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Search resuls for: "Andrew Slimmon"


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☆ Stock futures open little changed ahead of major earnings reports: Live updates
  + stars: | 2024-11-18 | by ( Pia Singh | ) www.cnbc.com   time to read: +2 min
Traders work on the floor of the New York Stock Exchange during the morning trading on November 07, 2024 in New York City. Stock futures are little changed Monday night as investors await key earnings from retailers and chipmaker Nvidia this week. S&P futures shed about 0.05%, while Nasdaq 100 futures traded marginally lower. About 93% of S&P 500 companies have reported quarterly results so far, with three-quarters exceeding expectations and more than 60% beating revenue estimates, according to FactSet. The tech-heavy Nasdaq Composite gained 0.6%, snapping a four-day losing streak, while the S&P 500 added about 0.4%.
Persons: Stocks, Andrew Slimmon, Morgan Stanley Organizations: New York Stock Exchange, Stock, Nvidia, Dow Jones Industrial, Nasdaq, Trump Media & Technology Group, Walmart, Blackwell, Dow Jones, Morgan Stanley Investment Locations: New York City
☆ Morgan Stanley's Slimmon says the U.S. infrastructure sector is 'very powerful,' naming a stock to buy
  + stars: | 2024-10-07 | by ( Isabella Lok | In Isabellalokys | ) www.cnbc.com   time to read: +2 min
Stocks in the infrastructure sector aren't always top of mind. But investors who want to diversify their portfolios away from those popular names and themes can consider the infrastructure theme, says Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management. Stock pick Slimmon is bullish on equipment rental company United Rentals . URI YTD mountain YTD shares of United Rentals Shares in United Rentals trade on the New York Stock Exchange, and are up over 40% year to date, and over 80% over the last 12 months. KeyBanc Capital Markets' analysts identified United Rentals as "interesting acquirers," citing its "strong history of driving solid returns through large deals each year."
Persons: Andrew Slimmon, Slimmon, Hurricane Helene, It's, Florida's Organizations: Nvidia, Novo Nordisk, Morgan Stanley Investment Management, United Rentals, New York Stock Exchange, KeyBanc, Markets Locations: U.S, Hurricane, North Carolina , Georgia, Texas, Massachusetts, Bend, Connecticut, North America, Europe, Australia, New Zealand
☆ Here's how to invest in the Q3 earnings season as profits re-accelerate despite misplaced recession myths
  + stars: | 2024-10-06 | by ( James Faris | ) www.businessinsider.com   time to read: +9 min
AdvertisementCorporate earnings are on pace for their best non-pandemic year since 2018, and market strategists expect the party to continue in the upcoming earnings season and into 2025. "There's not always a one-for-one relationship between economic growth and earnings growth," Reynolds said. "You can still see earnings growth at a pretty robust level, even if economic growth moderates to some extent. "That could be a little bit of a headwind for the market," Saglimbene said. That's a normal earnings growth kind of environment, and I think that's enough to continue to push the market higher."
Persons: —, Mike Reynolds, Anthony Saglimbene, He's, Saglimbene, Joe Quinlan — who's, Bank of America —, Quinlan, Reynolds, it's, Andrew Slimmon, Jim Baird, Plante, Michael Smith, Smith, There's, Slimmon, he's Organizations: Service, Business, Ameriprise, Merrill, Private Bank, Bank of America, Morgan Stanley Investment Management, Financial, Allspring Global Investments, Bears Locations: what's
☆ Surprised by how fast the market reacted to the Fed's rate cut, says Morgan Stanley's Andrew Slimmon
  + stars: | 2024-09-20 | 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 EmailSurprised by how fast the market reacted to the Fed's rate cut, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins ‘Squawk Box’ to discuss Wall Street's reaction to Wednesday's rate cut, how the election could impact the markets, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon Organizations: Morgan Stanley Investment Management
☆ Market shows economy 'slowing, not breaking,' says Morgan Stanley's Andrew Slimmon
  + stars: | 2024-07-05 | 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 EmailMarket shows economy 'slowing, not breaking,' says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management; Stephanie Roth, chief economist at Wolfe Research; and CNBC’s Steve Liesman join 'The Exchange' to discuss market outlooks, expectations from the Fed, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon, Stephanie Roth, Steve Liesman Organizations: Morgan Stanley Investment Management, Wolfe Research
☆ Watch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Wolfe Research's Stephanie Roth
  + stars: | 2024-07-05 | 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 interview with Morgan Stanley's Andrew Slimmon and Wolfe Research's Stephanie RothAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management; Stephanie Roth, chief economist at Wolfe Research; and CNBC’s Steve Liesman join 'The Exchange' to discuss market outlooks, expectations from the Fed, and more.
