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☆ Oil prices rise on concerns of lower supply, signs of U.S. economic growth
▼ + stars: | 2024-04-04 | by ( ) www.cnbc.com time to read: +1 min

Oil prices rose in early Asian trade on Thursday on concerns of lower supply as major producers are keeping output cuts in place and on signs of stronger economic growth in the U.S., the world's biggest oil consumer. Brent futures for June rose 15 cents, or 0.2%, to settle at $89.51 a barrel at 0037 GMT. U.S. West Texas Intermediate (WTI) futures for May rose 15 cents, or 0.2%, to $85.59 a barrel. The comments were positive for oil because they indicated solid U.S. economic growth, said Rob Haworth, senior investment strategist for U.S. Bank's asset management group. In the Middle East, Iran has vowed revenge against Israel for an attack on Monday that killed high-ranking Iranian military personnel.

Persons: Brent, Jerome Powell, Rob Haworth, Israel Organizations: . West Texas, Oil, Organization of Petroleum, oversupply Locations: Los Angeles , California, U.S, Israel, Gaza, Iran, Russia, East

☆ As the Dow nears 40,000, here's what experts say you should do to prepare for a potential pullback
▼ + stars: | 2024-04-03 | by ( Lorie Konish | ) www.cnbc.com time to read: +4 min

Spencer Platt | Getty ImagesThe stock market could hit a milestone if the Dow Jones Industrial Average reaches 40,000. However, even as stocks have climbed higher, investors are worried there could be a pullback, financial advisors say. For investors who have gravitated toward cash, certificates of deposit, or bonds, a pullback may be an opportunity to deploy those funds in the market, Kourkafas said. "The stock market is a long-term investment," said Jenkin, who is also a member of CNBC's Financial Advisor Council. That may be done through a fund that reflects global market capitalization, such as the Vanguard Total World Stock ETF.

Persons: Spencer Platt, They're, Christine Benz, Angelo Kourkafas, Edward Jones, Kourkafas, it's, Ted Jenkin, Jenkin, Joe Biden, Donald Trump —, Louis Barajas, Barajas, Morningstar's Benz, Benz Organizations: New York Stock Exchange, Getty, Dow Jones, CNBC, Morningstar, CNBC's, Council, Investors, International Private Wealth, CNBC FA Council Locations: New York City, Atlanta, Irvine , California, U.S

☆ Wall Street could be in for another good quarter after an exuberant start to the year, history shows
▼ + stars: | 2024-03-28 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

Wall Street could be in for another solid quarter as stocks have embarked on a strong start to the year. Specifically, in the second quarter, the S & P 500 was higher 9 out of 11 times, averaging a 2.7% gain. Significantly, two occurrences of those 10% first-quarter gains Detrick reviewed took place during election years, with the S & P 500 ending higher on the year. In 1976, the S & P 500 went on to register a 1.5% increase in the second quarter, and a 4.6% jump for the rest of the year. The Wall Street firm maintained its year-end S & P 500 target of 5,050, representing a 3.8% slide from Wednesday's close.

Persons: Ryan Detrick, We've, there'd, Detrick, CNBC's, Research's Sam Stovall, Stovall, Piper Sandler, Craig Johnson, Brian Nick, Nick, John Stoltzfus, Ayako Yoshioka, Yoshioka, CFRA's Stovall, FactSet Organizations: Nvidia, VanEck Semiconductor, Dow Jones, Carson Group, Macro, PMI, Manufacturing, ADP, Survey, Services PMI, Weston Holdings, Conagra Brands, Consumer Credit Locations: U.S

☆ Here's why Edward Jones' Mona Mahajan is closely watching April CPI data
▼ + stars: | 2024-03-27 | 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 EmailHere's why Edward Jones' Mona Mahajan is closely watching April CPI dataMona Mahajan, Edward Jones principal and senior investment strategist, joins 'Squawk on the Street' to discuss whether it's too late to get excited about the rally in equities, how much Federal Reserve moves are priced into markets, and more.

