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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQuantitative tightening caps growth on risky assets, but it's not a bomb to the market, says Gilman Hill's HarringtonCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Jim Lebenthal, Jenny Harrington and Sarat Sethi discuss the Fed's quantitative tightening and what it means for markets heading into 2023.
Be careful buying banks right now, warns Hightower's Link
  + stars: | 2022-12-06 | 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 EmailBe careful buying banks right now, warns Hightower's LinkCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Jim Lebenthal, Jenny Harrington and Sarat Sethi discuss their calls of the day and the financial trade.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee weigh in on the markets' 'directionless December'CNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Jim Lebenthal, Jenny Harrington and Sarat Sethi discuss market outlook in December and the likelihood of a year-end rally.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should still be overweight energy, material and industrials, says Hightower's Stephanie LinkCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Jim Lebenthal, Jenny Harrington and Sarat Sethi, discuss market outlook in December and the likelihood of a year-end rally.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDow slides 300 points on fears the Fed will keep tightening into a recessionCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Bill Baruch, Joe Terranova and Jim Lebenthal discuss the likelihood of a year end rally and what it means for 2023 market outlook.
Fed's soft landing appears more likely now, says Jim Libenthal
  + stars: | 2022-12-05 | 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 EmailFed's soft landing appears more likely now, says Jim LibenthalCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Bill Baruch, Joe Terranova and Jim Lebenthal discuss the likelihood of a year-end rally and what it means for 2023 market outlook.
Apple and the tech trade: What investors need to know
  + stars: | 2022-12-05 | 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 EmailApple and the tech trade: What investors need to knowCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Bill Baruch, Joe Terranova and Jim Lebenthal, discuss Apple and the tech trade.
Real estate investment trusts are having a bad year. Blackstone recently had to limit withdrawals from its retail real estate fund , BREIT, for November and December. "I don't think that you are doing yourself a service to make the broad-based statement, 'commercial real estate is bad.'" The time to get out of REITs, I would say, is when interest rates are going up," he said on "Halftime Report." The key to investing is to sort through the sector and choose wisely, Harrington added.
It's been a brutal year for tech stocks, which means there may be opportunities for investors to scoop up some names at a good price. There are big cap names trading at historical lows," said Altimeter Capital Chair and CEO Brad Gerstner on CNBC's " Closing Bell: Overtime " Thursday. Microsoft For Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, Microsoft looks compelling, especially due to its commercial cloud business. Microsoft shares are down 24% in 2022. Stephen Weiss, chief investment officer at Short Hills Capital Partners, also likes Microsoft, as well as Apple .
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'Halftime Report' investment committee responds to the jobs reportJason Snipe, Steve Weiss, Jenny Harrington, Jim Lebenthal join the 'Halftime Report' to discuss the labor market, the Fed agenda and how the markets are responding to the jobs report.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's enormous opportunity in REITs, says Gilman Hill's Jenny HarringtonJason Snipe, Steve Weiss, Jenny Harrington and Jim Lebenthal join the 'Halftime Report' to discuss investment in real estate, the commercial real estate sectors impact on REIT sector and where opportunity lies.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'Halftime Report' investment committee addresses the state of tech stocksJason Snipe, Steve Weiss, Jenny Harrington and Jim Lebenthal join the 'Halftime Report' to discuss the free cash flow generation in tech stocks, top performers in the sector and long term growth opportunities.
Salesforce sells off on the back of disappointing earnings
  + stars: | 2022-12-01 | 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 EmailSalesforce sells off on the back of disappointing earningsCNBC's Jim Lebenthal joins the investment committee on the 'Halftime Report' to discuss the salesforce sell-off that occurred in response to a disappointing revenue guidance.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'Halftime Report' investment committee talks defensive positioning to mitigate risk exposureJenny Harrington, Joe Terranova, and Jim Lebenthal join the 'Halftime Report' to discuss comments made by New York Fed President John Williams and how to set up a defensive position in your portfolio.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email‘Halftime Report’ investment committee's Stephanie Link offers her bullish case for Disney after Iger takeoverCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Josh Brown, Anastasia Amoroso and Jim Lebenthal, discuss Disney's stock following news of former CEO Bob Iger return to the position.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBob Chapek's corporate activism may have caused issues with shareholders, says Cerity's Jim LebenthalCNBC’s ‘Halftime Report’ investment committee, Kari Firestone, Josh Brown, Joe Terranova and Jim Lebenthal discuss the Disney board’s decision to replace CEO Bob Chapek with former CEO Bob Iger and how it impacts the stock.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee weigh in on Iger's return as Disney CEOCNBC’s ‘Halftime Report’ investment committee, Kari Firestone, Josh Brown, Joe Terranova and Jim Lebenthal discuss the Disney board’s decision to replace CEO Bob Chapek with former CEO Bob Iger and how it impacts the stock.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee weigh in on energy sectorCNBC’s ‘Halftime Report’ investment committee, Kari Firestone, Josh Brown, Joe Terranova and Jim Lebenthal discuss energy the worst performing sector today, but the only positive sector this year.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors are ready to buy, but we need more layoffs and inflation to fall, says Aureus' Karen FirestoneCNBC’s ‘Halftime Report’ investment committee, Karen Firestone, Josh Brown, Joe Terranova and Jim Lebenthal discuss November stock gains and their market outlook.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBullard should probably be doing his private equity firm interviews at this point: Ritholtz's Josh BrownTrying to determine what the Fed really wants. With CNBC's Scott Wapner and the 'Halftime Report' investment committee Bryn Talkington, Josh Brown, Jim Lebenthal and Michael Farr.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC 'Halftime Report' investment committee try to figure out the FedTrying to determine what the Fed really wants. With CNBC's Scott Wapner and the 'Halftime Report' investment committee Bryn Talkington, Josh Brown, Jim Lebenthal and Michael Farr. With CNBC's Steve Liesman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet, XLE, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Bryn Talkington of Requisite Capital Management, Jim Lebenthal Cerity Partners, and Michael Farr of Farr, Miller & Washington answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this market volatility, including whether to buy, sell or hold specific names. Bryn Talkington of Requisite Capital Management highlighted reasons why JPMorgan's Equity Premium Income ETF will continue to be a strong defensive strategy in this rising rate environment. Cerity Partners' Jim Lebenthal explained why he likes the Energy Select Sector SPDR Fund ETF as a way to play the oil sector broadly, rather than investing in individual stocks. Finally, Michael Farr of Farr, Miller & Washington talked about why you can hold Microsoft , Apple , Amazon and Alphabet as long term investments.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow to play tech now, with the 'Halftime Report' investment committeeThe traders discuss the best way to play tech stocks right now. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Bryn Talkington, Josh Brown, Jim Lebenthal and Michael Farr.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's 'Halftime Report' investment committee discuss today's market activitySteve Weiss, Jenny Harrington, Jim Lebenthal join 'Halftime Report' to discuss the purchasing in the rally, Fed agenda, and investment opportunities in small caps.
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