Mike Wilson: Fighting the Fear of Missin...

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts ... Show More

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ... Show More

The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behind it.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvat ... Show More

<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular,&nbsp;U.S. equity performance surprised investors, but with higher rates and in ... Show More

Morgan Stanley Chief Equity Strategist Mike Wilson says unless the US trade war with China re-escalates in a negative fashion, trade issues won't be enough to take the momentum out of stocks. In a note, Wilson reiterated his 12-month price target of 6,500 points, implying gains o ... Show More

<p>A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of ... Show More

The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan Hammond from the US portfolio strategy team explain the drivers and risks to thei ... Show More

<p>2023 Stock Market Alert: 5 Reasons Why the CRASH is Over &amp; Rebound Is Starting | Invest Now!?! – We think 2023 is already shaping up to be a FANTASTIC year . . . especially for the stock market! Just this week, the S&amp;P 500, the Dow, and the NASDAQ turned in back-to-bac ... 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

Lawrence McMillan, head of McMillan Analysis, said that the current range-bound market has indicators that can work for short-term trades, but nothing that really allows him to look out more than a few weeks. He is looking for the market to break through resistance at 2,993 on th ... Show More

Stocks rode a roller coaster after the release of the latest Fed Minutes showed the central bank is preparing to keep rates high for “some time”. So how should you trade the new era of higher for longer? Plus Wells Fargo Securities’ Mike Mayo’s out with his top picks for bank sto ... Show More

<p>Stocks closed out the quarter with gains across the board, but what’s in store for investors as we head into what’s historically the best month of the year? Plus the trader whose acronym is crushing the pack so far this year.</p><p> </p><p><a href="https://www.cnbc.com/fast-mo ... Show More

Moody’s Analytics’ Mark Zandi says the stock market is not signaling negative economic growth in 2023. And, the “Fast Money” traders pick beaten-down stocks that could boost portfolios in the new year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for info ... Show More