Persons: Edward Jones, Mona Mahajan, it's Organizations: Reserve

☆ Premarket stocks: Warren Buffett’s favorite indicator is flashing red
▼ + stars: | 2024-03-27 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +7 min

New York CNN —The “Buffett Indicator” is flashing red. If the stock market is growing a lot faster than the economy, that could be a sign of a bubble. Yes, but: The so-called Buffett Indicator is not without flaw. By the closing bell, Trump Media ended at $57.99, up by a more modest 16% on the day. He said Trump Media is likely worth somewhere around $2 a share — nowhere near its closing stock price of $58.

Persons: Warren Buffett, Fortune Magazine “, Berkshire Hathaway, John Hussman, Hussman, Larry Summers, “, ”, Louis Navellier, Goldman Sachs, Navellier, doesn’t, Buffett, they’re, Jamie Dimon, Kevin Gordon, Charles Schwab, Elisabeth Buchwald, Donald Trump’s, CNN’s Matt Egan, Jay Ritter, Ritter Organizations: CNN Business, Bell, New York CNN, Fortune Magazine, Nvidia, Federal Reserve, Bloomberg, Navellier, Associates, “, JPMorgan, CNBC, CNN, Visa, Mastercard, Court, Eastern, of, National Retail Federation, Trading, Trump Media & Technology Group, Trump Media, University of Florida’s Warrington College of Business, GameStop, AMC Locations: New York, of New York

☆ China's BYD has 'superior manufacturing and vertical integration,' strategist says
▼ + stars: | 2024-03-27 | 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 EmailChina's BYD has 'superior manufacturing and vertical integration,' strategist saysAnthony Sassine, director and senior investment strategist at KraneShares, discusses the Chinese electric vehicle maker's earnings.

Persons: Anthony Sassine

☆ Asset manager says small-cap benchmark Russell 2000 is a 'screaming buy'
▼ + stars: | 2024-03-26 | 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 EmailAsset manager says small-cap benchmark Russell 2000 is a 'screaming buy'John Plassard, senior investment specialist at Mirabaud Group, says markets could go higher even if the Fed doesn’t cut interest rates this year and describes the small-cap benchmark Russell 2000 as a “screaming buy.”

Persons: John Plassard Organizations: Mirabaud, Russell

☆ 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal
▼ + stars: | 2024-03-16 | by ( James Faris | ) www.businessinsider.com time to read: +10 min

Eight economists, investment chiefs, and strategists that Business Insider recently spoke to credited healthier-than-anticipated consumer balance sheets and spending for the continued expansion. "Either that, or they're going to be maxed out — they can't get any more money. They're not going to have any liquidity to be able to continue to do the things they're going to do." He's also sticking with defensive stocks as consumer spending softens, including those in the consumer staples sector like Clorox (CLX) and Procter & Gamble (PG). Real estate is a "hated asset class" that's negatively correlated with interest rates, Sekera said.

Persons: shouldn't, Kevin Gordon, Charles Schwab, they're, Sue Crotty, Ed Clissold, Ned Davis, Clark Bellin, Bellin, David Rosenberg, They're, Rob Swanke, Swanke, Preston Caldwell, Morningstar's, Dave Sekera, Sekera, Christopher Barto, Gordon, Clissold, He's, Morningstar's Sekera, Crotty, Segal Marco Advisors, She's, Barto, that's Organizations: Business, Consumers, Segal Marco, Ned, Ned Davis Research, Commonwealth Financial Network, Nasdaq, Morningstar, Fort Pitt Capital Group, Procter, Gamble, Federal Reserve, Exxon, APA Corp, Duke Energy, Segal, Energy, Healthcare Locations: Devon, Real, NiSource

☆ Inflation will moderate this year, says Edward Jones' Mona Mahajan
▼ + stars: | 2024-03-15 | 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 EmailInflation will moderate this year, says Edward Jones' Mona MahajanMona Mahajan, Edward Jones principal and senior investment strategist, joins 'Squawk on the Street' to discuss whether investors should change course on equity markets, the macroeconomic forces working against stocks, and more.

