Inflation takes over as the next big target for markets after July’s monster jobs report

Inflation takes over as the next big target for markets after July’s monster jobs report

Investors are focused on inflation over the coming week, after July’s strong jobs report signaled that the Federal Reserve may need to take an even tougher stance with interest rate hikes. This could also be a week in which investors watch whether rising Treasury yields begin to slow the summer rally in the tech sector. … Read more

How to position yourself as the bull market beckons

How to position yourself as the bull market beckons

Asset manager Dan Veru thinks US equities could suffer a sustained decline, before embarking on a “powerful rally” by the end of the year. A broad rally in US equities in July had raised hopes of a sustained stock market rebound. Speaking on CNBC’s “Squawk Box Europe” ahead of the start of Monday’s US trading … Read more

JP Morgan quant who called stocks’ summer rebound says rally could continue even as corporate earnings decline

JP Morgan quant who called stocks’ summer rebound says rally could continue even as corporate earnings decline

Investors worried about the next pullback in equities might want to pause and consider this: the fall in stock valuations since the start of the year has already exceeded the average pullback of other recessionary periods since the early 1990s, according to JPMorgan Chase & Co.’ s regarding equity Marko Kolanovic. As more Wall Street … Read more

4 takeaways from Monday’s Investing Club ‘morning meeting’

4 takeaways from Monday’s Investing Club ‘morning meeting’

Each weekday, the CNBC Investing Club with Jim Cramer hosts a “Morning Meeting” live stream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. Now is not the time to be greedy Oil Slumps Quick Mentions: WMT, COST, DHR, CRM, LLY AMD Earnings This Week 1. Now is not the time to be … Read more

Investors are obsessed with the magnitude of the Fed’s next rate hike. Here’s what they’re missing.

Investors are obsessed with the magnitude of the Fed’s next rate hike.  Here’s what they’re missing.

Debate has simmered over whether Federal Reserve policymakers will raise the federal funds rate by three-quarters of a percentage point later this month, as they did in June, or step up their campaign to fights inflation with a full one-point hike—-something that hasn’t been seen in the past 40 years. Friday’s economic data, which included … Read more