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CNN —Donald Trump is returning to the White House, and the stock market is loving it. ‘The regime change’For now, stock market investors don’t seem bothered by the jump in bond yields or these inflationary or debt concerns. “The stock market jumped for joy that the election results were definitive, thus averting a contested election. Of course, market veterans say they wouldn’t be surprised to see the stock market eventually display concern about tariffs and inflation under Trump. That could pose a number of problems for the economy and the stock market.
Persons: Donald Trump, Trump, shockwaves, , David Kotok, Stephanie Roth, Roth, ” Roth, Sau Loeb, Kamala Harris, Harris, Jeff Buchbinder, , Kotok, it’s, ” Kotok, They’re, Freddie Mac, , Ed Yardeni, Yardeni, It’s, , BTIG’s Isaac Boltansky Organizations: CNN, White, Dow Jones, stoke, Trump, Advisors, Wolfe Research, Treasury, US Treasury Department, Getty, Wall Street, LPL, Fed, Stock Locations: Big, Washington , DC, Washington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLabor market is key focus of Fed rate cut, says Morgan Stanley's Jim CaronDavid Kelly, JPMorgan Asset Management chief global strategist; Jim Caron, Morgan Stanley Investment Management CIO of cross asset solutions; and Stephanie Roth, Wolfe Research chief economist join CNBC's 'Power Lunch' to discuss reactions to the Federal Reserve's decision to cut interest rates by a quarter point.
Persons: Morgan Stanley's Jim Caron David Kelly, Jim Caron, Morgan, Stephanie Roth, Wolfe, CNBC's Organizations: Labor, JPMorgan Asset Management, Morgan Stanley Investment, Wolfe Research, Federal
The bond market, which has already seen dramatic moves leading up to the U.S. presidential election, could see even bigger price action depending on the outcome. One big theme investors are considering is the possibility of a Donald Trump win and higher bond yields that could follow. "I expect them to be worried that Trump would enact all those tax cuts, and I think bond yields would rise." US10Y 3M mountain 10-year Treasury The benchmark 10-year Treasury yield surged 50 basis points in October, marking the biggest monthly increase since September 2022. "There is room for rates to move in either direction depending on [the] election outcome."
Persons: Donald Trump, Trump, Jeremy Siegel, Kamala Harris, Stephanie Roth, Roth, Siegel Organizations: U.S, Treasury, Federal Reserve, White, Republican, Senate, Wharton School, University of Pennsylvania, Trump, Wolfe Research
10-year Treasury yield rises with all eyes on the U.S. election
  + stars: | 2024-11-05 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
The 10-year Treasury yield traded 7 basis points higher at 4.6%. The yield on the 2-year Treasury was also up by 6 basis points to 4.27%. Treasury yields rose in early trading Tuesday evening as investors awaited results from the tight presidential race between Vice President Kamala Harris and former President Donald Trump. "I expect them to be worried that Trump would enact all those tax cuts, and I think bond yields would rise." The benchmark 10-year Treasury yield surged 50 basis points in October, marking the biggest monthly increase since September 2022.
Persons: Kamala Harris, Donald Trump, Jeremy Siegel, Trump, Harris, Stephanie Roth, Siegel Organizations: New York Stock Exchange, Treasury, Trump, Republican, White, Senate, Wharton School, University of Pennsylvania, Wolfe Research, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA soft landing is most likely, says Wolfe Research’s Stephanie RothCNBC’s Steve Liesman and Wolfe Research’s Stephanie Roth, join 'Power Lunch' to discuss their takeaways from the Fed minutes.
Persons: Wolfe, Stephanie Roth, Steve Liesman, Wolfe Research’s Stephanie Roth
Traders work on the floor of the New York Stock Exchange during morning trading in New York City. U.S. stock futures were little changed Wednesday night as investors looked ahead to the release of September's consumer price index report. Futures tied to the Dow Jones Industrial Average traded near the flatline. Fed funds futures trading data suggests a roughly 70% likelihood of a quarter-point cut, according to CME Group's FedWatch tool. Economists polled by Dow Jones see core CPI, which excludes food and energy prices, rising by 0.2%.
Persons: Dow, Dow Jones, Stephanie Roth Organizations: New York Stock Exchange, Dow Jones Industrial, Nasdaq, Federal, Wolfe Research, Delta Air Lines Locations: New York City . U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed has 'nothing to lose' with 50 bp cut, says Wolfe Research's Stephanie RothStephanie Roth, chief economist at Wolfe Research, and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for the Fed, why credit card data may be understating consumer spending, and more.
Persons: Wolfe, Stephanie Roth Stephanie Roth, Steve Liesman Organizations: Fed, Wolfe Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with JPMorgan's David Kelly, Jefferies' David Zervos and Wolfe Research's Stephanie Roth on market sell-offDavid Kelly, JPMorgan Asset Management chief global strategist; David Zervos, Jefferies chief market strategist; Stephanie Roth, Wolfe Research chief economist; and Steve Liesman join 'CNBC's Special' to discuss what Friday's weak job reports suggest, their expectation from the Fed, and more.
Persons: JPMorgan's David Kelly, Jefferies, David Zervos, Wolfe Research's Stephanie Roth, David Kelly, Stephanie Roth, Wolfe, Steve Liesman Organizations: JPMorgan Asset Management, Jefferies, Wolfe Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFriday's jobs report makes September cut very likely: JPMorgan’s David KellyDavid Kelly, JPMorgan Asset Management chief global strategist; David Zervos, Jefferies chief market strategist; Stephanie Roth, Wolfe Research chief economist; and Steve Liesman join 'CNBC's Special' to discuss what Friday's weak job reports suggest, their expectation from the Fed, and more.
