DIRS.INFO The most relevant business & tech news

☆ Watch CNBC's full interview with JPMorgan's Meera Pandit and Trivariate's Adam Parker
▼ + stars: | 2024-03-25 | 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 EmailWatch CNBC's full interview with JPMorgan's Meera Pandit and Trivariate's Adam ParkerMeera Pandit, JPMorgan Asset Management global market strategist, and Adam Parker, Trivariate Research founder and CEO, join 'Closing Bell' to discuss their outlook on equities, whether investors are too optimistic around earnings, and more.

Persons: JPMorgan's Meera Pandit, Trivariate's Adam Parker Meera Pandit, Adam Parker Organizations: JPMorgan Asset Management, Trivariate Research

☆ Watch CNBC’s full interview with Trivariate's Adam Parker and JPMorgan's Jordan Jackson
▼ + stars: | 2024-03-18 | 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 Trivariate's Adam Parker and JPMorgan's Jordan JacksonAdam Parker, Trivariate Research CEO, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the signs of froth from emerging markets and their market outlook.

Persons: Trivariate's Adam Parker, JPMorgan's Jordan Jackson Adam Parker, Jordan Jackson Organizations: Trivariate, JPMorgan

☆ Stock futures are little changed after S&P 500 closes at new record high: Live updates
▼ + stars: | 2024-03-12 | by ( Jesse Pound | ) www.cnbc.com time to read: +1 min

Stock futures were calm on Tuesday evening after Wall Street saw the S&P 500 close at a fresh high. Futures tied to the Dow Jones Industrial Average dipped 30 points, or less than 0.1%. S&P 500 futures and Nasdaq 100 futures also slipped by less than 0.1%. The move in futures comes after a rally for stocks on Tuesday that saw the S&P 500 and Nasdaq Composite each gain more than 1%. The bull market for stocks has shown signs of broadening out in recent weeks, but chipmaker Nvidia still remains a key bellwether.

Persons: Gabriela Santos Organizations: Dow Jones, Nasdaq, Federal Reserve, Asset Management, Nvidia

☆ The market is finally aligned with the Fed, says JPMorgan's Gabriela Santos
▼ + stars: | 2024-03-12 | 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 market is finally aligned with the Fed, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief market strategist, joins 'Closing Bell' to discuss her Fed outlook and the market rebound.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ Watch CNBC’s full interview with JPMorgan's Gabriela Santos and Truist's Keith Lerner
▼ + stars: | 2024-03-12 | 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 JPMorgan's Gabriela Santos and Truist's Keith LernerGabriela Santos, JPMorgan Asset Management chief market strategist, and Keith Lerner, Truist, join 'Closing Bell' to discuss their Fed outlook and the market rebound.

Persons: JPMorgan's Gabriela Santos, Truist's Keith Lerner Gabriela Santos, Keith Lerner, Truist Organizations: JPMorgan Asset Management

☆ It's much more digestible to be in a 'high for longer' environment, says JPMorgan's Gabriela Santos
▼ + stars: | 2024-03-06 | 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 EmailIt's much more digestible to be in a 'high for longer' environment, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief markets strategist for the Americas, joins 'Squawk Box' to discuss the latest market trends, what to expect from Fed Chair Powell's testimony on Capitol Hill today, state of the economy, the Fed's interest rate outlook, and more.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management, Capitol

☆ No, Michelle Obama isn't going to swoop in and replace Joe Biden
▼ + stars: | 2024-03-06 | by ( Kwan Wei Kevin Tan | ) www.businessinsider.com time to read: +3 min

Michelle Obama isn't running for president in 2024. The former first lady's office says she's backing Joe Biden and Kamala Harris' reelection campaign. On Tuesday, the former first lady's office told NBC that "she will not be running for president." "Mrs. Obama supports President Joe Biden and Vice President Kamala Harris' reelection campaign," said Obama's communications director, Crystal Carson. In 2019, Obama told The National there was "zero chance" of her running.

Persons: Michelle Obama, Joe Biden, Kamala Harris, Biden, —, Obama, Crystal Carson, Michael Cembalest, Cembalest, hasn't, Gavin Newsom, It's, Donald Trump, Nikki Haley, Trump, Jay Shetty Organizations: Democratic, Service, White, NBC, JPMorgan Asset Management, Democratic National Committee, Super, MSNBC, California Gov, GOP Locations: Washington and Vermont

☆ The whole world is reaching all-time highs. Here’s what’s driving it
▼ + stars: | 2024-02-27 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +8 min

On the surface, it may seem simple — global stocks are rallying, so there must be one universal driver, right? When this happens, the yen should strengthen and improve shareholder value in Japanese stocks, Arone said. "All of that gives you the ingredients you need to push stocks higher — not only U.S. stocks, but global stocks — in the next 12 months or so," he said. "I think that international stocks — Japan, Europe — have more room to go. Similar to Kelly, Kleintop recommended a more broad-based approach to playing this global rally.

