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☆ The trader guide to the election: Which stocks Wall Street expects to benefit under Trump or Harris
▼ + stars: | 2024-11-05 | by ( Fred Imbert | ) www.cnbc.com time to read: +10 min

Generally, a Trump win is seen as positive for financials given a higher likelihood of deregulation for companies in the space. Traditional oil and gas names are also likely to benefit under a second Trump presidency. One is made up of stocks that benefit after a Harris win; the other would outperform under a second Trump presidency. However, a Harris win is expected to keep current regulation measures in place, and possibly introduce new ones. Private equity giants KKR and Blackstone would also benefit under a Trump win.

Persons: Kamala Harris, Donald Trump, Paul Gallant, Cowen, Gallant, Harris, Goldman Sachs, Daniel Clifton, Strategas, Andrew Garthwaite, Trump, Garthwaite, TAN, we've, Biden, Wells, Ike Boruchow, Boruchow, —, Russell, Joe Biden, Morgan Stanley, Crypto, isn't, Nic Puckrin, bitcoin, Marcelli, Financials, Wolfe, Chris Senyek, Lazard Organizations: Congress, U.S ., Trump, U.S . Trump, GOP, Democratic, CNBC Pro, Wall, Strategas, Enterprise, of America, Ford, UBS, Apple, Enphase Energy, Technologies Enphase, Exxon Mobil, Chevron, Trump Media & Technology, Trump Media, Cadence Bank, Viking Therapeutics, Bureau, CNBC, Wolfe Research, Lazard, Private, KKR, Blackstone, Evercore Locations: Washington, of America Cleveland, Cleveland, China

☆ Trump and Harris portfolios to play the election winner, according to Strategas Research
▼ + stars: | 2024-11-01 | by ( Sean Conlon | ) www.cnbc.com time to read: +4 min

"The differences between Trump and Harris are as wide as we have ever seen." Differences in trade policy specifically, he said, are going to "determine where growth and earnings take place around the world." In contrast to Trump's trade policy, reduced trade tensions under Harris could lead to gains for FedEx , which has advanced more than 8% this year. During that debate, Harris also accused Trump of gearing up to abandon support of Ukraine. If Harris were to win the election, Clifton believes RTX is beneficiary of continued U.S. support of Ukraine.

Persons: Strategas, Donald Trump, Kamala Harris, Daniel Clifton, Harris, Clifton, Lazard, Trump, RTX Organizations: U.S, NBC, Trump, Republican, Basel III, Nasdaq, FedEx, Biden, NextEra Energy Locations: China, Basel, India, Cleveland, Southern, Ukraine, U.S

☆ It's hard to be short this market, says Strategas' Jason Trennert
▼ + stars: | 2024-10-28 | 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 EmailIt's hard to be short this market, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of the 2024 election, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ The bar is high to get bearish from here, says Strategas' Jason Trennert
▼ + stars: | 2024-10-03 | 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 bar is high to get bearish from here, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, his thoughts on the election, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ Industrials have been showing we're in a soft landing, says Strategas' Chris Verrone
▼ + stars: | 2024-09-24 | 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 EmailIndustrials have been showing we're in a soft landing, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins ‘Closing Bell’ to discuss industrial futures, reaction to China's new stimulus, and more.

Persons: Strategas, Chris Verrone Chris Verrone, Bell Organizations: Strategas Research Partners

☆ Be a buyer in an oversold condition of financials as it develops, says Strategas' Chris Verrone
▼ + 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 EmailBe a buyer in an oversold condition of financials as it develops, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Closing Bell' to discuss the tech and financial trades and market seasonality.

Persons: Strategas, Chris Verrone Chris Verrone Organizations: Strategas Research Partners

☆ Market breadth under the surface the last 2 weeks has been absolutely spectacular: Chris Verrone
▼ + stars: | 2024-07-19 | 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 breadth under the surface the last 2 weeks has been absolutely spectacular: Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Squawk Box' to discuss the latest market trends, the performance of small-cap stocks, and more.

Persons: Chris Verrone Chris Verrone Organizations: Strategas Research Partners

☆ The 'tariff trade' is the largest area to watch ahead of election, says Strategas' Dan Clifton
▼ + stars: | 2024-07-18 | 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 EmailThe 'tariff trade' is the largest area to watch ahead of election, says Strategas' Dan CliftonDan Clifton, Strategas Research Partners head of policy research, joins CNBC's 'The Exchange' to discuss election trades, market impact and more.

