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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis economy is very far away from a recession, says Cerity Partners' Jim LebenthalJoe Terranova, Kari Firestone, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss the Fed's impact on the economy, where consumer spending is heading, and more.
Persons: Cerity, Jim Lebenthal Joe Terranova, Kari Firestone, Jenny Harrington, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is done raising rates, says Cerity Partners' Jim LebenthalJosh Brown, Stephanie Link, Jim Lebenthal, and Rob Sechan join 'Halftime Report' to discuss the state of the market after the latest CPI report, the outlook for rate hikes, and more.
Persons: Cerity, Jim Lebenthal Josh Brown, Stephanie Link, Jim Lebenthal, Rob Sechan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's likely to be a supply-demand imbalance for oil in the next year, says Cerity's Jim LebenthalLiz Young, Jason Snipe, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss the latest market rally, the likelihood of a recession, and more.
Persons: Jim Lebenthal Liz Young, Jason Snipe, Jim Lebenthal, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStarbucks 4Q earnings beat boosted by same-store sales and higher prices. How to play the stockJim Cramer, Josh Brown of Ritholtz Wealth Management and Jim Lebenthal of Cerity Partners discussed Starbucks after the company reported fiscal 4Q earnings that beat on both earnings and revenue.
Persons: Jim Cramer, Josh Brown, Jim Lebenthal Organizations: Ritholtz Wealth Management, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Joe Terranova, Steve Weiss, and Jim LebenthalJoe Terranova, Virtus Investment Partners chief market strategist, Steve Weiss, Short Hills Capital founder, and Jim Lebenthal, Cerity Partners chief equity strategist, join 'Halftime Report' to discuss the upcoming Fed meeting, Apple's quarterly earnings, and more.
Persons: Joe Terranova, Steve Weiss, Jim Lebenthal Joe Terranova, Jim Lebenthal Organizations: Virtus Investment Partners, Short Hills Capital, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is potential for a year-end rally, says Virtus Investment's Joe TerranovaJoe Terranova, Virtus Investment Partners chief market strategist, Steve Weiss, Short Hills Capital founder, and Jim Lebenthal, Cerity Partners chief equity strategist, join 'Halftime Report' to discuss the upcoming Fed meeting, Apple's quarterly earnings, and more.
Persons: Virtus, Joe Terranova Joe Terranova, Steve Weiss, Jim Lebenthal Organizations: Virtus Investment Partners, Short Hills Capital, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rates are squarely causing the stock market to go down, says Cerity's Jim LebenthalJosh Brown, Shannon Saccocia, Bill Baruch, and Jim Lebenthal join 'Halftime Report' to discuss declining prices with mega-cap tech stocks, the outlook for interest rates, and more.
Persons: Jim Lebenthal Josh Brown, Shannon Saccocia, Bill Baruch, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTensions in the Middle East have put equity markets on edge, says Cerity Partners' Jim LebenthalBryn 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: Cerity, Jim Lebenthal Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia shares dip following new U.S. restrictions on AI chip exports to China. How to play the stockAmy Raskin of Chevy Chase Trust, Jim Lebenthal of Cerity Partners and Brenda Vingiello of Sand Hill Global Advisors discussed Nvidia after the stock slumped Tuesday following an announcement that the U.S. plans to curb the export of AI chips to China.
Persons: Amy Raskin, Jim Lebenthal, Brenda Vingiello Organizations: Nvidia, Chevy Chase Trust, Cerity Partners, Global Advisors Locations: China, Sand, U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed settling at 3% is better than a recession in an election year, says Cerity's Jim LebenthalBryn Talkington, Joe Terranova, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss the potential for a recession during the upcoming election year, data indicating healthy consumer spending, and more.
Persons: Jim Lebenthal Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIsrael-Hamas conflict not a fundamental reason why market should rally: Cerity's Jim LebenthalJosh Brown, Kari Firestone, Jim Lebenthal, and Sarat Sethi join CNBC's 'Halftime Report' to discuss stocks rising while Treasury yields drop, the impact of Thursday's CPI report, and more.
Persons: Jim Lebenthal Josh Brown, Kari Firestone, Jim Lebenthal, Sarat Sethi, CNBC's Organizations: Israel, Treasury, CPI
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis economy is not close to a recession, says Cerity Partners' Jim LebenthalJosh Brown, Kari Firestone, Jim Lebenthal, and Sarat Sethi join CNBC's 'Halftime Report' to discuss stocks rising while Treasury yields drop, the impact of Thursday's CPI report, and more.
Persons: Cerity, Jim Lebenthal Josh Brown, Kari Firestone, Jim Lebenthal, Sarat Sethi, CNBC's Organizations: Treasury, CPI
Alphabet shares are up 56% in 2023, but the stock still looks promising, according to Karen Firestone, CEO of Aureus Asset Management. "We still think it's very attractive," she said on CNBC's " Halftime Report ." "I think the amount of intelligence they have put into the search engine is phenomenal and that's just going to continue building," she added. Fellow "Halftime Report" traders Josh Brown, Sarat Sethi and Jim Lebenthal agreed that the stock still has strong prospects, even at this valuation. "This is the one tech stock that I'm overweight … It's attractively priced for a rapidly growing company," said Lebenthal, chief equity strategist at Cerity Partners.
Persons: Karen Firestone, Firestone, Firestone wasn't, Josh Brown, Sarat Sethi, Jim Lebenthal, Lebenthal, Sethi, Douglas C, Management's Brown, Brown Organizations: Asset Management, Firestone, Cerity Partners, Lane, Associates, Google
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailToday's jobs data suggest a good inflation number, says Cerity Partners' Jim LebenthalCerity Partners' Jim Lebenthal joins 'Halftime Report' to discuss signs that the Fed has met its dual mandate, CEO sentiment data awaiting signals of relief from the Fed, and Fed Chair Powell's read of the latest jobs data.
