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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with NewEdge's Cameron Dawson and NB Private Wealth's Shannon SaccociaCameron Dawson, chief investment officer for NewEdge Wealth, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss the fate of the latest market rally and more.
Persons: NewEdge's Cameron Dawson, Wealth's Shannon Saccocia Cameron Dawson, Shannon Saccocia Organizations: Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are a lot of stocks selling at attractive valuations, says NewEdge's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Closing Bell' to discuss what's happening in tech sectors, what to expect from the market, and more.
Persons: NewEdge's Cameron Dawson Cameron Dawson
Emons: A slowdown in Treasury issuance could lead to lower rates
  + stars: | 2023-10-26 | 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 EmailEmons: A slowdown in Treasury issuance could lead to lower ratesBen Emons, Senior Portfolio Manager at NewEdge Wealth, discusses tech earnings, the new House Speaker, and Treasury yields.
Persons: Ben Emons
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings season commentary is fine so far, says Solus' Dan GreenhausDan Greenhaus, Solus Alternative Asset Management chief strategist, and Cameron Dawson, chief investment officer for NewEdge Wealth, join 'Closing Bell' to discuss earnings, the Fed and markets.
Persons: Solus, Dan Greenhaus Dan Greenhaus, Cameron Dawson Organizations: Asset Management, Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Solus' Dan Greenhaus and NewEdge Wealth's Cameron DawsonDan Greenhaus, Solus Alternative Asset Management chief strategist, and Cameron Dawson, chief investment officer for NewEdge Wealth, join 'Closing Bell' to discuss earnings, the Fed and markets.
Persons: Solus, Dan Greenhaus, NewEdge Wealth's Cameron Dawson Dan Greenhaus, Cameron Dawson Organizations: Asset Management, Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with CAIS CEO Matt Brown and NewEdge Wealth CEO Rob SechanMatt Brown, CAIS chairman and CEO, and Rob Sechan, CEO of NewEdge Wealth, join 'Halftime Report' to discuss the CAIS alternative investment summit, the growth of the private credit market, and more.
Persons: Matt Brown, Rob Sechan Matt Brown, Rob Sechan Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAdvisors are seeing a huge reallocation towards alternative investments: CAIS CEO Matt BrownMatt Brown, CAIS chairman and CEO, and Rob Sechan, CEO of NewEdge Wealth, join 'Halftime Report' to discuss the CAIS alternative investment summit, the growth of the private credit market, and more.
Persons: Matt Brown Matt Brown, Rob Sechan Organizations: NewEdge
At the center of the storm is the 10-year Treasury yield , one of the most influential numbers in finance. The relentless rise in borrowing costs has blown past forecasters' predictions and has Wall Street casting about for explanations. Companies that can only issue debt in the high-yield market, which includes many retail employers, will confront sharply higher borrowing costs. Higher rates squeeze the housing industry and push commercial real estate closer to default. "So if banks haven't fixed their issues since then, the problem is only worse, because rates are only higher."
Persons: Jerome Powell, SAUL LOEB, Bob Michele, Ben Emons, Treasurys, Benjamin Dunn, Lindsay Rosner, Peter Boockvar, Rosner Organizations: Federal Reserve, Washington , D.C, Getty, ., Treasury, Fed, JPMorgan, NewEdge, Bloomberg, Alpha Theory Advisors, Goldman, Companies, Bleakley Financial, Valley Bank, First Locations: Washington ,, U.S, Goldman Sachs, First Republic
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's not enough movement to safety to buoy yields, says NewEdge's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, and Keith Lerner, Truist co-chief investment officer, join 'Closing Bell' to discuss navigating yields and what to expect going into Q4.
Persons: NewEdge's Cameron Dawson Cameron Dawson, Keith Lerner, Truist
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEmons: The short-end of the yield curve is a better play than the long endBen Emons, Senior Portfolio Manager and Head of Fixed Income at NewEdge Wealth, discusses what the bond market is signaling about the economy.
Persons: Ben Emons Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe current market correction hasn't been growth-related, says NewEdge Wealth's Cameron DawsonCameron Dawson, NewEdge Wealth CIO, joins 'Squawk Box' to discuss the latest market trends, rest of year outlook, and more.
Persons: NewEdge Wealth's Cameron Dawson Cameron Dawson Organizations: NewEdge
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'substantial deficit' will continue to be the pressure point for Treasuries, says Ben EmonsBen Emons, New Edge Wealth, joins 'Fast Money' to discuss the bond market as the 10-year yield tops 4.5%.
Persons: Ben Emons Ben Emons Organizations: Edge Wealth
Watch CNBC’s full investment committee discussion
  + stars: | 2023-09-22 | 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 EmailWatch CNBC’s full investment committee discussionBryn Talkington, Requisite Capital Management managing partner, Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss the market as it is still poised to end the week with steep losses, whether recession is on the horizon, and more.
