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Wall Street rallies on Election Day
  + stars: | 2024-11-05 | 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 EmailWall Street rallies on Election DayBarry Knapp, director of research at Ironsides Macroeconomics, joins CNBC's The Exchange to discuss how markets are reacting to the presidential election, responses to potential policy scenarios, and more.
Persons: Barry Knapp
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall business weakness is only thing preventing Treasury market from retesting 5%, says Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the state of the economy, the economic importance of the next nine days, state of the Treasury market, and more.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIronsides Macroeconomics' Barry Knapp on inflation trends and resetting rate cut expectationsBarry Knapp, Ironsides Macroeconomics director of research, joins CNBC's 'The Exchange' to discuss why inflation is trending higher, what the Fed's neutral target should be, and more.
Persons: Barry Knapp
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're already in a 'small business recession,' says Ironsides Macroeconomics' Barry KnappBarry Knapp, chief market strategist at Ironsides Macroeconomics, joins ‘The Exchange’ to discuss his take on the Fed’s 50 bps rate cut, what that means for the markets, and more.
Persons: Barry Knapp Barry Knapp
The survey shows 84% of the 27 respondents, including economists, fund managers and strategists, see the Fed cutting by a quarter percentage point, with 16% seeing a half-point decrease. That compares with 65% probability of a half-point cut now priced into fed futures markets. "That forecast is more in line with a hard landing than a soft landing." (One basis point equals 0.01%)Soft landing expectedThe major difference could be that survey respondents appear less worried about the economy overall than futures markets, and more convinced the Fed has time to enact gradual rate cuts. Seventy-four percent said the September rate cut comes in time to preserve a soft landing, with just 15% saying it's too late.
Persons: Jerome Powell, Andrew Harnik, John Donaldson, Barry Knapp, it's, Michael Englund, Guy LeBas, Janney Montgomery Scott Organizations: Federal Reserve, CNBC Fed Survey, CNBC, Haverford Trust Co, Ironsides, Fed
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall business sector is being overestimated by the BLS, says Ironsides Marcroeconomics' Barry KnappBarry Knapp, director of research at Ironsides Macroeconomics, joins 'The Exchange' to discuss his take on the Fed's actions towards rate cuts, what that means for the markets, and more.
Persons: Ironsides Marcroeconomics, Barry Knapp Barry Knapp Organizations: BLS
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's too early for a sustainable rally in small caps, says Ironsides Macroeconomics' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, the recent small caps rally, and more.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSofter labor market gives Fed incentive to cut rates 'sooner than later,' says UBS' Brian RoseMichael Kushma, Morgan Stanley Investment Management senior fixed income portfolio manager; Barry Knapp, Ironsides Macroeconomics managing partner; and Brian Rose, UBS senior economist, join CNBC's 'The Exchange' to discuss outlooks on the economy, expectation for rate cuts, and how to position.
Persons: Brian Rose Michael Kushma, Morgan, Barry Knapp, Brian Rose, CNBC's Organizations: UBS, Morgan Stanley Investment Management, Ironsides
This US Navy warship, at well over 200 years old, is not like the sea service's other ships, though. When it sets sail, the tall ship moves slowly, escorted by police boats and the Coast Guard and helicopters circling overhead. Today, it consists of three officers and around 80 enlisted Navy sailors — a mix of fleet returnees, meaning they've done previous tours, and individuals straight from boot camp. Jake Epstein/Business InsiderThe Constitution underway in the Boston Harbor on June 14. Flamini has worked as a medic during his three years with the old warship, but he also does pretty much anything else needed.
Persons: , Joshua Samoluk, George Washington, Simpson, Ironsides, she's, Cdr, Robert Dreitz, Jake Epstein, Taona Enriquez, " Enriquez, Dreitz, Andre Flamini, Flamini, Peter Ticich, Alec Morris, Morris, Casey Scoular Organizations: Service, Navy, Business, Coast Guard, US Navy, Charlestown Navy, Marines, Hanscom Air Force Base Locations: State, Boston, Charlestown, who's, Gulf, Aden, Iran, Yemen, France
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is having an 'unhealthy broadening out', says Ironsides Macroeconomics’ Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, state of the economy, what to make of the economic data this week, and more.
Persons: ’ Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe only way we would get rate cuts is if something broke, says Ironsides Macroeconomics' KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss Knapp's overall investing thesis, what the latest CPI print says about the economy, and more.