Persons: Morgan Stanley's Andrew Slimmon, Wolfe Research's Stephanie Roth Andrew Slimmon, Stephanie Roth, Steve Liesman Organizations: Morgan Stanley Investment Management, Wolfe Research
☆ CNBC Daily Open: Dow posts best week since May, Tesla cuts 14% of workforce
  + stars: | 2024-06-24 | by ( Abid Ali | ) www.cnbc.com   time to read: +3 min
Traders work on the floor during morning trading at the New York Stock Exchange (NYSE) on March 6, 2024 in New York City. 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. The tech-centric Nasdaq Composite remained flat, while the Dow Jones Industrial Average had its best week since May, rising 1.45%. Most Asia markets fallMost Asia-Pacific markets were trading lower as investors awaited inflation data from Australia and Japan later this week.
Persons: JPMorgan Chase, Goldman Sachs, Tesla, Elon Musk, Musk, Australia's, Kospi, Seng, Morgan Stanley's Andrew Slimmon Organizations: New York Stock Exchange, CNBC, Nvidia, Microsoft, Apple, Nasdaq, Dow Jones, Citigroup, JPMorgan, Bank of America, Apple Intelligence, Union, Nikkei, Bank of, CSI Locations: New York City, Asia, Pacific, Australia, Japan, Bank of Japan
☆ 'Excellent buying opportunities': Morgan Stanley's Slimmon names 3 stocks he likes right now
  + stars: | 2024-06-24 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +3 min
Equity markets have been rallying in the past week, with the S & P 500 benchmark briefly hitting a high of 5,500 last week before losing traction. That movement has raised concerns on whether valuations are stretched, but Morgan Stanley's Andrew Slimmon has maintained his bullish stance on the stock market. "But what's important to remember is that the S & P 500 has rallied 7 of the last 8 months and is up 40% from the October lows. One merit of large-cap stocks is that they "have better earnings revisions than the small-caps," since they buy back their stocks more aggressively, he explained. Three stocks Slimmon likes right now include investment bank JPMorgan Chase , insurance company Progressive Corp and Irish building materials company CRH .
Persons: Morgan Stanley's Andrew Slimmon, I'm, CNBC's, Slimmon Organizations: Morgan Stanley Investment Management, CNBC, U.S . Federal Reserve, JPMorgan Chase, Progressive Corp
☆ Morgan Stanley's Slimmon names tech stocks to buy at a 'reasonable price'
  + stars: | 2024-05-22 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Morgan Stanley Investment Management's Andrew Slimmon has been consistently bullish on stocks — even during periods of volatility. Given the "sky high" inflation numbers in 2022 and 2023, Slimmon said, it's "only natural" that inflation would be on a downward trajectory as the year-on-year comparisons were "relatively easy." Last week, the April consumer price index report in the U.S. showed that inflation eased slightly for the month. "The problem is, as we get into May number, June numbers, July numbers of last year, those CPI numbers really came down quite a bit," Slimmon told CNBC's " Street Signs Asia. " "When you think about Netflix, Amazon, you're talking about two [companies] that give a lot of value to their customers for a relatively reasonable price," Slimmon said.
Persons: Morgan Stanley, Andrew Slimmon, it's, Slimmon, CNBC's, —, Jeff Cox Organizations: Morgan Stanley Investment, CNBC, U.S . Federal Reserve, Treasury, Federal Reserve, Netflix, United Rentals, Waste Management Locations: U.S
☆ Market set-up going into earnings 'could not be better,' says Morgan Stanley's Andrew Slimmon
  + stars: | 2024-04-11 | 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 EmailMarket set-up going into earnings 'could not be better,' says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, and Subadra Rajappa, Societe Generale head of U.S. rates strategy, join CNBC's 'The Exchange' to breakdown earnings outlooks, potential for Fed rate cuts, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon, Subadra, CNBC's Organizations: Morgan Stanley Investment Management, Societe Generale
☆ These stocks could rally in 'second phase' of bull market, Morgan Stanley Investment Management says
  + stars: | 2024-03-30 | by ( Pia Singh | ) www.cnbc.com   time to read: +3 min
There's a rotation happening in the market that investors can take advantage of by investing in cyclical stocks, according to Morgan Stanley Investment Management's Andrew Slimmon. He recommended investors to have a more cyclical bias to their portfolio, pointing out that the best-performing sectors in the last month are energy, materials and industrials. He also thinks there's still room to run in semiconductor stocks — even if the overbought group sees a near-term pullback. " Slimmon named Applied Materials , Ameriprise Financial and Valero Energy as some of the stocks he likes right now. Regarding energy, Slimmon said the space could continue to show strength if the economy begins to weaken.
