
Michelle Fox
Markets Reporter at CNBC
A veteran digital and television journalist, I write about investing trends, personal finance and markets for CNBC Pro.
Articles
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1 week ago |
cnbc.com | Michelle Fox
There is a "massive" opportunity ahead as the world gets grayer and more senior citizens want to grow old at home, according to William Blair. While the aging population has been an enduring investment theme over the past decade, the thesis is now heating up, analyst Ryan Daniels said in a note published Wednesday. "The true wave of growth in the senior population is just beginning to manifest across the United States," he wrote.
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1 week ago |
cnbc.com | Michelle Fox
One place investors can turn to in this volatile market is agency mortgage-backed securities, according to Janus Henderson. The assets —debt obligations created out of a pool of mortgages and backed by the federal government — have historically been resilient in market selloffs, explained John Kerschner, head of U.S. securitized products and a portfolio manager at Janus.
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2 weeks ago |
cnbc.com | Michelle Fox
The market's remarkable one-month turnaround from the tariff-induced rout may have many investors wondering how to position themselves for what lies ahead. The S & P 500 is above the level it traded on April 2, when President Donald Trump detailed his sweeping tariff policy. Stocks tumbled in the wake of that announcement and remained rocky as the president walked back many of those levies and announced a pause for negotiations.
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2 weeks ago |
cnbc.com | Michelle Fox
With the tariff-induced volatility in the rearview mirror, BlackRock's Rick Rieder has once again set his sights on high-yield bonds. Yet, he is sticking with those that have maturities of three to five years. That is because he expects more volatility in long-end rates. Yields on 10- and 30-year Treasurys spiked on Monday after Moody's downgraded the U.S. credit rating one notch to Aa1 from Aaa late Friday. The 30-year hit a high of around 5.03%, while the 10-year at one point topped 4.5%.
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2 weeks ago |
cnbc.com | Michelle Fox
Check out the companies making the biggest moves in premarket trading: Walmart — The retail giant slipped nearly 2%. On Saturday, President Donald Trump said Walmart should " eat the tariffs " and not raise prices. Treasury Secretary Scott Bessent told NBC's "Meet the Press" on Sunday CEO Doug McMillon told him the company would absorb some of the levies. Netflix — Shares shed 1.8% on the back of a downgrade at JPMorgan to neutral from overweight.
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