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☆ Mayfield: The labor market is driving equities these days.
▼ + stars: | 2024-10-03 | 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 EmailMayfield: The labor market is driving equities these days. Ross Mayfield, Investment Strategy Analyst at Baird, discusses the labor market's influence on investments, suggesting that positive data could boost markets while weakness could harm them.

Persons: Ross Mayfield, Baird Organizations: Investment

☆ Services sector propel economy to soft landing, says Wells Fargo's Christopher
▼ + stars: | 2024-10-03 | 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 EmailServices sector propel economy to soft landing, says Wells Fargo's ChristopherPaul Christopher, Wells Fargo Investment Institute head of global investment strategy, joins CNBC's 'The Exchange' to discuss how to play October choppiness, what to expect from the Fed, and more.

Persons: Wells Fargo's Christopher Paul Christopher Organizations: Email Services, Wells Fargo Investment Institute Locations: Wells Fargo

☆ This is an environment to diversify portfolios, says Glenmede's Jason Pride
▼ + stars: | 2024-10-03 | 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 EmailThis is an environment to diversify portfolios, says Glenmede's Jason PrideJason Pride, Glenmede chief of investment strategy, joins 'Power Lunch' to discuss the biggest risk to the market and oil sector.

Persons: Jason Pride Jason Pride

But investing in the stock market should be boring rather than exciting. While some hands-on traders approach betting on the stock market similarly to betting money on sports, the truth is they should have very little in common. Compared to sports betting, investing in the stock market should be "non-adrenaline focused," Egan said. While an explosion of confetti might make trading stocks more entertaining, investing in the stock market should be boring. Historically, the average stock market return is about 10% each year.

Persons: —, Dan Egan, Egan, Robinhood, doesn't, you'll, Ally Invest Organizations: Sports, Service, University of California, University of Southern, SoFi, Ally Locations: Massachusetts, Los Angeles, University of Southern California

☆ As Netanyahu vows Iran payback, markets watch for dangers of further escalation
▼ + stars: | 2024-10-02 | by ( Natasha Turak | ) www.cnbc.com time to read: +5 min

Markets are now braced for what could follow a likely Israeli retaliation against Iran. watch nowOil prices gained over 5% in the previous session following the missile strike, before tapering to a 2.5% climb. Oil infrastructure 'tempting targets for Israel'Lewis Sage-Passant, an adjunct professor of intelligence at Sciences Po in Paris, described energy markets as jittery, as investors watch for Israel's next moves. Even without direct targeting, much of the world's oil infrastructure sits under these missile's flight paths, so naturally everyone is very nervous." Questions remain whether a strong Israeli response would restore deterrence or trigger further escalation from Iran and tip the nations into a full-blown war.

Persons: Amir Cohen, Hassan Nasrallah, Lewis Sage, Jake Sullivan, Roger Zakheim, what's, Zakheim, Abbas Araghchi, Sara Vakhshouri Organizations: Reuters Israel's, Brent, West Texas, Isles, RBC Wealth Management, Sciences Po, Israel, Energy, U.S . National, Ronald Reagan Institute, Investments, Saab, BAE Systems, Thales, Rheinmetall, Iran's, SVB Energy Locations: Ashkelon, Israel, Tel Aviv, Iran, Tehran, London, Asia, Paris, U.S, Washington

☆ How to invest in the fourth quarter, according to the pros
▼ + stars: | 2024-10-01 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +6 min

As investors ponder how — and where — to invest in this uncertain climate, CNBC Pro asked market experts how they are positioning before the year-end. 'Capitalize on the shifting market dynamics' The fourth quarter is starting hot on the heels of central banks' rate easing cycle. "There is an interesting valuation point about U.K. equities, and given recent positive economic surprises that present potential upsides, we feel this is an attractive market." "International investors owning U.K. equities and not hedging the currency, either win on the currency strength gains or win on the equity market." Other markets Beyond the U.K., Hechler-Fayd'herbe sees potential in emerging markets such as Taiwan and South Korea.

