Corporate America may be more inclined to hold cash as a hedge, which would imply fewer buybacks. Fewer Stock Buybacks: An Effect of Higher Interest Rates “More cash means more interest as a way to boost your earnings, especially if the macro condition is deteriorating,” Alec Young from MAPSignals tells Bob Pisani, CNBC Senior Markets… Read more »
Stocks Need Rates to Stabilize Before Luring Back Buyers “There’s a very tight correlation between equities and rates. They need to see rates come down before buyers have confidence to buy stocks again.” Alec Young, chief investment strategist at MAPsignals tells CNBC. Read more »
Alec Young, our chief investment strategist at MAPsignals, joins BNN Bloomberg to discuss his outlook for stocks and bonds amid the inflationary environment. Interest Rates Have To Be Above 6% to Break the Market He discusses his latest macro report, Rising Interest Rates Won’t Kill Stocks, and much more. Read more »
Is Tech in trouble? In the year of AI, the Fed, and valuations – is Geopolitics in China an equal weighted risk factor? Alec Young – Bloomberg Technology 09/07/2023 Alec Young, our chief investment strategist at MAPSignals, explains: Potential revenue and earnings headwinds are part of market calculation. – in an interview with Bloomberg Technology…. Read more »
Alec Young, our investment strategist at MAPSignals, joins BNN Bloomberg to discuss his report titled “When to Bet Big on Small Caps“, highlighting the ways in which small caps have outperformed the S&P 500, including their strength in cyclical sectors and their lower sensitivity to interest rates. Now is the Time to Buy Small Caps Read more »
Alec Young, our chief investment strategist, shares his thoughts with Bob Pisani at CNBC on what will be the drivers of stocks for the rest of 2023. Market Drivers in the Final 5 Months of 2023 Read more »
Markets Are Less Reliant on Mega-Cap Tech to Move Higher Alec Young, chief investment strategist at MAPsignals, tells BNN Bloomberg he is still positive on tech, but his call for the second half of 2023 is a broadening of the market rally to other sectors like financials, industrials and energy. He says the stronger earnings… Read more »
History says narrow leadership is not a harbinger of poor performance. Strong Earnings Growth Will Fuel the Tech Rally Alec Young, chief investment strategist at MAPsignals joins BNN Bloomberg to talk about the tech rally in 2023 and why he disagrees with those who think the rally is over. Read more »
“Tech is providing reliable, organic growth in a time of macro uncertainty”, say MAPsignals chief investment strategist Alec Young. Tech provides reliable growth in a time of Macro uncertainty Alec Young discusses U.S. futures & the tech rally with CNBC. Read more »
Alec Young, chief investment strategist at MAPsignals, joins BNN Bloomberg to talk about why he thinks recessionary fears are overblown and why he’s still bullish on equities. Read more »