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☆ IMF expects new housing demand in China to drop by around 50% in the next decade
▼ + stars: | 2024-02-02 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +5 min

Nurphoto | Nurphoto | Getty ImagesBEIJING — Demand for new housing in China is set to drop by around 50% over the next decade, making it harder for Beijing to quickly bolster the country's overall growth. China's real estate sector and related industries have accounted for about a quarter of the country's gross domestic product. Zhang said China's housing demand would remain large, and policy support would gradually kick in. "Therefore, a significant decline in housing demand is very unlikely to happen," he said. The IMF report compared housing demand and new starts from the 2012 to 2021 period with estimates for 2024 to 2033.

Persons: Zhengxin Zhang, Zhang, Evergrande, Sonali Jain, Chandra, Nir Klein Organizations: Nurphoto, Getty, International Monetary Fund's, IMF, U.S ., People's Bank of China Locations: Huai'an, China, BEIJING, Beijing, Evergrande, Hong Kong, Asia, Pacific

☆ Patrick Industries is an incredibly well-run company, says Essex Investment's Nancy Prial
▼ + stars: | 2024-02-01 | 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 EmailPatrick Industries is an incredibly well-run company, says Essex Investment's Nancy PrialNancy Prial, co-CEO and senior portfolio manager at Essex Investment Management, joins 'The Exchange' to discuss why she believes the economic drivers are favoring small-cap stocks, her favorite stock names right now, and more.

Persons: Essex, Nancy Prial Nancy Prial Organizations: Industries, Essex Investment Management

☆ China is stepping up to save its economy this year, but the data just doesn't seem to be getting much better
▼ + stars: | 2024-02-01 | by ( Huileng Tan | ) www.businessinsider.com time to read: +5 min

In January, authorities pulled about a dozen moves to stabilize a stock market rout and to support the property sector. But China's economic data isn't encouraging, and investor confidence is still low. Investors are cautiousThe moves gave some support to Chinese markets, but investors are still cautious. China's economic data hasn't been rosy either. Consumer appetite for property is still lowStill, overall consumer appetite for the property market appears to be in the dumps.

Persons: —, Hao Hong, Premier Li Qiang, Hong, Min Lan Tan, Tan Organizations: Service, Bloomberg, Grow Investment, Premier, Reuters, Investors, CSI, Securities Times, Estate Information Corp, Asia Pacific, UBS, Nikkei Locations: China, Beijing, Shanghai, Shenzhen, Guangzhou, Suzhou, Guangxi, Nikkei Asia

☆ We are still in a manufacturing recession, says Virtus Investment's Joe Terranova
▼ + stars: | 2024-01-31 | 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 EmailWe are still in a manufacturing recession, says Virtus Investment's Joe TerranovaJoe Terranova and Stephanie Link join CNBC's "Halftime Report" to reflect on Rockwell Automation's earnings miss and the opportunity in the industrials.

Persons: Virtus, Joe Terranova Joe Terranova, Stephanie Link Organizations: Rockwell

☆ Financials is the one sector that will surprise you this year, says Virtus Investment's Terranova
▼ + stars: | 2024-01-30 | 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 EmailFinancials is the one sector that will surprise you this year, says Virtus Investment's TerranovaJoe Terranova and Jenny Harrington join CNBC's Halftime Report to pick their favorite financials in the sector.

Persons: Virtus Investment's Terranova Joe Terranova, Jenny Harrington Organizations: CNBC's

☆ Investors would be wise to rebalance and move into defensive areas: NFJ Investment's John Mowrey
▼ + stars: | 2024-01-30 | 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 EmailInvestors would be wise to rebalance and move into defensive areas: NFJ Investment's John MowreyJohn Mowrey, NFJ Investment Group executive managing director and CIO, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Tuesday.

Persons: John Mowrey John Mowrey Organizations: NFJ Investment Group

☆ Goldman Sachs is positioned in the right direction now, says Virtus Investment's Joe Terranova
▼ + stars: | 2024-01-29 | 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 EmailGoldman Sachs is positioned in the right direction now, says Virtus Investment's Joe TerranovaJoe Terranova and Steve Weiss react to the news about Goldman Sachs senior executive Jim Esposito retiring from the firm after spending about three decades.

Persons: Goldman Sachs, Virtus, Joe Terranova Joe Terranova, Steve Weiss, Jim Esposito

☆ This may be the worst quarter of 2024, says Virtus Investment's Joe Terranova
▼ + stars: | 2024-01-18 | 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 EmailThis may be the worst quarter of 2024, says Virtus Investment's Joe TerranovaDan Greenhaus, Solus Alternative Asset Management chief strategist, Joe Terranova, senior managing director at Virtus Investment Partners, and Victoria Fernandez, chief market strategist at Crossmark Global Investments, join 'Closing Bell' to discuss how they're navigating the sideways markets in 2024.