Persons: Edward Jones, Mona Mahajan Mona Mahajan

☆ Here's when the Fed is likely to start cutting interest rates, according to investment strategists
▼ + stars: | 2024-03-14 | by ( Greg Iacurci | ) www.cnbc.com time to read: +2 min

Kent Nishimura | Getty Images News | Getty ImagesWest Palm Beach, Fla. — The U.S. Federal Reserve is likely to start cutting interest rates by the end of second quarter despite recent "hotter than expected" inflation data, according to Kristina Hooper, chief global market strategist at Invesco. The question has become, at what point — and how quickly — does the central bank start to cut rates in order to avoid plunging the economy into a downturn? Fed chair Jerome Powell said last week that the Fed may not be far off from throttling back. The Fed last raised interest rates in summer 2023; in prior interest-rate-hiking cycles, the Fed began cutting rates about 8½ months later, Hooper said. Jenny Johnson, president and CEO of Franklin Templeton, also expects the central bank to begin cutting rates this year, though in the second half of 2024 at Fed policy meetings in July or September.

Persons: Jerome Powell, Kent Nishimura, Kristina Hooper, it's, Hooper, Jenny Johnson, Franklin Templeton, Moira McLachlan Organizations: Banking, Housing, Urban Affairs Committee, Getty, U.S . Federal, Women, Fed Locations: Palm Beach, Fla, U.S, West Palm Beach , Florida

☆ 'Take the emotion out of investing' during a presidential election year, strategist says. What to do instead
▼ + stars: | 2024-03-14 | by ( Greg Iacurci | ) www.cnbc.com time to read: +1 min

Video of former President Donald Trump and President Joe Biden is played during a hearing by the Select Committee to Investigate the January 6th Attack on the U.S. Capitol on June 13, 2022 in Washington. WEST PALM BEACH, Fla. — Investors' emotions may run high in 2024, especially in the realm of politics as President Joe Biden and former President Donald Trump are poised for a rematch in this year's presidential election. "Politics have become increasingly more emotional," Moira McLachlan, senior investment strategist in AllianceBernstein's wealth strategies group, said Wednesday at Financial Advisor Magazine's Invest in Women conference in West Palm Beach, Florida. However, investors should avoid knee-jerk reactions by setting and sticking to an investment plan, strategists said. "It's so important to stay invested, and you have to try to take the emotion out of investing" to keep from doing something "detrimental" to your goals, said Kristina Hooper, chief global market strategist at Invesco.

Persons: Donald Trump, Joe Biden, Moira McLachlan, Magazine's, Kristina Hooper Organizations: U.S, Capitol, WEST, Magazine's Invest, Women Locations: Washington, BEACH, Fla, West Palm Beach , Florida

☆ These niche funds provide investors with steady monthly payments in retirement
▼ + stars: | 2024-03-12 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Some investors looking for steady income in retirement are turning to managed payout funds. There are just a handful of these niche mutual funds, which pay monthly income to investors, Morningstar portfolio strategist Amy Arnott said. Schwab offers three such funds: Schwab Monthly Income Fund - Income Payout (SWLRX), Schwab Monthly Income Fund - Flexible Payout (SWKRX) and Schwab Monthly Income Fund - Target Payout (SWJRX). The Schwab Monthly Income Fund - Target Payout (SWJRX), on the other hand, aims to offer a 5% annual payout. Managed payout funds are not offered in many defined contribution plans, such as 401(k)s. In fact, a 2022 Cerulli survey of defined contribution plan consultants showed just 17% of the plans offered any managed payout funds.

Persons: Morningstar, Amy Arnott, Schwab, Inga Rachwald, Schwab's, Morningstar's Arnott, Rachwald, Arnott, Brett Lozowski, doesn't Organizations: Schwab, Income, Schwab Asset Management, Planning Partners

☆ Novo Nordisk stock: The company behind Ozempic and Wegovy is now bigger than Tesla
▼ + stars: | 2024-03-08 | by ( Anna Cooban | ) edition.cnn.com time to read: +4 min

London CNN —First, Novo Nordisk, the company behind Ozempic and Wegovy, outgrew its native Denmark. Investors rushed into Novo Nordisk’s stock after the company reported early-stage results from a trial of amycretin, an experimental weight loss drug that can be taken in pill form. Novo Nordisk, once the little-known maker of diabetes drug Ozempic, has ballooned in value as the drug’s off-label use for weight loss has spread. By contrast, shares of Novo Nordisk are up by 30% this year, and by nearly 80% over the past 12 months. The companies have cornered the global market for weight loss drugs that mimic GLP-1, a naturally-occurring hormone that suppresses appetite.

