to capture megatrends shares the top 10 stocks pulled from its 12 strategies
▼ + stars: | 2023-09-23 | by ( Laila Maidan | ) www.businessinsider.com time to read: +6 min

Gertjan van der Geer, a senior investment manager at the firm, describes megatrends as large social, economic, political, environmental, or technological transformations that significantly impact the economy, society, cultures, or businesses. Additionally, five criteria must be met before Pictet creates a thematic fund, van der Geer said. When it comes down to picking the right basket of stocks, van der Geer noted that a company's fundamentals are key. And there are a few things that we are looking for in these companies," van der Geer said. And one of the key ways to improve our CO2 footprint globally is to reduce the unnecessary pollution," van der Geer said.

Persons: they're, Gertjan van der Geer, Pictet, van der Geer, It's, Van der Geer Organizations: Microsoft, Apple, Pictet, Management, Premium Brands, Security, Health, Schneider, Clean Energy, Nordisk, Asml, Roper Technologies, Kla Corp, Republic Services Locations: megatrends

☆ Buy the dip on this technology stock for nearly 24% upside, Morgan Stanley says
▼ + stars: | 2023-09-15 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Morgan Stanley recommends buying the dip on Keysight Technologies ' stock thanks to a cheap valuation. The firm upgraded the technology stock to overweight from equal weight in a Friday note, with a $165 per share price target. Keysight stock has slipped more than 22% from the start of the year, however, with about 19% of the stock's decline occurring in the last three months. KEYS YTD mountain Keysight Technologies stock has slipped more than 22% from the start of the year. But analyst Meta Marshall thinks the downturn in Keysight stock represents a buying opportunity for investors, driven by its potential for double-digit earnings and "defensive nature."

Persons: Morgan Stanley, Morgan Stanley's, Meta Marshall, Marshall, — CNBC's Michael Bloom Organizations: Technologies, Keysight Technologies

☆ UBS lays out the best names to play the $2 trillion clean energy transition
▼ + stars: | 2023-09-12 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

A tidal shift in corporate support for decarbonization pared with government funding for the energy transition has created a secular growth cycle that can exceed $2 trillion, according to UBS. Second-quarter earnings reports showed a "clear divergence" in whether and how companies would be helped by the approximately $600 billion in government benefits in support of the green energy transition, analyst Shneur Gershuni told clients. Following the latest corporate earnings season, Gershuni updated his list of stocks that investors can use to play the energy transition capital expenditure cycle. Here are 10 that made the most updated list, including all of his new additions: Sempra's addition came after announcements showing it was upping exposure to the energy transition, Gershuni said. Despite falling around 19% this year, the average analyst sees an upside of more than 32% ahead, according to LSEG.

Persons: Shneur Gershuni, Gershuni, Eaton, Goldman Sachs, Carly Davenport, — CNBC's Michael Bloom Organizations: UBS, DTE Energy, SPX Technologies, FTC, Eaton Corporation, LSEG, NextEra Energy Locations: Sempra

☆ Opinion | The American Renaissance Is Already at Hand
▼ + stars: | 2023-09-07 | by ( David Brooks | ) www.nytimes.com time to read: +2 min

A forecast from Bloomberg Economics now projects that the size of the Chinese economy will not successfully surpass the size of the American economy — despite its vastly greater population. But the core problems are endemic to the regime: Centralized authoritarian control is incompatible with a wide-open, innovative, free-flowing modern economy. Open information flow is crucial to any nation; when the state suppresses information unflattering to the regime, then everything is bound to sink into mediocrity. Since late 2021, investment in the construction of manufacturing facilities has more than doubled. Chips, electric vehicles, renewable energy sources and batteries are being manufactured in places like Michigan, Kentucky, Minnesota and Arizona.

