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Buy the market dip on interest rates fears and bet on bank stocks, Bernstein saysRising borrowing costs have scores of stock traders worried, but others – like AB Bernstein's top equity strategist – believe the latest sell-off in equities will give way to gains through the end of the year. Forget consumer and corporations are leveraged to the gills.
Source: CNBC - 🏆 12. / 72 Read more »
You Should Worry More About Italy’s Bond MarketThe Italian bond market has a whiff of panic about it, while the rest of Europe has remained remarkably calm. This makes little sense, and is unlikely to last. jmackin2 I always wonder why everybody talks about Italy's economy and Greece's economy being so paper thin and House of Cards and not China's debt-ridden House of Cards economy?
Source: WSJ - 🏆 98. / 63 Read more »
Bank of America: Don't worry about stocks until the 10-year yield rises to 5%Bonds will become more attractive than stocks when the 10-year Treasury note yield reaches 5 percent, according to Bank of America Merrill Lynch equity strategists. Ok, I won’t. Does Peter Sands know he looks like Clint Eastwood?! 😆😍🎉
Source: CNBC - 🏆 12. / 72 Read more »
Cramer warns that all the CEOs he speaks to worry about a slowdown in earnings growth'The pastiche of industrialist CEOs I deal with right now, everything from retail to oil and gas to steel, it doesn't matter. It changed,' CNBC's Jim Cramer says. MadMoneyOnCNBC Who do we blame LiveSquawk MadMoneyOnCNBC When you're a CEO that's all you ever worry about. MadMoneyOnCNBC They are always worried about a slowdown. That’s their job
Source: CNBC - 🏆 12. / 72 Read more »