Stephanie Link @Stephanie_Link
Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum. NJ/NY Joined January 2012-
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Have a nice weekend all. Some believe this is the anthem of Vermont. A fun one: Noah Kahan - Stick Season
Atlanta Fed GDP for 2Q initial read at 3.9%. atlantafed.org/cqer/feature/2…
$LRCX: clear positive was another guide up for WFE spend to mid $90B up from recent lows of $80B.
$IBM missed on software and consulting. One bright spot: Consulting book for gen AI was 2x all of last year in just Q1 w $1B bookings. Other + notables - digital transformation and application modernization. And FCF guide of $12B. Just can’t miss on core biz.
$META: The "End of the Year of Efficiency": Guide Total Expenses $96B to $99B from $94B to $99 - Street $96.87B. Capital expenditure $35B to $40B from $30B to $37B - Street $34.5B.
$TXN: always find commentary important given the diversified end markets. On the neg side: TR down in all segments/needed inventory depletion, GMs down 820 bps on lower revs/costs. But on the pos side: "some" industrial customers are at the end of the inventory cycle.
India’s Economic Activity Continues to Expand, Flash PMIs Show - fastest pace in 14 years. bloomberg.com/news/articles/…
$LVS: not a great Q but EPS revisions down 2% and stock down 9% - a disconnect as Macau renovations will help future earnings. Singapore on fire post renovations. $1B buy back as support.
$SLB: Strong Q with very supportive guide - mid teens y/y EBITDA growth with seasonal tailwinds to Intl/Digital & ME/Asia up 29% y/y. M&A synergies $400m/yr. Reit $7B in S/H returns in 2024/2025. 14x.
Just doing some homework this weekend: $AXP new customer acquisitions accelerated in Q with Millennial and Gen Z consumers at 60% of cos new consumer account growth. EPS ests revised higher on a more sustainable growth target.
Markets don't go up in a straight line. Watch the underlying rotation. Next week will be another busy one with 33% of $SPX earnings to report - and PCE. Have a good weekend. Cool band from Charleston, SC Susto - Homeboy
$NKE considering Caitlin Clark for endorsement. How great - and smart. theathletic.com/5424729/2024/0…
"We've hit an air pocket because we are trying to adjust as to what we think the Fed is going to do," says @Stephanie_Link. "I'm not more nervous because the growth in the macro economies around the world is actually much stronger than people have expected."
Bank cos generally optimistic on M&A pipelines. Yesterday CEO of $MS specifically pointing out to strength in "cross border" activity - driven by supply chain disruptions and the rebuild globally.
WNBA draft is now in the books - a wonderful event and congratulations to the rock stars. Can't wait to see what all of you will do! bleacherreport.com/articles/10116… via
A good conversation today on @HalftimeReport - watch the entire clip for a broad-based understanding that it's more than just Maga and that the broadening has legs cnb.cx/3Q4n7cO
$SCHW: still awaiting NII recovery (like every other bank) but the encouraging data point 1Q was that NIM looks to have bottomed @ 2.02% vs cycle lows at 1.87% y/y with goal of 3% by yr end 2025.
$AXP: March loan data ahead of expectations w US loans +15.8% a 49 bps increase m/m & balances +$3B m//m - faster than seasonality. US consumer loans +14.5% up 74 bps m/m and SMB growth remains strong +20% y/y. 1Q loan growth tracking ahead of 15.5% y/y for card lending biz.
Consumer continues to spend: March Retail Sales .7% vs. .4% expectations with prior revised to .9% from .6%. Ex auto retail sales 1.1% vs .5% expectations. And importantly the control group 1.1% vs .4% expectations - as this goes into GDP figures.
Much to discuss on Monday morning bright and early Monday morning with @CNBCWEX @FrankCNBC to discuss this past week and the go-forward.
Jim Cramer @jimcramer
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3K Followers 368 Following Chief Market Strategist, Merion Capital Group. Always seeking truth / assessing risks. My opinions only. Not sufficient for investment advice. Do the work!@Stephanie_Link Great job as always not a bad way to end the week and of course not surprised u would find this have a great weekend
@Stephanie_Link Looking forward to next week also great job as always and u always find great and interesting music awesome job have a great weekend
"We've hit an air pocket because we are trying to adjust as to what we think the Fed is going to do," says @Stephanie_Link. "I'm not more nervous because the growth in the macro economies around the world is actually much stronger than people have expected."
@Stephanie_Link @HalftimeReport Great show today and thanks to all for their comments. Special thanks to you Stephanie.
cnbc.com/video/2024/04/… @Stephanie_Link @CNBCWEX 🔥🏆🍿👇
"I think this is going to be a robust tech earnings season next few weeks. We view this more as a golden buying opportunity," says @DivesTech to @FrankCNBC
On today's show with @FrankCNBC: Markets: Steven Wieting Banks: @Hugh_Son Stocks: @Stephanie_Link and @DivesTech Oil: Rebecca Babin Trading: @AmyWuSilverman Reporting: @Silvia_Amaro, @PositivelyBrie, @dan_murphy, @KristinaParts, and @PippaStevens13 See you at 5am ET on @CNBC!
@Stephanie_Link @CNBCWEX @FrankCNBC Have a nice weekend Stephanie!
@Stephanie_Link @CNBCWEX @FrankCNBC Always look forward to hearing your thoughts. Tough week and a little unnerving. Your words give me confidence and direction. Have a nice weekend.
@Stephanie_Link Thank you for your insight this week Stephanie, look forward to next week. I hope you have a fabulous weekend.
@Stephanie_Link Looking forward to it did buy a few stocks this week great job and of course music choice have a great weekend
@Stephanie_Link Absolutely have been saying that for years
@Stephanie_Link Do it on a Sunday afternoon and everyone gets to watch it.
Despite all the hand-wringing over fed policy and rising bond yields, the 10-year note year remains below its historical average. It reached an all-time high of nearly 15.7% in 1981 and a low of .32% in 2020. Interest rates are roughly "normal."
"Why are we talking about less cuts? That's because the economy is actually growing better than expected...and the consumer continues to be strong," says @Stephanie_Link. "It's important because it means that earnings can continue to grow."
Thank you Stephanie.😇
Have a lovely weekend all. A great 1Q for markets with a solid economy and the consumer strongly participating. Many renditions of one of my favorites. Please enjoy: Brandi Carlile & the Seattle Symphony - Hallelujah
@Stephanie_Link Australia is more than “sort of fun” @Stephanie_Link 😄 Come on down and check us out !! Although I will miss your insights on @HalftimeReport while you’re here.
Celebrating my daughter beating cancer with an extra-special Lightning Round