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☆ Think the dollar is about to peak? Wall Street pros explain how to trade it
▼ + stars: | 2022-11-10 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

Analysts expect the dollar to decline against 18 out of 38 currencies in the fourth quarter of this year, according to FactSet data. UBS UBS considers selling the dollar against G-10 currencies being a "top investment idea for 2023." According to the investment bank, years of negative interest rates have led to a sizeable un-hedged buildup of dollars worldwide. BCA Research Analysts at BCA Research say from a technical standpoint, the dollar is due for a reversal. Goldman Sachs The Wall Street bank remains bullish on the dollar over the next three months and sees certain G-10 currencies only recovering beyond the six-month horizon.

☆ Meet the 11 execs leading Bridgewater into a new era after Ray Dalio relinquished control of the hedge fund
▼ + stars: | 2022-11-04 | by ( Alyson Velati | ) www.businessinsider.com time to read: +14 min

Bridgewater AssociatesAs cochief investment officer, Jensen oversees Bridgewater's investment strategies and research efforts as well as its investment talent. Karen Karniol-Tambour, cochief investment officer for sustainabilityKaren Karniol-Tambour, Bridgewater's cochief investment officer for sustainability. Rebecca Patterson, chief investment strategistBridgewater's chief investment strategist, Rebecca Patterson. In 2012, she joined as the chief investment officer of Bessemer Trust, managing $85 billion in client assets. The partnership elected three directors to Bridgewater's operating board of directors, which now has control over Bridgewater after Dalio relinquished control of the hedge fund.

☆ Watch CNBC’s full interview with Charles Schwab's Kevin Gordon
▼ + stars: | 2022-11-02 | 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 Charles Schwab's Kevin GordonKevin Gordon, Charles Schwab senior investment research manager, joins the 'Halftime Report' to discuss inflation and the Fed ahead of its rate decision.

☆ It's hard to embrace the rally until there's a material rollover of rates, says Charles Schwab's Kevin Gordon
▼ + stars: | 2022-11-02 | 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's hard to embrace the rally until there's a material rollover of rates, says Charles Schwab's Kevin GordonKevin Gordon, Charles Schwab senior investment research manager, joins the 'Halftime Report' to discuss the Fed ahead of its rate decision.

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☆ Stocks and bonds are struggling. Give these strategies a shot instead, say Goldman and others
▼ + stars: | 2022-10-27 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Both stocks and bonds have struggled this year, leaving investors with few alternatives. Stocks and bonds usually move in opposite directions, but that hasn't been the case this year. Trend-following strategy Adopting the so-called trend-following strategy this year would pay off for investors, according to Goldman and Wells Fargo in recent notes. Portfolio diversification can, and often should, include more than stocks and bonds," said Hazlitt Gill, retail investment research senior manager. Alternative investments UBS in an Oct. 21 note said investors can use structured investments to "tilt the odds favorably."

☆ Mewawalla: For tech, now is not the time for innovation, but the time to rectify declining revenues
▼ + stars: | 2022-10-27 | 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 EmailMewawalla: For tech, now is not the time for innovation, but the time to rectify declining revenuesCyrus Mewawalla, Head of Investment Research at GlobalData, joins Worldwide Exchange to discuss Meta's Q3 earnings and what to expect from Apple's Q4 earnings today.

☆ Retail money market funds inflows are the highest in 30 years as investors seek safety. Best funds to buy
▼ + stars: | 2022-10-26 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +5 min

One fixture of overall money market funds is seeing the highest growth in decades this year – retail money market fund inflows hit $122.1 billion in the week ending Oct. 19, the most since 1992, according to data from Refinitiv Lipper. Overall, the market is seeing outflows driven by institutional investors, with $189.5 billion being withdrawn from U.S. money market funds through Oct. 19. Money market mutual funds offer investors safety, making them a solid place to park cash. He added that investors should also note that not all money market mutual funds are insured by the FDIC, unlike checking and savings accounts or money market deposit accounts. In the quarter ending Sept. 30, Charles Schwab reported $132 million in revenue from money market funds.

