finance charge rate cuts will be the 'rising tide' to lift equities, investment mix manager says

All eyes are on July’s Consumer Price Index (CPI) report, providing key insight into the health of consumers as they continue to battle inflationary pressures. Aptus Capital Advisors investment mix manager David Wagner joins Wealth! to discuss how the print may impact markets and how to best position your investment mix. Wagner notes that deflation … Read more

Starbucks stock rises on new chief executive officer news

Starbucks (SBUX) stock is skyrocketing Tuesday morning after a C-suite shakeup that has chief executive officer Laxman Narasimhan stepping down with Chipotle Mexican Grill (CMG) chief executive Brian Niccol to take up the new leadership mantle starting Monday, September 9. Inversely, Chipotle shares are falling on this news. Wedbush Securities managing director Nick Setyan and … Read more

US recession fears steadily on the rise: BofA survey

Institutional concerns over a potential recession have surged to 39%, according to the most recent lender of America Global Fund Managers survey. Included in that survey, however, is the fact that 76% of respondents believe the economy is headed for a soft landing scenario. Something to note is that half of investors in August believe … Read more

Navigating the bond sector ahead of Fed rate cuts

shares (^GSPC, ^DJI, ^IXIC) and Treasury yields (^TNX ^TYX, ^FVX) are negatively correlated for the first time since the 2023 regional banking crisis. With so much volatility (^VIX) in the markets and a potential finance charge rate cut on the agenda for the Federal Reserve’s September policy meeting, how should investors navigate the bond sector? … Read more

Chip shares will regain momentum over AI demand: Analyst

The chip sector saw a brief recovery last week after a large sell-off, with Nvidia (NVDA) once again leading the charge. Looking forward, chip shares look to regain momentum after August volatility, but can they capture their previous heights? KeyBanc Capital Markets Equity Research Analyst John Vinh joins Morning Brief to give insight into the … Read more

Why the Fed may wait until November to cut rates

Many on Wall Street are anticipating the Federal Reserve to make its first borrowing charge rate cut in September, according to the CME FedWatch tool. While many believe there has been enough data to show the economy is softening enough to prompt an borrowing charge rate cut, others do not share that same belief. Middleburg … Read more

Nvidia stock: Now is the time to scoop it up, analyst says

Nvidia (NVDA) has fallen from its heights in June with the overall tech sector taking a bit of a hit in the recent sector sell-off. Is it a buying opportunity? New Street Research technology infrastructure analyst Antoine Chkaiban joins Catalysts to give insight into why he believes it’s a good opportunity to buy Nvidia despite … Read more

Should investors be prepared for another sell-off?

US equities (^GSPC, ^DJI, ^IXIC) were hit with a number of financial anomalies including a carry trade, the Sahm rule, and mixed economic data which caused a large sell-off. While the industry seems to have begun to rebound, could there be more in store? Goldman Sachs global chief equity strategist Peter Oppenheimer joins Catalysts to … Read more

A recession lies 'not too far away' for the US: Strategist

While shares (^DJI, ^IXIC, ^GSPC) are bouncing back after a three-day sell-off, Rosenberg Research founder and president David Rosenberg believes it is just a “brief countertrend” amid a larger sell-off. He joins sector Domination to lay out this case and whether the US economy is on the brink of a recession. Rosenberg calls the movement … Read more

Sell-off similar to Black Monday in 1987, but it should pass: Yardeni

equities (^DJI, ^IXIC, ^GSPC) are taking a beating Monday morning as tech sell-offs drag down the major sector indexes and volatility (^VIX) spikes higher. Is July’s disappointing employment data mainly to blame? Yardeni Research President Ed Yardeni joins The Morning Brief to discuss how the unwinding in equity markets, especially overseas like in Japan’s Nikkei … Read more