DIRS.INFO The most relevant business & tech news

☆ Why the October jobs report on Friday could sink the market's soft-landing narrative
▼ + stars: | 2024-10-30 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

September's payrolls report exceeded expectations, but economists see weak gains for October. Even with lower expectations, a poor print could reset the market's narrative around a soft landing. AdvertisementThe narrative around ongoing labor-market strength revived with September's payrolls report, which topped economists' expectations by over 100,000 jobs. "The October jobs report will likely show a severe but short-lived hit from hurricanes Helene and Milton," Adams said. Another sign that September's jobs numbers may have been overstated is that other employment indicators haven't started to trend upwards.

Persons: September's, —, Hurricanes Milton, Helene, Tom Essaye, Ben McMillan, McMillan, Goldman Sachs, there's, Goldman, Claudia Sahm, Michael Cuggino, Bill Adams, Milton, Adams, Neil Dutta, David Rosenberg, Rosenberg, Dutta Organizations: Service, Bureau of Labor Statistics, Hurricanes, Boeing, IDX Advisors, of Labor Statistics, Comerica, Funds, Federal Reserve, Macro, BLS, PMI

☆ Investors should shift their focus to areas of the market that have lagged, says Emerald's Sears
▼ + stars: | 2024-10-30 | 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 EmailInvestors should shift their focus to areas of the market that have lagged, says Emerald's SearsSteve Liesman, CNBC senior economics reporter; Stacey Sears, Emerald Asset Management portfolio manager; and Peter Boockvar, Bleakley Financial Group CIO, join CNBC's 'The Exchange' to discuss the case for small caps, how resilient the economy is, and more.

Persons: Emerald's Sears Steve Liesman, Stacey Sears, Peter Boockvar, CNBC's Organizations: CNBC, Emerald Asset Management, Bleakley Financial

☆ The Fed will keep cutting rates in 2025, CIO says
▼ + stars: | 2024-10-30 | 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 EmailThe Fed will keep cutting rates in 2025, CIO saysIsaac Poole, chief investment officer at Oreana Financial Services, discusses the U.S. election's potential impact on the economy.

Persons: Isaac Poole Organizations: Oreana Financial Services

☆ Watch CNBC's full interview with Peter Boockvar, Stacey Sears, & Steve Liesman
▼ + stars: | 2024-10-30 | 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 EmailWatch CNBC's full interview with Peter Boockvar, Stacey Sears, & Steve LiesmanSteve Liesman, CNBC senior economics reporter; Stacey Sears, Emerald Asset Management portfolio manager; and Peter Boockvar, Bleakley Financial Group CIO, join CNBC's 'The Exchange' to discuss the case for small caps, how resilient the economy is, and more.

Persons: Peter Boockvar, Stacey Sears, Steve Liesman Steve Liesman, CNBC's Organizations: CNBC, Emerald Asset Management, Bleakley Financial

☆ Member Panel: AI for Your Bosses
▼ + stars: | 2024-10-30 | by ( ) www.cnbc.com time to read: 1 min

Nearly two years of extreme AI hype has inflated CEO expectations for how quickly their companies can reap its benefits. How can technology executives manage those expectations while continuing to encourage investments? And how do you convince your bosses that AI is being deployed effectively and safely? Guests: Amrit Jassal, Egnyte Co-Founder & CTO & Matt Olson, Burns & McDonnell CIO

Persons: Amrit Jassal, Egnyte, Matt Olson, Burns Organizations: McDonnell

☆ American Battleground: How ‘brat summer’ set up Kamala Harris’ remarkable run
▼ + stars: | 2024-10-30 | by ( Tom Foreman | ) edition.cnn.com time to read: +21 min

Chief among them, the person the outgoing president tapped to replace him on the ticket, Vice President Kamala Harris. “People understood that if you didn’t choose Kamala Harris, you’d have a big problem with your base voters,” Etienne says. He’s had plenty of women who worked for him over the years, but there was no one who looked like Kamala Harris and there was no one in a position of authority. Vice President Kamala Harris and Minnesota Gov. Elijah Nouvelage/AFP/Getty ImagesComing Thursday: How cat people are still haunting Trump’s campaign

