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Club holdings Amazon , Costco , Home Depot , and Best Buy have been preparing for the port strike for months — attempting to blunt any fallout it might have on their abilities to get goods from overseas. They added that 60% to 70% of those imports arrive at East Coast and Gulf Coast ports. To put things in perspective, for retail goods, the East Coast ports are less utilized than the West Coast ports, Basham said. Due to its size, however, Best Buy often gets priority from its shippers, which could help secure goods faster than smaller competitors. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
Persons: Walkouts, We're, Jeff Marks, Seth Basham, Basham, Lorraine Hutchinson, Bank of America Merrill Lynch, it's, They're, Ron Vachris, We've, Marc Wulfraat, Wulfraat, Wedbush's Basham, Jim Cramer's, Jim Cramer, Jim, Maher, Shannon Stapleton Organizations: Longshoremen's Association, United States Maritime Alliance, U.S, Costco, Home, CNBC, Barclays, Retailers, Bank of America, International Longshoremen's Association Locations: East Coast, Gulf, Maine, Texas, Gulf Coast, East, West Coast, Elizabeth , New Jersey, U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBank of England to remain cautious on future interest rate cuts, economist saysSonali Punhani, chief U.K. economist at Bank of America Merrill Lynch, weighs in on the Bank of England's recent interest rate cut and the outlook for monetary policy moving forward.
Persons: Sonali Punhani, Bank of America Merrill Lynch Organizations: Email Bank of England, Bank of America, Bank of
Investment analysts are coalescing around a few potential winners in China's car market after a 10-day auto show in Beijing put the ferocious competition on full display. "This year, we notice[d] a meaningful amount of foreign visitors who are Chinese brands' overseas dealers or importers," JPMorgan analysts said. Open to the public After two days of restricting access only to business and media, the Beijing auto show opened to the general public. Jefferies' analysts estimate the policy could boost China's passenger vehicle sales by 1 million units this year, evenly split between electric and gas-powered models. The analysts highlighted their Chinese car stock picks as Leapmotor, Geely and BYD, all rated buy and listed in Hong Kong.
Persons: Nick Lai, BYD, Tesla, hasn't, Elon Musk, Nezha, Asensing, Zhang Haizhou, Morgan, Lei Jun, Xiaomi, Jefferies, Bank of America Merrill Lynch, Leapmotor, — CNBC's Michael Bloom Organizations: Asia Pacific, JPMorgan, Porsche, Apple Vision, Brands, Mazda, Auto, Morgan Stanley Asia Pacific, EV, Bank of America, Trade, Ministry of Commerce, Volkswagen, VW, Toyota Locations: Beijing, China, Asia, Europe, Nio, Zhejiang, Hong Kong
Last week, Goldman Sachs inducted 608 employees into its exclusive "MD" club. But the investment bank still made a strong showing. Close to half of the new MDs work for Goldman's all-important global banking and markets (GBM) division, which houses the investment bank. Plus, it's one step removed from partner, which is the highest title at the prestigious investment bank below the C-Suite. Last week, she was one of the 186 women to be promoted to managing director at Goldman Sachs.
Persons: Goldman Sachs, David Solomon, Goldman, There's, Chuck Schumer, Michael Bloomberg, Ilana Wolfe, Goldman Sachs Ilana Wolfe, Goldman who's, Wolfe, Stephanie Cohen, what's, She's, Fereshteh Abbasi, wasn't, Fereshteh Abbabi, Abbabi, Abbasi, I've, Matt Margolin Goldman Sachs Matt Margolin, Matt Margolin, Charles Schumer, — Margolin, Mangolin, Bank of America Merrill Lynch, VCs, Margolin, Jane Mandel Goldman Sachs Jade Mandel, Jade Mandel Organizations: Global Banking, Markets, CDC, Wealth Management, University of Pennsylvania, Stanford, Bloomberg, Bank of America, Barclays, Goldman, Goldman ' San, Asset Management Venture Capital, Growth, Equity Fund, Equity Locations: Solomon, Silicon Valley, Iran, New York, New York City, Goldman ', Goldman ' San Francisco, China, Hong Kong, Asia, America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBank of America's Stephen Suttmeier lays out the techincal setup for Q4Stephen Suttmeier, Chief Equity Technical Strategist at Bank of America Merrill Lynch Global Research, charts out the road ahead for stocks in Q4.