Persons: Kevin Teng, Teng, —, Europe —, he's, Morgan Stanley, Lombard, Nannette Organizations: Equity, CSI, Treasury, Wrise Private Singapore, CNBC Pro, U.S . Federal Reserve, People's Bank of China, Nvidia, Nasdaq, EMEA, CNBC, Bank of England, International Locations: Asia, East, Europe, Hong Kong, China, U.S, Swiss, Taiwan, South Korea

On a more micro level, many ETF investors can sidestep the fund-level capital gains taxes incurred by many investors who own mutual fund shares, experts said. However, mutual fund managers can also generate capital-gains taxes within a fund itself when they buy and sell securities. Costs are lowThe first ETF was an index fund: the SPDR S&P 500 ETF Trust (SPY ). Index funds, also known as passively managed funds, track a market index like the S&P 500 . Investors have equated ETFs with index funds since their inception, even though there are also index mutual funds, experts said.

Persons: Michael McClary, Bryan Armour, Armour, McClary, Morningstar, Michael Iachini, Charles Schwab, Morningstar's, they're, Michael M Organizations: Getty, Exchange, Morningstar, Valmark Financial, Investors, North America, Trust, Financial, Retail, McKinsey, SEC, Securities, Exchange Commission, Stock, New York Stock Exchange, Santiago

☆ A lot of good things going for the market in the near term, says SoFi's Liz Young Thomas
▼ + stars: | 2024-09-30 | 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 EmailA lot of good things going for the market in the near term, says SoFi's Liz Young ThomasLiz Young Thomas, SoFi head of investment strategy, joins 'Squawk Box' to discuss the latest market trends, where investors can find opportunities right now, impact of the Fed's interest decision, and more.

Persons: SoFi's Liz Young Thomas Liz Young Thomas, SoFi

☆ China's massive stimulus is missing a key ingredient: a way to revive the nation's consumers
▼ + stars: | 2024-09-28 | by ( Filip De Mott | ) www.businessinsider.com time to read: +6 min

But the past week's stimulus blitz did not offer fiscal support to China's discouraged consumers. AdvertisementChina's latest stimulus blitz offers everything but one key fix: new incentives to revive consumers. While Tuesday's stimulus package didn't address fiscal support, Chinese officials appear to be getting around to it. Even if China commits to bigger fiscal support in the near term, it could be too late to change things this year, Huang said. For instance, Chinese consumers are staying away from new housing projects even as China has introduced looser mortgage rates and downpayment rules.

Persons: —, Liz Young Thomas, Tianlei Huang, Huang Organizations: Service, JPMorgan, Investment, Peterson Institute for International Economics, Reuters, Communist, Barclays, Bank of America Locations: China, Beijing

☆ China optimism is surging. Why some investors are cautious
▼ + stars: | 2024-09-27 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +4 min

A shareholder at a securities hall in Hangzhou, the capital of Zhejiang province in east China, on Sept. 24, 2024. "Markets should place more emphasis on the specifics of the stimulus," Lu said. The People's Bank of China this week cut major interest rates, and announced plans to lower rates for existing mortgage holders. Questions about scaleFor some investment institutions, that's still not enough to move the needle on their China outlook. A survey in September of more than 1,200 companies in China by the U.S.-based China Beige Book found that corporate borrowing declined, despite historic lows in the costs to do so.

Persons: Xi Jinping, Ting Lu, Lu, Nomura's Lu, that's, Paul Christopher, Christopher, Shehzad Qazi, Qazi Organizations: Getty, BEIJING, Shanghai, Nomura, People's Bank of, Finance, Wells, Wells Fargo Investment Institute, U.S Locations: Hangzhou, Zhejiang, China, Beijing, People's Bank of China, Wells Fargo, U.S . Federal, U.S

☆ Resiliency has been the most surprising thing in the market, says BNY Wealth's Alicia Levine
▼ + stars: | 2024-09-27 | 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 EmailResiliency has been the most surprising thing in the market, says BNY Wealth's Alicia LevineAlicia Levine, BNY Wealth head of investment strategy, joins 'Squawk Box' to discuss the latest market trends, impact of the Fed's interest rate decision and China stimulus, where investors can find opportunities right now, and more.

