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Will Daniel

Will Daniel

Fortune

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Nvidia's 10-for-1 stock split confirms 'big tech is going bite-sized' to lure retail investors, BofA says

Bank of America’s research shows that stocks have managed 25% total returns in the 12 months after a stock split historically, compared to 12% for...

24.05.2024 5

Fortune

Will Daniel

BlackRock's bond guru Rick Rieder says the Fed's favorite inflation firefighting strategy is failing—'the private sector has become a creditor now'

“It's ambiguous to me today, at best, whether a higher [interest] rate helps bring down inflation versus actually contributes to it,” Rieder told...

23.05.2024 7

Fortune

Will Daniel

Walmart and Target’s earnings pull back the curtain on an America struggling with high inflation

“Many consumer pocketbooks are still stretched,” Walmart CFO John Rainey told analysts. “We see the effect of that in our business mix.”

23.05.2024 30

Fortune

Will Daniel

Wall Street's biggest bear just turned bullish on stocks—but he warns ‘uncertainty’ still reigns

Morgan Stanley’s Mike Wilson previously called the $8 trillion market drop in 2022, due to a combination of “fire and ice.”

20.05.2024 40

Fortune

Will Daniel

SoFi cofounder explains ‘maturing process’ after his exit, and why he prioritized culture at his latest startup

Mike Cagney admitted that there were cultural "deficiencies" at SoFi when he was CEO—and how it was a wake-up call.

16.05.2024 60

Fortune

Will Daniel

The Great Financial Crisis kick started the private credit boom, but SVB was its true 'watershed' moment, Sixth Street co-president says

Joshua Easterly, co-CIO and co-president of Sixth Street, said he realized after the GFC in 2009 that private credit was the next big thing.

16.05.2024 20

Fortune

Will Daniel

Why experts aren’t panicking about the latest jump in producer price inflation

Downward revisions to March’s inflation data indicate the latest producer price index isn’t as bad as it seems.

14.05.2024 50

Fortune

Will Daniel

The Fed’s 2% inflation target is a ‘pipe dream’ and stocks are set to drop 10%, Stifel’s Barry Bannister warns

Stifel's Bannister expects the S&P 500 to drop 10% by the end of the third quarter because the 'pseudo recession' that helped tame inflation is now...

13.05.2024 20

Fortune

Will Daniel

The Buy Now, Pay Later trend has been jet fuel for online shopping, new Adobe report reveals—and it's only expected to surge

Americans are on pace to spend half a trillion dollars on online shopping by this summer, and nearly 10% of that will come from Buy Now, Pay Later...

09.05.2024 30

Fortune

Will Daniel

Billionaire Barry Sternlicht expects one bank failure per week due to real estate’s ‘fragile’ loans

The CEO of Starwood Capital Group believes rate hikes are inflicting unnecessary damage to real estate and regional banks, which are worth saving.

08.05.2024 70

Fortune

Will Daniel

It’s ‘just what the Fed chair wanted’ as the economy adds fewer jobs and unemployment rises to 3.9%

“For those grappling with renewed stagflation fears, this payrolls report supports what Powell said earlier this week about not seeing the...

03.05.2024 50

Fortune

Will Daniel

Another Boeing whistleblower is dead—this time a healthy 45-year-old who battled a sudden, severe infection

“It is known at Spirit that if you make too much noise and cause too much trouble, you will be moved,” Joshua Dean once told the Wall Street...

02.05.2024 40

Fortune

Will Daniel

Jerome Powell has had it with the 1970s talk, saying he doesn't see the 'stag' or the '-flation' investors are worried about

“I was around for stagflation,” the Fed chair reminded observers.

02.05.2024 30

Fortune

Will Daniel

Johnson & Johnson’s latest gambit to solve its massive talcum powder asbestos issue: A $6.5 billion settlement, paid out over 25 years

J&J's proposed settlement represents just 7.8% of its $85.2 billion in annual sales for 2023.

01.05.2024 20

Fortune

Will Daniel

Why Japan’s currency is cratering right now, even though its stock market is red hot

There are several reasons for the yen’s underperformance compared to the dollar, but the main one is clear: rising U.S. interest rates.

30.04.2024 30

Fortune

Will Daniel

Asana CEO calls Tesla the next Enron and says Elon Musk has misled customers

"I guess just a PSA to investors out there: you only get eventual justice with the SEC, if you even get that," Asana CEO Dustin Moskovitz said.

29.04.2024 6

Fortune

Will Daniel

Top tech CFO says AI is not a ‘blip or hype,’ it’s the ‘biggest disruption’ in the industry’s history—and his numbers back that up

“This is not like a blip or hype, but really one of the biggest, if not the biggest disruption in the technology industry,” SAP CFO Dominik Asam...