Persons: America's Stephen Suttmeier, Stephen Suttmeier, Bank of America Merrill Lynch Organizations: Email Bank, America's, Equity, Bank of America, Bank of America Merrill Lynch Global Research
Forecasters believe that trend continued in August, estimating that the Labor Department’s monthly report on Friday will show the addition of 170,000 jobs. That would be a decrease from the 218,000-job average over the previous three months, and closer to the number needed to employ the approximately 140,000 people who enter the labor force each month. But analysts say the Federal Reserve’s push to cool rapid inflation by ratcheting up borrowing costs — and the impact on hiring — has a ways to go. Immigrants work at higher rates than the American-born population, in which labor force participation is declining as people age into retirement. Already, Americans are feeling the difference: In the Conference Board’s reading of consumer sentiment for August, the share of workers saying jobs were “hard to get” increased sharply, while the share saying jobs were “plentiful” fell.
Persons: , ’ ”, Stephen Juneau, Bank of America Merrill Lynch, “ There’s, we’ve Organizations: Labor, Bank of America Locations: American,
The Standard Chartered bank logo is seen at their headquarters in London, Britain, July 26, 2022. The change in CFO will not likely impact Winters' departure timing greatly, Britzman said, with the StanChart CEO more focused on hitting the lender's key performance goals. De Giorgi previously held senior roles at Bank of America Merrill Lynch, including head of global investment banking. Before then, he worked in equity capital markets and financial institutions at Goldman Sachs (GS.N), rising to become chief operating officer for the investment bank by the time of his departure in 2012. That long period of underperformance has seen the bank's shares fall nearly 30% since Winters took over as CEO in June 2015.
Persons: Peter Nicholls, Diego De Giorgi, Andy Halford, De Giorgi, Halford, Matt Britzman, Hargreaves, Bill Winters, Frederic Oudea's, Winters, Britzman, We've, Bank of America Merrill Lynch, Goldman Sachs, Joe Dickerson, StanChart, underperformance, Iain Withers, Lawrence White, Radhika Anilkumar, Bernadette Baum, David Holmes Organizations: Chartered, REUTERS, Bank of America, Pegasus, British, Societe Generale, Goldman, Jefferies, Thomson Locations: London, Britain, Pegasus Europe, Asia, Africa, Bengaluru
[1/2] Condominium and office towers are seen on the mountain-backed skyline of Vancouver, British Columbia, Canada September 30, 2020. The GDP report will be the last major piece of domestic data before the Canadian central bank makes its next policy decision on Sept. 6. The central bank has said it would study economic data closely before determining whether it raises interest rates further. The BoC has projected 1.5% growth for the third quarter, matching its second-quarter estimate. Some argue that the composition of growth in the second-quarter data, including the split between internal and external demand, could also be a consideration.
Persons: Jennifer Gauthier, Carlos Capistran, Bank of America Merrill Lynch, Benjamin Reitzes, we've, Stephen Brown, Andrew Grantham, Fergal Smith, Denny Thomas, Jonathan Oatis Organizations: REUTERS, Rights, Bank of Canada, BoC, Bank of America, BMO Capital Markets, Money, North, Capital Economics, CIBC Capital Markets, Thomson Locations: Vancouver , British Columbia, Canada, Canadian, Mexico, North America
"There's about $1 trillion worth of data centers, call it, a quarter of a trillion dollars of capital spend each year," he said. "So, what is giving you the confidence that they can continue to carve out more of that pie for generative AI? And that trillion dollars of data centers is in the process of transitioning into accelerated computing and generative AI. And so, what you're seeing, all of a sudden enabled by generative AI, enabled by accelerated computing, generative AI came along. AdvertisementAdvertisement"There's about $1 trillion worth of data centers, call it, a quarter of a trillion dollars of capital spend each year.
