Stock Market News
Bullish In 2024? Inflation Is Abating
The stock market continues to be strong after the latest earnings season. However, some A.I.
Investments that are good for both the climate & economy completely overlap: Guggenheim's Schwartz
CNBC's Brian Sullivan interviews Alan Schwartz, Guggenheim Partners, from the CERAWeek conference in Houston, Texas.
Time is running out for interest rate cuts, market forecaster Jim Bianco warns before Fed meeting
"I'm in the camp that the Fed does not change policy in the summer of an election year," the Bianco Research president told CNBC's "Fast Money" on Monday.
Fed will have it's initial rate cuts mid-year, with 3 cuts in 2024: Analyst
Treasury yields are trending higher as investors brace themselves for the Federal Reserve's highly anticipated decision on Wednesday. To shed light on the factors driving this yield movement, Truist's...
March Market Madness
For college basketball fans, March is one of the best times of the year. We all get to fill out several NCAA tournament brackets, only to have them busted after a few games.
Fed may not cut rates at all this year, according to market forecaster Jim Bianco
Jim Bianco, Bianco Research president, joins 'Fast Money' to discuss what's ahead for the Federal Reserve, the impact of elevated rates on bond yields, the state of the U.S. economy and more.
Even Hot A.I. Stocks Are Not Recession Resistant
Should the Federal Reserve cut rates and be done? Investors are spooked by recent inflation readings.
Markets have a new growth engine in generative AI, strategist says
The Federal Open Market Committee (FOMC) will meet this Wednesday. While news from the Federal Reserve has impacted markets in the past, so far US Equities (^GSPC, ^DJI, ^IXIC) have remained steady an...
S&P 500 Gains and Losses Today: Tesla Shares Jump After Model Y Price Increase
Major U.S. equities indexes jumped higher on Monday ahead of this week's Federal Reserve meeting. Although the central bank is likely to hold interest rates steady for now, investors will be watching ...
Infrastructure is the most exciting story in private markets, says Goldman Sachs' Elizabeth Burton
Elizabeth Burton, Goldman Sachs Asset Management client investment strategist, joins 'Closing Bell' to discuss her investment playbook and how to play the market bounce.
More upside opportunity for the S&P 500 between now and year end: Evans May Wealth's Brooke May
Brook May, Evans May Wealth managing partner and Viktor Shvets, Macquarie Capital head of global desk strategy, joins 'Closing Bell Overtime' to talk the day's market action.
Here are 3 reasons the stock market looks overdue for a 10% slide, according to one longtime strategist
U.S. stocks look headed for a correction — traditionally a pullback of at least 10% — in the coming weeks and months, according to one veteran market strategist.
U.S. economy is still sunny, but storm clouds might be moving in
The U.S. economy entered 2024 on a hot streak, but the persistence of high inflation has raised fresh questions about whether growth will suffer a big chill.
RBC's Lori Calvasina anticipates a market pullback in the short-term
Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Closing Bell' to discuss market valuations compared to sentiment data.
Here's the reality about the mutual funds and ETFs that beat the stock market in 2023
Don't be fooled by last year's improvement in the percentage of mutual-fund managers who beat the stock market. That ability over the long run remains as low as ever.
Trivariate's Adam Parke: Risk-taking is still skewed to the positive
Adam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss the signs of froth from emerging markets and whether he believes we're still in a bull market.
Goldman Sachs now sees just 3 rate cuts in 2024 amid persistently hot inflation
The Federal Reserve will cut interest rates just 3 times in 2024, according to Goldman Sachs. The bank lowered its forecast for 4 interest rate cuts after elevated inflation data.
Odds of a June rate cut by Fed slip below 50%, according to this gauge
In the run-up to Wednesday's policy update by the Federal Reserve, traders in overnight index swaps gravitated toward a less-than-50% likelihood that policy makers will deliver their first interest-ra...
AI Stocks Are Pricey. 8 Ways to Avoid the Usual Suspects.
Morgan Stanley strategists identified general categories of AI-exposed stocks. The “adopters” is worth a look.
Fed may scale back expectations for 3 rate cuts in 2024: Investment manager
Ahead of the Federal Open Market Committee (FOMC) meeting on Wednesday, the market has gained some momentum. Investors are no longer anticipating a rate cut announcement at the March gathering, with t...
A 2024 Pulse Check of the 60/40 Portfolio
The heated debate surrounding traditional 60/40 portfolios in today's markets has dwindled in recent months. Given ongoing market volatility and the growing popularity of alternatives, does the tradit...
The biggest risk to the markets could be the Fed's dot plot this week: YF's Josh Schafer
The Federal Reserve begins its March meeting on Tuesday. On Wednesday, the central bank will release not only its latest decision on interest rates but also the latest Summary of Economic Projections ...
Inflation Remains Sticky, Yellen Buckles
The Federal Reserve interest rate hike cycle began two years ago and inflation remains sticky. Wayne Kaufman says that the 10-Year Yield is nowhere near an overbought level.
Why earnings growth, not the Fed's interest-rate policy, is driving U.S. stocks
U.S. stocks have been unaffected by higher interest rates from the world's most powerful central bank over the past few years, as incremental earnings growth gives investors ample reasons to pour mone...
Treasury yields on verge of level that could disrupt the stock-market rally, warns strategist
As two key central bank meetings loom, one high-profile Wall Street strategist warns that rising Treasury yields could derail a record-setting rally in U.S. stocks if they surpass one key level.
