Mike Wilson: Q1 Earnings - Impressive Bu...

As President Xi heads to Washington, trade, rare earths and AI are set to dominate the agenda. Our Head of U.S. Public Policy Research Ariana Salvatore unpacks what the meeting could mean for supply chains, tech stocks and the broader market.Read more insights from Morgan Stanley ... Show More

After raising interest rates for the first time in more than three years, the Fed still doesn’t see policy as restrictive. Our Global Head of Fixed Income Research Andrew Sheets breaks down what that could mean for the monetary policy path.Read more insights from Morgan Stanley.- ... Show More

Our Global Head of Macro Strategy Matthew Hornbach joins our Chief U.S. Economist Michael Gapen to discuss the Fed’s potential next moves and how energy prices are influencing market expectations.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welco ... 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

<p>April has gotten off to a rough start, as stocks drop and rates rise. But can earnings season help boost markets, or will results be the nail in the coffin? Plus Yellow Metal Musings. Gold rallying to another all-time high. What’s driving the surge? And what other commodities ... Show More

Alphabet surges on strong earnings. Microsoft reports higher profits but disappoints with guidance. Amazon reports record quarterly sales. Facebook falls on concerns over a decline in U.S. and Canadian users. Starbucks serves up a surprise. Apple dips on weak iPhone sales. And Ne ... Show More

U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a weekly survey from the American Association of Individual Investors showed that inv ... Show More

How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Washington, equities sales trader with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. He also shares some ideas on where the biggest opportunities could be today ... Show More

<p>While US new homes sales rose strongly, highlighting the remarkable resilience of the US economy, it’s the Q3 earnings season that continues to dominate investor sentiment this week. Carsten Menke, Head of Next Generation Research, talks about China's latest stimulus measures ... Show More

<p>Stocks bouncing back after yesterday’s big sell off. But between a hot jobs report, hawkish Fed talk, and even a literal earthquake… is a market rally the normal reaction? Plus even more room to go in energy’s price spike. The pain at the pump, and where energy stocks could be ... Show More

<p>Stocks ticking higher and closing out a strong week of gains, but with gold & crypto pulling back as yields catch a bounce, will the risk-off action continue through Q4? Plus… coming back down to earth. How ongoing China trade uncertainty is hitting the rare earth material sto ... Show More