☆ Experts are getting bullish on small caps. Here's the case for the surprise pre-recession call, and what to buy.
▼ + stars: | 2022-10-26 | by ( Marley Jay | ) www.businessinsider.com time to read: +5 min

Some leading strategists and experts are very positive on smaller companies right now. Heading into a recession, smaller companies usually look expensive compared to their bigger peers. Steven DeSanctis, a SMID-cap strategist for Jefferies, is another expert who is positive on smaller companies right now. But he notes that even though small caps have delivered better returns than large caps since June 30, investors are still pulling money out of small cap-themed ETFs. In fact, Fisher wrote that when small caps do this poorly, it can lead to powerful recoveries.

☆ Investors should buy these 3 sectors to get in ahead of overwhelming pessimism as signs of a powerful stock-market rally mount, according to the research chief at $74 billion Nationwide
▼ + stars: | 2022-10-21 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Mark Hackett is the investment research chief for Nationwide, which manages $74 billion in assets. But he thinks investors should allocate to small cap stocks and emerging markets, which he says have the best risk-reward balance of anything out there. "We much prefer S&P Small Cap relative to the Russell Small Cap," he said, because the larger Russell index includes larger proportions of companies that aren't consistently making money. In small caps he's bullish on healthcare, industrials, and business-oriented technology companies, rather than pricier tech stocks and higher-risk companies in biotech or energy. He also recommends high cash-flow value stocks, meaning companies with strong balance sheets and diversified revenue.

☆ Arizona, Texas join multi-state probe into big banks over net-zero pledge
▼ + stars: | 2022-10-19 | by ( ) www.reuters.com time to read: +2 min

A combination file photo shows Wells Fargo, Citigbank, Morgan Stanley, JPMorgan Chase, Bank of America, JPMorgan, and Goldman Sachs from Reuters archive. The investigation is targeting JPMorgan Chase & Co , Goldman Sachs Group Inc , Bank of America Corp , Citigroup Inc , Wells Fargo & Co (WFC.N) and Morgan Stanley (MS.N). "American banks should never put political agendas ahead of the secure retirement of their clients," Arizona AG Mark Brnovich said in a statement. "The last thing Americans need right now are corporate activists helping the left bankrupt our fossil fuel industry," Texas AG Ken Paxton said, adding that the banks practices potentially violate consumer protection laws. JPMorgan declined to comment, while the other five banks did not immediately respond to requests for comment.

☆ Analysis: As U.S. stocks rip higher, investors hunt for signs of market bottom
▼ + stars: | 2022-10-19 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +5 min

The current gain – which has seen the S&P 500 bounce about 6.5% last week's fresh intraday low for 2022 – comes on the heels of several rebounds throughout the year that eventually crumbled. However, the index has not been above that level since March even as the S&P 500 continued making new lows. The put/call ratio is yet to approach a 10-day average of at least 1.2 that has historically indicated that "you are more in the ballpark of panic and fear and close to a market low," he said. The current bear market has also been less severe than many past downturns. The S&P 500 slid as much as 25.4% this year, while bear markets since 1929 have seen an average decline of 35%, according to BofA.

☆ Analysis: Renewables shift lays bare Africa's energy dilemma
▼ + stars: | 2022-10-19 | by ( Bate Felix | ) www.reuters.com time to read: +7 min

Besides the 678-km West Africa gas pipeline completed in 2008, linking Nigeria, Benin, Togo and Ghana, few regional oil and gas projects exist to take products where they are needed. U.S. climate envoy John Kerry has cautioned against long-term oil and gas infrastructure investment in Africa, urging countries to turn to renewables instead. "Africa's track record for gas projects in this regard is not encouraging," the IEA said, citing delays in TotalEnergies' Mozambique project and in the Senegal-Mauritania gas project. "Funding requirements for the oil and gas industry in Africa far exceeds the capacity of any one individual country in Africa. Previous plans for major regional projects such as large-scale refineries have been thwarted by rivalries, ending in countries constructing small refineries that eventually failed, the expert added.

