CNBC: Closing Bell
4/19/2024 7:29pm
... that, you know, the narratives kind of overshoot in the short term, right? we obviously had this intense recession watch that went nowhere. we had a stagflation scare along approx the way, and then it became, oh, ...
CNBC: Closing Bell
4/19/2024 7:13pm
... interesting on the individual names, because i hear about that a lot from my small cap pm clients. small caps have not benefitted from the recovery, i think, that we had off recession conditions in 2022. ...
FOX Business: Making Money With Charles Payne
4/19/2024 6:07pm
... charles: yeah. well, above 5%, katie bar the door. less than a minute to go, i was reading your first quarter outlook, the title, the sun also rises. you noted that market participants have spent the better part of last year waiting for recession which, of course, refused to materialize. ...
FOX Business: Cavuto Coast to Coast
4/19/2024 4:50pm
... everyone things like everyone is likely wrong. back to the recession, the op-ed for newsweek, no way there was going to be a recession, not a chance we would get many fed rate cuts or any, that's becoming consensus. ...
FOX Business: Cavuto Coast to Coast
4/19/2024 4:49pm
... that is an acceleration. we were certain recession was inevitable, it never happened. we seem to get caught up in the negativity. i don't know why that is. maybe we are suffering the ...
CNBC: Fast Money Halftime Report
4/19/2024 4:14pm
... we grew 3.4% last year we were supposed to be in a recession. imf, they revised their global growth higher, 3.2% earlier this week ...
CNBC: Squawk Box
4/19/2024 12:17pm
... been over 22 months and get to july 1, it will be two years it's never happened before at some point something will break. it broke in -- you mean a recession that never happened that's what we were saying when i say break, i mean something within the markets, ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:39am
... that credit conditions are what matter, not with the fed funds rate is. john williams and lori logan were coming out about six months ago and talking about there might be a recession because the interest rate goes up as inflation comes down. ...
CNBC: Street Signs
4/19/2024 8:52am
... transportation fuels and economic recession come into play clay, you say we could be on the path to $100 a barrel oil. brent got up to $90 earlier. it seems like the oil market has ...
CNBC: Mad Money
4/18/2024 10:40pm
... to get much bigger than p that's smart. e-commerce, regular commerce, data fields even solar fields are -- they own the warehouses it was the first stock toly out of the great recession it has total control of its business or at least i thought it did ...
CNBC: Power Lunch
4/18/2024 6:53pm
... manufacturing was just above 50 for the first time since 2022, we need that rolling recession, it is likely coming to an end here. you are seeing the consumer continues to remain strong, ...
FOX Business: Making Money With Charles Payne
4/18/2024 6:07pm
... 2024. cute, i like it. what on there is starting to look a little shaky there? i feel good about 2% gdp growth. we might do more than that right now. zero recession still there. 4% unemployment. there is 28th straight month ...
CNBC: Fast Money Halftime Report
4/18/2024 4:47pm
... wynn reported a blowout quarter on every metric and was down 9%. it's part of the story, this higher interest rate regime is making people think maybe the recession is closer, people aren't going to gamble as much stick with it, steph ...
CNBC: Fast Money Halftime Report
4/18/2024 4:06pm
... what would worry me on amazon or anything, frankly, is if we had to go back to that discussion of a recession, which i just don't see happening. it shouldn't be in our conversation right now it's not in my conversation. next week is going to get real, as i said, for stocks that ...
FOX Business: Varney Company
4/18/2024 2:36pm
... security and social net worth would wreck the economy, something couldn't grow, they would probably going to serious recession. we built a system where people have to essentially consume less and the global ...
CNBC: Squawk on the Street
4/18/2024 2:03pm
... that was worse than expected usually a pretty good tell on economic performance it has not been this cycle because it's had recessionary indications we're not seeing in the data look at jobless claims today we got that. ...
Bloomberg: Bloomberg Surveillance
4/18/2024 12:07pm
... china has helped to bring inflation down quite a bit on the good side in the united states, so europe is in a shallow recession. let us call it a growth recession, it is just not growing much of at all. so when you put the global picture together, you get a ...
