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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLaffer Tengler's Nancy Tengler on Powell: The market doesn't like his unpredictabilityNancy Tengler, Laffer Tengler Investments, and Peter Boockvar, Bleakley Financial Group, join 'The Exchange' to discuss the perceived mixed messages from the Fed and how that's impacting the market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Glenview's Bill Stone, Laffer Tengler's Nancy Tengler and CNBC's Jeff CoxBill Stone, chief investment officer at The Glenview Trust Company, Nancy Tengler, chief executive officer of Laffer Tengler Investments and CNBC's Jeff Cox join 'The Exchange' to discuss pricing in the Fed's inflation plan, slowing growth and investment opportunities in technology and consumer discretionary names.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvest in old economy companies that embrace digital solutions, says Laffer Tengler's Nancy TenglerBill Stone, chief investment officer at The Glenview Trust Company, Nancy Tengler, CEO of Laffer Tengler Investments and CNBC's Jeff Cox join 'The Exchange' to discuss pricing in the Fed's inflation plan, slowing growth and investment opportunities in technology and consumer discretionary stocks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA.I. will fill the labor shortage gap, says Laffer's Nancy TenglerNancy Tengler, Laffer Tengler Investments, and Delano Saporu, New Street Advisors Group, join 'Closing Bell: Overtime' to discuss the tech sector ahead of Zoom and Workday earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Laffer's Nancy Tengler and New Street's Delano SaporuNancy Tengler, Laffer Tengler Investments and Delano Saporu, New Street Advisors Group, join 'Closing Bell: Overtime' to discuss the tech sector ahead of Zoom and Workday earnings.
The reports renewed questions about global economic demand, the effect of higher interest rates and whether the market's January rally got ahead of itself. Apple, the world's largest publicly traded company, fell short of expectations, hurt by lower iPhone sales and production disruptions in China. Amazon said operating profits could fall this quarter due to lower demand, and Alphabet's online advertisers cut back their spend as well. Shares of the three companies dropped after the results were released and were expected to drag the market lower Friday following a euphoric rally Thursday. These three firms and Microsoft (MSFT.O), the four U.S. companies with trillion-dollar market values, have led the broad-market S&P 500 in 2023.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinding growth at a reasonable price with Laffer Tengler's Nancy TenglerNancy Tengler, CEO & CIO of Laffer Tengler Investments, joins 'The Exchange' to discuss seeing market volatility as a gift, identifying catalyst for changes in fundamentals and long-term portfolio positioning techniques.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Nancy Tengler, CEO & CIO of Laffer Tengler InvestmentsNancy Tengler, CEO & CIO of Laffer Tengler Investments, joins 'The Exchange' to discuss seeing market volatility as a gift, identifying catalyst for changes in fundamentals and long-term portfolio positioning techniques.
Has inflation finally peaked?
  + stars: | 2023-01-08 | by ( Paul R. La Monica | ) edition.cnn.com   time to read: +6 min
But for investors, consumers and the Federal Reserve, inflation remains a major economic concern, just as it was in 2022. The hope is that inflation pressures will cool even more dramatically as the year progresses. We believe inflation peaked in June,” said Nancy Tengler, CEO and chief investment officer with Laffer Tengler Investments, in a report. Inflation impact on the Fed and housingWhat’s more, lower levels of inflation should allow the Fed to keep slowing its pace of interest rate hikes. But if inflation pressures continue to abate – and the Fed acknowledges that by pulling back on rate hikes – then the housing market may rebound.
A reopening in the world's second-largest economy could spell a buying opportunity for investors as China unwinds much of its Covid restrictions. Investors have taken the recent developments as a signal to start snapping up China equities. What's more, they say that Chinese equities are cheap on a historical basis, and cheap compared to their emerging market peers. This month, Morgan Stanley said that Chinese equities have a "steep climb" after their underperformance during the pandemic. Yum China is the fourth-largest position in the Thornburg Developing World Fund (THDAX) , which has a roughly 29% allocation to China.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is good time to buy high quality names like Xylem, says Nancy TenglerNancy Tengler, Laffer Tengler Investments CEO, joins 'Closing Bell' to discuss the market reaction to the Fed and stocks she's watching now.
New York CNN —Christmas is just ten days away, and investors are still hoping for a Santa Claus rally. The Dow tumbled more than 700 points, or 2.1%, Thursday, and it is down about 4% in December following solid gains the previous two months. The S&P 500 is now off more than 4% for the month while the Nasdaq has sank 5%. The Fed raised rates by “just” a half of a percentage point Wednesday, as expected. It didn’t help that the government also reported a much bigger drop in retail sales for November than expected on Thursday.
Tengler, who's been a proponent of dividend growth strategies for more than three decades, named four stocks she owns. Her firm uses what's known as a relative dividend yield strategy to judge the value of a stock. A high relative dividend yield is a buy signal if the dividend level is expected to be sustained and increased over time. Goldman also fits into one of Tengler's top investment themes: old economy stocks that are embracing digital transformation. Two asset managers face off Another old economy stock that Tengler likes is California-based self-storage firm Public Storage .
