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☆ Stocks making the biggest moves midday: Nvidia, Johnson & Johnson, Sweetgreen, GitLab and more
▼ + stars: | 2024-07-17 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Elevance expects adjusted earnings of at least $37.20 for 2024, while analysts polled by FactSet called for $37.28 per share. Second-quarter adjusted earnings and revenue came in slightly ahead of estimates. Omnicom — Shares of the corporate communications company fell 8% despite beating revenue expectations for the second quarter. Omnicom posted adjusted earnings of $1.95 per share, which came out in line with analyst forecasts polled by FactSet. Johnson & Johnson reported adjusted earnings of $2.82 per share on $24.45 billion in revenue.

Persons: Biden, ASML, Elevance, FactSet, Charles Schwab —, Cowen, Charles Schwab's, Omnicom, Datadog, Jefferies, Johnson, Johnson —, LSEG, —, Jesse Pound, Hakyung Kim, Samantha Subin, Lisa Kailai Han, Michelle Fox Organizations: Bloomberg News, Biden Administration, Nvidia, AMD, Taiwan Semiconductor Manufacturing, VanEck Semiconductor, Qualcomm, HSBC, Hunt Transport Services, Revenue, FactSet, Reuters, UnitedHealth, Johnson, . U.S, Bancorp, U.S . Bancorp, Corporation, UBS Locations: China, ., V.F

☆ Wealth in Turkey grew the most in the world at 157% despite soaring inflation, according to ranking
▼ + stars: | 2024-07-17 | by ( Natasha Turak | ) www.cnbc.com time to read: +3 min

Turkey came out miles ahead of the rest of the world in an annual global wealth ranking — in a result that may come as surprising, given the country's high levels of inflation. The next-highest countries in terms of average wealth growth per adult were Russia and Qatar with nearly 20% and South Africa with just over 16%. But for Turks who own assets like homes, wealth has grown, as inflation pushes up the costs of those holdings. In a call with journalists, some of the report's authors broke down the relationship between inflation and wealth rises in Turkey. The report also noted the "currency effect", which is what changes wealth growth the most — local currency growth figures for wealth are often significantly different from those in dollar terms.

Persons: Türkiye, Samuel Adams, Adams Organizations: UBS, UBS Global Wealth Management, CNBC Locations: Turkey, Swiss, Russia, Qatar, South Africa, U.S, London, Japan

☆ Lower interest rates could be coming soon. Here's what's at stake if they aren't.
▼ + stars: | 2024-07-17 | by ( Madison Hoff | Ayelet Sheffey | ) www.businessinsider.com time to read: +7 min

At the end of July, the Federal Open Market Committee will announce its next decision on interest rates. Some economists have recently been pointing to similar concerns with the Fed keeping interest rates high. As Sahm pointed out, it would take time for reduced interest rates to "flow through to the economy." "You want to begin a process of taking the pressure off of the economy," Sahm said. AdvertisementZandi said interest rates on credit cards and Buy Now, Pay Later rates could come down, along with a decline in auto lending rates and mortgage rates.

Persons: —, Mark Zandi, Jerome Powell, Powell, Claudia Sahm, it's, Sahm, Sen, Elizabeth Warren, Brian Rose, Rose, Zandi, Austan Goolsbee, Goolsbee Organizations: Service, Moody's, Business, Federal, CME FedWatch, Fed, Banking, Housing, Urban Affairs, Sahm Consulting, Federal Reserve, Democratic, UBS, Chicago Federal, Wall Street Journal

☆ Most developed countries are set to gain more millionaires in the next 5 years — with 2 big outliers
▼ + stars: | 2024-07-17 | by ( Lian Kit Wee | ) www.businessinsider.com time to read: +4 min

Read previewMost developed countries are set to gain more wealthy people in the next five years — with two big outliers. Some countries, like Taiwan, will gain as many as 50% more millionaires during that time. But the United Kingdom and the Netherlands make "notable exceptions" on this list, per UBS, because both are forecasted to lose millionaires. The UK's three million millionaires put it third among countries with the highest number of millionaires last year, as measured in US dollars, per UBS. The loss continues a trend: The UK lost 16,500 millionaires between 2017 and 2023, per immigration consultancy Henley & Partners.