Persons: Cerity, Jim Lebenthal Cerity Partners, Jim Lebenthal, Powell's Organizations: Fed
A soft inflation reading in the week ahead after Friday's jobs report could be the signal stocks need to turn around after their recent carnage from rising bond yields. Some market participants are hopeful stocks can start to rebound from their recent lows if next week's inflation reports confirm price pressures easing. The producer price index comes out Wednesday, while the consumer price index is due out Thursday. The September consumer price index that's due out Thursday is expected to show easing inflation. Export Price Index (September) 10 a.m. Michigan Sentiment preliminary (October) Earnings: BlackRock , UnitedHealth Group , The PNC Financial Services Group , JPMorgan Chase , W ells Fargo , Citigroup
Persons: Stocks, Jim Lebenthal, Lebenthal, Dow Jones, it's, Mary Daly, we'll, Hogan, Wells, BlackRock, Price, JPMorgan Chase Organizations: Federal Reserve, Dow Jones Industrial, Cerity Partners, CPI, PPI, Treasury, Dow, San Francisco Fed, Riley, JPMorgan Chase, Citigroup, UnitedHealth, PepsiCo, Treasury Budget, Delta Air Lines, Walgreens, Alliance, Price, UnitedHealth Group, PNC Financial Services Group, JPMorgan Locations: U.S, Wells Fargo, Michigan
On Thursday's "Ask Halftime," CNBC Pro subscribers asked which stocks they should buy, hold or sell right now. Jim Lebenthal of Cerity Partners said Boeing 's share price is at an attractive level to buy and hold right now. Then, Aureus Asset Management's Karen Firestone explained why she likes Booking Holdings ' stock as a travel-related investment.
Persons: Jim Lebenthal, Karen Firestone Organizations: CNBC, Cerity Partners, Boeing, Holdings
Market Movers rounded up the latest reactions on General Motors from investors and analysts. Jim Lebenthal of Cerity Partners and Boris Schlossberg of BK Asset Management gave their takes on GM's stock dipping below $30 during intraday trading for the first time in more than three years. The action came after The Wall Street Journal reported that GM is potentially facing a government recall of at least 20 million vehicles due to a faulty airbag part. The decline in share price occurs as GM is grappling with ongoing strikes by the United Auto Workers union. General Motors stock closed Thursday at $30.31 a share, down by 2.4%.
Persons: Jim Lebenthal, Boris Schlossberg Organizations: General Motors, Cerity Partners, BK Asset Management, Street Journal, GM, United Auto Workers
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGeneral Motors hits 3-year intraday low amid recall report. How to play the stockJim Lebenthal of Cerity Partners and Boris Schlossberg of BK Asset Management discussed General Motors as shares hit a three-year low amid a new Wall Street Journal report outlining a potential airbag recall on thousands of GM cars.
Persons: Jim Lebenthal, Boris Schlossberg Organizations: General Motors, Cerity Partners, BK Asset Management, Motors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rates are rising because economic growth is better than expected, says Cerity's LebenthalJosh 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: Cerity's Lebenthal Josh Brown, Stephanie Link, Jim Lebenthal
Market Movers rounded up the latest reactions on Nike from investors and analysts. The pros are bullish on the sports apparel giant after Nike posted its fiscal first-quarter results last Thursday. The company missed Wall Street's expectations for the first time in two years, coming in at $12.94 billion, versus the $12.98 billion anticipated by analysts, per LSEG, formerly known as Refinitiv. However, earnings came in above analysts' estimates, with Nike posting 94 cents per share, compared to expectations of 75 cents per share. Jim Lebenthal of Cerity Partners bought Nike and explained why he is getting the name at a good price.
Persons: Jim Lebenthal Organizations: Nike, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPros remain bullish on Nike the week after earnings. Here's what the pros sayJim Lebenthal of Cerity Partners, Josh Brown of Ritholtz Wealth Management and Stephanie Link of Hightower Advisors discussed Nike after the company reported 1Q earnings last week and closed flat Tuesday.
Persons: Jim Lebenthal, Josh Brown, Stephanie Link, Hightower Organizations: Nike, Cerity Partners, Ritholtz Wealth Management, Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCisco acquires Splunk for $28 billion. Here's what the pros say to do nextJim Cramer, Jim Lebenthal of Cerity Partners and Jenny Harrington of Gilman Hill Asset Management discussed Cisco after the company announced its largest acquisition ever by acquiring cybersecurity software company Splunk for $28 billion.
Persons: Jim Cramer, Jim Lebenthal, Jenny Harrington Organizations: Cisco, Cerity Partners, Management
Intel core processors expected to bring AI to PCs by December 14
  + stars: | 2023-09-19 | 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 EmailIntel core processors expected to bring AI to PCs by December 14Karen Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Kristina Partsinevelos, join 'Halftime Report' to discuss Intel as the company kicked of its developer conference on Tuesday.
Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, CNBC's Kristina Partsinevelos Organizations: Intel, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners
Fed kicks off 2-day meeting: What investors should expect
  + 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 EmailFed kicks off 2-day meeting: What investors should expectKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Steve Liesman, join 'Halftime Report' to discuss what to expect from Fed's meeting, how Fed's decision in rate hikes will impact the market, and more.
Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, Steve Liesman Organizations: Fed, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners
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
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