Investment strategy

The S&P 500’s bounce is set to face its first hurdle to prove it’s more than a snapback

This is the daily notebook of Mike Santoli, CNBC’s senior markets commentator, with ideas about trends, stocks and market statistics. Investors have moved on from the “too hot” porridge of runaway inflation worries and are now sampling the “too cold” bowl of rising slowdown/recession concerns. For now, the markets are navigating the shift reasonably well, …

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Forget big cap stocks. Bank of America’s top small-and-mid cap stocks

From multi-week losing streaks to bear market rallies, it’s been a roller coaster ride for markets this year as investors weigh the risks of a more aggressive monetary policy and a growing chorus of recession warnings. Major US indexes saw big bounces in Tuesday trading, reversing last week’s declines, but remained deep in the red …

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Mark Zuckerberg envisions 1 billion people in the metaverse

Meta Platforms CEO Mark Zuckerberg told CNBC’s Jim Cramer on Wednesday that the metaverse could be a considerable part of the social network operator’s business in the second half of the decade. “We hope to basically get to around a billion people in the metaverse doing hundreds of dollars of commerce, each buying digital goods, …

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Stocks with strong balance sheets and attractive returns

European companies have never been richer, according to Morgan Stanley, and are ready to splash the cash — including distributing part of it to shareholders. The Wall Street bank has named a raft of stocks that have strong balance sheets and resilient cash flows and are set to return excess cash to shareholders through buybacks …

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Retirement funds are getting beat up in 2022. How investors can cope

Near-retirees who turned to target-date funds to build their nest eggs may want to rethink their retirement planning as stocks and bonds face sharp declines. The S&P 500, off by about 23% in 2022, is in bear market territory. Bonds are also taking their lumps, with the 10-year Treasury yield rising as high as 3.48% …

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Higher interest rates are here, and that makes these vanilla investments compelling

For investors who are weary of this year’s volatility in stocks and bonds, a stable corner of finance is starting to look enticing. The Federal Reserve just hiked interest rates by 0.75 percentage point , and Fed Chair Jerome Powell has suggested a similar increase could be ahead in July. Recession fears have also put …

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Some big investors called the Fed-led market mayhem. Here’s where they are hiding out

Some of Wall Street’s biggest investors saw it coming. It’s turning into a week of vindication for a handful of notable investors, from Stanley Druckenmiller to David Einhorn and Paul Tudor Jones, who have long been warning about the Federal Reserve’s inability to engineer a soft landing. The S&P 500 tumbled in the a bear …

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Millionaire fear Fed can’t tame inflation and stave off recession

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, US, May 9, 2022. Brendan Mcdermid | Reuters American millionaires are raising cash in response to lingering inflation fears, according to CNBC’s Millionaire Survey. Millionaires surveyed by CNBC ranked inflation as the top risk to both the economy and …

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