Markets closed well off their highs to start the week, with the Dow giving up a 300+ point gain to end in the red. The Nasdaq, though, managed to close higher as high-growth names like Tesla and Nvidia posted strong sessions. Will these names lead the market higher? Plus, China stocks have rallied strongly over the last three months, but where do they go fro ... Show More
Jul 8
The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25
Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its gains after the company announced a data deal, and the acquisition is fueling Wal ... Show More
43m 47s
Jul 7
More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25
President Trump announcing 25% tariffs on goods from Japan and South Korea, and a handful of other countries are also in the crosshairs. What it means for markets, as they back off record levels. Plus biotech stocks have been on the upswing since April. Can the trend continue? We ... Show More
43m 42s
Aug 2022
The Sun Overdose for European stocks...
The week starts moody in Asia, as economic data from China and Japan missed estimates early this Monday.
Crude oil begins the week under selling pressure around the $91 per barrel. US index futures are down, but interestingly, the European futures were better bid in Asia; but new ... Show More
11m 3s
Sep 2019
Big-name market observers say that new highs are coming soon
Neil Hennessy, founder of the Hennessy Funds says the Dow Jones Industrial Average is going to 30,000 'before we have any worries,' making the case that the market is well-positioned to continue its long run of growth with only minimal disruptions. Jurrien Timmer, head of global ... Show More
1 h
Apr 2021
Centene CEO, Off The Charts & The 10 Best Dividend Plays
The Dow closed up a marginal 3 points and Jim Cramer is guiding investors through what he calls "The Gauntlet" of earnings season. Then, Centene CEO Michael Neidorff is digging deeper into earnings and what caused the stock to fall today despite seemingly strong headlines. Plus, ... Show More
43m 21s
Sep 2022
Andrew Sheets: The State of Play in Markets Globally
There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?
-----Transcript-----
Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Sta ... Show More
3m 26s