Sentences with phrase «jefferies equity strategist»

«In our experience, geopolitical shocks tend to provide a buying opportunity, unless there is: an underlying economic slowdown... clear cut overvaluation; or a monetary tightening,» Andrew Garthwaite, an equity strategist at Credit Suisse, wrote in a note reported by CNBC.

«Financial conditions will tighten this year, and we can no longer say that investor sentiment and positioning is muted,» Mike Wilson, Morgan Stanley's chief US equity strategist, wrote in a client note.

That isn't likely to be the case, according to Tobias Levkovich, Citigroup's chief US equity strategist.

«We expect both a deterioration in earnings quality and a peak in organic growth in 2018,» Mike Wilson, Morgan Stanley's chief US equity strategist, wrote in a client note.

James Barty, European equity strategist at Bank of America Merrill Lynch, discusses investor strategies when it comes to China's market volatility.

As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»

The Bank of America Merrill Lynch equity strategist Dan Suzuki has identified three main drivers.

Jonathan Golub, chief U.S. equity strategist at Credit Suisse, discusses earnings, stocks and much more with Sara Eisen.

«While each issue has merit, we believe investors are under - estimating the market's potential upside, and over-estimating risks,» said Jonathan Golub, Credit Suisse's chief U.S. equity strategist.

«Global fund managers see the profit outlook in Japan as favorable amid a strong earnings season,» Shusuke Yamada, chief Japan FX / equity strategist at BoAML, said in a statement.

Gary Evans, chief global equity strategist at HSBC, who downgraded his view on the market to underweight from neutral this week, believes investors may be placing too much hope on decisive action from the Bank of Japan (BoJ).

Look at investment opportunities in Southeast Asian, says Morgan Stanley's chief Asia and emerging equity strategist.

«You've got to pick your winners — it's not a slam dunk as a full sector call,» says Kate Moore, BlackRock's chief equity strategist.

Michael Wilson, chief U.S. equity strategist at the firm, said in a note Monday that the S&P 500 could reach his «bull case» target of 3,000 «by the middle of the year as investors bid up P / Es toward 18.5 x on one last surge of euphoria before settling back down by year end.»

Steven DeSanctis, Jefferies equity strategist, shares his thoughts on first quarter earnings for large and small cap companies.

Citi Equity Strategist Jonathan Stubbs speaks about the U.K. economy on the release of the Bank of England's Credit Conditions Survey.

«On a very short - term basis it's getting a little ahead of itself,» Matt Maley, equity strategist at Miller Tabak, told CNBC's «Trading Nation» on Tuesday.

According to David Kostin, the chief US equity strategist at Goldman Sachs, companies will return $ 200 billion of the $ 1 trillion of cash held overseas in 2017.

The prediction represents a considerably more bullish tone for Goldman, whose chief U.S. equity strategist, David Kostin, has been reserved in his expectations.

Goldman Sachs chief U.S. equity strategist David Kostin says rising trade tensions between China and the U.S. are a «minimal risk» to the S&P 500's profits.

«Steel is the primary material used by Automobile manufacturers Ford (F) and General Motors (GM),» David Kostin, chief U.S. equity strategist at Goldman Sachs, and a team of analysts said in a Friday report.

«Steel is the primary material used by automobile manufacturers Ford (F) and General Motors (GM),» David Kostin, chief U.S. equity strategist at Goldman Sachs, and a team of analysts said in a Friday report.

«Even after the President signs tax reform into law, company - level implications will remain unclear for quite some time,» Jonathan Golub, chief U.S. equity strategist at Credit Suisse, told clients.

The strategist's target is just below the median 2,850 forecast of 13 other equity strategists surveyed by CNBC.

«The typical correction took 70 trading days to trough and 88 days to recover,» David Kostin, Goldman's chief U.S. equity strategist, told clients Monday.

In July, Goldman's chief global equity strategist, Peter Oppenheimer, recommended investors buy domestic - oriented stocks in the event of a trade war.

Morgan Stanley's chief US equity strategist, Mike Wilson, however, thinks the situation is far less dire than before, and argues the big drop in short - volatility products actually helped flush out risky positions.

Just based on earnings, the tech sector should be heading higher, said Keith Parker, chief U.S. equities strategist at UBS.

Jonathan Golub, the chief equity strategist at RBC Capital Markets, said Tuesday that market moves including the tightening of polls and the FBI ending its investigation into Clinton's emails have given a strong indication of how markets will move after the election.

Although it is a tech company, Ryan Lewenza, a U.S. equity strategist with TD Asset Management, says investors shouldn't expect a ton of growth from this business.

Yesterday, Goldman's chief US equity strategist David Kostin warned in a note cited by Bloomberg about the consequences of such a disappointment: «Financial market reconciliation lies ahead,» he wrote.

«The Fed has to do this,» said Tobias Levkovich, Citigroup U.S. equity strategist.

«The stock has broken down badly,» Matt Maley, equity strategist at Miller Tabak, told CNBC's «Trading Nation» on Tuesday.

David Kostin, chief U.S. equity strategist at Goldman Sachs, says the parallels between recent market action and that in March 2000, when the tech bubble burst, «dominated client discussions» last week.

«S&P 500 price - to - earnings is demanding excluding mega-caps and likely dependent on interest rates staying low versus history,» says David Bianco, chief U.S. equity strategist at Deutsche Bank.

Mike Wilson, Morgan Stanley & Co.'s chief U.S. equity strategist, is overweight industrials as he calls for a late - cycle, pro-cyclical rally.

It's a countertrend rally,» said Sam Stovall, U.S. equity strategist at S&P Global Market Intelligence.

Chief Asia Equity Strategist Jonathan Garner expects 26.5 % year - over-year average earnings growth for components of the benchmark Tokyo Stock Price Index in 2017, followed by 9.8 % growth in 2018.

Phil Orlando, chief equity strategist at Federated Investors and head of its Global Allocation fund, said he was not put off by the fact that U.S. home ownership rates hit a 20 - year low in the fourth quarter.

Citigroup chief U.S. equity strategist Tobias Levkovich sees a smaller decline of about 3 to 5 percent if Trump wins, given in part the S&P's nine days of declines.

Daiwa Capital Markets Chief APAC Equity Strategist discusses Xiaomi's Hong Kong IPO filing, and talks about the markets.

Scott Wren, equity strategist with Wells Fargo Investment Institute, said he expects stocks to finish the year higher, setting up for a positive 2016.

«It's like a horse race,» said Sam Stovall, chief equity strategist at S&P / Capital IQ.

«The reality is you're not going to get a lot of new incremental data from the minutes,» said Bank of America Merrill Lynch equity strategist Daniel Suzuki.

Tom Lee, the former chief equity strategist at J.P. Morgan Chase is amongst the few, if not the only Wall Street analysts who are providing regular thoughts and analysis on Bitcoin and the overall state of the crypto market.

Speculation that U.S. stocks have risen too far, too fast fueled losses earlier in the week as Raymond James & Associates Inc. said equities are vulnerable and Citigroup Inc.'s chief U.S. equity strategist cited concerns for a «severe» pullback.

Kate Moore, BlackRock Chief Equity Strategist, says she still strongly believes that equities are the place to be.

Morgan Stanley chief US equity strategist Michael Wilson warned in a report on Sunday that «2018 will mark an important cyclical top» for US and global stocks, led by a «deterioration» in the credit markets.

Kate Moore, Managing Director, is Chief Equity Strategist for BlackRock and is a member of the BlackRock Investment Institute.

Scott Wren is a senior global equity strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.