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'the bond vigilante is coming back,' ubs strategist says
The "bond vigilantes are coming back" as investors continue to sell amid the prospect of a growing fiscal deficit, according to UBS Asset Management's...
October 23, 2023, 6:16 am
Play of the day recaps: october 16 – 20, 2023
Our FX strategists had a very effective week as 3 out of 4 discussions played out strongly in their favor, highly likely leading to positive outcomes ...
October 22, 2023, 4:13 pm
Kenvue is one of few ipos trading cheap relative to long-term value: lido advisors' gina sanchez
Gina Sanchez, Lido Advisors chief market strategist, joins 'The Exchange' to discuss IPOs performing below their debut prices, defensive IPO names to ...
October 20, 2023, 2:28 pm
Jp morgan warns that if the fed cuts rates it'll be for the wrong reasons, stocks to fall
Hugh Gimber, global market strategist at JPMorgan Asset Management spoke on CNBC (gated):believes Fed c...
October 19, 2023, 1:57 am
Breaking down tesla's third-quarter earnings
Morningstar Senior Equity strategist Seth Goldstein discusses Tesla's third-quarter earnings with Romai...
October 18, 2023, 5:18 pm
Usd/cad: push under 1.3605 to trigger a move to the low 1.35 area – scotiabank
USD/CAD little changed in low 1.36s. Shaun Osborne, Chief FX strategist at Scotiabank, analyzes the pai...
October 18, 2023, 1:44 pm
From bonds to transports, the message is clear, says technical strategist: ‘the high for equities is not in.’
On a day of rising geopolitical tensions, this technical strategist says there are plenty of reasons to...
October 18, 2023, 11:14 am
Gold price forecast: xau/usd benefitting from haven flows triggered by the geopolitical tension – anz
Gold price rebounded on haven demand following Hamas’s 7 October attack on Israel. Strategists at ANZ Bank analyze the yellow metal’s outlook. Gol...
October 18, 2023, 10:44 am
Energy stocks tipped as israel/hamas fighting keeps oil prices 'higher for longer'
Oil and energy stocks are expected to see extended support from Middle East geopolitics, according to investment bank strategists, with Barclays sayi...
October 18, 2023, 9:11 am
Mismatched bank equities is the ‘core problem’ government will go after: dick bove
Odeon Capital Group chief financial strategist Dick Bove gives an analysis of the banking sector amid a...
October 17, 2023, 1:29 pm
Bonds and gold: strategist adds to positions as geopolitical worries intensify
JPMorgan Chase & Co.'s Marko Kolanovic is taking a defensive approach to markets amid a flare up in geopolitical risks and restrictive monetary policy...
October 17, 2023, 12:31 pm
Volatility in the treasury market likely isn't over and the 10-year yield could reach 5%, blackrock says
Volatility in the US Treasury market isn't over yet, BlackRock strategists warned. The asset manager said the 10-year Treasury yield will probably hit...
October 17, 2023, 10:07 am
Play of the day recaps: october 9 – 13, 2023
Wild week in the markets with geopolitical developments in focus early & late in the week, mixed with top tier U.S. catalysts. How did our strategists...
October 14, 2023, 5:36 pm
We maintain a forecast of eur/usd 1.02 on a 3-month view – rabobank
Jane Foley, the Senior FX strategist and Head of FX Strategy at Rabobank’s RaboResearch is out with a...
October 13, 2023, 6:14 pm
I’m more optimistic on fixed income than equities at this juncture, says stonex’s kathryn rooney vera
Kathryn Rooney Vera, StoneX chief market strategist, joins ‘Squawk Box’ to discuss latest market trends, earnings expectations outlook, Treasury y...
October 13, 2023, 4:44 pm
How q3 earnings seasons could influence the fed: hsbc chief multi-asset strategist
Third-quarter earnings are just beginning to trickle in, giving investors more options amid ongoing geopolitical conflicts and inflation concerns. Whi...
October 13, 2023, 11:01 am
Welcome to ‘pantophobia.' markets have a ‘fear of everything,' says bny-mellon.
That was a BNY Mellon strategist summing up the market mood on Friday, as big earnings reports started ...
October 13, 2023, 11:00 am
Us bonds - "we are not done testing a 5% yield on the 10-year note or 30-year bond"
Media reports (MarketWatch / Dow Jones) with comments from Marc Chandler, chief market strategist at Ba...
October 13, 2023, 2:59 am
China’s us$1.35 trillion sovereign fund boosts stake in big four banks (cny intervention?)
The South China Morning Post (may be gated) reported on China’s US$1.35 trillion sovereign wealth fund increasing its equity stakes in the nation’...
October 13, 2023, 12:57 am
Jp morgan analyst shrugs off the us cpi data: really not much going on
JPMorgan Asset Management Chief Global strategist David Kelly was interviewed (Bloomberg TV) after the ...
October 12, 2023, 11:32 pm