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☆ U.S. Fed interest rate easing cycle would be positive for stocks and gold: CIO
▼ + stars: | 2024-10-16 | 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 EmailU.S. Fed interest rate easing cycle would be positive for stocks and gold: CIOBob Elliott of Unlimited discusses his asset allocation amidst Fed rate cuts that would "add fuel to the fire" and increase the risk of the U.S. transitioning to credit and borrowing-driven growth.

Persons: Bob Elliott Organizations: U.S, Unlimited Locations: U.S

☆ CIO: Hold tactical allocation in Chinese stocks until housing market stabilizes
▼ + stars: | 2024-10-16 | 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 EmailCIO: Hold tactical allocation in Chinese stocks until housing market stabilizesStefan Hofer from LGT Bank Asia says resolving the supply glut in the Chinese housing market is a key signal for investors to be structurally long Chinese stocks.

Persons: Stefan Hofer Organizations: LGT Bank Locations: LGT, LGT Bank Asia

☆ Investors should consider diversifying beyond tech, says Defiance ETFs CEO Sylvia Jablonski
▼ + stars: | 2024-10-16 | 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 EmailInvestors should consider diversifying beyond tech, says Defiance ETFs CEO Sylvia JablonskiSylvia Jablonski, Defiance ETFs CEO and CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, where investors can find opportunities right now, and more.

Persons: Sylvia Jablonski Sylvia Jablonski Organizations: Investors

☆ McGhee: We expect stock prices to perk higher but potentially moderate.
▼ + stars: | 2024-10-16 | 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 EmailMcGhee: We expect stock prices to perk higher but potentially moderate. Tiffany McGhee, CEO & CIO at Pivotal Advisors, emphasizes the importance of clarity in the current market setup heading into earnings season

Persons: McGhee, Tiffany McGhee

☆ A quant research leader from Two Sigma's vaunted 'techniques' squad is leaving for Cubist
▼ + stars: | 2024-10-16 | by ( Alex Morrell | ) www.businessinsider.com time to read: +4 min

A senior Two Sigma quant researcher is leaving for Cubist. Kan Huang co-led a key machine-learning unit known as techniques forecasting. Jin Choi, Huang's interim cohead, has been named sole head of the long-running techniques group. AdvertisementA senior leader in one of Two Sigma's key research units is leaving the firm for quant rival Cubist Systematic Strategies, according to people familiar with the matter. Huang is a leader of a Two Sigma unit that develops machine-learning models and other advanced strategies from various data sources and trading signals.

Persons: Kan Huang, Jin Choi, —, Steve Cohen's, Huang, Ken Baron, Choi, John Overdeck, David Siegel, Scott Hoffman, Carter Lyons, Ali, Milan Nekmouche, Jian Wu Organizations: Sigma, Service, Bloomberg, Sigma Investments, Securities and Exchange Commission, Wall Street

☆ Great risks to the downside as U.S. markets trade at record highs, CIO says
▼ + stars: | 2024-10-16 | 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 EmailGreat risks to the downside as U.S. markets trade at record highs, CIO saysFreddie Lait, chief investment officer at Latitude Investment Management, comments on the disparity between "benign" top-down data and waning consumer demand.

Persons: Freddie Lait Organizations: Latitude Investment Management

☆ Watch CNBC's full interview with Nuveen CIO Saira Malik and SMBC Nikko Securities' Joe Lavorgna
▼ + stars: | 2024-10-16 | 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 EmailWatch CNBC's full interview with Nuveen CIO Saira Malik and SMBC Nikko Securities' Joe LavorgnaSaira Malik, Nuveen CIO and head of equities and fixed income, and Joe Lavorgna, SMBC Nikko Securities chief economist, join 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, whether a soft landing scenario can be achieved, state of the 2024 election, and more.

Persons: Saira Malik, Joe Lavorgna Saira Malik, Joe Lavorgna Organizations: Nikko Securities Locations: Nikko

☆ The soft landing narrative may not play out exactly how investors want, says Nuveen's Saira Malik
▼ + stars: | 2024-10-16 | 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 soft landing narrative may not play out exactly how investors want, says Nuveen's Saira MalikSaira Malik, Nuveen CIO and head of equities and fixed income, and Joe Lavorgna, SMBC Nikko Securities chief economist, join 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, whether a soft landing scenario can be achieved, state of the 2024 election, and more.

