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Watch CNBC's investment committee discuss mega cap tech earnings
  + stars: | 2023-10-23 | 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 EmailWatch CNBC's investment committee discuss mega cap tech earningsLiz Young, Joe Terranova, Anastasia Amoroso, and Steve Weiss join 'Halftime Report' to discuss the relationship between yields and equities, expectations for mega-cap tech earnings, and whether yields are topping out.
Persons: Liz Young, Joe Terranova, Anastasia Amoroso, Steve Weiss Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFutures traders need to neutralize positions when they are going bad, says Virtus' Joe TerranovaShannon Saccocia, Josh Brown, Steve Weiss, Joe Terranova and Capital Wealth Planning CIO Kevin Simpson join 'Halftime Report' to discuss investment committee rising rates slowing housing market transactions, the strength of retail sales and employment, and more.
Persons: Virtus, Joe Terranova Shannon Saccocia, Josh Brown, Steve Weiss, Joe Terranova, Kevin Simpson Organizations: Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee react to Fed Chair Powell's latest remarksJoe Terranova, Jenny Harrington, Jim Lebenthal, and CNBC's Steve Liesman join 'Halftime Report' to discuss the market reaction to Fed Chair Powell's latest remarks, how economic strength could invigorate the Fed to hike further, and who the buyers will be for surplus treasury notes.
Persons: Joe Terranova, Jenny Harrington, Jim Lebenthal, Steve Liesman Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss 10-year yields moving higherBryn Talkington, Joe Terranova, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss 10-year yields breaking above 4%, earnings coming in stronger than expected, and the war in the Middle East impacting investor sentiment.
Persons: Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss Organizations: Watch, Bryn
Needham's double play in the semis
  + stars: | 2023-10-13 | by ( Scott Wapner | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeedham's double play in the semisThe "Halftime Report" Investment Committee debates Needham's buy call on Lam Research and Applied Materials.
Organizations: Lam Research, Materials
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss BlackRock CEO Larry Fink's latest comments and moreBryn Talkington, Joe Terranova, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss the potential for a recession during the upcoming election year, Larry Fink's comments about inflation remaining stickier than expected, and data indicating consumer spending remains healthy.
Persons: Larry Fink's, Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss Organizations: Watch, BlackRock
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss this week's PPI and CPI reportsStephanie Link, Shannon Saccocia, Jason Snipe, and Jim Lebenthal join 'Halftime Report' to discuss oscillating volatility in market activity, Fed rates stabilizing as they near a peak, and this week's PPI and CPI numbers.
Persons: Stephanie Link, Shannon Saccocia, Jason Snipe, Jim Lebenthal Organizations: Watch, PPI
Watch CNBC's investment committee respond to the jobs report
  + stars: | 2023-10-06 | 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 investment committee respond to the jobs reportJosh Brown, Shannon Saccocia, and Joe Terranova join 'Halftime Report' to discuss investment committee price action in utilities and consumer staples, the jobs data revealing strong job growth and slower wage growth, and more.
Persons: Josh Brown, Shannon Saccocia, Joe Terranova Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPrice action in the market is building a base for a Q4 rally, says Virtus Investment's Joe TerranovaJosh Brown, Shannon Saccocia, and Joe Terranova join 'Halftime Report' to discuss investment committee price action in utilities and consumer staples, the jobs data revealing strong job growth and slower wage growth, and more.
Persons: Virtus, Joe Terranova Josh Brown, Shannon Saccocia, Joe Terranova
Watch CNBC's investment committee discuss this week's jobs data
  + stars: | 2023-10-05 | 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 EmailWatch CNBC's investment committee discuss this week's jobs dataJosh Brown, Kari Firestone, and Jim Lebenthal join CNBC's 'Halftime Report' to discuss the market's effort to price in jobs data, consumer demand for energy, and a potential General Motors recall due to explosive airbags.
Persons: Josh Brown, Kari Firestone, Jim Lebenthal, CNBC's Organizations: Watch, Motors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the pullback in equitiesJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss economic growth coming in better than expected, rising rates' downward pressure on equities, and alternatives to equities gaining momentum.
Persons: Josh Brown, Stephanie Link, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss rate expectations for Q4Shannon Saccocia, CIO of NB Private Wealth, Joe Terranova, chief market strategist at Virtus Investment Partners, Steve Weiss, Short Hills Capital founder, and Brian Belski, BMO chief investment strategist, join 'Halftime Report' to discuss the Q4 playbook, rates moving higher as additional supply comes in from the Fed, and more.
Persons: Shannon Saccocia, Joe Terranova, Steve Weiss, Brian Belski Organizations: Watch, Virtus Investment Partners, Short Hills Capital, BMO
For the most part, the market has paid little attention, but this time the message seems to have hit home. Banks stocks have been weak, and even former leaders in industrials like Parker Hannifin have been down. Fewer than 50% of NYSE stocks are above their 200-day moving average. Energy stocks are up, but even they have been selling off in the last week, despite the rise of oil. "Rising interest rates have made commodities-related areas, from industrial metals to energy, interesting for the time being," Timmer noted.
