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☆ What the market says about the state of semiconductors
▼ + stars: | 2024-11-15 | 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 EmailWhat the market says about the state of semiconductorsJeff deGraaf, Renaissance Macro Research chairman, joins CNBC's 'Closing Bell' to discuss what the markets are showing with the post-election rally pause, why semiconductors are moving down, and more.

Persons: Jeff deGraaf Organizations: Macro

☆ Why Chinese stocks will climb another 50% from current levels, research CEO says
▼ + stars: | 2024-10-11 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +4 min

Chinese stocks are poised for a huge run-up in the next year, according to Renaissance Macro's Jeff deGraaf. Other notable investors have been looking to buy the dip in Chinese stocks amid continued stimulus efforts. Other traders on Wall Street have shown interest in buying the dip in Chinese equities, despite fear that Beijing's economic slowdown could stick around. Other strategists on Wall Street have made bullish calls on Chinese equities in recent weeks, with eyes on continued stimulus measures in Beijing. Goldman Sachs predicted China's stock market could rally another 20%, thanks to "more substantial policy measures" and Chinese stocks being oversold, strategists said in a note.

Persons: Jeff deGraaf, —, deGraaf, Beijing didn't, Mario Draghi, Michael Hartnett, Yuan Wei, Yuan, Goldman Sachs Organizations: Service, Macro, CSI, Bloomberg, Beijing, Investors, Bank of America, Investment Fund Management Co Locations: —, Beijing, China, Wall, Shenzhen, Hong Kong

☆ Investors slam the brakes on the hottest trade going in the market
▼ + stars: | 2024-10-08 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

But he did not announce any major new plans for ensuring economic health, leaving investors feeling underwhelmed. The iShares MSCI China ETF (MCHI) sank nearly 11%, on track for its worst day ever. The iShares China Large-Cap ETF, for example, soared 33% between Sept. 23 and Oct. 7. Morgan Stanley strategist Laura Wang on Tuesday revised price targets for the major Chinese stock market indexes, suggesting no room for further gains compared with current levels. "Today's press conference at least in the near term reinforces such belief, in our view, and the stock market could see more divergence at individual stock level."

Persons: Zheng Shanjie, Bilibili, Nio, Ray Dalio, FXI, Jeff deGraaf, David Tepper, Morgan Stanley, Laura Wang, Wang, Merrill Lynch, Helen Qiao, Xiangrong Yu, Yu Organizations: National, Reform Commission, CSI China Internet, Billionaire, Bridgewater Associates, Greenwich Economic, Appaloosa Management, U.S . Federal Reserve, Wynn Resorts, Sands, Macau — Locations: China, Greenwich, Greenwich , Connecticut, Beijing, Macau, Tuesday's, U.S

☆ China has unabashed momentum and it's very, very bullish, says Renaissance Macro's Jeff deGraaf
▼ + stars: | 2024-10-04 | 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 has unabashed momentum and it's very, very bullish, says Renaissance Macro's Jeff deGraafJeff deGraaf, Renaissance Macro chairman and head of technical research, joins 'Closing Bell' to discuss deGraaf's recent note on China, why the rally in Chinese stocks may just be getting started, and much more.

Persons: Jeff deGraaf Jeff deGraaf Organizations: China Locations: China

☆ There's more upside gain than downside risk in China rally, says Renaissance Macro's Jeff deGraaf
▼ + stars: | 2024-09-27 | 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 EmailThere's more upside gain than downside risk in China rally, says Renaissance Macro's Jeff deGraafJeff deGraaf, Renaissance Macro chairman, joins 'Closing Bell' to discuss the rally in China stocks and if now is the time to get into the market.

Persons: Jeff deGraaf Jeff deGraaf Locations: China

☆ Good opportunity to buy into weakness with the Nikkei, says Renaissance's Jeff DeGraaf
▼ + stars: | 2024-07-29 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGood opportunity to buy into weakness with the Nikkei, says Renaissance's Jeff DeGraafJeff DeGraaf, Renaissance Macro Research chairman, joins 'Closing Bell Overtime' to talk bitcoin, copper, the Japanese Nikkei and more.

