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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed will prove it's done enough by the November meeting, says BNP's Carl RiccadonnaCarl Riccadonna, BNP Paribas Markets 360 chief U.S. economist, and Ron Insana, chief market strategist at Dynasty Financial Partners, join 'Power Lunch' to discuss the Fed, August jobs report numbers and what it means for the markets.
Persons: BNP's Carl Riccadonna Carl Riccadonna, Ron Insana Organizations: BNP, Financial Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDynasty Financial’s Ron Insana expects the Fed is close to done with rate hikesBrookings’ David Wessel, DCLA’s Sarat Sethi and Dynasty Financial’s Ron Insana, joins 'Power Lunch' to discuss takeaways from Fed Chair Powell's Jackson Hole speech.
Persons: Ron Insana, David Wessel, DCLA’s Sarat Sethi, Jackson Organizations: Brookings
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with David Wessel, Sarat Sethi and Ron InsanaBrookings’ David Wessel, DCLA’s Sarat Sethi and Dynasty Financial’s Ron Insana join 'Power Lunch' to discuss their takeaways from Fed Chair Powell's Jackson Hole speech.
Persons: David Wessel, Sarat Sethi, Ron Insana Brookings, DCLA’s Sarat Sethi, Ron Insana, Jackson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPersistent inflation is driving bond yields higher: Bianco Research presidentCNBC's Ron Insana with Jim Bianco, Bianco Research president, join 'Power Lunch' to discuss the Fed's rate hikes, next moves, and how it impacts the bond market.
Persons: CNBC's Ron Insana, Jim Bianco Organizations: Bianco, Bianco Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed will raise rates two more times, says Contrast Capital’s Ron InsanaPhil Orlando, chief equity market strategist at Federated Hermes, and Ron Insana, Contrast Capital Partners co-CEO, join CNBC's 'Power Lunch' to discuss the latest jobs report, what to expect from the Fed's next meeting, and more.
Persons: Ron Insana Phil Orlando, Ron Insana Organizations: Federated Hermes, Capital Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Contrast Capital's Ron Insana and Federated Hermes' Phil OrlandoPhil Orlando, chief equity market strategist at Federated Hermes, and Ron Insana, Contrast Capital Partners co-CEO, join CNBC's 'Power Lunch' to discuss the latest jobs report, what to expect from the Fed's next meeting, and more.
Persons: Ron Insana, Hermes, Phil Orlando Phil Orlando Organizations: Federated Hermes, Capital Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Contrast Capital's Ron Insana and Alliance Bernstein's Jim TierneyRon Insana, Contrast Capital partners co-CEO and Jim Tierney, CIO of U.S. concentrated growth at AllianceBernstein, join 'Power Lunch' to discuss the bull market versus the bear rally.
Persons: Ron Insana, Jim Tierney Ron Insana, Jim Tierney Organizations: Capital, U.S Locations: AllianceBernstein
Market resiliency: New bull market or bear rally?
  + stars: | 2023-06-30 | 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 EmailMarket resiliency: New bull market or bear rally? Ron Insana, Contrast Capital partners co-CEO and Jim Tierney, CIO of U.S. concentrated growth at AllianceBernstein, join 'Power Lunch' to discuss the bull market versus the bear rally.
Persons: Ron Insana, Jim Tierney Organizations: Capital, U.S Locations: AllianceBernstein
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe can't make a uniform statement about the state of the economy, says Cresset Capital's Jack AblinRon Insana, Contrast Capital partners co-CEO, and Jack Ablin, Cresset Capital founding partner and CIO, join 'Power Lunch' to discuss the Fed's pause in the rate hikes, the state of the economy, and more.
Persons: Cresset, Jack Ablin Ron Insana, Jack Ablin Organizations: Capital, Cresset
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Contrast Capital’s Ron Insana and Cresset Capital’s Jack AblinRon Insana, Contrast Capital partners co-CEO, and Jack Ablin, Cresset Capital founding partner and CIO, join 'Power Lunch' to discuss the Fed's pause in the rate hikes, the state of the economy, and more.
Persons: Ron Insana, Cresset, Jack Ablin Ron Insana, Jack Ablin Organizations: Capital, Cresset
How to trade it Let's remember the elements of a bubble, as defined by many market historians who have written about such financial market phenomena (myself included). The public increasingly has been buying related tech stocks and associated ETFs, but we have yet to see the single-minded focus of the entire stock buying world come to bear on AI stocks. In 1999 alone, some 456 stocks went public at the height of the internet mania. If there is to be a bubble in AI, it's the early days. Also, "easy money" from the Federal Reserve, a key component of financial frenzies, is not fueling speculation in publicly traded AI shares, or any other asset class for that matter.
Persons: Jaap Arriens, Charles MacKay, John Kenneth Galbraith, Edward Chancellor, Charles Kindleberger, David Faber Organizations: Nurphoto, Nvidia, Microsoft, Google, Oracle, Adobe, Fund, Nasdaq, CNBC, Federal Reserve Locations: Sea, Mississippi, England, France
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA.I. is propelling markets much like the dot com bubble did, says Contrast Capital's Ron InsanaRon Insana, Contrast Capital partners co-CEO, and Tim Seymour, Seymour Asset Management CIO, join 'Power Lunch' to discuss the possibility of an A.I. bubble, which equities are getting a boost from A.I. momentum, and the fundamental justification for stocks reaching new highs.
