DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Brendan McDermid - 2 Bob Kalman - 2 David Randall - 2 Ira Iosebashvili - 2 Emily Roland - 1 Dan Lyons - 1 Janus Henderson - 1 you've - 1
Top related locs:
U.S New York City New York Miramar
Top related orgs:
New York Stock Exchange - 2 REUTERS - 2 Miramar Capital - 2 Thomson - 2 Atlanta Federal - 1 BofA Global Research - 1 Pfizer - 1 Healthcare - 1

Search resuls for: "Bob Kalman"


3 mentions found


☆ Analysis: US healthcare stocks roiled by investor tug of war over economy
  + stars: | 2023-09-05 | by ( David Randall | ) www.reuters.com   time to read: +5 min
Many view healthcare as a defensive sector because it has constant demand and is somewhat insulated from the economy. In the latest week, investors pulled a net $1.4 billion from the sector, the biggest weekly outflow since May 2022. Overall, the healthcare sector - which ranges from health insurers like UnitedHealth to pharmaceutical companies like Pfizer to small biotechs - has received the third largest inflows of any sector year to date, BofA's data showed. This would weaken the case for loading up on healthcare stocks. Overall, healthcare sector earnings are expected to lag this year as COVID-related revenues decline 13% versus a 1.8% rise for the overall S&P 500.
Persons: Brendan McDermid, Bob Kalman, Emily Roland, Dan Lyons, Janus Henderson, you've, Lyons, Kalman, Joe Biden's, Margie Patel, Patel, David Randall, Ira Iosebashvili, Megan Davies, David Gregorio, Richard Chang Organizations: New York Stock Exchange, REUTERS, Atlanta Federal, BofA Global Research, Pfizer, Miramar Capital, Healthcare, John Hancock Investment Management, Janus Henderson Investors, U.S, Bristol Myers Squibb, Allspring Global Investments, Thomson Locations: New York City, U.S
☆ Wall St Week Ahead Hopes of 'Goldilocks' economy, rate peak buoy US stocks
  + stars: | 2023-07-28 | by ( David Randall | ) www.reuters.com   time to read: +5 min
The S&P 500 is up nearly 19% this year after gaining around 1% in the past week. At the same time, investors believe the Fed is unlikely to deliver much more of the monetary policy tightening that shook markets last year. A test of the economy comes next week, when the U.S. reports employment numbers for July. The tech-heavy Nasdaq 100 is up nearly 44% year-to-date, while the S&P 500 information technology sector has gained nearly 46%. The S&P 500 tech sector now trades at 28.2 times forward earnings, from 19.6 at the start of the year.
Persons: Brendan McDermid, Jerome Powell, Bob Kalman, Torsten Slok, Burns McKinney, Randy Frederick, wouldn't, David Randall, Ira Iosebashvili, Deepa Babington Organizations: New York Stock Exchange, REUTERS, Federal, Miramar Capital, Apollo Global Management, Meta, Roku Inc, NJF Investment Group, Apple, Microsoft, Schwab Center, Financial Research, Thomson Locations: New York, U.S, Miramar
☆ Wall St Week Ahead: Plunging bond yields boost stocks' allure ahead of Fed meeting
  + stars: | 2023-03-17 | by ( Lewis Krauskopf David Randall | Lewis Krauskopf | David Randall | ) www.reuters.com   time to read: +4 min
NEW YORK, March 17 (Reuters) - Whipsawed U.S. stocks have gained an unexpected ally in recent days - a historic plunge in bond yields. The volatility in fixed income markets has unsettled investors, and falling yields can reflect expectations that the Fed will cut rates because of a hit to growth. The index finished up 1.4% for the week, with strength in technology stocks outweighing sharp declines in bank shares. Tech stocks vs US bond yieldsThe near-term trajectory of yields will likely hinge on next week's Federal Reserve meeting. The S&P 500 trades at 17.5 times forward earnings estimates compared to its historic average P/E of 15.6 times, according to Refinitiv Datastream.
0 next >>
Total: 3