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☆ Nasdaq rebounds after rough week
▼ + stars: | 2024-11-18 | 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 EmailNasdaq rebounds after rough weekRichard Bernstein, Richard Bernstein Advisors CEO, and Sameer Samana, Wells Fargo Investment Institute senior global market strategist, joins 'Closing Bell Overtime' to talk the day's market action.

Persons: Richard Bernstein, Sameer Samana Organizations: Wells Fargo Investment Institute Locations: Wells Fargo

☆ The Fed is 'putting fuel on the fire' with rate cuts, says Richard Bernstein Advisors' CEO
▼ + stars: | 2024-10-24 | 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 is 'putting fuel on the fire' with rate cuts, says Richard Bernstein Advisors' CEORichard Bernstein, CEO and CIO at Richard Bernstein Advisors, joins CNBC's 'The Exchange' to discuss economic outlooks, where he sees opportunity in the market, and more.

Persons: Richard Bernstein, Bernstein Organizations: Richard Bernstein Advisors, Bernstein Advisors

☆ Watch CNBC's full interview with Richard Bernstein Advisors CEO Richard Bernstein
▼ + stars: | 2024-10-24 | 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 EmailWatch CNBC's full interview with Richard Bernstein Advisors CEO Richard BernsteinRichard Bernstein, CEO and CIO at Richard Bernstein Advisors, joins CNBC's 'The Exchange' to discuss economic outlooks, where he sees opportunity in the market, and more.

Persons: Richard Bernstein, Richard Bernstein Richard Bernstein, Bernstein Organizations: Bernstein Advisors

☆ Richard Bernstein Advisors’ Dan Suzuki lays out why he’s optimistic this earnings season
▼ + stars: | 2024-10-16 | 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 EmailRichard Bernstein Advisors’ Dan Suzuki lays out why he’s optimistic this earnings seasonDan Suzuki, Richard Bernstein advisor, joins 'Fast Money' to talk the market through the end of 2024 and why he's optimistic.

Persons: Richard Bernstein, ’ Dan Suzuki, Dan Suzuki

☆ Rate cuts and broadening fundamentals are propelling markets higher, says Richard Bernstein
▼ + stars: | 2024-09-30 | 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 EmailRate cuts and broadening fundamentals are propelling markets higher, says Richard BernsteinRichard Bernstein, Richard Bernstein Advisors CEO and CIO, joins 'Money Movers' to discuss Bernstein's thoughts on September's equity performance, if investors need to be on watch for a market melt-up, and much more.

Persons: Richard Bernstein Richard Bernstein, Richard Bernstein

☆ Here's why Richard Bernstein Advisors CEO is bullish on small caps
▼ + stars: | 2024-09-23 | 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 Richard Bernstein Advisors CEO is bullish on small capsRichard Bernstein, Richard Bernstein Advisors CEO, joins ‘The Exchange’ to discuss futures for small caps, how the Fed’s next moves could impact the markets, and more.

Persons: Richard Bernstein

☆ Stock market today: Indexes close at record highs and tech soars after Fed rate cut
▼ + stars: | 2024-09-19 | by ( Kelly Cloonan | ) www.businessinsider.com time to read: +3 min

Indexes rallied to record highs as investors cheered Wednesday's rate cut from the Fed. Jobless claims reinforced the Fed's message of a strong labor market, with last weeks's claims down 12,000. AdvertisementMajor stock indexes surged to record highs on Thursday, a day after a jumbo rate cut from the Federal Reserve. On Wednesday, the Fed cut interest rates for the first time in four years, slashing its benchmark rate by 50 basis points. The Fed's dot plot shows the central bank will likely cut another 50 basis points this year and 100 basis points next year.

