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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Virtus' Joe Terranova and Requisite's Bryn TalkingtonJoe Terranova, Virtus Investment Partners chief market strategist, and Bryn Talkington, Requisite Capital Management managing partner, join 'Power Lunch' to take on the growth versus value debate and offer their market outlook.
Persons: Joe Terranova, Requisite's Bryn, Bryn Talkington Organizations: Virtus, Virtus Investment Partners, Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Bryn Talkington, Sonia Meskin and Ayako YoshiokaRequisite's Bryn Talkington, BNY’s Sonia Meskin and Wealth Enhancement’s Ayako Yoshioka, join 'Closing Bell' to discuss the market rally, Fed's next move and their outlook for 2024.
Persons: Bryn Talkington, Sonia Meskin, BNY’s Sonia Meskin, Fed's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall caps should be a trade not a strategic allocation, says Requisite's Bryn TalkingtonBryn Talkington, Requisite Capital, joins 'Closing Bell' to discuss the market rally, Fed's next move and her outlook for 2024.
Persons: Requisite's Bryn, Bryn Talkington, Fed's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bryn Talkington, Steve Weiss, Josh Brown, and Bill BaruchBryn Talkington, Steve Weiss, Josh Brown, and Bill Baruch join 'Halftime Report' to discuss the outlook for interest rates, the possibility of a soft landing, and more.
Persons: Bryn Talkington, Steve Weiss, Josh Brown, Bill Baruch Bryn Talkington, Bill Baruch
Blue Line’s Bill Baruch sells McDonald's
  + stars: | 2023-11-16 | 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 EmailBlue Line’s Bill Baruch sells McDonald'sBryn Talkington, Steve Weiss, Josh Brown, and Bill Baruch join 'Halftime Report' to discuss the outlook for interest rates, the possibility of a soft landing, and more.
Persons: Bill Baruch, McDonald's Bryn Talkington, Steve Weiss, Josh Brown
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed Chair Jay Powell is 'crystal clear' about the 2% inflation target: Requisite's Bryn TalkingtonBryn Talkington, Steve Weiss, Josh Brown, and Bill Baruch join 'Halftime Report' to discuss the outlook for interest rates, the possibility of a soft landing, and more.
Persons: Jay Powell, Bryn, Bryn Talkington, Steve Weiss, Josh Brown, Bill Baruch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and Requisite's Bryn TalkingtonTrivariate's Adam Parker and Requisite's Bryn Talkington, join 'Closing Bell' to discuss small caps, the Fed and their market outlook.
Persons: Trivariate's Adam Parker, Requisite's Bryn Talkington Trivariate's Adam Parker, Requisite's Bryn Talkington Organizations: Fed
It's time to pick positions in bank stocks heading into year end as peak rates could be a "mini clearing event" for the sector, according to Bank of America. "While we are careful to not [get] carried away, peak interest rates do have potential to serve as a mini clearing event for bank stocks," BofA's Ebrahim Poonawala wrote in a Sunday note. Regional banks are down by 27% this year, and have continued to face intense scrutiny due to their exposure to commercial real estate. "Best case, peak rates could mark near term bottom in bank stocks vs. S & P." To be sure, there remain issues in the sector. Bank stocks are highly tied to the broader economy and their loans could take a hit if the U.S. falls into a recession.
Persons: BofA's Ebrahim Poonawala, JPMorgan Chase, KRE, Poonawala, NIM, it's, Bryn Talkington, Talkington, Morgan Stanley, Bill Gross, Gross Organizations: Bank of America, Bank, Citigroup, JPMorgan, Regional Banking, P Bank, Federal Reserve, Capital Management, West Bancorp, Truist Financial, Citizens, Apple Locations: Wells Fargo, U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe don't know whether the rally will lead to a sustained upswing: Short Hills Capital's Steve WeissBryn Talkington, Joe Terranova, and Steve Weiss join 'Halftime Report' to discuss the overbought state of the stock market, whether the rally can continue, and more.
Persons: Steve Weiss Bryn Talkington, Joe Terranova, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBlue Line’s Bill Baruch buys more shares of Caterpillar, Wabtec & moreBryn Talkington, Joe Terranova, and Steve Weiss join 'Halftime Report' to discuss the overbought state of the stock market, whether the rally can continue, and more.
Persons: Bill Baruch, Bryn Talkington, Joe Terranova, Steve Weiss Organizations: Caterpillar
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bryn Talkington, Joe Terranova, and Steve WeissBryn Talkington, Joe Terranova, and Steve Weiss join 'Halftime Report' to discuss the overbought state of the stock market, whether the rally can continue, and more.
Persons: Bryn Talkington, Joe Terranova, Steve Weiss Bryn Talkington, Steve Weiss
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market showed it can rally without Apple, says Requisite's Bryn TalkingtonBryn Talkington, Requisite Capital Management managing partner, joins 'Closing Bell' to discuss Apple as the tech giant posted its fourth consecutive fall in quarterly sales.
