Inflation impact: During periods of low
#inflation
,
#stocks
and
#bonds
are negatively correlated. But when inflation rises and persists, there’s a positive
#correlation
between the two.
We’re in the midst of significant geopolitical uncertainty. As a result, the markets are experiencing wild swings, which can be unsettling. Therefore, it is important to provide some perspective and historical context to market performance.
In this edition of "Smart Charts," Oppenheimer's
@AriWald
examines the Bloomberg Commodities Index, the S&P 500 Index, and the Russell 2000 with Bloomberg's
@TheChartress
on "What'd You Miss?" (Source: Bloomberg)
Oppenheimer is proud to celebrate 140 years. As we celebrate this new milestone of helping our clients achieve their financial objectives, we look ahead to the next 140 years and remain as committed to providing the service that stands the test of time.
We are pleased to announce that Oppenheimer has been selected by
@TheTechAnalyst
as a winner in the Best Equity Research category. Congratulations to
@AriWald
and the entire Equity Research team for this distinct recognition.
@AriWald
, Oppenheimer head of technical analysis, joins
@PowerLunch
to discuss the characteristics around today’s equity
#market
sell-off, whether an S&P 500 rally would be real or a head fake and more.
#DowJones
#SP500
Oppenheimer’s Disruptive Innovation Summit, held in partnership with
@Delphi_Digital
, is exploring the developing landscape of
#Blockchain
,
#AI
and
#FinTech
through panel discussions, one-on-one meetings, and keynote presentations. Read more:
Oppenheimer's
@AriWald
, joins
@CNBCTheExchange
to discuss retesting S&P lows, mega cap tech stocks dominating indexes, and understanding time horizons in the midst of a volatile market.
The Dow closed out its best month since January 1987. Oppenheimer’s
@AriWald
and Joule Financial’s Quint Tatro share which they favor in December
@TradingNation
.
Jared Holz, Oppenheimer healthcare strategist, joins
@PowerLunch
to discuss the
#healthcare
sector and why
#biotech
companies could struggle the most in the space.
We are excited to host our first
#5GSummit
on Tuesday, December 15, 2020. This one-day virtual event will explore the current opportunities and inflection points in the
#5G
space through company presentations, fireside chats, and 1on1 meetings. Learn more:
The
#SP500
hasn't been this expensive in two years.
@AriWald
of Oppenheimer and Boris Schlossberg of BK Asset Management on whether this is reason for concern.
This is a great opportunity to learn about how leading
#CPG
and
#retail
companies are navigating the current backdrop riddled with unprecedented
#inflation
, increasing concerns on the health of the
#consumer
, and material shifts in discretionary spending.
Keep calm, avoid kneejerk reactions. For more on how to put recent market volatility fueled by war in
#Ukraine
and rising U.S.
#inflation
in perspective, read our latest commentary.
#BlackHistoryMonth
: The first African American woman to pass the
@NYSE
exam in 1953, worked as a certified investment counselor at Oppenheimer. Mrs. Lilla St. John was a 25 year old mother of two, and a former soprano opera singer who found capital investments fascinating.
Jared Holz, Oppenheimer healthcare equity strategist, joins
@SquawkStreet
to discuss Johnson & Johnson’s plans to separate the consumer products business and the pharmaceutical business. $JNJ
#johnsonandjohnson
@AriWald
, Oppenheimer managing director and head of technical analysis, joins
@CNBCTheExchange
to discuss stocks ahead of earnings, including Walmart and Home Depot.
@AriWald
, head of technical analysis at Oppenheimer, agreed that economic factors are working in the transports’ favor. In particular, he prefers exposure to road-and-rail industry stocks. $FDX $UPS
#transports
Oppenheimer’s Board of Directors is pleased to announce the appointment of Robert Lowenthal as President of Oppenheimer Holdings Inc. and Oppenheimer & Co. Inc. Read the full press release:
We welcome our participants to the Oppenheimer Technology, Internet & Communications Conference and look forward to providing investors with access to leading public and
#privatecompanies
for
#investmentinsights
during this challenging time.
#OpcoTech2020
We are excited to host
@oates_jane
of
@WorkingNation
on a virtual discussion next week. We will explore the type of products and business models that are best positioned to thrive in the new skills based learning world.
#edtech
#elearning
The Dow Jones Industrial Average is having its worst month since 1931.
@AriWald
of Oppenheimer and
@JouleCIO
of Joule Financial discuss the stocks leading the decline.
It's
#InternationalPodcastDay
🎤 and we are bringing our firm's top financial thought leaders directly to you! Available on all major podcast platforms:
Apple Podcasts:
Google Podcasts:
Spotify:
Oppenheimer's
@AriWald
joins
@CNBCTheExchange
to discuss an area of relative outperformance in equities, if it’s time to invest in the Russell 2000 and more.
We congratulate The Robinson Private Client Group of Oppenheimer & Co. Inc. for being named to the 2019 National Association of Plan Advisors (NAPA) Top DC Advisor Teams.