Persons: Morgan Stanley, Andrew Slimmon, Stocks, Slimmon, there's, Slimmon's, that's Organizations: Morgan, Morgan Stanley Investment, Dow Jones Industrial, Nasdaq, Ameriprise Financial, Valero Energy, Infrastructure Investment, Jobs, United Rentals, Applied Materials, Ameriprise, U.S Locations: U.S, financials, That's
☆ These 5 stock investments are set to outperform now that recession mongers have been proven wrong, according to a senior portfolio manager at Morgan Stanley
  + stars: | 2024-03-29 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +4 min
Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management, says we're still in the early stages of an economic recovery from 2022's earnings recession and the bear market that followed. Slimmon oversees the US and global long-equity strategies, portfolios that aren't biased toward any one area such as growth or value stocks. And in this environment, value stocks are expected to outperform dramatically, he said. Below is a Morgan Stanley equities chart demonstrating where value stocks trade relative to their fair value. They haven't fully sold off and remain expensive relative to the market, he noted.
Persons: Andrew Slimmon, we're, Slimmon, Morgan, it's Organizations: Morgan Stanley Investment Management, Business, US, Morgan Stanley, Morgan Stanley Investment
☆ The Fed doesn't need to cut rates for the markets to do well, says Morgan Stanley's Andrew Slimmon
  + stars: | 2024-03-15 | 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 EmailThe Fed doesn't need to cut rates for the markets to do well, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss market potential without anticipated rate cuts, what 2024's market performance thus far indicates for the rest of the year, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon Organizations: Morgan Stanley Investment Management
☆ Bull markets grow on skepticism in the second year, says Morgan Stanley's Andrew Slimmon
  + stars: | 2024-02-26 | 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 EmailBull markets grow on skepticism in the second year, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, whether 2024 is a good year for equities, his top stock picks, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon, Morgan Organizations: Morgan Stanley Investment Management
☆ CNBC Daily Open: Fears over yet another hot inflation gauge
  + stars: | 2024-02-19 | 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. Markets lowerU.S. stocks closed Friday in the red, ending their five-week winning streaks after hotter-than expected producer price index data for January. Urgent Ukraine appealEuropean leaders seek more support for Ukraine as Russia continues to make gains. [PRO] Bullish on equitiesMorgan Stanley has a positive outlook on equity markets despite some concerns over valuations.
Persons: Mette Frederiksen, Clinton's, Hillary Clinton, Donald Trump, Morgan Stanley, Andrew Slimmon Organizations: CNBC, Dow, Nasdaq, Sony, PlayStation, Clinton's Trump, U.S, NATO, Munich Security Conference Locations: New York City, U.S, Ukraine, Russia
☆ Morgan Stanley's Slimmon names 3 stocks to buy right now: ‘It's going to be a good year for equities'
  + stars: | 2024-02-19 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +3 min
The rise in the index has raised some concerns over valuations, but Morgan Stanley's Andrew Slimmon has a more positive take on the recent market moves. Microsoft In the tech sector, Slimmon named Microsoft as his choice to play the AI boom. This gives it around 16.3% potential upside. The average price target for Ameriprise is $418.03, according to FactSet data, giving it potential upside of around 5.1%. This gives it around 4% upside potential.
Persons: Morgan Stanley's Andrew Slimmon, CNBC's, Slimmon, Ameriprise Slimmon Organizations: Morgan Stanley Investment Management, Microsoft, Ameriprise, Apple, Meta, Nvidia, Tesla, New York Stock Exchange, Euronext, London Stock Exchange Locations: Dublin, Euronext Dublin, U.S
☆ CNBC Daily Open: Is progress on inflation stalling?
  + stars: | 2024-02-19 | 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. China stocks riseAsia markets were mixed Monday as Chinese stocks climbed on the back of positive travel data, while Hong Kong stocks dropped. The CSI 300 gained as trading resumed after the Lunar New Year holidays and the Hang Seng index fell. [PRO] Bullish on equitiesMorgan Stanley has a positive outlook on equity markets despite some concerns over valuations.
Persons: Max, Morgan Stanley, Andrew Slimmon Organizations: CNBC, CSI, Dow, Nasdaq, U.S . Federal, Korean, Boeing, Airbus, Sony, PlayStation Locations: China, Asia, Hong Kong, U.S, Singapore
☆ Tech stocks dominated 2023 investing. Here's where the sector finds growth in 2024
  + stars: | 2023-12-31 | by ( Samantha Subin | ) www.cnbc.com   time to read: +11 min
After 2023's blowout run, it's hard to recall the once gloomy investing setup for technology stocks last December. As the calendar year turns, don't expect technology stocks to match 2023's blowout gains, but the year's performance is no fluke. AI stocks may dominate tech-focused investing, but don't sleep on the other emerging themes. GOOGL YTD mountain Alphabet shares in 2023 Both companies have rolled out new initiatives in the months since. Arm Holdings made headlines this year as one of the first major companies to go public , reviving the IPO market after a roughly two-year drought.
