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☆ Midterms could be a positive catalyst for stocks as investors await next big inflation report
▼ + stars: | 2022-11-04 | by ( Patti Domm | In | ) www.cnbc.com time to read: +6 min

There are two big hurdles for markets in the week ahead - another potentially hot consumer inflation report and the Congressional midterm elections. "100% of the time, the S & P 500 has been up 12 months after the midterm election." Midterm rallies Stocks tend to gain in the final months of midterm election years, and strategists have been expecting the market to move higher. CFRA Chief Market Strategist Sam Stovall said even when interest rates are climbing, the midterm election has been a catalyst for stocks. He examined market performance in other midterm election years when interest rates were going up.

☆ Stovall: Staples, healthcare, utilities, and energy stocks will do well to hedge against inflation
▼ + stars: | 2022-11-03 | 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 EmailStovall: Staples, healthcare, utilities, and energy stocks will do well to hedge against inflationSam Stovall, Chief Investment Strategist at CFRA, joins Worldwide Exchange to discuss which sectors are driving the markets.

☆ Here's a way to juice your returns to play the seasonally strongest six months of the year
▼ + stars: | 2022-10-31 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

How you play it could make a difference to your returns, according to CFRA. The rule of thumb, popularized in the Stock Trader's Almanac, is that November through April are the strongest six months in any given year for the S & P 500 . The average price gains from equal exposure to these sectors was 9%, compared with 6.7% for all of the S & P 500, Stovall pointed out. Since 1992, the S & P 500 gained an average 15.2% in November through April of those years. Investors can also get exposure through individual sector ETFs, such as the Consumer Discretionary Select Sector SPDR Fund , the Industrial Select Sector SPDR Fund , the Materials Select Sector SPDR Fund and the Technology Select Sector SPDR Fund .

☆ The market should rally during this time of year, even as tech struggles and new leaders emerge
▼ + stars: | 2022-10-31 | by ( Patti Domm | In | ) www.cnbc.com time to read: +5 min

"You could say small cap value but you could also find within large cap, stocks that are relatively cheap. The S & P 500 , on track for a nearly 8% gain for October, was off 0.7%. But the small cap Russell 2000 and the S & P 600 small cap value were up slightly for the day. If the S & P 500 performs as it has on average, it could rise to 3,950, the analysts note. "My conviction is higher that [S & P 600] will outperform than it will go up in absolute terms," he said.

☆ One ETF manager is beating the market using this method to find better income stocks
▼ + stars: | 2022-10-25 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Kevin Simpson is navigating this inflationary environment by targeting companies that use free cash flow to raise dividends. DIVO includes roughly 25 to 30 large-cap, blue chip stocks that have a history of raising dividends and, more importantly, increasing earnings to support those dividends, according to the portfolio manager. Simpson said he is interested in stocks such as Devon Energy that are raising dividends for shareholders using free cash flow, in addition to a more usual fixed dividend. Devon Energy said earlier in 2022 that it's earmarking up to half its free cash flow to return to shareholders. It has a 3.3% dividend yield.

☆ Stock futures are flat as investors await big tech earnings
▼ + stars: | 2022-10-24 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Stock futures were flat in overnight trading Monday as investors looked ahead to big technology earnings for further clues into the health of the U.S. economy. Futures tied to the Dow Jones Industrial Average traded marginally higher, while S&P 500 and Nasdaq 100 futures added 0.09% and 0.02%, respectively. Shares of Amazon slipped slightly in after hours trading on reports of a hiring freeze, while Discover Financial shed more than 1% on disappointing earnings results. Investors this week remain laser-focused on earnings from the biggest technology companies, with reports from Alphabet and Microsoft due Tuesday. On the economic data front, S&P/Case-Shiller August home prices, FHFA August home prices and October consumer confidence are slated for release Tuesday.

☆ Stocks could continue to break higher as Apple, big tech report earnings in week ahead
▼ + stars: | 2022-10-21 | by ( Patti Domm | In | ) www.cnbc.com time to read: +9 min

The three major averages closed higher Friday, with the S & P 500 adding 2.37% to close at 3,752.75. Stovall said the S & P 500 had six positive moves of 1% or more in the last 17 trading days, as of Friday. Earnings, earnings, earnings About 150 S & P 500 companies report earnings in the coming week. Technically speaking Scott Redler, partner with T3Live.com, said he is watching a formation in the S & P 500 that could be positive. His first target for the S & P 500 is 3,800.

☆ U.S. recession could set in by end of year, says Stifel chief economist
▼ + stars: | 2022-09-29 | 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. recession could set in by end of year, says Stifel chief economistSam Stovall, CFRA Research chief investment strategist, and Lindsey Piegza, Stifel chief economist, join CNBC's 'Squawk Box' to lay out their market forecasts ahead of the open.

☆ 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.

☆ We could be setting ourselves up for a nice extended relief rally, says CFRA's Sam Stovall
▼ + stars: | 2022-09-22 | 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 could be setting ourselves up for a nice extended relief rally, says CFRA's Sam StovallCFRA's Sam Stovall joins 'Closing Bell' to discuss yesterday's Fed decision to raise rates 75 bps and says we could be in for a new market low, largely due to that decision.

☆ FedEx pops following early earnings release
▼ + stars: | 2022-09-22 | 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 EmailFedEx pops following early earnings releaseCNBC's Frank Holland reports on FedEx earnings. CFRA's Sam Stovall joins the discussion to talk about the transports.

☆ Have to differentiate the short-term murkiness from long-term opportunity, says UBS's Alli McCartney
▼ + stars: | 2022-09-22 | 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 EmailHave to differentiate the short-term murkiness from long-term opportunity, says UBS's Alli McCartneyAlli McCartney, UBS Private Wealth Management, and CFRA's Sam Stovall join 'Closing Bell' to discuss yesterday's Fed announcement and where they see things heading from here.

