Investor foresees a ‘volatility event’ near the end of 2019

Investor foresees a ‘volatility event’ near the end of 20193 Hours AgoDavid Sokulsky of the Concentrated Leaders Fund says markets are have not priced in risks such as Brexit uncertainty and the U.S.-China trade war.


Investor foresees a ‘volatility event’ near the end of 20193 Hours AgoDavid Sokulsky of the Concentrated Leaders Fund says markets are have not priced in risks such as Brexit uncertainty and the U.S.-China trade war.
Investor foresees a ‘volatility event’ near the end of 2019 Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-10-15
Keywords: news, cnbc, companies, uschina, war, investor, trade, end, foresees, volatility, sokulsky, markets, near, uncertainty, event, 2019, risks, priced


Investor foresees a 'volatility event' near the end of 2019

Investor foresees a ‘volatility event’ near the end of 2019

3 Hours Ago

David Sokulsky of the Concentrated Leaders Fund says markets are have not priced in risks such as Brexit uncertainty and the U.S.-China trade war.


Company: cnbc, Activity: cnbc, Date: 2019-10-15
Keywords: news, cnbc, companies, uschina, war, investor, trade, end, foresees, volatility, sokulsky, markets, near, uncertainty, event, 2019, risks, priced


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Retirement savers moving some money out of stocks, says Fidelity’s personal investing president

Fidelity clients saving for retirement are starting to move some money out of stocks in the recently volatile market, the brokerage’s personal investing president told CNBC on Friday. “More money is going into money market funds.” Assets in U.S. money market funds, seen as being nearly as safe as bank accounts, hit their highest level since 2009, reaching nearly $3.36 trillion last month, according to a private report. “We’ve seen in the last few months that there’s more money on the sidelines,”


Fidelity clients saving for retirement are starting to move some money out of stocks in the recently volatile market, the brokerage’s personal investing president told CNBC on Friday. “More money is going into money market funds.” Assets in U.S. money market funds, seen as being nearly as safe as bank accounts, hit their highest level since 2009, reaching nearly $3.36 trillion last month, according to a private report. “We’ve seen in the last few months that there’s more money on the sidelines,”
Retirement savers moving some money out of stocks, says Fidelity’s personal investing president Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-10-11  Authors: jessica bursztynsky
Keywords: news, cnbc, companies, money, president, fidelitys, trade, volatility, trades, stocks, personal, murphy, savers, theres, moving, market, investing, retirement, funds, seen


Retirement savers moving some money out of stocks, says Fidelity's personal investing president

Fidelity clients saving for retirement are starting to move some money out of stocks in the recently volatile market, the brokerage’s personal investing president told CNBC on Friday.

“The average investor that doesn’t trade a lot that’s really looking to save for their retirement — we have millions of customers like that — we’ve seen in the last few months that there’s more money on the sidelines,” Fidelity’s Kathleen Murphy said. “More money is going into money market funds.”

Assets in U.S. money market funds, seen as being nearly as safe as bank accounts, hit their highest level since 2009, reaching nearly $3.36 trillion last month, according to a private report.

The shift comes during a “roller coaster” year for the market that’s seen dramatic drops and rises as global economic uncertainty spreads and the U.S.-China trade war drags on, Murphy added.

U.S. stock futures were pointing to a sharply higher Friday open on Wall Street, with President Donald Trump casting a positive view on the China trade talks. Earlier this week, stocks were on an unsure path following both positive and negative reports ahead of the talks.

“We’ve seen in the last few months that there’s more money on the sidelines,” Murphy said. “I think people are trying, they are staying the course, which is great. They’re not panicking. But I think they are in a little bit of a wait and see mode.”

However, the opposite holds true for active traders, added Murphy, saying they “lean into” the volatility and trade more. “When there’s volatility in the market, they get busy trading,” she said of Fidelity’s “more active investors.”

Fidelity Investments on Thursday announced that it’s offering zero-commission online trades as the brokerage industry moves toward low-fee systems.

