Andrew Sheets: Why 2024 Is Off to a Rock...

From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal Reserve Chair Kevin Warsh's outlook, and the options ahead.Read more insights from Morgan Stanley.----- ... Show More

Head of US Public Policy Strategy Ariana Salvatore and US Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley’s Private Wealth Management Sarah Wolfe, examine the economics of the AI datacentre boom, the pushback and the policy implica ... Show More

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors should favor quality as the market moves from early-cycle momentum to more disciplined, mid-cycle leadership.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts o ... Show More

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ... 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

<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

<p>In 2022, the economy experienced volatile and decelerating growth as well as high inflation, leading economists to believe that gradual easing of inflation is unlikely as central banks are set to over tighten policy. So what does 2023 have in store for investors?&nbsp;Wei Li, ... Show More

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about valuations and market concent ... Show More

<p>A string of hawkish comments, a rise in inflation rates in Europe and a strong US employment report last week had market participants worried that interest rates were set to stay higher for longer than they had hoped, putting stocks and bonds on course for one of the worst sta ... Show More

Wall Street forecasters have been saying all year that a slowdown in the bull market might be in the cards thanks to inflation and growth concerns. The average projection from strategists for the S&P 500 at the end of 2022 represents a mere 3% advance from current levels. Candice ... Show More

<p>As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets? ... Show More

What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their portfolios in 2024. Learn more about yo ... Show More