Persons: Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital
Chart of the day: Alibaba
  + stars: | 2023-09-22 | 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 EmailChart of the day: AlibabaBryn Talkington, Requisite Capital Management managing partner; Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss Alibaba as the stock is gaining momentum following the report that China is easing rules that cap foreign investment in domestic publicly traded companies.
Persons: Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are going into a recession, and there won't be a soft landing: Short Hills Capital's Steve WeissBryn Talkington, Requisite Capital Management managing partner; Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss the market as it is still poised to end the week with steep losses, whether recession is on the horizon, and more.
Persons: Steve Weiss Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital
On Friday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and exchange-traded funds to buy, hold or sell right now. NewEdge Wealth's Rob Sechan talks about why right now may not be the best time to enter new positions in Microsoft and Broadcom because he sees more downside to come before they go higher. Bryn Talkington of Requisite Capital Management recommended the Invesco S & P 500 Equal Weight ETF (RSPG) for exposure to energy names because it is more diversified than the Energy Select Sector SPDR Fund (XLE ).
Persons: NewEdge, Rob Sechan, Bryn Talkington Organizations: CNBC Pro, Microsoft, Broadcom, Management, Energy
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NewEdge Wealth's Cameron Dawson and Virtus' Joe TerranovaCameron Dawson, chief investment officer for NewEdge Wealth, and Joe Terranova, chief market strategist at Virtus Investment Partners, join 'Closing Bell' to discuss how the Fed's decision in rate hikes has impacted the market and more.
Persons: NewEdge Wealth's Cameron Dawson, Joe Terranova Cameron Dawson, Joe Terranova Organizations: Virtus, Virtus Investment Partners
A recession isn't imminent, says NewEdge Wealth's Cameron Dawson
  + stars: | 2023-09-21 | 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 EmailA recession isn't imminent, says NewEdge Wealth's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, and Joe Terranova, chief market strategist at Virtus Investment Partners, join ‘Closing Bell’ to discuss the market after the Fed decision.
Persons: NewEdge Wealth's Cameron Dawson Cameron Dawson, Joe Terranova, Bell Organizations: Virtus Investment Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NewEdge Wealth’s Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Closing Bell' to discuss earnings estimates, the likelihood of a recession next year, and more.
Persons: NewEdge Wealth’s Cameron Dawson Cameron Dawson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRecession may not hit until the end of the first half of 2024: NewEdge Wealth's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, and Stephanie Link, Hightower Advisors chief investment strategist and portfolio manager, join 'Closing Bell' to discuss markets, the economic reports from this week, and what it means for the fall season.
Persons: NewEdge Wealth's Cameron Dawson Cameron Dawson, Stephanie Link, Hightower Organizations: Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe'll see CPI move higher due to energy costs, says NewEdge Wealth's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Squawk Box' to discuss her thoughts on the Federal Reserve's moves this week, whether the markets are ignoring the 'for longer' portion of the Federal Reserve's recent mantra, and what Dawson expects from the dollar.
Persons: NewEdge Wealth's Cameron Dawson Cameron Dawson, Dawson Organizations: Federal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBroadcom slips after issuing fourth-quarter guidance. Why pros say it's a good time to buyPierre Ferragu of New Street Research, Stephanie Link of Hightower Advisors and Rob Sechan of NewEdge Wealth discussed Broadcom after the company reported better-than-expected 3Q results but missed analyst expectations for fiscal 4Q revenue guidance on Thursday.
Persons: Pierre Ferragu, Stephanie Link, Rob Sechan Organizations: Broadcom, New, Research, Hightower Advisors, NewEdge
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't count on a drop in yields near-term as a market catalyst, says NewEdge's Cameron DawsonCameron Dawson, NewEdge Wealth, joins 'Closing Bell' to discuss earnings, seasonality and the risk to the markets.
Persons: NewEdge's Cameron Dawson Cameron Dawson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Cameron Dawson, Malcolm Ethridge and Lo ToneyCameron Dawson, NewEdge Wealth, CIC Wealth’s Malcolm Ethridge and Plexo Capital's Lo Toney, join 'Closing Bell' to discuss earnings, seasonality, opportunities in tech and the risk to the markets.
Persons: Cameron Dawson, Malcolm Ethridge, Lo Toney Cameron Dawson, Capital's Lo Toney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPowell was hawkish but with a lot of optionality in Jackson Hole speech: NewEdge Wealth's Ben EmonsHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Powell, Ben Emons, Brian Sullivan, Organizations: CNBC Locations: Jackson
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