Persons: It's, Charles Schwab's, Jeffrey Kleintop, they've, David Kelly, Michael Arone, Kelly, Arone, —, Kleintop, Fred Imbert Organizations: U.S, Dow Jones, Nasdaq, Nikkei, CNBC, Nvidia, Asset Management, Federal Reserve, European Central Bank and Bank of England, Bank of Japan, Tokyo Stock Exchange, State, — Locations: United States, U.S, Europe, Japan, Korea, China, Asia, America, Eastern Europe, — Japan

☆ Trump warns the market will crash if he loses. Investors just laugh
▼ + stars: | 2024-02-27 | by ( Matt Egan | ) edition.cnn.com time to read: +7 min

New York CNN —Former President Donald Trump is once again warning the stock market is doomed unless voters return him to the White House. He went on to say a loss for him would spark “the largest stock market crash we’ve ever had.”But there is no evidence to support that claim. “This is just an encore presentation of what he said last time,” said Art Hogan, chief market strategist at B. Riley Financial. In fact, the stock market has generated higher annual returns when Democrats are in power. It’s true that Trump’s surprise victory in November 2016 helped spark an impressive rally in the stock market as investors bet on deregulation, tax cuts and infrastructure.

Persons: Donald Trump, Trump, you’re, ” Trump, ”, Brian Gardner, “ There’s, ” David Kelly, “, Kelly, Joe Biden, Biden, Hogan, ” Sam Stovall, he’s, “ It’s, Dow, ” Kelly, Gardner, James Singer, CNN it’s “, ” Singer, Jerome Powell —, Powell, Jerome Powell, Greg Valliere, Trump’s Organizations: New, New York CNN, CNN, White, Trump, Asset Management, Dow, Riley, CFRA Research, GOP, “, Nasdaq, Federal Reserve, JPMorgan, Biden, Republicans, Democrat, Research, —, Republican, AGF Investments Locations: New York, Washington, Trump, China

☆ The consumer is bending but not breaking, says JPMorgan's Jordan Jackson
▼ + 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 EmailThe consumer is bending but not breaking, says JPMorgan's Jordan JacksonCameron Dawson, NewEdge Wealth and Jordan Jackson, JPMorgan Asset Management, join 'Closing Bell' to discuss their market playbooks for the next leg higher.

Persons: JPMorgan's Jordan Jackson Cameron Dawson, Jordan Jackson Organizations: JPMorgan Asset Management

☆ It's going to be 'two steps forward, one step back' with inflation, says JPMorgan's Meera Pandit
▼ + stars: | 2024-02-15 | 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's going to be 'two steps forward, one step back' with inflation, says JPMorgan's Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, rate path outlook, and more.

Persons: JPMorgan's Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management

☆ JPMorgan's Phil Camporeale: Prepare for a soft landing
▼ + stars: | 2024-02-15 | 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 EmailJPMorgan's Phil Camporeale: Prepare for a soft landingPhil Camporeale, JPMorgan Asset Management portfolio manager, joins 'Money Movers' to discuss the portfolio manager's constructive stance toward equities, which sectors Camporeale is overweight in, and much more.

Persons: Phil Camporeale Organizations: JPMorgan, Management

☆ Treating China as ‘un-investable’ would be ‘wide of the mark,’ JPMorgan strategist says
▼ + stars: | 2024-02-13 | by ( Sophie Kiderlin | In | ) www.cnbc.com time to read: +1 min

"I don't think you can treat the world's second-largest economy as either an alternative investment or un-investable, that would be wide of the mark," Bilton said. Uncertainty around monetary policy and a shrinking labor force are further causes for concern, Bilton noted. Some analysts saw this as potential dovish policy shift from the PBOC, which has appeared reluctant to take measures that could boost the struggling economy. Financial bodies including the International Monetary Fund have called for further monetary policy reforms since then. IMF Managing Director Kristalina Georgieva told CNBC this week that China had been advised to make use of more of its available fiscal and monetary policy space.