Persons: Jeff DeGraaf Jeff DeGraaf Organizations: Nikkei, Macro, Japanese Nikkei Locations: Japanese

☆ Market rotation builds momentum
▼ + stars: | 2024-07-15 | 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 EmailMarket rotation builds momentumJeff deGraaf, Renaissance Macro Research founder and chairman, joins 'Closing Bell' to discuss the latest market moves and predictions.

Persons: Jeff deGraaf Organizations: Macro Research

☆ Semiconductor stocks just capped off a strong start to 2024. What to expect in the second half
▼ + stars: | 2024-07-05 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

Wall Street is sticking with semiconductor stocks after its hot start to the year. SMH YTD mountain Share performance in 2024 That said, many investors and analysts expect another strong glide path for the industry in the second half. "The AI theme continues to remain very strong," said CFRA Research analyst Angelo Zino, who holds a buy rating on Nvidia. Many on Wall Street view this upcycle as a significant tail wind for Micron Technology as the industry edges out of its trough. But many on Wall Street viewed the sell-off as a buying opportunity , with Goldman Sachs analyst Toshiya Hari expecting market share gains in high-bandwidth memory.

Persons: frothiness, Angelo Zino, you've, Ken Mahoney, John Belton, we're, Management's Paul Meeks, that's, Harlan Sur, Baird, Ted Mortonson, Jeff deGraaf, CNBC's, Gabelli's Belton, Belton, Meeks, Goldman Sachs, Toshiya Hari, Hari, CFRA, Zino, Baird's Mortonson Organizations: VanEck Semiconductor, Nvidia, Devices, CFRA, Gabelli Funds, Broadcom, JPMorgan, KLA Corp, Cadence Design Systems, Micron Technology, Micron, Qualcomm, Apple Locations: unchartered

☆ S&P 500 returns 15% in the first half in an unusually smooth ride
▼ + stars: | 2024-06-29 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

A 15% year-to-date total return in the S & P 500 is the 21 st best run through June since 1900, according to Goldman Sachs. The S & P 500 since the October 2023 correction low is up 33% for an annualized total return pace of 56%. The S & P has gone eight sessions without a move of as much as half a percent. True in magnitude: The market-cap-weighted S & P 500 has outgained its equal-weighted version by more than ten percentage points this year. Not only haven't up days been broadly inclusive, the direction of the S & P 500 has been running inverse to the daily breadth over the past month.

Persons: Goldman Sachs, Sharpe, it's, we'd, I've, What's, Jeff deGraaf, Trump, We've, Poor's, what's Organizations: Nvidia, Walgreens, Nike, Apple, Technology, Communication Services Locations: hiccups

☆ Stock futures are little changed after Nasdaq Composite registers worst day since April: Live updates
▼ + stars: | 2024-06-24 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2024. Stock futures were flat in overnight trading after a selloff in favored technology names brought the Nasdaq Composite to its worst day since April. During the regular session, the Dow Jones Industrial Average bucked Monday's selloff, adding nearly 261 points, or 0.67%. The S&P 500 dropped 0.31%, while the Nasdaq Composite shed 1.09% for its worst day since April as investors rotated out of semiconductors. Wall Street is looking ahead to earnings from FedEx and Carnival on Tuesday as the season nears its end.

Persons: Jeff deGraaf, CNBC's Organizations: New York Stock Exchange, Stock, Nasdaq, Dow Jones, SolarEdge Technologies, Pool Corp, Nvidia, Qualcomm, Broadcom, FedEx, Richmond Fed Locations: New York City, U.S

☆ The summer is historically tough for semis, says Renaissance Macro's Jeff deGraaf
▼ + stars: | 2024-06-24 | 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 summer is historically tough for semis, says Renaissance Macro's Jeff deGraafJeff deGraaf, Renaissance Macro Research, joins 'Closing Bell' to discuss the market rotation and the headwinds for the semiconductor sector.

