Mike Wilson: Q1 Earnings - Impressive Bu...

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thought ... Show More

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights f ... Show More

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investment-led growth cycle with meaningful market upside.Read more insights from Morgan ... Show More

<p>Stocks were broadly down today, but Nvidia gained another 5% and recent high flyers have been largely holding their own. But with risks from the Fed and mounting job cuts, are investors too euphoric about the outlook? Plus Eli Lilly jumped to a new record ahead of its earnings ... Show More

Stocks rising ahead of tomorrow’s PPI report, as economists are looking for inflation pressures to ease as we get ready for the last Fed meeting of the year. But can the momentum contine. Plus, shares of Tesla have been cut in half this year. Is there any charge left in the stock ... Show More

Ethan Harris, Head of Global Economics at Bank of America Merrill Lynch, joins the show to take a stethoscope to economies around the world for health checks. Plus, the markets bent, but didn’t break, after volatility swept in with the Autumn wind. What should investors expect fo ... Show More

<p>Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a solid gain, despite its disappointing earnings report. We dive into the market moves and lay out what’s next for investors. Plus t ... Show More

Markets rallied again on Wednesday, with the Nasdaq putting in its longest win streak since early September. But will the gains hold if inflation comes in hotter than expected tomorrow? Plus, as China reopens and unleashes millions of potential consumers back into the world, can ... Show More

Commodities and the dollar jumping this week as markets take another big breather. But will the downtrend continue in the coming weeks? The traders break down their outlook. Plus, the airlines have taken a major hit in recent days, but the broader transports actually eked out a g ... Show More

The most recent issue of the Logistics Managers Index, an industry gauge of retail inventories, showed that sellers expanded their stocks in January. That suggests that consumer demand is remaining strong and that supply chains are sorting themselves out, all good signs for the e ... Show More