Persons: Joe Biden, Donald Trump, Read, ” Joe Biden, CNN’s MJ Lee, Nancy Pelosi, Biden, Lee, “, ”, Pelosi, “ America’s, Evan Vucci, Trump’s, Team Trump, “ Trump, unpleasantly, Tim Alberta, NPR’s Michel Martin, Kamala Harris, “ Joe Biden’s, California’s Gavin Newsom, Michigan’s Gretchen Whitmer, J.B, Pritzker, Kentucky’s Andy Beshear, Maryland’s Wes Moore, Pennsylvania’s Josh Shapiro, Sens, Amy Klobuchar, Joe Manchin, Pete Buttigieg, Harris, ” Lee, Ashley Etienne, Barack Obama, you’d, ” Etienne, Trump, Harris ’, ‘, “ Kamala, I’ve, Ron Bieber, cheaters, Donald Trump’s, “ We’re, Kevin Mohatt, CNN’s Kristen Holmes, CNN’s Phil Mattingly, Van Jones, he’s, Rachel Scott, Vincent Alban, Obama, Hillary Clinton, Lyin, Kamala ”, Etienne, Treene, Jeff Zeleny, detests Biden, viscerally detests, He’s, Tim Walz, Ohio Sen, JD Vance, Walz, ” Vance, Vance, Brendan Smialowski, CNN’s Edward, Isaac Dovere, Beyoncé’s, Roe, Wade, smirking, Elijah Nouvelage Organizations: CNN, Guardian, White, Republican National Convention, Team, Trump, Governors, Democratic National Convention, Naval, Democratic Party, Harris, Biden, Democratic, AFL, National Association of Black Journalists, ABC, Howard University, Minnesota Gov, Marine, Army National Guard, United States Marine Corps, Ohio Republican, Arlington National Cemetery, Pentagon, Getty, Republicans, “, Fox News, ABC News Locations: Wilmington, Delaware, Atlantic, Michigan’s Gretchen Whitmer , Illinois, Minnesota, West Virginia, Michigan, Wisconsin, West Allis , Wisconsin, Trump, Jamaica, India, United States, Iraq, United States of America, Afghanistan, Philadelphia, AFP, Roe, Alabama, Atlanta

☆ U.S. economy is not slowing, T. Rowe Price says
▼ + stars: | 2024-10-29 | 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 EmailU.S. economy is not slowing, T. Rowe Price saysSebastien Page, CIO & head of global multi-asset T. Rowe Price, discusses the U.S. economic outlook ahead of the country's elections.

Persons: Rowe Price, Sebastien Page Organizations: U.S

☆ No need to be 'purely defensive' because of US election risk, says CIO
▼ + stars: | 2024-10-29 | 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 need to be 'purely defensive' because of US election risk, says CIOHartmut Issel, Head CIO Equities APAC at UBS Global Wealth Management, makes the case for investment-grade bonds and financials as strategic plays, regardless of who wins the presidency in the U.S. election race.

Persons: Hartmut Issel Organizations: UBS Global Wealth Management Locations: U.S

☆ Cash is no longer king. Here are 3 alternatives investors are trading it for, according to chief money managers.
▼ + stars: | 2024-10-29 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

Investors face diminishing returns from cash alternatives as interest rates decline. Today, cash alternatives are yielding slightly less. Specifically, those who didn't have liquidity needs but chose to sit in cash anyway missed out on a strong year for the S&P 500. If liquidity needs arise, investors may be able to sell for a profit if the Fed's cutting cycle is steeper than expected, he added. Simply put, the M2 money supply, which includes cash and cash alternatives, has skyrocketed since 2020 by over 36%, debasing the dollar.

Persons: —, Mark Malek, Siebert, Malek, David Miller, Miller, Millers Organizations: Service, Treasury, AAA, Catalyst Funds, Federal, World Gold Council, Investors Locations: Treasuries, Russia, Central

☆ Key 2025 market driver will be increase in term premium, says Neuberger Berman's Knutzen
▼ + stars: | 2024-10-29 | 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 EmailKey 2025 market driver will be increase in term premium, says Neuberger Berman's KnutzenErik Knutzen, Neuberger Berman multi-asset strategies co-CIO, joins CNBC's 'The Exchange' to discuss investing in short-term bonds, how to position ahead of the election, and more.

