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☆ It finally looks like the US economy is sticking its soft landing
  + stars: | 2024-06-05 | by ( Madison Hoff | ) www.businessinsider.com   time to read: +6 min
A soft landing is on the horizon, too — or already here depending on who you ask — and recent data reinforces that. AdvertisementThere has been a ton of moderation in this rate particularly when comparing recent changes to those seen in 2022, another sign pointing to a soft landing. AdvertisementThe soft landing might already be hereDavid Kelly, chief global strategist at J.P. Morgan Asset Management, believes the US has already achieved a soft landing. "To me, a soft landing is when the unemployment rate has basically hit its full-employment level, and the inflation rate is gradually coming down to a rate that's acceptable," Kelly said. Advertisement"In other words, a fairly comfortable soft landing with occasional turbulence," Draho added.
Persons: —, That's, it's, Joseph Briggs, Goldman Sachs, Briggs, Nick Bunker, Bunker, David Kelly, Kelly, Jason Draho, Draho, It's Organizations: Service, Business, Bureau of Labor Statistics, North America, UBS, Morgan Asset Management, UBS Global Wealth Management
☆ UBS: Expect oil prices to gravitate toward mid-80s by the third quarter
  + stars: | 2024-06-05 | 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 EmailUBS: Expect oil prices to gravitate toward mid-80s by the third quarterWayne Gordon of UBS Global Wealth Management discusses OPEC+'s extension of oil output cuts into 2025.
Persons: Wayne Gordon Organizations: UBS, UBS Global Wealth Management
☆ 'Substantial' potential in Chinese equities over the next 6 to 12 months: UBS WM
  + stars: | 2024-05-30 | 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 Email'Substantial' potential in Chinese equities over the next 6 to 12 months: UBS WMSuresh Tantia of UBS Global Wealth Management is positive on China's economic recovery trajectory, but says there is still a tail risk associated with the possibility of a second Trump presidency.
Persons: Suresh Tantia Organizations: UBS, UBS Global Wealth Management, Trump
☆ The small-cap slump is getting historically long. Here's what needs to change for a rebound
  + stars: | 2024-05-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +6 min
"With yields holding firm at elevated levels , large caps continue to outperform small caps. Hopes for multiple rate cuts from the Federal Reserve this year have dimmed after recent inflation readings showed signs of stickiness. An economy that is growing more slowly, but with cooler inflation, could be the combination small caps need. Small caps could also benefit from an uptick in the global economy that benefits areas like manufacturing that has heavy representation in the small-cap index. Investors who really want exposure to small caps could also look outside of the U.S. Wolfe Research analyst Rob Ginsberg said in a May 29 note to clients that global small caps are outperforming their U.S. counterparts and are poised for a potential breakout.
Persons: Russell, Todd Sohn, JC O'Hara, Roth MKM, Chad Miller, you've, Miller, Cayla, Seder, Mark Haefele, Solita, Angelo Kourkafas, Edward Jones, Rob Ginsberg, — CNBC's Michael Bloom Organizations: CNBC, ESG, Silicon Valley Bank, Federal Reserve, Big Tech, Companies, UBS, Institute, Supply, PMI, Investors, U.S . Wolfe Research Locations: Thrivent, Silicon
☆ Hafele: There's currently a benign backdrop for both stocks and bonds
  + stars: | 2024-05-28 | 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 EmailHafele: There's currently a benign backdrop for both stocks and bondsMark Haefele, Chief Investment Officer at UBS Global Wealth Management, discusses his new S&P 500 price target and the markets this week.
Persons: There's, Mark Haefele Organizations: UBS Global Wealth Management
☆ UBS says it's time to move out of cash. Here's where it sees opportunity
  + stars: | 2024-05-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The era of hiding out in cash is coming to an end, according to UBS. While investors have been earning yields of more than 5% on instruments like money market funds and certificates of deposit, those rates aren't expected to stick around much longer. "We believe investors should limit their overall cash balances as falling interest rates this year and beyond will diminish returns on cash," Solita Marcelli, chief investment officer Americas for UBS Global Wealth Management, wrote in a note Monday. Investors flooded into money market funds as the Federal Reserve began raising interest rates in 2022. UBS also moved out on the curve on TIPS earlier this month after initially buying 5-year inflation-protected securities in August.
Persons: Marcelli, Leslie Falconio, Falconio Organizations: UBS, UBS Global Wealth Management, Investors, Federal Reserve, Investment Company Institute, AAA, AAA CMBS Locations: UBS Americas
☆ Fed not cutting rates would be a headwind to Asian markets: UBS
  + stars: | 2024-05-08 | 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 EmailFed not cutting rates would be a headwind to Asian markets: UBSHartmut Issel, head Asia-Pacific equities and credit at UBS Global Wealth Management, says, however, that his base case is that the U.S. Federal Reserve will cut interests rates twice this year, starting in September.