Persons: Nuveen's Saira Malik Saira Malik, Joe Lavorgna Organizations: Nikko Securities

☆ CIO: our prefer getting China exposure through domestic consumer stocks
▼ + stars: | 2024-10-15 | 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 EmailCIO: our prefer getting China exposure through domestic consumer stocksNick Ferres of Vantage Point Asset Management discusses the Chinese government's recent meetings and announcements of measures to boost the economy. He prefers consumption and platform stocks compared to real estate.

Persons: Nick Ferres Organizations: Management Locations: China

☆ Election prediction markets are in a sprint to prove themselves as forecasting and investing tools
▼ + stars: | 2024-10-15 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +7 min

"Things were going okay before the election contracts, but since we put them on the platform there's been a lot more interest," Sanders said. The election contracts on each site are binary, and they pay out $1 if the correct outcome is chosen and $0 for the incorrect outcome. A fifth arena, Polymarket, is a blockchain-based prediction platform that is not open to U.S. customers. If they prove to be accurate over time, the prediction markets may also serve non-traders such as consultants and fundraisers who want to glean more insight into the election. Concerns More ominously, critics of the election markets have raised alarm that they could be moved by one or two big traders for possibly nefarious purposes.

Persons: politicos, Kalshi, Steven Sanders, Sanders, John Phillips, Phillips, Tarek Mansour, Bob Elliott, Ray, Elliott, Polymarket, Nikki Haley, Michelle Obama, Matt Thompson, Thompson, Koleman Strumpf, Cantrell Dumas, Dumas, PredictIt's Phillips, Strumpf, Mansour, We've Organizations: Wall, Interactive, Futures Trading Commission, CFTC, Kalshi, Funds, Bridgewater Associates, South Carolina Gov, Republican, Little Harbor Advisors, Wake Forest University, Better, CNBC, Wake Locations: Iowa, Winston, Salem, N.C, Susquehanna

☆ Schutz: Under a Republican administration, banks perform better due to less regulations
▼ + stars: | 2024-10-15 | 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 EmailSchutz: Under a Republican administration, banks perform better due to less regulationsAnton Schutz, President & CIO at Mendon Capital Advisors, expects regional banks' earnings declines are already priced in, with M&A likely, especially among smaller banks.

Persons: Anton Schutz Organizations: Republican, Mendon Capital Advisors Locations: Mendon

☆ We still don't outwardly say China is the enemy, says Hayman Capital's Kyle Bass
▼ + stars: | 2024-10-15 | 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 EmailWe still don't outwardly say China is the enemy, says Hayman Capital's Kyle BassKyle Bass, Hayman Capital Management founder and CIO, joins 'Squawk Box' to discuss state of the Middle East tensions, what Israel's retaliatory strike against Iran should be, China's threat to U.S., impact of the 2024 election, and more.

Persons: Hayman Capital's Kyle Bass Kyle Bass Organizations: Hayman Capital Management Locations: China, Iran, U.S

☆ Semiconductors underperforming the broader market is a concern, says Bespoke's Paul Hickey
▼ + stars: | 2024-10-15 | 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 EmailSemiconductors underperforming the broader market is a concern, says Bespoke's Paul HickeyPaul Hickey, Bespoke Investment Group co-founder, and Keith Lerner, Truist Wealth co-CIO, joins 'Closing Bell Overtime' to talk the day's market action.

Persons: Bespoke's Paul Hickey Paul Hickey, Keith Lerner Organizations: Investment Group, Truist

☆ China unlikely to deliver a 'bazooka' stimulus, CIO says
▼ + stars: | 2024-10-14 | 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 EmailChina unlikely to deliver a 'bazooka' stimulus, CIO saysIsaac Poole, chief investment officer at Oreana Financial Services, says "I think we'll see a continued drip-feed of support."

Persons: Isaac Poole Organizations: China, Oreana Financial Services

☆ Ahern: China's government acknowledges the economy is not doing well.
▼ + stars: | 2024-10-14 | 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 EmailAhern: China's government acknowledges the economy is not doing well. Brendan Ahern, CIO at KraneShares, highlights China's recent stimulus efforts, noting the need for more details, especially on boosting domestic consumption. While the government is taking steps, he says turning the economy around will take time.