Persons: —, Dan Ives, Ives, Jerome Powell, Powell, Richard Bernstein Organizations: Fed . Tech, Nvidia, Meta, Service, Federal Reserve, Dow Jones Industrial, Nasdaq, Broadcom, ASML, Labor Department, Treasury, Fed, Trump Media Locations: Here's

☆ The Fed 'moved too fast' with rate cuts and now risks reigniting inflation, analyst says
▼ + stars: | 2024-09-19 | by ( Filip De Mott | ) www.businessinsider.com time to read: +2 min

On the positive side, Wharton professor Jeremy Siegel called the decision the "best news" the Fed has offered in years. He said the Fed "moved too fast" with its 50-point cut. This is unusual, since investors will typically snap up these assets after a rate cut. Related storiesSome on Wall Street noted that the Fed's decision to cut beyond 25 basis points was essentially a signal that the central bank is moving past inflation. To Contopoulos point, this may be premature, as August's consumer price index report still stood above the 2% inflation target.

Persons: —, Wharton, Jeremy Siegel, Michael Contopoulos, Bernstein, Contopoulos, Powell, Narayana Kocherlakota Organizations: Service, Business, Bernstein Advisors, CNBC, Wall, University of Rochester

☆ Richard Bernstein's Michael Contopoulos says Fed rate cut could risk reaccelerating inflation
▼ + stars: | 2024-09-18 | 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 EmailRichard Bernstein's Michael Contopoulos says Fed rate cut could risk reaccelerating inflationRichard Bernstein's Michael Contopoulos joins the 'Fast Money' traders with reaction to today's Federal Reserve rate decision.

Persons: Richard Bernstein's Michael Contopoulos Organizations: Federal

☆ Rich Bernstein on rate cuts: The Fed will be 'out of step'
▼ + stars: | 2024-09-10 | 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 EmailRich Bernstein on rate cuts: The Fed will be 'out of step'Rich Bernstein, Richard Bernstein Advisors CEO, joins 'Power Lunch' to discuss the broadening of the market and the Fed's next moves.

Persons: Rich Bernstein, Richard Bernstein

☆ Market rotation makes 'fundamental sense,' says Bernstein's Dan Suzuki
▼ + stars: | 2024-08-05 | 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 EmailMarket rotation makes 'fundamental sense,' says Bernstein's Dan SuzukiDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, joins CNBC's 'The Exchange' to discuss the fundamentals behind the market selloff, how to position, and more.

Persons: Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein Organizations: Richard, Richard Bernstein Advisors

☆ Mag 7 will be inferior growers by the end of 2024, says Richard Bernstein
▼ + stars: | 2024-07-31 | 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 EmailMag 7 will be inferior growers by the end of 2024, says Richard BernsteinRichard Bernstein, Richard Bernstein Advisors CEO, joins 'Closing Bell Overtime' to talk Meta earnings and the performance of the Mag 7.

Persons: Richard Bernstein Richard Bernstein, Richard Bernstein

☆ Fed needs to calibrate lower rate in response to slowing growth, says Morgan Stanley's Brian Weinstein
▼ + stars: | 2024-07-25 | 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 EmailFed needs to calibrate lower rate in response to slowing growth, says Morgan Stanley's Brian WeinsteinRichard Bernstein, CEO and chief investment officer at Richard Bernstein Advisors; Brian Weinstein, head of global markets at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for Fed rate cuts, market outlooks, and more.

Persons: Morgan, Brian Weinstein Richard Bernstein, Richard Bernstein, Brian Weinstein, Steve Liesman Organizations: Fed, Richard, Richard Bernstein Advisors, Morgan Stanley Investment Management

☆ Watch CNBC's full interview with Brian Weinstein, Richard Bernstein, & Steve Liesman
▼ + stars: | 2024-07-25 | 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 EmailWatch CNBC's full interview with Brian Weinstein, Richard Bernstein, & Steve LiesmanRichard Bernstein, CEO and chief investment officer at Richard Bernstein Advisors; Brian Weinstein, head of global markets at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for Fed rate cuts, market outlooks, and more.