Persons: —, Paul Donovan, Donovan, Andrew Amoils, Amoils Organizations: Service, UBS, Business, UBS Global Wealth Management, Henley & Partners, Russia, BI, Henley, Partners Locations: Taiwan, United Kingdom, Netherlands, Paris, Dubai, Sydney, Italy, Spain, Europe

☆ Gold heads for record high close on view that Fed is poised to cut rates
▼ + stars: | 2024-07-16 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

An employee handles one kilogram gold bullions at the YLG Bullion International Co. headquarters in Bangkok, Thailand, on Friday, Dec. 22, 2023. Gold prices advanced Tuesday, on track for a record close as rising expectations of a September interest rate cut bolstered demand for bullion. Gold futures advanced 0.6% to $2,443.80. According to UBS, central bank buying of bullion is the highest it's been since the late 1960s. The U.S.-listed shares of Harmony Gold and Gold Fields rose 6% and 4%, respectively.

Persons: Jerome Powell, Joni Teves, Teves, Gold Organizations: Co, Federal, U.S, greenback, UBS, Citi, Miners, Harmony Locations: Bangkok, Thailand, Ukraine, China, U.S

☆ Watch CNBC’s full interview with iCapital's Anastasia Amoroso, Payne Capital’s Courtney Garcia and UBS’ Nadia Lovell
▼ + stars: | 2024-07-16 | 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 EmailWatch CNBC’s full interview with iCapital's Anastasia Amoroso, Payne Capital’s Courtney Garcia and UBS’ Nadia LovelliCapital's Anastasia Amoroso, Payne Capital's Courtney Garcia, and UBS' Nadia Lovell join 'Closing Bell' to discuss markets, the tech sector, and the impact of the Fed's first rate cut.

Persons: iCapital's Anastasia Amoroso, Payne Capital’s Courtney Garcia, UBS ’ Nadia Lovell iCapital's Anastasia Amoroso, Payne Capital's Courtney Garcia, Nadia Lovell Organizations: UBS ’, UBS

☆ AI stocks look promising long-term, but may be overvalued now, investing experts say
▼ + stars: | 2024-07-16 | by ( Ryan Ermey | ) www.cnbc.com time to read: +1 min

Just about everyone in the investing world, it seems, is bullish on artificial intelligence over the long term. In a recent note, researchers from the BlackRock Investment Institute said AI could usher in a transformation on par with the Industrial Revolution. Chipmaker Nvidia, seen as the leading player in the AI revolution, is up more than 175% over the past 12 months. All told, companies in the tech and communication services sectors — the ones investing most heavily in AI — make up about 44% of the S&P 500. "I don't think anyone would tell you that AI is not a generational investment theme," he says.

Persons: Goldman Sachs, —, Christopher R, Jackson Organizations: Tech, BlackRock Investment Institute, Nvidia, UBS Wealth Management Locations: BlackRock

☆ Forget the Magnificent 7: UBS just refreshed its 'Super 8' list of global stock picks
▼ + stars: | 2024-07-16 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

But for those looking for alternatives, UBS has refreshed its list of "highest conviction and most investable" tech stocks in Asia. So far, UBS' Asian Super 8 has gained 8.3% since its inception in February, beating the 6.7% returned by the benchmark MSCI Asia-Pacific index. "We believe the valuation discount across the value chain in Asia's technology sector offers a defensive catch-up play for investors," UBS' analysts wrote. Tencent has been making headlines recently, with several analysts bullish, including Goldman Sachs , which included the stock in its conviction list. The company, which also goes by the name Foxconn, is expecting over 40% year-on-year growth in its AI server sub-segment this year, UBS' analysts noted.

