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☆ Vanda Insights: Saudi extension of oil cuts was baked into price
▼ + stars: | 2023-07-05 | 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 EmailVanda Insights: Saudi extension of oil cuts was baked into priceSaudi Arabia says it will extend oil cuts until August. CNBC's Dan Murphy speaks to Vandana Hari, founder and CEO of Vanda Insights, ahead of a OPEC seminar in Vienna.

Persons: CNBC's Dan Murphy, Vandana Hari Organizations: Insights, Vanda Insights Locations: Saudi Arabia, Vienna

☆ Analysis: Bond markets reckon a central bank policy error is on the cards
▼ + stars: | 2023-07-03 | by ( Yoruk Bahceli | ) www.reuters.com time to read: +6 min

"We are positioned for a very big bond rally, and we think that risky assets are completely underestimating the risk of a recession or something nasty happening," he added. (.MERW0G1)An early sign that the bond outlook is improving came last week with data showing euro zone business growth stalled in June. In response, German bond yields, which move inversely to prices, posted their second biggest daily drop since March. But highlighting how hard economic data has become to read, higher-than-expected U.S. first quarter growth and German inflation sent yields surging on Thursday. Major central banks fighting a surge in inflation have collectively raised borrowing costs by over 3,750 bps since September 2021.

Persons: Jason Reed, Mike Riddell, Viraj Patel, Vanda's Patel, BoE, Urban, Jill Hirzel, Dhara Ranasinghe, Harry Robertson, Catherine Evans Organizations: U.S . Federal, REUTERS, Bond, U.S, Federal Reserve, European Central Bank, Bank of England, Reuters, Allianz Global Investors, Vanda Research, Deutsche Bank, General Investment Management, Insight Investment, Thomson Locations: Washington, hawkish, Canada, Britain, Norway, Sintra, Germany, United States, U.S

☆ These are the 4 AI stocks retail investors are pouring into as they chase the next tech rally
▼ + stars: | 2023-06-29 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

Retail investors are chasing the next tech rally with AI-related stocks like Micron, Vanda said. Though retail investor flows fell slightly, stock purchases are above the daily average since SVB's collapse. The firm identified four stocks that were gaining traction among retail investors as they search for new winners in the AI space. Still, retail investors had taken interest in the stock even before it posted its financial results, Vanda said, thanks to speculation it could be another AI gamble. Retail net purchases of the stock were about 145 times the daily average before its latest earnings report.

Persons: Vanda, —, " Vanda, NVDA Organizations: Micron, Service, Vanda Research, Silicon Valley Bank, Nvidia, Oracle, Retail, Adobe, Microsoft Locations: Silicon

☆ Oil rises on large US stock draws, but rate hike fears linger
▼ + stars: | 2023-06-28 | by ( Mohi Narayan | Thomson Reuters | Reports On Everything How Asia S Fuel Use Recovers The Fallout Of To Tracking How The Global Energy Transition Impacts Refinery Expansion Plans | ) www.reuters.com time to read: +3 min

June 28 (Reuters) - Oil prices edged higher on Wednesday after industry data showed a larger-than-expected drawdown of U.S. inventories, signalling robust demand from the world's biggest oil consumer, but the gains were limited by worries over interest rate hikes. Both contracts had fallen by about 2.5% in the previous session on signals that central banks may not be done with interest rate hikes. "Tuesday's slump took Brent and WTI close to support levels that have held through the price dives of the past couple of months," said Vandana Hari, founder of oil market analysis provider Vanda Insights. Higher interest rates can weigh on economic activity and oil demand. Analysts said that markets have struggled to shake off fears that higher interest rates will weigh on global growth and oil demand.

Persons: Brent, WTI, Vandana Hari, Hari, Christine Lagarde, Mohi Narayan, Arathy Somasekhar, Muralikumar Anantharaman, Jamie Freed, Gerry Doyle Organizations: Brent, U.S, West Texas, Vanda Insights, American Petroleum Institute, Analysts, European Central Bank, Federal Reserve, National Australia Bank, Thomson Locations: Saudi, China

☆ Oil higher on large US stock draws, but rate hike fears linger
▼ + stars: | 2023-06-28 | by ( Mohi Narayan | Thomson Reuters | Reports On Everything How Asia S Fuel Use Recovers The Fallout Of To Tracking How The Global Energy Transition Impacts Refinery Expansion Plans | ) www.reuters.com time to read: +3 min

June 28 (Reuters) - Oil prices edged higher on Wednesday after industry data showed a larger-than-expected drawdown of U.S. inventories signalling robust demand from the world's biggest oil consumer, but the gains were limited by worries over interest rate hikes. Both contracts had fallen by about 2.5% in the previous session on signals that central banks may not be done with interest rate hikes. "Tuesday's slump took Brent and WTI close to support levels that have held through the price dives of the past couple of months," said Vandana Hari, founder of oil market analysis provider Vanda Insights. Higher interest rates can weigh on economic activity and oil demand. Analysts said that markets have struggled to shake off fears that higher interest rates will weigh on global growth and oil demand.