Persons: Strategas, Dan Clifton Dan Clifton Organizations: Strategas Research Partners

☆ Investors bet a Fed rate cut to spur rotation from crowded stocks to neglected as bull market continues
▼ + stars: | 2024-07-13 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

Last Thursday, 87% of S & P 500 stocks outperformed the index itself, which Goldman Sachs called "the most in the history of our data set." Its total gain of 57%, measured by the S & P 500, is almost exactly half the post-1929 average too. For good measure, this year the S & P 500 has posted the best-ever start to a presidential election year. Arguably something close to it is already priced in to a considerable degree, with the S & P 500 pushing 22-times forward earnings again. The elevated sentiment backdrop is par for the course for a bull market, but sometimes associated with pauses or pullbacks.

Persons: Goldman Sachs, Russell, it's, It's Organizations: Strategas, New York Stock Exchange, CPI, Federal, Big Tech, Nasdaq, Fidelity Investments, Federal Reserve, Treasury Locations: superlatives, Bull

☆ There's a lot of opportunity away from mega-cap growth, says Strategas' Todd Sohn
▼ + stars: | 2024-07-12 | 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 EmailThere's a lot of opportunity away from mega-cap growth, says Strategas' Todd SohnTodd Sohn, Strategas Research Partners technical strategist, joins 'Squawk Box' to discuss the latest market trends, state of the tech sector, why he believes a 'durability issue' could emerge if mega-cap stocks keep rising without support from other stocks, and more.

Persons: Strategas, Todd Sohn Todd Sohn Organizations: Strategas, Partners

☆ Valuation is a terrible timing tool for people with short time horizons: Strategas' Jason Trennert
▼ + stars: | 2024-07-09 | 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 EmailValuation is a terrible timing tool for people with short time horizons: Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, impact of the 2024 election, state of the economy, and more.

Persons: Jason Trennert Jason Trennert Organizations: Strategas Research

☆ Treasury securities supply will drive up long-term interest rates, says Strategas' Jason Trennert
▼ + stars: | 2024-06-25 | 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 EmailTreasury securities supply will drive up long-term interest rates, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman, joins CNBC's 'The Exchange' to discuss the U.S. budget deficit crisis, the Fed's inflation dilemma, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research Partners

☆ The unloved stock market rally: Why so many investors find it hard to embrace this run to records
▼ + stars: | 2024-06-15 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

The S & P 500 has made an all-time high on nearly thirty days this year, four of them this past week. The main S & P is up more than 3% in the second quarter while its median stock is off 5% quarter to date. .SPX mountain 2024-03-29 S & P 500 quarter to date The S & P 500 has added $5.5 trillion in market capitalization in 2024, with roughly half kicked in by the Big Three. Wall Street strategists as a group project no upside for the S & P 500 in the second half , their average and median targets both below Friday's closing level. The weekly American Association of Individual Investors survey shows the spread between bulls and bears narrowing lately even with the S & P grinding higher.

Persons: we've, FANG, That's, It's, Jerome Powell's, Chris Verrone, I've Organizations: Microsoft, Apple, Nvidia, Investment, Treasury, Federal Reserve, Citi U.S, CPI, Fed, American Association of

☆ Hedge funds have never been more long the Magnificent 7 stocks, exceeding last summer's peak exposure
▼ + stars: | 2024-05-29 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Hedge funds are still leaning into the "Magnificent Seven" trade even with the broader stock market indexes recently hitting record highs. A May 24 note from the Goldman Sachs prime brokerage said that the Big Tech exposure at hedge funds reached a new high last week. The rising exposure is caused by both trading activity and higher share prices for the Big Tech stocks, particularly Nvidia . Net flows into the Magnificent Seven stocks have been positive in May, according to the Goldman prime brokerage data, though last week was more neutral. The five biggest stocks in the S & P 500 — all of which are members of the Magnificient 7 — account for roughly 27% of the S & P 500, according to Strategas Research Partners.

Persons: Goldman, Goldman Sachs, — CNBC's Michael Bloom Organizations: Goldman Sachs, Big Tech, Apple, Microsoft, Nvidia, Tesla, Goldman, Bloomberg News, Strategas Research Partners

☆ Upward pressures on inflation will not go away anytime soon, says Strategas' Jason Trennert
▼ + stars: | 2024-05-28 | 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 EmailUpward pressures on inflation will not go away anytime soon, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate path, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ Watch CNBC's full interview with Strategas Research Partners Chair Jason Trennert
▼ + stars: | 2024-05-10 | 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 EmailWatch CNBC's full interview with Strategas Research Partners Chair Jason TrennertStrategas Research Partners Chair Jason Trennert joins CNBC's 'The Exchange' to discuss outlooks on the bull market, Fed rates, and more.