Persons: BNY, Alicia Levine Alicia Levine Locations: China

☆ Veteran investor Dietze names the sectors — and stocks — he likes right now
▼ + stars: | 2024-09-26 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Favorable valuations Small-cap stocks are one area Dietze is watching closely, given that they are trading at a "discount." Interest in small-cap stocks picked up in July and while the outlook has been mixed, he likes that "valuations are favorable" right now. Emerging markets Another popular segment Dietze is focusing on is emerging markets, thanks to the potential from their rapidly growing population numbers. Countries classified as emerging markets include China, India, South Korea, Taiwan and Brazil. Year-to-date, the MSCI Emerging Markets Index is up 0.56%.

Persons: Dow Jones, David Dietze, CNBC's, Dietze's, Russell, Jerome, Dietze, Hershey, —, Jesse Pound Organizations: U.S, U.S . Federal, mull, Dow, Nasdaq, Federal, CNBC, Myers Squibb, BHP Group Locations: U.S ., U.S, China, India, South Korea, Taiwan, Brazil, Bristol

☆ Why this top fund manager says the best investment this year is 'the hedge against political cycles'
▼ + stars: | 2024-09-21 | by ( Emily Glass | ) www.cnbc.com time to read: +2 min

A major exchange-traded fund and mutual fund manager finds the winning gold trade isn't talked about as much as the artificial intelligence trade — but maybe it should be. VanEck CEO Jan van Eck thinks the best investment this year is "the hedge against political cycles." But as of Friday, the VanEck Gold Miners ETF has started to outperform, up 31% this year. As for the AI trade, van Eck says it's "amazing" how investors refuse to give up on it. It's a companion to its VanEck Semiconductor ETF that excludes companies that run their own foundries, such as Intel .

Persons: isn't, Jan van Eck, Van Eck, CNBC's, Gold, van Eck Organizations: Gold Miners, Semiconductor, VanEck Semiconductor, Intel, Nvidia, Broadcom, Devices Locations: Huntington Beach

☆ The Fed finally cut interest rates. Here's what comes next.
▼ + stars: | 2024-09-19 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +3 min

The Federal Reserve didn't hold back when it cut interest rates for the first time in more than four years. In a press conference after the announcement, Powell said he believes the economy is moving in the right direction. iStock; BISo what does this rate cut mean for … everything? Our colleagues at Personal Finance Insider have covered the eventual impacts the rate cut will have on various financial products. Let's start with mortgage rates, since that's an area people naturally think of when it comes to interest rates.

Persons: —, Jerome Powell, Powell, you'll, Dan DeFrancesco, Hallam Bullock, Milan Sehmbi, Amanda Yen Organizations: Service, Federal, Business, Finance Locations: New York, London

☆ What to do with your money as interest rates drop
▼ + stars: | 2024-09-18 | by ( Business Insider | ) www.businessinsider.com time to read: +4 min

The last time the Federal Reserve Board cut interest rates was in 2020. Read more on buying a house after interest rates drop »Read more on refinance rates after an interest rate drop »Your savings ratesExpect: Savings account and CD rates to start falling. Remember, though: High-yielding money market and savings accounts continue to outearn regular bank accounts even as rates drop. Read more on savings rates after an interest rate drop »Compare Banking OffersYour investmentsExpect: Short-term fluctuations that shouldn't affect long-term strategies. Read more on investing after an interest rate drop »Your credit card debtExpect: More of the same.

Persons: We're, Read, you've Organizations: Federal Reserve Board, Fed, overreacting, Federal

☆ The stock market got just what it wanted from the Fed
▼ + stars: | 2024-09-18 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

The Fed just issued its first interest rate cut in four years. AdvertisementStocks got a brief leg up to a new intraday record on Wednesday after the Federal Reserve issued its first rate cut since 2020. "The Fed has given the market what it was looking for with the bigger 50-basis point rate cut," Joel Kruger, market strategist at LMAX Group said in a statement. Here's where US indexes stood at the 4 p.m. closing bell on Wednesday:AdvertisementStocks have historically reacted well to Fed rate cuts. "All we needed today was for Powell to validate market expectations that the Fed is acknowledging the downside risks to the labor market and responding appropriately."

