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?
Feb 6
Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26
Stocks staging a massive rebound after yesterday’s sell-off, with tech, software, and crypto all bouncing back. But is the rally just a mini correction, or a broader shift in the market fundamentals? Plus The next move in Bitcoin after it’s snapback, the latest prediction market ... Show More
43m 23s
Feb 3
Tech, Software Sell Off… And The Impact On Private Credit 2/3/26
Tech leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company’s deal with OpenAI. Plus, AMD and Chipotle report results, Bit ... Show More
43m 25s
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
Aug 2022
Seth Carpenter: Is a Global Recession Upon Us?
<p>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.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Seth Carpen ... Show More
3m 47s
<p>As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ... Show More
<p>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?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More
