Market Outlook


  • The market for iron ore "remains incredibly positive," Patrick Loftus-Hills, managing director of Metals & Mining, Moelis, told CNBC. "I think the supply-demand fundamentals would suggest that investing in iron ore right now is exactly where you want to be investing."

  • Mark Mobius: China 'Will Continue to Fly'     Tuesday, 20 Mar 2012 | 5:05 AM ET

    Templeton's Mark Mobius tells CNBC investors should stay with emerging markets. Asked if there will be a "hard" or "soft" economic landing in China, Mobius says China is not landing, they are going to continue to fly. He also explains why he expects the Federal Reserve will launch a QE3 effort, and says it's possible we'll also get a QE4 and even a QE5.

  • The stock market recovery over the past three months has been good "but across the market we're still seeing a lot of great opportunities in stock levels and broadly I think that equity market valuations are really still quite attractive, particularly when we compare them to to government bonds and other fixed-income instruments," Stuart Reeve, portfolio manager at BlackRock Global Equities, said.

  • Deutsche to Open Gold Vault in London Tuesday, 20 Mar 2012 | 3:45 AM ET

    Deutsche Bank is to open a new precious metals vault in London next year, joining a growing number of banks and logistics companies seeking to cash in on booming investor demand for physical gold and silver. The FT reports.

  • No Huddle Offense: Apple's New Dividend     Monday, 19 Mar 2012 | 6:58 PM ET

    Mad Money host Jim Cramer explains what disappointed him about Apple's dividend announcement.

  • Cramer's View on Statoil     Monday, 19 Mar 2012 | 6:45 PM ET

    Mad Money host Jim Cramer helps you understand both sides of the Statoil story.

  • Cramer Eyes Stealth Tech Stocks     Monday, 19 Mar 2012 | 6:25 PM ET

    Mad Money host Jim Cramer reveals his surprising tech plays.

  • Why Cramer Likes SunTrust Banks     Monday, 19 Mar 2012 | 6:15 PM ET

    Mad Money host Jim Cramer explains why now is the time to be bullish on banks, particularly SunTrust Banks.

  • Cramer on Strength of U.S. Companies     Monday, 19 Mar 2012 | 6:00 PM ET

    Mad Money host Jim Cramer assesses the state of the U.S. economy, and why U.S. companies could be growing stronger.

  • Trading the Dollar's Pullback     Monday, 19 Mar 2012 | 5:41 PM ET

    The dollar is slipping again for the third straight day against the euro. Amelia Bourdeau, Westpac Institutional Bank, discusses whether short covering is boosting the euro.

  • Can Samsung Take a Bite Out of Apple?     Monday, 19 Mar 2012 | 5:00 PM ET

    Tim Seymour, Fast Money contributor, explains why Samsung is the "Apple" of emerging markets. Meanwhile, Bernstein downgraded Sprint to "underperform" Monday. CNBC's Kayla Tausche reports on the likelihood of a Sprint default.

  • The weak U.S. dollar drives coal and steel up, with the Fast Money team. Dennis Gartman, of the Gartman Letter, offers his view on wheat, soybeans and corn after they took a hit. And Rob Kapito, president of BlackRock, explains how to invest in a volatile world.

  • Options Action: The Citi Trade     Monday, 19 Mar 2012 | 5:00 PM ET

    Discussing whether you should buy or sell Citi, with the Fast Money traders.

  • Facebook Pre-IPO Evaluation     Monday, 19 Mar 2012 | 5:00 PM ET

    Banks are concerned about the future of IPO revenues, reports CNBC's Kate Kelly. And James Lee, of Credit Agricole, takes a look at Facebook's financial estimates and anticipated valuation.

  • CNBC Sound Off     Monday, 19 Mar 2012 | 4:11 PM ET

    CNBC guests offer their views on the markets and economy.

  • Market Up, Time for a Break?     Monday, 19 Mar 2012 | 4:05 PM ET

    Despite the market hitting multi-year highs, Jim Paulsen, Wells Capital Mgmt. and Tim Freeman, Elevation LLC, discuss why a slowdown could be due.

  • CNBC's Sharon Epperson discusses the day's activity in the commodities markets. In the energy complex, Brent was down, but WTI was up. And Valero announces it's shutting a refinery in Aruba.

  • Market Outlook: S&P 500 Financials Leading     Monday, 19 Mar 2012 | 3:32 PM ET

    Checking in on the current state of the markets and where the economy is headed this week, with Steve Neimeth, SunAmerica Asset Mgmt. portfolio manager and Anthony Chan, JPMorgan Private Wealth Mgmt. chief economist.

  • CNBC Fed Survey: Euro Zone Outlook     Monday, 19 Mar 2012 | 1:27 PM ET

    CNBC's Steve Liesman reports the probability of a European default in the next three years, according to the CNBC Fed Survey. Also, CNBC's Ross Westgate weighs in.

  • Lyrical Management Long Fund Up     Monday, 19 Mar 2012 | 12:12 PM ET

    Discussing why his company's portfolio does not include shares of Apple, with Andrew Wellington, Lyrical Asset Management CIO, who also shares his investment strategy, with Jeff Keswin Lyrical Partners.