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☆ What Trump's election victory means for global investors — and why it's different to 2016
▼ + stars: | 2024-11-12 | by ( Ganesh Rao | ) www.cnbc.com time to read: +6 min

President-elect Donald Trump's return to the White House has sent ripples through global financial markets, with many investors looking to recalibrate their portfolios for a dramatically different policy landscape ahead. Higher Treasury yields mean higher interest rates for corporate borrowers. Trump's tariffs Perhaps the biggest concern for investors globally is Trump's campaign promise of aggressive new tariffs , including the potential for a universal 10% tariff on all imports and a 60% tariff on Chinese goods. However, some Asian nations might benefit if higher tariffs on China prompt manufacturers to relocate. Europe Most analysts agree that U.S. trade tariffs are likely to hurt Europe, with some companies able to navigate the challenges better than others.

Persons: Donald Trump's, Russell, Mislav Matejka, David Seif, Goldman Sachs, Gareth Leather, Macquarie, Aditya Suresh, Mark Diethelm, Diethelm, Emmanuel Cau, — CNBC's Michael Bloom Organizations: White, Republican, Trump, U.S, Nasdaq, Treasury, Nomura, Federal Reserve, Asia Capital Economics, Capital Economics, U.S ., Union, Morningstar, Logitech, Barclays Locations: Congress, Treasurys, Trump's, U.S, United States, Korea, Taiwan, China, Vietnam, Asia, India, Europe

☆ Europe is seen as a loser of a Trump presidency, Barclays strategist says
▼ + stars: | 2024-11-07 | 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 EmailEurope is seen as a loser of a Trump presidency, Barclays strategist saysEmmanuel Cau, head of European equity strategy at Barclays, discusses the outlook for European stocks following Donald Trump’s historic U.S. election victory.

Persons: Emmanuel Cau, Donald Trump’s Organizations: Trump, Barclays

☆ UK equities are cheap and aggregate, says strategist
▼ + stars: | 2024-10-16 | 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 EmailUK equities are cheap and aggregate, says strategistPeter Toogood, chief investment officer at Embark Group, discusses U.K. and European equity markets and the productivity issues affecting them.

Persons: Peter Toogood

☆ China's stimulus has improved backdrop for European stocks, strategist says
▼ + stars: | 2024-10-16 | 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 EmailChina's stimulus has improved backdrop for European stocks, strategist saysBenedicte Lowe, equity and derivatives strategist for Europe at BNP Paribas, comments on the outlook for European equity markets and the impact of Chinese stimulus.

Persons: Benedicte Lowe Organizations: BNP

☆ It takes more than a year for monetary policies to come through, BofA strategist says
▼ + stars: | 2024-09-25 | 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 EmailIt takes more than a year for monetary policies to come through, BofA strategist saysSebastian Raedler, head of European equity strategy at the Bank of America, discusses the impact of the Fed monetary policy on the U.S. market at the BofA Financials CEO conference in London.

Persons: Sebastian Raedler Organizations: Bank of America Locations: London

☆ Markets are 'selling first and thinking later,' Barclays strategist says
▼ + stars: | 2024-08-02 | 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 EmailMarkets are 'selling first and thinking later,' Barclays strategist saysEmmanuel Cau, head of European equity strategy at Barclays, points to pockets of opportunity in what he describes as an "indiscriminate" global sell-off.

Persons: Emmanuel Cau Organizations: Barclays

☆ ASML remains one of our top AI calls, strategist says
▼ + stars: | 2024-07-30 | 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 EmailASML remains one of our top AI calls, strategist saysGeorges Debbas, head of European equity and derivatives strategy at BNP Paribas Markets, comments on what's spooking investors when it comes to artificial intelligence and big tech trades, and why ASML remains one of his largest calls.

Persons: Georges Debbas Organizations: BNP

☆ Bank of America strategist says it's time to get bearish
▼ + stars: | 2024-07-22 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

As stocks pull back from all-time highs, a top Bank of America strategist warned investors to be cautious, citing a series of economic indicators that have historically signaled the end of a rally. "Historically, whenever the unemployment rate has started to rise, it has never gone down again. The unemployment rate unexpectedly climbed to 4.1% in June , tied for the highest level since October 2021. The strategist added that such conditions typically lead to higher risk premiums and lower asset prices, especially given the current elevated market levels. The Bank of America strategist also expressed concern about consumer confidence, which he described as "collapsing."