Persons: Raul Ariano, John Bilton, CNBC's, Bilton, Kristalina Georgieva Organizations: Bloomberg, Getty, JPMorgan Asset Management, People's Bank of, International Monetary Fund, IMF, CNBC Locations: Yuyuan, Shanghai, China, People's Bank of China

☆ JPMorgan's David Kelly: We don't see inflation reigniting
▼ + stars: | 2024-02-09 | 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 EmailJPMorgan's David Kelly: We don't see inflation reignitingDavid Kelly, JPMorgan Asset Management chief global strategist, joins 'Squawk on the Street' to discuss the S&P 500 reaching the $5,000 mark, whether this earnings season says something about equities, and more.

Persons: JPMorgan's David Kelly, David Kelly Organizations: JPMorgan Asset Management

☆ It's still too early to be in small caps and regionals, says JPMorgan's Gabriela Santos
▼ + stars: | 2024-02-05 | 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 EmailIt's still too early to be in small caps and regionals, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management, joins 'Closing Bell' to discuss her rate cut expectations and possible cracks in the rally.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ The Fed doesn't need to be in a rush to cut rates, JPMorgan Asset Management says
▼ + stars: | 2024-02-05 | 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 EmailThe Fed doesn't need to be in a rush to cut rates, JPMorgan Asset Management saysJonathan Liang, Asia ex-Japan head of fixed income investment specialists at JPMorgan Asset Management, says that's "because the economy is so robust. Why risk … causing inflation to reaccelerate?"

Persons: Jonathan Liang Organizations: JPMorgan Asset Management, Asset Management Locations: Asia, Japan

☆ The market tends to underestimate the size of rate cuts in an easing cycle: JPMorgan's Kelsey Berro
▼ + stars: | 2024-02-01 | 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 EmailThe market tends to underestimate the size of rate cuts in an easing cycle: JPMorgan's Kelsey BerroKelsey Berro, JPMorgan Asset Management fixed income portfolio manager, joins 'Squawk Box' to discuss the Fed's interest rate decision, rate path outlook, impact on the fixed income market, and more.

Persons: Kelsey Berro Kelsey Berro Organizations: JPMorgan, Management

☆ Fed cuts come down to the labor market, says Morgan Stanley’s Jim Caron
▼ + stars: | 2024-01-31 | 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 cuts come down to the labor market, says Morgan Stanley’s Jim CaronDavid Kelly, JPMorgan Asset Management chief global strategist, Kristen Bitterly, Citi Global Wealth Management head of North America investments, and Jim Caron, head of Macro Strategies for Global Fixed Income at Morgan Stanley, join 'Power Lunch' to discuss the Fed decision to keep rates unchanged.

Persons: Morgan Stanley’s Jim Caron David Kelly, Kristen, Jim Caron, Morgan Stanley Organizations: Fed, JPMorgan Asset Management, Citi Global Wealth Management Locations: North America

☆ The hedging property of Treasury bonds is here, says JPMorgan Asset Management’s Priya Misra
▼ + stars: | 2024-01-30 | 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 hedging property of Treasury bonds is here, says JPMorgan Asset Management’s Priya MisraPriya Misra, JPMorgan Asset Management fixed income portfolio manager, joins 'Squawk Box' to discuss the latest market trends, why she believes there's still a 25-30% chance or a hard landing, the Fed's rate path outlook, and more.

Persons: Priya Misra Priya Misra, there's Organizations: JPMorgan, Management

☆ Watch CNBC’s full interview with Alger's Ankur Crawford and JPMorgan's Meera Pandit
▼ + stars: | 2024-01-30 | 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 Alger's Ankur Crawford and JPMorgan's Meera PanditAnkur Crawford, Alger EVP and Meera Pandit, JPMorgan Asset Management, join 'Closing Bell' to discuss markets, Microsoft ahead of its earnings and their tech playbooks.