Persons: Ahern, China's, Brendan Ahern

☆ 3-Stock Lunch: Caterpillar, Vistra Corp & Canada Goose
▼ + stars: | 2024-10-14 | 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 Email3-Stock Lunch: Caterpillar, Vistra Corp & Canada GooseVictoria Greene, G Squared Private Wealth CIO, joins 'Power Lunch' to discuss stock plays for three stocks.

Persons: Victoria Greene Organizations: Vistra Corp, Canada, Private Wealth

☆ Market momentum poised to continue through year end, says BMO's Yung-Yu Ma
▼ + stars: | 2024-10-14 | 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 EmailMarket momentum poised to continue through year end, says BMO's Yung-Yu MaYung-Yu Ma, BMO Wealth Management CIO, joins CNBC's 'Money Movers' to discuss market outlooks, where to find value, and more.

Persons: BMO's Yung, Yu Ma Yung, Yu Ma Organizations: BMO Wealth Management

☆ As confidence in China revives, the hope is that consumption will also pick up, CIO says
▼ + stars: | 2024-10-14 | 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 EmailAs confidence in China revives, the hope is that consumption will also pick up, CIO saysRaymond Cheng, Chief Investment Officer of North Asia at Standard Chartered Wealth Solutions, discusses the latest market news on China.

Persons: Raymond Cheng Organizations: Standard Chartered Wealth Solutions Locations: China, Asia

☆ Pick consistent performers to look past 'noise' in the market, says Bokeh's Kim Forrest
▼ + stars: | 2024-10-14 | 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 EmailPick consistent performers to look past 'noise' in the market, says Bokeh's Kim ForrestKim Forrest, Bokeh Capital Partners CIO, joins CNBC's 'The Exchange' to discuss how investors should play the market to end the year, why they should look past outside factors affecting the markets, and more.

Persons: Bokeh's Kim Forrest Kim Forrest Organizations: Bokeh Capital Partners

☆ The blue wall battlegrounds will be won or lost on the economy. Here's where Harris stands in these critical states.
▼ + stars: | 2024-10-13 | by ( John L. Dorman | ) www.businessinsider.com time to read: +10 min

The trio of blue wall states offer promise to Vice President Harris and former President Trump. She's worked to rally union workers — a key voting bloc — around her campaign. But Loge also pointed to a newly-released Emerson College poll, which showed that Harris' union support varied by state. In the Quinnipiac poll, Michigan voters gave Trump an eight-point edge (53% to 45%) on the economy. And she's aiming to win over voters — especially union workers — in smaller cities where Trump found success in 2016.

Persons: Harris, Trump, —, Kamala Harris, Donald Trump's, Hillary Clinton, She's, Tim Walz, Clinton, Joe Biden, Republican Party —, Liz Cheney, Biden, she's, Gen Zers, millennials, Donald Trump, Bill Pugliano, Democrats isn't, he's, Biden —, Peter Loge, Loge, Shawn Fain, GEOFF ROBINS, Elissa Slotkin, Mike Rogers, Fain, Gretchen Whitmer, didn't, David Dulio, JIM WATSON Organizations: Trump, Service, Democrats, —, Democratic, White House, Republican Party, Wyoming GOP, Marquette University Law, Quinnipiac University, AFL, CIO, Democratic Party, Biden, School of Media, Public Affairs, George Washington University, Emerson College, Teamsters, United Auto Workers, Getty Images, Democratic Rep, GOP, UAW, Michigan, Center for Civic, Oakland University, New York Times, Siena College, Quinnipiac, Getty Locations: Michigan, Pennsylvania, Wisconsin, Michigan , Pennsylvania, West Allis, Wis, Milwaukee, Minnesota, Midwest, White House . Wisconsin, Eau Claire, Madison, Ripon, Wyoming, Flint, Mich, United States, Philadelphia, Pittsburgh, Johnstown, Wilkes, Barre, Quinnipiac

☆ Lilly Ledbetter, who sued Goodyear for gender discrimination and was an equal pay activist, dies at 86
▼ + stars: | 2024-10-13 | by ( Steve Almasy | ) edition.cnn.com time to read: +4 min

CNN —Lilly Ledbetter, whose gender pay equity legal fight was the inspiration for the Fair Pay Act of 2009, has died at age 86, according to the team making a film about her life. In the 1990s, after 19 years of working for Goodyear, Ledbetter learned she had been making thousands of dollars less each month that other – male – managers. When Barack Obama became president the first bill he signed into law was the Lilly Ledbetter Fair Pay Act. “My heart is with Lilly Ledbetter and her loved ones as they mourn her passing,” he said. “Lilly Ledbetter fought tirelessly for equal pay for men and women.

