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☆ Strategist explains why he thinks Trump will be flat to negative for the U.S. dollar
▼ + stars: | 2024-06-28 | 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 EmailStrategist explains why he thinks Trump will be flat to negative for the U.S. dollarMarko Papic of Clocktower Group says that the U.S. Federal Reserve is "on autopilot" and will cut interest rates in September, regardless of the upcoming presidential elections.

Persons: Trump, Marko Papic Organizations: U.S, Clocktower, U.S . Federal

☆ China's economy reveals pockets of softness. Here's what to watch ahead of Friday's data
▼ + stars: | 2024-05-15 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +5 min

The National Bureau of Statistics is due to release data on retail sales, industrial production and fixed asset investment for April on Friday. Some of the weakness speaks to genuine sluggish demand in China at present. The firm expects this week's economic data releases to show a "softening in economic momentum," affirming its forecasts for the central bank to cut rates by the end of June. "Some of the weakness speaks to genuine sluggish demand in China at present," said Hui Shan, Goldman Sachs' China chief economist, in a note Sunday. Businesses' loan demand fallsNew bank loans to businesses and government organizations dropped sharply in April from March, as did new loans to households, according to official data accessed through Wind Information.

Persons: Hui Shan Goldman Sachs, Louise Loo, Goldman Sachs, Hui Shan, Goldman, RRR, Pan Gongsheng Organizations: Visual China, Getty, BEIJING, National Bureau, Statistics, Reuters, Finance, Oxford Economics, People's Bank of, Information, Clocktower, CNBC Locations: Lianyungang, Jiangsu Province, China, —, Beijing, People's Bank of China

☆ Why the oil market shrugged as Iran and Israel appeared on the brink of war this week
▼ + stars: | 2024-04-20 | by ( ) www.cnbc.com time to read: +3 min

U.S. crude oil and global benchmark Brent finished out the week about 3% lower, despite the fact that Iran and Israel traded direct strikes against each other's territory for the first time. Fears that oil prices could shoot to $100 a barrel or above did not materialize. The market has essentially erased the risk premium associated with the Iran-Israel tensions after traders bid up prices last week on war fears. "These skirmishes did not impress the oil markets, which believe that no disruption to oil flows will occur." Papic said a sustained war between Israel and Iran is difficult to imagine and may even be practically impossible.

Persons: Ali Mohammadi, Israel, Manish Raj, John Kilduff, Marko Papic, Papic, Brent, Kilduff, CNBC's Organizations: Persian Gulf, Bloomberg, Getty, Brent, Israel's, Israel, Traders, Velandara Energy Partners, Again, International Atomic Energy Agency, Clocktower Locations: Bandar Abbas, Iran, Israel, U.S, Damascus, Syria, Tehran

☆ Clocktower's Marko Papic foresees favorable entry into Chinese equities later this year
▼ + stars: | 2024-04-01 | 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 EmailClocktower's Marko Papic foresees favorable entry into Chinese equities later this yearMarko Papic, Clocktower Group chief strategist, joins 'The Exchange' to discuss whether new leadership in China's securities regulator will move markets, concerns around Chinese credit habits, and more.

Persons: Clocktower's Marko Papic, Marko Papic Organizations: Clocktower Group

☆ China is at a similar 'fork in the road' as Western economies were in 2010-2011, strategist says
▼ + stars: | 2024-03-25 | 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 EmailChina is at a similar 'fork in the road' as Western economies were in 2010-2011, strategist saysMarko Papic, chief strategist at Clocktower Group, discusses the outlook for China's economy as the country plans new regulations concerning market access and cross-border data flows.

Persons: Marko Papic Organizations: China, Clocktower Group

☆ China says it plans to boost these industries. Stocks to play the trend
▼ + stars: | 2024-03-10 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +6 min

"MS' Economics team believes that the announced fiscal package is insufficient to boost the economy as fiscal package remains supply-centric," Wang said. "Policy support for developing advanced production capacity will lead to increased capex in associated value chains like the industrials and IT sectors," the HSBC analysts said. All four stocks are listed in Shenzhen: Inovance — as a seller of factory automation components, Inovance should "benefit from the recovery of the discrete automation market in 2024," the HSBC analysts said. The HSBC analysts expect Innolight to increase its sales of its most advanced product, and introduce an even better product in the fourth quarter. Sanqi Entertainment — HSBC analysts expect this gaming stock can nearly double to 36 yuan a share.

