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Final Trades: Alibaba, Blackstone, Apollo Global, and SLB
  + stars: | 2024-01-24 | 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 EmailFinal Trades: Alibaba, Blackstone, Apollo Global, and SLBStephanie Link, Hightower chief investment strategist and portfolio manager, Joe Terranova, senior managing director at Virtus Investment Partners, Karen Firestone, CEO at Aureus Asset Management, and Rob Sechan, managing partner at NewEdge Wealth, join 'Halftime Report' to share their top picks to watch for the second half.
Persons: Stephanie Link, Hightower, Joe Terranova, Karen Firestone, Rob Sechan Organizations: Apollo, Virtus Investment Partners, Asset Management, NewEdge Wealth
We're not in the midst of a major bull market, says Ben Emons
  + stars: | 2024-01-19 | 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 EmailWe're not in the midst of a major bull market, says Ben EmonsBen Emons, Principal-Senior Portfolio Manager and Fixed Income/Macro Strategy at NewEdge Wealth, discuss tech stocks, the bond market, and investing in India.
Persons: Ben Emons Ben Emons Organizations: NewEdge Locations: India
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNot convinced inflation is 'taken care of' as Red Sea situation worsens: Newedge Weath's Ben EmonsHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Ben Emons, Brian Sullivan, Organizations: CNBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are likely to get a rate cut in May, says Cerity Partners' Jim LebenthalJenny Harrington, Gilman Hill Asset Management CEO, Jim Lebenthal, chief equity strategist at Cerity Partners, Joe Terranova, senior managing director at Virtus Investment Partners, and Rob Sechan, managing partner at NewEdge Wealth, join CNBC's Halftime Report' to discuss the market and their expectation for 2024.
Persons: Cerity, Jim Lebenthal Jenny Harrington, Jim Lebenthal, Joe Terranova, Rob Sechan Organizations: Management, Cerity Partners, Virtus Investment Partners, NewEdge Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Verizon, Abbvie, Gilead Sciences and Arch Capital GroupJenny Harrington, Gilman Hill Asset Management CEO, Jim Lebenthal, chief equity strategist at Cerity Partners, Joe Terranova, senior managing director at Virtus Investment Partners, and Rob Sechan, managing partner at NewEdge Wealth, join CNBC's Halftime Report' to give their top picks to watch for the second half.
Persons: Jenny Harrington, Jim Lebenthal, Joe Terranova, Rob Sechan Organizations: Verizon, Arch Capital, Management, Cerity Partners, Virtus Investment Partners, NewEdge Wealth Locations: Abbvie, Gilead
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCommittee Stocks on the Move: JetBlue, Spirit Airlines, Alibaba, Morgan Stanley and Kohl'sJenny Harrington, Gilman Hill Asset Management CEO, Jim Lebenthal, chief equity strategist at Cerity Partners, Joe Terranova, senior managing director at Virtus Investment Partners, and Rob Sechan, managing partner at NewEdge Wealth, join CNBC's Halftime Report' to discuss multiple stocks on the move today and how you should trade them.
Persons: Morgan Stanley, Kohl's Jenny Harrington, Jim Lebenthal, Joe Terranova, Rob Sechan Organizations: JetBlue, Spirit Airlines, Management, Cerity Partners, Virtus Investment Partners, NewEdge Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with NFJ's John Mowrey and NewEdge's Cameron DawsonJohn Mowrey, NFJ Investment Group CIO and Cameron Dawson, NewEdge Wealth, join 'Closing Bell' to discuss how they're positioning in stocks and his overall market outlook.
Persons: NFJ's John Mowrey, NewEdge's Cameron Dawson John Mowrey, Cameron Dawson Organizations: NFJ Investment
The record gold rush may intensify into year-end. According to NewEdge Wealth's Ben Emons, the final month of the year typically creates a bigger appetite for the yellow metal. We get a recession maybe, maybe not," said Emons. "At the same time, gold rallies when there's this risk-on feel in the markets, and that's really when real rates and interest rates are declining. In a note to clients this week, Emons wrote that months for both gold and stocks are a "rare combo."
Persons: NewEdge Wealth's Ben Emons, It's, CNBC's, Gold, Emons, Guy Adami Organizations: Dow
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email2024 market environment could be 'fuel for gold', suggests NewEdge Wealth's Ben EmonsBen Emons, NewEdge Wealth Sr. Portfolio Manager & Head of Fixed Income, joins 'Fast Money' to talk how to play gold into 2024.
Persons: NewEdge Wealth's Ben Emons Ben Emons Organizations: NewEdge
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 Citi's Kristen BitterlyCameron Dawson, chief investment officer for NewEdge Wealth, and Kristen Bitterly, Citi Global Wealth Management head of North America investments, join 'Closing Bell' to discuss their expectations for the last month of the year and 2024.
Persons: NewEdge Wealth's Cameron Dawson, Citi's Kristen, Cameron Dawson, Kristen Organizations: Citi Global Wealth Management Locations: North America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCurrent valuations suggest more cash will flow into stocks this year, says Ben EmonsBen Emons, Senior Portfolio Manager in Fixed Income/Macro Strategy at NewEdge Wealth, discusses market performance this month.