Persons: Brent, WTI, Vandana Hari, Hari, Christine Lagarde, Mohi Narayan, Arathy Somasekhar, Muralikumar Anantharaman, Jamie Freed Organizations: Brent, U.S, West Texas, Vanda Insights, American Petroleum Institute, Analysts, European Central Bank, Federal Reserve, National Australia Bank, Thomson Locations: Saudi, China

☆ Oil markets shrug off Russian political turmoil
▼ + stars: | 2023-06-26 | by ( Noah Browning | ) www.reuters.com time to read: +2 min

Brent crude futures were up 38 cents, or 0.5%, at $74.23 a barrel by 1040 GMT. U.S. West Texas Intermediate crude (WTI) was up 28 cents, or 0.4%, at $69.44. A clash between Moscow and Russian mercenary group Wagner was averted on Saturday after the heavily armed mercenaries withdrew from the southern Russian city of Rostov under a deal that halted their rapid advance on the capital. However, the challenge has raised questions about President Vladimir Putin's grip on power and some concern about possible disruption of Russian oil supply. "China's economic growth has been a nightmare for commodity markets, particularly in oil and industrial metals," CMC Markets analyst Tina Teng said in a note.

Persons: Brent, Wagner, Vladimir Putin's, Vandana Hari, Goldman Sachs, Tina Teng, Noah Browning, Florence Tan, David Goodman Organizations: . West Texas, Vanda Insights, U.S . Federal, CMC, Thomson Locations: Moscow, Russian, Rostov, Russia, U.S

☆ 401(k) plans have never been hotter. That’s changing the stock market
▼ + stars: | 2023-06-21 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +6 min

The bill, signed into law late last year, requires employers to automatically enroll all eligible workers into their retirement plans at a savings rate of 3% of salary. Americans had pension plans, Social Security benefits, and their own savings through plans like the 401(k). Those funds tend to be controlled by large asset managers. But through a process called proxy voting, large asset managers are able to vote on shareholder resolutions on behalf of their clients. Asset managers have “significant influence over company practices,” wrote shareholder advocacy group ShareAction in a recent report.

Persons: New York CNN —, That’s, ”, Dave Stinnett, What’s, ShareAction, Tesla, Torsten Slok Organizations: CNN Business, Bell, New York CNN, BlackRock, Vanguard Group, Fidelity Investments, Street Global Advisors, Vanguard, Social Security, Social, Social Security Agency, Security, Lawmakers, Blackrock, Fidelity, Boston University School of Law, Harvard Law School, Vanda Research, EV, Apollo Global Management Locations: New York, United States

☆ Retail traders are taking profits on A.I. Here’s what they are selling
▼ + stars: | 2023-06-16 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Retail investors may be getting cold feet about the dramatic rise in recent months for stocks tied to artificial intelligence. Vanda Research Senior Vice President Marco Iachini said in a note to clients Thursday that retail traders were trimming their positions in a few hot stocks. "Retail traders look to have taken some profits as share prices continued rallying. However, retail investors have sought to lock in some profits, especially in popular smaller-cap names like [ C3.ai] and [ Palantir ]," the note said. Nvidia is still seeing strong inflows, and Tesla has been the most popular stock for retail traders recently.

Persons: Marco Iachini, Palantir, Vanda, Tesla Organizations: Vanda Research, Nvidia Locations: U.S

☆ Investors are pouring money into Tesla because it's becoming an AI bet in addition to its status as the top EV name
▼ + stars: | 2023-06-15 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

Investors are pouring cash into Tesla stock as part of a broader bet on the future of AI. Vanda Research said retail purchases of EV stocks other than Tesla made up just 6% of average daily Tesla purchases. Retail purchases of EV stocks other than Tesla make up just 6% of average daily Tesla purchases, and make up just 5%-10% of average daily Tesla purchases compared to the fourth quarter of 2020 and the first quarter of 2021, when Tesla inflows peaked. "Hence, we can confidently say that retail investors perceive TSLA as an AI proxy more than an EV story, at least for now." Institutional investors have also ramped up their Tesla bets, the note added, a sign that the appetite for Tesla stock has room to grow.