@NAPA401K
@AriWald
: “Typically at market turning points you’re going to see investors embrace the most beaten-up laggards. For the S&P
#casinos
industry, we are seeing that stability over the last eight weeks. I think you test the underside of that 200-day.”
Ari Wald of Oppenheimer discusses individual
#stocks
as they hit new highs: “It’s a very bullish market we have on our hands. It’s getting to be year two of the
#bullmarket
that started in [December] 2018.”
Is there any chance the global economy could slip into
#recession
? Oppenheimer's
#technical
analysis team is one of many that has flagged this as a primary risk not just for global
#stocks
, but also for U.S.
#investors
:
Analysts are getting bullish on $FB and $TWTR, but do our traders agree?
@AriWald
of Oppenheimer and Gina Sanchez of Chantico Global and Lido Advisors discuss the social space.
@TradingNation
@CNBC
U.S. futures slumping this morning as investors continue to monitor the latest round of
#stimulus
talks and await the monthly
#JobsReport
.
@AriWald
of Oppenheimer joined Wake Up With
@cheddar
for a closer look at what's driving the markets.
🎙️ In this episode, Oppenheimer's Michael Margolis and Jared Holz discuss the current
#biotech
markets, while addressing questions such as: when will the biotech sector improve, and how will
#inflation
impact biotech or
#healthcare
?
Oppenheimer’s recently added Specialty Finance team has built a strong foundation for success heading into 2022 with nearly $3 billion in public capital raised since June 2021
Congratulations to Oppenheimer
#Healthcare
Investment Banking led by Michael Margolis on continued strong execution for clients looking to access the
#capitalmarkets
. Read More:
#PODCAST
: In this episode, Oppenheimer's Robin Graham and Jane Ross discuss the volatile market and issues like
#COVID
,
#supplychain
disruptions, and
#inflation
which contribute to headwinds for technology companies and performance.
Listen now:
The social media and internet stocks are on watch after
@Twitter
and
@Facebook
suspended President Donald Trump’s accounts.
@AriWald
of Oppenheimer and Michael Binger of Gradient Investments discuss their outlook. $TWTR $FB
For the second year in a row, Oppenheimer’s Boston office participated in the J.P. Morgan Corporate Challenge, a 5K event that included over 10,000 runners. Team Oppenheimer placed 37 out of 269 participating companies. Congratulations to all involved!
#PODCAST
: Peter Cadaret joins John Stoltzfus of Oppenheimer Asset Management to discuss the recent volatility in the global
#equity
markets, the flow of economic data and Fed activity, and the potential impact of the upcoming
#Election2020
on the markets.
Traders’ top picks for the Biden presidency:
@AriWald
of Oppenheimer and Gina Sanchez of Chantico Global and Lido Advisors share their top
#trades
for the next four years with CNBC’s
@seemacnbc
.
@AriWald
of Oppenheimer and
@Jpetrides2
of Tocqueville Asset Management share how they would approach consumer discretionary and retail stocks at records. With
@FrankCNBC
.
Please join us in congratulating Managing Directors Rick Schafer and Colin Rusch on being named to the list of the top 10 stock analysts of the decade by
@TipRanks
. Learn more:
"I think the key point here is, relative to the S&P 500 , [
#Nike
's]
#stock
is still retracing underperformance dating back to its 2015 relative peak,"
@AriWald
said, adding its relative performance continues rising:
Alex Santos, son of two Oppenheimer employees, was drafted to the
@astros
in the 2020
#MLB
Draft. We are proud to support the Santos family as they celebrate this major accomplishment and will be sure to cheer them on from the stands. Learn more:
We are thrilled to announce the addition of Tatiana Zurek to our Coral Gables office, further strengthening our ongoing commitment to the LATAM Region and building out Oppenheimer’s international financial advisor business. Welcome, Tatiana!
Please join us as we congratulate Executive Director Owen Lau, CFA for being named as the Asian American Pacific Islander Research Analyst of the Year by Wealth Solutions Report. Congratulations, Owen!
#AAPI
#AAPIHM
#AAPIHeritageMonth
@wealth_report
With the new quarter off to a good start, investors keep asking us “How much longer can stocks move higher?" Read more from Oppenheimer's John Stoltzfus.
In this edition of "Smart Charts," Oppenheimer's
@AriWald
examines the S&P 500 Index, high-beta stocks and financials with Bloomberg's Abigail Doolittle on "Bloomberg Markets: What'd You Miss?" (Source:
@business
)
Our CMO
@JoanKhoury
attended the inaugural
@WSJ
2019 CMO Network Meeting in New York City. Companies attending the meeting account for $4.8 trillion in revenue and more than 3.1 million jobs. Thanks to
@murraymatt
for including Oppenheimer in this select group of invitees.
Oppenheimer Senior Analyst of Emerging Technologies and Services Martin Yang joins Yahoo Finance Live to take a closer look at what the response to the trailer could indicate for the stock. $TTWO
#GTA6
Welcoming back
@ScottGottliebMD
to hear his updated perspective on all things
#COVID19
as the new school year starts and the fall season beats to a rhythm unfamiliar to us all. Learn more: