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The Fed could be on hold for much longer than the market is expecting, says Stifel’s Lindsey Piegza
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Dave Sekera, Morningstar chief U.S. market strategist, and Lindsey Piegza, Stifel chief economist, join ‘Squawk Box’ to discuss latest market trends, state of the economy, the Fed’s rate path outlook, and more.
We’re ‘relatively optimistic’ about ASEAN growth: AMRO economist
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Hoe Ee Khor, chief economist at AMRO, says that’s partly because “we’re relatively optimistic about China’s growth this year. Unlike most analysts, our forecast for China is 5.3%.”
Maybank discusses 2024 outlook for Southeast Asian markets
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Thilan Wickramasinghe, head of research for Singapore at Maybank Investment Banking Group, says that’s because markets like Indonesia, Malaysia and Thailand are “strongly driven by domestic consumption.”
We see 'really good' opportunities in Australian M&As, portfolio manager says
Romano Sala Tenna of Katana Asset Management says “2024 is going to be a period of low growth. When you do have low growth, you do need to look at trying to buy that growth through [mergers and acquisitions].”
Portfolio manager discusses outlook for BOJ monetary policy
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Kei Okamura, senior vice president and portfolio manager at Neuberger Berman, says it’ll be a “pivotal moment for the Japanese economy [to] finally exit the last decades of deflation once and for all,” but it’ll be a “gradual process.”
I’m not a big fan of the airline stocks, says Jim Cramer
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Mad Money with Jim Cramer ‘Mad Money’ host Jim Cramer weighs in on stock including: Invesco Mortgage Capital, Stanley Black and Decker, Catalyst and American Airlines. 03:43 2 hours ago Jim Cramer