The company eliminated commissions on all of its trades involving stocks, options and exchange-traded funds. The news follows Charles Schwab, E-Trade, TD Ameritrade and Interactive Brokers, which all announced similar moves.

Murphy said Fidelity won’t sell clients’ stock trade information to hedge funds to make up for offering zero fees.


Company: cnbc, Activity: cnbc, Date: 2019-10-11  Authors: jessica bursztynsky
Keywords: news, cnbc, companies, money, president, fidelitys, trade, volatility, trades, stocks, personal, murphy, savers, theres, moving, market, investing, retirement, funds, seen


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October can be spooky for investors — here’s why experts say not to worry

October has a spooky reputation with investors, but experts say there’s no need to fear the stock market. This month has sometimes been horrifying, historically: Over the past century, three of the darkest days on Wall Street all happened during October. That day, now known as “Black Monday,” “was the worst single-day drop, percentage-wise, in history.” There’s another reason October has a bad reputation, says Lambert: “Market volatility, historically, is higher” in October. “Volatility implies


October has a spooky reputation with investors, but experts say there’s no need to fear the stock market. This month has sometimes been horrifying, historically: Over the past century, three of the darkest days on Wall Street all happened during October. That day, now known as “Black Monday,” “was the worst single-day drop, percentage-wise, in history.” There’s another reason October has a bad reputation, says Lambert: “Market volatility, historically, is higher” in October. “Volatility implies
October can be spooky for investors — here’s why experts say not to worry Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-10-09  Authors: sam becker, anna-louise jackson
Keywords: news, cnbc, companies, investors, say, spooky, reputation, worst, historically, fear, volatility, worry, great, market, day, heres, lambert, financial, experts


October can be spooky for investors — here's why experts say not to worry

October has a spooky reputation with investors, but experts say there’s no need to fear the stock market.

This month has sometimes been horrifying, historically: Over the past century, three of the darkest days on Wall Street all happened during October.

“The big one is October 1987, when the Dow plunged 22% in a single day,” says Jason Lambert, the president and CEO of Northwest Financial & Tax Solutions, near Portland, Oregon. That day, now known as “Black Monday,” “was the worst single-day drop, percentage-wise, in history.”

The Great Depression began after a market crash in October 1929 and the financial crisis that sparked the Great Recession started with an October market meltdown in 2008.

There’s another reason October has a bad reputation, says Lambert: “Market volatility, historically, is higher” in October. “Volatility implies fear,” he says, “even if it doesn’t mean that the market is moving up or down.”


Company: cnbc, Activity: cnbc, Date: 2019-10-09  Authors: sam becker, anna-louise jackson
Keywords: news, cnbc, companies, investors, say, spooky, reputation, worst, historically, fear, volatility, worry, great, market, day, heres, lambert, financial, experts


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Don’t expect calm markets in October, historically a month for wild swings

The market’s surprising resilience in September, which is typically the worst month for stocks, could also signal the rally is about to lose steam. “One thing we know is the markets don’t stay calm forever and we’ve seen that multiple times this year.” There isn’t a lack of catalysts to drive the market crazy, including upcoming trade talks, third-quarter earnings reports and President Donald Trump’s impeachment saga. Tensions escalated ahead of the highly-anticipated trade talks, which resume o


The market’s surprising resilience in September, which is typically the worst month for stocks, could also signal the rally is about to lose steam. “One thing we know is the markets don’t stay calm forever and we’ve seen that multiple times this year.” There isn’t a lack of catalysts to drive the market crazy, including upcoming trade talks, third-quarter earnings reports and President Donald Trump’s impeachment saga. Tensions escalated ahead of the highly-anticipated trade talks, which resume o
Don’t expect calm markets in October, historically a month for wild swings Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-09-30  Authors: yun li
Keywords: news, cnbc, companies, talks, tensions, volatility, swings, expect, reports, wild, markets, companies, trade, dont, market, calm, historically, stock, month


Don't expect calm markets in October, historically a month for wild swings

The stock market got caught in the perfect storm of escalated trade tensions and impeachment fears in September, but it came out just fine with the S&P 500 poised to eke out a nearly 2% gain. October might be a different story.