Persons: Sebastian Raedler, Raedler, Hani Redha, Redha, Peter Lynch Organizations: Bank of America, . Treasury, University of Michigan, Pine, Investments Locations: U.S

☆ UK's Labour Party policies expected to be relatively business friendly, says Citi's Beata Manthey
▼ + 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 EmailUK's Labour Party policies expected to be relatively business friendly, says Citi's Beata MantheyBeata Manthey, head of European equity strategy at Citigroup, and Wilfred Frost, Sky News anchor and CNBC contributor, join 'The Exchange' to discuss European elections, the impact to markets, and more.

Persons: Citi's Beata Manthey Beata Manthey, Wilfred Frost Organizations: UK's Labour Party, Citigroup, Sky News, CNBC

☆ Wall Street banks name 10 UK stocks to benefit from Labour landslide win
▼ + stars: | 2024-07-05 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

The U.K.'s center-left Labour Party has won a substantial parliamentary majority in the country's general election, unseating the incumbent Conservatives after 14 years. Manthey and her team picked the FTSE 250 index , which can be traded through exchange-traded funds such as iShares FTSE 250 UCITS ETF or Vanguard FTSE 250 UCITS , over the large-cap index FTSE 100 , as their "preferred post-election trade." The strategists, however, cautioned that historical data pointed toward lackluster returns immediately after the election results. More broadly, the investment bank's economist Anna Titareva said U.K. markets remain "heavily discounted" since after Brexit. After the election results were confirmed, they reiterated their stock preferences: Taylor Wimpey and Persimmon .

Persons: Beata Manthey, Manthey, Anna Titareva, Titareva, Anthony Codling, Taylor Wimpey, Gleeson, Bellway, Investec Organizations: Labour Party, Labour, Vanguard, UBS, Companies, FTSE, FTMC, RBC Capital Markets, Jefferies, Genuit Locations: Swiss

☆ Markets unfazed as Donald Trump has much better debate night than Joe Biden
▼ + stars: | 2024-06-28 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +8 min

London CNN —President Joe Biden had a shaky performance in last night’s presidential debate, triggering panic in the Democrat camp. Former President Donald Trump, meanwhile, repeated multiple falsehoods while doubling down on his record of cutting taxes and hiking tariffs during his first presidential term. If repeated in a second Trump term, many economists fear that kind of agenda could stoke inflation at a critical moment and add to America’s rapidly growing debt mountain. That could pull the typical year-end election relief rally forward, said Ed Clissold, chief US strategist at Ned Davis Research. The US dollar has also been reactive — it edged higher as initial CNN polling found that Trump was viewed as the winner of the debate.

Persons: Joe Biden, Donald Trump, shrugged, ”, Keith Lerner, Barack Obama, Trump, Lerner, Ed Clissold, Ned Davis, Antonio Ernesto Di Giacomo, “, Goldman Sachs ’ Scott Rubner, Jonas Goltermann, Emmanuel Macron, Katie Nixon, France’s, CDK, Ramishah Maruf, Eva Rothenberg, aren’t, they’ve, Scott Campbell, CNN they’ve, Jordan Valinsky, Tim Wentworth Organizations: London CNN, Democrat, Trump, “, Biden, Ned, Ned Davis Research, Investors, Capital Economics, CNN, Renaissance, Northern Trust Wealth Management, CAC, CDK, Auto, Capital City Buick GMC, Bloomberg, Walgreens Locations: France, “, North America, United States, Canada, Berlin , Vermont, Eastern Europe, America

☆ Tech rally 'broadening out' to other sectors, Deutsche Bank strategist says
▼ + stars: | 2024-06-27 | 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 EmailTech rally 'broadening out' to other sectors, Deutsche Bank strategist saysMaximilian Uleer, head of European equity & cross asset strategy at Deutsche Bank Research, says the tech stock rally looks set to extend to other sectors.