Organizations: Bloomberg Economics, . Locations: China, America, Midwest, Michigan , Kentucky, Minnesota, Arizona

☆ JPMorgan executive explains why decarbonization is a megatrend that business can't ignore
▼ + stars: | 2023-08-22 | by ( Catherine Clifford | In Catclifford | ) www.cnbc.com time to read: +9 min

"It doesn't matter whether you're an energy client, or a consumer products client, or a retail client, there is something about this megatrend that is going to impact your business model, your business," Variankaval told CNBC. Right now, Variankaval says, it's too soon to know exactly which climate tech companies are going to the winners and losers. It's a multi decade-long process," Variankaval told CNBC. In some segments of climate tech, there are debates about which solutions are better than others that take on a near religious fervor. So you need to diversify in terms of technologies, but also in time horizons," Variankaval told CNBC.

Persons: Rama Variankaval, decarbonization, Variankaval, Megatrend, —, Joe Biden, Sen, Joe Manchin, Chuck Schumer, James Clyburn, Frank Pallone, Kathy Catsor, Drew Angerer, Biden, signe, It's, it's, That's, We're Organizations: JP Morgan Securities LLC, Aspen, Bloomberg, Getty, JPMorgan Chase, CNBC, JPMorgan, United Nations, Carbon, SC, White, Federal Reserve Locations: Miami Beach , Florida, Paris, decarbonization, United

☆ TSMC shares fall 3.3% after it cuts revenue outlook, delays production
▼ + stars: | 2023-07-21 | by ( ) www.reuters.com time to read: +2 min

Taiwan Semiconductor Manufacturing Co Ltd's shares closed down 3.28% on Friday, versus a 0.78% loss for the broader index (.TWII). While the company's declining revenue and profit were disappointing, its long-term growth prospects remain encouraging," Brady Wang, associate director at Counterpoint Research, said. "Despite facing macroeconomic headwinds, TSMC's long-term outlook remains robust, supported by megatrends like 5G and high-performance computing (HPC)." Other analysts were also upbeat on TSMC, thanks in part to strong demand for artificial intelligence (AI), which currently contributes around 6% of revenue. "We expect a solid 2024 onward outlook on the back of its leading position in AI chip manufacturing," Citi Research analysts said in a note.

Persons: TSMC, Brady Wang, Goldman Sachs, Yimou Lee, Sarah Wu, Anne Marie Roantree, Navaratnam, Kim Coghill Organizations: Taiwan Semiconductor Manufacturing, Counterpoint Research, Citi Research, Thomson Locations: TAIPEI, Arizona, 4Q23

☆ TSMC shares fall more than 3% after it cuts revenue outlook
▼ + stars: | 2023-07-21 | by ( ) www.reuters.com time to read: +2 min

In early trade, Taiwan Semiconductor Manufacturing Co Ltd's shares underperformed a 1.65% fall in the broader index (.TWII). While the company's declining revenue and profit were disappointing, its long-term growth prospects remain encouraging," Brady Wang, associate director at Counterpoint Research, said. "Despite facing macroeconomic headwinds, TSMC's long-term outlook remains robust, supported by megatrends like 5G and high-performance computing (HPC)." Other analysts were also upbeat on TSMC, thanks in part to strong demand for artificial intelligence (AI), which currently contributes around 6% of revenue. "We expect a solid 2024 onward outlook on the back of its leading position in AI chip manufacturing," Citi Research analysts said in a note.

Persons: TSMC, Brady Wang, Goldman Sachs, Yimou Lee, Sarah Wu, Anne Marie Roantree Organizations: Taiwan Semiconductor Manufacturing, Counterpoint Research, Citi Research, Thomson Locations: TAIPEI, Arizona, 4Q23

☆ Here are Friday's biggest analyst calls: Apple, Nvidia, AT&T, Tesla, Disney, Amazon, Microsoft & more
▼ + stars: | 2023-07-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

JPMorgan downgrades AT & T to neutral from overweight JPMorgan downgraded the telecommunications due to "slowing growth drivers." Wells Fargo downgrades Progressive to equal weight from overweight Wells said it has concerns about the insurance company gaining share. UBS upgrades Microsoft to buy from neutral UBS said in its upgrade of the stock that shares are too attractive to ignore. Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating after the company's Prime Day. JPMorgan reiterates Apple as overweight JPMorgan said recent checks show that Apple has "strong market share" in a variety of markets.

