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5 mentions found


☆ The AI theme is 'overcooked' and investors should take shelter in quality defensive stocks, Morgan Stanley's CIO says
  + stars: | 2024-09-11 | by ( Kelly Cloonan | ) www.businessinsider.com   time to read: +3 min
In the meantime, they should take shelter in quality defensive stocks, Morgan Stanley says. We just got overcooked on the whole AI theme," Wilson said. AdvertisementWith the AI rally fading for now, Wilson says investors are waiting for a new theme to emerge, and taking shelter in "quality defensive stocks" in the meantime. "In our view, a slowing labor market is consistent with a late cycle backdrop and quality + defensive leadership," Wilson wrote. AdvertisementLast month, Wilson's team added three new quality defensive stocks to its "Fresh Money Buy List," which now totals nine stocks.
Persons: Morgan Stanley's Mike Wilson, Wilson, —, they're, Morgan Stanley, Mike Wilson, Morgan, We're Organizations: Service, Bloomberg Surveillance, Nvidia, Semiconductor
☆ Why investors shouldn't be clamoring for rate cuts this summer
  + stars: | 2024-05-15 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
AdvertisementThe market should be careful what it wishes for when it comes to rate cuts from the Federal Reserve. Ed Yardeni, a longtime market veteran, has warned of a stock market "meltup" if the Fed were to cut interest rates this summer. High interest rates on risk tipping the economy into recession, but lowering rates too quickly risks a resurgence in inflation, which could slam American consumers. Fed officials have said they're looking for more evidence inflation is on track to fall to its 2% price target before mulling rate cuts. AdvertisementFor the most part, investors aren't expecting interest rates to come down before September.
Persons: Ed Yardeni, meltdowns, Yardeni, —, they're Organizations: Service, Federal Reserve, Bloomberg, Yardeni, Fed
☆ Stocks are entering the next leg of the bull market and the S&P 500 can hit a record-high of 5,000 by end of 2024, veteran strategist says
  + stars: | 2023-11-20 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
The S&P 500 could be on track to notch a new record next year, according to market vet Phil Orlando. AdvertisementThe bull market in stocks has more room to run, and it could take the S&P 500 to a new high by the end of next year, one market veteran says. Orlando sees the S&P 500 surging to 5,000 by the end of 2024, representing an upside of around 10% from the benchmark index's current levels. Higher bond yields influence other interest rates in the economy, which have also helped tighten financial conditions. The S&P 500 has climbed 7% over the past month, trading around 4,535 on Monday.
Persons: Phil Orlando, —, Orlando, They've Organizations: Federated Hermes, Service, Bloomberg, Fed, Treasury
☆ Spiking bond yields are stoking financial chaos – and the Fed will have to clean up the mess, JPMorgan strategist says
  + stars: | 2023-10-03 | by ( George Glover | ) www.businessinsider.com   time to read: +2 min
A financial crisis is brewing as bond yields soar, according to JPMorgan Asset Management's David Lebovitz. "Eventually there's going to be a financial accident… something will break," he said Monday. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementAdvertisementSoaring bond yields risk triggering financial chaos, a JPMorgan strategist has warned. Higher yields tend to be bad news for stocks – because they reduce the relative returns offered by a riskier asset class.
Persons: David Lebovitz, there's, —, they've Organizations: Asset, Service, JPMorgan, Federal Reserve, JPMorgan Asset Management, Bloomberg, Wall, Treasury, Silicon Locations: California
☆ US recession odds are 'extremely elevated' and a downturn is likely to hit within the next year, chief economist says
  + stars: | 2022-12-01 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +3 min
Vincent Reinhart, the chief economist of Dreyfus Mellon, is expecting a recession to hit within the next 12 months. "There is an extremely elevated chance of recession," he told Bloomberg on Thursday. "It's hard in a sense that they have to put pain on the economy to get inflation down," he said. "But it's spillover to service inflation, that's what you've got to worry about, that's what Powell's worried about. The durable part of inflation that's still above the Fed's goal."
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