Bloomberg: Bloomberg Surveillance
4/18/2024 12:07pm
... recession and their cpi is basically flat on a year-over-year basis, their ppi is down 2.6%, and if you look at the prices of the goods we import from china, they are also deflating. ...
Bloomberg: Bloomberg Surveillance
4/18/2024 12:07pm
... the united states with the tepid 20's elsewhere in the world? ed: so far, so good. that has really been the case. in one of the reasons we didn't have a recession over the past couple of years is simply because china did for us. china has had a very significant ...
CNBC: Squawk Box
4/18/2024 11:13am
... bit. i get nervous because everybody last year, to your point, was thinking by now we would be in a recession, now everyone today is thinking everything is so great so, i respect that very much but i do think that the consumer continues to be strong and we're ...
CNBC: Squawk Box
4/18/2024 11:13am
... recession, you know, 15 months ago. even last october we felt like the economy couldn't handle rates where they are right now and now it is sort of, like, hey, we got a 3% economy, the rest of the world is growing, i'm wondering if we're going to ...
Bloomberg: Bloomberg Surveillance
4/18/2024 10:10am
... tightening without creating recession. the immaculate 1995 scenario is with everyone is open for but the fed is managing by talking versus acting. ...
Bloomberg: Bloomberg Daybreak Australia
4/17/2024 11:11pm
... this point are not pricing in any risk a recession at all. and so those defensives that would defend capital in that instance have been largely dumped. the way we say it is when it is sunny outside, no one is shopping for umbrellas. ...
Bloomberg: Bloomberg Daybreak Australia
4/17/2024 11:11pm
... defensive's are starting to look good. going back a year ago, investors were dead certain we were going to have a recession, and as a result they piled into the defensives and they got expensive. going back towards the end of 2023, investors pretty much at ...
CNBC: Closing Bell
4/17/2024 7:29pm
... economygetting hit, you are in the average period when you look at the recession period post 1980 when the markets start to respond. the one thing we highlighted bullish momentum has dominated and it ran me over in the fourth ...
CNBC: Closing Bell
4/17/2024 7:18pm
... argument that you wanted defensive stocks headed into 2023, bracing for the recession. now you don't want the defensive stocks even though they ar materially cheaper ...
FOX Business: Making Money With Charles Payne
4/17/2024 6:47pm
... people went hem to do well when the economy is doing poorly. we saw a glimpse of this. these companies were in a profits recession a year ago. clearly they're not immune. there is reality versus perception. charles: we forgot about 2022. they took it on the chin pretty good. before i let you go, ...
FOX Business: Making Money With Charles Payne
4/17/2024 6:45pm
... dan suzuki. dan, what the hell does that mean? good question. i think what it means we don't think the cycle is rolling over or ending. a lot of people talking about recession although the data continues to say otherwise, but i think what's clear we're in ...
FOX Business: Making Money With Charles Payne
4/17/2024 6:13pm
... defensive portfolio stance. things like consumer staples, utilities, health care, those will benefit on a relative basis during a recession. for example, something like health care that is already quite cheap t benefits from the structural tailwind of an aging ...
CNBC: Power Lunch
4/17/2024 6:08pm
... not so much on whether or not inflation is a half a point higher or lower than gdp but does a good job of signaling whether or not there is a recession coming. it's not a recessionary calm but it does feel weaker than ...
CNBC: The Exchange
4/17/2024 5:09pm
... awful, recession is coming so on and so forth yields are still inverted and there's no recession how many people said the fed were wrong in raising interest rates to where they are now? you're going to kill the economy, look what you're doing. ...
CNBC: Fast Money Halftime Report
4/17/2024 4:08pm
... has gone down meaningfully. not every time a recession. forecast for the first quarter is going up. the market comes to realize that perhaps we've been on borrowed time in terms of what higher for longer means. we haven't had earnings yet. ...
CNBC: Squawk on the Street
4/17/2024 2:50pm
... economy is doing, so that's one of the reasons one of the reasoy we think now that it looks like we won't have a recession and that growth is going to be higher over the balance of the year than people thought coming into the year. that should start to get the animal spirits going a little ...
CNBC: Squawk on the Street
4/17/2024 2:49pm
... still talking about a potential for recession and maybe we'll get a goldilocks scenario. maybe we'll see a soft landing, but there was a lot of uncertainty around that so we've been consistently surprised to the upside in terms of the ...
