Mike Wilson: The Increasing Risks to Earnings

Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’ ...  Show more

Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to T ...  Show more

Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40).  Topics On The Pod AI Optimism Not Priced ...  Show more

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ...

Send us Fan MailTech stocks lead Wall Street higher in strong first half as PCE inflationeases. Growth optimism outweighs Fed rate hike bets as Asia rallies too.But dollar bounces off lows ahead of ISM PMIs, jobs report.Risk Warning: Our services involve a significant risk and ca ...  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