Persons: UBS Hartmut Issel Organizations: UBS, UBS Global Wealth Management, U.S . Federal Locations: Asia, Pacific
☆ The UK is 'an interesting investment' right now: UBS Global Wealth Management
  + stars: | 2024-05-06 | 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 EmailThe UK is 'an interesting investment' right now: UBS Global Wealth ManagementAdrian Zuercher of UBS Global Wealth Management, discusses the outlook for U.S. and U.K. markets.
Persons: UBS Global Wealth Management Adrian Zuercher Organizations: UBS Global Wealth Management
☆ The new power figures in hedge funds do not manage money
  + stars: | 2024-05-05 | by ( Matt Turner | ) www.businessinsider.com   time to read: +4 min
NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . On the agenda:But first: Why Wall Street is so happy to see the job market slowing down. New data from Vanguard shows a two-tier job market: one divided between a blue-collar boom and a white-collar recession. Also read:AdvertisementiStock; Rebecca Zisser/BIThe portfolio-manager whisperersThe new power figures in hedge funds do not manage money.
Persons: —, it's, Brian Rose, It's, Christie Hemm, Jan Sramek, Goldman Sachs, Reid Hoffman, Marc Andreessen, Alyssa Powell, Stefano Spicca, Jenny Chang, Rodriguez, Rebecca Zisser, whisperers, Gates Organizations: Business, Service, Federal Reserve, Fed, UBS Global Wealth Management, Big, Silicon, California, Vanguard, Microsoft, Big Tech Locations: Austrian, Solano County, Napa, Sacramento, California, Silicon Valley, New York City
☆ Tech stocks still attractive in long term, UBS Wealth Management CIO says
  + stars: | 2024-05-03 | 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 EmailTech stocks still attractive in long term, UBS Wealth Management CIO saysMark Haefele, CIO at UBS Global Wealth Management, discusses the outlook for the U.S. economy and markets.
Persons: Mark Haefele Organizations: Tech, UBS Wealth Management, UBS Global Wealth Management Locations: U.S
☆ Why many Americans still feel bad about the economy despite strong data
  + stars: | 2024-05-03 | by ( Jeff Huang | In Jefftchuang | ) www.cnbc.com   time to read: +1 min
These are the kinds of questions used by the University of Michigan to calculate the Consumer Sentiment Index, an economic indicator measuring how people feel about the economy. That survey and others show there is a pervasive sense of disconnect between the overall economic picture and how people feel about the economy. Despite slowing inflation, a healthy labor market with record-low unemployment, and stocks that remain in a bull market, consumer sentiment remains below pre-pandemic levels. "People don't tend to think in terms of inflation—economists do," said Paul Donovan, chief economist at UBS Global Wealth Management. Normal people think in terms of price levels."
Persons: Joanne Hsu, Paul Donovan Organizations: University of Michigan, Consumers, UBS Global Wealth Management Locations: U.S
☆ A top mind at UBS Global Wealth Management explains why investors' meltdown over elevated interest rates is misguided — and shares a 5-part investing blueprint as stocks continue to rise
  + stars: | 2024-05-03 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Less than a month ago, analysts were calling for subdued earnings growth of just 3%. Although higher rates can be a headache, Lefkowitz said earnings growth matters most. Instead of obsessing over when interest rates will fall, Lefkowitz said investors should consider the reasoning behind the Fed's decisions. "If rates are rising and that's leading to more confidence in the earnings growth outlook, then that shouldn't be a headwind to markets," Lefkowitz said. Follow this 5-part investing game planHealthy earnings growth and a resilient economy have strategists at UBS GWM bullish about US stocks.
Persons: Jonathan Golub, weren't, that's, David Lefkowitz, Lefkowitz, —, shouldn't Organizations: UBS Global Wealth Management, UBS, Business, UBS GWM, Bank of America, Federal, Healthcare
☆ 3 of Wall Street's biggest banks share what's next for markets after the largest earnings surprise in years — and 25 top stocks to invest in for stable, long-term profit growth
  + stars: | 2024-05-02 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Large technology stocks have continued to be a key driver of earnings growth. Those calls are based on the firms' expectation that the economy will continue to grow despite uncomfortably high interest rates. Bullish firms concur that elevated interest rates are a serious concern for investors. "Should the outlook for earnings growth deteriorate, the recent stretch of quality outperformance will likely continue and also expand to include stocks with stable growth," Kostin wrote. Along with each is its ticker, market capitalization, sector, 2024 expected earnings growth rate, and 10-year EBITDA growth variability rate, according to Goldman Sachs.