CNBC: Squawk on the Street
4/17/2024 2:08pm
... economy, you know, a very, very high percentage and what happened? the fed raised another 75 basis points, and people were calling for a recession and easing and i was here in january with you, and we said then there are going to be higher, longer, not ...
Bloomberg: Bloomberg Surveillance
4/17/2024 12:19pm
... or were so if you get an equity correction or unwind, if the market is mispricing u.s. recession risk, i think gold is a good portfolio diversifier. lisa: in the past couple of weeks we have seen repricing in the bond market about the idea ...
Bloomberg: Bloomberg Surveillance
4/17/2024 11:51am
... have a 100 basis point cut in rates in a hurry because we are talking about a recession as opposed to a soft landing. this is kind of a placeholder more than anything else. at 5% is a pre-good placeholder. ...
Bloomberg: Bloomberg Surveillance
4/17/2024 10:12am
... very, very different economies right now. u.k. inflation is higher than expected this morning it is now below u.s. inflation, headline for the first time since 2022, moving in different directions, the u.s. growing above trend, the u.s. in recession. ...
CNBC: Worldwide Exchange
4/17/2024 9:34am
... we're in. we talked about this in our survey we do every two weeks. demand has remained at or be low freight recession levels now like i said going all the way back to february of last year. the demand remains weak and ...
CNBC: Worldwide Exchange
4/17/2024 9:33am
... containers really is a good read on the domestic economy as you talk about. intermodal, really, the key here was volumes were flat, pricing was down. this is what we're talking about, this elongated recession ...
CNBC: Worldwide Exchange
4/17/2024 9:25am
... when you're going through recessionary periods or more difficult economic periods for consumers, you tend to have a more resilience regarding the high-worth individuals who tend to shop this product, right? ...
CNBC: Street Signs
4/17/2024 8:54am
... recession is fairly minimal at this point. it would take a lot to derail this economy. so there's been tremendous resilience in terms of growth prospects. we've seen the u.s. u doing very, very well. we've seen a lot of emerging market economies doing better ...
CNBC: Street Signs
4/17/2024 8:51am
... and so the combination of an expectation of interest rates coming down across the globe, activity slowing a little bit, but being away from a global recession, that has really ...
Bloomberg: Bloomberg Markets Asia
4/17/2024 3:39am
... plenty of countries outside the united states have had some degree of economic weakness in the past year. as a result of rapid monetary tightening. i can't think of another that suffered a double-dip recession. haslinda: that's right. ...
Bloomberg: Bloomberg Markets Asia
4/17/2024 3:38am
... stubborn and wanting to fight inflation. i give him a lot of credit for being totally upfront. saying, when confronted with evidence of a recession or a looming recession, his response would be along the lines of, that's exactly what we want to see. ...
Bloomberg: Bloomberg Markets Asia
4/17/2024 3:38am
... suffering a rare double-dip recession. the rbnz still doesn't want to talk about rate cuts. our guest joins us for more. you wonder whether it's all worth it. the rbnz government pretty ...
CNBC: Mad Money
4/16/2024 10:59pm
... special situations that are not dependent upon a recession, dependent upon strengthening the economy. when we have it we like to look at our sector and figure out whether that sector, for instance, let's say we are ...
CNBC: Closing Bell
4/16/2024 7:39pm
... part of this year and pushed it out into the early part of this year and said it's not a recession soft landing and it's basically continue trend economy and economic growth. you had a 4% plus growth rate and 3% in the fourth quarter last year and now they say it's ...
CNBC: Closing Bell
4/16/2024 7:39pm
... if you look at our research team, what they have done is constantly pushed out the effects of the fed tightening before that. 18 months ago they had a recession plan from the last part of last year and early ...
CNBC: Closing Bell
4/16/2024 7:29pm
... and last year a lot of the economically sensitive names, in my opinion were pricing and recession. so as the odds have come down and people have gotten more comfortable with economic growth we've certainly seen that brought in. it still looks like large-cap growth are the market leaders. ...
CNBC: Closing Bell
4/16/2024 7:28pm
... might need rate cuts. i think what the market fears is that we will say restrict of- - stay restrictive too long which will lead to a recession. i think as long as that doesn't happen no one really knows what the neutral rate is and how high the interest rate can stay ...
