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Stocks vs. bonds: What you need to know
  + stars: | 2023-10-02 | 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 EmailStocks vs. bonds: What you need to knowDan Suzuki, deputy chief investment officer at Richard Bernstein advisors, and Bob Michele, JPMorgan head of global fixed income, join 'The Exchange' to discuss treasury yields breaking highs from October 2007, higher valuation asset sensitivity to rising interest rates, and more.
Persons: Dan Suzuki, Richard Bernstein, Bob Michele Organizations: JPMorgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed's higher for longer surprised the market, but it shouldn't have: RBA's Michael ContopoulosMichael Contopoulos, Richard Bernstein Advisors director of fixed income, joins the 'Fast Money' traders at the desk talking rising rates, the Fed's next move, the state of the economy and more.
Persons: Michael Contopoulos Michael Contopoulos, Richard Bernstein Organizations: Richard Bernstein Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRichard Bernstein says there are other growth stories outside of the 'Magnificent 7'Richard Bernstein, Richard Bernstein Advisors CEO, joins 'Power Lunch' to discuss where to find opportunities in the non-Magnificent 7 stocks.
Persons: Richard Bernstein
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailForecasts of a recession have been way off mark, says Jefferies David ZervosDavid Zervos, Jefferies Chief Market Strategist and Michael Contopoulos, Richard Bernstein Advisors Director of Fixed Income, join 'Closing Bell Overtime' to talk the day's market action and today's slate of earnings.
Persons: Jefferies David Zervos David Zervos, Michael Contopoulos, Richard Bernstein Organizations: Jefferies
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMoody's Mark Zandi: Trend lines suggest inflation will moderate furtherRichard Bernstein's Dan Suzuki and Moody's Mark Zandi join 'Power Lunch' to give their read on the economy and CPI report.
Persons: Zandi, Richard Bernstein's Dan Suzuki, Mark Zandi
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Richard Bernstein’s Dan Suzuki and Moody’s Mark ZandiRichard Bernstein's Dan Suzuki and Moody's Mark Zandi join 'Power Lunch' to give their read on the economy and CPI report.
Persons: Richard Bernstein’s Dan Suzuki, Mark Zandi Richard Bernstein's Dan Suzuki, Mark Zandi
Expect recession around year end: JPMorgan's Bob Michele
  + stars: | 2023-08-01 | 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 EmailExpect recession around year end: JPMorgan's Bob MicheleBob Michele, JPMorgan's head of global fixed income, and Richard Bernstein, CEO and CIO of Bernstein Advisors, join 'The Exchange' to discuss the hard landing scenario, opportunity in treasury yields, and low-risk investments outside of the Magnificent 7.
Persons: Bob Michele Bob Michele, JPMorgan's, Richard Bernstein, Bernstein Organizations: Bernstein Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with JPMorgan's Bob Michele and Bernstein Advisors' Richard BernsteinBob Michele, JPMorgan's head of global fixed income, and Richard Bernstein, CEO and CIO of Bernstein Advisors, join 'The Exchange' to discuss the hard landing scenario, opportunity in treasury yields, and low-risk investments outside of the Magnificent 7.
Persons: Bob Michele, Bernstein, Richard Bernstein Bob Michele, JPMorgan's, Richard Bernstein Organizations: Bernstein Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBetter places to take risks in equities than tech stocks, says Richard Bernstein's Dan SuzukiDan Suzuki, deputy chief investment officer at Richard Bernstein advisors, joins 'Squawk on the Street' to discuss why the dominance in tech stocks is unsustainable, if there's fragility to this equity rally, and more.
Persons: Richard Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe tech and growth trade isn't over but we may see a pullback, says BD8's Barbara DoranRich Bernstein, Richard Bernstein Advisors CEO and Barbara Doran, BD8 Capital CEO, joins 'Closing Bell Overtime' to talk the day's market action, the most recent slate of earnings and more.
Persons: Barbara Doran Rich Bernstein, Richard Bernstein, Barbara Doran Organizations: BD8 Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe have to separate A.I. story from the investment opportunity, says CEO Richard BernsteinRichard Bernstein, Richard Bernstein Advisors CEO, joins 'Squawk on the Street' to discuss rising Treasury yields, strategies for investing in AI stocks, and how a strong dollar could hurt international investment returns.
Persons: Richard Bernstein Richard Bernstein, Richard Bernstein
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed looks likely to raise rates longer than anyone expects, says Richard BernsteinRichard Bernstein, Richard Bernstein Advisors CEO and Courtney Rosenberger, Strategas managing director, joins 'Power Lunch' to discuss Bidenomics and the market.
Persons: Richard Bernstein Richard Bernstein, Richard Bernstein, Courtney Rosenberger
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreasurys are very attractive, says Richard Bernstein's Dan SuzukiDan Suzuki, deputy chief investment officer at Richard Bernstein advisors, joins 'Power Lunch' to discuss the state of markets and the economy.