Persons: Jerome Powell, Powell, Russell, Parker, Frank Gretz, Timmer, Lowry Organizations: UAW, Retail, Airlines, JETS, Transports, Banks, Nvidia, Marvell, AMD, Wellington, Commodities, Energy Locations: Banks, industrials, Taiwan, Wellington Shields, mused
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should own assets that can benefit from inflation, says BofA Securities' Jared WoodardJared Woodard, head of the Research Investment Committee and head of ETF strategy at BofA Securities, joins 'Squawk Box' to discuss the latest market trends and recent market correction, rest of year outlook, and more.
Persons: Jared Woodard Jared Woodard Organizations: BofA, Research Investment, BofA Securities
Watch CNBC’s full investment committee discussion
  + stars: | 2023-09-22 | 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 EmailWatch CNBC’s full investment committee discussionBryn Talkington, Requisite Capital Management managing partner, Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss the market as it is still poised to end the week with steep losses, whether recession is on the horizon, and more.
Persons: Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital
Watch CNBC's investment committee discuss today's Fed meeting
  + stars: | 2023-09-20 | 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 investment committee discuss today's Fed meetingStephanie Link, Joe Terranova, Shannon Saccocia, Liz Young, and CNBC's Steve Liesman join 'Halftime Report' to discuss today's upcoming Fed comments, the market pricing in a zero percent chance of the Fed hiking rates further in September, and more.
Persons: Stephanie Link, Joe Terranova, Shannon Saccocia, Liz Young, Steve Liesman Organizations: Watch
Watch CNBC’s investment committee discuss Amazon
  + stars: | 2023-09-19 | 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 EmailWatch CNBC’s investment committee discuss AmazonKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, join 'Halftime Report' to discuss how investors should approach Amazon, how they look at various divisions of the company, and more.
Persons: Amazon Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal Organizations: Watch, Amazon, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil bullishness comes from a supply and demand mismatch due to cuts, says Requisite's Bryn TalkingtonBryn Talkington, managing partner at Requisite Capital Management, joins the investment committee on 'Halftime Report' to discuss a technical read of the oil market, a mismatch in oil supply and demand levels, and incongruencies in the oil energies market.
Persons: Requisite's Bryn, Bryn Talkington Organizations: Capital Management
Watch CNBC's investment committee discuss the state of tech
  + stars: | 2023-09-18 | 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 EmailWatch CNBC's investment committee discuss the state of techJoe Terranova, Shannon Saccocia, Josh Brown, and Steve Weiss join 'Halftime Report' to discuss a shifting tech trade, Powell's upcoming comments on Wednesday, and more.
Persons: Joe Terranova, Shannon Saccocia, Josh Brown, Steve Weiss Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss cross currents in the marketKevin Simpson, Joe Terranova, and Jim Lebenthal join 'Halftime Report' to discuss the market response to this week's economic data, the performance of major averages in September, and the start of a UAW automotive workers strike.
Persons: Kevin Simpson, Joe Terranova, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the elevated PPI numberSteve Weiss, Jason Snipe, Amy Raskin, and Jim Lebenthal join 'Halftime Report' to discuss today's ARM IPO open, the PPI number coming in higher than expected, and worries about the health of the consumer.
Persons: Steve Weiss, Jason Snipe, Amy Raskin, Jim Lebenthal Organizations: Watch, ARM, PPI
Watch CNBC's investment committee discuss August CPI data
  + stars: | 2023-09-13 | 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 investment committee discuss August CPI dataSteve Weiss, Joe Terranova, and Kari Firestone join 'Halftime Report' to discuss the hotter-than-expected CPI print, what sector will lead markets in September, and considerations about how tomorrow's PPI number will impact Fed policy.
Persons: Steve Weiss, Joe Terranova, Kari Firestone Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMajor stock indices still have upside momentum, says Fairlead Strategies' Katie StocktonKatie Stockton, Fairlead Strategies founder, along with the investment committee join 'Halftime Report' to discuss the cyclical bull trend, factors that would improve market breadth, and weak momentum around Apple going in to its release event.
Persons: Katie Stockton Katie Stockton Organizations: Apple
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss this week's economic dataStephanie Link, Joe Terranova, Anastasia Amoroso, and Jim Lebenthal join 'Halftime Report' to discuss consumer spending in services leading to above average growth in the economy and inflation, deceleration in consumer spending towards retail sales, and buying the dip caused by spiking yields.
Persons: Stephanie Link, Joe Terranova, Anastasia Amoroso, Jim Lebenthal Organizations: Watch
Grade my trade: XPO, DEC, VNOM & GOOGL
  + stars: | 2023-09-08 | 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 EmailGrade my trade: XPO, DEC, VNOM & GOOGLCNBC’s ‘Halftime Report’ investment committee, Bryn Talkington, Steve Weiss, Shannon Saccocia and Jason Snipe, weigh in XPO, Copper, Viper Energy and Alphabet.
Persons: Bryn Talkington, Steve Weiss, Shannon Saccocia, Jason Snipe Organizations: DEC, Viper Energy
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