FOX Business: Making Money With Charles Payne
4/16/2024 6:29pm
... very low chance of recession in the next 12 months, down to 30%. then again look at last two recessions 2008, covid, the probability they also thought pretty low before it happened. charles, they never seem to see it coming. ...
FOX Business: Making Money With Charles Payne
4/16/2024 6:19pm
... disinflation with, a friendly fed who might be not much friendly. powell doesn't seem to be reduce recession risk and solid earnings growth these all seem to be intact but more questionable than they were ...
FOX Business: Making Money With Charles Payne
4/16/2024 6:11pm
... it is still elevated compared to what we were couple years ago. it is the lower earned consumer is down to recessionary levels at this point in time. definitely a difference between the two spenders but your question, can the high-end ...
CNBC: Fast Money Halftime Report
4/16/2024 4:15pm
... kinds of things steph is looking at where they suggest that 78% say a recession is, quote, unquote, unlikely within the next 12 months. largest drop in bond allocation since july of 2003. ...
CNBC: Squawk on the Street
4/16/2024 2:05pm
... into recession, we also talk about and you'll hear in the next hour the balance sheet which doesn't get a lot of attention, not the sexiest topic, but it's important right now as it relates to the liquidity backdrop and how she's thinking about what the size of that balance sheet should look ...
Bloomberg: Bloomberg Surveillance
4/16/2024 11:42am
... recession right now. you spent time in germany, growth is really hard to come by and it is not looking so terrific. inflation continues to be a worry but has come down a lot and is related mostly to energy prices. you move to the u.s. and growth ...
CNBC: Street Signs
4/16/2024 8:13am
... perform. there is no doubt the recession risks remain higher in europe than the u.s i would have less of a strong view on bunds than gilts ...
CNBC: Mad Money
4/15/2024 10:15pm
... stock market investors seemingly forget the bond market rules all the time they forgot in 2000 the bond market was soft right near the dot com peak they forgot when the trade 17 times in lockstep in lead-up to the financial crisis, specifically in the worse downturn since the recession ...
CNBC: Mad Money
4/15/2024 10:09pm
... caller: you stress diversification all the time. all the time. caller: but my investment strategy is mainly growth. things like gold, recession proof stocks and dividend stocks have all back fired for me i prefer cap tech stops. ...
FOX Business: The Claman Countdown
4/15/2024 7:16pm
... the curve. more towards the benchmark 5 - 10 years so i would not hide in shorter-term i would have some there but people are thinking too much about hiding in the near-term part of the curve and when the recession hits i think rates will fall ...
FOX Business: The Claman Countdown
4/15/2024 7:15pm
... gratification we like the fixed income even though rates are going higher yet the upside and want to take about lock it in the rates. i do think once you get the recession, the fed will be able to cut rates and rates will come down. liz: fiber tenure, which part of ...
FOX Business: The Claman Countdown
4/15/2024 7:15pm
... the bottom line that you opened with, the longer rates remained elevated the greater the risk of recession as the rates work their way into the economy which is happened gradually because academy is interest-rate sensitive this time. liz: what is asset allocation. this is not instant ...
FOX Business: Making Money With Charles Payne
4/15/2024 6:44pm
... technology and growth and i think we're seeing it at this juncture. i don't think it is, i think you cover it a few others. i don't think it will be covered enough we'll have two or three trillion dollar deficits each year going forward, worse if we go into recession unfortunately. ...
FOX Business: Making Money With Charles Payne
4/15/2024 6:30pm
... nuances, right? you point out a lot of people are already in a recession, a lot of americans in their other than individual recession. exactly. i think that plays into some credit card and delinquency data we saw earlier. why the retail sales numbers ...
FOX Business: Making Money With Charles Payne
4/15/2024 6:30pm
... it could be right. no landing may be hard landing. it was unusual last year when most people thought there would be a recession and most recessions happen when people don't see it. of all the economists consensus of the view you will have it. businesses might be a little ...
FOX Business: Making Money With Charles Payne
4/15/2024 6:29pm
... of reminded us. know one is talking about recession, but it is intriguing, seven rate cuts, three rate cuts, no rate cuts, after that we start talking about rate hikes. is it still out of the realm of the possibility the inverted yield curve could be right? ...