Persons: Richard Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein
Behold Wall Street's new bull market, maybe
  + stars: | 2023-06-08 | by ( Chuck Mikolajczak | ) www.reuters.com   time to read: +3 min
Part of the uncertainty is that there is no set definition of a bull or bear market, or any sort of regulatory body that declares one, such as the National Bureau of Economic Research (NBER) does with recessions. The most commonly accepted definition is a 20% rise off a low for a bull market and a 20% decline from a high for a bear market, but even that is open to interpretation. "I just think it was a blip within a longer-term bear market." "Certainly it's a bull market in big-cap technology. I wouldn't call it a bull market in a broad market sense, because there are only certain stocks that are really in what we would call bull market territory, and it's just not a broad enough move to call it a sustainable bull market," said Tim Ghriskey, senior portfolio strategist Ingalls & Snyder in New York.
Persons: Howard Silverblatt, Dow, Silverblatt, Sam Stovall, Stovall, Dan Suzuki, Richard Bernstein, Suzuki, it's, Tim Ghriskey, Ingalls, Snyder, Ned Davis, Chuck Mikolajczak, Noel Randewich, Lewis Organizations: YORK, National Bureau of Economic Research, Reuters Graphics Reuters, Dow Jones, Richard, Richard Bernstein Advisors, Nvidia, Ned Davis Research, Thomson Locations: New York
The new bull market won't take off until three things improve, RBA said. The firm pointed to the importance of profits, liquidity, and sentiment when evaluating bull markets. Stocks won't begin a bullish trajectory until at least one of those factors improves, the firm added. Those gains have led some commentators to call the start of a new bull market — but that likely isn't the case until key catalysts show improvement, RBA said. "While it is certainly possible for this rally to evolve into a full-fledged bull market, historical precedent suggests it is far from a foregone conclusion," RBA's deputy chief investment officer Dan Suzuki said in a report on Monday.
Persons: RBA, , Richard Bernstein, RBA's, Dan Suzuki Organizations: Stocks, Service, Richard Bernstein Advisors, JPMorgan
A major ETF firm provider is betting the artificial intelligence boom is just starting. Roundhill Investments launched the Generative AI & Technology ETF (CHAT) less than 20 days ago. It's the first-ever exchange-traded fund designed to track companies involved in generative AI and other related technologies. Mazza notes the fund includes not just pure play AI companies like C3.ai but also large-cap tech companies such as Microsoft and AI chipmaker Nvidia . His bullish forecast comes amid concerns AI is a price bubble that will pop and take down the Big Tech rally.
Persons: Dave Mazza, Richard Bernstein, Dan Suzuki —, Organizations: Roundhill Investments, Technology, Microsoft, Nvidia, Big Tech, Richard Bernstein Advisors
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBiggest market risk is tech rally running at extreme levels, says Richard Bernstein's Dan SuzukiDan Suzuki, Deputy Chief Investment Officer at Richard Bernstein, joins 'Fast Money' to discuss the bear case for Big Tech.
Persons: Richard Bernstein's Dan Suzuki Dan Suzuki, Richard Bernstein Organizations: Big Tech
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOpportunities outside mega caps look extraordinary right now, says Richard BernsteinRichard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, Dan Clifton, Strategas Head of Policy Research, and CNBC's Kayla Tausche join 'The Exchange' to discuss bullish investment in international equities, the looming debt ceiling default, and China's recovery story.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors shouldn't focus on the composition of market leadership, says Richard Bernstein's SuzukiDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, joins 'Squawk on the Street' to discuss why the market's performance mirrors last year's image, how Suzuki would counsel investors right now, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket response to debt ceiling debate depends on investors' time horizons, says Dan SuzukiDan Suzuki, deputy chief investment officer at Richard Bernstein advisors, Bill Stone, chief investment officer at the Glenview Trust Company, joins 'The Exchange' to discuss investing protocol when facing debt ceiling concerns, Warren Buffett's stock playbook, and current stock opportunities.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Richard Bernstein's Dan Suzuki and Glenview Trust's Bill StoneDan Suzuki, deputy chief investment officer at Richard Bernstein advisors, Bill Stone, chief investment officer at the Glenview Trust Company, joins 'The Exchange' to discuss investing protocol when facing debt ceiling concerns, Warren Buffett's stock playbook, and current stock opportunities.
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe broader financial system still looks pretty robust, says Jefferies' David ZervosDavid Zervos, Jefferies chief market strategist, and Richard Bernstein, CEO at Richard Bernstein Advisors, join 'Closing Bell Overtime' to discuss financial system health, the potential start of a new bull market, and speculative fervor contributing to market highs.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Jefferies' David Zervos and Richard Bernstein Advisor CEODavid Zervos, Jefferies chief market strategist, and Richard Bernstein, CEO at Richard Bernstein Advisors, join 'Closing Bell Overtime' to discuss financial system health, the potential start of a new bull market, and speculative fervor contributing to market highs.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect economic growth slowdown to hit earnings season, says Dan SuzukiDan Suzuki, Richard Bernstein Advisors, joins CNBC's "Fast Money" to discuss the tech trade and whether there's a bubble in the space.
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