Persons: Grégoire, ”, Jens Naervig Pedersen, “, Tesla, Elon Musk’s Tesla, China’s, Eli Lilly, “ Novo, Lilly, It’s, Musk, Jeff Bezos Organizations: London CNN, Novo Nordisk, Pictet, Management, CNN, US Food and Drug Administration, Nordisk “, Danske Bank, EV, Reuters, “, Amazon, Bloomberg Locations: Novo, Denmark, Novo Nordisk’s, Danish, United States, Berlin, Germany, Europe, Pictet, EVs

☆ An old hedge-fund strategy is taking off again. Why hedge funds from multi-strats to new launches are ramping up their alpha capture efforts.
▼ + stars: | 2024-03-07 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +5 min

Alpha capture strategies take inputs from sources like human traders, market data, sell-side research, and more and then use a systematic process to create a portfolio that is efficiently sized and hedged. CenterBook uses trading data from dozens of external firms to create its portfolios, while Norias will create its book off the ideas of its fundamental analysts. Meanwhile, Man Group is building out an alpha capture team within its AHL unit's special strategies team, a recent job posting states, and Squarepoint is doubling its team, finding external managers for its buy-side alpha capture program. "It is a way for them to increase their capacity and take in more assets," said Kevin Lyons, senior investment manager at Abrdn, about the largest platforms growing their internal alpha capture capabilities. AdvertisementThe alpha capture OGIt can all be tied back to the success of the original mainstream alpha capture strategy: Marshall Wace's TOPS, which stands for Trade Optimized Portfolio System.

Persons: —, Marshall Wace, Doug Haynes, Norias, Basil Qunibi, Squarepoint quant Warren Touwen, Merrill Lynch, Squarepoint, Touwen, Kevin Lyons, Marshall, Anthony Clarke, Cameron Hight, Hight, it's, headhunter Organizations: Service, Business, CenterBook Partners, Research, Investors, AHL, TOPS Locations: Austin, Abrdn, London

☆ The one big thing keeping interest rates high
▼ + stars: | 2024-03-06 | by ( Cork Gaines | ) www.businessinsider.com time to read: +4 min

This story is available exclusively to Business Insider subscribers. Rekenthaler called shelter costs the "most relevant data point" in the most recent consumer price index inflation report. Meanwhile, James Bianco, president of Bianco Research, a financial markets research firm, told Business Insider, "Rising shelter costs will cause the Fed to hold off on cutting rates." Anna Moneymaker/Getty ImagesRent and shelter costs tend to lag behind the rest of the economy because rents are typically fixed for long periods. However, Gordon also said shelter costs can't be ignored because of how much it impacts overall inflation.

Persons: —, Jerome Powell, John Rekenthaler, Rekenthaler, Morningstar, James Bianco, Anna Moneymaker, Kevin Gordon, Charles Schwab, Gordon Organizations: Service, Federal Reserve Bank, Business, Morningstar, Fed, Bianco Research, Federal Reserve

☆ Analyst on China issuance plan for 'ultra-long' special treasury bonds
▼ + 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 EmailChina plan to issue $139 billion in 'ultra-long' special treasury bonds a positive surprise: AnalystWendy Chen, senior investment analyst at GAM Investments, says that means China's central government is "taking more share of the burden — in terms of fiscal stimulus — from the local governments."

Persons: Wendy Chen Organizations: China, GAM Investments

☆ Premarket stocks: What ‘Super Tuesday’ means for your portfolio
▼ + stars: | 2024-03-05 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +8 min

Welcome to “Super Tuesday.” Today, a whopping 16 states and territories hold primary elections. But stock market analysts say not to fret and to hold tight. Based on annualized returns for the S&P 500, stocks gained an average 13.75% during Trump’s presidency. Election year math: History shows that stocks typically gain during the fourth year of presidential terms. The S&P 500 has gained 6.2% on average during the fourth year of presidential terms since 1932, according to Yardeni Research.