Persons: Ron Insana Ron Insana, Tim Seymour Organizations: Capital, Seymour, Management
A little over a decade ago, the U.S. nearly defaulted on its federal obligations in an unnecessary fight over raising the nation's debt limit. Well, here we are again, with House Republicans, Senate Democrats and the White House locked in a to-the-death struggle over raising the debt ceiling again or defaulting on U.S. bills. This would leave the U.S. unable to pay Social Security, or other mandated bills, or even miss an interest payment on its outstanding debt. The White House remains unwilling to negotiate over a House-passed plan that guts veteran benefits, food stamps and other social programs. I would seek a permanent hike in the debt limit, so the bills will be paid on time, and then follow the recommendations of Alan Simpson and Erskine Bowles.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOnly looking at mega-cap stocks for growth is an 'extremely bearish outlook', says Richard BernsteinRon Insana, Contrast Capital Partners co-CEO and CNBC contributor, and Rich Bernstein, Richard Bernstein Advisors CEO and CIO, join 'Power Lunch' to discuss current market conditions and more.
A.I. is inherently deflationary: Contrast Capital's Ron Insana
  + stars: | 2023-04-21 | 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 EmailA.I. is inherently deflationary: Contrast Capital's Ron InsanaRon Insana, Contrast Capital partners co-CEO, joins 'CNBC's 'Power Lunch' to discuss the implications of artificial intelligence in finance, how much Amazon is a bellwether for deflationary impacts from A.I., and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with CIC Wealth's Malcolm Ethridge and Contrast Capital's Ron InsanaMalcom Ethridge, CIC Wealth executive vice president, and Ron Insana, Contrast Capital Partners, join 'Power Lunch' to discuss market vulnerability to pull back, bank earnings expectations, and key bank stocks to look out for.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe markets are screaming recession, says Contrast Capital’s Ron InsanaRon Insana, Contrast Capital partners co-CEO, joins 'CNBC’s ‘Power Lunch’ to discuss why he thinks the Fed has gone too far and helped trigger the ongoing banking crisis and the rising risk of recession.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Contrast Capital’s Ron InsanaRon Insana, Contrast Capital partners co-CEO, joins 'CNBC’s ‘Power Lunch’ to discuss why he thinks the Fed has gone too far and how it helped trigger the ongoing banking crisis and raise the risk of recession.
Judging from the Federal Reserve's most recent statements and actions, the Fed may well be following the immortal advice of Nike and planning to "Just do it!" It seems they still want to drive short-term interest rates to their presumed terminal level, now almost universally believed to be 6%, or a full percentage point above its most recent target of 4.75-5%. The Fed acknowledged that recent bank troubles could lead to tighter credit conditions and make business and consumer loans more difficult to get. The Fed apparently doesn't mind that since it helps the Fed slow the economy and put the inflation genie back into the bottle. If I were at the Fed, I'd mind.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a real opportunity for investors to grab yield, says U.S. Bank's Eric FreedmanRon Insana, Contrast Capital partners co-CEO, and Eric Freedman, chief investment officer at U.S. Bank Asset Management Group, join 'Power Lunch' to discuss the Fed's future tightening, its reactivity to inflation and tips for navigating the choppy market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Contrast Capital 's Ron Insana and U.S. Bank's Eric FreedmanRon Insana, Contrast Capital partners co-CEO, and Eric Freedman, chief investment officer at U.S. Bank Asset Management Group, join 'Power Lunch' to discuss the Fed's future tightening, its reactivity to inflation and tips for navigating the choppy market.
Jim Vondruska | ReutersIn my 39 years of covering the economy, markets and business, I'm not certain that I've ever seen a "typical" business cycle as described in an economics 101 class. Finally, the Federal Reserve raises rates to bring the economy back into equilibrium, overshoots and creates yet another recession. While that sounds a lot like what's happening in the economy now, the current environment is being shaped by factors well beyond those of a "typical" business cycle. This is not a typical business cycle top, in which growth and inflation are both accelerating. That's well below the typical peak sales the industry has enjoyed at about 17 million vehicles sold.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Contrast Capital's Ron Insana and Clearbridge's Michael ClarfeldRon Insana, co-CEO of Contrast Capital Partners, and Michael Clarfeld, portfolio manager with Clearbridge Investments, join 'Power Lunch' to discuss consumer spending, strains on natural gas infrastructure and energy market investment considerations.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis market cycle has defied most forecasts, says Clearbridge Investments' Michael ClarfeldRon Insana, co-CEO of Contrast Capital Partners, and Michael Clarfeld, portfolio manager with Clearbridge Investments, join 'Power Lunch' to discuss consumer spending, strains on natural gas infrastructure and energy market investment considerations.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market has not priced in much lower earnings, says Guidestone Capital's David SpikaDavid Spika, president of Guidestone Capital Management, and Ron Insana, co-CEO of Contrast Capital Partners, join 'Power Lunch' to discuss buying bonds, high-quality equity exposure and stock picking versus index buying.
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