Yesterday

3 Things That Could Break the Summer Rally

Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income ... Show More

4m 15s

Jul 7

AI’s Next Stress Test

The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Head of Public Policy Research Ariana Salvatore about the compe ... Show More

12m 11s

Jul 6

Next Leg of the Bull Market?

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on ... Show More

5m 8s

Nov 2022

Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?

As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ... Show More

22m 45s

Nov 2017

CG: Black Friday Brings Optimism to Department Stores for the Holiday Season

Early numbers are in for the Black Friday weekend with strong growth over last year. That momentum has even extended to brick-and-mortar retailers, which saw only small traffic declines during the busy period. Find out why department stores are feeling confident about the quarter ... Show More

23m 53s

Jan 2018

CG: Retailers Hit Their Stride Over the Holidays

Preliminary fourth quarter results from many traditional retailers have turned bullish after momentum from Black Friday held strong, and consumers flocked to stores in December. Find out who posted the best (and worst) results from the holiday season, and what to watch in the yea ... Show More

27m 23s

Dec 2023

Holiday shopping: Consumer savvy and retailer responses

Across the United States, consumers are continuing to spend, but they’re not opening their wallets too wide. Joining us are McKinsey partners Colleen Baum and Tamara Charm who say retailers that offer personalized promotions, same-day delivery, and “buy now, pay later” plans are ... Show More

23m 18s

Nov 2023

The Unsinkable Shopper

Black Friday showed consumers are still ready to buy. (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon’s reign as the holiday leader. (17:03) Ariel Adams, founder of aBlogToWatch, t ... Show More

33m 26s

Nov 2024

Retail sales bounce back

National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21) Show Notes Is the Magnificent Seven at the end of their magnificent advantage? Home Depot gains after topping compara ... Show More

5m 56s

Nov 2020

Holiday Shopping in 2020

Read more > Listen to the podcast (duration: 24:33) > This holiday season, the customer is up for grabs. Here’s what retailers need to know and how they can plan ahead. McKinsey experts Tamara Charm and Brian Ruwadi share highlights from McKinsey’s latest holiday shopping report, ... Show More

24m 37s

Nov 2023

Black Friday and Beyond, Shopify's President, "Buy Now, Pay Later" Boost 11/27/23

<p>Carl Quintanilla, Jim Cramer and David Faber discussed Black Friday retail report cards, including Adobe Analytics' report stating U.S. online sales hit a record high. Adobe also said "buy now, pay later" usage rose 47% from a year ago, sparking a surge in shares of Affirm. Th ... Show More

43m 41s

A Very Merry Start to U.S. Holiday Shopp...