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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
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis week's U.S. data, retail earnings will be a key watch for markets, says strategistZoe Gillespie, divisional director in investment management at RBC Brewin Dolphin, discusses the market outlook.
Persons: Zoe Gillespie Organizations: RBC
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
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
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
Britain's biggest mortgage lender on Wednesday reported a pre-tax profit of 1.9 billion pounds ($2.3 billion) for the three months to September 30, in line with the 1.8 billion expected by analysts in forecasts compiled by the bank. The bank's quarterly profit was up on 576 million pounds the prior year, which was restated due to accounting changes. Analysts welcomed the steady set of results, noting a bad loan charge of just 187 million pounds - versus 668 million in the same quarter a year earlier - was much lower than expected. However, Lloyds said it increased its deposits by 500 million pounds during the third quarter, reversing a trend of outflows seen by many banks this year. Deposits remained down 5 billion pounds year to date at 470 billion pounds.
Persons: Dado Ruvic, Zoe Gillespie, Banks, Iain Withers, Lawrence White, Jason Neely Organizations: Lloyds Bank, REUTERS, Lloyds Banking Group, savers, Lloyds, Barclays, RBC Brewin, Thomson
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
LONDON — European stock markets were higher on Monday after closing Friday at a six-week low. China's central bank cut its one-year loan prime rate by less than expected Monday, and left its five-year rate unchanged. Zoe Gillespie, chartered wealth manager at RBC Brewin Dolphin, said the moves showed a "lack of ambition," but that China faced a "tough play." There's a lot for central policymakers to do to their protect the currency and also stimulate the economy." Asia-Pacific stock markets traded mixed Monday, while U.S. stock futures were slightly lower.
Persons: Zoe Gillespie, it's, CNBC's, You've, Jackson, — Clement Tan Organizations: LONDON, RBC, People's Bank of China, Federal Locations: China, Asia, Pacific
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
Picture Alliance | Picture Alliance | Getty Imageswatch nowShares of the London-listed oil major slipped 2% on Thursday morning. 'Softening oil and gas environment'French oil major TotalEnergies also reported weaker-than-expected earnings on Thursday, posting second-quarter adjusted net income of $5 billion. TotalEnergies CEO Patrick Pouyanne said the firm's "robust" earnings came during a "favorable but softening oil and gas environment." Norwegian oil and gas giant Equinor had on Wednesday reported a 57% decline in year-on-year second-quarter profit as oil and gas prices slipped from last year's high levels. Oil and gas prices were under pressure in the first half of the year, however, as global economic jitters outweighed supply-demand fundamentals.
Persons: downgrades, Stuart Lamont, Patrick Pouyanne Organizations: Getty, RBC Brewin, Shell, BP, Exxon Mobil, Chevron Locations: London, Ukraine, U.S
LONDON, July 26 (Reuters) - Lloyds Banking Group (LLOY.L) reported a higher charge for troubled loans and missed first-half profit expectations as Britain's economic chills weighed on its finances and upped pressure on management to do more to help struggling savers. Lloyds shares fell 5% in early trading against a flat FTSE 100 index (.FTSE). Lloyds shares fell 5% in early trading on Wednesday, against a flat FTSE 100 index (.FTSE). The bank said it expected this to fall more slowly than previously forecast, dipping to 3.10% this year instead of 3.05%. ($1 = 0.7754 pounds)Reporting by Iain Withers and Lawrence White; editing by Sinead Cruise and Jason NeelyOur Standards: The Thomson Reuters Trust Principles.
Persons: Zoe Gillespie, we’ve, Fran Boait, Charlie Nunn, Nunn, Alison Rose, Nigel Farage, Coutts, Iain Withers, Lawrence White, Sinead Cruise, Jason Neely Organizations: Lloyds Banking Group, Lloyds, . Banking, JPMorgan, Bank of, RBC Brewin Dolphin, NatWest, Thomson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are late in the economic cycle — making stocks less appealing, analyst saysJanet Mui, head of market analysis at RBC Brewin Dolphin, says bonds are more attractive than equities for U.K. investors right now, and specifically short-term gilt yields being "very attractive" for private investors.
Persons: Janet Mui Organizations: RBC
The STOXX 600 (.STOXX) index closed 0.3% lower after data showed euro zone business growth stalled this month as the downturn in manufacturing deepened. "A hike was fully expected, but the magnitude of the rise surprised most," said RBC Brewin Dolphin’s head of asset allocation, Paul Danis. Germany's DAX index (.GDAXI) shed 1.0%, leading losses among regional peers as shares of Siemens Energy (ENR1n.DE) sank 37.3%. DATA DIGESTWhile euro zone business growth stalled in June, a separate reading showed German business activity slowed notably this month. French business activity contracted this month for the first time in five months, data showed.
Persons: Germany's DAX, Paul Danis, DAX, Clemente De Lucia, Shreyashi Sanyal, Bansari, Eileen Soreng, Jonathan Oatis Organizations: Siemens Energy, GSK, Bank of England, Norges Bank, Swiss National Bank, Investors, RBC, Bank, Siemens, Deutsche Bank Research, Thomson Locations: U.S, Stockholm, Helsinki, Bengaluru
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRBC Brewin Dolphin: Small underweight in equities given the Fed rate hike uncertainty this yearJanet Mui, head of market analysis at RBC Brewin Dolphin, discusses the market's reaction to the Fed's hawkish pause.
Persons: Janet Mui Organizations: RBC
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