Persons: Jensen Huang, it's, " Jensen, Vivek Arya, Bank of America Merrill Lynch Organizations: Nvidia, Google, Microsoft, Morning, Meta, Bank of America
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
With mortgage rates unlikely to budge and incomes unlikely to grow, prices are due to drop. Housing affordability is calculated by accounting for three variables: home prices, mortgage rates, and incomes. Ian Shepherdson, the chief economist at Pantheon Macroeconomics who said in the 2005 that a housing downturn would spark a recession, made the same argument in recent weeks. Now that's quite striking because mortgage rates are no longer at peak, but applications are still falling. This would send interest rates — and therefore mortgage rates, which trade closely with Treasury rates — higher, further hurting demand and affordability, Moody's Chief Economist Mark Zandi recently told Fortune.
Ron DeSantis, according to people familiar with the conversations. "I think most people favor DeSantis over Trump but it's unclear that [DeSantis] can win," a Wall Street donor strategist told CNBC. Peterffy has even donated more than $360,000 to a pro-DeSantis political action committee called Friends of Ron DeSantis. DiLella has donated at least $80,000 to the Friends of Ron DeSantis PAC, according to state records. Gerson donated $3,000 to DeSantis' 2018 campaign for governor and just over $100,000 to the Friends of Ron DeSantis PAC between 2018 and 2022, according to state records.
Pharmacy startups like Capsule and Truepill are crumbling in the fight against pharmacy giants. But in the past year, the pharmacy startups have begun to crumble. Plus, each chain has thousands of stores across the country, providing the convenience that the pharmacy startups seek to replicate with tech. The digital-pharmacy shakeoutAnalysts suggested that healthcare startups with pharmacy components, rather than pure-play pharmacy startups, are best positioned to succeed. Truepill CEO Sid Viswanathan TruepillBut the pharmacy startups that have attempted to offer additional services have largely shelved those efforts in recent months.
MILAN, Feb 2 (Reuters) - BNP Paribas Italy (BNPP.PA) said on Thursday it had named Marco Lattuada as deputy head of its corporate and institutional banking division in the country, reporting to CIB Italy Executive Chairman Vittorio Ogliengo. Lattuada was the former global head of investment banking and structured finance at Intesa Sanpaolo (ISP.MI), in whose CIB division he had previously headed the telecoms, media and technology sectors. Prior to that he was senior director at Bank of America Merrill Lynch global investment banking and vice president at Bank of America CIB. Reporting by Valentina Za; editing by Francesca LandiniOur Standards: The Thomson Reuters Trust Principles.
Below is a list of the key executives who left Google Cloud in 2022 — and the most important new hires. At Google Cloud, Gearhart was responsible for the Google Cloud Platform and Google Workspace channel business around the world, according to her LinkedIn profile. Exit: Frank BienBien, a Looker vice president, left Google Cloud in February, two years after Google acquired the data-analytics company for $2.4 billion. A nearly 20-year Microsoft veteran, Jester joined Google Cloud in 2019 as part of an executive hiring spree initiated by Kurian, who had recently taken the helm of Google Cloud. Hire: Kevin MandiaMandia, Mandiant's CEO and cofounder, joined Google Cloud in September after Google completed its $5.4 billion acquisition of his cybersecurity firm.
Discovery CEO David Zaslav has assembled a Discovery-heavy leadership team to transform the company. Here are the 20 corporate, creative, and business execs charged with helping him pull it off. Discovery merger, CEO David Zaslav faces massive challenges as he tries to pump out cash to pay down debt while slashing billions in costs. Many of the corporate and business leaders Zaslav has assembled are Discovery execs he's worked with closely for years and who were given bigger roles after the merger. These 20 execs, listed alphabetically, are the power players Zaslav has put in place to help him get there.
Government stimulus measures are working against the ECB's policy tightening, and too much of the energy price rise has seeped into the broader economy through second-round effects, fuelling underlying price growth. "The core inflation rate is unlikely to peak until mid-2023 and will only fall slowly thereafter," Commerzbank economist Christoph Weil said. "Against this backdrop, the ECB's goal of pushing the inflation rate back to just under 2% on a sustainable basis seems a long way off." The ECB's new projections, due out next week, are set to show inflation above target through 2024 and only falling to 2% in 2025. But it is not evident that after a few years of above-trend growth, wage-setting will fall back in line with the ECB's target.
