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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMui: We're bullish on U.S. equities... American exceptionalism on steroids. Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, highlights bullishness on U.S. equities due to pro-growth policies, despite tariff risks. She notes the resilience of the U.S. economy and rate cuts as positives.
Persons: Janet Mui Organizations: RBC Locations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRate cuts along with U.S. soft landing should lead stocks to outperform bonds, analyst saysJanet Mui, head of market analysis at RBC Brewin Dolphin, on the favorable environment for equities.
Persons: Janet Mui Organizations: RBC
But a series of data points showing worsening economic conditions has made some analysts believe a 0.5% cut is more likely — and perhaps even necessary. “We do not seek or welcome further cooling in labor market conditions,” Fed Chair Jay Powell said in a speech last month. “A (0.5%) cut is usually done in emergencies,” like the Covid-19 pandemic, said Mark Zandi, chief economist at Moody’s financial group. Mortgage interest rates have hit their lowest level since February 2023, while auto loan rates are also falling. A 0.5% cut would more directly affect rates tied to the fed funds rate, including credit cards, home equity lines of credit and small-business loans.
Persons: Steve Liesman, Jay Powell, Bill Dudley, ” Dudley, Preston Mui, Mui, , , Mark Zandi, Greg McBride, ” McBride Organizations: Federal, CNBC, Wall, Minneapolis Federal Reserve, Federal Reserve Bank of New, Bloomberg News, Fed, Bankrate Locations: Minneapolis, Federal Reserve Bank of New York, America
Media and chemicals stocks both slipped 0.6%, while travel stocks gained 1.28%. On Wall Street, stocks gained after U.S. weekly initial jobless claims figures came in lower than expected, alleviating some concerns about the state of the labor market. Last Friday's U.S. jobs report had shown slowing employment growth, sparking recession fears and subsequent market volatility. There was an element of market overreaction to that initial jobs report, Janet Mui, head of market analysis at RBC Brewin Dolphin, told CNBC's "Squawk Box Europe" on Thursday morning. "The jobs data is actually not that bad, employment is still growing and particularly importantly, real wage growth is still positive.
Persons: Janet Mui, CNBC's, Mui Organizations: Anadolu, Getty, Media, Global, U.S, RBC Locations: Amsterdam , Netherlands, U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket trading in complacent manner on the back of strong earnings reports, analyst saysJanet Mui, head of market analysis at RBC Brewin Dolphin, says overall the market has been trading in a complacent manner due to the hope for rate cuts, the trend of artificial intelligence and strong earnings reports.
Persons: Janet Mui Organizations: Email, RBC
RBC Brewin Dolphin: Overweight in U.S. stocks and tech
  + 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 EmailRBC Brewin Dolphin: Overweight in U.S. stocks and techJanet Mui, head of market analysis at RBC Brewin Dolphin, says investors will still prefer to hold mega-cap tech and other stocks with strong balance sheets as U.S. economic data starts to slow.
Persons: Janet Mui Organizations: RBC
Mui: Economic environment is currently in a sweet spot
  + stars: | 2024-05-17 | 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 EmailMui: Economic environment is currently in a sweet spotJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses inflation, higher-for-longer rates, and her investment strategy.
Persons: Janet Mui Organizations: Mui, RBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors are focused on economic growth over inflation, says Janet MuiJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses inflation, rate cuts, and the markets.
Persons: Janet Mui Janet Mui Organizations: Investors, RBC
“What should I do with those copies of Apple Daily?”Someone in Hong Kong who I was chatting with on the phone recently had suddenly dropped her voice to ask that question, referring to the pro-democracy newspaper that the government forced to shut down in 2021. “Should I toss them or send them to you?”My conversations with Hong Kong friends are peppered with such whispers these days. Last week, the city enacted a draconian security law — its second serious legislative assault on Hong Kong’s freedoms since 2020. It had rule of law, a rowdy press and a semi-democratic Legislature that kept the powerful in check. Anyone who grew up in China in the 1980s and 1990s could sing the Cantopop songs of Hong Kong stars like Anita Mui, and that was a problem for Beijing: Freedom was glamorous, desirable.
Persons: , Hong Kong, , Anita Mui, Beijing’s Organizations: Apple Daily, Britain Locations: Hong Kong, China, Beijing
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are secular tailwinds for Japanese equities, says Janet MuiJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses the Fed's monetary policy meeting and how it impacts the markets.
Persons: Janet Mui Janet Mui Organizations: RBC
For almost two years, many economists and observers have figured something has to give in the labor market. And then the labor market has turned around and said, "Ha, actually, no." If you're trying to upgrade your job, you're trying to get a better job, the time to do that was probably a year ago. If you have a job, you're at a relatively low risk of losing that job — despite the headlines about layoffs at some big-name companies. "If you're trying to upgrade your job, you're trying to get a better job, the time to do that was probably a year ago," Preston Mui, a senior economist at the macroeconomic policy group Employ America, said.