Persons: Jeff deGraaf Jeff deGraaf Organizations: Macro

☆ The revived craze for GameStop is confusing Wall Street. It's 'not in a position to be profitable'
▼ + stars: | 2024-05-13 | by ( Yun Li | ) www.cnbc.com time to read: +3 min

The return of "Roaring Kitty" sparked a jaw-dropping advance in GameStop shares Monday, but such a speculative rally in an unprofitable company will likely end badly once again. Roaring Kitty, the man who inspired the meme stock mania of 2021, resurfaced online with a cryptic image showing a man in a chair leaning forward. GME 5D mountain GameStop Pachter has a underperform rating on GameStop and a $5.60 price target. At Monday's peak, GameStop hit $38.20. During 2021's mania, GameStop shares hit an all-time high of $120.75 intraday, adjusted for a subsequent 4-for-1 stock split in the summer of 2022.

Persons: Kitty, Michael Pachter, Pachter, Jeff deGraaf, he's, deGraaf, Jerome Powell, Bernstein, Mark Schilsky Organizations: GameStop, CNBC, Federal Reserve, Macro

☆ Here's why Renaissance's Jeff Degraaf is bullish on China
▼ + stars: | 2024-04-29 | 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 EmailHere's why Renaissance's Jeff Degraaf is bullish on ChinaJeff deGraaf, Renaissance Macro Research chairman, joins 'Closing Bell' to discuss his market outlook and bullish attitude toward China.

Persons: Jeff Degraaf, China Jeff deGraaf Organizations: Macro Locations: China

☆ Gold still has more upside duration ahead, says Renaissance Macro's Jeff deGraaf
▼ + 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 EmailGold still has more upside duration ahead, says Renaissance Macro's Jeff deGraafJeff deGraaf, Renaissance Macro Research chairman and CEO, joins 'Closing Bell' to discuss technicals for commodities and energy.

Persons: Jeff deGraaf Jeff deGraaf Organizations: Macro

☆ Room for Nvidia's stock to consolidate and absorb momentum, says Renaissance Macro's deGraaf
▼ + stars: | 2024-03-11 | 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 EmailRoom for Nvidia's stock to consolidate and absorb momentum, says Renaissance Macro's deGraafJeff Degraaf, Renaissance Macro Research chairman and CEO, joins 'Money Movers' to discuss what deGraaf expects to happen to Nvidia's stock, if investors will have more chances to get invested in Nvidia, and more.

Persons: Jeff Degraaf Organizations: Macro, Nvidia

☆ Nvidia's rally has 'stalled' and could be stuck for months, says Renaissance Macro chair
▼ + stars: | 2024-03-11 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Nvidia 's long rally could be giving way to a consolidation period that lasts for months, according to Renaissance Macro Research chairman Jeff DeGraaf. "I think we're stalled here for Nvidia," DeGraaf said Monday on CNBC's "Money Movers ." This combination of a big rally plus elevated trading activity suggests that the stock is overheated, according to DeGraaf. The stock was trading near the $870 level on Monday. This period could take three to six months, DeGraaf said, and he compared it to a brief slump Nvidia had last summer.

Persons: Jeff DeGraaf, DeGraaf, It's Organizations: Nvidia, Macro

☆ Move on from Apple, tactically: Renaissance Macro Research CEO
▼ + stars: | 2024-03-04 | 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 EmailMove on from Apple, tactically: Renaissance Macro Research CEOJeff deGraaf, Renaissance Macro Research chairman and CEO, joins 'Closing Bell' to discuss watching the market for momentum exhaustion.

Persons: Jeff deGraaf Organizations: Apple, Macro

☆ Stocks end 2023 with a 4th-quarter rally and many soft landing converts. Breaking down the '24 outlook
▼ + stars: | 2023-12-30 | by ( Michael Santoli | ) www.cnbc.com time to read: +9 min

.SPX YTD mountain S & P 500, YTD As for the "too far, too fast" argument, it's worth recalling that all the S & P 500 has done is nearly complete an almost-symmetrical two-year round trip. Ned Davis Research U.S. strategist Ed Clissold looked back at prior times the S & P 500 has gone more than a year without making a record high. This is always a tricky proposition – cash that leaves money markets to buy stocks leaves the seller of the stocks with cash. For one thing, $6 trillion is only about 12% of total U.S. equity market cap, near the lower end of its historical range. At the 2009 market low money markets were 50% of equity market cap.