☆ Stocks could struggle as investors read the Fed's message to mean a recession is more likely
▼ + stars: | 2022-09-22 | by ( Patti Domm | In | ) www.cnbc.com time to read: +5 min

Lerner said investors should also realize that higher rates in the bond market could pressure stocks as investors look for attractive yield elsewhere. Sam Stovall, chief investment strategist at CFRA, said the more hawkish Fed does not mean the market will keep from rallying in the fourth quarter. The fourth quarter in a mid-term election year is often positive, after stocks crater in September and early October in the typical seasonal pattern. Stovall said he is less enthusiastic about a fourth quarter rally, but it could still happen. "I'm not giving up on a fourth quarter rally, but it might start with a lower case 'r'," he said.

☆ Analysis: Rally in U.S. consumer stocks teeters with Fed, inflation in focus
▼ + stars: | 2022-09-21 | by ( David Randall | ) www.reuters.com time to read: +5 min

read moreRegister now for FREE unlimited access to Reuters.com RegisterThe gains in the consumer discretionary sector may prove fleeting. read moreStill, some investors believe inflation and growth woes may already be largely reflected in many consumer discretionary shares. "But we're seeing a lot of consumer stocks that we think will hold up and come out of this in a better position." Consumer stocks are rallying despite looming Fed hikes. Global fund managers have remained bearish on consumer discretionary stocks despite recent gains, with nearly 25% of those surveyed by BofA Global Research this month underweight the sector - the most of any group.

☆ There's one number that could be key to how markets trade right after the Fed meets
▼ + stars: | 2022-09-21 | by ( Patti Domm | In | ) www.cnbc.com time to read: +6 min

(A basis point equals 0.01 of a percent) Besides the rate hike, the market is intently focused on the terminal rate. Expectations for the Fed's terminal rate also soared. Before the August CPI report, the futures market was pricing in a terminal rate at just about 4% for next April. In the futures market, "the terminal rate went up 40 basis points in 24 hours," he said. But NatWest Markets expects the Fed could indeed have a terminal rate of 5%.

Raindrops hang on a sign for Wall Street outside the New York Stock Exchange in Manhattan in New York City, New York, U.S., October 26, 2020. Unexpectedly hot August inflation data last week also raised bets on increased rate hikes down the road, with the terminal rate for U.S. fed funds now at 4.47%. The Fed regards a recession as regrettable, but necessary to fight inflation," Grisanti said. The CBOE volatility index (.VIX), also known as Wall Street's fear gauge, rose to 27.72 points, inching closer to a more than two-month high. Focus will also be on new economic projections, due to be published alongside the policy statement at 2 p.m.

☆ The Fed will likely refrain from a 100-basis-point rate hike this week to avoid unnerving already anxious markets, CFRA says
▼ + stars: | 2022-09-19 | by ( Carla Mozée | ) www.businessinsider.com time to read: +2 min

The Federal Reserve is set to raise interest rates on Wednesday, but it's unlikely to hike them by 100 basis points, CFRA said Monday. The Fed led by Chair Jerome Powell is expected on Wednesday to deliver its fifth rate increase of 2022. Investors widely expect a third consecutive increase of 75 basis points to bring the fed funds rate to a range of 3% to 3.25%. But investors also see a 20% probability the Fed would vote for an increase of 100 basis points, or 1 percentage point, according to the CME FedWatch tool. "Despite the possibility of an additional near-term decline in equity prices, CFRA Research still thinks the June lows will hold," he wrote.

Raindrops hang on a sign for Wall Street outside the New York Stock Exchange in Manhattan in New York City, New York, U.S., October 26, 2020. Five of the 11 S&P 500 sectors were down in early trading. Unexpectedly hot August inflation data last week also raised bets on increased rate hikes down the road, with the terminal rate for U.S. fed funds now at 4.48%. The S&P 500 has lost 19% so far this year on worries of a central bank-induced recession amid recent warnings of slowing demand from delivery firm FedEx and an inverted U.S. Treasury yield curve. The CBOE volatility index (.VIX), also known as Wall Street's fear gauge, rose to 27 points, inching closer to a more than two-month high.

☆ Lower gas prices push consumer confidence to highest level since May
▼ + stars: | 2022-08-30 | by ( Martha C. White For Cnn Business | ) edition.cnn.com time to read: +4 min

CNN —Lower gas prices helped consumer confidence bounce back in August, breaking a three-month stretch of worsening sentiment. “Expectations are more sensitive to movements in gas prices,” Shepherdson said in a research note, adding that the continued slide in gas prices could be a tailwind for the survey results. However, while the consumer confidence number is promising, “this is one month,” she cautioned. Consumer confidence is a pretty fickle reading.”The big risk is that what the gas pump giveth, the gas pump taketh away, as Patrick DeHaan, head of petroleum analysis at GasBuddy, told CNN Business in an opinion column published Tuesday. “It is a real drain on disposable income [and] it ends up acting as a depressant on consumer confidence,” Stovall said.

☆ The latest jobs report doesn't support the stock market's bullish narrative
▼ + stars: | 2022-08-05 | by ( Bob Pisani | ) www.cnbc.com time to read: +1 min

Wage growth was up 0.5% month-over-month, 5.2% year over year, also above expectations. Bulls also wanted lower wage growth to show inflation was peaking. Good news: strong jobs market argues against recession! Bad news: Strong jobs number and a hot wage number refutes the "peak inflation" narrative. Most of this week has been spent watching whether the S & P 500 can break into a new trading range, something between 4150-4200 maybe.

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