Persons: Nick Bunker, didn't, Guy Berger, Preston Mui, , Heck, hasn't, It's, they're, Emily Stewart Organizations: Ferrari, Workers, Glass Institute, Companies, Business Locations: America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation angst putting markets in a 'bad news is good news' frame of mind, analyst saysJanet Mui, head of market analysis at the RBC Brewin Dolphin, expects economic data and inflation to slow, saying there is a high chance bond yields have peaked.
Persons: Janet Mui Organizations: RBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMui: Inflation still needs to ease for the stock market rally to be sustainableJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses the outlook for stocks, bonds, and rate cuts.
Persons: Janet Mui Organizations: RBC
The culinary delights hidden inside Hong Kong’s markets
  + stars: | 2023-10-20 | by ( Maggie Wong | ) edition.cnn.com   time to read: +11 min
Hong Kong CNN —Offering everything from Michelin-endorsed dim sum to juicy smoked goose served in a world-renowned restaurant, Hong Kong is home to some of the finest culinary experiences on the planet. But don’t fret – we have put together a list of eight top-quality Hong Kong markets along with some of the best dishes to try. Queen Street Cooked Food MarketQueen Street Market serves some of the most authentic Chiuchow -- a regional Cantonese cuisine -- dishes. Maggie Wong/CNNA foodie haven in the north of Hong Kong, Yuen Long is a hub for both modern and traditional eateries. The relatively run-down look of the Fa Yuen Street Cooked Food Market inside only adds to the charm.
Persons: , Lui Ka Chun, Kongers, Lui, , Wai Kee, Maggie Wong, Kau Kee, ngau, jyu beng, Kan, Hong Kong’s, Lok Yuen, yuen yeung, Tsang Kee, Chan Chun Kee, suckling, Tai Po Hui, Lam Kee, Tung Kee, Ping Kee, Ng Zai Kee, Bon, Tsun, CNN Kwun, Long, Tim Kee, Yuen Long, it’s, Kee’s, Fa, Mui Kee Congee, Shau Kee Wan Organizations: CNN, Hong Kong CNN, Michelin, Lok, Market, Queen, Thai &, Thai & Vietnam Cuisine, ABC, Tai Po Hui, Food, hawker, Hong Kong’s, Fa Yuen, Kitchen Locations: Hong Kong, Hong, hawker, Kong’s, Kan Kee, Kowloon City, Kowloon Walled City, Lok, Beijing, Thai, Thai & Vietnam, Tai Po, New Territories, Shanghai, Kwun Tong, CNN Kwun Tong, Kowloon, Sichuan, Yuen, Mong Kok, Aldrich, Aldrich Bay, Shau
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMui: Inflation is moving in the right direction, so it's worth it for the Fed to be patientJanet Mui, head of market analysis at RBC Brewin Dolphin, discusses expectations for the Fed and interest rates, and why investors may want to take a chance on TIPS, or Treasury Inflation-Protected Securities.
Persons: Janet Mui Organizations: Fed, RBC, Securities
Although longer-dated U.S. Treasury yields eased from 16-year highs on Wednesday, investors remain concerned that the elevated levels may pressure equities. Worries about U.S. government spending and its ballooning budget deficit have added to uncertainty around the interest rates trajectory, contributing to a steep selloff that have caused a rout in Treasury prices and a spike in yields. The S&P 500 and the tech-heavy Nasdaq lost around 5% and 6% last month as yields spiked. Traders put the chance of interest rates remaining unchanged in November and December at 80% and 63%, respectively, according to CME's FedWatch tool. ET, Dow e-minis were down 92 points, or 0.28%, S&P 500 e-minis were down 10.5 points, or 0.24%, and Nasdaq 100 e-minis were down 27.75 points, or 0.19%.
Persons: Brendan McDermid, Janet Mui, Loretta Mester, Neel Kashkari, Richmond's Thomas Barkin, Mary Daly, Michael Barr, Kevin McCarthy, Steve Scalise, Jim Jordan, Joe Biden, VinFast, Ankika Biswas, Shashwat Chauhan, Shounak Dasgupta Organizations: New York Stock Exchange, REUTERS, Dow, Nasdaq, Treasury, RBC Brewin, Apple, Traders, Dow e, Federal, Democratic, Rivian, EV, Chevron, Exxon Mobil, Occidental Petroleum, Thomson Locations: New York City, U.S, Minneapolis, Bengaluru
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo top strategists lay out how the Fed's latest policy decision will likely impact the marketsJay Woods, Chief Global Strategist at Freedom Capital Markets, and Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, discuss the latest Fed decision and how to allocate assets into year-end.