Persons: Neuberger Berman's Knutzen Erik Knutzen, Neuberger Berman

☆ Earnings Exchange: AMD, Visa, & Alphabet
▼ + stars: | 2024-10-29 | 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 EmailEarnings Exchange: AMD, Visa, & AlphabetTim Seymour, Seymour Asset Management CIO, joins CNBC's 'The Exchange' to discuss three stocks: AMD, Visa, and Alphabet.

Persons: Tim Seymour Organizations: AMD, Visa, Seymour, Management

☆ Trade Tracker: Kevin Simpson sells Texas Instruments and buys Oracle
▼ + stars: | 2024-10-29 | 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 EmailTrade Tracker: Kevin Simpson sells Texas Instruments and buys OracleKevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to break down his latest portfolio moves

Persons: Kevin Simpson, Oracle Kevin Simpson Organizations: Texas, Oracle, Wealth Planning

☆ Waymo will lead autonomous driving, not Tesla: Harvest's Paul Meeks
▼ + stars: | 2024-10-29 | 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 EmailWaymo will lead autonomous driving, not Tesla: Harvest's Paul MeeksPaul Meeks, Harvest Portfolio Management CIO, joins 'Squawk Box' to preview Alphabet quarterly earnings results after the bell today, what to expect from the tech giant, his thoughts on Tesla, and more.

Persons: Harvest's Paul Meeks Paul Meeks, Tesla

☆ Analysts give this Chinese tech stock 40% upside — but one CIO warns it could be a 'one trick pony'
▼ + stars: | 2024-10-28 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Chinese tech company Baidu garnered interest among investors following a 28% year-to-date drop in its share price — but one market watcher is unimpressed. For comparison, the Nasdaq Composite is up around 25.4% year-to-date, while the benchmark S & P 500 index is around 22.5% higher. According to FactSet data, of the 46 analysts covering the stock, 35 give it a "buy" or "overweight" rating, at an average price target is $125.41. BIDU YTD mountain Year-to-date shares in Baidu Among the reasons for Hsu's skepticism, is that Baidu as an internet search engine "is a one trick pony." "Baidu was riding high for a short while but ... the AI story may have sunset on Baidu and it will go back to being a one trick pony."

Persons: that's, Jason Hsu, CNBC's, Ernie Bot, Hong, Hsu —, —, Hsu, Baidu Organizations: Baidu, Rayliant Global Advisors, Nasdaq, China Equity ETF Locations: China

☆ It is 'not irrational' to see Japan markets moving higher post election results: CIO
▼ + stars: | 2024-10-28 | 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 EmailIt is 'not irrational' to see Japan markets moving higher post election results: CIOFlorian Weidinger from Santa Lucia Asset Management says to horse-trading amongst various political parties in Japan post the general election could suggest more fiscal spending and Japanese exporters will benefit from a weaker yen.

Persons: Florian Weidinger Organizations: Santa Lucia Asset Management Locations: Japan, Santa

☆ Expect more volatility coming from markets, says Dryden Pence
▼ + stars: | 2024-10-28 | 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 EmailExpect more volatility coming from markets, says Dryden PenceDryden Pence, CIO of Pence Capital Management, talks about how political uncertainty in both Japan and the U.S. will affect markets and currencies, especially the Japanese yen.

Persons: Dryden Pence Dryden Pence Organizations: Pence Capital Management Locations: Japan, U.S

☆ Busiest week of earnings season: Here's what investors can expect
▼ + stars: | 2024-10-28 | 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 EmailBusiest week of earnings season: Here's what investors can expectKara Murphy, Kestra Investment Management CIO, joins 'Squawk Box' to discuss the latest market trends, what to expect from the business week of earnings season, and more.

Persons: Kara Murphy Organizations: Kestra Investment Management

☆ Earnings playbook: Busiest week of the season includes reports from megacaps Apple and Amazon
▼ + stars: | 2024-10-27 | by ( Fred Imbert | ) www.cnbc.com time to read: +7 min

Monday Ford Motor is set to report earnings after the bell, followed by a conference call at 5 p.m. What history shows: Bespoke Investment Group data shows Ford beats earnings expectations 68% of the time. What to watch: Meta is in a good spot heading into this week's report, according to Bernstein's Mark Shmulik. Microsoft is set to report earnings after the close, with a conference call on deck for 5:30 p.m. Amazon is set to report earnings after the market close, with a conference call at 5 p.m.

