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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings will continue to be the market driver in 2024, says Ned Davis Research's Ed ClissoldEd Clissold, Ned Davis Research chief U.S. strategist, joins 'Closing Bell' to discuss the moves in today's trading day.
Persons: Ned Davis, Ed Clissold Ed Clissold Organizations: Ned Davis Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA pullback will be healthy for the market, says Ned Davis Research's Ed ClissoldEd Clissold, Ned Davis Research chief U.S. strategist, joins 'Closing Bell' to discuss the economy and his Fed expectations.
Persons: Ned Davis, Ed Clissold Ed Clissold Organizations: Ned Davis Research
The ongoing decline in China's US bond holdings is not as big as it seems, according to Ned Davis Research. "Although China's holdings of US debt are down, after some adjustments, it's a lot less than the headline implies," NDR said. "The rationale for using these conduits is that when added to China's Treasury holdings, they closely track China's foreign exchange reserves." "Although China's holdings of US debt are down, after some adjustments, it's a lot less than the headline implies," Kalish said. AdvertisementOne person who's not concerned about China reducing its Treasury holdings is US Treasury Secretary Janet Yellen.
Persons: Ned Davis, , Joseph Kalish, Kalish, who's, Janet Yellen, Xi Organizations: Ned Davis Research, NDR, Service, US, Treasury Locations: China, Beijing, Belgium, Luxembourg, San Francisco
Economists polled by FactSet expect U.S. inflation to have risen just 0.1% last month and 3.3% from the year-ago period. Cracks in consumer data Investors will also watch for the October retail sales data for insight into the consumer, who has thus far proven resilient even in the face of higher interest rates and inflation. Investors will also be watching for the October producer price index (PPI) data on Wednesday, as well as housing data on Friday. Monday Nov. 13 Earnings: Tyson Foods Tuesday Nov. 14 8:30 a.m. CPI (October) 8:30 a.m. Hourly Earnings final (October) 8:30 a.m. Average Workweek final (October) Earnings: Home Depot , Charles Schwab Wednesday Nov. 15 8:30 a.m.
Persons: Amy Magnotta, It's, There's, Gregory Daco, he'll, Ned Davis Research's, Joe Kalish, NDR's Kalish, Jeff Klingelhofer, Magnotta, Tyson, Charles Schwab, John Williams Organizations: Federal, Dow Jones Industrial, Nasdaq, Federal Reserve, Ategenos, FactSet, Thornburg Investment Management, Walmart, CPI, PPI, Retail, Palo Alto Networks, Price, Philadelphia Fed, Manufacturing, . New York Federal Reserve, . Kansas City Fed Manufacturing, Ross Stores, Body, Housing Locations: . New, NAHB, . Kansas, Bath
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed-induced recession could come to fruition in 2024: Ned Davis Research's Ed ClissoldEd Clissold, Ned Davis Research chief U.S. strategist, joins 'Closing Bell' to discuss recession risk in the stock market following the Fed decision this week, how Clissold is mananging the current environment, and more.
Persons: Ned Davis, Ed Clissold Ed Clissold Organizations: Ned Davis Research
The U.S. 10-year Treasury yield climbed to its highest level since 2007 this week. Meanwhile, the 30-year Treasury yield reached its highest point since 2011. What's more, higher yields are typically a negative for tech and growth stocks — this year's best-performing group — as they lessen the value of their promised future earnings. Ned Davis Research's Joseph Kalish said Monday he expects the 10-year Treasury yield could rise to 5.25%, citing risks to the bond market on inflation expectations. US10Y YTD mountain U.S. 10-year Treasury yield YTD "The market has been consistently underpricing the risk of additional rate hikes and overpricing the speed of rate cuts," Kalish wrote.
Persons: Ned Davis Research's Joseph Kalish, Kalish, Strategas, Chris Verrone, 133bps, Verrone, Wolfe, Chris Senyek, Morgan Stanley's Matthew Hornbach, it's, Tom Essaye, — CNBC's Michael Bloom, Chris Hayes Organizations: Treasury, Federal Locations: U.S
The benchmark index also entered a bear market, dropping more than 20% from its record high set in early January 2022. Ned Davis Research's Ed Clissold noted that stocks were "quiet quitting" heading into 2022, as market breadth deteriorated. Quiet quitting is a term that came about during the Covid pandemic and refers to employees choosing not to go above and beyond their job requirements. .SPX mountain 2021-01-13 From 'quiet quitting' to 'quiet rebuilding'? CNBC's Market Strategist Survey shows the median S & P 500 strategist target sits at 4,100, implying upside of just 6.8% for 2023.
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