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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 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 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
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
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
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
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
But there is a bigger, less-flashy counterpart to the equity market: the bond market. At the heart of the fixed income space lies U.S. Treasurys, one of the safest investments in the world. "We have not paid attention to the Treasury market because it was a market for foreigners or for the Fed," said Priya Misra, fixed income portfolio manager at J.P. Morgan Asset Management. "What we're observing is that [the new buyers] are a lot more price sensitive," said Anders Persson, global fixed income chief investment officer at Nuveen. Watch the video above to find out more about why major buyers are fleeing the U.S. Treasury market, the impact on yields and the economy at large, and how investors can best navigate the market going forward.
Persons: Priya Misra, Anders Persson, They're Organizations: Treasury, Morgan Asset Management, U.S, Federal Reserve, U.S . Treasury Locations: U.S, China, Japan
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
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
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
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
"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
Strategist discusses the outlook for China markets and economy
  + stars: | 2024-02-07 | 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 EmailConfidence boost needed among China's potential homebuyers and entrepreneurs: StrategistTai Hui, Asia-Pacific chief market strategist at J.P. Morgan Asset Management, says that's what required for the country's economy to "recover on a stronger footing."
Persons: Tai Hui Organizations: Morgan Asset Management Locations: Asia, Pacific
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
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
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
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
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
Read previewThe nation's central bank is gearing up to make its first big decision of 2024 — and while it likely won't be the interest rate cut many Americans are hoping for, it's set to bring them closer to that relief. The Fed hinted at how many interest rate cuts Americans can expect this year in its December Summary of Economic Projections. New labor market data out this Friday will show how employment looked at the start of 2024, and some labor market experts already think 2024 will see a cooler job market . That continuing strength in the labor market does represent a slowdown from the hot post-pandemic recovery in 2022. "The Fed has already signaled its willingness to cut rates, and the market has responded accordingly," the lawmakers wrote.
Persons: , it's, Jerome Powell, Powell, Nick Bunker, would've, Greg McBride, David Kelly, Kelly, Elizabeth Warren, John Hickenlooper, Jacky Rosen, Sheldon Whitehouse Organizations: Service, Business, Federal, Federal Reserve, Spelman College, Labor Statistics, Fed, North America, Morgan Asset Management, Democratic Locations: Sens
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
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
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
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
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