Persons: LOE, Wells, it's, Tesla, Morgan Stanley, Goldman Sachs, Goldman, Raymond James, Robert Iger, Mills, Argus Organizations: HSBC, Pfizer, ADC, JPMorgan downgrades, Verizon, Mobile, Consumer, JPMorgan, Alcoa, UBS, Microsoft, Citi, Applied Materials Citi, Bank of America, Texas Roadhouse Citi, Texas, Barclays, Apple, Sands, Macau, Northland, Nvidia, Pulte, KB, Disney, CNBC, DIS, Argus, TNT, Tidewater Locations: Wells Fargo, China, Northland

☆ Here are Friday's biggest analyst calls: Amazon, VF Corp, Deere, Netflix, Rivian, Nvidia & more
▼ + stars: | 2023-04-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating on the stock. "Our Buy rating is based on: 1) positive feedback from our proprietary Sleep survey that points to healthy underlying US volumes, 2) lingering pent-up demand due to US staffing shortages." William Blair reiterates Charles Schwab as outperform William Blair said it's standing by its outperform rating on the stock heading into earnings next week. Barclays reiterates Disney as equal weight Barclays said it sees slowing streaming growth heading into Disney earnings in early May. " Stifel reiterates Microsoft as buy Stifel said it's standing by its buy rating on Microsoft heading into earnings later this month.

☆ Sustainability Is the Focus of Building Refurbishment
▼ + stars: | 2023-04-13 | by ( Sponsor Post | Created Insider Studios With Kone | ) www.businessinsider.com time to read: +7 min

Both are mostly high-rise communities, growing fast and densely populated, but they represent two very different realities from a climate and sustainability perspective. One way is to focus on modernizing the buildings we already have, to create neighborhoods that adapt to the individual needs of residents. In a climate-aware, post-COVID-19 world, with an aging and tech-savvy population, the focus is now on the needs of connected micro-communities within livable cities." Data, including information from KONE elevators, can provide insights into people's movement in cities, and their changing behavior and needs. Kone"Modernizing an elevator, in an existing building, means we can reduce energy consumption by up to 70%, and a KONE elevator today is up to 90% more energy-efficient than its 1990s counterpart.

☆ Top Wall Street analysts pick these five stocks for the long term
▼ + stars: | 2023-03-19 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +7 min

Given the ongoing uncertainty, turning to stock market experts to pick attractive stocks for the long term could be a good decision. Allegro expects to flourish in these two key markets and to deliver low-double-digit percentage revenue growth from fiscal 2023 to 2028. CrowdStrike's adjusted earnings per share for the fourth quarter of fiscal 2023 (ended Jan. 31) increased 57%, fueled by revenue growth of 48%. The company's adjusted EPS grew 8% and came ahead of Wall Street's expectations, while revenue growth of 18% fell short of estimates. Nonetheless, Oracle is optimistic about the solid potential of its cloud business, which delivered 45% revenue growth in the fiscal third quarter.

☆ 'Our phones are ringing off the hook': Amid a global downturn, the finance world is chasing Middle Eastern money
▼ + stars: | 2023-03-09 | by ( Natasha Turak | ) www.cnbc.com time to read: +5 min

The region's 10 largest sovereign wealth funds combined manage nearly $4 trillion, according to the Sovereign Wealth Fund Institute. The regional investors, especially the sovereign funds but also the families, are now much more sophisticated than before. Follow the capitalAs oil prices made a roaring comeback in the last two years, the Gulf's public wealth funds went on a spending spree. It added that GCC sovereign wealth funds "played an important role in 2020 during the Covid-19 pandemic and now again in 2022 during times of financial distress." Our phones are ringing off the hook," one manager from a UAE investment fund said, declining to be named due to professional restrictions.