Persons: Virtus, Joe Terranova Dan Greenhaus, Joe Terranova, Victoria Fernandez Organizations: Asset Management, Virtus Investment Partners, Crossmark Global Investments

☆ No April rate cuts will be 'the best thing for the market', says Bespoke Investment's Paul Hickey
▼ + stars: | 2023-12-01 | 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 EmailNo April rate cuts will be 'the best thing for the market', says Bespoke Investment's Paul HickeyPaul Hickey, Bespoke Investment Group co-founder, joins 'Squawk Box' to discuss the latest market trends, whether the November rally can continue through year-end, 2024 outlook, the Fed's rate path outlook, and more.

Persons: Paul Hickey Paul Hickey Organizations: Investment Group

☆ The nucleus of the economy is the semiconductor chip, says Virtus Investment's Joe Terranova
▼ + 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 EmailThe nucleus of the economy is the semiconductor chip, says Virtus Investment's Joe TerranovaJoe Terranova, Virtus Investment Partners chief market strategist, joins 'Power Lunch' to take on the growth versus value debate and offer his market outlook..

Persons: Virtus, Joe Terranova Joe Terranova Organizations: Virtus Investment Partners

☆ There's incredible potential for growth in India, says Mobius Investment's Mark Mobius
▼ + stars: | 2023-11-14 | 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 incredible potential for growth in India, says Mobius Investment's Mark MobiusMark Mobius, president of Mobius Investment Consulting, joins 'The Exchange' to discuss the impact of rising political risk on China's stock market, investment opportunities in the region, and more.

Persons: Mobius, Mobius Mark Mobius Organizations: Mobius Investment Consulting Locations: India

☆ Watch CNBC's full interview with NewEdge Wealth's Cameron Dawson and NFJ Investment's John Mowrey
▼ + stars: | 2023-11-14 | 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 NewEdge Wealth's Cameron Dawson and NFJ Investment's John MowreyCameron Dawson, chief investment officer for NewEdge Wealth, and John Mowrey, NFJ Investment Group CIO and senior portfolio manager, join 'Closing Bell' to discuss the Fed and the market reaction to the CPI report.

Persons: NewEdge Wealth's Cameron Dawson, NFJ, John Mowrey Cameron Dawson, John Mowrey Organizations: NFJ Investment

A general view of the Bank of England in the City of London, Britain, September 25, 2023. In making that call the BoE report focuses mostly on consumption, which it estimates makes up about 60% of GDP. As a result, the BoE expects the fallout from rate moves to date to "grow over time" even if one-off quarterly hits have peaked. And whatever the slow-burning hit to growth and consumption, inflation surprises could well change the increasingly comfortable markets picture. BOE chart on GDP outlookBOE chart on consumption hit from rate risesReuters Graphics Reuters GraphicsThe opinions expressed here are those of the author, a columnist for Reutersby Mike Dolan X: @reutersMikeD; editing by David EvansOur Standards: The Thomson Reuters Trust Principles.

Persons: Hollie Adams, Huw Pill, what's, BoE, Modupe Adegbembo, Andy Burgess, BOE, Mike Dolan, David Evans Organizations: Bank of England, City of, REUTERS, Bank, Reuters, AXA Investment Managers, Thomson Locations: City, City of London, Britain, British

☆ The economy is closer to a recession than markets think, says New York Life Investment's Goodwin
▼ + stars: | 2023-11-03 | 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 economy is closer to a recession than markets think, says New York Life Investment's GoodwinLauren Goodwin, New York Life Investments economist, joins 'Closing Bell' 'Closing Bell' to discuss the current market rally and her market outlook.

Persons: Investment's Goodwin Lauren Goodwin Organizations: New York Life Investments Locations: New York

☆ Watch CNBC's full interview with Wedbush's Dan Ives, Virtus Investment's Joe Terranova and CIC Wealth's Malcolm Ethridge
▼ + stars: | 2023-11-02 | 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 Wedbush's Dan Ives, Virtus Investment's Joe Terranova and CIC Wealth's Malcolm EthridgeDan Ives, Wedbush Securities analyst, Joe Terranova, Virtus Investment Partners chief market strategist, and Malcolm Ethridge, CIC Wealth Executive Vice Presiden, join 'Closing Bell' to discuss Apple ahead of the mega-cap reporting earnings after the bell and the broader markets.

Persons: Wedbush's Dan Ives, Virtus Investment's Joe Terranova, Malcolm Ethridge Dan Ives, Joe Terranova, Malcolm Ethridge Organizations: Virtus Investment's, Wedbush Securities, Virtus Investment Partners, Apple

☆ The Fed is basically done, but don't expect rate cuts soon, says Bespoke Investment's Paul Hickey
▼ + stars: | 2023-11-02 | 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 Fed is basically done, but don't expect rate cuts soon, says Bespoke Investment's Paul HickeyPaul Hickey, Bespoke Investment Group co-founder, joins 'Squawk on the Street' to discuss whether Hickey believes the Federal Reserve is done with rate hikes, if investors can feel more optimistic that there's less downside risk through year-end and more.

Persons: Paul Hickey Paul Hickey, Hickey Organizations: Investment Group, Federal

☆ There is potential for a year-end rally, says Virtus Investment's Joe Terranova
▼ + stars: | 2023-10-30 | 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 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

☆ 2-year treasury will be a signal for when investors will get relief: NFJ Investment's John Mowrey
▼ + stars: | 2023-10-20 | 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 Email2-year treasury will be a signal for when investors will get relief: NFJ Investment's John MowreyJohn Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Squawk on the Street' to discuss what investors should pay attention to in the fixed-income space, where Mowrey expects to see economic relief, and more.