Persons: Vanda, Tesla, —, it's, that's, Elon Musk, he's Organizations: Vanda Research, EV, Service, Tesla, Wall Street Locations: Vanda, Nevada

☆ Retail investors are piling into these 10 stocks as a new bull market gets started
▼ + stars: | 2023-06-09 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Retail investors are returning to the stock market as a new bull market begins and sentiment improves. These are the top 10 stocks that have seen the heaviest buying pressure from retail investors over the past week. These are the top 10 stocks purchased by retail investors over the past week, according to Vanda Research. Advanced Micro DevicesAMD CEO Lisa Su Steve Marcus/ReutersTicker: AMDFive-day Net Retail Purchases: $203.5 millionYear-to-date performance: 92.7%3. Apple(Photo by Fernando Gutierrez-Juarez/picture alliance via Getty Images)Ticker: AAPLFive-day Net Retail Purchases: $385.9 millionYear-to-date performance: 39.8%1.

Persons: Vanda, —, Microsoft Justin Sullivan, Mario Tama, Lisa Su Steve Marcus, Nvidia Jensen Huang, Rick Wilking, Fernando Gutierrez, Tesla Tesla, Michael Macor Organizations: Vanda Research, Service, Palantir, Retail, Microsoft, Verizon, Reuters, Nvidia, CES, Apple, Getty, Bloomberg, San Francisco Locations: Los Angeles , California, Las Vegas , Nevada, U.S

☆ Return of retail investors: Buying picks up after a three-month lull
▼ + stars: | 2023-06-09 | by ( Pippa Stevens | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailReturn of retail investors: Buying picks up after a three-month lullCNBC's Pippa Stevens joins 'The Exchange' to report on new Vanda Research data showing that retail investors are back into the stock market.

Persons: Pippa Stevens Organizations: Vanda Research

☆ AI hype driven by names like Nvidia is finally luring retail investors back into the stock market
▼ + stars: | 2023-06-08 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Retail investors have finally returned to the stock market, lured by the AI hype, Vanda Research said. The firm said retail investors helped drive a daily average flow of $1.36 billion into the stock market over the past week. The hype in artificial intelligence stocks like Nvidia, combined with the resolution of the US debt ceiling last week helped finally push retail investors back into the stock market. AI stocks should also see continued buying pressure from retail investors in the coming weeks, according to the note, and there's still room to run as retail investors buying activity has not yet reached worrying levels. Ultimately, the return of the retail investor to the stock market should help drive stock prices higher despite worries of a looming recession and frothy valuations from more bearish investors, according to Vanda.

Persons: Vanda, Giacomo Pierantoni, there's, Pierantoni Organizations: Vanda Research, Morning, Nvidia

☆ Y Combinator founder Paul Graham thinks stock market investors are missing out on the AI boom
▼ + stars: | 2023-06-02 | by ( Vishal Persaud | ) www.businessinsider.com time to read: +5 min

In a recent tweet, Graham said he believes all the good AI companies to invest in are still private. This, he said, leaves few options for those public market investors wanting to invest in AI. Paul Graham says public market investors are missing out on a potential way to get in on the AI boom, since all the good companies to invest in are still private. For instance, Google recently led a $100 million round in generative AI startup, Runway, Insider reported. Yet, private investing in AI startup innovations may be where the biggest potential for a huge windfall, as Graham alludes to.

Persons: Graham, Paul Graham, Charles Schwab –, haven't, It's, Google's Bard, ChatGPT Organizations: Nvidia, Microsoft, Morning, Vanda Research, Apple, Google

As billions of dollars have flooded into Big Tech over the last six weeks, bitcoin trading volumes and demand have slumped. Since April 25, the NYSE FANG+TM index of big tech and growth stocks has surged 24%, nearly three times the broader Nasdaq. The AI boom has gathered momentum despite the rise in bond yields and discount rates. This has highlighted bitcoin's underperformance and strongly suggests that outside the rarified world of Big Tech, investors are much more discerning. Indeed, just seven U.S. tech stocks have driven all of the positive S&P 500 returns so far this year, according to analysts at Barclays.

