Mike Wilson: A More Bearish View for 2022

Our Global Head of Fixed Income Andrew Sheets discusses key market metrics indicating that valuations should stay higher for longer, despite some investors’ concerns.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ...  Show more

Original Release Date: January 16, 2026Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome ...  Show more

Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ...  Show more

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Show more

A rallying stock market and better-than-expected second-quarter economic growth are just the latest developments pointing Wall Street skeptics to the possibility of a US “soft landing.” That’s where the Federal Reserve gets inflation back down to around 2% without triggering a do ...  Show more

DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the la ...  Show more