Yesterday

Stocks Sell Off On President Trump’s China Threat… And A New Drug Price Deal 10/10/25

Stocks dropping across the board, as President Trump threatens a tariff increase on China. The sectors getting hit the hardest, and where government layoffs are beginning as the shutdown continues. Plus Another drug pricing deal in the pharma space. The company striking a deal wi ... Show More

43m 45s

Oct 9

Cracks In Homebuilder Foundation Grow… And De-Dollarization Drama 10/9/25

More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. ... Show More

43m 41s

Oct 8

AI Ripple Rally Boosts Copper Miners… And The Fed’s Next Move As Rally Rolls On 10/8/25

The AI ripple effect hitting another industry, as Copper miners get a boost. How the data center buildout is lifting those names, and the amount of metal needed to fuel the AI surge. Plus Fed Minutes giving investors more details behind the Central Bank’s rate policy. What to exp ... Show More

43m 32s

Jul 2023

Carson Group's Detrick: 'We do not see recession any time soon'

Ryan Detrick, chief market strategist at Carson Group, says the first-half upside surprise from the stock market and economy has positioned the market for a big second half of the year. Detrick says that when the market posts double-digit gains in the first half of the year, hist ... Show More

1 h

Nov 2023

NDR's Clissold: Choppy markets ahead, but no 'nasty bear market'

Ed Clissold, chief US strategist at Ned Davis Research, says he expects a choppy market through the first half of 2024, but says the market won't uncork an ugly bear market without a significant recession, which he does not currently expect. That said, the volatility and the econ ... Show More

53m 45s

Jan 2024

Andrew Sheets: Why 2024 Is Off to a Rocky Start

Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient? ----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a varie ... Show More

3m 6s

Sep 2022

What The Fed Wans, Morgan Stanley CEO & Used Car Stocks 9/29/22

The Dow finished down more than 400 points, with the S&P hitting a fresh closing low for 2022, and Jim Cramer is helping investors navigate the market as it falls deeper into bear territory. First, with the Fed driving the action in stocks, Cramer's sharing what the Fed is lookin ... Show More

44m 39s

Jan 2023

What’s ahead for economies and markets in 2023?

What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe th ... Show More

31m 27s

Top economist takes on Wall Street pessi...