Persons: JPMorgan’s David Kelly David Kelly, David Zervos, Stephanie Roth, Wolfe, Steve Liesman Organizations: JPMorgan Asset Management, Jefferies, Wolfe Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s Fed panel react to the Federal Reserve’s decision to leave interest rates unchangedCNBC’s Steve Liesman with JPMorgan’s David Kelly, Wolfe Reseearch’s Stephanie Roth and Morgan Stanley’s Jim Caron, join ‘Power Lunch’ to react to the Fed’s decision to leave rates unchanged.
Persons: Steve Liesman, JPMorgan’s David Kelly, Wolfe, Stephanie Roth, Morgan Stanley’s Jim Caron Organizations: Watch, Federal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA September rate cut is still only 50-50, says Morgan Stanley Investment Management’s Jim CaronCNBC’s Steve Liesman with JPMorgan’s David Kelly, Wolfe Research’s Stephanie Roth and Morgan Stanley Investment Management’s Jim Caron, join ‘Power Lunch’ to react to the Fed’s decision to leave rates unchanged.
Persons: Morgan Stanley, Jim Caron CNBC’s Steve Liesman, JPMorgan’s David Kelly, Wolfe, Stephanie Roth, Jim Caron Organizations: Morgan Stanley Investment, Morgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Wolfe Research's Stephanie RothAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management; Stephanie Roth, chief economist at Wolfe Research; and CNBC’s Steve Liesman join 'The Exchange' to discuss market outlooks, expectations from the Fed, and more.
Persons: Morgan Stanley's Andrew Slimmon, Wolfe Research's Stephanie Roth Andrew Slimmon, Stephanie Roth, Steve Liesman Organizations: Morgan Stanley Investment Management, Wolfe Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket shows economy 'slowing, not breaking,' says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management; Stephanie Roth, chief economist at Wolfe Research; and CNBC’s Steve Liesman join 'The Exchange' to discuss market outlooks, expectations from the Fed, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon, Stephanie Roth, Steve Liesman Organizations: Morgan Stanley Investment Management, Wolfe Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed minutes indicate worries over the lack of progress on inflationCNBC's Steve Liesman, Lido's Ken Stern, and Wolfe Research's Stephanie Roth join 'Power Lunch' to discuss their takeaways from today's Fed minutes.
Persons: Steve Liesman, Lido's Ken Stern, Wolfe Research's Stephanie Roth Locations: today's
Wells Fargo expects two rate cuts in the second half of 2024
  + stars: | 2024-04-30 | 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 EmailWells Fargo expects two rate cuts in the second half of 2024Paul Christopher, global head of market strategy at Wells Fargo Investment Institute, Stephanie Roth, chief investment economist at Wolfe Research, and CNBC's Steve Liesman join 'The Exchange' to share their expectations from the Federal Reserve on rate cuts.
Persons: Paul Christopher, Stephanie Roth, Steve Liesman Organizations: Wells, Wells Fargo Investment Institute, Wolfe Research, Federal Locations: Wells Fargo
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWolfe Research's Stephanie Roth: Labor market has been 'incredibly robust'Stephanie Roth, Wolfe Research chief economist, and Katerina Simonetti, Morgan Stanley senior vice president and private wealth advisor, join 'The Exchange' to discuss the state of the consumer, the future of fixed income investments, and more.
Persons: Wolfe, Stephanie Roth, Katerina Simonetti, Morgan Stanley Organizations: Labor, Wolfe Research
The bitcoin rally was catalyzed by microeconomic factors at the end of 2023, but may have recently fused into the more macroeconomic-fueled gold rally, according to Wolfe Research. On Friday, it hit record highs for a fourth consecutive session. Bitcoin has also been trading at record highs this week, after hitting new all-time highs on both Tuesday and Friday. Additionally, however, "positive factors for bitcoin have lined up over the past year," Stephanie Roth, Wolfe's chief economist, said in a note Thursday. Gold is widely seen as a safe haven asset and inflation hedge, a narrative many also ascribe to bitcoin, sometimes known as "digital gold."
Persons: Bitcoin, It's, Stephanie Roth, bitcoin, Marion Laboure, Michael Bloom Organizations: Wolfe Research, Deutsche Bank, . Deutsche Bank Locations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWolfe Research's Stephanie Roth: 'We're expecting a soft landing'Stephanie Roth, Wolfe Research chief economist, and Michael Schumacher, Wells Fargo head of macro strategy, join 'The Exchange' to discuss the likelihood of a soft-landing, if recent inflation data is a cause for Fed concern, and more.
Persons: Wolfe, Stephanie Roth, Michael Schumacher, Wells Organizations: Wolfe Research Locations: Wells Fargo
Here's the inflation breakdown for June, in one chart
  + stars: | 2023-07-12 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +7 min
The CPI is a key barometer of inflation, measuring prices of anything from fruits and vegetables to haircuts and concert tickets. Hourly earnings increased 0.2%, on average, from May to June after accounting for inflation, according to BLS data. 'Encouraging' inflation signals moving forwardThe inflation slowdown has been broad-based, Zandi said. watch nowGrocery price inflation is also down significantly from its peak around 14% last summer, which had been the highest rate since 1979. Economists say it's a near certainty that housing prices will continue to fall through the second half of the year.
Persons: Michael M, Mark Zandi, Zandi, we're, Mark Hamrick, Andrew Hunter, Ben Bernanke, Olivier Blanchard, Stephanie Roth, Roth Organizations: Lincoln Market, Santiago, Getty, U.S . Bureau of Labor Statistics, Moody's, BLS, Capital Economics, Finance, U.S . Federal Reserve, Peterson Institute for International Economics, Morgan Private Bank Locations: Brooklyn , New York, U.S, Ukraine
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