Persons: Brian Weinstein, Richard Bernstein, Steve Liesman Richard Bernstein, Steve Liesman Organizations: Richard, Richard Bernstein Advisors, Morgan Stanley Investment Management

☆ Look to areas driving acceleration like emerging markets and small caps: Richard Bernstein's Suzuki
▼ + stars: | 2024-07-22 | 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 EmailLook to areas driving acceleration like emerging markets and small caps: Richard Bernstein's SuzukiAdam Crisafulli, Vital Knowledge founder, and Dan Suzuki, Richard Bernstein Advisors deputy CIO, joins 'Closing Bell Overtime' to talk the day's market action.

Persons: Richard Bernstein's Suzuki Adam Crisafulli, Dan Suzuki, Richard Bernstein Organizations: Vital Knowledge

☆ There's an 'old school' corner of the stock market that looks cheap and should benefit from a coming spending boom, BofA says
▼ + stars: | 2024-07-22 | by ( Kelly Cloonan | ) www.businessinsider.com time to read: +3 min

Analysts say infrastructure investments are cheap relative to the rest of the market. "AI/TMT capex beneficiaries are pricing in strong growth after a year of momentum. "AI adoption has accelerated growth in electrical, thermal, and HVAC manufacturers…But unlike TMT, these sectors haven't priced in as strong growth. As infrastructure investment has slowed, manufacturing activity has only sped up, taxing increasingly older infrastructure, and America's roads, bridges and transportation systems show it. AdvertisementThe Bank of America analysts aren't the first to point to a need for increased attention to US infrastructure and industrialization.

Persons: —, Goldman Sachs, Biden's, Savita Subramanian, Biden, aren't, Richard Bernstein Organizations: Bank of America, Service, Analysts, American Society of Civil Engineers, Republican, of America, Investment

☆ Stock investors are staring down a bearish trifecta that could spark a 12% market drop by October, strategist says
▼ + stars: | 2024-07-21 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +6 min

He's steering clear of Big Tech stocks, and for now he's only bullish on "dull, boring, and predictable" names. Tech stocks now account for highest portion of the S&P 500 since the early 2000s, according to an analysis from Société Générale. AdvertisementAnother risk to stocks lies in interest rates, Blain said, as borrowing costs look poised to stay higher for longer. "There is an awful lot of people in the financial markets who just don't understand that zero interest rates and ultra-low interest rates are not normal," Blain added. AdvertisementThe final risk Blain is eyeing is the upcoming presidential election, which contains a handful of uncertainties that could batter stocks, Blain said.

Persons: Bill Blain, Blain isn't, —, that's, Blain, Biden, he's, Générale, John Hussman, I've, eyeing, We've, Morgan Stanley, Stifel, Richard Bernstein Organizations: Big Tech, Service, China, Nasdaq, Tech, stoke, Richard Bernstein Advisors

☆ Earnings more of a 'critical factor' to market than election, says Dan Suzuki
▼ + 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 EmailEarnings more of a 'critical factor' to market than election, says Dan SuzukiDan Suzuki, deputy CIO at Richard Bernstein Advisors, and Chris Senyek, chief investment strategist at Wolfe Research, join CNBC's 'Power Lunch' to discuss how to position amid political uncertainty, market outlooks, and more.

Persons: Dan Suzuki Dan Suzuki, Bernstein, Chris Senyek Organizations: Bernstein Advisors, Wolfe Research

☆ How to position your portfolio
▼ + stars: | 2024-07-08 | 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 EmailHow to position your portfolioRichard Bernstein, Richard Bernstein Advisors CEO, joins 'Power Lunch' to discuss markets, the Fed, and the 'Magnificent 7'.

Persons: Richard Bernstein

☆ Fed Chair Powell has pulled off a soft landing, says Bowersock's Emily Hill
▼ + 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 EmailFed Chair Powell has pulled off a soft landing, says Bowersock's Emily HillEmily Hill, Bowersock Capital Partners founding partner and Richard Bernstein, Richard Bernstein Advisors CEO, joins 'Closing Bell Overtime' to talk the day's market action.

