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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEmons: The economy's surprising resilience is what's driving the stock market rallyBen Emons, Senior Portfolio Manager and Head of Fixed Income at NewEdge Wealth, discusses the outlook for stocks and bonds.
Persons: Ben Emons Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla snaps 13-day record run. Here's what the pros are sayingBryn Talkington of Requisite Capital Management, Rob Sechan of NewEdge Wealth and Jim Lebenthal of Cerity Partners on what they think about Tesla as the stock's record streak of 13 days of gains comes to an end.
Persons: Tesla, Bryn Talkington, Rob Sechan, Jim Lebenthal Organizations: Management, Cerity Partners
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks to buy, hold or sell. Bryn Talkington of Requisite Capital Management detailed her strategy for trading Tesla options contracts. NewEdge Wealth's Rob Sechan talked about why he would not buy Broadcom at the current share price. Jim Lebenthal of Cerity Partners explained why now is the time to buy Boeing . He also discussed the key element to look for when holding the stock.
Persons: Bryn Talkington, NewEdge, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, Management, Broadcom, Cerity Partners, Boeing
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed was hawkish in rhetoric, but not in action, says DoubleLine CEO Jeffrey GundlachCameron Dawson, NewEdge Wealth CIO and Jeffrey Gundlach, DoubleLine CEO, join 'Closing Bell' with reaction to the Fed rate hike pause, Powell's statements and what it all means for the markets.
Persons: Jeffrey Gundlach Cameron Dawson, Jeffrey Gundlach Organizations: Fed, NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Jeffrey Gundlach and Cameron Dawson on Fed's latest rate decisionCameron Dawson, NewEdge Wealth CIO and Jeffrey Gundlach, Doubleline CEO, join 'Closing Bell' to react to the Fed rate pause and Powell's following statements and what it means for the markets.
Persons: Jeffrey Gundlach, Cameron Dawson Organizations: NewEdge
A new bull market has arrived on Wall Street after the S&P 500 rallied 20% from its October low. A resilient economy and solid corporate earnings could drive further gains in the stock market. According to Carson Group's chief market strategist Ryan Detrick, it wouldn't be out of the ordinary for stocks to continue their rally after cementing a new bull market. Finally, many investors are not positioned for a bull rally in stocks, and to get ready for a continued rally they'd have to unwind short positions and buy stocks, which could push prices even higher. It's those two factors that represent "dry tinder" for a potential melt up that could extend the current bull market rally, according to Emons.
Persons: , Carson, Ryan Detrick, Detrick, Ben Emons Organizations: Service, Federal, Wall
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple trades flat after analyst downgrade. Here's how to play the stockJim Cramer, Toni Sacconaghi of Bernstein, Josh Brown of Ritholtz Wealth Management, Brenda Vingiello of Sand Hill Global Advisors, Stephanie Link of Hightower Advisors, Rob Sechan of NewEdge Wealth and Tom Forte of D.A. Davidson & Co. on what they think about Apple after the stock was hit with a downgrade as they unveiled a new mixed-reality headset.
Persons: Jim Cramer, Toni Sacconaghi, Bernstein, Josh Brown, Brenda Vingiello, Stephanie Link, Rob Sechan, Tom Forte, D.A Organizations: Apple, Ritholtz Wealth Management, Global Advisors, Hightower Advisors, Davidson Locations: Sand
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe've been most surprised with growth and technology stocks, says NewEdge's Cameron DawsonCameron Dawson, NewEdge Wealth CIO, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate hike campaign, and more.
Persons: NewEdge's Cameron Dawson Cameron Dawson Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLiquidity has been a tailwind for stocks this year, says NewEdge's Cameron DawsonCameron Dawson, NewEdge Wealth CIO, joins 'Closing Bell' to discuss the market rally, the Fed's next move and market outlook.
Persons: NewEdge's Cameron Dawson Cameron Dawson Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGrowing needs for data centers will be a tailwind for Marvell, says Blue Line Capital's Bill BaruchBill Baruch, Blue Line Capital founder, and Rob Sechan, managing partner at NewEdge Wealth, join 'Halftime Report' to discuss semiconductor investments, the Marvell Technology earnings report, and long-term market changes.