October has historically been the most volatile month as the Cboe Volatility Index, or the VIX, tends to peak in the month, jumping to more than 21 points on average over the past 30 years, according to Macro Risk Advisors. The market’s surprising resilience in September, which is typically the worst month for stocks, could also signal the rally is about to lose steam.

“We’ve been spoiled by the lack of volatility this month, and it increases the chances of a little more explosive October,” Ryan Detrick, senior market strategist for LPL Financial, told CNBC. “One thing we know is the markets don’t stay calm forever and we’ve seen that multiple times this year.”

There isn’t a lack of catalysts to drive the market crazy, including upcoming trade talks, third-quarter earnings reports and President Donald Trump’s impeachment saga. Over the past 30 years, more than 190 S&P 500 companies have seen a daily move of more than 1% in October, the most companies in any given month, according to Macro Risk Advisors.

Tensions escalated ahead of the highly-anticipated trade talks, which resume on Oct. 10 in Washington. Reports on Friday said Trump administration officials are considering ways to limit U.S. investors’ portfolio flows into China, including delisting Chinese companies from American stock exchanges.

The U.S. Treasury Department said on Sunday “the administration is not contemplating blocking Chinese companies from listing shares on U.S. stock exchanges at this time.” White House trade advisor Peter Navarro called the reports “fake news” in an interview with CNBC.

Trade tensions, however, will remain a concern even if there are delays in tariffs or other actions.

“We have more conviction that, without a circuit breaker, escalation continues over the medium term, meaning any pause is fleeting,” Michael Zezas, Morgan Stanley’s head of U.S. public policy, said in a note on Monday. “Investors should price in all announced actions even if further delays or pauses are announced.”


Company: cnbc, Activity: cnbc, Date: 2019-09-30  Authors: yun li
Keywords: news, cnbc, companies, talks, tensions, volatility, swings, expect, reports, wild, markets, companies, trade, dont, market, calm, historically, stock, month


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Three before you leave — What to watch for in the market Tuesday

A worker prepares material while making leather boots at the Dehner Co. factory in Omaha, Nebraska. Tuesday marks the first trading day of the month and fourth quarter. After a volatile three-month period, the S&P 500 and the Dow Jones Industrial Average finished the quarter in positive territory. October is historically the most volatile month of the year for stocks, with the Cboe Volatility index, reaching 21 on average over the past three decades. UBS said that to have a positive outlook on s


A worker prepares material while making leather boots at the Dehner Co. factory in Omaha, Nebraska. Tuesday marks the first trading day of the month and fourth quarter. After a volatile three-month period, the S&P 500 and the Dow Jones Industrial Average finished the quarter in positive territory. October is historically the most volatile month of the year for stocks, with the Cboe Volatility index, reaching 21 on average over the past three decades. UBS said that to have a positive outlook on s
Three before you leave — What to watch for in the market Tuesday Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-09-30  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, volatile, watch, market, trade, stocks, ubs, average, volatility, quarter, month, worker, positive, leave


Three before you leave — What to watch for in the market Tuesday

A worker prepares material while making leather boots at the Dehner Co. factory in Omaha, Nebraska.

Here are the most important things to know about Tuesday before you hit the door.

Tuesday marks the first trading day of the month and fourth quarter. After a volatile three-month period, the S&P 500 and the Dow Jones Industrial Average finished the quarter in positive territory. But will October keep up with this trend?

October is historically the most volatile month of the year for stocks, with the Cboe Volatility index, reaching 21 on average over the past three decades.

UBS said that to have a positive outlook on stocks, it needs to see progress on trade and better economic data.

“We expect trade tensions to persist and central banks to remain dovish in 4Q,” UBS global chief investment officer Mark Haefele said in a note to clients.


