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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe earnings recession is behind us, time to take the equity risk: JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Closing Bell' to discuss the bull market rally, earnings season, and what's next for the Fed and economy.
Persons: JPMorgan's Gabriela Santos Gabriela Santos, what's Organizations: JPMorgan Asset Management, Fed
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 New York Life Investments' Lauren GoodwinGabriela Santos, JPMorgan Asset Management global market strategist, and Lauren Goodwin, New York Life Investments economist, join 'Closing Bell' to discuss the bull market rally, earnings season, and what's next for the Fed and economy.
Persons: JPMorgan's Gabriela Santos, Lauren Goodwin Gabriela Santos, Lauren Goodwin, what's Organizations: New York Life Investments, JPMorgan Asset Management, Fed Locations: New York
Now, the inverse has happened as stocks rally, inflation steadily falls, and the labor market stays healthy. By any historical measure, this is still a really strong labor market," he said. "There's a lot of market concern — understandably so — about the sustainability of the strong labor market," Porter said. "There are clear signs that we're weakening at the margin," Schurmeier said of the labor market. "And they're able to thread the needle on the other part of their mandate, which is the labor market."
Persons: John Porter, Jason Draho, Porter, David Lebovitz, Lebovitz, they're, Draho, Jonathan Curtis, Curtis, Brent Schutte, Schutte, Jake Schurmeier, Schurmeier, they'll, shouldn't, Charles Lemonides, Lemonides, Greg Calnon, Calnon, Franklin Equity Group's Curtis, he's Organizations: Newton Investment Management, UBS Global Wealth, Asset Management, Franklin Equity Group, Workers, Northwestern, Harbor Capital Advisors, Fed, Goldman Sachs Asset Management, Franklin Equity
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're pretty confident the market will be higher by the end of the year, says Bespoke's Paul HickeyPaul Hickey, Bespoke Investment Group co-founder and Phil Camporeale, JPMorgan Asset Management portfolio manager, join 'Closing Bell Overtime' to talk the day's market action, the Federal Reserve's next moves, individual sector performance and more.
Persons: Bespoke's Paul Hickey Paul Hickey, Phil Camporeale Organizations: Investment Group, JPMorgan, Management, Federal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bespoke's Paul Hickey and JPMorgan's Phil CamporealePaul Hickey, Bespoke Investment Group co-founder and Phil Camporeale, JPMorgan Asset Management portfolio manager, join 'Closing Bell Overtime' to talk the day's market action, the Federal Reserve's next moves, individual sector performance and more.
Persons: Bespoke's Paul Hickey, JPMorgan's Phil Camporeale Paul Hickey, Phil Camporeale Organizations: Investment Group, JPMorgan, Management, Federal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's not a lot of upside catalyst in markets right now, says JPMorgan’s Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, why she believes equities are likely to keep 'jogging in place' for the near term, rest of year outlook, and more.
Persons: JPMorgan’s Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market needs earnings to edge higher: BNY Mellon's Alicia LevineAlicia Levine, BNY Mellon head of investment strategy, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the semiconductor sector and if its surge can save the weakening tech market.
Persons: Alicia Levine Alicia Levine, BNY Mellon, Jordan Jackson Organizations: JPMorgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with BNY Mellon's Alicia Levine and JPMorgan's Jordan JacksonAlicia Levine, BNY Mellon head of investment strategy, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the semiconductor sector and if its surge can save the weakening tech market.
Persons: BNY Mellon's Alicia Levine, JPMorgan's Jordan Jackson Alicia Levine, BNY Mellon, Jordan Jackson Organizations: JPMorgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is not going to cut rates 'in absence of anything breaking down': JPMorgan’s Oksana AronovOksana Aronov, JPMorgan Asset Management head of market strategy and alternative fixed income, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate hike campaign, risks to inflation's downward path, and more.
Persons: Oksana Aronov Oksana Aronov Organizations: JPMorgan Asset Management
2023's blistering stock rally is under threat, according to a top JPMorgan Asset Management strategist. The impact of banking chaos could soon start to weigh on stocks, David Lebovitz said. Ahead of Thursday's inflation report, Lebovitz also commented on company margins and whether sticky costs will weigh on firms' pricing power. "When we look at the consumer, the consumer looks fine today, but the consumer is beginning to bend. That's going to undermine the pricing power that's allowed a lot of these companies to keep their heads above water," he added.
Persons: David Lebovitz, Lebovitz, that's, David Rosenberg Organizations: JPMorgan Asset Management, Service, Bloomberg, Nasdaq Locations: Wall, Silicon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan's Gabriela Santos says the odds of a soft landing have risenGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Closing Bell' to discuss her expectations for the upcoming CPI report.
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 EmailWe do think this is the last rate hike, says JPMorgan Asset Management's Kelsey BerroKelsey Berro, JPMorgan Asset Management fixed income portfolio manager, joins 'Squawk Box' to discuss the Fed's rate hike campaign, why she believes yesterday's 25 basis point hike will be the last rate hike of the cycle, 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 EmailJPMorgan's David Kelly: Keep an eye on overpriced valuations, as they will be the first to fall offDavid Kelly, JPMorgan Asset Management chief global strategist, joins 'Power Lunch' to discuss the potential for a soft landing, concerns about overpriced valuations, and opportunities in high-quality fixed income markets
Persons: JPMorgan's David Kelly, David Kelly Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe U.S. is likely headed for a recession in end-2023 or early 2024, JPMorgan saysJonathan Liang of JPMorgan Asset Management says tightening credit conditions will probably be the "primary driving force."