Persons: Tencent, Goldman Sachs, Hon Hai Taiwan's, Hai, — CNBC's Michael Bloom Organizations: Apple, Microsoft, Nvidia, Tesla, UBS, Hong Kong Stock Exchange, U.S, Hai Precision Industry, Taiwan Stock Exchange, Lenovo Lenovo, Lenovo, Hong Kong Exchange Locations: Asia, China, U.S

☆ CNBC Daily Open: Trump attends RNC, Dow record close, bitcoin 'digital gold
▼ + stars: | 2024-07-16 | by ( Abid Ali | ) www.cnbc.com time to read: +3 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Dow record highThe Dow Jones Industrial Average closed at an all-time high after former President Donald Trump survived an assassination attempt. Trump lauded at RNCFormer President Donald Trump was cheered and celebrated at the Republican National Convention in Milwaukee, his first appearance since an assassination attempt at a Pennsylvania rally. [PRO] 'Super 8'UBS has updated its "Super 8" list of top Asian tech stocks, seen as alternatives to the US "Magnificent Seven."

Persons: Donald Trump, Russell, Jerome Powell, Trump, JD Vance, Ohio, Elon Musk, Powell, you've, Larry Fink, Fink, bitcoin, CNBC's, Donald Trump's Organizations: CNBC, Dow, Dow Jones, Nasdaq, Treasury, Federal, RNC, Republican National Convention, Sporting, Trump, BlackRock, CSI, Nikkei, UBS Locations: U.S, Milwaukee, Pennsylvania, Asia, Pacific, China, Hong

☆ The Fed shouldn't cut rates at all this year as the US is poised for a 2nd half rebound, macro strategist says
▼ + stars: | 2024-07-15 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

The Fed shouldn't cut interest rates at all this year, strategist Jim Bianco said. AdvertisementThe Federal Reserve risks prematurely cutting interest rates right as the US economy is poised to reaccelerate, Jim Bianco told CNBC. Related storiesBacking the notion are promising declines in inflation and a cooling of the labor market. AdvertisementFed fund futures indicate that three 25-basis point interest rate cuts could come this year, starting in September. Interest rates will remain pressured by today's high level of government spending and continued consumer strength.

Persons: Jim Bianco, —, there'll, Brian Rose, Bianco, they're, " Bianco, Charles Schwab, Schwab Organizations: Service, Reserve, CNBC, Bianco Research, Fed, UBS, ISM Services

☆ Slowdown in consumer demand due to 'too high' interest rates: analyst
▼ + 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 EmailSlowdown in consumer demand due to interest rates being 'too high': analystClaudia Panseri, CIO France at UBS Global Wealth Management, joins Street Signs to discuss current market trends including potential concerns for the luxury sector, and the upcoming earnings season.

Persons: Claudia Panseri Organizations: UBS Global Wealth Management

☆ Earnings in the week ahead could be the next catalyst for a broadening market
▼ + stars: | 2024-07-12 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

IWM 5D mountain iShares Russell 2000 ETF Next week's earnings results will help investors glean whether that rotation trade is sustainable. The Dow Jones Industrial Average, which is weighted more toward the real economy than is the S & P 500 and Nasdaq, rose to a new record above 40,000. According to FactSet consensus estimates, S & P 500 companies are set to post blended earnings growth of 9.2% in the second quarter. "It's not unthinkable to see us exiting this year at 5,800 on the S & P," he said. This follows a difficult 2Q, when 75% of Large Cap Core managers trailed the S & P 500," Palfrey wrote.

Persons: Patrick Palfrey, Hogan, Keith Buchanan, Buchanan, Palfrey, David Sekera, Quincy Krosby, Goldman Sachs, Morgan Stanley, Huntington Organizations: Nasdaq, UBS, Investors, Riley, Dow Jones, Globalt Investments, Riley Securities, Big Tech, Core, LPL, BlackRock, Bank of America, Taiwan Semiconductor, Price, Retail, Hunt Transport Services, State, PNC Financial Services, UnitedHealth, United Airlines, Discover Financial Services, U.S . Bancorp, Johnson, Citizens Financial Group, Philadelphia Fed, Netflix, T Bank, KeyCorp, American Express, Halliburton, Fifth Third Bancorp, Regions Locations: Nasdaq, NAHB, Horton, Blackstone, Taiwan