Company: cnbc, Activity: cnbc, Date: 2019-09-30  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, volatile, watch, market, trade, stocks, ubs, average, volatility, quarter, month, worker, positive, leave


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Here are the biggest analyst calls of the day: Chipotle, Hewlett-Packard, E-Trade & more

Bank of America said in its double upgrade of the stock that any major risks for the company are now known and it had “confidence” in the ability for the business to turn around. “Our prior rating of underperform had been premised on our view that Auto Care challenges would take longer to remedy and that Battery cannibalization would be more onerous than the market had previously priced in. In addition, the forced sale of Varta curtailed cash for debt paydown. We continue to see potential that t


Bank of America said in its double upgrade of the stock that any major risks for the company are now known and it had “confidence” in the ability for the business to turn around. “Our prior rating of underperform had been premised on our view that Auto Care challenges would take longer to remedy and that Battery cannibalization would be more onerous than the market had previously priced in. In addition, the forced sale of Varta curtailed cash for debt paydown. We continue to see potential that t
Here are the biggest analyst calls of the day: Chipotle, Hewlett-Packard, E-Trade & more Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-09-09  Authors: michael bloom
Keywords: news, cnbc, companies, rating, underperform, hewlettpackard, business, varta, biggest, volatility, ability, etrade, calls, chipotle, analyst, day, upgrade, view, turn, confidence


Here are the biggest analyst calls of the day: Chipotle, Hewlett-Packard, E-Trade & more

Bank of America said in its double upgrade of the stock that any major risks for the company are now known and it had “confidence” in the ability for the business to turn around.

“Our prior rating of underperform had been premised on our view that Auto Care challenges would take longer to remedy and that Battery cannibalization would be more onerous than the market had previously priced in. In addition, the forced sale of Varta curtailed cash for debt paydown. We continue to see potential that the integration of the recently acquired assets could result in volatility NT, but with those factors now in the base and mgmt’s solid track record in legacy ENR giving us some confidence in their ability to turn the business around, we up our rating, even if fixes could take some time.”


Company: cnbc, Activity: cnbc, Date: 2019-09-09  Authors: michael bloom
Keywords: news, cnbc, companies, rating, underperform, hewlettpackard, business, varta, biggest, volatility, ability, etrade, calls, chipotle, analyst, day, upgrade, view, turn, confidence


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JP Morgan has created an index to track the effect of Trump’s tweets on financial markets: ‘Volfefe index’

In fact, the president’s market-moving tweets ballooned in August as he hammered China on trade and went after the Federal Reserve on interest rates. In an attempt to quantify the impact of Trump’s tweets on the bond market, J.P. Morgan devised a “Volfefe Index” to analyze how the president’s tweets are influencing volatility in U.S. interest rates. J.P. Morgan found that the index, named after Trump’s infamous and still mysterious “covfefe” tweet, explains a measurable fraction of the moves in


In fact, the president’s market-moving tweets ballooned in August as he hammered China on trade and went after the Federal Reserve on interest rates. In an attempt to quantify the impact of Trump’s tweets on the bond market, J.P. Morgan devised a “Volfefe Index” to analyze how the president’s tweets are influencing volatility in U.S. interest rates. J.P. Morgan found that the index, named after Trump’s infamous and still mysterious “covfefe” tweet, explains a measurable fraction of the moves in
JP Morgan has created an index to track the effect of Trump’s tweets on financial markets: ‘Volfefe index’ Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-09-08  Authors: emma newburger
Keywords: news, cnbc, companies, index, tweets, volfefe, effect, morgan, volatility, reserve, marketmoving, trade, trump, trumps, financial, presidents, markets, track


JP Morgan has created an index to track the effect of Trump's tweets on financial markets: 'Volfefe index'

President Donald Trump speaks as he receives a status report on Hurricane Dorian in the Oval Office of the White House in Washington, September 4, 2019.

Donald Trump is tweeting more and it’s affecting the bond market.

In fact, the president’s market-moving tweets ballooned in August as he hammered China on trade and went after the Federal Reserve on interest rates.