Persons: Jonathan Liang Organizations: JPMorgan, JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe odds of a soft landing have gone up, says JPMorgan’s Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, Fed's inflation fight, and more.
Persons: JPMorgan’s Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management
For markets, BoE communication is bottom of the class
  + stars: | 2023-07-17 | by ( Yoruk Bahceli | ) www.reuters.com   time to read: +6 min
U.S. Federal Reserve and European Central Bank expectations have meanwhile risen only marginally. For investors, clear communication from central bankers is crucial as they transmit their policy to borrowing costs through markets. The BoE was the first major central bank to start hiking rates. In contrast, they have long bet on more hikes than the BoE's main forecasts have implied are needed to tame inflation, rates futures show. BoE messaging, suggesting a reluctance to hike, has made it "very difficult" to own gilts recently, he said.
Persons: BoE, Toby Melville, Shamik Dhar, Andrew Bailey, Bailey, Schroders, Azad Zangana, Zangana, Liz Truss, Myles Bradshaw, Chris Jeffery, Jerome, Powell, Christine, Lagarde, it's, Craig, Yoruk, Dhara Ranasinghe, William Schomberg, John Stonestreet Organizations: Bank of England, REUTERS, Fed, ECB, of England, Traders, . Federal Reserve, European Central Bank, BNY Mellon Investment Management, Bank of England's, Investors, Graphics, of England's, Reuters, Asset Management, Thomson Locations: London, Britain, U.S, Dhar
Americans feel bad about the economy, even though data shows a booming labor market. The recovery from the pandemic recession reset everyone's expectations about what a good economy looks like. Americans are feeling bad about the economy, and some of that is likely due to inflation eating at their budgets. Consumer confidence is still low, and, as JPMorgan Asset Management chief global strategist David Kelly writes, Americans feel an "unreasonable level of gloom." In short, the things that used to make Americans feel good or bad about the economy aren't as consequential anymore.
Persons: Aaron Terrazas, Labor Julie Su, that's, David Kelly, Kelly, Terrazas, , would've Organizations: Service, Bureau of Labor Statistics, Labor, Pew Research Center, JPMorgan Asset Management, Fed Locations: Wall, Silicon, America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation has peaked, but core inflation remains too high, says economist Lauren GoodwinGabriela Santos, JPMorgan Asset Management and Lauren Goodwin, New York Life Investments, join 'Closing Bell' to discuss markets, inflation and the Fed ahead of tomorrows CPI report.
Persons: Lauren Goodwin Gabriela Santos, Lauren Goodwin Organizations: JPMorgan Asset Management, New York Life Investments Locations: New York
Active ETFs have attracted $100 billion of net inflows over the past 12 months, according to a report from State Street. The growth of active ETFs could help other Wall Street firms take on the industry's dominant players. Some smaller JPMorgan active equity funds that have brought in cash this year include JPMorgan Active Value ETF (JAVA) and the JPMorgan Active Growth ETF (JGRO) . Two-thirds of U.S.-centric active funds fell short of their relevant indexes in the first half, according to a report from Morningstar. Active funds did fare better than passive funds in many categories, like small cap growth — perhaps a more fair comparison, given that passive funds do include fees and trading costs — but underperformed significantly in the popular large-cap blend category, according to data from Morningstar Direct.
Persons: that's, JEPI, outperforming, JEPI's Organizations: Securities and Exchange, State, JPMorgan, BlackRock, Street, JPMorgan Asset Management, JPMorgan Nasdaq Equity, Value, Growth, Capital, Morningstar, Morningstar Direct
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're in a setup where we could be disappointed by earnings, says JPMorgan’s Gabriela SantosGabriela Santos, JPMorgan Asset Management global marker strategist, joins 'Squawk Box' to preview the June jobs report, the Fed's inflation fight, latest market trends, and more.
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 EmailI strongly believe this is not an inflationary economy, says JPMorgan's David KellyDavid Kelly, JPMorgan Asset Management chief global strategist, joins 'Squawk on the Street' to discuss June's job report, Fed's inflation fight, latest market trends, and more.
Persons: JPMorgan's David Kelly David Kelly Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should be primed for a pullback in second half of 2023, says JPMorgan's Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, the Fed' rate hike campaign, upcoming earnings season, and more.
Persons: JPMorgan's Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRecession probability now at 25 percent for US economy, says JPMorgan's CamporealePhil Camporeale, JPMorgan Asset Management portfolio manager, joins 'Squawk on the Street' to discuss Camporeale's thoughts on the economy in the second half, what a balanced portfolio looks like this year, and why Camporeale's overall neutral stance towards the markets.
Persons: JPMorgan's, Phil Camporeale Organizations: JPMorgan, 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 Phil Camporeale on whether US can avoid recessionPhil Camporeale, JPMorgan Asset Management portfolio manager, joins 'Squawk on the Street' to discuss Camporeale's thoughts on the economy in the second half, what a balanced portfolio looks like this year, and why Camporeale's overall neutral stance towards the markets.
Persons: JPMorgan's Phil Camporeale, Phil Camporeale Organizations: JPMorgan, Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe think the Fed will go up to 5.5% by Christmas, says JPMorgan Asset Management's John BiltonJohn Bilton, JPMorgan Asset Management head of global multi-asset strategy, joins 'Squawk Box' to discuss the Fed's rate hike campaign, the global market impact of rate hikes, and more.
Persons: John Bilton John Bilton Organizations: JPMorgan Asset Management
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