27.04.2024 10

Fortune

Will Daniel

JPMorgan Chase CEO Jamie Dimon says Bidenomics is only 'partially' working as many Americans aren’t feeling 'lifted up by this economy'

Dimon lauded President Biden's infrastructure spending, but questioned whether some Americans are being left behind in the current economy.

25.04.2024 30

Fortune

Will Daniel

The economy seems weaker than advertised and inflation is still running hot—it’s the ‘worst of both worlds’

David Donabedian, CIO of CIBS Private Wealth US, warned the spike in core inflation seen in the latest GDP report is a major setback for the economy...

25.04.2024 60

Fortune

Will Daniel

‘We are in a tough moment’: Boeing slows airplane deliveries 36% as it fights to regain public confidence

“Safety and quality must and will come above all else,” Boeing CEO David Calhoun wrote in a memo to employees.

25.04.2024 30

Fortune

Will Daniel

Nvidia will soar 21% to $1000—it's among 10 stocks set to surge after earnings, Morgan Stanley says

“We believe earnings growth is set for a healthier runway through 2024,” Morgan Stanley's analysts wrote.

23.04.2024 20

Fortune

Will Daniel

These are professional investors' 3 biggest fears for markets in 2024, according to a JPMorgan survey

Investors are worried about resurgent inflation this year, but messy geopolitics are the long-term concern.

22.04.2024 10

Fortune

Will Daniel

5 signs of under-the-radar economic pain from the Fed's favorite on-the-ground source

Shrinking profit margins, squeezed nonprofits and rising insurance costs are just some of the worrying trends in the Fed's latest Beige Book report.

20.04.2024 10

Fortune

Will Daniel

Fed Chair Powell ‘backed himself into a corner’ by predicting rate cuts this year and is now in a ‘tricky situation,’ according to this chief investment officer

Forget interest-rate cuts—private wealth manager Michael Landsberg argues the Fed may even be forced to raise rates this year.

19.04.2024 6

Fortune

Will Daniel

Fed Chair Jerome Powell's 'unfriendly' message for markets: You might not be getting any rate cuts this year

“Given the strength of the labor market and progress on inflation so far, it’s appropriate to allow restrictive policy further time to work,”...

16.04.2024 30

Fortune

Will Daniel

'Headlines are scary right now,’ but the new bull market could last another 9 years, according to this veteran investor

Productivity gains from AI in the long term will outweigh near-term geopolitical volatility, according to James Demmert of Main Street Research.

16.04.2024 30

Fortune

Will Daniel

Goldman Sachs' CEO says AI is driving more companies to reinvent themselves. ‘We're talking about a level of scale that is candidly unprecedented’

Goldman Sachs' David Solomon says his company is ready to finance the AI revolution. 'I actually think there's a very, very constructive runway of...

16.04.2024 10

Fortune

Will Daniel

U.S. GDP growth isn’t slowing down after all—expect more jobs, more inflation, and fewer rate cuts, Well Fargo says

Wells Fargo Investment Institute just lifted its 2024 GDP forecast from just 1.3% to 2.5%, and warned inflation won't be tamed soon either.

15.04.2024 20

Fortune

Will Daniel

Elon Musk and Tesla are caught in a ‘Category 5 demand storm’—and Robotaxis aren’t the answer, longtime Tesla bull says

“The future of Tesla is a bit murky now...Musk needs to give the clear roadmap and strategic vision for the Street with Model 2 a key component,”...

13.04.2024 20

Fortune

Will Daniel

Jamie Dimon says stagflation is real estate’s worst-case scenario: ‘That will filter through the whole economy in a way that people haven’t really experienced since 2010’

JPMorgan Chase CEO Jamie Dimon warned the toxic economic combination of low growth and high inflation would be a nightmare for real estate on an...

12.04.2024 8

Fortune

Will Daniel

Small business optimism just hit an 11-year low. 'Will depressed small business owners depress the economy?'

Business owners complain of inflation, high wages, and high input costs—none of which indicate a slowing economy.

11.04.2024 10

Fortune

Will Daniel

‘Disinflation is out and inflation is in’ after a hotter-than-expected March CPI report, experts say

With inflation re-accelerating, investors "can kiss a June rate cut goodbye," said Greg McBride, chief financial analyst at Bankrate.

10.04.2024 10

Fortune

Will Daniel

Goldman tackles the great contradiction of the post-pandemic economy and explains why you can have both strong growth and low inflation

“We are often asked whether these forecasts aren’t contradictory—won’t stronger growth prevent inflation from falling or even reignite it? We...

08.04.2024 30

Fortune

Will Daniel

The AI-driven rally ‘is not a one-way street,’ but tech earnings should jump 18% this year as demand booms, UBS Global Wealth Management saysThe AI-driven rally ‘is not a one-way street,’ but tech earnings should jump 18% this year as demand booms, UBS Global Wealth Management says

"Robust fundamentals" and governments' AI push will lift AI-linked stocks, according to UBS Global Wealth Management's CIO Americas Solita Marcelli.