Persons: Maximilian Uleer Organizations: Email Tech, Deutsche Bank, Deutsche Bank Research

☆ The stock market is having its best election year ever
▼ + stars: | 2024-06-24 | by ( Nicole Goodkind | Matt Egan | ) edition.cnn.com time to read: +9 min

The S&P 500 alone has generated an average return of 7% during presidential election years since 1952, according to LPL Financial. If you limit that to election years in which the incumbent president is running for reelection, the average jumps to 12.2%. Yes, but: Market volatility in an election year tends to pick up in October and there are many months left in this cycle with potential surprises to come. “An autumn pullback fits well time wise with potential downside earnings revisions, make-or-break decision time for the Fed, and election uncertainty. The first round of the French election will be held on June 30, with a second round on July 7.

Persons: Goldman Sachs —, Ed Clissold, Ned Davis, they’re, It’s, Goldman Sachs ’ Scott Rubner, “, ”, Mark Hackett, Scott Chronert, Goldman Sachs, Joe Biden, Donald Trump, Jim Reid, There’s, Emmanuel Macron, Katie Nixon, Chris Isidore ., they’ve, Samantha Murphy Kelly, ChatGPT —, Siri —, OpenAI, Siri, ChatGPT, hasn’t, — Organizations: London CNN — Traders, Investors, White, Ned, Ned Davis Research, Nasdaq, Citigroup, Goldman, Barclays, Deutsche Bank, UBS, Deutsche, Fed, United, Labour Party, Renaissance, Northern Trust Wealth Management, Alaska Airlines, Alaska —, Southwest —, Southwest, Railway Labor, Apple, Apple Intelligence, Microsoft, Google, Meta, Samsung, Cyberspace Administration, Wall, IDC Locations: United States, France, “, Alaska, China

☆ Morningstar: The selloff in European markets is largely overdone
▼ + stars: | 2024-06-17 | 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 EmailMorningstar: The selloff in European markets is largely overdoneMorningstar European equity strategist Michael Field says despite the recent downturn in Europe equities, there are still plenty of opportunities for investors.

Persons: Michael Field Organizations: Morningstar

☆ Citi downgrades European stocks to neutral
▼ + stars: | 2024-06-17 | 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 EmailCiti downgrades European stocks to neutralBeata Manthey, head of European Equity Strategy at Citi Research, joins CNBC's 'The Exchange' to discuss increasing risk in Europe in the wake of EU's elections, how investors can position, and more.

Persons: Beata Manthey Organizations: Citi, Equity, Citi Research Locations: Europe

☆ Snap election will drive up volatility over the coming weeks, says Deutsche Bank's Uleer
▼ + stars: | 2024-06-11 | 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 EmailSnap election will drive up volatility over the coming weeks, says Deutsche Bank's UleerMaximilian Uleer, Deutsche Bank's head of European equity and cross-asset strategy, joins 'Money Movers' to discuss how to measure the impacts of recent events in Europe, whether the moves in the French market index are an overreaction, and what the European markets are afraid of.

Persons: Bank's, Bank's Uleer Maximilian Uleer Organizations: Bank's Uleer, Deutsche Locations: Europe

☆ Mixed data means ECB could take a cautious approach to further interest rate cuts, strategist says
▼ + stars: | 2024-06-06 | 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 EmailMixed data means ECB could take a cautious approach to further interest rate cuts, strategist saysEmmanuel Cau, head of European equity strategy at Barclays, discusses the European Central Bank’s highly anticipated monetary policy meeting and says that investors will be closely monitoring ECB President Christine Lagarde’s press conference for clues on the expected number of interest rate cuts later in the year.

Persons: Emmanuel Cau, Christine Lagarde’s Organizations: Barclays, Central

☆ European stocks head for lower open ahead of fresh inflation data
▼ + stars: | 2024-05-31 | by ( Karen Gilchrist | ) www.cnbc.com time to read: +1 min

European stocks are poised for a lower open Friday, reversing gains from the previous session as investors await fresh inflation data. Euro zone inflation data due later in the session will by closely watched by investors for a signal on the path for monetary policy. Regional markets closed higher Thursday, shaking off negative sentiment from the previous two sessions as rising bond yields weighed on investor sentiment. U.S. stock futures ticked lower Friday as investors assessed the latest set of corporate earnings and looked ahead to a key inflation report. In Asia Pacific, markets rose on the back of fresh data from major economies across the region.

