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Search resuls for: "Richard Bernstein"


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☆ Pull plug on big tech? Top investor Dan Suzuki warns nasdaq 100 bubble will resume deflating in Q2
  + stars: | 2023-03-30 | by ( Melissa Lee | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPull plug on big tech? Top investor Dan Suzuki warns nasdaq 100 bubble will resume deflating in Q2Dan Suzuki, Richard Bernstein Advisors Deputy Chief Investment Officer, joins 'Fast Money' to discuss the risk to tech and the Nasdaq with CNBC's Sara Eisen and the Fast Money traders.
☆ A key indicator says a recession is guaranteed in 2023 — and Bill Ackman, Nouriel Roubini, and others are warning of trouble ahead
  + stars: | 2023-03-24 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
From the central bank's latest rate hike to new developments in the ongoing bank crisis, a lot has happened in my absence. And all the while, Jerome Powell's favorite bond-market indicator is quietly telling us that a recession is all but guaranteed this year. Talk of basis points, yield spreads, and other market jargon is obscuring the key message here: Markets think a recession is guaranteed in 2023. How much credence as a recession signal do you give the bond market indicator? He said the current bank crisis isn't a redux of that era, or even of 2008.
☆ The Fed dilemma right now is whether to fight or fuel inflation, says Richard Bernstein
  + stars: | 2023-03-16 | 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 dilemma right now is whether to fight or fuel inflation, says Richard BernsteinRichard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, joins 'Power Lunch' to discuss forces that drive valuations, the growing speculation bubble and what stocks work in the current economic environment.
☆ Making sense of the market's reaction to Powell's Senate testimony
  + stars: | 2023-03-07 | by ( Melissa Lee | ) 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 EmailMaking sense of the market's reaction to Powell's Senate testimonyMichael Contopoulos, Richard Bernstein Advisors director of fixed income, discusses Powell's Senate testimony today. With CNBC's Melissa Lee and the Fast Money traders, Karen Finerman, Steve Grasso, Guy Adami and Bonawyn Eison.
☆ Watch CNBC's full interview with Richard Bernstein Advisors' Dan Suzuki
  + stars: | 2023-03-03 | 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 EmailWatch CNBC's full interview with Richard Bernstein Advisors' Dan SuzukiDan Suzuki, deputy CIO and chairman of the investment committee at Richard Bernstein Advisors, and CNBC's Dom Chu join 'The Exchange' to discuss today's market activity, bubbles in the equity market and fundamental market drivers.
☆ Future market leaders are in international, small cap and value stocks, says Richard Bernstein's Dan Suzuki
  + stars: | 2023-03-03 | 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 EmailFuture market leaders are in international, small cap and value stocks, says Richard Bernstein's Dan SuzukiDan Suzuki, the deputy CIO and chairman of the investment committee at Richard Bernstein Advisors, and CNBC's Dom Chu join 'The Exchange' to discuss today's market activity, bubbles in the equity market and fundamental market drivers.
☆ The Fed's going to have to come down hard on consumer demand to tame inflation
  + stars: | 2023-02-28 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
But remember, a strong consumer means high demand, which helps inflation stick around. Higher-for-longer rate hikes don't bode well for the stock market. In JPMorgan's view, the stock market has yet to come to terms with that possibility. (It's worth noting that just a couple months ago, markets were expecting interest rate cuts by late 2023.) The stock market bubble has burst and those betting on a rebound are in denial, according to Richard Bernstein Advisors.
☆ Stock market this year may defy March's usual history of positive gains
  + stars: | 2023-02-28 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +5 min
March is most often a positive month for the stock market, but this year it may bring more of the same turbulence that rattled investors in February. March is the fifth-best month for the S & P 500, according to CFRA data going back to 1945. 'Rockier' than thought "I think it's going to be rockier than people think," said Richard Bernstein, CEO of Richard Bernstein Advisors. "From our perspective, I think investors should be positioned that inflation is going to be tougher for the Fed to fight than people think," he said. "In the second half of the year, investors are going to come to grips with weakening earnings," said Bernstein.
