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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 Guidestone Capital's David Spika and Contrast Capital's Ron InsanaDavid Spika, president of Guidestone Capital Management, and Ron Insana, co-CEO of Contrast Capital Partners, join 'Power Lunch' to discuss buying bonds, high-quality equity exposure and stock picking versus index buying.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors will turn attention to rate hikes on the economy, earnings and the labor market: State Street's AroniRon Insana, Contrast Capital Partners, and Mike Aroni, State Street Global Advisors, join 'Power Lunch' to discuss the markets and what the Fed could be thinking about future rate hikes.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full market discussion with Contrast Capital Partners' Ron Insana and State Street's Mike AroniRon Insana, Contrast Capital Partners, and Mike Aroni, State Street Global Advisors, join 'Power Lunch' to discuss the markets and what the Fed could be thinking about future rate hikes.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWith unemployment at 3.4%, a recession is clearly not imminent, says Edward Jones' Mona MahajanMona Mahajan, senior investment strategist at Edward Jones, and Ron Insana, co-CEO at Contrast Capital Partners, join 'Power Lunch' to discuss the latest labor market numbers, the Fed's quantitative tightening, and speculative investments making gains.
Federal Reserve Board Chairman Jerome Powell speaks during a news conference following the announcement that the Federal Reserve raised interest rates by half a percentage point, at the Federal Reserve Building in Washington, U.S., December 14, 2022. Wage inflation, of course. Economists can complain about wage inflation all they want, but a 4.4% annual gain, now decelerating, is not the bogeyman they claim it to be. The Fed's reliance on the so-called "Phillips curve," which links low unemployment to rising inflation, is an archaic construct. Lower unemployment today is hardly leading to runaway wage inflation.
Federal Reserve Board Chairman Jerome Powell holds a news conference following the announcement that the Federal Reserve raised interest rates by half a percentage point, at the Federal Reserve Building in Washington, U.S., December 14, 2022. That should be good news for the Federal Reserve, as it watches the so-called core PCE, which excludes food and energy, quite closely. Many central banks around the world are beginning to dial back on their own rate hikes of late. That's a pattern emerging among central banks who hiked first and are now more likely to stop raising rates in the relatively near future. Central banks' realization
Watch CNBC's full interview with Ron Insana and Doug Butler
  + stars: | 2023-01-27 | 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 EmailWatch CNBC's full interview with Ron Insana and Doug ButlerRon Insana, co-CEO at Contrast Capital Partners, and Doug Butler, portfolio manager and senior VP managing director with Rockland Trust, join 'Power Lunch' to discuss today's inflation numbers, central banks around the world announcing a rate hike pause, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCentral banks around the world are dialing back rate increases, says Contrast Capital's Ron InsanaRon Insana, co-CEO at Contrast Capital Partners, and Doug Butler, portfolio manager and senior VP managing director with Rockland Trust, join 'Power Lunch' to discuss today's inflation numbers, central banks around the world announcing a rate hike pause, and more.
The Fed's next move: Expectations for next rate hike decision
  + stars: | 2023-01-20 | 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's next move: Expectations for next rate hike decisionDavid Wessel, senior fellow in Economic Studies at Brookings Institutions, and Ron Insana, CNBC senior analyst, join 'Power Lunch' to discuss the Fed's battle to tame inflation and their expectations for February's meeting and solution to the tight labor market.
Watch CNBC's full interview with David Wessel and Ron Insana
  + stars: | 2023-01-20 | 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 David Wessel and Ron InsanaDavid Wessel, senior fellow in Economic Studies at Brookings Institutions, and Ron Insana, CNBC senior analyst, join 'Power Lunch' to discuss the Fed's battle to tame inflation and their expectations for February's meeting and solution to the tight labor market.