Persons: NFJ, John Mowrey John Mowrey Organizations: NFJ Investment

☆ The No. 1 factor behind Americans' most successful investments—and their worst
▼ + stars: | 2023-10-20 | by ( Ryan Ermey | ) www.cnbc.com time to read: +3 min

Think of your biggest investing success. Maybe it was a mega-sized company whose stock you bought when it was just a startup. There are many reasons why a particular trade might be your most successful, but when asked, investors identify one factor above all others. In a recent client survey conducted by Charles Schwab, 33% of investors attributed their greatest investing success to patience through volatility. As for the biggest culprits behind investors' worst trades: lack of research (20%), bad timing (18%) and high risk (13%).

Persons: Charles Schwab, Mark Riepe, Spenser Liszt Organizations: Schwab Center, Financial Research, Motif, Fidelity

☆ Watch CNBC's full interview with Manulife Investment's Frances Donald and Ariel Investments' Charlie Bobrinskoy
▼ + stars: | 2023-10-13 | 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 full interview with Manulife Investment's Frances Donald and Ariel Investments' Charlie BobrinskoyCharles Bobrinskoy, vice chairman and head of the investment group at Ariel Investments, and Frances Donald, Manulife Investment Management global chief economist, join 'The Exchange' to discuss consumer depletion of excess savings, geopolitical risks dampening the likelihood of further Fed rate hikes, and more.

Persons: Manulife Investment's Frances Donald, Ariel Investments, Charlie Bobrinskoy Charles Bobrinskoy, Frances Donald Organizations: Ariel Investments, Manulife Investment Management

☆ Watch CNBC's full interview with Corient's Amy Kong and Virtus Investment's Joe Terranova
▼ + stars: | 2023-10-12 | 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 EmailWatch CNBC's full interview with Corient's Amy Kong and Virtus Investment's Joe TerranovaCorient Partner and Wealth Advisor Amy Kong, and Joe Terranova, chief market strategist at Virtus Investment Partners, join 'Closing Bell' to discuss the CPI inflation data, what it means for more rate hikes, and more.

Persons: Amy Kong, Virtus Investment's Joe Terranova Corient, Joe Terranova Organizations: Virtus Investment's, Virtus Investment Partners

☆ Potential end of biggest bond bear market ever has some investors considering fixed income for the first time
▼ + stars: | 2023-10-12 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Bonds are starting to make a lot of sense for investors, Forrest said. Even after pulling back somewhat from those levels, the benchmark yield remains within striking distance of the key 5% threshold. The potential unwinding of what BofA recently called the "greatest bond bear market in history" has more investors trying to lock in higher yields ahead of potential rate cuts next year from the Federal Reserve. 'A lot for us to love bonds' Other investors are building out their bond exposure. The Vanguard Total Bond Market ETF (BND) is off by more than 2% in 2023, but greater than 1% on the week.

Persons: Kim Forrest, she's, Forrest, Bonds, Treasurys, Forrest isn't, Nancy Tengler, She's, —, Tengler, Bryce Doty, Emily Roland, CNBC's, I've, Roland, we've, Lawrence Gillum, Bokeh Capital's Forrest, Sit Investment's Doty, LPL Financial's Gillum, Gillum, Sit's Doty, Doty Organizations: Bokeh Capital Partners, Bank of America, Treasury, Federal Reserve, Laffer, Sit Investment, John Hancock Investment Management, LPL, Bloomberg, Bond, Aggregate Bond, Bond Market, Corporations Locations: U.S, Israel

☆ There's a good likelihood we could have a Q4 rally, says Gradient Investment's Jeremy Bryan
▼ + 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 EmailThere's a good likelihood we could have a Q4 rally, says Gradient Investment's Jeremy BryanRon Insana, chief market strategist at Dynasty Financial Partners, Guy Berger, LinkedIn's principal economist and head of macroeconomics, and Jeremy Bryan, senior portfolio manager with Gradient Investments, join 'Power Lunch' to discuss September's jobs report, what it tells about the labor market and more.

Persons: Jeremy Bryan Ron Insana, Guy Berger, LinkedIn's, Jeremy Bryan Organizations: Financial Partners, Investments

☆ Price action in the market is building a base for a Q4 rally, says Virtus Investment's Joe Terranova
▼ + 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 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 full interview with Wharton's Jeremy Siegel and Virtus Investment's Joe Terranova
▼ + 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 full interview with Wharton's Jeremy Siegel and Virtus Investment's Joe TerranovaJeremy Siegel, professor emeritus at the Wharton School, and Joe Terranova, chief market strategist at Virtus Investment Partners, join 'Closing Bell' to discuss stocks and markets in this rising bond yield environment.

Persons: Wharton's Jeremy Siegel, Virtus Investment's Joe Terranova Jeremy Siegel, Joe Terranova Organizations: Virtus Investment's, Wharton School, Virtus Investment Partners

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