logo
episode-header-image
Sep 2025
9m 13s

Rate Rescue Reality Check

DR. DAVID KELLY
About this episode
Stocks rallied in the immediate aftermath of Friday’s dismal jobs report, with the S&P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one way: investors bought stocks in the hope that weak economic data would force the Fed ... Show More
Up next
Jan 5
A Baseline Forecast for 2026
Forecasting the economy right now feels a bit like trying to carve a path through thick jungle undergrowth on a foggy day. There are multiple layers of confusion and a forecast has to address these issues first before tracing out a possible path forward. 
11m 1s
Dec 15
Why Stocks are Outperforming the Economy
The Red River of the North starts at the confluence of the Bois de Sioux and Otter Tail rivers and forms most of the border between Minnesota and North Dakota. It then crosses into Manitoba and empties into Lake Winnipeg before its waters finally flow into the sea at Hudson Bay. ... Show More
11 m
Dec 8
Forecasting the Fed’s Forecasts
On Wednesday, the Fed will hold its last FOMC meeting of the year. Their actions and communications could move interest rates across the yield curve and so are important for investors. 
11m 38s
Recommended Episodes
Aug 2025
Why Stocks Get Ahead of the Fed
<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.</p><p><br></p ... Show More
4m 10s
Dec 2024
BREAKING NEWS: Dow Plunges 1,100 Points: First 10-Day Losing Streak Since 1974
The U.S. central bank reduced its overnight borrowing rate by a quarter point to a target range of 4.25% to 4.5%, as expected. However, new quarterly forecasts showed several officials penciled in fewer rate cuts for next year than they estimated just a few months ago, and saw in ... Show More
5m 51s
Aug 2024
The Dividend Cafe Wednesday - August 28, 2024
<p>Midweek Market Recap and NVIDIA Earnings Breakdown - August 28, 2023</p> <p>In this episode of Dividend Cafe, Brian Szytel discusses the performance of the stock market on a relatively uneventful day, with the Dow dropping 159 points, the S&amp;P 500 down by 0.6%, and the NASD ... Show More
3m 45s
Mar 2025
Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25
<p>Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ... Show More
43m 45s
Aug 2024
What to expect after the global stock market slump
<p>A global market sell-off kicked off the week, marking the biggest sell-off in decades.</p> <p>Japan’s Nikkei started things off, dropping 12 per cent, which was the index’s worst day since the Black Monday crash of 1987. Following this, the rest of the world followed suit.</p> ... Show More
13m 45s
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
Oct 20
Time for a Bull Market Correction?
<p>As the S&amp;P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 ... Show More
5m 13s
Aug 2024
Market Rebounds but Growth Is Uncertain
tail spinning
3m 17s
Apr 2024
Stocks Rally After Sell-Off; Salesforce, XPO, Dexcom In Focus
Advancing stocks outnumbered decliners on both exchanges by less than 2-to-1. The 10-year Treasury jumped above 4.40% after ADP reported stronger than expected job growth in March. But the 10-year yield backed off highs for the second straight session. Salesforce and XPO are trad ... Show More
13m 36s
Sep 2024
Investors up bets on 50bps U.S. rate cut
<p>The greenback falls and the Dow hits a record high with investors increasingly betting on a 50bps interest rate cut from the Fed later this week. In Japan, the Nikkei is in the red as the yen strengthens past ¥140 /USD, while a CNBC survey shows a split over the timing of the ... Show More
25m 15s