08.04.2024 10

Fortune

Will Daniel

Hedge funder famous for his ‘black swan’ strategy says there's 'something immoral' about America’s reliance on debt — and future generations 'will bear the burden for this’

"We have been just incredibly irresponsible to future generations,” Universa Investments Mark Spitznagel told Fortune. “We should all feel really,...

07.04.2024 10

Fortune

Will Daniel

The hedge funder who’s made billions providing ‘insurance’ against market crashes insists he’s no permabear: ‘Cassandras make terrible investors'

Even the man who spends his life preparing for worst-case scenarios says investors shouldn't bet against America—at least over the long-term.

06.04.2024 20

Fortune

Will Daniel

Top portfolio manager at a $194 billion asset manager breaks down her top 3 AI stocks for the next decade—and one honorable mention flying under the radar

Erika Klauer, a technology equity portfolio manager at Jennison Associates, which has $194 billion in assets under management, discusses the...

06.04.2024 10

Fortune

Will Daniel

Buckle up for a bumpy ride in the stock market, BMO Wealth Management’s CIO says. And he’s not the only one sounding the alarm

“The narrative of falling inflation and imminent Fed rate cuts that drove the stock market's first quarter gains is wobbling in the second...

03.04.2024 10

Fortune

Will Daniel

‘Expect some turbulence for the stock market’: Big earnings misses and rising oil prices are threatening investors’ banner year, Ed Yardeni says

The road ahead could have some potholes, according to Yardeni.

03.04.2024 20

Fortune

Will Daniel

‘It’s a great vintage’: $93 billion real-estate investment giant Hines launches a private wealth platform as it sees end of market correction

“This real estate correction began really over two years ago … So we're two years into a cycle, which means we're near the end,” says CIO David...

02.04.2024 10

Fortune

Will Daniel

The analyst who said greedflation was killing capitalism is rolling his eyes about AI: ‘Every bubble has a compelling narrative’

Societe Generale's Albert Edwards also insists that AI isn't driving markets—it's loose monetary policy. And the recession still isn't canceled.

29.03.2024 10

Fortune

Will Daniel

America’s best-known gas analyst decries ‘misinformation from politicians.' The president is basically ‘powerless’ to control the price at the pump

"At the end of the day, one president in one country in a world with 200-some countries is rather powerless to control the price of a global...

28.03.2024 6

Fortune

Will Daniel

Larry Summers, now an OpenAI board member, thinks AI could replace ‘almost all' forms of labor.

With tech, "things take longer to happen than you think they will, and then they happen faster than you thought they could,” the former Treasury...

28.03.2024 10

Fortune

Will Daniel

Musk says it’s a ‘underpopulation crisis,’ Fink calls it a ‘retirement crisis’—but Morgan Stanley says 3 stocks will take advantage of the trend

By 2060, nearly a quarter of the U.S. population will be older than 65. Morgan Stanley just dug into how investors can profit from “Longevity in the...

27.03.2024 5

Fortune

Will Daniel

Nearly half of all investors expect a ‘no landing’ scenario for the economy where inflation remains but there’s no recession, Deutsche Bank survey shows

"You could say [it’s] an implied Goldilocks ‘no landing’ for now...the markets quite liking their porridge on the warmer side," Deutsche Bank's...

25.03.2024 10

Fortune

Will Daniel

ESPN anchor Rece Davis calls a sports betting pick ‘a risk-free investment,’ stoking disbelief

Davis later said his "risk-free" comment was meant as a joke. "As we all know, such a thing does not exist. Obviously, there are risks,” he wrote.

25.03.2024 50

Fortune

Will Daniel

Turkey's inflation problem is so severe the central bank just hiked interest rates to 50%, months after it said it was done raising rates

“The decision to respond so quickly...is clearly a very encouraging signal for the policy shift and should help to maintain investor confidence,”...

22.03.2024 10

Fortune

Will Daniel

Gold prices hit a record high above $2,200 after the Fed’s dovish press conference

Gold prices have surged 10% since mid-February and 20% since their October lows, but its move upward is about a lot more than interest rates.

21.03.2024 10

Fortune

Will Daniel

Fannie Mae's CEO says the housing market hasn’t killed the American Dream yet. Buying a home ‘might just take a little longer’

To Americans struggling to buy, Priscilla Almodovar says: “Being a renter is fine.”

20.03.2024 20

Fortune

Will Daniel

Get ready for a more expensive summer driving season: Gas prices have surged more than 12% since the start of the year

The national average price of a gallon of gasoline has surged more than 12% to $3.50 since the start of the year.

19.03.2024 6

Fortune

Will Daniel

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