Don't underestimate the Great Wealth Transfer, Sallie Krawcheck says
As investors' focus zones in on the Federal Reserve's FOMC meeting this Wednesday, the market momentum has shifted, pushing many to pivot their portfolios. Ellevest CEO Sallie Krawcheck — whose invest...
Bahnsen Group's CIO: Dividend growers perform 'far better' in markets
David Bahnsen, chief investment officer at the Bahnsen Group, joins 'The Exchange' to discuss the benefits of dividend growth investing, finding opportunities between American and international market...
The next leg of the AI rally
CNBC's Kristina Partsinevelos joins ‘Halftime Report' to discuss the latest news on Nvidia's upcoming AI conference.
Why S&P 500's consumer-discretionary sector is ‘left behind' in U.S. stock market
The S&P 500's consumer-discretionary sector is one of the worst-performing areas of the U.S stock-market index this year, struggling to keep up with its growthy peers, according to Piper Sandler.
Wall Street Cash Flows at Key Moment for Women's Sports
With financing from JPMorgan Chase & Co., the $117 million stadium for the women's professional soccer team in Kansas City shows Wall Street's growing recognition of the potential returns, says Palmer...
Global inflation not yet defeated, BIS warns
The world's top economies are on track for a "soft landing" but inflation has not yet been fully defeated, the head of a central bank umbrella group warned on Monday just as policymakers debate the me...
2 reasons why the South will stay the hottest housing market in the US
The hottest housing market in America is poised to see continued price gains, according to Capital Economics. The firm said strong employment trends bode well for the housing market in the south.
Charles Schwab's Kathy Jones: Bracing for potentially hawkish Fed meeting this week
Kathy Jones, Charles Schwab chief fixed income strategist, joins 'Money Movers' to discuss why investors should prep for a hawkish meeting from the Federal Reserve, whether the inflationary downtrend ...
Here's why Rosenberg Research founder is still expecting a recession this year
David Rosenberg, Rosenberg Research founder and president, joins 'Money Movers' to discuss why he is sticking with his recession call, what's been surprising on the growth side of the economy, and mor...
US yields nearing level that could pressure stocks, Morgan Stanley says
U.S. stocks have climbed this year despite rising Treasury yields, but equities could become more sensitive if yields push higher from current levels, Morgan Stanley strategists said on Monday.
Strategist expects Fed Chair Powell to be 'a bit more hawkish' on rate cut timeline
US equities (^GSPC, ^DJI, ^IXIC) are moving higher ahead of the Federal Reserve's FOMC meeting on Wednesday, March 20. Some financial firms have lowered their targets for interest rate cuts from the c...
Stock market: Every indicator points to a 'historic bubble,' strategist says
Is a bubble forming around the stock market (^DJI, ^IXIC, ^GSPC)? And if so, is it about to burst?
Nasdaq Says Tech Issue That Halted Trades for Over Two Hours Is Resolved
Nasdaq (NDAQ) said it has resolved an issue that disrupted pre-market trading for over two hours Monday morning.
Surging immigration will boost the US labor force and send GDP higher, Goldman says
The US economy is set to grow faster because of a surge in immigration, according to Goldman Sachs. The bank raised its 2024 GDP forecasts because of the increased labor supply due to immigration.
Opening Bell: March 18, 2024
Watch the opening bell for the New York Stock Exchange and the Nasdaq from March 18, 2024
The Fed's dot plot isn't something to be super concerned about, says Goldman Sachs' Lindsay Rosner
Lindsay Rosner, Goldman Sachs Asset Management head of multi-sector fixed income investing, joins 'Squawk Box' to preview the Fed's upcoming meeting this week, why she believes the focus for investors...
Retail And Tech Insights: February Recap And Future Outlook
February results didn't help anyone trying to make heads or tails of how 2024 is going to go in retail. February retail sales were up year over year, but so was inflation.
It's Misguided to Think the Fed Will Provide Any Certainty: Claudia Sahm
Sahm Consulting founder Claudia Sahm says her hope for the March meeting of the Federal Reserve's policy-setting Federal Open Market Committee is that it is "the most boring meeting ever and you have ...
State of retail investors: IG North America CEO on the top bullish and bearish bets
JJ Kinahan, IG North America CEO, joins 'Squawk Box' to discuss the state of retail investors, why he believes the current market rally is one that most investors don't like very much, the top bullish...
JPM's Dicenso: Stocks Will Keep Hitting New Highs
Monica Dicenso, JPMorgan Private Bank head of global investment opportunities, says stocks could still gain five, six or seven percent from here. She talks about how to put cash to work during this ra...
Rate hikes do not ‘matter too much' for Japanese stocks
Rate hikes do not “matter too much” for Japanese stocks in in the medium to long term, says Stefaine Holtz-Jen of Deutsche Bank. Why is Holtz-Jen bullish on Japanese stocks?
Markets Try Ending Two Week Slip As Interest Rate Decision Looms
For the first time this year, stocks are coming off consecutive weeks of back-to-back losses. The S&P 500 ended down 0.72% on Friday while the Nasdaq Composite fell just under 1%. The S&P is sitting r...
Roger Ferguson: Taking my expectation down to two rate cuts this year
Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to preview this week's Fed meeting, what to expect from Fed Chair Powell's commentary, interest rate outlook and more.
There's really no need for the Fed to lower interest rates, says Ed Yardeni
Ed Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, the Fed's interest rate outlook, state of the U.S. economy, and more.
How Wall Street behaves prior to market tops
Traders should keep this in mind, since otherwise they may conclude that contrarian analysis has stopped working. For several months now the mood on Wall Street has been extremely optimistic—and yet t...