Persons: Edison Yu, Yu, BioNTech, Goldman Sachs, Toshiya Hari, Hari, LSEG, Bernstein's Mark Shmulik, Morgan Stanley's Keith Weiss, AAPL, KeyBanc, Justin Post Organizations: Apple, Ford Motor . Pharmaceutical, Pfizer, Corporate America, Monday Ford, LSEG, Ford, AMD, Cloud Service, Google, Microsoft, Windows, CNBC, Management, Amazon Web Services, Bank of America, Amazon Locations: Temu, .

☆ Valuation of U.S. market reflects confidence in benign outcome for the economy: Julius Baer CIO
▼ + stars: | 2024-10-25 | 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 EmailValuation of U.S. market reflects confidence in benign outcome for the economy: Julius Baer CIOYves Bonzon, chief investment officer at Julius Baer, says the current valuation of the U.S. market reflects the high ray of confidence in a "pretty benign" outcome for the economy over the next few quarters.

Persons: Julius Baer, Yves Bonzon Locations: U.S

☆ Bond yields in general are in a 'trendless range', says Morgan Stanley’s Jim Caron
▼ + stars: | 2024-10-25 | 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 EmailBond yields in general are in a 'trendless range', says Morgan Stanley’s Jim CaronJim Caron, Morgan Stanley Investment Management cross-asset solutions CIO, joins 'Squawk Box' to discuss the recent volatility in the treasury market.

Persons: Morgan Stanley’s Jim Caron Jim Caron, Morgan Organizations: Morgan Stanley Investment Management

☆ Global institutional investors not back in Hong Kong yet: CIO
▼ + stars: | 2024-10-25 | 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 EmailGlobal institutional investors not back in Hong Kong yet: CIOQi Wang, Chief Investment Officer of UOB Kay Hian Wealth Management, says "big money" hasn't returned to Hong Kong yet, despite recent strength and new listings on the market.

Persons: Qi Wang, UOB Kay, hasn't Organizations: Global, UOB Kay Hian Wealth Management Locations: Hong Kong

☆ McKnight: Bond yields have been problematic, but it's really still about earnings
▼ + stars: | 2024-10-25 | 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 EmailMcKnight: Bond yields have been problematic, but it's really still about earningsAlan McKnight, CIO of Regions Wealth, discusses why earnings season matters more to investors right now than rising bond yields ahead of the election.

Persons: McKnight, Bond, it's, Alan McKnight Organizations: Wealth

☆ India is more of a trading market than a long-term investment story: CIO
▼ + stars: | 2024-10-25 | 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 EmailIndia is more of a trading market than a long-term investment story: CIOMark Tinker of Toscafund Hong Kong says that there has been a dislocation between the market and economy in both India and China, and that investors looking at India should expect volatility to continue.

Persons: Mark Tinker Locations: Toscafund Hong Kong, India, China

☆ Expect the market to appreciate after the election, says Sand Hill’s Brenda Vingiello
▼ + stars: | 2024-10-25 | 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 the market to appreciate after the election, says Sand Hill’s Brenda VingielloBrenda Vingiello, Sand Hill Global Advisors CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, and more.

Persons: Sand, Brenda Vingiello Brenda Vingiello Locations: Sand

☆ Tiger Grandcubs on AI: How investors Dan Sundheim and Mala Gaonkar are thinking about the space
▼ + stars: | 2024-10-25 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +4 min

D1's Dan Sundheim and SurgoCap's Mala Gaonkar spoke about investing in AI a Chicago conference. Sundheim said it won't be private companies leading this tech change for once. Gaonkar said the most promising industry for short-term AI advances is the medical technology field. Sundheim, whose portfolio has billions invested in both public and private companies, believes the best way to tap into the AI frenzy is through public companies. PitchBook notes that the firm has made 228 investments in private companies since six years ago.

Persons: Dan Sundheim, Mala Gaonkar, Sundheim, Gaonkar, —, Lone, medtech, Julian Roberston's, Elon Organizations: Service, D1 Capital Partners, Tuesday's Invest, Kids, Business, Lone Pine, SurgoCap Partners, Institutional Investor, Tiger Cub, Viking Global, Tiger, Elon Musk's SpaceX, D1 Locations: Chicago

Search resuls for: "CIO"

25 mentions found