☆ Xi's call to win tech race points to new wave of Chinese state-led spending
▼ + stars: | 2022-10-17 | by ( Josh Horwitz | ) www.reuters.com time to read: +4 min

The term "technology" was referred to 40 times, up from 17 times in the report from the 2017 congress. Iris Pang, chief economist for Greater China at ING, said Xi's remarks addressed "the urgent need for talent and promoting self-sufficiency in technological advancement". "As such research spending on semiconductor technology should increase. On Monday, shares in Chinese information technology companies (.CSIINT) rose more than 1%, while semiconductor stocks (.CSIH30184) rose 0.7%. Venture capital (VC) has been allowed to invest in Chinese chip companies, with such firms receiving over $30 billion in VC cash between 2020-2021, according to Chinese investment research firm CVInfo.

☆ Real-Estate Companies Grapple With High Interest Rate Hedging Costs
▼ + stars: | 2022-10-13 | by ( Mark Maurer | ) www.wsj.com time to read: +7 min

Banks and other lenders often require real-estate firms relying on floating rate debt to hedge their exposure with so-called interest-rate caps. Real-estate companies are struggling with cost increases for labor and building materials as well as slowing demand. The company since March recorded a significant increase in derivatives costs, Mr. Barnes-Smith said, but declined to provide specifics. The company held about $643.8 million in variable rate debt as of June 30, or a little over half of its total debt, Mr. Barnes-Smith said. “These hedging cost issues make something that’s already expensive even more expensive for companies,” Mr. Dhargalkar said.

☆ Inflation: Is the Fed losing the war?
▼ + stars: | 2022-10-13 | by ( Allison Morrow | ) edition.cnn.com time to read: +6 min

“This inflation report today was an unmitigated disaster,” wrote Christopher S. Rupkey, chief economist at Fwdbonds, a financial markets research company. Is the Fed losing the fight against inflation? But the effects of rate hikes can take months to be felt in the real economy. But the Fed is “losing the war” when it comes to price hikes for the services sector. Ultimately, some say the problem of pandemic-era inflation is just too complex to be fixed with the Fed’s blunt tools.

☆ The Fed is losing the war against inflation
▼ + stars: | 2022-10-13 | by ( Allison Morrow | ) edition.cnn.com time to read: +6 min

☆ Don’t worry, there’s still hope for the stock market
▼ + stars: | 2022-10-11 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +5 min

New York CNN Business —The back-to-back huge market rallies last week may seem like a distant memory to investors now that stocks have slid for the past four days. The S&P 500 and Nasdaq both hit new 52-week lows on Tuesday before turning higher, and the Dow is not far from a 52-week low either. That included three instances from late 2008 when market volatility was at a peak during the Global Financial Crisis. The S&P 500 was up nearly 15% one year following massive back-to-back rallies, compared to normal historical gains of just 9%. But it’s also worth noting that the S&P 500 is still slightly higher than where it closed on September 30, despite the recent losses.

☆ Oil and gas are making a comeback — and these mutual funds are jumping on the trend, says Morningstar
▼ + stars: | 2022-09-29 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

The S & P 500's oil and gas sector has risen by nearly 30% this year while the broader market has sold off. Here's a selection of funds that Morningstar says have recently bought oil and gas stocks. BlackRock BGF World Energy It's not just the diversified funds that are making significant moves within the energy sector, however. A 'completely missing' picture Shares in nearly all oil and gas companies have fallen over the past three months following a decline in crude oil prices. Why have funds avoided oil & gas in the past?

☆ Forget a soft landing. The market’s best hope is a ‘growth’ recession
▼ + stars: | 2022-09-26 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +7 min

It wants to achieve a soft landing — that Goldilocks ideal of cooling the economy enough to bring down prices but not enough to cause a recession. The new aim appears to be for a so-called growth recession: A prolonged period of meager growth and rising unemployment. The pain is sharper and lasts longer than that of a soft landing, but a “growth” recession doesn’t pull the entire economy into contraction the way a proper recession would. It looks like a recession, and feels like a recession, but it isn’t a recession — at least not officially. A growth recession is still painful.