In an attempt to quantify the impact of Trump’s tweets on the bond market, J.P. Morgan devised a “Volfefe Index” to analyze how the president’s tweets are influencing volatility in U.S. interest rates.

J.P. Morgan found that the index, named after Trump’s infamous and still mysterious “covfefe” tweet, explains a measurable fraction of the moves in implied rate volatility for 2-year and 5-year Treasurys.

“This makes rough sense as much of the president’s tweets have been focused on the Federal Reserve, and as trade tensions are broadly seen as, first and foremost, impactful on near-term economic performance and, likewise, the Fed’s reaction to such developments,” wrote the authors of the J.P. Morgan report.

Trump’s market-moving messages most often address trade and monetary policy, with key words including “China,” “billion” and “products.” These tweets are increasingly less likely to receive favorable responses, such as likes or retweets, from the president’s followers.


Company: cnbc, Activity: cnbc, Date: 2019-09-08  Authors: emma newburger
Keywords: news, cnbc, companies, index, tweets, volfefe, effect, morgan, volatility, reserve, marketmoving, trade, trump, trumps, financial, presidents, markets, track


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Business Insider’s Henry Blodget: Slack seems ‘robustly healthy’

Business Insider’s Henry Blodget: Slack seems ‘robustly healthy’11:38 AM ET Thu, 5 Sept 2019Henry Blodget of Business Insider and Ali Rowghani, former Twitter COO, discuss volatility in Slack’s stock after earnings.


Business Insider’s Henry Blodget: Slack seems ‘robustly healthy’11:38 AM ET Thu, 5 Sept 2019Henry Blodget of Business Insider and Ali Rowghani, former Twitter COO, discuss volatility in Slack’s stock after earnings.
Business Insider’s Henry Blodget: Slack seems ‘robustly healthy’ Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-09-05  Authors: brendan mcdermid
Keywords: news, cnbc, companies, twitter, robustly, slack, stock, slacks, business, insiders, volatility, sept, rowghani, henry, blodget, healthy


Business Insider's Henry Blodget: Slack seems 'robustly healthy'

Business Insider’s Henry Blodget: Slack seems ‘robustly healthy’

11:38 AM ET Thu, 5 Sept 2019

Henry Blodget of Business Insider and Ali Rowghani, former Twitter COO, discuss volatility in Slack’s stock after earnings.


Company: cnbc, Activity: cnbc, Date: 2019-09-05  Authors: brendan mcdermid
Keywords: news, cnbc, companies, twitter, robustly, slack, stock, slacks, business, insiders, volatility, sept, rowghani, henry, blodget, healthy


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Here’s what could take a big bite out of your retirement nest egg — and how you can control it

Your income may be fixed in retirement, yet how much you spend could fluctuate dramatically. The amount of money that goes out each month could have a big impact on how well you live, according to research from J.P. Morgan Asset Management. The firm analyzed more than 5 million Chase accounts and found that people tend to spend more at the beginning of retirement. How to make sure you’re covered”We see an increase in spending as people prepare for or transition into retirement,” said Katherine R


Your income may be fixed in retirement, yet how much you spend could fluctuate dramatically. The amount of money that goes out each month could have a big impact on how well you live, according to research from J.P. Morgan Asset Management. The firm analyzed more than 5 million Chase accounts and found that people tend to spend more at the beginning of retirement. How to make sure you’re covered”We see an increase in spending as people prepare for or transition into retirement,” said Katherine R
Here’s what could take a big bite out of your retirement nest egg — and how you can control it Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-09-04  Authors: lorie konish
Keywords: news, cnbc, companies, according, big, spend, research, upend, transition, youre, volatility, heres, bite, morgan, retirement, egg, nest, control


Here's what could take a big bite out of your retirement nest egg — and how you can control it

Your income may be fixed in retirement, yet how much you spend could fluctuate dramatically.

The amount of money that goes out each month could have a big impact on how well you live, according to research from J.P. Morgan Asset Management.

The firm analyzed more than 5 million Chase accounts and found that people tend to spend more at the beginning of retirement.