Persons: Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed 'shouldn't be using forward guidance,' says Ironsides Macroeconomics' Barry KnappBarry Knapp, director of research at Ironsides Macroeconomics, Paul McCulley, former PIMCO chief economist, and CNBC's Steve Liesman join 'The Exchange' to share outlooks on the Fed's rate stance.
Persons: Barry Knapp Barry Knapp, Paul McCulley, Steve Liesman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed 'is in no position to disinvert the curve', says Ironsides Macroeconomics’ Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, interest rate outlook, the Treasury market, and more.
Persons: ’ Barry Knapp Barry Knapp Organizations: Ironsides, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRegional banks will need to consolidate unless the Fed cuts rates aggressively, says Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, the state of the economy, regional banking crisis, the Fed's inflation fight, and more.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides
The long wait between S & P 500 all-time highs is a friendly factor for forward performance, as far as historical observations go. John Kolovos of Macro Risk Advisors says, "It is OK to be bullish on the stock market (S & P 500) just not the market of stocks (everything else)," from a trend-following perspective. Barry Knapp of Ironsides Macroeconomics calculates that the equal-weight S & P is one standard deviation cheap versus the market-cap-weighted index. Remarkably, the S & P 500 first pushed above 19-times forward earnings exactly four years ago, right before the Covid crash. Well, the S & P 500 has delivered an annualized total return near 11% in the four years since.
Persons: Ned Davis, Wayne Whaley, Whaley, I've, haven't, John Kolovos, Barry Knapp, Knapp, USTs, it's, hasn't Organizations: Ned Davis Research, Foresight, Federal, noncommittal, Nvidia, Nasdaq, Deutsche Bank
The Fed went too tight too fast, says David Bahnsen
  + stars: | 2023-11-24 | 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 EmailThe Fed went too tight too fast, says David BahnsenIronsides’ Barry Knapp and Bahnsen’s David Bahnsen, join 'Closing Bell: Overtime' to discuss the markets and economy.
Persons: David Bahnsen Ironsides ’ Barry Knapp, Bahnsen’s David Bahnsen
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'm in the '100 basis points of cuts' camp for 2024, says Ironsides Macroeconomics’ Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, Treasury market volatility, and more.
Persons: ’ Barry Knapp Barry Knapp Organizations: Ironsides, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe economy eventually will slow, says Santander's Stephen StanleyStephen Stanley, chief US economist at Santander, and Barry Knapp, director of research at Ironsides Macroeconomics, join 'The Exchange' to discuss inflation, growth in the fourth quarter, and more.
Persons: Santander's Stephen Stanley Stephen Stanley, Barry Knapp Organizations: Santander
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Santander's Stephen Stanley and Ironsides Macroeconomics' Barry KnappStephen Stanley, chief US economist at Santander, and Barry Knapp, director of research at Ironsides Macroeconomics, join 'The Exchange' to discuss inflation, growth in the fourth quarter, and more.
Persons: Santander's Stephen Stanley, Barry Knapp Stephen Stanley, Barry Knapp Organizations: Santander
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Ironsides Macroeconomics' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'The Exchange' to discuss the path to getting federal debt on a sustainable track, Fed actions injuring corporate balance sheets, and more.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed will pivot when they break something: Ironsides' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'The Exchange' to discuss the path to getting federal debt on a sustainable track, Fed actions injuring corporate balance sheets, and more.
Persons: Ironsides, Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigher energy prices won't cause Fed to tighten further, says Ironsides' KnappBarry Knapp, Ironsides Macroeconomics director of research, joins 'Squawk Box' to discuss what higher energy prices mean for the broader economy, if the last few rate hikes have been a mistake, and more.
Persons: Ironsides, Knapp Barry Knapp
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed hasn't contributed all that much to disinflation, says Ironsides Macroeconomics’ Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the Fed's rate hike campaign, why he believes the Fed's last three rate hikes were excessive and describes the current market environment as an 'unstable equilibrium', and more.
Persons: hasn't, ’ Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 10-year Treasury yield shows that the recession is coming, says Komal Sri-KumarKomal Sri Kumar, Sri-Kumar Global Strategies president, and Barry Knapp, Ironsides Macroeconomics director of research, join 'Squawk Box' to preview Fed's rate hike decision, the impact on the markets, what to look forward to for the rest of the year, and more.
Persons: Komal, Kumar Komal Sri Kumar, Barry Knapp Organizations: Kumar Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis level of treasury inversion in the past has triggered a recession, says Ironsides' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'The Exchange' to discuss treasury curve inversion, banks attempting to hedge interest rate risk with cheap deposits, and more.
Persons: Ironsides, Barry Knapp Barry Knapp Organizations: Ironsides
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