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDividend payers are one of the safest ways to be exposed in the market, says Nancy TenglerNancy Tengler, Laffer Tengler Investments CEO, joins 'The Exchange' to discuss how to position your portfolio in a potential economic slowdown.
Today we're going over what the ongoing protests in China mean for markets and investors. While the protests in China have been largely peaceful, some protesters have been met with violence from the authorities. Anti-government protests have erupted from Shanghai to Beijing as citizens rise up in opposition of China's zero-COVID policies. "Markets don't like bad news, and protests are bad news," Laffer told me on a phone call yesterday. China protests over lockdown measures could mean inflation gets stuck at 4%, according to Mohamed El-Erian.
Stocks powered higher this week after the October inflaton report but the path to year-end gains remains volatile, market analysts say. It won't be a straight-up rally," Nancy Tengler of Laffer Tengler Investments says. People covering short positions and outsized influence of trading algorithms appeared to have helped fuel Thursday's rally, Tengler said in taking a broader view of that day's run higher. Another inflation report is due before the Fed's next meeting. "If there's still work to be done with inflation then rates are still going to go higher.
Two tech experts break down earnings from Amazon and Apple
  + stars: | 2022-10-28 | 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 EmailTwo tech experts break down earnings from Amazon and AppleNancy Tengler, CEO and CIO of Laffer Tengler Investments, and Ivan Feinseth, CIO and Director of Research at Tigress Financial Partners, join Worldwide Exchange to discuss what earnings from Apple and Amazon mean for the broader tech sector.
The 60/40 strategy, known as a balanced portfolio, has been hit by rising bond yields — which means falling fixed income prices, as well as a sinking stock market. "The future is brighter for the 60/40," said Omar Aguilar, CEO and chief investment officer of Schwab Asset Management. "The correlation will come back to the normal levels, or the historical levels that you normally have between equities and fixed income," Aguilar said. Schwab's Aguilar advises against chasing yields in fixed income, but instead maintaining a balanced approach between credit and duration. In fixed income, the firm currently has a bond duration of four years, down from its previous seven-year duration.
But market veteran Nancy Tengler is unequivocal that investors should strap in for the long term. Her firm uses what's known as a relative dividend yield (RDY) strategy to judge the value of a stock. A high relative dividend yield is a buy signal if the dividend level is expected to be sustained and increased over time. "If you can get 17% annualized dividend growth, as Home Depot has produced over the last five years, that's a pretty good hedge against inflation. The company has a dividend yield of about 4% and an annualized dividend growth of 17% over the past five years, according to Tengler.
FOREX: The dollar index turned 0.44% higherCOMMENTS:KEN POLCARI, MANAGING PARTNER, KACE CAPITAL ADVISORS, BOCA RATON, FLORIDA“Not good, hello – market collapsing. With a 3.5% unemployment rate, there's no way the Fed is going to stop raising rates until after the end of the year." The Fed has got to get a handle on inflation right now. RYAN DETRICK, CHIEF MARKET STRATEGIST, CARSON GROUP, OMAHA“This is a yet another disappointing sign that inflation continues to stay stubbornly high. There are still two more CPI prints before the December meeting with the Fed, but for now, the pivot is on pause.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings are surprising many investors, says Laffer Tengler Investments CEONancy Tengler, CEO and CIO at Laffer Tengler Investments, joins 'Power Lunch' to discuss low and midstream energy names, stocks opportunities for dividend growth, and good names in the retail sector.
Microsoft has been making its GitHub subsidiary more dependent on the company's own Azure public cloud. Otherwise, some developers wary of Microsoft's past behavior might not want to use GitHub to store their software code. The company would also speed up the ability for developers at large companies to use Microsoft's cloud infrastructure, Nadella wrote. Instead of pushing developers to run their code on Azure, GitHub has simply introduced new products and features, many of which are built on Azure. In September Microsoft informed investors that its closely watched Azure and Other Cloud Services revenue growth number each quarter would expand to include "additional GitHub cloud revenue now delivered via our datacenter infrastructure."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors can 'hide out' in shares of Microsoft, says Laffer Tengler Investments CEONancy Tengler, CEO and CIO at Laffer Tengler Investments, joins CNBC's 'Squawk Box' to break down potential investment opportunities ahead of the market open. Tengler explains why she has been buying higher-risk stocks despite the market volatility.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon stock hasn't really done anything in two years, says Evercore's MahaneyMark Mahaney, head of internet research at Evercore ISI, joins 'Closing Bell' to discuss stocks he's watching right now. With Nancy Tengler of Laffer Tengler Investments.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets are certain the Fed is going to make a policy error, says Nancy TenglerNancy Tengler of Laffer Tengler Investments joins 'Closing Bell' to discuss why the markets are responding to the Fed's rate increase by continuing to sell off.
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