☆ The stock market bubble has burst and investors betting on a rally are in denial, investment manager says
  + stars: | 2023-02-27 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +2 min
The speculative era in stocks is over, and investors are in denial over the burst of the pandemic stock market bubble, Richard Bernstein Advisors said. The investment firm said liquidity in the market was shrinking faster than in 2000 and 2008, when the dot-com and the housing bubbles burst. Investors buying into the current rally are ignoring changing market conditions, the firm warned. "The stock market rally so far this year seems based largely on speculation rather than fundamentals," the investment management firm said note on Monday. "The speculative rally so far this year seems a perfect example of investors' denial of a changing economy," RBA warned.
☆ Watch CNBC's full interview with Richard Bernstein
  + stars: | 2023-02-09 | 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 EmailWatch CNBC's full interview with Richard BernsteinRichard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, joins 'Power Lunch' to discuss global liquidity contractions, international investment opportunities and the sector effect of non-US investing.
☆ We have global liquidity contracting and that's not good for speculation, warns Richard Bernstein
  + stars: | 2023-02-09 | 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 EmailWe have global liquidity contracting and that's not good for speculation, warns Richard BernsteinRichard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, joins 'Power Lunch' to discuss global liquidity contractions, international investment opportunities and the sector effect of non-U.S. investing.
☆ Watch CNBC's full interview with Dan Suzuki and Barry Bannister
  + stars: | 2023-02-06 | 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 EmailWatch CNBC's full interview with Dan Suzuki and Barry BannisterDan Suzuki, deputy CIO at Richard Bernstein Advisors, and Barry Bannister, chief equity strategist at Stifel, join 'Squawk on the Street' to discuss their thoughts on a recession, the dollar index inching higher, and more.
☆ Investors have tough choices now with yields for money market funds on the rise
  + stars: | 2023-02-05 | by ( Anna Gleason | ) www.cnbc.com   time to read: +1 min
The " Fast Money " traders are looking to capitalize on the rising yields in money market funds and dividend-paying stocks. The largest taxable money market funds, as ranked on Crane Data's 100 list, are yielding an average 4.18% as of Feb. 2 — returns not seen since the financial crisis. Money market funds jumped to an all-time record $4.82 trillion in total assets the week ended Feb. 1, according to the Investment Company Institute. Higher-return dividend payers, which carry more risk, may be an option for investors looking for safety right now, too. "I won't hold it against them, however, if they do have a great dividend," Finerman added.
☆ Morningstar: These 10 top stocks have strong cash flow, smart management teams, and are trading way below fair market value — making them the perfect investments to add to your portfolio as the chance
  + stars: | 2023-02-05 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +3 min
Here are Morningstar's top 10 stock picks that are trading as much as 35% below fair market value. 2023 has barely begun, but the stock market is already off to the races. But the ongoing market rally has revealed investors' newfound optimism around peaking inflation, China's reopening, and hopes for a dovish Federal Reserve pivot sometime this year. Still, the question remains: is this finally the bull market rally investors have been waiting for, or is it doomed to eventually collapse? The full list of 10 stocks is below, along with each firm's ticker, industry, market capitalization, and current price-to-fair value ratio.
☆ Tech is a good place to look for investors with a long-term horizon, says Defiance ETFs CEO
  + stars: | 2023-01-30 | 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 EmailTech is a good place to look for investors with a long-term horizon, says Defiance ETFs CEOSylvia Jablonski, Defiance ETFs CEO, and Mike Contopoulos, RMichael Contopoulos, director of fixed Income at Richard Bernstein Advisors, join 'Squawk Box' to discuss whether the U.S. economy will avoid a recession, what got priced in going into the new year, and more.
☆ Morningstar: Buy these 10 cheap, high-quality stocks that pay a healthy dividend to help offset stock market losses and slowing economic growth
  + stars: | 2023-01-24 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +3 min
Dividend stocks may take center stage during rough economic conditions in 2023. Morningstar's Dave Sekera recently listed 10 cheap, high-quality dividend-paying stocks to buy now. As equity valuations slumped into an official bear market last year, high-quality dividend-paying stocks took center stage to rise above their more speculative peers. According to Morningstar chief US market strategist Dave Sekera, it's no coincidence that dividend stocks stole the show in 2022. 10 high-quality dividend payersIn the video, Sekera identified 10 high-quality stocks that are currently trading below their fair values, have high upside potential, and have a "relatively decent or healthy" dividend yield payout.