Persons: Crypto, Matt Weller, Weller, bitcoin, Vanda, Vanda's Marco Iachini, cryptocurrencies, Jamie McGeever, Sam Holmes Organizations: Nasdaq, NYSE, Reuters, Big Tech, Microsoft, Barclays, Vanda Research, Thomson Locations: ORLANDO, Florida, U.S

☆ Retail investors start to join stock market rally, data shows
▼ + stars: | 2023-06-01 | by ( Fred Imbert | ) www.cnbc.com time to read: +1 min

The S & P 500 is up more than 6% over the past three months, and retail investors are finally getting in on the action. Data compiled by Vanda Research shows retail investors recently bought $1.48 billion in U.S.-listed stocks — a three-month high. The S & P 500 fell 0.6% on Wednesday ahead of a key House vote on a deal that would raise the U.S. debt ceiling. "One day does not a trend make, but it does make us wonder if retail traders are on the precipice of joining this equity rebound, at last. The S & P 500 popped about 0.9% on Thursday and was headed for its best day since mid-May.

Persons: Marco Iachini, Vanda Organizations: Vanda Research

☆ Nvidia rally: Retail investors stay out on growing slowdown worries
▼ + stars: | 2023-05-31 | by ( Medha Singh | ) www.reuters.com time to read: +2 min

May 31 (Reuters) - The rally in the shares of Nvidia Corp (NVDA.O) that briefly propelled its market value to the trillion-dollar club saw little participation by retail traders, data showed, the latest sign they were turning cautious due to growing recession fears. Retail buying in Nvidia shares on an average nearly halved to $27.9 million in May compared to February, Vanda Research data showed, even as it remained the fourth most-traded stock by individual investors. After a record net buying in U.S. stocks the first quarter, retail investors have largely remained on the sidelines amid stresses in the banking sector and signs of an economic slowdown. The total value of the stock traded by retail investors surged to $2.5 billion last Thursday, but still net purchases remained marginal at $43 million, Vanda Research said. J.P.Morgan data showed Nvidia was the third most traded stock by retail investors but the buy and sell orders were nearly even, indicating lower retail interest than in the first quarter.

Persons: Lucas Mantle, Mantle, Tesla, Morgan, Vanda, Medha Singh, Vansh Agarwal, Lance Tupper, Arun Koyyur Organizations: Nvidia Corp, Vanda Research, Retail, Nvidia, U.S, Thomson Locations: Bengaluru

☆ U.S. recession possible in the fourth quarter after 'zigzag' deceleration, strategist says
▼ + stars: | 2023-05-30 | 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 EmailU.S. recession possible in the fourth quarter after 'zigzag' deceleration, strategist saysViraj Patel, global macro strategist at Vanda Research, says he wouldn't discount the possibility of a U.S. Federal Reserve interest rate cut this year.

☆ Oil steady after U.S. debt deal but rate hike worries linger
▼ + stars: | 2023-05-29 | by ( Noah Browning | ) www.reuters.com time to read: +2 min

May 29 (Reuters) - Oil prices were steady on Monday after U.S. leaders reached a tentative debt ceiling deal, possibly averting a default in the world's largest economy and oil consumer, but concerns about further interest rate hikes capped gains. Analysts said the provisional deal has taken pressure off the markets, offering a relief rally in risk assets, including crude oil. Still, analysts see any boost in oil prices from the debt deal as short-lived. The U.S. Federal Reserve may still raise interest rates in June, IG's Sydney-based analyst Tony Sycamore said: "Higher U.S. rates are a headwind for crude oil demand," he added. However, comments from Russian oil officials and sources, including Deputy Prime Minister Alexander Novak, indicate the world's third-largest oil producer is leaning towards leaving output unchanged.

Companies Baker Hughes Co FollowMay 29 (Reuters) - Oil prices rose on Monday after U.S. leaders reached a tentative debt ceiling deal, possibly averting a default in the world's largest economy and oil consumer, although concerns about further interest rate hikes capped gains. Analysts said the provisional deal has taken pressure off the markets, offering a relief rally in risk assets, including crude oil. Analysts see the boost in oil prices from the debt deal as short-lived. "Higher U.S. rates are a headwind for crude oil demand," he added. Future oil output growth in the U.S., the world's biggest producer, also may slow as energy firms cut rigs for a fourth week.