Persons: Powell, Emily Hill Emily Hill, Richard Bernstein Organizations: Bowersock Capital Partners

☆ The market is bifurcated between Mag 7 and 'everything else,' says Richard Bernstein
▼ + stars: | 2024-06-17 | 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 EmailThe market is bifurcated between Mag 7 and 'everything else,' says Richard BernsteinRichard Bernstein, Richard Bernstein Advisors CEO & CIO, joins CNBC's 'The Exchange' to discuss market outlooks, how to position, and more.

Persons: Richard Bernstein Richard Bernstein, Richard Bernstein

☆ Watch CNBC's full interview with Richard Bernstein Advisors CEO
▼ + stars: | 2024-06-17 | 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 EmailWatch CNBC's full interview with Richard Bernstein Advisors CEORichard Bernstein, Richard Bernstein Advisors CEO & CIO, joins CNBC's 'The Exchange' to discuss market outlooks, how to position, and more.

Persons: Richard Bernstein

☆ Stocks are in a sweet spot but bears still fear a bubble is near bursting. Here's what 5 forecasters are saying about a potential crash.
▼ + stars: | 2024-06-16 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +6 min

Here's what five forecasters have to say about the latest rally — and why they think the stock market is headed for a fall. In 2009, he wrote a book predicting a stock market crash and ensuing economic depression, which he said could last for 10 years or more. The research firm is predicting the S&P 500 could see a steep correction following a rally to 6,500. Yet, that could end up being an excellent opportunity for investors who are diversified in other areas of the market, Bernstein said. AdvertisementTypically, there are eight warning signs of a market bubble forming, and six of them have already flashed, the bank said.

Persons: Stocks, —, haven't, Harry Dent Stocks, Harry Dent, Dent, John Higgins, Higgins, John Hussman, Hussman, Richard Bernstein, Bernstein Organizations: Service, Nasdaq, Apple, Nvidia, Fox Business Network, Stocks, Capital Economics, John Hussman Elite, UBS

☆ These top ETFs and funds are beating the S&P 500 — and analysts still see further upside
▼ + stars: | 2024-06-12 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

The first half of the year has generally been good for the market, with the S & P 500 and the Nasdaq repeatedly reaching record highs. Year-to-date, the S & P 500 is up around 13% and the Nasdaq has risen 14.9%. Against that uncertain backdrop, investors might be looking at exchange-traded funds or mutual funds to diversify their investments. Morningstar provided the list of top-performing funds, which all beat the S & P 500. Using FactSet, that list was screened for funds that analysts give 10% or more upside, and that at least half give a buy rating.

Persons: Thomas Poullaouec, Rowe Price, Ed Clissold, Ned Davis, Morningstar, Richard Bernstein Organizations: Nasdaq, U.S . Federal Reserve, Ned, Ned Davis Research, CNBC Pro, Copper Miners, X Copper Miners, Industrial, Richard Bernstein Advisors Locations: Asia, Pacific, U.S, Turkey

☆ Mega-cap stocks are overvalued and risk a big correction, according to a CIO. Here's why that presents a 'monstrous' buying opportunity.
▼ + stars: | 2024-06-11 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +4 min

The stock market's leaders are overvalued and could suffer a big correction, RBA's Richard Bernstein said. The RBA chief investment officer pointed to a discrepancy between the debt and equity markets, which could hint at a soon-to-come market correction. But, only a narrow group of stocks are dominating the equity market, which implies profits aren't expanding for most companies. While large-cap stocks tanked during the lost decade of the 2000s, small-cap, energy, and emerging market stocks did exceedingly well. In a previous note, he said the stock market's shifting leadership from the most-hyped names to underloved equities presents once-in-a-generation opportunity for investors.

Persons: RBA's Richard Bernstein, —, Richard Bernstein, Bernstein, Goldman Sachs, Goldman Sachs Research Bernstein, Russell Organizations: Service, Wall Street, Apollo, Bloomberg, Goldman Sachs Research, Nasdaq

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