☆ The stock market is in the green so far this year, but don't buy into the bullish hype just yet. A UBS investing chief explains why the rally could be a 'head fake' — and why it's still critical for i
  + stars: | 2023-01-21 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +5 min
UBS's Mark Haefele says there's a strong possibility the January market rally is a "head fake." But the rally has sputtered to a halt after US stocks sold off this week to erase half the gains they've made in 2023. "But it remains possible that the rally is a 'head fake,' and that economic data will ultimately disappoint." This may be due in part to a strong labor market keeping wage growth robust. And despite energy's astonishing rally last year, Haefele still believes that there's still room to go for the sector.
☆ Watch CNBC's full interview with Richard Bernstein on Friday's market action
  + 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 Richard Bernstein on Friday's market actionRichard Bernstein, of Richard Bernstein Advisors, joins 'Closing Bell' to discuss today's market activity, Q4 earnings takeaways, and how to interpret 2023 market activity.
☆ The CIO of a $14.6 billion firm explains why hunting for bargain stocks now could hurt investors in the long run as yesterday's market leaders like tech are overtaken by new companies — and shares whe
  + stars: | 2023-01-19 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +6 min
RBA's Dan Suzuki believes that bargain hunting for cheap stocks now may be an investing fallacy. Instead, investors should be focused on identifying tomorrow's market leaders. "That's the worst possible combination of macro factors for markets, so we're still pretty cautious in the outlook." He also listed examples of other real assets such as energy, manufacturing, and transportation infrastructure that require significant modernization. Playing offense in 2023Aside from high-quality defensive stocks, Suzuki also sees a few areas with attractive opportunities to play offense in this year.
☆ Buyer beware: Dan Suzuki warns against chasing 'bargain' tech stocks
  + stars: | 2023-01-18 | by ( Melissa Lee | ) 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 EmailBuyer beware: Dan Suzuki warns against chasing 'bargain' tech stocksRichard Bernstein Advisors' Dan Suzuki on why investors should chase bargains in technology. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Karen Finerman, Dan Nathan and Guy Adami.
☆ Long-term bonds look attractive and we expect healthy returns there, says Bernstein's Michael Contopoulos
  + stars: | 2022-12-12 | 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 EmailLong-term bonds look attractive and we expect healthy returns there, says Bernstein's Michael ContopoulosMichael Contopoulos, director of fixed Income at Richard Bernstein Advisors, joins CNBC's "Squawk Box" to discuss his outlook on upcoming inflation data and the Fed's ongoing fight against inflation.
☆ There's more pain ahead for tech, warns Bernstein's Dan Suzuki
  + stars: | 2022-11-22 | by ( Melissa Lee | ) 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 EmailThere's more pain ahead for tech, warns Bernstein's Dan SuzukiDan Suzuki, Richard Bernstein Advisors deputy-CIO on what's next for the markets and tech. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Bonawyn Eison, Dan Nathan and Guy Adami.
☆ Markets are watching for more clues on Fed hikes and the economy in the week ahead
  + stars: | 2022-11-18 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +7 min
Investors may be a bit more cautious in the week ahead, with stocks seeking direction in quiet trading and the bond market's warnings about recession getting louder. "That's going to cause its own pressure on markets because markets never look through a profit recession." In the past week, Fed officials maintained their tough tone and some even sounded more hawkish. A rallying stock market is a sign of looser financial conditions. "The stock market is complicating the Fed's objective," said Lyngen.
☆ Investors should focus on higher quality stocks, says Charles Schwab's Jeffrey Kleintop
  + stars: | 2022-11-14 | 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 focus on higher quality stocks, says Charles Schwab's Jeffrey KleintopDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, and Jeffrey Kleintop, Charles Schwab chief global investment strategist, join 'Squawk on the Street' to discuss S&P's best week since June, tech sector gains, and crypto edging higher after bitcoin's worse week since June.
☆ Watch CNBC's full interview with Richard Bernstein Advisors' Dan Suzuki and Charles Schwab's Jeffrey Kleintop
  + stars: | 2022-11-14 | 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 Richard Bernstein Advisors' Dan Suzuki and Charles Schwab's Jeffrey KleintopDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, and Jeffrey Kleintop, Charles Schwab chief global investment strategist, join 'Squawk on the Street' to discuss S&P's best week since June, tech sector gains, and crypto edging higher after bitcoin's worse week since June.
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