Persons: Steven Sun, Wu Qing, Morgan Stanley, Laura Wang, Wang, Xi Jinping, Michael Bloom Organizations: Beijing, Authorities, HSBC, Finance, Information, Inovance, Naura Tech, Sanqi Entertainment — HSBC Locations: China, HSBC China, Shanghai, Beijing, Chongqing —, Shenzhen

☆ Chinese stocks are trying to rebound. This is the trade to watch to know if the turnaround is for real
▼ + stars: | 2024-02-11 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +4 min

Mainland Chinese stocks are trying to rebound from five-year lows and it's starting to look like Beijing is willing to take some action. "My question is, would a recovery in [the] Chinese economy and the stock market be the end to that multi-year rally in Chinese bonds?" If Chinese bond yields started to climb, that would likely indicate investors were rotating out, Papic pointed out. Mainland Chinese stock markets are closed and don't re-open until Monday, Feb. 19. They expect if sentiment remains weak, foreign capital still has scope to sell out of mainland Chinese and Hong Kong stocks.

Persons: Clocktower, Marko Papic, Xi Jinping, Papic, Nomura, Yi Huiman, Wu Qing, — CNBC's Michael Bloom Organizations: Bloomberg, U.S ., Shanghai Stock Exchange, Eurasia Group, Hong, UBS, Naura Technology Locations: Beijing, Shanghai, China, U.S, Hong Kong, Eurasia, Shenzhen, Sungrow

☆ Clocktower's chief strategist says Chinese stocks will likely rally 10% to 15% from here
▼ + stars: | 2024-02-07 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +3 min

Jason Lee | APBEIJING — Chinese stocks will likely climb by at least 10% in coming days as authorities signal concerted support efforts, said Marko Papic, partner and chief strategist at Clocktower Group. Mainland Chinese stocks traded mostly higher Wednesday, following gains on Tuesday. A "10% to 15% rally in Chinese equities is likely in coming trading days," he said. Papic said he's been bearish on Chinese stocks for the past 12 months, and didn't rule out the possibility the latest rally "could be a dead cat bounce." Chinese stocks are still down for the year so far, following a 2023 marked by losses.

Persons: Jason Lee, Marko Papic, Papic, Xi Jinping, he's, Clocktower, Xi Organizations: AP BEIJING, Clocktower, U.S, Financial Regulatory Administration, China Securities Regulatory Commission, CNBC Locations: Beijing, China, Shanghai

☆ China is in the middle of a secular stagnation, says Clocktower Group's Marko Papic
▼ + stars: | 2024-02-06 | 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 EmailChina is in the middle of a secular stagnation, says Clocktower Group's Marko PapicMarko Papic, Clocktower Group chief strategist, joins 'Squawk Box' to discuss the upcoming U.S.-China economic talks, state of China's economic woes, risks of escalation in the Middle East, managing geopolitical risk, and more.

Persons: Clocktower Group's Marko Papic Marko Papic Organizations: China, Clocktower Group Locations: U.S, China

☆ While Chinese stocks search for a bottom, analysts say these shares are poised to bounce
▼ + stars: | 2024-02-04 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +4 min

Chinese stocks have given up much of their recent gains as investors debate whether the bottom is really in. They screened for names with more than $1 billion in capitalization and expectations for earnings growth in the next two years. Such signals come at a time when Chinese stocks have sold off sharply. Chinese stocks – whether measured by those that trade in the mainland, Hong Kong or U.S. – have fallen for more than two years. "In the past Chinese companies grew rapidly, many companies' results grew exponentially," he said in Mandarin, translated by CNBC.

Persons: Evercore, Rachel Wang, Clocktower, Ye Yuhua, — CNBC's Michael Bloom Organizations: People's Bank of China, Seng Index, Shanghai, Morningstar, CNBC, Baidu, Li Auto Locations: U.S, Beijing, Hong Kong, China, Shanghai, Guangzhou

☆ Trump might be the only person who could negotiate with China as President, says analyst
▼ + stars: | 2024-01-16 | 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 EmailTrump might be the only person who could negotiate with China as President, says analystMarko Papic the Clocktower Group discusses how a 2024 Donald Trump presidential win could end up producing a trade deal with China.

Persons: Marko Papic, Donald Trump Organizations: Trump, Clocktower Locations: China

☆ Gaza’s economy is in ruins as Israel-Hamas war sets development back decades
▼ + stars: | 2023-11-24 | by ( Lee Ying Shan | ) www.cnbc.com time to read: +5 min

Mahmud Hams | Afp | Getty ImagesWar-battered Gaza's already fragile economy lies in ruins, much like its buildings, following more than a month of bombings by Israel after Hamas militants attacked the country in October. "Gaza's economy is 100% dependent on two sources of revenue: foreign aid and access to Israel's labor market. According to the United Nations, during the 1970s and 1980s, the Palestinian economy saw relatively strong capital inflows, largely due to remittances from Palestinian workers in Israel and the Gulf countries. Things changed after Hamas gained power in Gaza in 2006 when Israel relinquished its control of the enclave. The U.N. classifies Israel as an occupier state over the Palestinian territories of the West Bank and Gaza.