FOX Business: Making Money With Charles Payne
4/15/2024 6:29pm
... yields. most of them perceived a recession. there appears to be some correlation between the severity of the recession and duration of the inversion. right here is the great financial crisis in 2008, when there was 530 days ever inversion like we're tracking ...
FOX Business: Making Money With Charles Payne
4/15/2024 6:28pm
... deeper recession. going back to the 1929, 600 day inversion led to a great depression. there was 530 day inversions ahead of the massive financial crisis. going back to the 1920s, we see numerous periods of inverted ...
FOX Business: Making Money With Charles Payne
4/15/2024 6:28pm
... not a great look here. everyone has forgotten about the yield curve, how it is inverted. we haven't. we're taking a look. it has been a long time, 530 days. right now it doesn't seem like we have signs of a recession on the horizon. the economy seems strong. ...
CNBC: Power Lunch
4/15/2024 6:07pm
... month. that was a tame increase. if spending slows, business spending can pick up the baton. we did have an earnings recession in 2022 and 2023. ...
CNBC: The Exchange
4/15/2024 5:55pm
... the middle east. the market is near recession lows when we see headlines regarding israel. defense stocks are higher right now. rtx, lockheed martin, which ...
Bloomberg: Bloomberg Markets
4/15/2024 2:09pm
... commodities for well over a year now. we've got a little bit of gold actually in some of our tactical models. we are bullish, we don't see a recession but there are some reasons to think a well-diversified portfolio makes sense. i'm calling this the rocky balboa market. ...
Bloomberg: Bloomberg Markets
4/15/2024 2:08pm
... so we are not minimizing what is happening but the bottom line is if you are in a recession, if it even causes a recession, right now i think this looks a lot like january 2020. the u.s. to the drone strike on the iranian general. ...
CNBC: Squawk on the Street
4/15/2024 2:06pm
... yields and stronger dollar does it increase the chances of a harder landing or recession? because we are talking about levels that constrain economic growth, not to mention oil prices which they're giving some back today, but they are elevated and risen 16% this year ...
CNBC: Squawk Box
4/15/2024 11:14am
... is going to fall if we stay in a soft landing, i think we stay 4 to 4.5. if there's a recession coming our way, that ten-year can rally a lot more. right now we're in a soft landing, the data looks very solid. i think rates have peaked. we can just debate how much ...
Bloomberg: Bloomberg Surveillance
4/15/2024 10:54am
... these countries have gone through significant slowdowns and technical recession. i think there is not a great deal to stop them moving ahead. i do not think it will be a ...
Bloomberg: Bloomberg Surveillance
4/15/2024 10:23am
... duration. we are not overweight duration. we have duration. if there is geopolitical risk becomes real, or the first tail risk i talked about, which was recession coming back in of the ...
Bloomberg: Bloomberg Surveillance
4/15/2024 10:20am
... market start weakening. this enormous 400 or 500 basis points of tightening comes to bite the markets. we see recession risks coming to the forefront. the other is oil. inflation expectations seeps ...
FOX Business: Mornings With Maria Bartiromo
4/15/2024 10:18am
... quarter profit reports. there's a lot going on. geopolitical risk. i think for the banks, what we're seeing is a healthy u.s. economy. we're not going into recession. rates higher for longer. it's still okay. and last week going into this ...
Bloomberg: Bloomberg Daybreak Australia
4/14/2024 11:38pm
... biggest contraction in two years and we are expecting cpi numbers to paint a broad picture around recessionary conditions for the kiwi economy. ...
Bloomberg: Bloomberg Daybreak Australia
4/14/2024 11:02pm
... bad services numbers today as well. concern as we have seen recessionary conditions for the kiwi economy. we have the yen stubbornly ...
CNBC: Mad Money
4/12/2024 10:42pm
... and '80s know from the post-covid experience. it caused the great recession. now, there are plenty of times in the fed's tightening, but the stock market didn't get crushed because the economy didn't get crushed. that's how we got the incredible ...