Persons: ’, Edward Jones, Donald Trump, Joe Biden, Angelo Kourkafas, ” Kourkafas, Raymond James, Trump, Obama, ”, Simon Hamilton, Barack Obama, “ That’s, it’s, Hamilton, Goldman Sachs, Allison Morrow, Bitcoin, —, Simone McCarthy, Premier Li Qiang, Hong Organizations: CNN Business, Bell, New York CNN, ”, Markets, White House, Congress, CNN, Republicans, Republican, “, Research, Dow Jones, University of Cincinnati, University of Missouri, Securities and Exchange, Bloomberg, Premier, National People’s Congress Locations: New York, Washington, Hamilton, United States, China, Beijing

☆ This dividend strategy is swapping out a chip stock winner for Starbucks. Here's why
▼ + stars: | 2024-03-01 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Dividend-focused investors should look to switch out a hot chip stock for a slumping consumer play after the latest market rally, according to Morgan Stanley Wealth Management. Coffee chain Starbucks is joining the model portfolio, while red-hot Broadcom is on the way out. Starbucks has been battling rising labor costs in the U.S. and weak demand in China, a key international market. The addition of Starbucks helps bolster the consumer discretionary part of the Morgan Stanley Wealth Management model portfolio. The dividend yield for AVGO is 1.6% even after the company announced a dividend hike in December.

Persons: Morgan, Daniel Skelly, Skelly, SBUX, Laxman Narasimhan, Narasimhan, it's, — CNBC's Michael Bloom Organizations: Morgan Stanley Wealth Management, Broadcom, Starbucks, Morgan Locations: U.S, China

☆ The fastest-growing hedge funds are now investing conglomerates. That's changing how investors judge the biggest firms.
▼ + stars: | 2024-02-29 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +7 min

The rise in multi-manager hedge funds over the past five years has forced allocators to create a separate due diligence model for the fastest-growing segment in the industry. Even an executive at a midsized multi-manager admits their firm and its peers are "more like corporations than hedge funds." AdvertisementA new type of hedge-fund kingsFounders were once simply the best traders and money-makers, spinning out of banks' trading desks and larger hedge funds. Bobby Jain, the former Millennium executive starting his own multi-billion hedge fund, hasn't traded in decades but was a part of the leadership team at one of the biggest hedge funds in the world. Jobs at multi-manager platforms are roughly a quarter of the industry's overall roles, despite these funds holding roughly 14% of the assets.

Persons: —, allocators, Griffin's, Izzy Englander's, Jack Springate, Allen Cheng, Cheng, Bobby Jain, hasn't, Michael Gelband, Dmitry Balyasny, Steve Cohen, Izzy Englander, Ajay, Kevin Lyons, Lyons, Springate Organizations: Service, Business, Fortune, Goldman Sachs Asset Management, Aon, Millennium, Treasury Locations: Schonfeld's

☆ U.S. commercial real estate debt crisis: Watch the smaller and regional banks, strategist says
▼ + stars: | 2024-02-27 | 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 EmailU.S. commercial real estate debt crisis: Watch the smaller and regional banks, strategist saysUma Moriarity, senior investment strategist at CenterSquare Investment Management, discusses the debt troubles in U.S. commercial property, and says the exposure of smaller and regional banks to the sector has "really increased."

Persons: Uma Moriarity Organizations: CenterSquare Investment Management

☆ The chief market strategist at $1.6 trillion Franklin Templeton breaks down how many rate cuts to expect this year. Plus, why the 'irrational exuberance' in stocks could be over by year-end.
▼ + stars: | 2024-02-25 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

Expect four rate cuts in 2024 that will bring the federal funds rate to 4.30% by year-end, according to the Franklin Templeton Institute Global Investment Management Survey, which compiles the views of the firm's 300 senior investment professionals who work across equities, fixed income, and alternatives. That's still more cuts than the Federal Open Market Committee projects in its dot plot: three reductions and a fed funds rate of 4.63% by year-end. Stephen Dover, chief market strategist and the head of the Franklin Templeton Institute, expects those rate cuts to begin closer to June or July and be 25 basis points each. For now, Dover pointed to a strong US economy, with solid jobs and GDP growth, as working against the possibility of earlier rate cuts. This will be another sticky point that the central bank will likely consider and could impact when cuts happen, he said.

Persons: Stephen Dover, Dover, there's Organizations: Franklin Templeton Institute Global Investment Management Survey, Federal, Franklin Templeton Institute

☆ The CPI report is making the market price itself more realistically, says Edward Jones' Mona Mahajan
▼ + stars: | 2024-02-13 | 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 CPI report is making the market price itself more realistically, says Edward Jones' Mona MahajanMona Mahajan, Edward Jones senior investment strategist, joins 'Power Lunch' to discuss the hotter-than-expected CPI report and reaction from the market.