Organizations: Gross Locations: Italy, Asia Pacific

☆ European markets hit record highs
▼ + stars: | 2024-05-10 | 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 EmailEuropean markets hit record highsEmmanuel Cau, Barclays head of European equity strategy, joins 'Money Movers' to discuss the recent performance of European equity markets, whether geopolitical risk appears to be draining out of the market, and more.

Persons: Emmanuel Cau Organizations: Barclays

☆ 'Beaten up' UK homebuilders could get the biggest boost from interest rate cuts, strategist says
▼ + stars: | 2024-05-10 | 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 Email'Beaten up' UK homebuilders could get the biggest boost from interest rate cuts, strategist saysMichael Field, European equity market strategist at Morningstar, discusses the outlook for European sectors and says homebuilders, particularly in the U.K., could see the biggest boost should the Bank of England start cutting interest rates.

Persons: Michael Field Organizations: Morningstar, Bank of England

☆ Breaking down the next leg of the European equity rally
▼ + stars: | 2024-05-08 | 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 EmailBreaking down the next leg of the European equity rallyMaximilian Uleer, Head of European Equity and Cross Asset Strategy at Deutsche Bank, and Kristina Hooper, Chief Global Market Strategist at Invesco, discuss the European rally as the STOXX 600 and FTSE 100 hit fresh all-time highs.

Persons: Maximilian Uleer, Kristina Hooper Organizations: European Equity, Cross, Deutsche Bank, Chief Global

☆ UBS names top luxury stocks as market shifts toward 'quality'
▼ + stars: | 2024-04-22 | 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 EmailUBS names top luxury stocks as market shifts toward 'quality'Gerry Fowler, UBS's head of European equity strategy, names his top luxury picks, as the market shifts in favor of '"quality" stocks.

Persons: Gerry Fowler, UBS's Organizations: UBS

☆ Small-caps set to gain as interest rate cuts come through, UBS says
▼ + stars: | 2024-04-22 | 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 EmailSmall-caps set to gain as interest rate cuts come through, UBS saysGerry Fowler, UBS's head of European equity strategy, says small-cap stock performance looks set to improve as central bank interest rate cuts play out.

Persons: Gerry Fowler, UBS's Organizations: UBS

☆ Feeling FOMO over Reddit or Truth Social? Here's another way to cash in on meme stocks
▼ + stars: | 2024-04-03 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Meme stocks, which gained popularity through social media platforms like Reddit and Twitter, have attracted retail investors looking to make a quick profit. In 2021, GameStop shares skyrocketed by more than 1,500% in just a few weeks, driven by a coordinated effort from retail investors on the Reddit forum r/WallStreetBets . This means that retail investors are often in a disadvantaged position when trading. Cashing in So, what can investors do to capitalize on the trading phenomenon without taking on the risks associated with meme stocks? Gooch-Peters suggests looking at the exchanges themselves, citing Intercontinental Exchange (ICE) as an example.

Persons: Hannah Gooch, Peters, Gooch, Gerry Fowler, Fowler Organizations: GameStop, Sanlam Investments, Twitter, UBS, Intercontinental Exchange, ICE, Quality, New York Stock Exchange, Nasdaq, CBOE

☆ This payments firm has Nvidia-like profit margins — and it's even more sustainable, investor says
▼ + stars: | 2024-04-01 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Gooch-Peters pointed to Visa — which has a 60% operating profit margin — as a more sustainable investment opportunity. This creates a strong competitive moat and helps to sustain the company's high profit margins over time. Gerry Fowler, chief European equity strategist at UBS, echoed the sentiment about the importance of a company's competitive moat while picking stocks. The UBS strategist pointed to the attempts of Apple, then the world's biggest company, to break into the payments network sector. The UBS strategist also cautioned that impenetrable moats might sometimes pose a downside risk to investors.

Persons: Hannah Gooch, Peters, you've, Gooch, London Business School . Gooch, " Gooch, Gerry Fowler, Fowler, Flower Organizations: Nvidia, Sanlam Investments, CNBC, London Business School, Visa, Sanlam's, Quality, UBS, Apple, world's, MasterCard, Apple Card, Mastercard, U.S

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