Persons: Morgan Stanley, That's, Jonathan Golub, David Lefkowitz, Stocks, they've, Mike Wilson, Morgan, 19.3x, Goldman Sachs, David Kostin, Wilson, Kostin, Russell Organizations: UBS, Business, UBS Beats, UBS Global Wealth Management, Companies, Federal Reserve
☆ Europe is beating inflation. Why can’t America declare victory?
  + stars: | 2024-04-26 | by ( Anna Cooban | ) edition.cnn.com   time to read: +6 min
The Fed aims to keep inflation at 2% over the longer run. Meanwhile, among the 20 countries that use the euro, annual consumer price inflation has slowed steadily since the start of the year. Fed Governor Michelle Bowman said earlier this month that she would favor a rate hike “should progress on inflation stall or even reverse.”So why does the United States appear to have a bigger inflation problem than Europe? Some economists argue there isn’t actually much daylight between the US and European rates of inflation, pointing to a quirk in the US measures. The measure is designed to track inflation in the real estate market while accounting for the fact that most Americans own their homes.
Persons: Michelle Bowman, Paul Donovan, Simon MacAdam, ”, MacAdam, ” Carsten Brzeski, Janet Yellen, Jim Watson, Brzeski, “, ” Davide Oneglia Organizations: London CNN, Federal Reserve, European Central Bank, PCE, UBS Global Wealth Management, Capital Economics, ING, CNN, Monetary Fund, Washington, Reuters, Getty, —, ECB, Lombard Locations: United States, Europe, Centreville , Maryland, AFP, Russia, Ukraine
☆ UBS: The Fed will implement its first rate cut in September
  + stars: | 2024-04-19 | 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 EmailUBS: The Fed will implement its first rate cut in SeptemberBrian Rose, UBS Global Wealth Management senior U.S. economist, and CNBC's Steve Liesman join 'The Exchange' to discuss the outlook for potential rate cuts, economic data, and more.
Persons: Brian Rose, Steve Liesman Organizations: UBS, UBS Global Wealth Management
☆ No reason for the Fed to cut if the economy is holding up at these higher rates: UBS' Jason Draho
  + stars: | 2024-04-17 | 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 EmailNo reason for the Fed to cut if the economy is holding up at these higher rates: UBS' Jason DrahoJason Draho, UBS Global Wealth Management head of asset allocation Americas, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Wednesday.
Persons: Jason Draho Jason Draho Organizations: Fed, UBS, UBS Global Wealth Management
☆ Here’s what would happen to the US economy if there are no rate cuts this year
  + stars: | 2024-04-16 | by ( Elisabeth Buchwald | ) edition.cnn.com   time to read: +4 min
That’s why Fed Chair Powell conveyed on Tuesday the central bank won’t be cutting interest rates any time soon. How would the US economy handle more months of painstakingly high interest rates? Investors are banking on cutsWhen Fed officials initially penciled in three rate cuts at the end of last year, markets hit new highs. But the longer the Fed leaves interest rates higher means more pain could be inflicted on households and businesses, said Goldstein. But not everyone thinks cracks in the economy will widen if the Fed doesn’t cut rates this year.
Persons: Powell, ” Powell, paring, Itay Goldstein, Tesla, Goldstein, ”, Brian Rose, David Mericle, Goldman Sachs Organizations: New, New York CNN — Federal Reserve, Bank of Canada, Tiff, Investors, Dow, Nasdaq, University of Pennsylvania’s Wharton School of Business, CNN, Fed, Treasury, UBS Global Wealth Management Locations: New York
☆ UBS: Expect Fed to cut rates by 75 basis points this year, starting in June
  + stars: | 2024-04-01 | 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 EmailUBS: Expect Fed to cut rates by 75 basis points this year, starting in JuneFahd Iqbal, Middle East CIO at UBS Global Wealth Management, discusses the outlook for the Chinese and U.S. economies.
Persons: Fahd Iqbal Organizations: UBS, Middle, UBS Global Wealth Management Locations: U.S
☆ UBS discusses outlook for U.S. rates and stock market
  + stars: | 2024-03-27 | 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 EmailUBS discusses outlook for U.S. rates and stock marketAdrian Zuercher, head global asset allocation and co-head global investment management Asia-Pacific at UBS Global Wealth Management, discusses the outlook for U.S. interest rates.