Persons: Edward Jones, Mona Mahajan Mona Mahajan

☆ Meet the Man Behind Litquidity, the Anonymous Instagram Account Dominating Wall Street
▼ + stars: | 2024-02-07 | by ( Reed Alexander | Hayley Cuccinello | ) www.businessinsider.com time to read: +26 min

The deck kicked off a game of one-upmanship among Wall Street banks trying to keep their employees happy. Lit capitalized on poking fun at Wall Street culture, selling $35 dad hats that read, "Do You Know Who My Father Is?" There have, of course, been endless rumors about Lit's identity, especially among Wall Street underlings. Wall Street underlings have speculated about Litquidity's identity for years. Basak, one attendee said, wanted to take a "wrecking ball through it all" and hold Wall Street heavy hitters accountable.

Persons: Goldman Sachs, I've, David Solomon, Litquidity, Goldman, Solomon, Evercore, Michael Kovac, Lit, Warburg Pincus, Jamie Dimon, Jamie Dimon's, Banksy, Bennett Jordan, who've, Lit's, — Mark Moran, —, Jefferies, Richard Handler, Spencer Platt, Isaac Laifer, Laifer, Handler, We'd, Henry, Hank, Medina, He's, he's, Jefferies Medina, Bart P, Fuchs, Karl Smith, Mark Moran, Moran, Bloomberg he'd, Zack DeZon, Getty Images Moran, Brian Hanly, Hanly, Sonali Basak, Angela Weiss, cryptocurrency, we'll, Mark, Medina's, weren't, CoinFLEX, Litquidity doesn't, Dave Portnoy, wasn't, Medina Ayden Syal, Kyle Zappitell, Zappitell, he'd, hasn't, Bennett Jordan —, Craig Sjodin, Litney, Paul Argenti, Wall Organizations: Goldman, New York Times, CNBC, Business, Bloomberg, Metropolitan Club of New, Nomura, Citigroup, Financial Times, Litney Partners, Whitney Partners, BI, ESPN, Litquidity, Centerview Partners, New York, Getty, Bain Capital, Litquidity Venture Partners, SEC, Cornell University, Wexford Capital —, Deutsche Bank, Deutsche, CFA, Getty Images, Bullish, Vice, Wall Street, Litquidity's, Manhattan's Rue, Fox Business, Litquidity Ventures, Coatue Management, SAFE, Soho House, Dartmouth University Locations: New York, Tribeca, Metropolitan Club of New York, Instagram, San Francisco, Medina, New York City, Miami, NoHo, Chad, Connecticut, Litquidity, Linktree, Soho

☆ Investors are unlikely to dump cash in favor of locking in bond yields, JPMorgan says
▼ + stars: | 2024-02-02 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

The inflows this year come at a time when, historically, money funds see seasonal outflows. Ho calculates about $5.5 trillion of the assets sitting in money market funds are core liquidity for companies and cash savings for retail investors. In fact, the most recent push into money market funds is coming from institutional investors, according to the ICI. Assets of institutional money market funds increased by $33.06 billion to $3.65 trillion, while retail money market funds rose by $8.62 billion to $2.35 trillion, the organization found. That's because yields on money market funds lag behind Fed moves.

Persons: Teresa Ho, Ho, Powell, Shelly Antoniewicz, Jerome Powell, AllianceBernstein, Monika Carlson, Carlson, Amy Arnott, Arnott, Rob Williams, Charles Schwab Organizations: JPMorgan, Investment Company Institute, Federal Reserve, CNBC, ICI, Fed, Treasury, Morningstar, Charles, Charles Schwab Center, Financial Research Locations: Treasurys

☆ Balance is a key theme for investors in 2024, says Edward Jones' Mona Mahajan
▼ + stars: | 2024-01-26 | 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 EmailBalance is a key theme for investors in 2024, says Edward Jones' Mona MahajanMona Mahajan, Edward Jones principal and senior investment strategist, joins 'Squawk Box' to discuss the latest market trends, earnings season so far, and more.

Persons: Edward Jones, Mona Mahajan Mona Mahajan

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