Persons: Requisite's Bryn, Bryn Talkington Organizations: Apple, Capital Management
Watch CNBC's investment committee discuss treasury refunding
  + stars: | 2023-11-01 | 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 EmailWatch CNBC's investment committee discuss treasury refundingJoe Terranova, Bryn Talkington, Steve Weiss, and Richard Saperstein join 'Halftime Report' to discuss the bond market's reaction to the treasury refunding, fiscal stimulus working its way through the economy, and seasonality in the market.
Persons: Joe Terranova, Bryn Talkington, Steve Weiss, Richard Saperstein Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bond market is where the action is right now, says Treasury Partners' Richard SapersteinJoe Terranova, Bryn Talkington, Steve Weiss, and Richard Saperstein join 'Halftime Report' to discuss the bond market's reaction to the treasury refunding, fiscal stimulus working its way through the economy, and seasonality in the market.
Persons: Richard Saperstein Joe Terranova, Bryn Talkington, Steve Weiss, Richard Saperstein Organizations: Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bryn Talkington, Steve Weiss, Jenny Harrington, and Kevin SimpsonBryn Talkington, Steve Weiss, Jenny Harrington, and Kevin Simpson join 'Halftime Report' to discuss Amazon as its shares surged following its earnings beat, what this means for the market going forward, and more.
Persons: Bryn Talkington, Steve Weiss, Jenny Harrington, Kevin Simpson Bryn Talkington, Kevin Simpson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe odds for Apple favor a decline, says Short Hills Capital's Steve WeissBryn Talkington, Steve Weiss, Jenny Harrington, and Kevin Simpson join 'Halftime Report' to discuss Amazon as its shares surged following its earnings beat, what this means for the market going forward, and more.
Persons: Steve Weiss Bryn Talkington, Steve Weiss, Jenny Harrington, Kevin Simpson Organizations: Apple
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon 'probably' saved the Nasdaq from a bigger plunge, says Gilman Hill's Jenny HarringtonBryn Talkington, Steve Weiss, Jenny Harrington, and Kevin Simpson join 'Halftime Report' to discuss Amazon as its shares surged following its earnings beat, what this means for the market going forward, and m
Persons: Gilman, Jenny Harrington Bryn Talkington, Steve Weiss, Jenny Harrington, Kevin Simpson Organizations: Nasdaq
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEveryone in the semi sector wants to compete against Intel, says Trivariate's Adam ParkerBryn Talkington, managing partner at Requisite Capital Management, and Adam Parker, funder & CEO of Trivariate Research, joins 'Closing Bell' to discuss AI development fueling the competition landscape semiconductors, how small cap margins compare to mega caps, and capex spending levels among tech stocks.
Persons: Trivariate's Adam Parker Bryn Talkington, Adam Parker, funder Organizations: Intel, Capital Management, Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTensions in the Middle East have put equity markets on edge, says Cerity Partners' Jim LebenthalBryn Talkington, Joe Terranova, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss 10-year yields breaking above 4%, earnings coming in stronger than expected, and the war in the middle east impacting investor sentiment.
Persons: Cerity, Jim Lebenthal Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss 10-year yields moving higherBryn Talkington, Joe Terranova, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss 10-year yields breaking above 4%, earnings coming in stronger than expected, and the war in the Middle East impacting investor sentiment.
Persons: Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss Organizations: Watch, Bryn
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNew report indicates sluggish iPhone 15 sales in China. How to play Apple stock right nowBryn Talkington of Requisite Capital Management, Dan Ives of Wedbush Securities and Jason Snipe of Odyssey Capital Advisors discussed Apple as analysts say they are starting to see signs of slowing demand for the iPhone 15 in China.
Persons: Bryn Talkington, Dan Ives, Jason Snipe Organizations: Apple, Management, Wedbush Securities, Odyssey Capital Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss BlackRock CEO Larry Fink's latest comments and moreBryn Talkington, Joe Terranova, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss the potential for a recession during the upcoming election year, Larry Fink's comments about inflation remaining stickier than expected, and data indicating consumer spending remains healthy.
Persons: Larry Fink's, Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss Organizations: Watch, BlackRock
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed settling at 3% is better than a recession in an election year, says Cerity's Jim LebenthalBryn Talkington, Joe Terranova, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss the potential for a recession during the upcoming election year, data indicating healthy consumer spending, and more.
Persons: Jim Lebenthal Bryn Talkington, Joe Terranova, Jim Lebenthal, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Fundstrat's Tom Lee and Requisite Capital’s Bryn TalkingtonTom Lee, Fundstrat and Requisite Capital’s Bryn Talkington, join 'Closing Bell' to discuss the market and their outlook for q4.
Persons: Fundstrat's Tom Lee, Bryn Talkington Tom Lee, Fundstrat, Bryn Talkington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is the early stage of a governmental balance sheet recession, says Virtus' Joe TerranovaBryn Talkington, Joe Terranova, Jason Snipe, and Jenny Harrington join 'Halftime Report' to discuss weak jobs data from ADP, recession concerns mounting due to the rapid inversion of the yield curve, and high oil prices creating a pullback in consumer spending.
Persons: Virtus, Joe Terranova Bryn Talkington, Joe Terranova, Jason Snipe, Jenny Harrington
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