Stephanie Landsman

JPMorgan’s Marko Kolanovic warns 2023’s market rally will collapse. The Institutional Investor top-rated strategist cut his exposure to underweight this month.

Wells Fargo Securities’ Michael Schumacher believes Fed policy is working against equity investors regardless of this week’s inflation data outcome.

High-yield savings accounts and Treasurys are going up against stocks. And, the winner may be your neighborhood bank for the first time in decades.

The 2-year Treasury yield to doing something that hasn’t happened since 1987 due to the Silicon Valley Bank meltdown, according to Evercore ISI.

“People are looking for the new toy,” FirstMark Capital’s Rick Heitzmann says after Arm Holdings stock jumps 25% in its first trading day.

“I don’t think we’re near the end of this move in the bond market,” the Bianco Research president told CNBC’s “Fast Money” on Tuesday.

Institutional Investor hall-of-famer Marko Kolanovic warns high interest rates are creating a breaking point for stocks.

As the nation’s biggest retailers kick off key sales week, former Walmart U.S. CEO Bill Simon warns consumers are at a tipping point.

The need for second — and often third — incomes is mounting, according to Current CEO Stuart Sopp.

Wells Fargo Securities’ Chris Harvey sees a volatile path to his S&P 500 to 4,625 year-end target.

Sheila Bair, known for leading the FDIC during the 2008 financial crisis, warns that the inflation fight is far from over.

It’s a level not seen since George W. Bush was president. Bianco Research’s Jim Bianco sees the 10-year Treasury yield hitting 5.5% this year.

Evercore ISI’s Julian Emanuel finds clients are more worried about being underinvested than overexposed right now.

Jefferies’ Brent Thill sees Facebook as vital — despite President Donald Trump calling it an “enemy of the people” on CNBC’s “Squawk Box” on Monday.

“I’m in the camp that the Fed does not change policy in the summer of an election year,” the Bianco Research president told CNBC’s “Fast Money” on Monday.

The Fed may have new incentives in the second quarter to cut rates deeper this year.

Sheila Bair, who ran the FDIC during the financial crisis, is nervous about a handful of regional banks going into earnings.

“Everything is kind of falling apart in their core business,” Moses Ventures founder Danny Moses told CNBC’s “Fast Money.”

Walmart may just be a pit stop for high-income consumers.

Brian Gardner, Stifel’s chief Washington policy strategist, said it is a “make or break week” for President Joe Biden’s campaign.