Persons: Bill Baruch Bill Baruch, Rob Sechan Organizations: Marvell, Blue Line Capital, NewEdge Wealth, Marvell Technology
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo portfolio managers discuss how to invest in the markets this weekBen Emons, Senior Portfolio Manager at NewEdge Wealth, and Patrick Fruzzetti, Managing Director at Rose Advisors at Hightower, discuss how to invest in the markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRetailers show U.S. economy isn't in a recession — it's growing, portfolio manager saysBen Emons of NewEdge Wealth discusses the U.S. retail sector and the country's economic outlook.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Rockefeller's Cheryl Young and New Edge Wealth's Cameron DawsonCheryl Young, Rockefeller Family Office private wealth advisor, and Cameron Dawson, New Edge Wealth CIO, join 'Squawk on the Street' to discuss the current market, how the debt ceiling debate has impacted markets and much more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisks for recession still there, but timing remains uncertain: NewEdge Wealth's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Squawk Box' to preview this week's key inflation readings, the potential market impact, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailShrinking bank balance sheets point to slower loan growth ahead: NewEdge Wealth's Cameron DawsonNewEdge Wealth's Cameron Dawson, Cantor Fitzgerald's Eric Johnston, and CNBC's Mike Santoli join 'Closing Bell' to discuss investments moving from regional banks to money market accounts, expectations for tomorrow's Fed agenda, and inflation indicators ticking higher.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NewEdge Wealth's Cameron Dawson and Cantor Fitzgerald's Eric JohnstonNewEdge Wealth's Cameron Dawson, Cantor Fitzgerald's Eric Johnston, and CNBC's Mike Santoli join 'Closing Bell' to discuss investments moving from regional banks to money market accounts, expectations for tomorrow's Fed agenda, and inflation indicators ticking higher.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon dips after slowing cloud growth projections. Here's how the pros are playing itJim Cramer, Daniel Flax of Neuberger Berman, James Lee of Mizuho Securities, Jim Lebenthal of Cerity Partners and Rob Sechan of NewEdge Wealth on what they think about Amazon's first-quarter earnings report and guidance for slower Amazon Web Services cloud growth.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEmons: The market is trying to figure out whether inflation is really slowing downNewEdge Wealth's Ben Emons discusses whether May is truly the final month for rate hikes by the Fed, and what it may take for the S&P 500 to break out of what he calls an unsatisfying trading range.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with New Edge's Cameron Dawson and Wealth Enhancement's Nicole WebbCameron Dawson, New Edge Wealth, Nicole Webb, Wealth Enhancement Group, join 'Closing Bell' to discuss Tesla's recent price action, how Tesla's price cuts have impacted the business and more.
Investors are questioning the health of the commercial real estate sector following a string of recent banking crises. Mike Kemp | In Pictures | Getty ImagesConcerns are mounting around the health of Europe's commercial real estate market, with some investors questioning whether it could be the next sector to blow following last month's banking crisis. Analysts at Citi now see European real estate stocks falling by 20%-40% between 2023 and 2024 as the impact of higher interest plays out. In a worst-case scenario, the higher-risk commercial real estate sector could plummet 50% by next year, the bank said. Pere Vinolas Serra, chief executive of Spanish real estate company Inmobiliaria Colonial and chairman of the European Public Real Estate Association (EPRA), said the situation in Europe looks paradoxically strong.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Jim Lebenthal of Cerity Partners talked about industrials and why there is a lot to like in this sector right now. Bryn Talkington of Requisite Capital Management discussed Nvidia . Bryn owns the stock and suggested investors not add more to their positions right now. Finally, NewEdge Wealth's Rob Sechan shared his outlook on Meta and says the company is doing well and its operating margins are "still great."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Charles Schwab's Kevin Gordon and NewEdge Wealth's Cameron DawsonKevin Gordon, Charles Schwab senior investment strategist, and Cameron Dawson, NewEdge Wealth chief investment officer, join 'Closing Bell' to discuss what's priced into the markets, Wednesday's price action and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets still aren't pricing in a recession, says NewEdge Wealth's DawsonKevin Gordon, Charles Schwab senior investment strategist, and Cameron Dawson, NewEdge Wealth chief investment officer, join 'Closing Bell' to discuss what's priced into the markets, Wednesday's price action and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJobs report raises probability of 25 basis point hike in May, says New Edge Wealth CIOCameron Dawson, New Edge Wealth CIO, and Kevin Cummins, Chief U.S. economist at NatWest Markets, join 'Squawk Box' to discuss the latest jobs numbers, and key economic data to look forward to in the week ahead.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech stocks look 'extremely expensive' right now, says NewEdge's Cameron DawsonCameron Dawson, NewEdge Wealth chief investment officer, joins 'Closing Bell' to discuss the outlook ahead for the second quarter of 2023.
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