Persons: Jay Woods, Janet Mui Organizations: Chief Global, Freedom Capital Markets, RBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed may pause interest rate hikes, but likely to keep rates 'pretty elevated,' analyst saysJanet Mui, head of market analysis at RBC Brewin Dolphin, discusses the outlook for the Federal Reserve's interest rate policy and weighs in on investing in equities versus bonds.
Persons: Janet Mui Organizations: RBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMui: Now is not the time to add risk to your portfolio given current valuationsJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, discusses Nvidia's earnings results, Jackson Hole, and portfolio positioning.
Persons: Janet Mui, Jackson Organizations: RBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe US stock market is underappreciating the risk of a recession: AnalystJanet Mui from RBC Brewin Dolphin discusses her cautious stance on U.S markets and her preference for bonds.
Persons: Janet Mui Organizations: RBC Brewin Dolphin
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo financial experts discuss the markets' road ahead following Fitch's U.S. credit downgradeJanet Mui, Head of Market Analysis at RBC Brewin Dolphin, and Joanna Gallegos, Founder of Bondbloxx, discuss the outlook for stocks and bonds following Fitch's downgrade of the U.S.' credit rating.
Persons: Janet Mui, Joanna Gallegos Organizations: RBC, Bondbloxx, U.S
Job Turnover Eased in June as the Labor Market Cooled
  + stars: | 2023-08-01 | by ( Santul Nerkar | ) www.nytimes.com   time to read: +1 min
And the quits rate, a measure of workers’ confidence in the job market and bargaining power, decreased to 2.4 percent, from 2.6 percent in May and down from a record of 3 percent in April 2022. Quotable: ‘The labor market is unbalanced.’“We’re still in an economy where the labor market is unbalanced,” said Michael Strain, an economist at the American Enterprise Institute, “with the demand for workers substantially outpacing the supply of workers.” There are roughly 1.6 job openings for each unemployed worker. The June JOLTS report provides more optimism that the Fed is approaching that soft landing, as demand for workers remains robust while tapering gradually. Inflation remains high by historical standards — at 3 percent, according to the latest data — but has eased substantially. “This is a really strong labor market that is staying strong but slowing down,” said Preston Mui, a senior economist at Employ America, a research and advocacy group focused on the job market.
Persons: “ We’re, , Michael Strain, Preston Mui Organizations: American Enterprise Institute, , Reserve Locations: America
Preston Mui earned his doctorate in economics from the University of California, Berkeley, just last year, but he’s already making waves. Mui wrote that economists and policymakers are making too much of one widely followed statistic: the unit labor cost, which is supposed to represent how much business has to spend for labor to produce one unit of output. Rising unit labor costs are said to contribute to inflation. In a June 15 news conference, Lagarde cited unit labor costs five times. When asked why the central bank had revised its inflation expectations upward, she said, “The large part of it is the unit labor cost.”
Persons: Preston Mui, he’s, Mui, , Lawrence Summers, Jason Furman, Christine Lagarde, Lagarde Organizations: University of California, Harvard, European Central Bank Locations: Berkeley, America
A Dessert Recipe So Good, I Was Sworn to Secrecy
  + stars: | 2023-06-28 | by ( Ligaya Mishan | ) www.nytimes.com   time to read: +3 min
The base was always strawberry, the rosy slush whorling down into the cup. Halfway through, Mr. Young would stop the machine and spoon in the liquid skimmed off a jar of li hing mui, a local snack of preserved plums soused on a brew of sugar and licorice. Neale Asato loved that li hing Icee, too. It was the inspiration for his li hing float, a meld of strawberry sherbet and vanilla ice cream with hidden seams of li hing sauce, one of the best sellers at Asato Family Shop in downtown Honolulu. Freeze to a slush, then whip on high speed, letting in the air until it expands, a pink cloud rising.
Persons: Kon Ping, Mr, Young, , hing mui, He’d, Neale Asato, Asato, Gunji Locations: Honolulu, Hawaii, Waikiki, Green, Iowa, Maui, Jokichi, Japan
There are as many ways of translating a literary text as there are translators. Literary translators have, however, historically received little recognition. Efforts by translators and by organizations like PEN America, which recently issued a manifesto on literary translation, have brought the field greater visibility, helping to cement the rights of translators and to raise awareness of literary translation as a creative art in its own right. Mui Poopoksakul is a Thailand-born lawyer turned literary translator. Bruna Dantas Lobato, originally from Brazil, is a literary translator from Portuguese and a writer.
Persons: Samantha Schnee, Allison Markin Powell, Jeremy Tiang, Mui, Bruna Dantas, JULIANA BARBASSA, Isaac Bashevis Singer Organizations: PEN America, Times, Conference, PEN Locations: Singapore, Thailand, Brazil
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