The path of tech demand has been one of the key questions as markets try to handicap the odds of a 2023 recession. "CEOs and CFOs have no intention of cutting tech spending," said Gartner chief forecaster John-David Lovelock. On the bright side, the GDP report painted a picture of fairly strong technology demand, said Bank of America Merrill Lynch economist Michael Gapen. The shortfall in investment spending was driven by a sharp decline in residential investment, he said. In percentage terms, cloud spending will rise by about 20 percent for the next two to three years, according to Gartner's forecast.
The bank said historically, when the indicator was at current levels or lower, subsequent 12-month S & P 500 returns were positive 94% of the time and the median 12-month return was 22%. "We have found that Wall Street's consensus equity allocation has historically been a reliable contrarian indicator." Bank of America said a range of 60% to 65% represents the traditional "normal" equity allocation for a balanced fund. The S & P 500 is down more than 19% this year. The bank sees the S & P 500 ending the year at 3,600, about 6% lower from where it trades now.
HONG KONG, Nov 1 (Reuters Breakingviews) - Hong Kong’s third-quarter GDP plunged 4.5% from a year earlier as consumers and companies slashed spending. The government is trying to rally enthusiasm for its finance sector - as signaled by the flagship Fintech Week and Global Financial Leaders Investment Summit events happening this week. Beijing's commitment to stamping out Covid-19 infections on the mainland has halted vital flows of tourists and business people to Hong Kong. Moreover, Hong Kong's currency peg to the U.S. dollar means it must follow the U.S. Federal Reserve's rate hikes even though its inflation rate is less than half that in the United States. "Looking ahead, the markedly deteriorating external environment will continue to pose immense pressure on Hong Kong's export performance in the remainder of the year," the city government said.
Less visible, though just as much the lifeblood of the firm, are Merrill's client associates. But we're not treated that way, and we're not stupid," an associate who recently left the firm said. "Our client associates are essential to the fabric of the firm, how we serve clients and grow," a company representative said. Yagyaev said client associates were "grossly underpaid" across the industry and their base should really be in the area of $80,000 to $90,000. An advisor who recently left Merrill and worked with CAs said some were leaving for raises of about $30,000 to work at other banks.
Oct 24 (Reuters) - The U.S. Treasury is taking steps to strengthen the resilience of the Treasury debt market and private money market and bond funds, but the U.S. financial system is functioning well despite elevated global volatility, Treasury Secretary Janet Yellen said on Monday. "Treasury is working with financial regulators to advance reforms that improve the Treasury market's ability to absorb shocks and disruptions, rather than to amplify them," Yellen said. MONEY MARKETS, BOND FUNDSHigher market volatility also could expose vulnerabilities in non-bank financial intermediation, Yellen said. She added that Treasury and financial regulators are working to better monitor leverage in private funds and to "develop policies to reduce the first-mover advantage that could lead to investor runs in money market funds and open-end bond funds." Yellen cited stresses in money market funds during the 2008 financial crisis and again in March 2020 as the reason for the Securities and Exchange Commission's new proposed rules to improve resilience and transparency in the $5 trillion money market sector.
Oct 24 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Monday the U.S. financial system remains resilient amid global volatility, but the Treasury is taking steps to mitigate potential risks in the Treasury market and private money market and bond funds. While we continue to watch for emerging risks, our system remains resilient and continues to operate well through uncertainties," Yellen said. But Yellen added that recent episodes of stress in the Treasury market pointed to the need to take steps to enhance its resilience. "Treasury is working with financial regulators to advance reforms that improve the Treasury market's ability to absorb shocks and disruptions, rather than to amplify them," Yellen said. Higher market volatility also could expose vulnerabilities in non-bank financial intermediation, Yellen said.
Domino's CEO Russell Weiner touted career opportunities for delivery drivers in a call with analysts. "Maybe there are people who are listening to the call now who are interested in drivers' positions," Weiner said. 95% of Domino's franchisees started out as employees making pizza or driving, he said. Domino's delivery drivers earn around $31,962 annually, ZipRecruiter estimates, and a Domino's franchise owner in New York City can make a base salary of $88,200 a year, according to Glassdoor. Domino's is primarily a franchiser, with approximately 94% of US Domino's stores owned and operated by the company's independent franchisees, according to Domino's 2021 annual report.
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