That is not a bull market yet, but it's getting there. What would it take for a real bull market to show itself? "You don't get a secular bull market in stocks until the wind is at your back," he said Friday on " Power Lunch ." "In market downtrends like this one, prices typically bottom some 10 months ahead of a bottom in earnings," Gretz explains. "In other words, wait for the trough in earnings, and you're some 10 months late to a new bull market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is now set up to step down the pace of hikes, says Janney Montgomery Scott's LuschiniRon Insana, Contrast Capital Partners, and Mark Luschini, Janney Montgomery Scott, join 'Power Lunch' to discuss inflation and whether it's slowing, as well as bank earnings and what they say about the market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full market discussion with Contrast Capital Partners' Ron Insana and Janney Montgomery Scott's Mark LuschiniRon Insana, Contrast Capital Partners, and Mark Luschini, Janney Montgomery Scott, join 'Power Lunch' to discuss inflation and whether it's slowing, as well as bank earnings and what they say about the market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full discussion with CNBC's Ron Insana and Hightower's Michael FarrRon Insana, CNBC senior analyst, and Michael Farr of Hightower Advisors join 'Power Lunch' to discuss their respective outlook for the markets in the coming year.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI think there will be a pause, then a pivot, says CNBC analyst Ron InsanaRon Insana, CNBC senior analyst, and Michael Farr of Hightower Advisors join 'Power Lunch' to discuss their respective outlook for the markets in the coming year.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNext few weeks and months could be choppy for stocks, says Wilmington Trust's ShueRon Insana, Schroders North America senior advisor, and Meghan Shue, Wilmington Trust head of investment strategy, join 'Power Lunch' to discuss each experts thoughts on equity markets in 2023, what quality means to Shue and what would force the Federal Reserve to pivot from rate hikes.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Schroder's Ron Insana and Wilmington Trust's Meghan ShueRon Insana, Schroders North America senior advisor, and Meghan Shue, Wilmington Trust head of investment strategy, join 'Power Lunch' to discuss each experts thoughts on equity markets in 2023, what quality means to Shue and what would force the Federal Reserve to pivot from rate hikes.
Certainly, Friday's inflation data, included in the personal income and spending report, showed a marked deceleration in so-called personal consumption expenditure inflation. Over the past five months, many measures of inflation have fallen more quickly than forecast, including those most closely watched by the Federal Reserve. It now risks doing too much and pushing the U.S. economy into an entirely unnecessary recession next year. That comes at a time when seasonal and historical patterns — like the presidential cycle — favor a positive stock market performance in 2023. First, as was the case in 2021, U.S. population growth was abysmal this year, rising only 0.4%, according to the U.S. Census Bureau.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Ron Insana, senior advisor to Schroders North America,Ron Insana, senior advisor to Schroders North America and CNBC's Steve Liesman join 'Power Lunch' to discuss the structural shortage of labor brought on by the pandemic, a critical review of recent Fed policy and questions around Fed credibility.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf you have a structural problem with labor, raising interest rates won't solve it, says Schroders' Ron InsanaRon Insana, senior advisor to Schroders North America, ad CNBC's Steve Liesman join 'Power Lunch' to discuss the structural shortage of labor brought on by the pandemic, a critical review of recent Fed policy, and questions around Fed credibility.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe consumer is running out of wallet but they're not running out of attitude, says Hightower's FarrRon Insana, Schroders North America senior advisor, and Michael Farr, Hightower Advisors chief market strategist, join 'Power Lunch' to discuss the details behind Friday's jobs data, how it's impacted the markets and more.
A trader watches as Federal Reserve Chair Jerome Powell speaks on a screen on the floor of the New York Stock Exchange (NYSE), November 2, 2022. Brendan McDermid | ReutersSt. Louis Federal Reserve President James Bullard suggested on Thursday that the central bank might have to raise short-term interest rates as high as 7% to ensure that inflation goes away. Once again, Bullard and other Fed officials say that the central bank cannot repeat the policy errors of the 1970s. Raising rates by up to three full percentage points from the Fed's current target range of 3.75% to 4% would ensure a very deep recession. That's the case whether its headline or core consumer prices or other measures of inflation more closely watched by the Fed.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed should be looking at forward indicators, says Schroders' Ron InsanaRon Insana, Schroders N.A. senior advisor, joins 'Power Lunch' to discuss Fed policy restrictions, the important consideration around the lag of Fed policy and why the inversion of the yield curve often signals a recession.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCrypto is one of the largest speculative bubbles I've seen in my career, says Ron InsanaRon Insana, Schroders North America senior advisor and CNBC contributor, joins 'Power Lunch' to discuss the telltale signs for FTX that would've signaled the company was on thin ice, what makes the U.S. dollar different than in quality than bitcoin and more.
Sam Bankman-Fried, co-founder and chief executive officer of FTX, in Hong Kong, China, on Tuesday, May 11, 2021. Lam Yik | Bloomberg | Getty ImagesWith a nod to Gertrude Stein, "there's no there there," in the world of cryptocurrencies. Whether it's manias in Sumerian grain markets, Dutch tulip bulbs, railroad bonds and everything from internet service providers to digital currencies, leveraged speculation is as old as markets themselves. Digital assets that don't exist in reality have been used as collateral to buy and sell other non-existent assets with a heavy dose of borrowed money. This creates a daisy chain of interlocked digital tokens that have no inherent value except what people are willing to ascribe.
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