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 we see a major boost to the global economy?
Yesterday
Stocks Retreat From Records… And Bitcoin’s Fresh Record 7/11/25
Stocks close out the week pulling back from record highs. How President Trump’s latest tariff escalations hit markets, and how a number of catalysts next week could fuel the recent rally, or pressure stocks to the downside. Plus Crypto cruising higher, as Bitcoin surges to fresh ... Show More
43m 51s
Jul 10
Software vs. Semiconductors… And Big Box Battle 7/10/25
A divergence in the tech space, as software stocks trail the chipmakers. What it means for the broader market, and if the underperforming software sector can catch up. And speaking of underperforming, Target trailing Walmart in a major way over the past year. Why the big box reta ... Show More
43m 47s
Aug 2022
Strong US jobs data hammers the recession 'optimism'
Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More
10m 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 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
Aug 2022
Seth Carpenter: Is a Global Recession Upon Us?
Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.
----- Transcript -----Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's chief ... Show More
3m 47s