☆ These are top global stock picks for the second half, according to UBS
▼ + stars: | 2024-07-12 | by ( Sean Conlon | ) www.cnbc.com time to read: +3 min

The outlook for stocks is becoming more favorable as inflation slows and the Federal Reserve looks to cut interest rates by yearend, according to UBS. Against that backdrop, UBS thinks investors should maintain a neutral view and remain strategic in their stock allocations. Here are some of the stocks on the UBS list: One of the stocks added to the list was San Diego-based, medical device maker Dexcom . Despite growth in the continuous glucose monitoring (CGM) segment of the diabetes market over the past few years, the sizable diabetes market has a "relatively low" penetration rate, according to UBS. "We expect DXCM to remain a leading player within the very concentrated CGM market."

Persons: Eric Potoker, that's, Ralph Lauren Organizations: Federal, yearend, UBS, San, MGM Resorts, Super, Las Vegas, Samsung Locations: Swiss, San Diego, Las Vegas, Las

☆ Women are set to inherit trillions of dollars in the great 'horizontal wealth transfer'
▼ + stars: | 2024-07-12 | by ( Robert Frank | ) www.cnbc.com time to read: +2 min

Up to $9 trillion is expected to be passed along to spouses and partners in the coming years as part of what's being called "the horizontal wealth transfer," according to a new report. Yet because surviving spouses and partners typically get the initial inheritances, and because women typically outlive men, bequests in the coming years will largely go to women, according to the UBS Global Wealth Report. UBS calls it the "horizontal wealth transfer," since the wealth is moving intra-generationally rather than intergenerationally. "Most people have a rather feudal idea of wealth going down through generations," said Paul Donovan, chief economist of UBS Global Wealth Management. According to the report, the largest horizontal wealth transfers will be in the Americas.

Persons: Paul Donovan Organizations: UBS Global Wealth, UBS, UBS Global Wealth Management Locations: what's, Americas

☆ Wall Street is bullish on stocks for the 2nd half of the year. Here are each firm's exact forecasts.
▼ + stars: | 2024-07-12 | by ( Matthew Fox | ) www.businessinsider.com time to read: +7 min

The most bullish S&P 500 price target is 6,000 from Evercore ISI, which represents a gain of about 7%. While the average year-end S&P 500 price target is 5,429, according to data from Bloomberg, the median year-end price target is 5,600. Yardeni Research: S&P 500 price target of 5,800Yardeni Research raised its year-end S&P 500 price target to 5,800 from 5,400 this week. Goldman Sachs: S&P 500 price target of 5,600Goldman Sachs strategist David Kostin boosted his S&P 500 price target to 5,600 from 5,200 last month. UBS: S&P 500 price target of 5,600UBS raised its S&P 500 price target to 5,600 from 5,400 in May, and that's after the bank raised its price target in February.

Persons: —, Julian Emanuel, Emanuel, they're, Oppenheimer, John Stoltzfus, Stoltzfus, Eric Wallerstein, Wallerstein, Ned Davis, Ed Clissold, Goldman Sachs, David Kostin, Kostin, Jonathan Golub Organizations: Wall, ISI, Service, Bloomberg, CNBC, Security, Yardeni, Research, Federal Reserve, Ned Davis Research, UBS, Chicago, & $ Locations: bearish

☆ Here are Friday's biggest analyst calls: Tesla, Nvidia, Micron, Apple, Starbucks, Amazon, Netflix, Oracle, Microsoft & more
▼ + stars: | 2024-07-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

forward Price Target (28% upside)." Bank of America reiterates Micron as buy Bank of America said it's sticking with its buy rating after a series of constructive management meetings. Benchmark reiterates Nvidia as buy Benchmark raised its price target on Nvidia to $170 per share from $135. "We are raising our rating on Booking Holdings (BKNG) to Buy from Hold and establishing a new $4,700 per share price target." "We are initiating coverage on Carvana Co. with a BUY rating and $155 PT."

