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Piper Sandler's Michael Kantrowitz: As long as employment & GDP look ok, earnings should improve
CNBC Television· 2025-09-25 18:07
All right. Uh let's uh let's move on to the broader markets. The S&P 500 is pacing for what would be at least if it maintained what it's doing right now, a third straight day of declining.Still, although we're very close to record levels, joining us with his outlook is Michael Caneritz. He's Piper Sandler's chief investment strategist. Nice to have you here, Michael.Thanks. Uh you write um that you expect improving EPS breath to take over after three years of PE expansion. Can you explain what that means an ...
Pending home sales tick up in May
CNBC Television· 2025-06-26 18:01
CNBC’s Diana Olick joins 'The Exchange' to discuss the latest housing data. ...
花旗:美国经济- 鲍威尔释放鸽派信号的三个原因
花旗· 2025-06-23 02:09
V i e w p o i n t | 18 Jun 2025 08:33:31 ET │ 13 pages US Economics The Daily Update – Three reasons for Powell to sound dovish CITI'S TAKE Today at 2PM we expect Chair Powell's comments to skew dovish and median dots to continue to indicate two 25bp rate cuts this year. Powell has at least three reasons to be dovish: 1. Three months of softer core inflation 2. Rising continuing jobless claims 3. Softer housing data. Andrew Hollenhorst AC +1-212-816-0325 andrew.hollenhorst@citi.com Veronica Clark AC +1-212- ...