☆ Josh Brown buys Oracle on Uber deal, says 2023 could be the stock’s ‘coming out party’
▼ + stars: | 2023-02-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

Ritholtz Wealth Management CEO Josh Brown snapped up Oracle shares Tuesday morning, following the tech company's announcement of its partnership with Uber. On Monday, Oracle said it entered into a seven-year strategic cloud partnership with Uber to accelerate the ride-sharing platform's innovation and help deliver new products. It's a name that Brown said has been lost in the shuffle, adding this could be the year of its "coming out party." "This has been a very boring company that I have ignored for a decade," Brown said on CNBC's " Halftime Report ." The fact that Uber selected Oracle over Amazon Web Services, which powers Lyft , and over big player Microsoft is impressive, Brown said.

☆ Nearly 2,000 CEOs think their companies won't be able to make money in 10 years, survey says
▼ + stars: | 2023-02-04 | by ( Natasha Piñon | ) www.cnbc.com time to read: +2 min

That's almost 40% of the total number of CEOs surveyed across 105 countries for PwC's annual global CEO survey. More than half of the CEOs surveyed cited shifts in consumer demand, regulatory changes and labor shortages as challenges to their profitability over the next 10 years. And despite the concerns, most of the company leaders surveyed — 60% — aren't planning any layoffs, at least over the next 12 months. However, the report's prescription for worried CEOs may not bode particularly well for some workers. The surveyed CEOs said they want to make such bold decisions but aren't currently prioritizing them.

☆ Inflation was 2022's big theme. These could be next year's megatrends
▼ + stars: | 2022-12-26 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

This year, markets have been ruled by hot inflation, with investors flocking to stocks that benefit from rising prices. "The surge in inflation has been a dominant—if not the dominant—financial market theme of 2022," said Wells Fargo in a note, noting that global consumer inflation accelerated to multi-decade highs. "Globally, we see inflation peaking in 4Q this year, with disinflation driving the narrative next year," said Morgan Stanley in its 2023 Global Economics Outlook report. Wells Fargo expects global consumer price index inflation to "slow meaningfully" to 5.2% in 2023 from a projected 7.2% this year. But Europe, including the U.K., could be the exception — the bank expects that the effects of rapid inflation and rising rates there will "linger for some time."

☆ Inflation is getting less hot - and the best-case scenario for stocks just played out.
▼ + stars: | 2022-11-11 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

The stock market just had its best day of the year. We can chalk that up to the Thursday morning inflation data that showed prices cooled faster than expected in October. Specialist trader Chris Malloy (C) gives a price to traders on the floor of the New York Stock Exchange, October 18, 2013. As far as a single day is concerned, yesterday looked like a perfect storm for the stock market. Does the latest inflation report change your outlook on the economy or predictions for what the Fed will do next?

☆ These 3 'megatrends' will help investors get the income they need and profit from inflation, according to investing giant Franklin Templeton
▼ + stars: | 2022-11-10 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Private real estateThanh Bui, a portfolio manager at Franklin Templeton's private real estate investment unit Clarion Partners, said that it's becoming easier for retail investors to get access to high-quality private real estate. She says the space generally does well when inflation is high, and that private real estate is an effective portfolio diversifier not strongly correlated to stocks, bonds, or public real estate companies. Bui is especially positive on muti-family real estate because there is a huge supply shortage that won't be resolved any time soon. She's also bullish on industrial real estate, where rents are surging because of high demand from e-commerce companies and onshoring. "We view the dividend profile as a way to look at quality of a company.

☆ The tech boom is officially over - and the FTX fiasco will spark a crypto crackdown, ex-Treasury chief Larry Summers says
▼ + stars: | 2022-11-10 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

The tech boom is over, thanks to the pandemic receding and interest rates rising, Larry Summers said. The ex-Treasury chief predicted the FTX fiasco will lead to greater crypto regulation. He warned some of the recent excesses in the tech sector won't return until the next speculative boom, if at all. Investors need to reset their expectations after years of venture capitalists subsidizing companies' user acquisition with zero regard for profits or sustainable growth, he continued. Summers also touched on the financial troubles of Sam Bankman-Fried's FTX and Alameda Research, which have roiled cryptocurrency markets this week.

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