Persons: Khan Younis, Mahmud Hams, Gazans, Marko Papic, Kevin Klowden Milken, Kevin Klowden, Israel, Raja Khalidi, Klowden, Khalidi Organizations: Afp, Getty, United Nations, Food, Clocktower, CNBC, West Bank, Economic Policy Research, International Labor Organization, United Nations Development, Milken Institute, Palestine Economic Policy Research Institute, Hamas, Palestinian Authority Locations: Gaza, Mahmud, Israel, Ramallah, West, Santa Monica , California, Egypt, Palestine, Saudi, Palestinian

☆ President Biden could become very aggressive toward China, says Clocktower Group's Marko Papic
▼ + stars: | 2023-11-20 | 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 EmailPresident Biden could become very aggressive toward China, says Clocktower Group's Marko PapicMarko Papic, Clocktower Group chief strategist, joins 'The Exchange' to discuss U.S.-China relations following President Biden's meeting with Chinese President Xi, Taiwanese independence, and more.

Persons: Biden, Clocktower Group's Marko Papic Marko Papic, Biden's, Xi Organizations: Clocktower Group, U.S Locations: China

☆ Why oil is down since the Hamas-Israel conflict started and whether that can last
▼ + stars: | 2023-11-08 | by ( Spencer Kimball | ) www.cnbc.com time to read: +8 min

A risk premium should be present somewhere in oil prices, Papic wrote. "If the Hamas attack leads to a regional conflict in the world's most important oil producing geography, then oil prices should catch a bid… any bid. Beijing's crude oil imports rose in October, but the country's overall exports fell more than expected, indicating the global economy may be slowing. The biggest risk for oil prices is a decline in Iranian oil exports by 300,000 to 500,000 barrels per day, the bank cautioned. The U.S. House of Representatives last week passed a bill to harden sanctions on Tehran's crude exports in an overwhelming bipartisan vote following the Hamas' attacks.

Persons: Netanyahu, Marko Papic, Papic, Oil's, Ellen Wald, Wald, Ayatollah Ali Khamenei, Giovanni Staunovo, Staunovo, Joe Biden, Mike Rothman, Rothman Organizations: Brent, West Texas, Clocktower, U.S . Energy, UBS, OPEC, U.S . House, Iran's, Bank, World Bank, Gulf Cooperation Council, GCC, Washington, Cornerstone Analytics, JPMorgan Locations: Israel, @CL, Gaza, Yemen, Lebanon, Iran, Syria, China, U.S, Europe, Saudi Arabia, Russia, Strait, Hormuz, Ukraine, Riyadh, India, Japan, South Korea, Republic, Staunovo, Tehran, Gulf States

☆ An 'extended war'? Markets may be underestimating the Israel-Hamas conflict
▼ + stars: | 2023-10-11 | by ( Lee Ying Shan | ) www.cnbc.com time to read: +6 min

Oil prices jumped 4% on Monday before shrugging off those gains in subsequent sessions, and gold prices have inched higher by a little over 1% since the attack. "Global markets have yet to fully price the inflation risks from developments — from higher oil prices and more defense spending," Savage cautioned. That would cause the premium [of oil prices] to go higher," said Rapidan Energy Group's President Bob McNally. This could spike oil prices well north of $150 per barrel," Alpine Macro said in a note following the incursion. One analyst is of the view that even if the conflict prolongs, its implications on global markets is still largely contained.

Persons: Sameh, BNY Mellon, shrugging, BNY, Bob Savage, Savage, Amir Cohen, Bob McNally, McNally, Antony Blinken, Marko Papic, Mahmud Hams Organizations: Nurphoto, Hamas, U.S ., Swiss, BNY, Stockholm International Peace Research Institute, Reuters, Energy, United Nations, U.S, ., NBC News, Palestinian Health Ministry, Clocktower Group, CNBC, Brigades, Afp, Getty Locations: Gaza City, Israel, Palestinian, Gaza, Ukraine, Stockholm, U.S, Ashkelon, Iran, United States, Persian, Mahmud

☆ Chinese stocks could break out if Beijing unveils economic stimulus, says Clocktower's Papic
▼ + stars: | 2023-07-05 | 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 EmailChinese stocks could break out if Beijing unveils economic stimulus, says Clocktower's PapicMarko Papic, Clocktower Group chief strategist, joins 'Squawk on the Street' to discuss why Papic is bullish on China, what will pick up Chinese equities in the second half of the year, and more.