Persons: Alger's Ankur Crawford, JPMorgan's Meera Pandit Ankur Crawford, Meera Pandit Organizations: JPMorgan Asset Management, Microsoft Locations: Alger

☆ Investors can expect the Fed to begin rate cuts mid-year, says JPMorgan's Gabriela Santos
▼ + stars: | 2024-01-22 | 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 can expect the Fed to begin rate cuts mid-year, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management chief markets strategist for the Americas, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate path outlook, and more.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ 'A lot of ifs and leaps of faith': 7 investment chiefs and strategists break down earnings trends in what may be a make-or-break Q4, and 3 sectors to watch
▼ + stars: | 2024-01-19 | by ( James Faris | ) www.businessinsider.com time to read: +9 min

Markets are closely monitoring Q4 earnings results, which began rolling out in mid-January, since they give much-needed clarity on the prior year while setting the tone for the year ahead. AdvertisementWhat to expect during the Q4 earnings seasonEarnings seasons often bring surprises, but there are also bankable bets. But we're going to be driven more by the macro, if we're excluding these mega-cap tech stocks." 3 sectors with boom-or-bust potentialWhile the strategists Business Insider spoke with didn't provide investing recommendations, several shared which sectors they're watching in Q4. Bianco believes the tech sector's earnings will rise over 20% this year.

Persons: —, Matt Stucky, Stucky, David Kelly, UBS Josh Jamner, That's, Jamner, Carol Schleif, Schleif, there's, Anthony Saglimbene, David Bianco, Saglimbene, Bianco, Brad Klapmeyer, Klapmeyer, " Bianco, Ameriprise's Saglimbene, BMO's Schleif, Indrani De, De, she's, he'd, that's Organizations: Service, Business, Northwestern Mutual Wealth Management, Asset Management, UBS, ClearBridge Investments, BMO Family Office, DWS, Macquarie Asset Management, FTSE Russell Locations: Americas

☆ JPMorgan's Phil Camporeale on markets: Too many rate cuts priced in for 2024
▼ + stars: | 2024-01-17 | 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 EmailJPMorgan's Phil Camporeale on markets: Too many rate cuts priced in for 2024Phil Camporeale, JPMorgan Asset Management multi-asset portfolio manager, joins 'Money Movers' to discuss Wall Street's response to the latest economic data and its impact on the Federal Reserve, where the portfolio manager sees value, and more.

Persons: Phil Camporeale Organizations: JPMorgan Asset Management, Federal Reserve

☆ The new investment chief at $290 billion BNY Mellon Wealth Management makes the case for her 5 favorite investments while US stocks struggle to break through record highs
▼ + stars: | 2024-01-14 | by ( James Faris | ) www.businessinsider.com time to read: +9 min

BNY Mellon Wealth Management's chief investment officer explained why stocks have limited upside. Sinead Colton Grant has hit the ground running in her new role as the chief investment officer at BNY Mellon Wealth Management. What to expect in the economy this yearThe theme of BNY Mellon Wealth Management's 2024 outlook report is "a healthy slowdown." However, Colton Grant acknowledged that there are serious discrepancies between how high- and low-income households experience the economy. 5 top places to invest nowBNY Mellon Wealth Management may be neutral on equities broadly, but it has a bullish overweight rating on US stocks.

Persons: Sinead Colton Grant, BNY, she's, BNY Mellon, Colton Grant, David Kelly, Colton, Kelly, Colton Grant's Organizations: BNY Mellon Wealth, BNY Mellon Wealth Management, BNY Mellon, BNY, JPMorgan Asset Management, Business, Mellon Wealth Management, Federal Reserve, Mellon, Management, Asset Management, BMO Capital Markets Locations: BlackRock, Invesco

☆ 5 charts that explain why stocks took off last year
▼ + stars: | 2024-01-12 | by ( Krystal Hur | ) edition.cnn.com time to read: +4 min

Stocks ended on a high note last year, but were tested by the Federal Reserve’s interest rate hikes, banking turmoil, debt ceiling worries and war in the Middle East. Many early-year consensus predictions about what 2023 would bring — including a recession and several rate cuts — didn’t pan out. CNN spoke with five investors about the biggest lessons they learned and how they’ve helped shape their 2024 outlooks. Fundamentals have to start matteringThe S&P 500 index gained 24% last year despite an earnings recession, often defined as at least two straight quarters of corporate profit losses. Fourth-quarter earnings, which kick off on Friday with results from big banks, are expected to grow about 1% in the fourth quarter of 2023.

Persons: Stocks, they’ve, Taylor Swift, Beyoncé, David Kelly, ”, Kelly, Yung, Yu Ma, Don’t, George Cipolloni, Wall, Leslie Thompson, don’t, Thompson, she’s eyeing, FactSet, “, Amanda Agati Organizations: New, New York CNN —, CNN, Asset Management, Treasury, BMO Wealth Management, Penn Mutual Asset Management, Fed, Spectrum Wealth Management, Nvidia, Microsoft, Apple, Companies, PNC Asset Management Locations: New York

Search resuls for: "JPMorgan Asset Management"

25 mentions found