More from Personal Finance:

Retiring early? These 10 US cities could be your best bet

Here’s how more Americans can save for retirement

Traveling while on Medicare? How to make sure you’re covered

“We see an increase in spending as people prepare for or transition into retirement,” said Katherine Roy, chief retirement strategist at J.P. Morgan. “That surge or volatility is much greater than we had thought.”

And those behaviors could upend traditional measures for how much you need to have saved, according to J.P. Morgan’s research.


Company: cnbc, Activity: cnbc, Date: 2019-09-04  Authors: lorie konish
Keywords: news, cnbc, companies, according, big, spend, research, upend, transition, youre, volatility, heres, bite, morgan, retirement, egg, nest, control


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Three charts suggest this rebound rally may falter

Stocks are on pace for their best week since June, closing the book on a month plagued with major sell-offs. The S&P 500 is up more than 2% this week, cutting down August losses. The worst may not be behind the markets quite yet, says Frank Cappelleri, executive director and chief market technician at Instinet. While demand materialized at the lower end of the trading range, efforts to push back higher quickly faded and the S&P 500 rolled back over. In October and November, the S&P 500 declined


Stocks are on pace for their best week since June, closing the book on a month plagued with major sell-offs. The S&P 500 is up more than 2% this week, cutting down August losses. The worst may not be behind the markets quite yet, says Frank Cappelleri, executive director and chief market technician at Instinet. While demand materialized at the lower end of the trading range, efforts to push back higher quickly faded and the S&P 500 rolled back over. In October and November, the S&P 500 declined
Three charts suggest this rebound rally may falter Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-08-30  Authors: keris lahiff
Keywords: news, cnbc, companies, rally, falter, volatility, sp, charts, trading, month, week, worst, theres, rebound, market, 500, cappelleri, suggest


Three charts suggest this rebound rally may falter

Stocks are on pace for their best week since June, closing the book on a month plagued with major sell-offs.

The S&P 500 is up more than 2% this week, cutting down August losses. At its worst, the index had fallen more than 5% this month.

The worst may not be behind the markets quite yet, says Frank Cappelleri, executive director and chief market technician at Instinet. He says three charts back up his case.

“If you look back at the S&P since the beginning of 2018 when volatility really came back into the picture, there’s been a handful of very violent downturns and they’ve varied in terms of degree of decline and their length. But each one of them really continued until we saw capitulation, and then a positive reversal,” Cappelleri said Thursday on CNBC’s “Trading Nation.”

This time looks different, he said. While demand materialized at the lower end of the trading range, efforts to push back higher quickly faded and the S&P 500 rolled back over. If this continues, the buyers driving the market higher may grow fatigued, Cappelleri added.

The market is also mirroring trading patterns seen last year, he added. In October and November, the S&P 500 declined to 2,600, returned to 2,800 twice and then tumbled lower. That set off the major decline to December lows.

“I’m not saying that there’s going to be a downturn of that magnitude here. But as long as we continue to stay in that range right now, I think we have to consider that there’s going to be another downturn at some point,” said Cappelleri.

Higher levels of volatility this month could also bleed over into the next stretch, he said. August has seen 11 moves of at least 1% in either direction, its most in roughly 18 months. When that happens, there are “clusters,” and volatility tends to roll on through the following months, Cappelleri noted. In February of 2018, for example, volatility came back in force, kicking off more wild swings through March and April.

“Go back to last October, November, December, it happened as well,” said Cappelleri. “So could this August be an aberration and we go back to new highs with no volatility? It could, but I think we have to look at recent history and realize that these big moves could be with us for a while, even if we don’t get a big downturn.”

The VIX volatility index spiked above 24 this month, its highest level since the December slump. It currently trades at 19.


Company: cnbc, Activity: cnbc, Date: 2019-08-30  Authors: keris lahiff
Keywords: news, cnbc, companies, rally, falter, volatility, sp, charts, trading, month, week, worst, theres, rebound, market, 500, cappelleri, suggest


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