Persons: Tesla, Wolfe, Price, Bernstein, Apple, Morgan Stanley, it's, BTIG, Baird downgrades Visteon, Baird, Jefferies, Jill, Piper Sandler, Piper, DraftKings Organizations: UBS, Spotify, Citi, Bank of America, Micron, Barclays, Medicines, JPMorgan, Netflix, Amazon's, Nvidia, Western Digital, Holdings, Booking Holdings, Jefferies, Inter, Microsoft, Oracle, Deutsche Bank, Deutsche Locations: 2H24

☆ Spouses — mostly women — could inherit $9 trillion from their partners in the next 25 years
▼ + stars: | 2024-07-12 | by ( Lian Kit Wee | ) www.businessinsider.com time to read: +1 min

A new UBS report said spouses, largely women, could inherit $9 trillion. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementThere's a huge wave of money and other assets set to change hands — and a good chunk of it will go to spouses, especially women. Dubbed the "Great Horizontal Wealth Transfer" by UBS in the bank's 2024 Global Wealth Report released this week, the term describes asset transfers within the same generation. Out of the $83 trillion to be inherited in the next 25 years, UBS estimated $9 trillion will go to women of the same generation.

Persons: — Organizations: UBS, Service, Business

☆ JPMorgan, Wells Fargo, and Citi kick off earnings with Q2 beats
▼ + 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 EmailJPMorgan, Wells Fargo, and Citi kick off earnings with Q2 beatsErika Najarian, UBS managing director, joins 'Squawk on the Street' to discuss second-quarter earnings reports from JPMorgan, Wells Fargo, and Citi.

Persons: Wells, Erika Najarian Organizations: JPMorgan, Citi, UBS Locations: Wells Fargo

☆ Stocks making the biggest premarket moves: Wells Fargo, JPMorgan, Tesla, Carvana and more
▼ + stars: | 2024-07-12 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

Check out the companies making the biggest moves in premarket trading: Wells Fargo — Shares tumbled 6% after the bank reported $11.92 billion in net interest income for the second quarter, a 9% year-over-year decline . Analysts polled by FactSet were expecting $12.12 billion in net interest income. Wells Fargo also reiterated its full-year forecast of a 7% to 9% decrease in net interest income. JPMorgan Chase — The bank slipped 1.6% despite reporting a revenue beat for the second quarter. Carvana — Shares of the used car seller added 1.3% after BTIG initiated coverage of the stock at a buy rating.

Persons: Wells, FactSet, Wells Fargo, JPMorgan Chase, Tesla, Carvana, Fastenal, —, Sarah Min, Jesse Pound, Pia Singh Organizations: JPMorgan, Revenue, LSEG, UBS, Bloomberg

☆ History says there's a 100% chance that US stocks will rise in the second half of the year — here are 15 stocks to target for maximum gains
▼ + stars: | 2024-07-12 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Sure enough, the S&P 500 rallied another 7.2%, ending 2023 up 24.2%. BMO Capital MarketsInvestors would love a similar outcome after a 14.5% first-half gain, which ranks in the 82nd percentile historically, according to BMO. History is on stocks' side in the second halfIn the last seven-and-a-half decades, the S&P 500 has risen 10% to 15% a dozen other times. Chances are, the relatively tame 5.5% slide the S&P 500 experienced in March and April won't be the biggest pullback of the year. Advertisement"Extended valuation remains a hot topic, but a closer inspection reveals that levels may not be as severe as are being advertised," Belski wrote.

Persons: —, Goldman Sachs, Brian Belski, Belski, Stocks, Oppenheimer Organizations: Service, BMO Capital Markets, Business, BMO Capital, BMO, UBS, Markets, Tech, Trade Locations: The Montreal, New York, US

But Mizuho expects things will play out differently, and instead raises its price target on the electric vehicle maker, citing challenges with its robotaxis. Morgan Stanley stands by Starbucks, keeping it at an overweight, but lowering its price target. Fong's $155 price target suggests shares can jump another 19.3% over Thursday's closing level, building on a year of monster gains. Analyst Doug Anmuth hiked the mega-cap technology stock's price target by $100 to $750, now implying 14.9% upside from Thursday's close. While he upped his price target by $50 to $197, that fresh target reflects a drop of 18.3%.