Persons: Stocks, —, Jerome Powell's, Joel Kruger, Morgan Stanley, Kruger, Tom Lee, Priya Misra, Powell, Jason Pride Organizations: Service, Federal Reserve, LMAX, JPMorgan Asset Management Locations: Glenmede

☆ Traders got their big-rate-cut wish and markets still couldn't rally
▼ + stars: | 2024-09-18 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Wall Street got the big rate cut it wanted, but markets failed to sustain a rally. The Federal Reserve on Wednesday cut its key overnight lending rate by a half percentage point . Ryan Sweet, chief U.S. economist at Oxford Economics, noted that the half-point cut suggests slowing growth is increasingly concerning Fed policy makers. "The Fed is likely worried that labor demand would weaken more, causing additional stress points in the labor market." "A larger cut probably was not needed out of the gate, but that should support risk-on asset allocation."

Persons: Ryan Sweet, Sweet, Nancy Tengler, Tengler, Scott Helfstein, Jeff Cox, Michelle Fox Organizations: Federal Reserve, Oxford Economics, Fed, Global

☆ Capital Group: We see plenty of global opportunities outside the U.S.
▼ + stars: | 2024-09-18 | 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 EmailCapital Group: We see plenty of global opportunities outside the U.S.Jody Jonsson, Vice-Chair at Capital Group, talks global investment strategy, placing emphasis on technology-driven sectors. She also talks about Capital Group's partnership with KKR to offer investors more access to private credit.

Persons: Jody Jonsson Organizations: Email, Capital Group, Capital, KKR Locations: U.S

☆ Gold has rallied ahead of Fed rate cuts. Here's why there could still be more upside
▼ + stars: | 2024-09-18 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

Gold is already near the top of the 2024 range of outcomes projected by BlackRock Investment Institute, for example. Emerging market central banks have about 6% of their FX reserves in gold, and developed markets have about 12%. "Weaponizing dollar-based systems, including SWIFT , has led to more people, more countries specifically — more sovereign wealth funds and central banks — not trusting dollar-based assets as much. ETF flows As central banks have been bidding up gold, smaller investors were selling for much of this year. The VanEck Merk Gold ETF (OUNZ) and the Abrdn Physical Gold Shares ETF (SGOL) are the other funds with at least $100 million in net inflows this year, according to FactSet.

Persons: there's, Robert Minter, Minter, SWIFT, Lauren Goodwin, we're, Chris Verrone Organizations: Federal, Nasdaq, BlackRock Investment Institute, Abrdn, World Gold Council, U.S ., FX, United, Russia, New York Life Investments, MiniShares, Federal Reserve Locations: U.S, Abrdn . Central, Central, United States, Ukraine

☆ The Fed is preparing to cut interest rates. How to revamp your fixed income investments
▼ + stars: | 2024-09-17 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

The Federal Reserve is widely expected to start cutting interest rates Wednesday afternoon. Those yields are expected to start coming down sharply as the Fed begins to ease back on generationally high rates. Adding some duration Duration refers to a bond's price sensitivity to changes in interest rates. A bond yield moves inversely to its price, so that when bond prices rise, yields decline. Though investors in the space may be concerned about prepayment risk, especially as interest rates come down and homeowners look to refinance, Cetera says that worry may already be priced in.