Persons: Adrian Zuercher Organizations: UBS, UBS Global Wealth Management Locations: Asia, Pacific
☆ Small caps will get a tailwind from market broadening, says UBS' Jason Draho
  + stars: | 2024-03-04 | 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 EmailSmall caps will get a tailwind from market broadening, says UBS' Jason DrahoMarc Pinto, Janus Henderson Investors head of Americas equities, and Jason Draho, UBS Global Wealth Management head of asset allocation Americas, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Jason Draho Marc Pinto, Janus Henderson, Jason Draho Organizations: UBS, Janus Henderson Investors, UBS Global Wealth Management
☆ Stock futures are little changed after Nasdaq Composite retreats from record: Live updates
  + stars: | 2024-03-04 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
A trader works on the floor of the New York Stock Exchange (NYSE) during morning trading on March 4, 2024 in New York City. U.S. stock futures were little changed Monday night after the Nasdaq Composite retreated from its record high. Futures tied to the Dow Jones Industrial Average ticked down 59 points, or 0.1%. S&P 500 futures inched down 0.1%, while Nasdaq-100 futures fell 0.2%. During Monday's main trading session, the S&P 500 dropped 0.12%, and the tech-forward Nasdaq Composite slipped 0.41%.
Persons: Dow, Jason Draho, CNBC's, They're, Draho, there's Organizations: New York Stock Exchange, Nasdaq, Dow Jones, GitLab, Nvidia, Micro Computer, Apple, European Commission, UBS Global Wealth Management, Target, Nordstrom, P Global US Services, Services Locations: New York City . U.S
☆ 4 reasons why Wall Street fears that Nvidia's hard-earned gains could go up in smoke
  + stars: | 2024-02-27 | by ( James Faris | ) www.businessinsider.com   time to read: +8 min
In the last 15 months, Wall Street analysts have hailed generative AI as the most impactful innovation in decades and compared its theoretical impact to that of the internet. While the full impact of AI isn't clear yet, companies are under immense pressure to convince investors that they're not falling behind. "We can't envision any of these large cloud companies or consumer companies pulling back on AI spending anytime soon," Colello said. UBS"This is not always a harbinger of slowing revenue growth and a concentrated H200/B100 launch could be adding to near-term opex," Arcuri wrote in a recent note. AdvertisementDespite what Nvidia's recent performance suggests, Wall Street is notoriously tough to please.
Persons: —, Morgan Stanley, Steve Sosnick, Wedbush's Dan Ives, who's, Marcelli, they're, Sosnick, Brian Colello, Colello, They're, we're, Vivek Arya, Arya, Michael Landsberg, Landsberg, Jason Draho, Draho, Timothy Arcuri, Arcuri Organizations: Service, Wall Street, Business, Nvidia, Interactive, Bulls, Bank of America, Wedbush Securities, UBS, UBS Global Wealth Management, Morningstar, Landsberg Bennett, Wealth Management
☆ Goldilocks scenario is coming through thanks to AI and strong U.S. economy, says Mark Haefele
  + stars: | 2024-02-23 | 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 EmailGoldilocks scenario is coming through thanks to AI and strong U.S. economy, says Mark HaefeleMark Haefele, Chief Investment Officer of UBS Global Wealth Management, discusses earnings, the S&P 500, and the stock market rally.
Persons: Mark Haefele Mark Haefele Organizations: UBS Global Wealth Management
☆ Nvidia's blowout earnings could fuel interest in this 'Magnificent Seven' ETF
  + stars: | 2024-02-22 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
Meanwhile, the Roundhill Magnificent Seven ETF (MAGS) rose more than 4% and had already seen 280,000 shares traded as of Thursday afternoon, putting in on track to potentially set a new fund record for daily volume. The Roundhill fund has a simple structure that is resonating with some investors eager to buy even more of the Magnificent Seven. MAGS YTD mountain Roundhill's Magnificent Seven ETF tracks major tech stocks. In addition to capitalizing on investor demand for ways to play the megacap tech stocks, the Roundhill ETF is also a case study in fund marketing. So Roundhill pivoted out of "Big Tech" and into the trendier "Magnificent Seven."
Persons: BIGT, Tesla, MAGS, David Mazza, Mazza, Andrew Stewart Organizations: Nvidia, UBS, Nasdaq, Apple, Microsoft, Tesla, Big Tech, Roundhill Investments, Exchange Capital Management Locations: Americas
☆ What's next for the S&P 500 after hitting a record? Nvidia is the key
  + stars: | 2024-02-22 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
Where markets go next may well depend on how Nvidia does after going forward. "The answer here will depend on NVDA," Tom Essaye of The Sevens Report wrote in a Thursday note. "The stock is at an all-time high ... and if it can hold (or extend) this rally ... it'll imply that tech can help lead this market higher." Nvidia and other artificial intelligence darlings, including Meta Platforms, powered the broader market last year, while other stocks underperformed. I'd rather take it elsewhere in something that hasn't had as much of a run as Nvidia has."
Persons: Tom Essaye, Essaye, Patrick McDonough, Solita Marcelli, Charles Ashley, hasn't, Said PGIM's McDonough Organizations: Nvidia, Revenue, Nasdaq, VanEck Semiconductor, Federal Reserve, Meta, UBS Global Wealth Management, Catalyst Funds
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