logo
episode-header-image
Aug 2024
3m 17s

Market Rebounds but Growth Is Uncertain

MORGAN STANLEY
About this episode
Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook. 
Up next
Nov 21
AI Capex Boom Puts Credit Markets to the Test
<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More
4m 11s
Nov 20
2026 Global Outlook: Micro Themes Take the Spotlight
<p>Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insight ... Show More
4m 48s
Nov 19
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
<p>Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" re ... Show More
5m 27s
Recommended Episodes
Feb 2020
Understanding This Week’s Market Whiplash, Featuring Scott Melker
After weeks of not reacting to Coronavirus, the markets took a profound turn for the worse this week, leading ultimately to the fastest correction - i.e. loss of 10% - in recorded history.  In this episode of The Breakdown, @NLW is joined by crypto trader, DJ, and broad market t ... Show More
24m 2s
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Aug 2021
US yields jump, gold dives ahead of US inflation!
Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More
10m 42s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Mar 2024
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
Milton Berg, renowned market technician known to viewers for his contrarian bullish call in January of 2023, returns to Forward Guidance with a far less rosy outlook. As of recording on February 28, 2024, Berg is decidedly bearish in the face of a stupendous stock market rally. H ... Show More
1h 42m
Jan 2025
2025 State of the Stock Market | Brian Feroldi | Ep 531
<p>Explore the latest insights on the stock market performance and investment strategies with friend of the show and frequent guest Brian Feroldi. This episode dives deep into the trends that shaped 2024 and what to expect in 2025, discussing everything from the significance of t ... Show More
40m 3s
Sep 29
Equities rebound and gold reaches another all-time high
Markets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. I ... Show More
10m 17s
Sep 11
New record closing and intraday highs for US stocks
US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More
15m 27s
Aug 17
Nasdaq’s Record Highs: Is the AI Boom Here to Stay?
<p><span>In this Market Mondays clip, Rashad Bilal and Ian Dunlap break down the latest surge in the Nasdaq, which has just hit another record high. Is this the start of a long-lasting, AI-fueled bull run, or should investors brace for a pullback?</span></p><p><br></p><p><span>Ra ... Show More
10m 18s