Persons: Morgan Stanley, Cody Acree, Acree, — Alex Harring, Jon Tower, Chipotle, Alex Harring, BTIG, Marvin Fong, Fong, Carvana, CarMax, Doug Anmuth, Anmuth, Anmuth's, that's, he's, Christina Cheddar Berk, Vijay Rakesh, Rakesh, Joseph Spak, Spak Organizations: CNBC, UBS, Starbucks, JPMorgan, Netflix, Nvidia, Citi, Harbour, Tesla, robotaxis, Bloomberg Locations: Thursday's, premarket, China

☆ Deflationary forces present in almost every sector in U.S., says UBS Global Wealth's Paul Donovan
▼ + 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 EmailDeflationary forces present in almost every sector in U.S., says UBS Global Wealth's Paul DonovanPaul Donovan, chief economist at UBS Global Wealth Management, and Jared Woodard, head of research committee at Bank of America Securities, join CNBC's 'The Exchange' to discuss deflation, macro outlooks, and more.

Persons: UBS Global Wealth's Paul Donovan Paul Donovan, Jared Woodard, CNBC's Organizations: UBS Global, UBS Global Wealth Management, Bank of America Securities Locations: U.S

☆ UBS downgrades Tesla to sell rating, warns that AI fervor could wane
▼ + stars: | 2024-07-12 | by ( Spencer Kimball | ) www.cnbc.com time to read: +1 min

The premium attached to Tesla's stock is increasingly difficult to justify as the company's core auto business deteriorates while enthusiasm over the effect of artificial intelligence on its future growth could wane, according to UBS. UBS analysts led by Joseph Spak downgraded Tesla to sell, though they increased their price target by $50 to $197 per share. The higher target still implies 18% downside from Thursday's close of $241.03 per share. But taken together, this is only $93 of identifiable value in the current share price, which means future option value represents 61% of today's stock, the UBS analysts said. "Given the lack of visibility and the risk that these growth opportunities materialize on a longer time horizon (or don't materialize at all), we rate the stock Sell."

Persons: Joseph Spak, Tesla, Spak Organizations: UBS

☆ 10 things to watch in the stock market Friday, including bank earnings and inflation
▼ + stars: | 2024-07-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

10 things to watch Friday, July 12 Will the market rotation out of year-to-date tech winners and into the rest of the market continue? JPMorgan reported a top and bottom line beat: Revenue of $50.99 exceeded estimates of $49.87 billion; adjusted earnings per share (EPS) of $4.26 beat by 7 cents. No change to full-year 2024 expectation of $91 billion net interest income (NII) and $92 billion in adjusted expense. Revenue of $20.69 billion beat estimates of $20.29 billion and EPS of $1.33 beat by 4 cents. NII of about $13.5 billion beat estimates of $13.22 billion.

Persons: Charlie Scharf's, Wells, Tesla, Morgan Stanley, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nasdaq, JPMorgan, Investment, Equity, Wells, Citigroup, UBS, Technologies, Citi, Wester Digital, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Getty Locations: Wells Fargo, New York City

☆ Softer labor market gives Fed incentive to cut rates 'sooner than later,' says UBS' Brian Rose
▼ + stars: | 2024-07-11 | 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 EmailSofter labor market gives Fed incentive to cut rates 'sooner than later,' says UBS' Brian RoseMichael Kushma, Morgan Stanley Investment Management senior fixed income portfolio manager; Barry Knapp, Ironsides Macroeconomics managing partner; and Brian Rose, UBS senior economist, join CNBC's 'The Exchange' to discuss outlooks on the economy, expectation for rate cuts, and how to position.

Persons: Brian Rose Michael Kushma, Morgan, Barry Knapp, Brian Rose, CNBC's Organizations: UBS, Morgan Stanley Investment Management, Ironsides

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