Persons: Clocktower's Papic Marko Papic Organizations: Clocktower Group Locations: Beijing, China

☆ It is clear that Russia is destabilizing, says Clocktower Group's Marko Papic
▼ + stars: | 2023-06-26 | 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 EmailIt is clear that Russia is destabilizing, says Clocktower Group's Marko PapicFred Kempe, CEO of the Atlantic Council, and Marko Papic, chief strategist at the Clocktower Group, join 'The Exchange' to discuss pressure worsening on soft commodities, investment strategies relating to the Ukraine conflict, and uncertainty in Russia catalyzing oil prices.

Persons: Clocktower Group's Marko, Fred Kempe, Marko Papic Organizations: Atlantic Council, Clocktower Locations: Russia, Ukraine

☆ Watch CNBC's full interview with Clocktower's Marko Papic and Atlantic Council's Fred Kempe
▼ + stars: | 2023-06-26 | 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 EmailWatch CNBC's full interview with Clocktower's Marko Papic and Atlantic Council's Fred KempeFred Kempe, CEO of the Atlantic Council, and Marko Papic, chief strategist at the Clocktower Group, join 'The Exchange' to discuss pressure worsening on soft commodities, investment strategies relating to the Ukraine conflict, and uncertainty in Russia catalyzing oil prices.

Persons: Clocktower's Marko Papic, Fred Kempe Fred Kempe, Marko Papic Organizations: Atlantic Council, Clocktower Locations: Ukraine, Russia

☆ U.S.-China relations under increased strain following spy balloon incident
▼ + stars: | 2023-02-06 | 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 relations under increased strain following spy balloon incidentMarko Papic, partner and chief strategist at the Clocktower Group, joins 'Power Lunch' to discuss the U.S. and China relationship, the fallout from the Chinese spy balloon destruction and the U.S. regulatory crackdown.

☆ Adani Group Saga: India's market put to the test
▼ + stars: | 2023-01-31 | 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 EmailAdani Group Saga: India's market put to the testMarko Papic, chief strategist at Clocktower Group, joins 'Squawk Box' to discuss the takeaways from accusations against Asia's richest person, Gautam Adani, and what it means for the Indian market.

☆ China stocks could be the best global performers over the next six months, says Clocktower's Marko Papic
▼ + stars: | 2022-12-09 | 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 EmailChina stocks could be the best global performers over the next six months, says Clocktower's Marko PapicMarko Papic, Clocktower Group partner, joins 'The Exchange' to discuss how China's economic data will impact the global economy as well as Chinese stocks.

☆ This chart shows S&P 500 rally could resume if inflation has peaked
▼ + stars: | 2022-11-09 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

If inflation has peaked, then U.S. stocks have bottomed, according to strategists at Clocktower Group —and that's exactly what they think has happened. They then looked at the average S & P 500 return following peaks in the CPI since 1934, and found that the broad-market index rises. Economists also predict core CPI, which excludes volatile food and energy prices, to gain 0.5% month over month. Inflation figures came in hotter than expected for September , with CPI rising 0.4% month over month —more than the 0.3% Dow Jones estimate. While Clocktower strategists believe the bottom is in, they are urging caution right now.

☆ Papic: There is an opening for being long in Chinese tech stocks
▼ + stars: | 2022-11-02 | 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 EmailPapic: There is an opening for being long in Chinese tech stocksMarko Papic, Chief Strategist at Clocktower Group, joins Worldwide Exchange to discuss the recent bounce in Chinese tech stocks.

☆ Chinese premier may be a surprise to the upside for China stocks, says Clocktower Group's Marko Papic
▼ + stars: | 2022-10-24 | 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 EmailChinese premier may be a surprise to the upside for China stocks, says Clocktower Group's Marko PapicMarko Papic, Clocktower Group partner, joins 'The Exchange' to discuss President Xi, U.S.-Chinese relations and China stocks.

☆ Downside potential should not dissuade buyers from further investment, says UBS's Alli McCartney
▼ + stars: | 2022-10-18 | 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 EmailDownside potential should not dissuade buyers from further investment, says UBS's Alli McCartneyAlli McCartney from UBS and Marko Papic from Clocktower Group join 'Closing Bell' to discuss three factors needed to sustain a bear market rally, equity risk premiums going down due to high interest rates and forward predictions for oil markets.

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