Persons: —, we've, Jason Goepfert, Jeff deGraaf, Ned Davis, Ed Clissold, Jerome Powell, it's, Cash Organizations: Federal Reserve, Fed, Timely, National Association of Active Investment, Ned Davis Research, Investment, of

☆ Renaissance Macro's Jeff deGraaf gives the technical take for 2024
▼ + stars: | 2023-11-27 | 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 EmailRenaissance Macro's Jeff deGraaf gives the technical take for 2024Jeff deGraaf, Renaissance Macro Research chairman, joins 'Closing Bell' to discuss the market setup and the technicals he's seeing.

Persons: Jeff deGraaf Organizations: Macro

☆ Focus on the trend of price not of breadth, says Renaissance's Jeff DeGraaf
▼ + stars: | 2023-11-10 | 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 EmailFocus on the trend of price not of breadth, says Renaissance's Jeff DeGraafJeff DeGraaf, Renaissance Macro Research, joins 'Closing Bell' to discuss his year-end level expectation, Disney and market trends.

Persons: Jeff DeGraaf Jeff DeGraaf Organizations: Macro

☆ The Dow is nearing the dreaded 'death cross.' What investors should know
▼ + stars: | 2023-11-01 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

If the two cross over, it would form the dreaded "death cross," which can indicate that momentum is weakening or sentiment is souring — and more downside could be on the horizon. It would be the first death cross for the average since late 2022. 'Something bad could happen' The threat of a death cross also underscores challenges specific to the Dow this year. Oppenheimer managing director Ari Wald advised investors to stay away from indexes near or at the death cross like the Dow or the Russell 2000 . Ultimately, technical analysts argue the death cross is both an important yet flawed measure.

Persons: Todd Walsh, Jeff deGraaf, That's, deGraaf, John Kolovos, Dow, Kolovos, Alpha Cubed's Walsh, Oppenheimer, Ari Wald, Russell Organizations: Dow Jones, Dow, Alpha Cubed Investments, Macro, Nasdaq, Federal Reserve

☆ Renaissance's Jeff Degraaf explains why he's bullish on the market
▼ + stars: | 2023-10-04 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRenaissance's Jeff Degraaf explains why he's bullish on the marketJeff DeGraaf, Renaissance Macro Research Chairman, joins 'Closing Bell Overtime' to break down the current market and why he has pivoted to a bullish stance.

Persons: Jeff Degraaf, Jeff DeGraaf Organizations: Macro

☆ Energy remains the cheapest sector in the market: Renaissance Macro's Jeff DeGraaf
▼ + stars: | 2023-08-28 | 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 EmailEnergy remains the cheapest sector in the market: Renaissance Macro's Jeff DeGraafJeff DeGraaf, Renaissance Macro chairman, joins 'Closing Bell' to discuss his bull case for energy.

Persons: Jeff DeGraaf Jeff DeGraaf Organizations: Email Energy

☆ The easy money phase of this rally is probably behind us, says Renaissance Macro's Jeff deGraaf
▼ + stars: | 2023-07-28 | 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 EmailThe easy money phase of this rally is probably behind us, says Renaissance Macro's Jeff deGraafJeff deGraaf, Renaissance Macro Research chairman, joins 'Squawk on the Street' to discuss the overall equity markets, whether the markets will continue to broaden their rally, and more.

Persons: Jeff deGraaf Jeff deGraaf Organizations: Macro

☆ Renaissance Macro's Jeff deGraaf is bullish on the market but still bearish on banking
▼ + stars: | 2023-06-27 | 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 EmailRenaissance Macro's Jeff deGraaf is bullish on the market but still bearish on bankingJeff deGraaf, Renaissance Macro Research chairman, joins 'Closing Bell' to discuss whether he believes the market is overbought or undervalued.

Persons: Jeff deGraaf Organizations: Macro

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