☆ Debt ceiling hopes lift dollar to seven-week peak
▼ + stars: | 2023-05-18 | by ( Samuel Indyk | ) www.reuters.com time to read: +3 min

SINGAPORE, May 18 (Reuters) - The U.S. dollar hit a seven-week peak on Thursday after President Joe Biden and top U.S. congressional Republican Kevin McCarthy worked towards avoiding a damaging debt default, while investors scaled back Federal Reserve easing expectations. Biden and McCarthy on Wednesday underscored their determination to strike a deal soon to raise the government's $31.4 trillion debt ceiling, having agreed a day earlier to negotiate directly after a months-long standoff. "In the short-term, the debt ceiling is win-win for the dollar," said Viraj Patel, global macro strategist at Vanda Research. "If it gets worse, you're going to see a global hard landing and you will want to be owning dollars. Traders are pricing in around a 20% chance that the Federal Reserve raises its interest rate at its June meeting.

Biden and McCarthy on Wednesday underscored their determination to strike a deal soon to raise the government's $31.4 trillion debt ceiling, having agreed a day earlier to negotiate directly after a months-long standoff. "In the short-term, the debt ceiling is win-win for the dollar," said Viraj Patel, global macro strategist at Vanda Research. Traders are pricing in around a 20% chance that the Federal Reserve raises its interest rate at its June meeting. The dollar index firmed 0.2% to 103.08, near Wednesday's seven-week peak of 103.12. Elsewhere, the dollar rose to a ten-week high of 137.89 yen , extending Wednesday's nearly 1% gain against the Japanese currency.

☆ There's 'a little more headroom' for oil prices, analyst says
▼ + stars: | 2023-05-18 | 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 EmailThere's 'a little more headroom' for oil prices, analyst saysVandana Hari of Vanda Insights says, however, that worries about a U.S. credit crunch and China's lackluster recovery will continue to weigh on sentiment in the oil complex.

Summary U.S. crude stockpiles rise 5 mln bbl -EIAReuters poll forecast 900,000 bbl U.S. crude drawdownIEA predicts demand will outpace supply by 2 mln barrels per dayTOKYO, May 17 (Reuters) - Oil prices settled up about $2 on Wednesday as optimism over oil demand and U.S. debt ceiling negotiations outweighed worries about abundant supply. West Texas Intermediate U.S. crude settled up $1.97 or 2.8% to $72.83. President Joe Biden and top U.S. congressional Republican Kevin McCarthy on Wednesday underscored their determination to reach a deal soon to raise the federal government's $31.4 trillion debt ceiling and avoid an economically catastrophic default. The International Energy Agency on Tuesday predicted demand would outpace supply by 2 million barrels per day (bpd) in the second half of the year, with China making up 60% of oil demand growth in 2023. Markets are in a "wait-and-watch mode" over the outcome of the debt ceiling negotiations, said Vandana Hari, founder of oil market analysis provider Vanda Insights.

☆ Oil falls on surprise increase to U.S. inventories
▼ + stars: | 2023-05-10 | by ( Noah Browning | ) www.reuters.com time to read: +2 min

Summary U.S. consumer price index figures for April due on WednesdayComing up: EIA data on U.S. oil inventories at 10:30 a.m. EDTMay 10 (Reuters) - Oil prices fell on Wednesday, ending a three-day rally as an unexpected rise in U.S. oil inventories sparked demand concerns and investors awaited inflation data for a steer on U.S. interest rates. U.S. government data on oil inventories is due on Wednesday. The surprising U.S. inventory build along with lower crude imports and April's softer export growth in China exacerbated worries about global oil demand. "Crude futures were unwinding Tuesday’s modest gains early Wednesday as economic worries occupied centre stage, especially over the world’s two largest economies," said Vandana Hari, founder of oil market analysis provider Vanda Insights. OPEC and its allies, together known as OPEC+, agreed last month to cut production by 1.16 million barrels per day (bpd) from May through to the end of the year.

☆ Best rice dishes: 20 delicious specialties from around the world
▼ + stars: | 2023-05-04 | by ( Terry Ward | ) edition.cnn.com time to read: +16 min

And while famous rice dishes such as sushi, fried rice and paella are among the most prominent in the global spotlight, there are so many more rice recipes out there to put on your radar – and seek out on your travels. Wali wa kukaanga, KenyaWali wa kukaanga is Kenya’s answer to fried rice, and translates to just that in Swahili. So it’s no surprise that the Polynesian island country’s most popular rice dish, alaisa fa’apopo, has ties to the coconut, too. Thai fried rice (Khao Pad), ThailandThai fried rice uses the layering of flavors that's characteristic of the country's cuisine. ArenaCreative/Adobe StockWhen it comes to fried rice, the Chinese version tends to steal the spotlight.

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