Persons: behemoths, Jay Woods, Mark Zuckerberg, didn't, chipmakers, David Waddell, Everybody's, Copilot, Paul Meeks, Gene Munster, Alphabet's, Meeks, Morgan Stanley, Andrew Slimmon, They're, Slimmon, CNBC's, Wall, Nvidia's, He's, Mahoney, Ken Mahoney, it's, Brent Fredberg, Munster's, Management's Albert Tsuei, Tsuei, William Blair's Jonathan Vo, Keith Weiss Organizations: Federal Reserve, Treasury, Freedom, Microsoft, Waddell & Associates, Oracle, Arista Networks, Morgan, Morgan Stanley Investment, Meta, Nvidia, Devices, Dell, Hewlett Packard Enterprises, Broadcom, Holdings, Micron Technology, Brandes Investment Partners, Micron, Samsung, Taiwan Semiconductor Manufacturing, MGM Resorts, Johnson, Okta, UBS, Management's, Palo Alto Networks, Palo Alto Locations: British, Clorox
☆ The market will breach summer highs before year-end, says Morgan Stanley's Andrew Slimmon
  + stars: | 2023-11-22 | 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 EmailThe market will breach summer highs before year-end, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, earnings season, market outlook, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon, Morgan Organizations: Morgan Stanley Investment Management
☆ Here's why the market rallied Tuesday
  + stars: | 2023-11-14 | 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 EmailHere's why the market rallied TuesdayAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss the latest CPI report, its impact on the market, and more.
Persons: Andrew Slimmon Organizations: Morgan Stanley Investment Management
☆ CNBC Daily Open: The Fed keeps rates, markets celebrate
  + stars: | 2023-11-02 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Rates unchanged, againThe Federal Reserve kept interest rates unchanged, holding the key federal funds rate in a target range between 5.25% to 5.5%. Markets cheered decisionU.S. markets rallied Wednesday as investors digested — and cheered — the Fed's decision to hold rates steady. [PRO] The S&P 500(0) dreamIn August, Morgan Stanley Investment Management's Andrew Slimmon said the S&P 500 would hit 5,000 this year.
Persons: Jerome Powell, Powell, —, Xpeng, Nio, BYD, Morgan Stanley, Andrew Slimmon Organizations: CNBC, Federal Reserve, Nikkei, U.S . Treasury Department, Li Auto, Morgan, Morgan Stanley Investment Locations: Asia, Pacific, U.S
☆ Will the S&P 500 rally by year-end? Morgan Stanley's Slimmon weighs in — and names a Big Tech stock
  + stars: | 2023-11-02 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Will the S & P 500 be nearer to 5,000 by the end of the year? Morgan Stanley Investment Management's Andrew Slimmon was among some on Wall Street who earlier this year believed so. The S & P 500 closed at 4,193.80 on Tuesday. Although markets have been volatile lately, Slimmon expects the S & P 500 to be closer to 5,000 than 4,000. But his S & P 500 prediction is predicated on a few factors, Slimmon told CNBC's " Squawk Box Asia. "
Persons: Morgan Stanley, Andrew Slimmon, Slimmon, inching, CNBC's, There's, Stocks Organizations: Morgan Stanley Investment, CNBC, Treasury, . Federal, CNBC Market, Survey, Apple, Microsoft, Nvidia, Tesla, Windows, United Rentals Locations: ., financials
☆ Keep an eye on the yield curve, it's still important, says Quadratic's Nancy Davis
  + stars: | 2023-10-06 | 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 EmailKeep an eye on the yield curve, it's still important, says Quadratic's Nancy DavisNancy Davis, Quadratic Capital Management founder & CIO and Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Quadratic's Nancy Davis Nancy Davis, Andrew Slimmon, Morgan Organizations: Capital Management, Morgan Stanley Investment Management
☆ Buy good companies when they are down: Morgan Stanley's Andrew Slimmon
  + stars: | 2023-09-08 | 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 EmailBuy good companies when they are down: Morgan Stanley's Andrew SlimmonCNBC's Robert Frank with Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, join 'The Exchange' to discuss U.S.-China luxury consumer spending and trends.
Persons: Morgan Stanley's Andrew Slimmon CNBC's Robert Frank, Andrew Slimmon Organizations: Morgan Stanley Investment Management, U.S Locations: China
☆ U.S-China tensions will likely subside: Morgan Stanley's Andrew Slimmon
  + stars: | 2023-09-08 | 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 EmailU.S-China tensions will likely subside: Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss U.S.-China tensions and its impact on investors.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon Organizations: Morgan Stanley Investment Management, U.S Locations: China
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