Persons: Jason Trennert Organizations: Strategas Research

☆ Strategas' Jason Trennert: Seems like there's no coordination between fiscal and monetary policy
▼ + stars: | 2024-05-10 | 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 EmailStrategas' Jason Trennert: Seems like there's no coordination between fiscal and monetary policyStrategas Research Partners Chair Jason Trennert joins CNBC's 'The Exchange' to discuss outlooks on the bull market, Fed rates, and more.

Persons: Jason Trennert

☆ Market is close to the bottom to be putting risk back on again, says Strategas' Chris Verrone
▼ + stars: | 2024-04-26 | 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 is close to the bottom to be putting risk back on again, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Squawk Box' to discuss the latest market trends, the latest technical signals after market sell-off, and more.

Persons: Strategas, Chris Verrone Chris Verrone Organizations: Strategas Research Partners

☆ BlackRock says this is the 'last best opportunity' to buy these bonds
▼ + stars: | 2024-04-05 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

"We believe the recent back up in rates is probably the last best opportunity to extend duration," wrote Gargi Pal Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock. Generally speaking, the value of a bond goes up as interest rates go down, with longer-dated bonds seeing the biggest gains. While bond funds have been seeing inflows this year, there are still plenty of investors with excess cash in short-term accounts. Different funds that offer that type of exposure include the iShares 3-7 Year Treasury Bond ETF (IEI) , the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) and the Vanguard Intermediate-Term Treasury ETF (VGIT) . Investors shouldn't go overboard with adding duration, because the long-term bonds on the market carry extra risk, Akullian said.

Persons: BlackRock's, Gargi Pal Chaudhuri, Kristy Akullian, It's, Akullian, Investors shouldn't Organizations: Treasury, Federal, Investment Company Institute, BlackRock, CNBC, Treasury Bond ETF, Research, Investors Locations: Americas, BlackRock, US10Y

☆ There's been a pretty serious deterioration in the standard of living: Strategas' Jason Trennert
▼ + stars: | 2024-03-11 | 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 EmailThere's been a pretty serious deterioration in the standard of living: Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of tariffs on inflation, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ Strategas’ Jason Trennert on the appeal of energy sector: It is 'institutionally underowned'
▼ + stars: | 2023-11-30 | 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 EmailStrategas’ Jason Trennert on the appeal of energy sector: It is 'institutionally underowned'Jason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, 2024 outlook, and more.

Persons: Jason Trennert Organizations: Strategas Research

☆ Inflation is likely to stay higher, says Strategas Research's Jason Trennert
▼ + stars: | 2023-10-24 | 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 EmailInflation is likely to stay higher, says Strategas Research's Jason TrennertJason Trennert, CEO of Strategas Research Partners, and Brian Weinstein, head of global markets at Morgan Stanley Investment Management, join 'The Exchange' to discuss Fed policy, inflation, and more.

Persons: Strategas, Jason Trennert Jason Trennert, Brian Weinstein Organizations: Strategas Research Partners, Morgan Stanley Investment Management

☆ What frightens me the most right now is bond yields, says Strategas' Jason Trennert
▼ + stars: | 2023-10-18 | 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 EmailWhat frightens me the most right now is bond yields, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, why the markets have been remarkably resilient given the geopolitical headwinds, bond yields, the Fed's inflation fight, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ US government shutdowns don’t send markets tanking, but the coast is far from clear
▼ + stars: | 2023-09-28 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

During the most recent government shutdown in 2019, the S&P 500 rose more than 10%. The S&P 500 on Tuesday logged its lowest close since June and fell below the threshold it passed that same month to enter a new bull run. The S&P 500 has gained 0.5% on average during the month following the end of a shutdown and 1.5% during the period three months after. Meta’s Zuckerberg unveils Quest 3Meta is moving forward in its efforts to dominate the AR world with the new and improved Meta Quest 3, reports my colleague Jennifer Korn. The Meta Quest 2 allows for strictly virtual reality, while the Meta Quest Pro has advanced passthrough cameras for seeing your actual surroundings, but it costs a whopping $1,000.

Persons: shutdowns, ”, Steven Wieting, Goldman Sachs, Jeffrey Roach, Ned Davis, Meta’s Zuckerberg, Jennifer Korn, Mark Zuckerberg, Jeanne Sahadi, Read Organizations: CNN Business, Bell, CNN, Strategas Research Partners, Citi Global Wealth, Reserve, LPL, Fed, Stocks, Ned Davis Research, Meta, Pro, Fortune, Pew Research Center, Pew Locations: United States

☆ In some ways the Fed is fighting the federal government to get inflation down, says Jason Trennert
▼ + stars: | 2023-09-26 | 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 EmailIn some ways the Fed is fighting the federal government to get inflation down, says Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight and impact on the economy, recession forecast, and more.

Persons: Jason Trennert Jason Trennert Organizations: Strategas Research

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