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Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to spotlight energy in his "Best Stocks in the Market"
The Fed chair warns ‘there is no risk-free path' after officials cut rates last week
Elevated P/E ratios and low volatility signal investor complacency. Current volatility levels for all major indices (including the SP500, Nasdaq, Dow, and small caps) are well below historical averages, despite considerable macroeconomic and geopolitical uncertainties.
Wall Street paused on Tuesday after three straight sessions of strong gains that pushed major large-cap indices to fresh records.
Federal Reserve Chair Jerome Powell says the outlooks for the labor market and inflation face risks during an event at the Greater Providence Chamber of Commerce in Rhode Island. Sign up for the Economics Daily newsletter to discover what's driving the global economy and what it means for policy makers, businesses, investors and you: https://bloom.bg/4535pfS -------- More on Bloomberg Television and Markets Like this video?
Gold and the stock market don't usually share the spotlight. When they do, it might mean the usual signals of fear and confidence are colliding.
Here are the best sectors and strategies to navigate the market as the Federal Reserve cuts interest rates, according to CFRA Research's Sam Stovall.
Equities and risk assets enjoy a positive medium-term outlook, supported by resilient US/global business cycles, earnings growth, and monetary easing. US economic growth is slowing but remains above recessionary levels, with strong household/corporate balance sheets and robust high-frequency data.
Powell on Tuesday noted that asset prices, a category that typically includes stocks and other risk instruments, are at elevated levels.
Powell said there is reason to be concerned about the job market, while inflation remained "somewhat elevated."
Goldman Sachs economists expect US productivity growth to accelerate further as increases in artificial intelligence (AI) adoption and investment boost capital per worker and improve efficiency, they wrote in a research note published on Monday. They cautioned, though, that while it is likely premature to fully attribute these developments to AI, the economists suggest that the recent productivity rebound in the US reflected a strong pace of technological innovation.
Mike Novogratz, Galaxy Digital founder and CEO, says stocks are having a "euphoric moment" right now. He says this could be the last leg of a very long bull market.
Midcap stocks can stand up to the market's megacap giants
Central bankers are rarely known for theatrics, but the tone from Jerome Powell on Tuesday was notably measured. Speaking in Rhode Island, the Federal Reserve chair warned against moving too quickly on interest rate cuts, even as some of his colleagues clamour for sharper action.
I reiterate a buy recommendation on assets tracking main US indices, citing economic resilience, robust GDP growth, and continued technology-driven momentum. Small caps and large caps have both reached all-time highs, supported by Fed rate cuts and strong investor demand for AI-related stocks.
Rob Rowe, Citi Research head of global strategy, joins CNBC's 'Money Movers' to discuss the Fed's rate cut path, why he sees more easing ahead, and what it means for stocks, gold, and the labor market.
Fed Chair Jerome Powell said that weakness in the labor market is outweighing concerns about stubborn inflation, leading to a decision to lower the central bank's key interest rate last week. "This policy stance, which I see as still modestly restrictive, leaves us well positioned to respond to potential economic developments," he added in a speech delivered in Rhode Island.
The Fed chair warns ‘there is no risk-free path' after officials cut rates last week
The US stock market, driven by AI giants like Nvidia (NVDA), is showing signs of extreme overvaluation reminiscent of past asset bubbles. Valuation metrics such as Buffett's indicator and the Shiller P/E ratio are at historic highs, fueled by the dominance of the 'Magnificent 7' tech stocks.
WSJ chief economics correspondent Nick Timiraos joins CNBC's 'Money Movers' to discuss what to expect from Fed Chair Powell's speech, why officials see shifting risks, and why markets are eyeing October as the next likely rate cut.