Persons: Ben Emons Ben Emons Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is still too tech heavy, says NewEdge's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, and Kristen Bitterly, Citi Global Wealth Management head of North America investments, join 'Closing Bell' to discuss their expectations for the last month of the year and 2024.
Persons: NewEdge's Cameron Dawson Cameron Dawson, Kristen Organizations: Citi Global Wealth Management Locations: North America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe stock market is overbought right now, says NewEdge Wealth's Cameron DawsonCameron Dawson, NewEdge Wealth CIO, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate hike campaign, and more.
Persons: NewEdge Wealth's Cameron Dawson Cameron Dawson Organizations: NewEdge
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
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe CPI report helped neutralize the Fed risk for now, says NewEdge Wealth's Cameron DawsonCameron 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 Cameron Dawson, John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a mistake to assume the Fed is completely done raising rates, says NewEdge Wealth's Rob SechanJosh Brown, Stephanie Link, and Rob Sechan join 'Halftime Report' to discuss the trajectory of the recent rally, the state of the economy, and more.
Persons: NewEdge, Rob Sechan Josh Brown, Stephanie Link, Rob Sechan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with NewEdge's Cameron Dawson and NB Private Wealth's Shannon SaccociaCameron Dawson, chief investment officer for NewEdge Wealth, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss the fate of the latest market rally and more.
Persons: NewEdge's Cameron Dawson, Wealth's Shannon Saccocia Cameron Dawson, Shannon Saccocia Organizations: Wealth
S&P 500 rises for a seventh straight day: What you need to know
  + stars: | 2023-11-07 | 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 EmailS&P 500 rises for a seventh straight day: What you need to knowCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Closing Bell' to discuss the fate of the latest market rally and more.
Persons: Cameron Dawson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are a lot of stocks selling at attractive valuations, says NewEdge's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Closing Bell' to discuss what's happening in tech sectors, what to expect from the market, and more.
Persons: NewEdge's Cameron Dawson Cameron Dawson
Emons: A slowdown in Treasury issuance could lead to lower rates
  + stars: | 2023-10-26 | 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 EmailEmons: A slowdown in Treasury issuance could lead to lower ratesBen Emons, Senior Portfolio Manager at NewEdge Wealth, discusses tech earnings, the new House Speaker, and Treasury yields.
Persons: Ben Emons
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings season commentary is fine so far, says Solus' Dan GreenhausDan Greenhaus, Solus Alternative Asset Management chief strategist, and Cameron Dawson, chief investment officer for NewEdge Wealth, join 'Closing Bell' to discuss earnings, the Fed and markets.
Persons: Solus, Dan Greenhaus Dan Greenhaus, Cameron Dawson Organizations: Asset Management, Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Solus' Dan Greenhaus and NewEdge Wealth's Cameron DawsonDan Greenhaus, Solus Alternative Asset Management chief strategist, and Cameron Dawson, chief investment officer for NewEdge Wealth, join 'Closing Bell' to discuss earnings, the Fed and markets.
Persons: Solus, Dan Greenhaus, NewEdge Wealth's Cameron Dawson Dan Greenhaus, Cameron Dawson Organizations: Asset Management, Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAdvisors are seeing a huge reallocation towards alternative investments: CAIS CEO Matt BrownMatt Brown, CAIS chairman and CEO, and Rob Sechan, CEO of NewEdge Wealth, join 'Halftime Report' to discuss the CAIS alternative investment summit, the growth of the private credit market, and more.
Persons: Matt Brown Matt Brown, Rob Sechan Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with CAIS CEO Matt Brown and NewEdge Wealth CEO Rob SechanMatt Brown, CAIS chairman and CEO, and Rob Sechan, CEO of NewEdge Wealth, join 'Halftime Report' to discuss the CAIS alternative investment summit, the growth of the private credit market, and more.
Persons: Matt Brown, Rob Sechan Matt Brown, Rob Sechan Organizations: NewEdge
At the center of the storm is the 10-year Treasury yield , one of the most influential numbers in finance. The relentless rise in borrowing costs has blown past forecasters' predictions and has Wall Street casting about for explanations. Companies that can only issue debt in the high-yield market, which includes many retail employers, will confront sharply higher borrowing costs. Higher rates squeeze the housing industry and push commercial real estate closer to default. "So if banks haven't fixed their issues since then, the problem is only worse, because rates are only higher."
Persons: Jerome Powell, SAUL LOEB, Bob Michele, Ben Emons, Treasurys, Benjamin Dunn, Lindsay Rosner, Peter Boockvar, Rosner Organizations: Federal Reserve, Washington , D.C, Getty, ., Treasury, Fed, JPMorgan, NewEdge, Bloomberg, Alpha Theory Advisors, Goldman, Companies, Bleakley Financial, Valley Bank, First Locations: Washington ,, U.S, Goldman Sachs, First Republic
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