FOX Business: The Claman Countdown
4/12/2024 7:11pm
... for the first quarter is calling for over 2% real growth. and many of the banks last year set up the reserves in anticipation of a recession. we're not having a recession. so now you're seeing better credit quality which is ooh another reason the stocks -- the _ ...
CNBC: Power Lunch
4/12/2024 6:37pm
... at some point, you were the days when they were worried the market fed would be too long and bring on a recession. that caused ten-year yields to go down and be lower. that could be able to buy the concern as the fed talks were more hawkish and the ten-year ...
FOX Business: Cavuto Coast to Coast
4/12/2024 4:24pm
... into a recession. if you aired on the side of taking rather than cutting how do you weight? this is why every central banker in the united states and ...
FOX Business: Cavuto Coast to Coast
4/12/2024 4:23pm
... inflation down without a big recession and in 2023 we did that, now the question of the last mile is a little harder, you won't have as much of the beneficial supply develop and we had in 2023 as we go into 2024 and we are still dealing ...
FOX Business: Cavuto Coast to Coast
4/12/2024 4:19pm
... without a recession which was virtually unheard of and now at the start of this year we've gotten multiple inflation readings that are higher than where we wanted them to be. one month is no months, but 2 ...
Bloomberg: Bloomberg Real Yield
4/12/2024 4:17pm
... markets are focused on that yield number. a lot of investors just view that as an attractive opportunity to buy high yield outside of the recessionary period. ...
CNBC: Fast Money Halftime Report
4/12/2024 4:12pm
... they're not focused on avoiding a recession. they're focused on making sure inflation doesn't remain a very, very strong problem going forward, because that's what actually kills civilizations, what kills countries, and we've ...
FOX Business: Cavuto Coast to Coast
4/12/2024 4:11pm
... neil: this is a reflection of a pretty resilient strong economy when you have commodities rising and demand rising to the point is that it is. all this talk about recession ...
CNBC: Fast Money Halftime Report
4/12/2024 4:09pm
... now, the economy has gone in a recession or close to it. you didn't have the amount of stimulus in the system. that's right. that's been the greatest game changer in the history of this cycle. now you have a bet on the ...
CNBC: Squawk on the Street
4/12/2024 2:22pm
... they're big numbers without coming off some depressed level from a recession, and first quarter analysts are only expecting 5% gain, probably going to get 11 for the full ...
CNBC: Squawk on the Street
4/12/2024 2:11pm
... idiosyncratic in different types, a versus b buildings and all hat, but people will muddle through. they won't muddle through under higher rates with a recession. that will be tougher for a lot of folks, not just real estate f that happens. jpmorgan's cfo addressing ...
CNBC: Squawk on the Street
4/12/2024 2:11pm
... the recession is important. if things stay where they are today we have kind of the soft landing that seems to be embedded in the marketplace, you know, the real estate will muddle through. you know, obviously, it will be ...
Bloomberg: Bloomberg Markets
4/12/2024 2:10pm
... there is so much confidence because of how well the stock market has been doing that that combination of largess causes the economy to baffled the people who think we are going into a recession. sonali: what if we hit harder ...
Bloomberg: Bloomberg Markets
4/12/2024 2:05pm
... from management about the economy, it was a reiteration of what we have heard before. jamie dimon says -- he was asked about the macro economic outlook and says he does not want to get productions for a recession or not but in his opinion things are likely to be worse than we expect. ...
CNBC: Squawk on the Street
4/12/2024 1:20pm
... inflation call. jamie dimon has also been saying sticky inflation, but fink early was talking about fiscal stimulus, just permeating the economy, no recession. i remember when he was on with us last year, talking about, i don't see a recession because we have had so much fiscal spending, and by the ...
CNBC: Squawk on the Street
4/12/2024 1:04pm
... recession. i don't know what the future portends of all the things that we're talking about. but he does continue to say, sara, his own personal belief is things, you know, the price in the markets is probably too happy, and i think the chance of bad outcomes is high -- is higher than other people ...
CNBC: Squawk on the Street
4/12/2024 1:04pm
... broader market, i'll come to jpmorgan, not the numbers themselves, more the comments on the media call from jamie dimon. we already got a sense of this from his annual letter, which came out early in the week. but you know, he, once again, is saying, listen, i'm not predicting a recession or no ...