Persons: Kathy Jones, Tony Miano, Jones, Schwab's Jones, Gene Goldman, Goldman, James Shagawat, Shagawat Organizations: Federal Reserve, Treasury, Schwab Center, Financial Research, Wells, Wells Fargo Investment Institute, York Life Investments, Investment Management, Investors Locations: Wells Fargo, AdvicePeriod, Paramus , New Jersey

☆ Stock market today: Indexes rise on upbeat retail sale data ahead of Fed meeting
▼ + stars: | 2024-09-17 | by ( Filip De Mott | ) www.businessinsider.com time to read: +2 min

Stocks pushed higher as positive retail sales surprised investors. All eyes are on the Federal Reserve's likely interest rate cut on Wednesday. AdvertisementStocks moved higher after stronger-than-expected US retail sales boosted confidence in consumer health, as the Federal Reserve's two-day policy meeting is set to kick off. Retail sales increased 0.1% last month, compared to consensus estimates of a 0.2% decline. Strong retail sales suggest that the Fed does not necessarily have to hurry with larger cuts, as the consumer economy appears intact for now.

Persons: Stocks, —, That's, Scott Helfstein Organizations: Service, Federal, Investment, Global

☆ What the Fed wants and what markets want are 'different things,' strategist says
▼ + stars: | 2024-09-17 | 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 EmailWhat the Fed wants and what markets want are 'different things,' strategist saysMorgane Delledonne, head of investment strategy at Global X ETFs, discusses how the Federal Reserve's interest rate policy and economic data impacts markets.

Persons: Morgane Delledonne Organizations: Fed, Global

☆ Top Morgan Stanley bankers break down 3 common mistakes startup hedge funds make
▼ + stars: | 2024-09-16 | by ( Alex Morrell | ) www.businessinsider.com time to read: +7 min

Read previewIt's shaping up to be a bustling period for new hedge funds. Startup funds have allies in investment bank prime brokerage units, a crucial lifeline to hedge funds and a growing business on Wall Street. AdvertisementMorgan Stanley has long been home to one of the top prime brokerages, and serving hedge funds is key to the bank's equities ambitions. These are 3 of the top stumbling blocks for startup fund managers and how to handle them, according to Novick and Shaw. AdvertisementBut beyond that, continuing to engage with prospects is simply a sound business strategy.

Persons: —, Jon Caplis, Morgan Stanley, Ted Pick, Penny Novick, Kim Shaw, Shaw, Morgan Stanley's, Novick, they're, allocators, Hone, haven't Organizations: Service, Business, Viking

Lower interest rates may impact your investment portfolio following the Fed's first rate cut. "They get spooked by something like policy changes and sell out of a diversified investment portfolio. "Generally, lower interest rates boost the economy as lending gets cheaper for consumers and businesses, " says Eckles. However, as interest rates fall, the attractiveness of these cash investments declines. The inverse relationship between bond prices and interest rates means that as rates fall, bond prices rise, providing another return component.

Persons: Banks, Goldman Sachs, JP Morgan, Bakkum, Pam Krueger, annualized, Jaime Eckles, Plante Moran, doesn't, We've, Krueger, Cash Organizations: Federal Reserve

☆ 6 Wall Street experts share why investors could be overestimating how much the Fed will cut rates after August's inflation report
▼ + stars: | 2024-09-13 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

The print is causing concern that inflation may not be going away, which would mean higher interest rates than markets expect going forward. Skyler Weinand, chief investment officer, Regan CapitalWeinand says the market's current outlook on rate cuts will only take place if the economy deteriorates significantly. If inflation does slow that much, the Fed would likely cut rates faster than just a quarter percent per meeting over the next 3-6 months," Adams said in an email. "However, the stickiness of service price inflation and shelter inflation suggests the Fed will cut rates slower than financial markets currently price in." This would be a disappointment to short-term bond markets that have priced over 250 bps of rate cuts by the end of 2025."

Persons: Brian Rose, UBS Global Wealth Management Rose, Rose, Skyler Weinand, Regan Capital Weinand, Bill Adams, Adams, Peter Perkins, MRB Partners Perkins, Josh Jamner, ClearBridge Investments Jamner, Chris Zaccarelli, Zaccarelli Organizations: Service, CPI, Business, UBS Global Wealth Management, UBS Global Wealth, Fed, Comerica Bank, MRB Partners, Investment, ClearBridge Investments, Independent, bps

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