Persons: CNN — Lilly Ledbetter, Ledbetter, AL.com, Goodyear, Barack Obama, Lilly, ”, “ I’ll, ” Obama, “ Lilly, “ Michelle, Chuck Schumer, Lilly Ledbetter, “, –, “ Lilly Ledbetter, Marc Benioff, ” Benioff, hasn’t, Chuy Garcia, Lilly’s, ” Garcia, Deborah Vagins, CNN’s Vanessa Yurkevich, Jeanne Sahadi Organizations: CNN, Goodyear, AFL, American Federation of Labor, Industrial, Congress, White, National Committee, Pay Equity Locations: backpay

☆ CIO says 25 basis point cuts by the Fed seem likely but don't rule out another surprise
▼ + stars: | 2024-10-11 | 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 EmailCIO says 25 basis point cuts by the Fed seem likely but don't rule out another surpriseFabiana Fedeli, chief investment officer for equities, multi-asset and sustainability at M&G Investment, comments on the Federal Reserve's next moves.

Persons: Fedeli Organizations: G Investment, Federal

☆ A skip from the Fed at its next meeting would be great for economic strength, says UBS' Mark Haefele
▼ + stars: | 2024-10-11 | 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 EmailA skip from the Fed at its next meeting would be great for economic strength, says UBS' Mark HaefeleMark Haefele, UBS Global Wealth Management CIO, joins 'Money Movers' to discuss the idea of the Federal Reserve skipping at cut at its next meeting, what to expect from markets through the end of the year, and much more.

Persons: Mark Haefele Mark Haefele Organizations: Fed, UBS, UBS Global Wealth Management, Federal

☆ Alums of $16 billion Tiger Cub Lone Pine have struggled to hack it on their own — with one notable exception
▼ + stars: | 2024-10-10 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +7 min

In the past five years, four other alums have either shuttered or stopped trading hedge fund strategies. It's the latest spinoff from long-running Tiger Cub Lone Pine Capital to shutter. Lone Pine, the $16 billion firm led by co-chief investment officers Kelly Granat and David Craver, was founded in 1997 by billionaire Steve Mandel. Inside the Lone Pine family treeGaonkar's experience is far from the norm for Lone Pine alums though. Firms like Lone Pine, Tiger Global, Coatue, Viking Global, Maverick, Light Street, and others have lasted for decades and minted billionaires along the way.

Persons: Scott Coulter's, Mala Gaonkar, —, Coulter, Cowbird, Pine, Kelly Granat, David Craver, Steve Mandel, Mandel, Julian Robertson's, Lone, Coatue, redemptions, Gaonkar, David Byrne, SurgoCap, Abobe, David Stemerman's, Scott Phillips, Matt Iorio's, Li Ran's, Brian Eizenstat's, Paul Eisenstein's, Nikhil Trikha, Arthur Wit, that's, Andreas Halvorsen's, Dan Sundheim's, Ben Jacobs, Ning Jin, Marco Tablada, Robertson, Tom Purcell Organizations: Service, Business, Lone Pine, Julian Robertson's Tiger Management, Cubs, Roberston's Tiger Management, Tiger, CNBC, Nvidia, GE, Figma, Pine, Latimer, Elm, Sky Capital, CenterBook Partners, Ampersand Capital Group, Global, Fund Research, Tiger Cub, Tiger Management, Viking Global, Viking Locations: Lone, Lone Pine, Granat, Texas, Li Ran's London, California, Viking

☆ It will be hard for the Fed to bring core inflation down, says BMO's Carol Schleif
▼ + stars: | 2024-10-09 | 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 EmailIt will be hard for the Fed to bring core inflation down, says BMO's Carol SchleifCarol Schleif, BMO Family Office CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, whether a soft landing can be achieved, the Fed's inflation fight, and more.

Persons: Carol Schleif Carol Schleif Organizations: Fed, BMO Family

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