☆ Morningstar reveals its top high-dividend global stocks — and gives three 30% upside
▼ + stars: | 2022-09-26 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Morningstar has revealed its pick of global stocks with the highest dividend yields. In a note entitled, "Our Ultimate Stock Pickers' ... Dividend-Yielding Stocks," Morningstar noted that searching for yield can be risky given the current volatility. In fact, three of the stocks have the potential to rise by more than 30%, according to Morningstar's analysts. GSK London-headquartered pharmaceutical giant GSK is also undervalued by more than 40%, according to Morningstar analyst Damien Conover. Philips' stock, which also trades in New York, has fallen to a decade low following criticism over its handling of a global recall of respiratory machines.

☆ Wall St Week Ahead 'Uncharted' sell-off in U.S. stocks has investors wondering when the pain stops
▼ + stars: | 2022-09-23 | by ( David Randall | ) www.reuters.com time to read: +5 min

A specialist trader works on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., September 22, 2022. REUTERS/Brendan McDermidNEW YORK, Sept 23 (Reuters) - A week of heavy selling has brought U.S. stocks and bonds to fresh bear market lows, with many investors bracing for more pain ahead. Goldman Sachs, meanwhile, cut its year-end target for the S&P 500 by 16% to 3,600 points from 4,300 points. Kevin Gordon, senior investment research manager at Charles Schwab, believes there is more downside ahead because central banks are tightening monetary policy into a global economy that already appears to be weakening. A recession would likely push the S&P 500 to trade between 3,000 and 3,500 in 2023, Jolly said.

☆ Wall St Week Ahead Investors wonder when vicious sell-off in U.S. stocks will end
▼ + stars: | 2022-09-23 | by ( David Randall | ) www.reuters.com time to read: +5 min

The S&P 500 is down more than 22% this year. If the S&P 500 closes below the mid-June low in the days ahead, that may prompt another wave of aggressive selling, Stovall said. Goldman Sachs, meanwhile, cut its year-end target for the S&P 500 by 16% to 3,600 points from 4,300 points. "The increased probability of breaking the June S&P 500 price low may be what it takes to invoke even deeper fear. A recession would likely push the S&P 500 to trade between 3,000 and 3,500 in 2023, Jolly said.

☆ Rouble surges, stocks fall as Russia holds Ukraine referendums
▼ + stars: | 2022-09-23 | by ( ) www.reuters.com time to read: +3 min

REUTERS/Dado RuvicSummarySummary Companies This content was produced in Russia where the law restricts coverage of Russian military operations in Ukraine. Sept 23 (Reuters) - The Russian rouble surged to new multi-week highs on Friday while stocks fell in volatile trade as Moscow mobilises some 300,000 extra troops for the conflict in Ukraine. But Russian stocks were deep in the red as markets remain jittery over how Russia's mobilisation drive will affect the conflict. Russian shares have seen heightened volatility all week in response to the mobilisation order and as Moscow stages referendums in four regions of Ukraine on joining Russia. For Russian equities guide seeFor Russian treasury bonds seeRegister now for FREE unlimited access to Reuters.com RegisterReporting by Jake Cordell.

☆ Assessing where the S&P 500 will bottom this time as it heads back toward June lows
▼ + stars: | 2022-09-22 | by ( Michael Santoli | ) www.cnbc.com time to read: +3 min

This is the daily notebook of Mike Santoli, CNBC's senior markets commentator, with ideas about trends, stocks and market statistics. Given how the oversold indicators are piling up, a test or near-test of buyer's appetites is underway or should be soon. Having 2022 act as the year when all the tough medicine was administered has some appeal both for policy makers and investors. -Seeing some migration toward lower-volatility stocks, pharma, staples, some energy and Microsoft bouncing small after a recent breakdown. Need new lows or a capital-markets accident to jerk it much higher.

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