Fred Imbert

Assam

Pro Editor at CNBC

Markets junkie @cnbc ; F1; thoughts, typos my own. RTs not endorsements. E: [email protected]

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Articles

RBC raises S&P 500 target, but still sees a decline from current levels

4 days ago | cnbc.com | Fred Imbert

The stock market outlook has improved, but only slightly, according to RBC Capital Markets. Head of U.S. equity strategy Lori Calvasina raised her year-end S & P 500 price target to 5,730 from 5,550 . That, however, still implies a decline of 3% from Friday's close.
A big comeback month ends. Investors might be mistaken thinking all is well

1 week ago | cnbc.com | Fred Imbert

Stocks roared back to life in May, but trouble still looms for Wall Street. The S & P 500 and Dow Jones Industrial Average are up 6.2% and 3.8%, respectively, in May. Both benchmarks are on pace to snap three-month declines. The Nasdaq Composite advanced nearly 10% this month, on track for its best month since November 2023. The U.S. pausing tariffs on China boosted stocks, easing concerns that protectionist trade policies could tip the economy into a recession.
Why the market could be getting this wrong by rallying on the court blocking Trump's tariffs

1 week ago | cnbc.com | Fred Imbert

Due to the breadth of the advertising ecosystem, a variety of vendors may be used for different campaigns. While NBCUniversal lists all of our potential partners, a smaller selection may be used on any given website.
The rest of the world is trouncing the U.S. stock market. Why that could continue

1 week ago | cnbc.com | Fred Imbert

It's been a banner year for international stocks compared to the U.S. The iShares MSCI All Country World Index ex U.S. ETF (ACWX) has rallied more than 14% in 2025, while the S & P 500 is marginally higher year to date. ACWX also hit a closing record high on Tuesday, while the U.S. large-cap benchmark is still 3.8% below its all-time high set in February. This outperformance by the rest of the world is uncommon to say the least.
Don't expect the market to go anywhere this summer, says JPMorgan

1 week ago | cnbc.com | Fred Imbert

Looking for another leg higher in stocks this summer? JPMorgan thinks investors should pump the breaks.
Trump ruins investors' long weekend by ramping up his trade war again

2 weeks ago | cnbc.com | Fred Imbert

Investors had put global trade tensions on the backburner and were ready to relax going into a three-day weekend. Then Friday came along. President Donald Trump posted on Truth Social that he recommends the U.S. slap the European Union with a 50% levy starting June 1 . "The European Union, which was formed for the primary purpose of taking advantage of the United States on TRADE, has been very difficult to deal with," he said.
30-year Treasury yield threatening to hit highest level in 18 years

2 weeks ago | cnbc.com | Fred Imbert

Longer-dated U.S. Treasury yields are making investors uncomfortable. The yield on the 30-year Treasury bond climbed to 5.14% on Thursday, the highest since since 2023. The closely-watched yield is within reach of 5.18% — a level last seen in 2007, the year before the Global Financial Crisis . Yields at these levels have unnerved equity traders this week, curbing a six-week-long comeback rally off intraday lows touched in early April.
Stock returns start to evaporate when yields rise to where they are now

2 weeks ago | cnbc.com | Fred Imbert

Bonds could slow down the stock market after a stellar bounce over the past six weeks. The 30-year Treasury bond yield spiked back above 5% on Wednesday, while the benchmark 10-year Treasury note yield was more than 4.5%. Rates have been pushing higher lately as investors worry about the U.S. fiscal deficit. Moody's on Friday downgraded the country's debt, the last of the major credit rating agencies to do so.
The S&P 500 could soon return to record highs as sentiment improves

2 weeks ago | cnbc.com | Fred Imbert

For the moment, it seems stocks can't be stopped. The S & P 500 eked out a small gain on Monday, extending its winning streak to six days after reversing a decline sparked by a Moody's downgrade of the U.S. debt. The advance added to the benchmark's rebound off the lows that followed the April 2 tariff announcement. Since reaching an April 7 intraday low, the index is up more than 23%. Easing tariff rates and improving investor sentiment fueled the gain.
JPMorgan upgrades emerging markets. How to play the improved outlook

2 weeks ago | cnbc.com | Fred Imbert

Emerging market stocks couldn't catch a break the past four years. Now their fortunes may be turning. JPMorgan upgraded emerging markets to overweight from neutral on Monday. Strategist Mislav Matejka cited several reasons for the change, including easing trade tensions and attractive valuations. "De-escalation on U.S.-China trade front reduces one significant headwind for EM equities," Matejka wrote.